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Gary Jakacky  

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  • Awash In Crude: Are Inventories The Only Thing That Matters? [View article]
    I was never good at Contango but I dance a mean Waltz.
    Feb 23, 2015. 04:26 PM | 1 Like Like |Link to Comment
  • Beware Of Convertible Bond Funds [View article]
    John: I believe finance theory shows that a convertible bond is equivalent to a regular bond PLUS a call option on the stock, the details escape me at the moment. In that case you may be able to get the same bang for the buck just by writing calls on your portfolio in other contexts. I do this to generate income, as a semi-retiree: write puts..if the stock is put to me, write calls to sell it; and various adjustment scenarios. Wondering if you have tried something similar.
    Feb 22, 2015. 06:46 PM | Likes Like |Link to Comment
  • What Are The Greeks Demanding After All? [View article]
    The Europeans are going to blame Nazi-ism (by the way they are National SOCIALISTS, and like all socialists they use the barrel of a gun to be generous with your money) the way American blacks blame slavery: it is their feel good hobby horse that dismisses any shortcomings they may have. Europe desperately hopes that, like in the 1920s, our FED will keep interest rates low for the sake of the continental basket cases. Sorry dude...been there done that.

    P.S. I'm confused. Which world war did the Germans start?
    Feb 20, 2015. 12:13 PM | 1 Like Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    The sky is falling the sky is falling. We are running out of oil...ooops...i mean natural gas....oops I mean water....oops i mean rare earths....which aren't even RARE!

    Anyone in boston seen global warming lately?
    Feb 20, 2015. 09:25 AM | 2 Likes Like |Link to Comment
  • Got DIA? Got DJIA Stocks? Which Is Better? [View article]
    Love figure 1. Could have rescaled it to spread out the plot a bit though. It is, in a way, a capital market line (risk vs return) but in a far more tangible and understandable way. Thanks!
    Feb 20, 2015. 08:52 AM | Likes Like |Link to Comment
  • Valuation Challenges When PEs Are Expanding: 2 Examples [View article]
    Watch the movie and Ice spectacles associated with FROZEN and you'll see why their PE is expanding. :)
    Feb 15, 2015. 10:08 AM | Likes Like |Link to Comment
  • People Often Want What They Don't Absolutely Need - Consumer Discretionary Sector: Part 6 [View article]
    EXCELLENT article with countless insights and traceable pieces of information.
    Feb 12, 2015. 05:37 PM | 2 Likes Like |Link to Comment
  • Why Intuitive Surgical Is No Longer A Growth Stock [View article]
    Don't forget the generous stock dividends the management have given themselves over the years. Good article. By the way BIGCHARTS.COM has far far better charts for comparisons and performance than the charts you are using (whatever they are). Chart 3 is incomprehensible.
    Feb 12, 2015. 12:12 PM | Likes Like |Link to Comment
  • The Good And Bad Of Federal Finances [View article]
    Silly Asbytec! :) You are correct in describing an important aspect of Keynesianism: "if you won't spend your money, we will borrow it and spend it for you!" is the way Fiscal Policy works. We conservatives can prattle about opportunity cost all we want, but if the money was not going to be spent, than even inefficiency by a federal agency is better than nothing. It is important however for the fiscalism to cease once the economy gains steam. That does not happen:we have an endless spiral of expanding agencies and agendas, with built in vested interest groups preventing the cutbacks. Ergo the inefficient public sector expands and the efficient private sector contracts, relatively. In addition, if the revenues are raised thru TAXES, rather than borrowing, the entire efficiency argument becomes irrelevant because of the element of compulsion.

    Other than that are things these days! We are up to our cahoots in snow!
    Feb 12, 2015. 09:17 AM | 3 Likes Like |Link to Comment
  • Disney: Beyond The Headlines Of Its Q1 Results [View article]
    What mickey mouse analysis....wait....thats a COMPLIMENT!!!
    Feb 11, 2015. 10:42 AM | 3 Likes Like |Link to Comment
  • Read This Before Shorting Anything! [View article]
    He who sells what isn't his'n, must buy it back or go to prison!
    Feb 11, 2015. 08:24 AM | 11 Likes Like |Link to Comment
  • Why Healthcare Cost Reform Could Be The Greatest Stimulus Of All [View article]
    Vermont has seen the cost of Single Payer and blinked. Can't wait till Bernie Socialist Sanders gets asked that question when he runs for Prez!
    Feb 10, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • Verizon Vs. AT&T: Which Has A Better Operating Strategy For The Future? [View article]
    Value Line is very high on AT&T; for many of the reasons you mention here. Love the dividend and between that and some fancy-pants options trading, I manage to make a decent yearly income.
    Feb 10, 2015. 12:53 PM | 1 Like Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    Ooooh-rah! I swear by (and occasionally AT) Value Line, which i use to find both dividend payers and some blue chips that may be on the bargaining table.
    Feb 10, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • Disney Provides The Proof: PE Expansion Is Well Under Way [View article]
    I wanted to use an example of a Blue Chip. Tech stocks are notorious for outrageous PEs during tech manias, from the early 1960s again and again to this day. But you make a good point.

    I also wanted to puncture (for the umpteenth time) the "We are in a bubble" argument. Whether it is trailing, forward, PE10, whatever; if you compare current PEs to recent historical norms, you risk being too conservative. America is benefiting from flight capital from Europe, Russia, and some asian nations. If they buy our products; good. If they buy our stocks, better!
    Feb 9, 2015. 11:53 AM | 1 Like Like |Link to Comment