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Kamil Kolacek

 
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  • Las Vegas Sands misses by $0.04, misses on revenue [View news story]
    It wasn't a bad quarter all, Macau will rebound and be strong, and LVS will continue to prosper and thrive from the huge long-term China wave.
    Jul 16 05:59 PM | 2 Likes Like |Link to Comment
  • The Risks Of Being Out Of The Game [View article]
    Very true. Always hedge by being long the market to some degree, even if you think valuations are stretched. No need to be 100% or 0% invested at the extremes.
    Jul 16 02:59 PM | Likes Like |Link to Comment
  • American Apparel: An Attempt To Objectively Evaluate The Current Situation [View article]
    Yeah, let's see how they handle the existing $260m+ debt load and the new picks to the board. If handled correctly and aimed towards the long-term I agree with the 10+bagger potential.
    Jul 12 01:51 PM | 1 Like Like |Link to Comment
  • American Apparel: An Attempt To Objectively Evaluate The Current Situation [View article]
    Standard General is making the right moves, I like what I see. I want to evaluate their picks for the board though, before I make any investment. It had a nice run last week, but with a thorough turnaround stock could be back to $8-10 in a relatively short amount of time.
    Jul 12 01:49 PM | 2 Likes Like |Link to Comment
  • Apple: The Party Is Over; Initiating With A Bearish View [View article]
    Blair ??? Is this you??? A bear hiding in a cave now??
    Jul 10 01:14 PM | Likes Like |Link to Comment
  • APP confirms Standard General deal; Charney, others leaving board [View news story]
    Finally, some serious housecleaning being done with the election of 6 new board members!
    Jul 9 05:51 PM | 1 Like Like |Link to Comment
  • Algorithmic Forecast Is Bullish On Las Vegas Sands [View article]
    Exactly, my preferred strategy is to sell puts on high volatility stocks that I would not mind owning. That is what I am doing with LVS.
    Jul 9 11:22 AM | 1 Like Like |Link to Comment
  • Algorithmic Forecast Is Bullish On Las Vegas Sands [View article]
    Absolutely agree. Buffet also likes monopoly businesses and Macau essentially has a monopoly on Chinese gambling. LVS is the dominant player in the zone and ideal company to ride the boom into another decade.
    Jul 9 10:46 AM | 2 Likes Like |Link to Comment
  • Solutions For Fannie And Freddie's Future, But Profits Still Go To The Government [View article]
    That is a unique way of looking at it. We're at the bottom of that range right now, so obviously the massive reward potential is not what it once was when these shares were trading sub- $1.00, but then again back then it was almost universally assumed that the government would wipe out the common.
    Jul 7 11:39 AM | Likes Like |Link to Comment
  • It's Independence Day For Fannie And Freddie [View article]
    I do not think that DC would be comfortable with the courts deciding the ultimate fate of the two crown jewels of the US economy and arguably the two most important firms in the country. The stability of the mortgage market and overall health of the US economy is very dependent on what happens to the GSEs. DC will not just sit idly by and let a court decide what happens to them, no matter how cynical one is about Congress' ability to get things done might be.
    Jul 6 07:37 PM | 1 Like Like |Link to Comment
  • It's Independence Day For Fannie And Freddie [View article]
    Yes, and the author could have expanded much more on his underlying thesis as well, in my opinion. Seemed kind of cut off at the end.
    Jul 6 04:31 PM | 2 Likes Like |Link to Comment
  • It's Independence Day For Fannie And Freddie [View article]
    This article started off very strongly and bombastically. I liked that, but I expected a much longer, detailed, and thorough article and explanation on why the GSE's will not be eliminated by Congress, and how they will be restored to prominence and health, and subsequently their equities fairly valued at multiples of current rates.

    It seemed like you had to cut the article short for unbeknown reasons. It would have been nice for a deeper analysis, especially in regards to your beliefs that FNMA and FMCC will not be wound down.
    Jul 6 04:29 PM | 1 Like Like |Link to Comment
  • The Gift That Keeps Giving [View article]
    It is always dangerous to sell puts on stocks that have upcoming earnings announcements, esp. if they are short-dated. You might find yourself assigned rather quickly.
    Jul 6 04:13 PM | Likes Like |Link to Comment
  • The Best Passive Retirement Strategy In The World [View article]
    That is a very big *If though. Sure, once can reasonably create a portfolio that might be successfully able to throw off 7% in income 1, 2, or 3 years in a row, but try to produce that result over a 20-35 year period with little interruption or without some serious clunkers, blow-ups and loss of principle. It would be extremely difficult to do.
    Jul 6 01:19 PM | Likes Like |Link to Comment
  • The Best Passive Retirement Strategy In The World [View article]
    Now that is a bonafide Einstein quote!
    Jul 6 01:16 PM | Likes Like |Link to Comment
COMMENTS STATS
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