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Arsene Lupin  

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  • Sell In May? 5 Viewpoints And A Conclusion [View article]
    thanks Pompano. Glad you enjoyed it. I was not aware of Corporate Bond seasonality (and it makes no sense to me). I tend to be very stock oriented in my portfolio, but do however (on occasion) exploit muni seasonality.
    May 4, 2014. 11:43 AM | Likes Like |Link to Comment
  • Sell In May? 5 Viewpoints And A Conclusion [View article]
    Toppy market. Summer swoon. Unless those seemingly nervous hedgies (Einhorn.Icahn+) are just playing us, it's setting up for an exciting summer.
    May 2, 2014. 10:39 PM | Likes Like |Link to Comment
  • AT&T: Interesting On A Total Return Basis [View article]
    i'd expect the dividends for T over the next few years, to go up faster than the 2-3% annual increases it has had over the past 5 yrs.
    Mar 14, 2014. 07:47 PM | Likes Like |Link to Comment
  • AT&T: Interesting On A Total Return Basis [View article]
    Either T-Mobile will run out of money to run these promotionals (and by the way, most people I know take advantage of the promotion and switch right back to AT&T) .. or Masayoshi Son will successfully be able to merge Sprint and T-Mobile to create a third large carrier. Sadly, either way, most of us who care about a national mobile footprint will continue paying up large sums of money to get that service -- because mobile internet is the something most of us can no longer live without.
    Mar 13, 2014. 11:13 PM | Likes Like |Link to Comment
  • 4 Ways To Play The Power Crisis In Internet Data Centers [View article]
    @Jim and @Retired, thanks - this piece took some work to pull together.
    Feb 5, 2014. 01:55 AM | Likes Like |Link to Comment
  • Sector Strategy: 2014 [View article]
    @Francis yes, value is hard to find -- even pigs are flying at the moment. Although .. silver miner's intrigue ..
    Jan 9, 2014. 11:20 PM | 1 Like Like |Link to Comment
  • KKR: 4 Reasons To Buy After The KFN Acquisition [View article]
    @papaone - I'm with you, KKR is a meaningful position in my portfolio.
    Jan 9, 2014. 03:24 PM | Likes Like |Link to Comment
  • The Case For ARM Over Intel [View article]
    MySpace was a dumpster for musicians. Facebook is on its way to become highly uncool with kids (who are all cool and no $) and 'cool' with seniors (who happen to be worth something). Given that FB is just an advertising platform, this is a good trend for them.

    btw - I don't own FB (regrettably), but I don't entirely understand the argument equating coolness with kids to a social network's future commercial potential.
    Jan 3, 2014. 12:12 PM | 2 Likes Like |Link to Comment
  • 2014: The Case For 'Reverse Rotation' Into Bond CEFs [View article]
    R we there .. sounds like you've good timing. Here's to that continuing. And yes, CEF's are getting to the point where some hedgies (who get none of the tax benefits) are playing them in any case as a premium play ..
    Dec 29, 2013. 09:46 PM | Likes Like |Link to Comment
  • KKR: 4 Reasons To Buy After The KFN Acquisition [View article]
    Yes. Any 'barbarian a the gates' from the 80's will do. Although IEP (Icahn Enterprises) seems a bit rich despite the dip
    Dec 27, 2013. 07:19 PM | Likes Like |Link to Comment
  • KKR: 4 Reasons To Buy After The KFN Acquisition [View article]
    True. The weakness in KFN before the KKR acquisition seemed a bit artificial. As was the coyness in the November KFN conference call when some analyst suggested that KKR buy KFN as a way to address the lack of respect KFN was getting in the market.
    Dec 27, 2013. 07:16 PM | 1 Like Like |Link to Comment
  • 2014: The Case For 'Reverse Rotation' Into Bond CEFs [View article]
    @Zach well put
    Dec 26, 2013. 05:12 PM | Likes Like |Link to Comment
  • 2014: The Case For 'Reverse Rotation' Into Bond CEFs [View article]
    @GrowthGeek I wouldn't say you're wrong at all. JNJ and NMM/CPLP are good choices. The question isn't outperformance over a 5 year horizon (bonds have very long odds on that). The question is, outperformance in the 3 to 18 month time horizon. If you're buying stocks to live on the divvy stream and ride out any gyrations, life is quite simple - 100% dividend growth stocks. Not everybody has that luxury.

    Venu
    Dec 26, 2013. 12:22 PM | Likes Like |Link to Comment
  • 2014: The Case For 'Reverse Rotation' Into Bond CEFs [View article]
    If you bought JNJ in the low 60's or NMM at 13, brilliant (NMM got away from me right around the secondary). But if it's a choice between bonds yielding 7% tax free and JNJ in the 90's?
    Dec 25, 2013. 12:54 PM | Likes Like |Link to Comment
  • 2014: The Case For 'Reverse Rotation' Into Bond CEFs [View article]
    Or perhaps the fact that most trading is done by machines, and these machines use algorithms that are fairly similar and come to similar conclusions (rightly or wrongly) at the same time.
    Dec 25, 2013. 12:22 PM | 1 Like Like |Link to Comment
COMMENTS STATS
177 Comments
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