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Ian Bezek

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  • CCME: It's the End of the Line [View article]
    Good article and good of you to own up to your mistakes and learn from them.
    Mar 22 02:02 PM | 12 Likes Like |Link to Comment
  • The End of CCME's Fairy Tale [View article]
    And yet no one will learn. They'll all buy up CHBT or CVVT or something stupid like that and lose even more money.

    Those who are incapable of understanding history are constantly repeating it.
    Mar 12 06:32 PM | 11 Likes Like |Link to Comment
  • The End of CCME's Fairy Tale [View article]
    Yeah, Deepcapture is going to fun with this one even after CCMEQ.PK trades at 5 cents. Sedona, Biovail, Overstock, and now China MediaExpress; all victims of moronic management -- scratch that -- EVIL SHORT SELLERS.
    Mar 12 06:34 PM | 10 Likes Like |Link to Comment
  • The White House refuses to turn over documents House Republicans have subpoenaed related to bankrupt solar firm Solyndra, saying the "partisan" and "unnecessary" request would put an "unreasonable burden on the president's ability to meet his constitutional duties."  [View news story]
    "unreasonable burden on the president's ability to meet his constitutional duties."

    How would turning over the papers affect Obama's ability to get a sufficient number of rounds at the links in?
    Nov 4 05:53 PM | 9 Likes Like |Link to Comment
  • 4 Signs The S&P 500 Index Is Headed To 1,790 [View article]
    I'll go with this option: "Either earnings have to fall to $71.76 per share for the S&P 500 Index, equivalent to a 22% decline"

    Earnings are artificially high as companies squeezed costs down greatly in 2008-09 and are still reaping the benefits. Profits, in particular from overseas, will fall as emerging economics to sour and American companies lose (assuming the Euro and Yen reverse course at some point and head back down) the benefit of a historically weak dollar to boost export competitiveness.

    I also severely discount insider buybacks, as the timeframe you used is exceptionally brief; as a whole insiders have been dumping this year.

    I'd also ask how often stocks continue to soar into rising unemployment and rapidly decelerating GDP growth.

    You've successfully cherry-picked a few bullish indicators, but the majority of signs point to a bear market.
    Aug 31 02:24 PM | 9 Likes Like |Link to Comment
  • Global Economic Train May Be Slipping Off the Rails Again [View article]
    "It seemingly dawned on investors yesterday that something smells bad and it isn’t clear whether it is something that is already in the trash (say, Greece) or something that should be put there (say, the U.S.). Faced with this dilemma, investors did the only reasonable thing: they took everything that smelled even slightly funky, threw it out, and took it to the curb."

    -- best opening paragraph of a Seeking Alpha article I've seen in a long time.
    Jul 28 09:48 AM | 9 Likes Like |Link to Comment
  • The End of CCME's Fairy Tale [View article]
    Excellent. Glad to see at least someone will learn as a result of the CCME fiasco. I wish you the best of luck with your future investments.
    Mar 12 08:49 PM | 9 Likes Like |Link to Comment
  • Music's Future Belongs To Pandora [View article]
    You realize there is a difference between liking a company's products and its stock, right?

    Your article is half rhapsodizing about the good product (no disagreements from me), but then abruptly shifts to complaining about analysts who get worked up over the minor detail that the company doesn't make money.

    Sorry, but the analyst is right, and his criticism is not "unfair." No matter hoe much you like the product, if the company cannot monetize, it is not a good investment. Criticizing earnings quality is certainly "fair".
    Mar 22 03:46 PM | 8 Likes Like |Link to Comment
  • Star Scientific's Shares Set for a Major Pullback [View article]
    I doubt that the FDA or the FTC is going to let anyone market an OTC cure for Alzheimer's.
    Mar 14 09:32 PM | 8 Likes Like |Link to Comment
  • A Comprehensive Scorecard for Citron Research [View article]
    this average also discounts that the stock market soared since 2009, and so +4% is a far lower return than the market as a whole.

    Also, Citron sometimes merely states that stocks are overvalued rather than fraudulent.
    Feb 11 10:39 AM | 8 Likes Like |Link to Comment
  • This $1 Biotech Stock Offers Limited Downside With Huge Reward Potential [View article]
    So the stock is up 20% today because you decided now that the CEO getting canned is bullish after you said in your last article that you were selling because of the CEO departure?

    And people say the markets are efficient. Ha!
    Oct 25 02:31 PM | 7 Likes Like |Link to Comment
  • Inflation Is The Next Potential Crisis [View article]
    Ten-Year Treasury hits all-time low of 1.53% today (breaking previous low of 1.54% set in 1790). You can relax on the inflation front. I'd be more nervous about a crippling deflationary depression if these sorts of yields persist.

    Worrying about the Fed fighting inflation here as a retardant to growth seems equivalent to worrying about flash flooding while dying in the Sahara from dehydration.
    May 31 12:38 PM | 7 Likes Like |Link to Comment
  • As expected, Facebook (FB) prices at $38 (top of its range) and will trade Friday, with the highest valuation of any company on record at IPO time. Trading in the stock will begin at 11 a.m. Eastern Time.  [View news story]
    Excellent, we will be able to say FB was the worst IPO disaster ever in terms of value destroyed within a few short years.
    May 17 04:23 PM | 7 Likes Like |Link to Comment
  • Yongye: Another Chinese Investment Opportunity Beaten Down by Shorts [View article]
    Seriously, you are citing Pettit again? And you didn't even spell his name right? Did you do any research whatsoever, or did you just re-phrase the company's press release? While Kurt's articles are full of logical errors, at least he tried. You on the other hand...

    The short "thesis" doesn't add up to you because, in fact, there is no short thesis. A bunch of different people have done different analysis and come to our own conclusions. There is no organized shorting conspiracy against Yongye (or at least I have no knowledge of one), just independent analysts making their own analysis.
    Feb 28 11:10 AM | 7 Likes Like |Link to Comment
  • Ultra-Low Interest Rates Indicate U.S Stocks Are Cheap [View article]
    "About the best thing you can say about [stocks] is that they’re cheap to Treasuries, but that’s like saying Venus must be a nice place to live because it’s cooler than the sun." -- Inflation Trader

    U.S. stocks are expensive, U.S. bonds are expensive. Avoid both!
    Jul 27 10:41 AM | 6 Likes Like |Link to Comment