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Gary Jakacky  

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  • Apple replacing AT&T in Dow Jones Industrial Average [View news story]
    Mar 6, 2015. 09:48 AM | Likes Like |Link to Comment
  • Predicting Future Equity Returns, Plus A Longer Duration Shiller CAPE That Has Worked For 80 Years [View article]
    Nice article. Hoary statistical issues question:

    The model has not "fit for 80 years." It has worked for as long since you chose the data parameters that you fitted into your model.

    ====>The point is that 16 years works better than 10 years, and since there is no real reason why we use 10 years, there is no reason not to use the better look-back period.<========

    In the future no double someone will say...

    ====>The point is X years works better than Y years, and since there is no reaso why we use Y, there is no reason not to use the better look-back period, X.<======

    Look back is curve fitting.
    Mar 4, 2015. 02:54 PM | Likes Like |Link to Comment
  • Orexigen's Cardiovascular Safety Data Is A Breakthrough [View article]
    And if he WASN'T long OREX the peanut gallery would ask why not?
    Mar 4, 2015. 01:53 PM | 1 Like Like |Link to Comment
  • Nasdaq 5,000 Is Different This Time... But Not In A Good Way! [View article]
    Debt ALONE is irrelevant. If I borrow $64 trillion I have $64 trillion in cash to pay off the debt. Obviously the issue is the productivity of the assets being financed, and last time I looked ROA for many american institutions was very great. As for the federal debt, the Feds own 90% of the land west of the Mississippi. The value of that land has not increased?

    Don't worry! Be Happy.
    Mar 4, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Intuitive Surgical Inc. [View article]
    Thanks. Made a bundle on ISRG last decade but have not owned it recently. What I like about articles like this is they conclude (SURPRISE!!!!!) that the vast majority of stocks ARE INDEED fairly valued and if you are looking for a hidden gem of value or takes more effort but they can be found.
    Mar 3, 2015. 07:38 AM | Likes Like |Link to Comment
  • Termites Beneath USD Foundation Masked By Strength Against Euro/Yen [View article]
    Peruvians get "new Sols" more often than my shoes. I don't know how significant fluctuations in minor currencies are as forward indicators. There are some glaring omissions: Venezuela? Israeli Shekel? Bitcoin? The article is on much firmer ground with the Euro analysis vs the USA. Love your articles Chris because they give useful trading information. (even though I am not much of a trader!)
    Mar 2, 2015. 01:57 PM | Likes Like |Link to Comment
  • Lanny's February Dividend Income Summary [View article]
    Money money money MO-NEY! A bit of snooping could figure it out..but could you tell us the amount invested in each stock and overall? Would be nice to see your yield on cost: also rising as your dividends grow.
    Mar 2, 2015. 09:48 AM | Likes Like |Link to Comment
  • FCC vote: And now the congressional hearings [View news story]
    322 Pages that can be dealt with in a sentence. The internet is a superhighway, and like any OTHER superhighway, a lane hog and a bandwidth hog should pay MORE. If you want more speed, you should pay MORE. Plain and simple.

    What about POST OFFICE NEUTRALITY: the same rate for all mail, regardless of weight, bulk, or delivery time. Gimme a break. The spineless republicans are so intimidated by the Presidency it is no wonder they nominate cluesless RINOs like Bushes, McCains and Romneys.

    Like the ICC did decades ago, the FCC should just dissolve itself. In the 1960s before dereg of airlines it cost over 1000 to fly across the country. I booked a flight last week for less than $200.
    Mar 1, 2015. 04:29 PM | 2 Likes Like |Link to Comment
  • Lumber Liquidators' Day Of Reckoning [View article]
    What a breath of fresh air it is to read a guy who POINTED OUT that a bubble existed BEFORE it burst, and then stuck with the story all the way thru.

    The company should change its name to wealth liquidators. :)
    Feb 27, 2015. 12:46 PM | 3 Likes Like |Link to Comment
  • TIPS Say The Deflation 'Threat' Has Passed [View article]
    Oh come on CBP don't you know that Zerohedge and every fellow statistics whack job has "proven" that the inflation rate is ACTUALLY 25%?! Why...Disney raised the price of their THEME PARKS! Its enough to leave ya FROZEN! Lets put our hard earned money is places like CHINA, who has defaulted on their debt three times in the last century! Lets believe the statistics in a country that builds megamillion people empty cities! Lets take a Chinese bullet train to nowhere!
    Feb 27, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Lessons From A Dozen Years Of Short Selling [View article]
    Bearish call spreads can overcome a lot of the SHORT comings of selling short. But thanks for the sure lays it all on the line from a battle scarred grisly short seller.
    Feb 27, 2015. 11:50 AM | 4 Likes Like |Link to Comment
  • Energy Stocks Look 'False Trend' Attractive As Bulls Ignore Janet Yellen [View article]
    Rising rates are bullish because they show the economy is strong. If rates were rising because of inflation fears, it would be bearish.
    Feb 26, 2015. 09:42 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    Lets hope the Republicans in congress get a backbone and just refuse to fund the FCC in its entirety: it would no more be missed than the Interstate Commerce Commission, in its day.
    Feb 26, 2015. 08:02 AM | 10 Likes Like |Link to Comment
  • Accumulate AT&T Shares While No One Is Paying Attention [View article]
    I use Value Line multiples of cash flow as a guide for investment decisions; 6.5x has been a useful guideline topside; the current multiple is much less than that.
    Feb 25, 2015. 11:20 AM | Likes Like |Link to Comment
  • The Dividend Aristocrats And Maximum Drawdowns [View article]
    Yummy! As a soon-to-be-retired livin' on the road cyclist, I devour these articles like mama's cheesecake. I supplement returns with put and call writing, easing in and out of these ETFs as the market rolls.
    Feb 24, 2015. 10:51 AM | 2 Likes Like |Link to Comment