Mortgage Insurers Have Another Leg Down to Go, Part II [View article]
Thanks for the reply. I don't think that too many people have a grip on the highly complex MI business (myself included). All I know is I've made alot of money buying RDN at the lows and selling at the highs the past couple years. I appreciate your insight greatly.
Mortgage Insurers Have Another Leg Down to Go, Part II [View article]
Thanks, I jumped in RDN today. I was leaning that way due to superior management and insider buying (mtg has insider buying but they have never timed it right). I can't remember ever buying anything on a 25% up day, but its a long term hold for me ($10+) so if it drops again I won't sweat it.
Mortgage Insurers Have Another Leg Down to Go, Part II [View article]
Thank you for your excellent analysis and you have a deep understanding of the sector. At the same share price, roughly $2 each. Which do you think provides a better overall value taking into account rebound potential and less risk, RDN or MTG? TIA
It's Time for the Longs to Cross the Rubicon [View article]
I think that using stock filter services like 'mystockfilter' or any sort of technical analysis is a sure fire way to lose your shirt. If trading was that simple, everybody would make money. Fact is that 80% lose.
Making a Profit No Matter Where the Market's Headed [View article]
The problem is that David has no clue how to evaluate an oil company. The metrics he used are irrelevant, which would make the basis of the article irrelevant. No more needs to be said.
Making a Profit No Matter Where the Market's Headed [View article]
Your argument is so amateur, it is laughable. I know it is your first one and it is already a huge fail, but certainly keep posting these 'articles' and I will fade you every step of the way to the Learjet dealership.
Making a Profit No Matter Where the Market's Headed [View article]
Problem is, SD is up nearly 10% on massive volume since the author went short and MRO is about even. So he is down big. Problem is, the metrics he cited have no relevance to valuing an oil company. The author and his followers are obviously sheeple waiting to be slaughtered.
Making a Profit No Matter Where the Market's Headed [View article]
I'm not really concerned, but you should read the Tudor Pickering report from a couple days ago valuing SD at $25, a 25% increase based on a number of metrics from the HK deal. Its actually the most undervalued E&P in the mid cap space right now and to go short of it just shows that you don't really have a clue how to value an energy company. I don't know what you are trying to gain with a short, but there is a solid base formed at $10 and with some blowout production numbers in August, SD can get to $18 in a hurry. Downside really is limited by an agressive hedging program and the royalty trusts. Again, its just a bad name to be short. You could wake up one day and have to cover at $20+ on a buyout by OXY or other suitors like APA that have shown interest.
Making a Profit No Matter Where the Market's Headed [View article]
You are a real rookie if you think you can value oil companies based on PE and other multiples. Oil companies are valued at NAV, and SD's is about 3-4 times where it is trading. Look at the recent BHP buyout of HK for a clue. Suggesting to go short SD is tantamount to financial suicide. With your entire '2' followers, I'm not sure how this useless article even made it into Google News.
Mortgage Insurers Have Another Leg Down to Go, Part II [View article]
Mortgage Insurers Have Another Leg Down to Go, Part II [View article]
Any comment on this article from Reuters today?
Mortgage Insurers Have Another Leg Down to Go, Part II [View article]
Mortgage Insurers Have Another Leg Down to Go, Part II [View article]
Making a Profit No Matter Where the Market's Headed [View article]
Making a Profit No Matter Where the Market's Headed [View article]
It's Time for the Longs to Cross the Rubicon [View article]
Making a Profit No Matter Where the Market's Headed [View article]
Making a Profit No Matter Where the Market's Headed [View article]
Making a Profit No Matter Where the Market's Headed [View article]
Making a Profit No Matter Where the Market's Headed [View article]
Making a Profit No Matter Where the Market's Headed [View article]
Making a Profit No Matter Where the Market's Headed [View article]
Making a Profit No Matter Where the Market's Headed [View article]
8 Deeply Undervalued Oil and Gas Stocks to Consider [View article]