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Brad Kenagy

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  • Long Candidates If The Tide Continues Rising [View article]
    Thank you for your comment, much appreciated
    May 16 05:03 PM | Likes Like |Link to Comment
  • The Case For Long-Short VIX Portfolios [View article]
    Good article, but there is an ETF for that!

    UBS ETRACS Daily Long-Short VIX ETN (XVIX) which "takes a long 100% position in the S&P 500 VIX Mid-Term Futures Index Excess Return with a short, or inverse, 50% position in the S&P 500 VIX Short-Term Futures Index Excess Return, with daily rebalancing of the long and short positions. "

    OR THE

    iPath S&P 500 Dynamic VIX ETN (XVZ) which "The index is designed to dynamically allocate between the S&P 500 VIX Short-Term Futures Index Excess Return and the S&P 500 VIX Mid-Term Futures Index Excess Return by monitoring the steepness of the implied volatility curve. The Index seeks to react positively to overall increases in market volatility and aims to lower the roll cost of investments linked to future implied volatility. "


    Just a couple more funds to look at.
    May 14 09:49 PM | 1 Like Like |Link to Comment
  • 5 Reasons The S&P 500 Could Fall 20% By The End Of 2013 [View article]
    Yeah, but SPY is up like 16% in not even 5 full months time, so with 7 months left in the year, things could turn around just as quickly as they went up. Only time will tell.
    May 14 04:07 PM | 1 Like Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    I wrote an article looking for long candidates, and used a more thorough screening process.

    http://seekingalpha.co...
    May 14 11:39 AM | 1 Like Like |Link to Comment
  • The Race To Zero In High-Yield Credit [View article]
    Is there more to this article or is that it ending with the chart?
    May 13 12:46 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for the comment. I like your example, and the concept, yeah stocks can have a bounce in the short-term to medium term, but over the long term the trend will continue. I was surprised by the comments questioning my simple screen. I like trying to keep things simple for anyone to repeat my screen. I like Occam's Razor "The simplest explanation is usually the right one."
    May 11 11:50 PM | Likes Like |Link to Comment
  • Potash Economics And An Undervalued American Junior Potash Play [View article]
    Yeah kinda low, I personally am in Rentech Nitrogen Partners, L.P. (RNF) which is a fertilizer MLP, two other popular fertilizer MLP's are CVR Partners, LP (UAN), and Terra Nitrogen Co. LP (TNH). TNH is a subsidiary of CF, and pays are variable dividend is currently yielding over 8%.
    May 11 05:20 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    My source is trefis.com http://bit.ly/10pv20Q#

    Click on Graphics Processors, and you will see the "Professional and gaming console grahpics" which it shows for 2012 was 5.02% of revenue, and by 2019 this division is only expected to account for 6.59%, so yes in the future consoles will make a larger part of revenues but is a gain of 1.5% enough to move the needle: Nope
    May 11 10:23 AM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    There is always the option of defining your risk and buying put options, or a put spread.
    May 11 10:18 AM | 1 Like Like |Link to Comment
  • Potash Economics And An Undervalued American Junior Potash Play [View article]
    CF Pays a dividend, In 2007 its dividend was $0.02/share today it is $0.40/share, but from the history of CF it looks like they only raise there dividend like once every two years.
    May 11 10:17 AM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for the comment. This was my first article on finding stocks to possibly short, and I was stunned by the number of responses I got on AMD. Yes AMD has had a good run this year, but many stocks have had good runs so far with the market up big so far this year.
    May 11 10:13 AM | 1 Like Like |Link to Comment
  • Potash Economics And An Undervalued American Junior Potash Play [View article]
    Thank you for the info, I agree there will be M&A in the space, remember in 2010 BHP tried to buy POT but was blocked by Canadian government.

    http://bit.ly/12mUyXz
    May 10 08:33 PM | Likes Like |Link to Comment
  • Potash Economics And An Undervalued American Junior Potash Play [View article]
    Great article Chris, I was just wondering, what your thoughts were on buying the group in an ETF like Global X Fertilizers/Potash ETF (SOIL) or look for a specific stock within the ETF holdings?
    May 10 07:37 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for the comment. I'm glad to get a comment on one of the other companies instead of AMD. I agree WFT has potential because Oil & Gas is booming right now, but they have to prove themselves.
    May 10 11:15 AM | Likes Like |Link to Comment
  • Stocks And Commodities Signaling A Downturn [View article]
    No I havent accumulated a position in BTAL yet, but I did add to some of my conservative positions.
    May 10 10:15 AM | Likes Like |Link to Comment
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