Thought about what you said on a post on the CGS board about the correlation traders. Agree, but also what about relative value/pairs traders. Long CCME/Short FMCN should be a nice play. Same country, very similar industry and very different valuations. From simple metrics like P/E, P/S, EV CCME is the better value. I'm not much into arb because I don't have the time.
As for the bonus, won't be too much this year. Company is sucking wind. Just very close to landing something that will pay me out and give me a very nice raise. I wish I could work my portfolio more actively. Of course when CCME takes off above $50, than I will be much more comfortable.
