Doug Kass shares his views every day on RealMoneyPro. Click here for a real-time look at his insights and musings.


POT Prices Soar

Originally published at 11:31 a.m. EST on February 12, 2016

Potash Corp. (POT) is +5% today on the market's continued rotation into cyclicals.

I'm holding on to what's been an awful investment for me so far!

Position: Long POT

Good Tidings From a Biotech Basket Stock

Originally published at 5:26 p.m. EST on February 17, 2016

"One more thing ..."

--Lt. Columbo

Speculative biotech Aerie Pharmaceuticals(AERI) - Get Report , which is part of my Biotech Basket, reports good results for a trial treatment for glaucoma.

The shares are as much as 20% higher in after-market trading.

Here is Aerie's 8-K filing, which details the positive safety results.

Position: Long AERI small

Shorting Amazon, Starbucks, Berkshire and Fastenal

Originally published at 1:01 p.m. EST on February 17, 2016

I'm putting in short offerings (above the market price) on the following stocks:

  • Fastenal (FAST)

Position: Short BRK.B, AMZN (small), SBUX (small), FAST (small)

At the time of publication, Kass and/or his funds were long AERI and POT, and short BRK.B, AMZN, SBUX and FAST, although holdings can change at any time.

Doug Kass is the president of Seabreeze Partners Management Inc. Under no circumstances does this information represent a recommendation to buy, sell or hold any security.