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  • Why Gold and Silver Will Rise [View article]
    Time to move away from gold and into silver. Gold investing is reaching a bubble stage, so the spill over money from gold will enter silver.
    Aug 18, 2011. 03:27 PM | 2 Likes Like |Link to Comment
  • The New Seeking Alpha Portfolio iPhone App [View article]
    Awesome...waited soooo long for this...!!
    Sep 12, 2012. 11:52 AM | Likes Like |Link to Comment
  • Inside The Black Box Of ETFs: Tracking Error May Cost More Than You Know [View article]
    Tracking error is something that cannot be done away it, except for in ideal markets with no transactions costs, highly liquid markets and perfect price matching. An alternative would be view tracking error as a floating component of fees.
    For ETF's tracking popular indices, this error should be very small and investors can judge a good ETF from a bad one based on tracking error.
    However, if an investor is investing in an exotic ETF, he/she should be willing to accept the tracking error as additional fee for the investment opportunity.
    Aug 30, 2011. 04:08 PM | Likes Like |Link to Comment
  • Is Google The New Goldman? [View article]
    The concept of "building fines into the business model" seems like a good idea, wonder if they teach that stuff in business school..!!
    Aug 30, 2011. 03:47 PM | Likes Like |Link to Comment
  • 3 Reasons Why The Social Media Bubble Is Sure To Burst [View article]
    One of the major differences between the tech bubble, the housing bubble and the social media bubble is who is creating that bubble.

    In case of the tech boom, it was start-up corporations and venture capitalists backing those start-ups. During that time, internet was new, most entrepreneurs had not heard of online advertising, all they did was create a website for whatever idea they had.

    The housing bubble was again created by institutions. Cheap lending and lax underwriting standards coupled with innovative financial engineering was to blame.

    Social media on the other hand is consumer driven. Internet users have increased manifold since the days of the dotcom and no more just restricted to developed countries. Social media may not burst as anticipated, it may fizzle down for some time, but it won't be a CRASH..!!
    Aug 24, 2011. 11:17 PM | Likes Like |Link to Comment
  • Liberty Media's New Investment Bodes Poorly for Barnes & Noble Shareholders [View article]
    The convertible preferred security adds $204 million of securities ahead of current shareholders along the capital structure. This is a negative development. This is even more alarming considering that CEO Leonard Riggio and other insiders are large common shareholders. For them to sign off on such a major placement of senior securities, it may signal a desperation for capital.

    - If the management holds significant positions in the common stocks, a convertible preferred offering, rather than being alarming is a very positive sign that the management has faith in the business model and operations. They are willing to give up their seniority to convertible holders since they are confident that all classes of shareholders will be paid off.

    -For a company like BKS, a high-yield offering would indicate desperation. If in the current business environment the company has issued convertibles, it represents solid faith in the business, both on the part of the borrower and the lender. Liberty media sees value in BKS shares which is why they chose a convertible offering.
    Aug 22, 2011. 01:37 PM | Likes Like |Link to Comment