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Eddy Elfenbein

 
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  • What the Cyclicals Have Been Telling Us [View article]
    The stock dropped sharply after-hours, then u-turned and closed about $1 higher. Let's see what tomorrow brings.
    Apr 21, 2010. 05:27 PM | Likes Like |Link to Comment
  • Johnson & Johnson: The Dividend Streak Continues [View article]
    The last four splits were all 2-for-1. 1989 at $95, 1992 at $90, 1996 at $100 and 2001 at $101. Also, in 1981 they split 3-for-1 at $108.
    Apr 8, 2010. 02:56 PM | Likes Like |Link to Comment
  • Johnson & Johnson: The Dividend Streak Continues [View article]
    Historically, JNJ has split when it's gotten near $100 a share.
    Apr 8, 2010. 12:29 AM | Likes Like |Link to Comment
  • Inflation: At Its Weakest Since 1982 [View article]
    Economists like to look at core inflation because food and energy prices can be highly volatile and impacted by transient events like supply shocks which may not give an accurate picture of overall prices trends.
    Feb 20, 2010. 03:17 PM | 2 Likes Like |Link to Comment
  • Valuations Ahead, Not Behind [View article]
    Goldman recently raised their 2010 estimate to $75.

    www.bloomberg.com/apps...
    Sep 24, 2009. 02:37 PM | 1 Like Like |Link to Comment
  • What Football Teaches Us About Risk Management [View article]
    The article compensates for that by only looking at data from the first and third quarters. You really ought to read a study before you criticize it.
    Sep 17, 2009. 03:05 PM | 1 Like Like |Link to Comment
  • More Innumeracy from Jeremy Siegal [View article]
    I don't blame the book on him, and he criticized the book as well. But G&H based their idea on Siegal's mistake.

    The spelling has been corrected in the original post. Thanks.
    Jul 13, 2009. 04:25 PM | Likes Like |Link to Comment
  • Comparing Stability of Dividends and Stock Prices over Time [View article]
    David & Prudent,

    Thanks for the comments! Actual both numbers are right but slightly different series. Mine is the trailing four-quarter per-share total. The numbers David lists are the quarterly dollar totals. That's why the drop off on my blue line isn't as severe.

    Incidentally, S&P just updated the numbers so the Q2 numbers are my chart are 919.32 for the black line, and 25.59 for the blue line. I should add that the blue line will most likely continue to fall for a few more quarters.

    Thanks for your thoughtful feedback. This is how Seeking Alpha helps clarify issues for investors. - Eddy
    Jul 2, 2009. 09:28 PM | 1 Like Like |Link to Comment
  • Studying the Dow / S&P 500 Ratio [View article]
    Wrong Rob. Just because the indexes are calculated differently doesn't negate the importance of comparisons. Different sets of data are always compared, from debt ratios to price/earnings ratio. The important lesson is what kinds of inferences can you draw from these comparisons.
    May 19, 2008. 10:26 AM | Likes Like |Link to Comment
  • Studying the Dow / S&P 500 Ratio [View article]
    Tuj, the point is that the Dow would be 3,000 points higher if it had kept pace with the S&P 500. Dude! Also, you can see that the normal relationship broke down during the tech bubble and its deflating. These relationships don't always hold up so well.
    May 14, 2008. 01:58 PM | Likes Like |Link to Comment
  • Leucadia Buys Stake in Jeffries as Banks Turn to Private Equity [View article]
    Leucadia is spelled correctly.

    www.leucadia.com/

    Also, a preposition is something you shouldn't end your sentences with.
    May 1, 2008. 01:42 PM | Likes Like |Link to Comment
  • Stocks vs. Bonds: A Surprising Result [View article]
    That's not correct. The line on the chart is of long-term corporate bonds. The source is Ibbotson Associates. I've stretched it out by 2% a year to see how well that level of premium competes with stocks. In my opinion, it does fairly well.
    Apr 11, 2008. 07:43 PM | Likes Like |Link to Comment
  • Why 'Say on Pay' Should Not Be Required of Companies [View article]
    My article is corrected.

    www.crossingwallstreet...
    Apr 11, 2008. 09:58 AM | Likes Like |Link to Comment
  • Stocks vs. Bonds: A Surprising Result [View article]
    Sorry Mister Bill, the chart is correct.
    Apr 10, 2008. 11:24 PM | Likes Like |Link to Comment
  • Stocks vs. Bonds: A Surprising Result [View article]
    Given the volatility of the premium for stocks, I don't think 2.1% is much of a reward. Over the last 10 years, corporate bonds have still outperformed stocks.
    Apr 10, 2008. 01:32 PM | Likes Like |Link to Comment
COMMENTS STATS
45 Comments
9 Likes