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Gary Jakacky  

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  • Intuitive Surgical Announces $1.0 Billion Share Repurchase Program [View article]
    Is it enough to offset the shares management has issued to themselves over the years?
    Feb 2, 2015. 08:34 AM | Likes Like |Link to Comment
  • Will The Fed Make A Monumental Mistake? [View article]
    Gee...inflation is good, deflation is bad. If it is so simple, why are economics textbooks so thick? I Know! If we have heinous cuts in the quantity of paper used for textbooks, the economy will fall apart.

    The FED should raise rates because it is about time--we are in the fifth year of a recovery sputtering, among other reasons, because savers are unable to earn interest on their frugality, whilst those who borrow and waste money have managed to continue to do so! Exactly how will a 1/4% increase destroy Germany, the only engine of growth in Europe? How will it NOT destroy Greece, a profligate borrower piggybacking on the Germans, who work all those extra hours to pay they taxes to lend the money to keep Greek bureaucrats comfortably retired at 58 years old.

    The collapse of socialist states is not bearish for the economy, any more than the collapse of a decrepit building is bearish for other homeowners on the block.
    Jan 29, 2015. 03:35 PM | 4 Likes Like |Link to Comment
  • Could The U.S. Become The Unrivaled Superpower Again? [View article]
    As I say to many of my friends: This is an EXHILARATING TIME TO BE AN AMERICAN. I stand in awe as socialist nanny states are collapsing from Athens to Caracas to Hanoi: and I am being told that this is BEARISH???????
    Jan 29, 2015. 11:07 AM | 5 Likes Like |Link to Comment
  • Daily State Of The Markets: Recent Tape Action Is Worrisome [View article]
    "as many times as the Patriots change out footballs."

    David that was a low blow! Do you think Belicheat...oops I mean trying to deflate the markets?
    Jan 29, 2015. 09:11 AM | Likes Like |Link to Comment
  • Deep Value Play Of The Year: Helmerich & Payne [View article]
    Nice to see authors using decent charts instead of SAs obsession with "Ycharts." I would use a logarithmic scale though.
    Jan 29, 2015. 08:41 AM | 2 Likes Like |Link to Comment
  • Stocks Throw A Hissy Fit [View article]
    The advice to be comfortable with whatever risk profile you have is timeless. The idea that the recovery is illusory is typical cassandra PAP. Companies are lean and mean, and yes, they have raised debt given the low level of rates. If this is longer term debt they will look like GENIUSES as rates rise and they have their lower rates locked in. If it is short term debt they will look, as always, like fools.

    Be patient and let the markets tell you what is up. January has become the new "swoon" month since nobody cares about Europe and THEIR hissy fits...which the author ignores.

    Keep an eye on the transportation average (IYT) and overall breadth. There are some concerns out there: draw a line in the sand, and stick to it.
    Jan 29, 2015. 08:13 AM | 1 Like Like |Link to Comment
  • Consider This Before You Sell On Fears Of A Strong Dollar [View article]
    If a company is too lazy or uncreative that they do not hedge EXCESSIVE currency vulnerability, they get what they deserve, feast, or famine. This is true in the US and Switzerland, and anywhere else.
    Jan 28, 2015. 01:29 PM | Likes Like |Link to Comment
  • Too Quick To Exaggerate SWIFT Data [View article]
    A large communist country punches below its weight. Thats news?
    Jan 28, 2015. 12:33 PM | Likes Like |Link to Comment
  • U.S. Deflation Update [View article]
    The fear of deflation is based on a myth. Deflation is perhaps a symptom, of an underlying bad economic policy. It is not evil in itself. Declining prices increase the value of assets on a balance sheet, which offset the larger real cost of debt. The prospect of lower prices in the future doesn't INEVITABLY delay decisions to purchase, any more than the prospect of higher prices INEVITABLY rushes decisions to buy.
    Jan 28, 2015. 12:28 PM | 12 Likes Like |Link to Comment
  • At What Point Do You Step Into The Potential McDonald's Value Trap In Search Of Yield? [View article]
    There are plenty of fast food joints doing just FINE. Health issues my @ss! Last time I was in McDonalds i had NO EYE contact with a pathetic employee no doubt egging on her congressman for a higher minimum wage. After taking my indoor order and waiting fifteen minutes while they dealt PRIORITY with drive up customers, I receive my order with a grunt and a not even a thank you. Stick to your knitting, McDs! Leave the tofu burgers and bean sprouts to the California surfer dudes.
    Jan 28, 2015. 09:58 AM | 4 Likes Like |Link to Comment
  • King Dollar Comeback [View article]
    To Jim and Dig: it makes me laugh that these companies in Switzerland and the US are losing money on currency fluctuations. A mega trillion daily market in currencies and they don't HEDGE?
    Jan 27, 2015. 04:39 PM | 1 Like Like |Link to Comment
  • King Dollar Comeback [View article]
    Actually Hammer i am worried about that. Notice I haven't written much in seeking alpha except in a few "spurts" since last summer. I am nervous about the trend lines that are breaking/broken. But this article is about the DOLLAR, not so much about stocks.
    Jan 27, 2015. 04:35 PM | 1 Like Like |Link to Comment
  • AT&T EPS in-line, beats on revenue [View news story]
    I would like to see T turn back into a "widow and orphan" good dividend payer with reasonable rate of capital gain. Value line has been high on T for a while, and it is good to see the company start to come through.
    Jan 27, 2015. 04:30 PM | 2 Likes Like |Link to Comment
  • Do You Believe Me Now? [View article]
    No the circumstances were different but the song remains the same:

    --weak dollar...BEARISH! China will start their own international currency!
    --strong dollar...BEARISH! US exporters will be hurt!
    --strong economy..BEARISH! It will push up interest rates!
    --weak economy..BEARISH! It will hurt corporate earnings!
    --High Oil..BEARISH! We are a net importer!
    --Low Oil..BEARISH! The oil companies employ a lot of people!

    As they say in western Pennsylvania....give it a fracking break.
    Jan 27, 2015. 01:58 PM | 33 Likes Like |Link to Comment
  • On the hour [View news story]
    All of the bulls must be on the New England coast!
    Jan 27, 2015. 12:20 PM | Likes Like |Link to Comment