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Gary Jakacky  

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  • 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
  • Disney Provides The Proof: PE Expansion Is Well Under Way [View article]
    Good point. Prudence is a virtue, especially in finance. My only point was, since PEs and CFx has been trending downward for so many years, now that they are rising, everything looks overvalued. That may not be the case.
    Feb 9, 2015. 09:40 AM | 1 Like Like |Link to Comment
  • Disney Provides The Proof: PE Expansion Is Well Under Way [View article]
    I am not sure where you see "F" says I am long XLK, T and XLY. XLY is the consumer discretionary spider, of which DIS is a member.
    Feb 9, 2015. 09:38 AM | Likes Like |Link to Comment
  • Water Utilities: American Water Works, Aqua America Are The Best Fundamental Selections [View article]
    Keep in mind, before you all extend your water usage trend lines into the future and get profits dancing in your heads, that in almost ALL locations water is sold/marketed by the government---and we all know how much inefficiency that breeds. In addition for decades---and still true in a vast majority of places---water is provided at average cost, not marginal cost.You pay a flat fee or tax and on goes the tap. In areas where ANY semblance of market based based pricing is in use, the quantity of water used falls sharply.

    In short, be careful that the same folks who struck out on the "peak oil" poppycock do not entice you with water ETFs and such. I look not so much for the water itself as an investment, but at the companies that provide conservation, measurement, and recycling technologies. Many of the above letters have mentioned this and specific company names. Thanks!
    Feb 7, 2015. 09:34 PM | 3 Likes Like |Link to Comment
  • Selling Stocks Is Like Football: Ohio State Coach Woody Hayes On Portfolio Management [View article]
    Wow...the Seattle Seahawks, The Bible, and Woody Hayes all in the same article! Methinks Shakespeare is a Seeking Alpha author, incognito. :)
    Feb 7, 2015. 08:33 AM | Likes Like |Link to Comment
  • The Coming Oil Shock? [View article]
    Nice thoughts to chew on.

    I recommend you watch the Weird Al Yankovic video WORD CRIMES. "It's" Hysterical.
    Feb 6, 2015. 03:51 PM | 1 Like Like |Link to Comment
  • Nominal And Real Wages: The Agony And The Ecstasy [View article]
    "Instead, all of the real growth in wages is coming from the collapse in the price of gasoline.."

    Drill baby drill!
    Feb 6, 2015. 11:53 AM | Likes Like |Link to Comment
  • Energy Weighing Heavily On Junk Bond Market; Watch For Contagion [View article]
    Chris at first it took a LONG time for markets to respond to weak junk the lag is much less. Are investors getting wiser?
    Feb 5, 2015. 01:45 PM | Likes Like |Link to Comment
  • Global Economy Expands At A Modestly Faster Pace In January [View article]
    People expecting a recession have not been "surprised" by any data to the contrary for years, so I doubt this is going to anything other than disappoint them that their global collapse is, once again, deferred.
    Feb 5, 2015. 01:33 PM | 1 Like Like |Link to Comment
  • Oil Prices At $250 Per Barrel Vs. NATO's Geopolitical Issues [View article]
    Ahhh, yes....NATO reaches the pacific! The ultimate example of self serving mission creep.
    Russia now, as then, remains a third world country with nuclear weapons. Can't wait for "China Inc" (the latest 'inc' bubble since "japan inc" burst a couple decades ago) to suffer a similar fate. A couple more dozen empty mega-cities connected with bullet trains should do the trick.

    Meanwhile, on deck and next up at bat, India Ink. I mean Inc!
    Feb 5, 2015. 12:29 PM | 3 Likes Like |Link to Comment
  • Is The End Beginning For The Euro Dream? [View article]
    You mean the end of the Euro nightmare. Thanks for the market based analysis, though. Informative reading.
    Feb 4, 2015. 04:53 PM | 1 Like Like |Link to Comment
  • Stocks give up gains as ECB rejects Greek paper as acceptable collateral [View news story]
    Beware of Gifts bearing Greeks.
    Feb 4, 2015. 04:05 PM | 4 Likes Like |Link to Comment
  • Super Bowl was most-watched TV program in U.S. history [View news story]
    DEFLATE THIS! The commercials were great, loved the Nationwide commercial, as usual Doritos was the best. Bring back BRADY bonds!
    Feb 4, 2015. 12:04 PM | Likes Like |Link to Comment
  • U.S. January Sales Shock: GM's New Midsize Truck Outsold Tesla 7:1 [View article]
    WOW! An article about buying a vehicle because of comfort, convenience, and performance, instead of some envirowhackjob fossil fuel guilt trip. Might even get me off the bus!

    Just kidding.
    Feb 4, 2015. 09:17 AM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Greece Continues European Tour For Debt Deal [View article]
    Greece reminds me of NPR with its semi-annual beg-a-thons. Lets hope they suffer the same fate: irrelevance.
    Feb 4, 2015. 07:46 AM | 13 Likes Like |Link to Comment