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  • Millennials: Bonds Aren't Just For Old People [View article]
    Even now when bond prices are so high and almost guaranteed to go down when interest rates finally rise?

    Why not just keep that money in cash, because if you put that money in a bond fund with a 10 year duration it could go down 10% for each rate increase of 1%.
    Sep 16 08:18 PM | 1 Like Like |Link to Comment
  • Should Amazon pick at RadioShack's carcass? [View news story]
    Plus there are other mergers that make more sense:
    Sep 16 08:02 PM | Likes Like |Link to Comment
  • Microsoft to acquire Mojang for $2.5B [View news story]
    I think these questionable deals are getting out of hand:
    Sep 16 07:51 PM | Likes Like |Link to Comment
  • Bad News For Homebuilders Continues [View article]
    Challenge accepted! Here's my article on housing and my favorite homebuilder (MDC):

    Can't wait to read your comments on it about what an optimistic fool I am. How about instead of bickering like children, we just make a bet like men and let the market decide. I'll bet you an ounce of silver that MDC goes up 20% before the homebuilder of your choice goes down 20%. Deal?
    Sep 16 04:12 PM | Likes Like |Link to Comment
  • Is Tesla Really Overvalued? [View article]
    non-GAAP, non-GAAP, non-GAAP, non-GAAP, non-GAAP...

    Oh, sorry, my keyboard got stuck, yet I still used the term non-GAAP 35 fewer times than Tesla's latest 8K:

    Seems like it's kind of hard to have earnings growth when they don't have any actual earnings yet, right?
    Sep 16 03:17 PM | 3 Likes Like |Link to Comment
  • The Time For Caution Has Arrived [View article]
    I tend to echo your sentiment, I have a bad feeling that today's rise is one last fake out rally before the Fed pulls the rug out from under the market and we finally get a long overdue correction.
    Sep 16 02:20 PM | 1 Like Like |Link to Comment
  • Should Amazon pick at RadioShack's carcass? [View news story]
    Or they could buy the USPS, that loses even more money.
    Sep 16 02:09 PM | 1 Like Like |Link to Comment
  • Geospace: Just Wishing Doesn't Make It So [View article]
    Thanks, told myself I was going to pull the trigger on VMI when it got below $140, but now that it's here I'm getting gunshy, although I agree below $130 would be a very attractive price, so maybe I'll finally buy it if it ever gets down there.

    I prefer to keep it simple since like Buffett says it's best to be approximately right than precisely wrong, so I'm not as sophisticated as you in doing DCFs with WACCs and all that acronym based analysis that relies so much on assumptions.

    I prefer to either buy reasonably priced companies with sustainable long term advantages (I feel MON falls into that category) or super cheap looking stocks where the sentiment is incredibly negative but they could turn it around (OII or any deepwater drilling stock would seem to fit the bill, my two favorites are ATW and GEOS).
    Sep 16 02:07 PM | Likes Like |Link to Comment
  • Silver Wheaton: The Best Way To Play Silver? [View article]
    Sure, I guess there's always bankruptcy risk if prices drop so much they don't have the cash flow to service their debt, but this seems much less likely than silver just dropping a bit, in which case they can still make money whereas you couldn't with bullion.
    Sep 16 01:38 PM | 1 Like Like |Link to Comment
  • Should Amazon pick at RadioShack's carcass? [View news story]
    They definitely need to do this, because I'm concerned they won't meet next quarter's projection of an $800M loss. The Fire Phone flop helps, but they really need to invest in another money losing business to make sure they continue to exceed expectations.
    Sep 16 01:25 PM | 1 Like Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    "it was a gift from an ex-wife"

    That explains a lot, I was wondering how his wife could put up with his constant railing against Apple, not to mention the money it's lost them.

    I know my wife was getting sick of me ranting about how undervalued Apple was at $450 and how I wanted to throw even more good money after bad when it got under $400.
    Sep 15 08:31 PM | 1 Like Like |Link to Comment
  • Oceanica EIA Leaks In Mexico: Official Opposition Begins [View article]
    I thought OMEX was already bankrupt? I guess that was just wishful thinking on the part of Meson.

    I'm just curious why he would bother continuing to bash this company, as he's already presumably made a nice return, whether through prescience or just persistence in perpetuating this innuendo.

    Not sure why he would continue to expend so much time and energy on his jeremiad against this relatively unknown company. Maybe his short position is just too large to unwind, as I always see OMEX high up on the days to cover list.
    Sep 15 08:24 PM | 3 Likes Like |Link to Comment
  • Geospace: Just Wishing Doesn't Make It So [View article]
    Thanks for the prompt reply. By the way, I'm finally going through some of your more recent articles. Excellent job, in particular on MON, OII, and VMI.

    We seem to share a similar investing philosophy so I'm just curious which you feel is the best buy right now?
    Sep 15 08:14 PM | Likes Like |Link to Comment
  • TJX Companies: Still A Bargain Or Is The Sale Over? [View article]
    We seem to have similar taste in stocks, so I was just curious if you happened to see my article on TJX/ROST and whether you think a merger might make sense?
    Sep 15 08:10 PM | Likes Like |Link to Comment
  • Update: Primero Mining Earnings - Breaks Even In Q2 [View article]
    Belated kudos for a nice call, just curious if you're going to provide another update now that they've provided an operational update for Black Fox:
    Sep 15 07:53 PM | Likes Like |Link to Comment