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Ian Bezek

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  • ICA: Mexico's Massive Investment Will Send This Beaten-Down Stock Back To The Stars [View article]
    As long as the homebuilding unit is a minimal part of debts as well, then yes, they should be fine.
    Jun 19 06:04 PM | Likes Like |Link to Comment
  • ICA: Mexico's Massive Investment Will Send This Beaten-Down Stock Back To The Stars [View article]
    The other major homebuilders in Mexico: Geo, Urbi, Homex -- are on the brink of insolvency due to the government's changes in housing development policy. What's to stop ICA from ending up down the same road if they can't unload their business? Given that the rest of the Mexican homebuilding industry is on life support, you really need to give more than cursory detail to ICA's balance sheet.
    Jun 19 05:00 PM | Likes Like |Link to Comment
  • Protect Your Portfolio While VIX Futures Are Cheap [View article]
    But VIX front month futures contract is at fifteen... far cry from twelve, you can easily lose twenty percent by going long here...
    Apr 26 12:38 AM | Likes Like |Link to Comment
  • Miners Over Metal [View article]
    "Companies are seeing higher profits, and their management is improving."

    Absolutely no on the first one, and I doubt it on the second one.
    Apr 23 03:58 PM | 2 Likes Like |Link to Comment
  • Gold And Silver Royalty Companies Part 3: Silver Wheaton Corp. [View article]
    Why? Humala is as pro-FDI as just about any leaders in South America at present, and Humala IS the left wing in Peru. The Peruvian governments can get only more conservative from there if he loses his next election.
    Apr 22 03:51 PM | Likes Like |Link to Comment
  • Gold And Silver Royalty Companies Part 3: Silver Wheaton Corp. [View article]
    "Only the Yauliyacu project in Peru gives me reason for concern, as Peruvian mines run the risk of being nationalized."

    No. Peru is a safe mining jurisdiction. Even the current left-wing government is pro mining.
    Apr 22 03:47 PM | Likes Like |Link to Comment
  • Term Structure A Headwind For Dynamic VIX Hedge [View article]
    The month 7 to 4 contango ratio is actually at about the lowest it has been in many months, making VXZ have less contango meltaway than usual. VXZ would be falling faster had the contango not come in over the past few days. http://vixcentral.com
    Apr 17 11:02 AM | Likes Like |Link to Comment
  • Term Structure A Headwind For Dynamic VIX Hedge [View article]
    "Since writing that first post, we believe certain dynamics have shifted in the volatility landscape which make a buy-and-hold position in XVZ a more expensive hedge than what we had originally anticipated."

    Nothing shifted in the landscape. Your original errant assumptions led to faulty anticipations.
    Apr 17 09:43 AM | Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    No worries on that. It's a risk you take when doing weird things like shorting pink sheet stocks in market simulators.
    Jan 14 03:27 PM | Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    Altucher has answered that question on his blog.

    Cramer also answered it ... albeit a bit indirectly IIRC ... in his excellent memoir Confessions Of A Street Addict.
    Jan 14 03:07 PM | Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    I previously insinuated that I thought you were a pump and dumper. In retrospect, I was totally and completely wrong. I still think your Star Scientific thesis didn't make much sense, but I totally misjudged your motives. My sincere apologies.

    To other people who have questions about Altuchers' motives when it comes to stocks, please read his blog: http://bit.ly/W3JuKU You'll see he's a great thinker with a lot of unconventional spot-on advice (don't go to college, don't buy a house, etc.) Now I'm not sure if his thought process leads to the best of stock picks all the time, but if you read his blog, you'll see his ethics are above reproach.

    I'd definitely take you up on the cup of coffee sometime.
    Jan 14 11:32 AM | Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    Opinions are by definition not statements of fact, so I'm not sure what the point of your insult is.
    Jan 14 10:45 AM | 1 Like Like |Link to Comment
  • 3 Reasons To Avoid Alon USA Energy In The Wake Of A Recent Upgrade [View article]
    That's hilarious, comparing refining, to oil E&P. Refiners sell at less than .1 P/S in hard times up to about .3 P/S in boom periods. XOM typically trades close to 1 P/S.

    Of course refiners have low margins!!! They are buying oil at $70, refining it, and making $10 or $20 a barrel (if times are good) on it. Their COGS as a portion of revenue is massive. This doesn't make them a bad business, just one that gets valued lower on a P/revenue basis.

    Author needs remedial education on the refining industry.
    Jan 11 02:12 PM | Likes Like |Link to Comment
  • Is It Finally Time To Short U.S. Treasury Bonds? [View article]
    Fair enough. I guess we'll find out more later.
    Jan 10 03:19 PM | Likes Like |Link to Comment
  • Is It Finally Time To Short U.S. Treasury Bonds? [View article]
    Any update on your thoughts on Longwei? Should we still be expecting $6/share or greater, as you suggested in November?
    Jan 10 02:16 PM | Likes Like |Link to Comment
COMMENTS STATS
1,039 Comments
884 Likes