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Gestalt Investor

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  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    Now that's a very innovative idea! The concept you propose would be disruptive.
    Sep 26 10:18 PM | Likes Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    "With short interest at 24%, shorting is costly, and there is always potential for a short squeeze in such a crowded trade. "

    I fixed the typo, the key point absolutely remains: shorting the stock is expensive at this point.
    Sep 26 03:27 PM | 1 Like Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    Now that's a good brew! Well played, sir.
    Sep 26 03:14 PM | Likes Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    I agree, GMCR did mention but did not highlight international expansion. That would seem to be a more promising route.
    Sep 26 03:14 PM | Likes Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    Bill, as always, great on details, missing the big picture. 24% is still very high. Are you suggesting 32 Million shares short is low? All vendors have data errors from time to time; that's why it's important to link to sources.
    Sep 26 03:08 PM | Likes Like |Link to Comment
  • Thompson Creek Has Bottomed... Right? [View article]
    Good writeup, haven't followed the story but it's worth some digging.

    http://bit.ly/TeRfeK
    Nov 14 12:06 AM | Likes Like |Link to Comment
  • Why Is Toyota Motor The Best Auto Stock To Buy Now? [View article]
    Autos are worth a look, and certainly Toyota and GM are good for watchlist. Thanks for the article

    http://bit.ly/TeRfeK
    Nov 14 12:04 AM | Likes Like |Link to Comment
  • Brinker International: Attractive Valuation And Dividend Yield [View article]
    This is the type of well-run, ordinary companies that make interesting dividend plays. Brinker is worth a look

    http://bit.ly/TeRfeK
    Nov 14 12:00 AM | Likes Like |Link to Comment
  • Microsoft Stock Plus Dividends: Better Than Bonds [View article]
    With 10 year treasuries yielding 1.6%, it makes sense for the conservative investor to dial up the risk tolerance a tad and explore established, well-run dividend-paying companies. Microsoft has some manageable challenges moving to mobile, as do all tech companies. The healthy dividend, reasonable multiple and good moat make this an interesting company to consider.

    http://bit.ly/TeRfeK
    Nov 13 11:59 PM | Likes Like |Link to Comment
  • 7 Dividend Stocks Boosting Distributions [View article]
    Good article, when 10 year Treasuries paid 6-8%, I did not have many dividend payers in my portfolio. Now with 10 year Treasuries yielding 1.6%, it's no small wonder that conservative investors took a look at dividend paying stocks.

    All these macro worries -- Euro crisis, Fiscal Cliff will turn out to be a blip for investors in the long-term.

    http://bit.ly/ZDBSSF
    Nov 13 02:30 PM | 1 Like Like |Link to Comment
  • Telular: A Value And Dividend Growth Story In The Making [View article]
    Good article, when 10 year Treasuries paid 6-8%, I did not have many dividend payers in my portfolio. Now with 10 year Treasuries yielding 1.6%, conservative investors have to enter riskier assets to meet the actuarial hurdle rate of 7% these days.

    So it's no small wonder that conservative investors took a look at dividend paying stocks. I think you highlight one that merits some research.

    All these macro worries -- Euro crisis, Fiscal Cliff will turn out to be a blip for investors in the long-term.

    http://bit.ly/ZDBSSF
    Nov 13 02:29 PM | 1 Like Like |Link to Comment
  • How To Solve For The Dominant Personality Of Equity Risk [View article]
    The 130/30 crowd relaxed the long-only constraint with mixed results. For many conservative retirees, buy and holding a blend of stocks and bonds is still the way to go. The key is not to get shaken out of the position from the lastest macro worry.

    http://bit.ly/ZDBSSF
    Nov 13 02:25 PM | 1 Like Like |Link to Comment
  • Buy Attunity: An Under The Radar Investment In Big Data [View article]
    While everyone spends time on Apple, there are many hidden gems in small cap. Thanks for highlighting this- will do some homework on it.

    http://bit.ly/ZkdypO

    http://bit.ly/Zkf0IF
    Nov 13 03:37 AM | 1 Like Like |Link to Comment
  • Short Amazon: Its Businesses Face Monumental Challenges [View article]
    When shorting a strong company, it's important to have a clear catalyst. Many positive surprises are possible with Amazon's new product development particularly in the cloud space. Shorts with tight risk limits could feel some pain on this stock. The valuation is indeed rich, meaning one should conduct thorough diligence before purchasing.

    http://bit.ly/ZkdypO
    Nov 13 03:32 AM | 1 Like Like |Link to Comment
  • Bernanke Put Dead, Very Little Chance Stocks Avoid Year End Sell-Off [View article]
    The counter-point is that, unlike 2000, stock valuations are currently far from nose-bleed so the vol on the Bernanke put would be fairly low.

    When the market drops, accumulate shares of quality stock prices at a discount. Don't fret and worry; seize the opportunity.

    Here's a good article
    http://bit.ly/RP92eC

    http://bit.ly/POmZMT

    Nov 13 01:59 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
130 Comments
44 Likes