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Daniel Radakovich

 
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  • Retired Investors Should Not Fear Recessions Or A Bad Market: Part 1 [View article]
    Chuck,

    Forgive me, but you didn't seem to point out very detailed analysis of how well those companies performed and why. Putting a graph up there with earnings and dividends is a snap shot of what happened. It finds no underlying cause for concern. You make it seem way to easy, in reality, it is not so. There are several things taken for granted: continued earnings growth, continued dividend growth, and continued strong business moats. How can you make an argument with the data you presented that they will outperform and grow dividends more than the S&P 500 in the future or next 10 years? How would you be able to spot trouble before the market does for any of the listed companies? Does diversifying really add benefit to these investors, because it seems that all have done very well, so why not just the a couple of the best ideas?
    Sep 19 12:05 PM | 1 Like Like |Link to Comment
  • Linn Energy: Why The Asset Swap With ExxonMobil Makes A Lot Of Sense [View article]
    So how can LINE say for certain that they have significant upside potential through optimization? I'm assuming it didn't meet Exxon's stringent capital return requirements.
    Sep 19 11:51 AM | Likes Like |Link to Comment
  • In The Next Correction, Will You Be A Winner Or A Loser? [View article]
    LOL if you bought 5 years ago, you could just sell some shares and wait a year, unless they are great companies, and you probably already rebuilt a cash position! Hedges are for people who don't know what they are doing
    Sep 17 09:14 PM | Likes Like |Link to Comment
  • So Undervalued, They're Golden [View article]
    Copper
    Sep 17 09:12 PM | 2 Likes Like |Link to Comment
  • In The Next Correction, Will You Be A Winner Or A Loser? [View article]
    i'm a little lost on your risk tolerance. All because you pick the wrong stocks, and they go down a lot, doesn't mean you have good risk tolerance. It's that you just didn't realize how much risk you were taking. Stocks can be 50% below the price you paid and its up to you to have the cuts and courage to buy more. Investors do better by buying more when stocks get cheaper. Relying on this risky notion that high beta, high volatile stocks brings higher returns is false.
    Sep 17 02:40 PM | Likes Like |Link to Comment
  • Re: Yield On Cost A By-Product Of Investing With A Margin Of Safety [View article]
    MPT sounds bonkers to me, volatility can be your friend.
    Sep 17 11:22 AM | Likes Like |Link to Comment
  • Short Famous Dave's With 33-48% Downside [View article]
    You know, betting against proven management is risky business. You have to hope they fail and that investors give up hope, and in this low volatility low interest rate, low inflation environment, that is one risky proposition.

    And you didn't bring up or talk through any activist plans. You assume that the market only goes by 12 month or 24month forecasts. Wall Street maybe, but when you have active long term investors and management, shorting a stock based on EBITDA and share price is risky business. Is that what they teach you with the CFA Program? To use EBITDA as a valuation metric? If so you could end up losing a lot of money..
    Sep 17 11:20 AM | Likes Like |Link to Comment
  • Re: Yield On Cost A By-Product Of Investing With A Margin Of Safety [View article]
    LOL
    Sep 11 11:11 PM | Likes Like |Link to Comment
  • Re: Yield On Cost A By-Product Of Investing With A Margin Of Safety [View article]
    Anyone can critique, complain, and condemn. Thanks for adding such a thorough comment.
    Sep 10 08:53 PM | 1 Like Like |Link to Comment
  • Another Sub-Prime Mess! [View article]
    You do realize you can re-po cars and people pay interest on their vehicles before food, goods, and other items.

    Jumping on the next credit wiz doesn't mean it will explode, there is huge demand for autos and cheap financing is letting it happen.

    They are affordable, more fuel efficient, and reliable. Let's not get too carried away.
    Sep 10 07:06 PM | Likes Like |Link to Comment
  • Look At These Juicy Yields - Are They Really Appropriate For Your Retirement Portfolios? [View article]
    Maybe :) I'll look again
    Sep 10 05:55 PM | Likes Like |Link to Comment
  • Re: Yield On Cost A By-Product Of Investing With A Margin Of Safety [View article]
    Risk is a fun topic to talk about, I think those who talk about it or are able to bring up various points like yourself and others, are able to be more successful in investing. I don't believe someone who is ignorant to risk will last long or have the results they hope to have.
    Sep 10 05:54 PM | Likes Like |Link to Comment
  • Re: Yield On Cost A By-Product Of Investing With A Margin Of Safety [View article]
    No I agree, when I wrote that, in my head I was thinking how do you do that? How do you minimize or control the risk of losing capital? You have to understand everything the best to your abilities what is going on, and be humble enough to realize something might come up you didnt expect or that you made a mistake, and must move on.

    Benchmarks are often overrated, I agree. Your goals and strategies are key to having strong results. Worrying about a benchmark gives you a disadvantage.

    One strategy does not fit all, my main point was countering a previous article in that the success of yield on cost, can likely be improved upon by using a margin of safety approach. The philosophy of value investing. It is what I do and it has worked very well, I wrote the article to give investors a sense of what it entails and if it makes sense for them. If it does, I offered some sources to do more research on their own and see if it something that can improve their results.

    Thanks for your comment, and thanks for reading.
    Sep 10 05:53 PM | Likes Like |Link to Comment
  • Look At These Juicy Yields - Are They Really Appropriate For Your Retirement Portfolios? [View article]
    Too many graphs, not enough qualitative analysis. The risk really is, when investors chase yield, they often leave their areas of competence. That's where mistakes are made. Maybe not today, or tomorrow, maybe never, but they are taking on too much risk they are unaware of.
    Sep 10 04:56 PM | 8 Likes Like |Link to Comment
  • There's Very Little Chance Of Beating A Balanced Portfolio From Here [View article]
    I see, I'll check it out, do you read oaktree's memo's? They are great, here is he latest about risk and risk adjusted returns.

    http://bit.ly/1t33crm
    Sep 10 04:40 PM | 1 Like Like |Link to Comment
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