Seeking Alpha

Investor Nirav

View as an RSS Feed
View Investor Nirav's Comments BY TICKER:
Latest  |  Highest rated
  • Gold And Silver Prices Reverse Higher At Key Support Levels [View article]
    You wrote: "Obamacare is another example of policies which could severely increase our national debt and cause us to possibly default like Greece."

    We cannot default like Greece simply because we can print away our debts.
    Jun 29 01:37 PM | 3 Likes Like |Link to Comment
  • Simple Portfolio Building: Aggressive Growth [View article]
    given the historic lows on bonds, and the decades-long bull market in them, using the 20 yr bond doesn't seem like a good idea.

    I'd go with a lower duration bond ETF.
    Apr 4 04:00 PM | Likes Like |Link to Comment
  • 5 Cash Cows For Safety In 2012 [View article]
    very interesting.
    Feb 1 02:23 PM | Likes Like |Link to Comment
  • The Use And Misuse Of Tactical Asset Allocation Funds [View article]
    do you have any opinion about GTAA?
    Jan 24 08:29 PM | Likes Like |Link to Comment
  • Inside Realty Income's Capital Structure [View article]
    In your Disclosure line, you said you're planning to swap your O equity for that of NNN.
    Does that mean NNN is a better value than O? That contradicts the line before it.
    Jan 13 04:01 PM | Likes Like |Link to Comment
  • Frontier Communications: A Top Income Idea For 2012 [View article]
    very interesting. I'll have to look in to it.

    I own VOD for the dividend.
    Dec 29 02:22 PM | Likes Like |Link to Comment
  • Profiting From The Euro's Collapse And Looming Inflation [View article]
    Inflation is not guaranteed, which is why you should still practice investment discipline of buying great companies at great valuations. (and proper portfolio allocation, among other things). That's why I'm waiting for MA to get cheaper before entering a long position.
    Dec 20 07:00 PM | Likes Like |Link to Comment
  • Plump Monthly Dividend Stocks For 2012 Retirement [View article]
    Great post.
    I've AT since before it's been trading on the US stock exchanges (it trades on the Toronto exchange).
    I just sold some more naked puts today. Great income stocks make for great option income plays too!
    Nov 23 01:15 PM | 1 Like Like |Link to Comment
  • Why You Should Be A Growth Investor - And A Value Investor [View article]
    what tool do use to you filter for the value stocks using the criteria listed?
    Sep 27 02:36 PM | Likes Like |Link to Comment
  • Do Investors Remember The Tech Bubble? [View article]
    excellent write-up!
    Sep 26 01:01 PM | Likes Like |Link to Comment
  • Overvalued Investments to Sell or Sell Short [View article]
    you're shorting BXP at 2 times FCF?
    Jun 16 10:10 AM | 1 Like Like |Link to Comment
  • The Flaw in Google's Business Model: Site Scrapers [View article]
    Google's business model doesn't seem to be flawed - it's just their search engine algorithm that is annoying content producers.

    The search engine is still linking to quality content (since your content is very high quality!), only it's not helping drive traffic to your site.

    You might want to spend some resources on improving the SEO of your website. You'll probably get more out of it.

    Incidentally, seeking alpha also scraps feeds (with permission of course) and has the decency to leave in all the links as well.
    Jun 8 08:34 PM | Likes Like |Link to Comment
  • Agreeing With Cramer: 10 Reasons Google Is a Great Value Play [View article]
    Its a sad day when I agree with Cramer !!!

    I totally agree with your conclusion.
    Jun 6 08:56 PM | Likes Like |Link to Comment
  • Charlie Munger on Google's Moat - It's Huge... Probably the Widest He's Ever Seen [View article]
    Google should be worth close to $700 per share right now.
    Jun 6 08:52 PM | Likes Like |Link to Comment
  • Google Still Undervalued [View article]
    Yes, that true for many large cap tech stocks today. They're selling for ridiculously cheap valuations.

    It's hard to believe people would pay 600 times earnings for a LinkedIn, and not even 20 for Google.

    My portfolio has become rather tech heavy this year, with Intel, Cisco and Vodafone. But that's where the value lies. Although I bought VOD around $22 a year ago -
    Jun 6 08:49 PM | Likes Like |Link to Comment