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Benjamin Mackovak
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Benjamin Mackovak
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Articles (22)
Comments (1)
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Fed Policy Becomes a Bourgeoisie Windfall
on Nov 17, 2009
•
GLD
,
HYG
,
OIL
First Industrial: Contrarian Long Idea Ready to Join the Rally
on Nov 10, 2009
•
FR
Where Are We in This Rally's Lifecycle?
on Aug 30, 2009
•
ABK
,
AIG
,
FNM
The Phantom De-Leveraging of the U.S. Economy
on Jun 05, 2009
The 'W' Shaped Recovery: How to Position Your Portfolio
on May 19, 2009
•
ACF
,
BARE
,
CQB
Plum Creek Timber: Hard Assets for Hard Times
on Mar 03, 2009
•
PCL
Chiquita Sell-Off Is Bananas
on Feb 24, 2009
•
CQB
Beating the Quants at Their Own Game
on Jan 13, 2009
•
SPY
DHT Maritime: Best Nautical Investment Since the Nina, Pinta and Santa Maria
on Jan 09, 2009
•
DHT
,
FRO
,
OSG
Annaly Capital: Getting Your Slice of the Bail-Out Pie
on Dec 11, 2008
•
NLY
Will We See Inflation or Deflation?
on Dec 04, 2008
•
AGNC
,
NLY
Elevated Volatility's Permanent Impact on Stock Market Valuations
on Dec 02, 2008
•
DIA
,
SPY
Is Short Covering Really Propping Up the Markets?
on Oct 20, 2008
Aircastle: Stock Has Crash Landed, But Business is Still Flying
on Oct 13, 2008
•
AYR
Trading the American Dream for the American Scheme
on Sep 24, 2008
Lehman Brothers Take-over: Implications for Financials
on Aug 24, 2008
•
ABK
,
ACAS
,
ACF
Idearc: Cheapest Stock in the Phone Book
on May 21, 2008
•
IDARQ.PK
Celadon Group: Let The Good Times Roll
on Apr 29, 2008
•
CLDN
Smith & Wesson: Time to Pull the Trigger
on Apr 01, 2008
•
SWHC
Flawed Technology, Bloated Market Cap - Amerigon's an Attractive Short
on Mar 11, 2008
•
ARGN
Maidenform Brands: Strong and Growing
on Feb 13, 2008
•
MFB
Noble International is a 'Steel' at Current Valuation
on Feb 10, 2008
•
NOBL
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BARE
,
BPOP
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C
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RF
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TY
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UDN
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USO
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WAMUQ.PK
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WB
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WBS
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XLF
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XLY
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ZION
Latest Comments on Benjamin Mackovak's Articles
sdavid0419
on
Fed Policy Becomes a Bourgeoisie Windfall
: What hyper inflation? The just released cpi rose a mere .3% in...
more »
BMacD
on
Fed Policy Becomes a Bourgeoisie Windfall
: I like the article, but you should change the title. The...
more »
Gedankonomist
on
Fed Policy Becomes a Bourgeoisie Windfall
: A Bourgeois windfall? Look at Karl Marx' Communist Manifesto,...
more »
chris coonan
on
Fed Policy Becomes a Bourgeoisie Windfall
: quantitative easing do little to improve our country’s...
more »
realblockstate
on
First Industrial: Contrarian Long Idea Ready to Join the Rally
: where are you coming up with 92 mm sf? FR owns less than 70 mm on...
more »
Krash
on
First Industrial: Contrarian Long Idea Ready to Join the Rally
: "If we assume that FR pays out its distributable cash flow in a...
more »
Benjamin Mackovak
on
First Industrial: Contrarian Long Idea Ready to Join the Rally
: It is the same concept as RevPAR (revenue per available room which...
more »
User 369392
on
First Industrial: Contrarian Long Idea Ready to Join the Rally
: The first chart seems to be for hotel REITS! - revenues per...
more »
davidbdc
on
First Industrial: Contrarian Long Idea Ready to Join the Rally
: FR is a dog. Poor business strategy of constantly "flipping"...
more »
H.J. Huneycutt
on
First Industrial: Contrarian Long Idea Ready to Join the Rally
: Great article! Thanks for bringing this company onto my radar...
more »
Mad Hedge Fund Trader
on
Where Are We in This Rally's Lifecycle?
: fdfg. I have successfully avoided bears of a different sort this...
more »
Moon Kil Woong
on
Where Are We in This Rally's Lifecycle?
: Governmental direct action into the private sector just encourages...
more »
Paul H. M.
on
Where Are We in This Rally's Lifecycle?
: The recover will be G. "W" Bush shaped. Obama and friends will...
more »
Advill
on
Where Are We in This Rally's Lifecycle?
: Having a 5 stocks rally has nothing to correlate to real economy,...
more »
convertbond
on
Where Are We in This Rally's Lifecycle?
: This will not be a V-shaped recovery. It's a W, and right now,...
more »
Latest Comments on Benjamin Mackovak's Articles
Latest Comments on Benjamin Mackovak's Articles