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Mark W. Bertolin

 
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  • One Thing Is Odd [View article]
    No matter what you write your short position is very likely a losing tactic for Amazon. It's a different company with different goals. I enjoy your articles but more beating the negative drum doesn't help investment decisions. An article on mobile payment would be helpful. The big boys are headed there very quickly.
    Aug 19 09:45 PM | 2 Likes Like |Link to Comment
  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    Sorry Paulo, I appreciate your evaluation but disagree with your conclusion. Amzn is now in the buy zone. Naked puts are the tool. Retail is a low margin world and building a moat as huge as amazon has makes competition less threatening. I'm betting that Amzn has plenty is room to move to increase profits and cash flow. They will be a dominant force for many years to come. Yes the valuation is silly but we are buying future market share dominance in many sectors. Sell puts, cover shares if assigned and redo until pricing reaches high points not supported by revenue expansion. There is a lot of money to be made trading amazon. Readers should focus more on making money for themselves and less on guessing the future of Amazon. Trade where there is opportunity.
    Jul 27 06:31 PM | Likes Like |Link to Comment
  • Terra Nitrogen: Paying Less For Dividend Income [View article]
    Brendan,thanks for posting. I will do further research looking for changes in language. This does present a risk with prices at a low point. A greater risk for the long term investor with a higher basis. If anyone can locate the basis for the 75% partner shares please share as this would give investors good insight as to risk.
    May 25 01:15 PM | 2 Likes Like |Link to Comment
  • Terra Nitrogen: Paying Less For Dividend Income [View article]
    We consider all the fundamental aspects of a business and key on competitive environment. With TNh the prospect of greater need for their products outweighed current challenges. The dividend is a key factor relative to price including the previous dividend cut.
    May 21 10:22 AM | 3 Likes Like |Link to Comment
  • The North American Rare Earth Industry: Calm Before The Storm For U.S. Security Of Supply [View article]
    I was very hopeful for their water purification project. I guess I'll have to wait and see. Not selling anytime soon thanks for the comments.
    May 16 11:39 AM | Likes Like |Link to Comment
  • The North American Rare Earth Industry: Calm Before The Storm For U.S. Security Of Supply [View article]
    So will mcp go broke or become the market leader and get back to $90 a share?
    May 15 11:23 AM | Likes Like |Link to Comment
  • If You Can't Retire At 30, Then How About 38? [View article]
    I retired at 55 its not magic. Work, Save, Work, Save. Spend less then you make forever. Discover your passion for things in the markets and fuel your retirement with interesting investments that pay dividends. Its supposed to be fun. Go do what you want to do. Working in retirement is also in the "fun" category when you are doing what you want to do, when you want to do it. Do not believe what the media is telling you. Do it with your own math! Invest as early as you start working and never stop.
    Feb 19 06:31 PM | 6 Likes Like |Link to Comment
  • Freeport-McMoRan: Hold While Digging For Dividends [View article]
    Another tactic to boost income while the market settles down, if that is ever the case, is to sell puts as an open order. Selling a put delivers the premium immediately and obligates you to buy shares if pricing matches your strike price. Currently March 22nd Put pricing for a strike at $30 is trading at $.81. This works as a dividend replacement strategy.
    Feb 4 12:06 PM | 3 Likes Like |Link to Comment
  • Vanguard Natural Resources: High Yield With Acceptable Risk [View article]
    Thanks for the comments. I should have better outlined the MLP catagory and applied it to VNR rather than present as earnings a and dividends. For internal measurement we consider MLP performance as if it was a stock for better 1-1 comparison. The numbers and calculations are output from a regognia and proprietary software system. From the comments it looks like consensus is that VNR is a good position to have on our shopping list.
    Jan 30 11:36 AM | Likes Like |Link to Comment
  • Apple Earnings: Getting Past The Dip [View article]
    Sell APPL Puts while the price is down and enjoy the income. If the world ends and AAPL prices fall enjoy the expanding dividend. Its hard to not get caught up in the media game but earnings are reality. Invest for earnings.
    Jan 28 05:17 PM | 1 Like Like |Link to Comment
  • Terra Nitrogen - Making Sense Of The Price [View article]
    Technicals VS Obama EPA control over manufacturing.
    RSI is climbing. We plan on riding out the volatility and earn dividend shares as pricing recovers.

    "Recognia has detected a "Head and Shoulders Bottom" chart pattern formed on Terra Nitrogen Units (TNH on NYSE). This bullish signal indicates that the price may rise from the close of 144.47 to the range of 161.00 - 165.00. The pattern formed over 22 days which is roughly the period of time in which the target price range may be achieved.
    Terra Nitrogen Units has a current support price of 144.18 and a resistance level of 156.11."
    Jan 6 12:45 PM | Likes Like |Link to Comment
  • Terra Nitrogen - Making Sense Of The Price [View article]
    Thanks for the insights. I find it strange that tnh continues to slide. It seems more logical that if selling is a dividend cut reaction it should have happened more swiftly. Now that it's in oversold territory we might find out if it is a rebalance or if there is something wrong that is yet undiscovered.
    Dec 19 01:48 PM | 1 Like Like |Link to Comment
  • Terra Nitrogen - Making Sense Of The Price [View article]
    Today down to $140. Yesterday after hours it was up $8.00 so extreme volatility has arrived just in time for Christmas. My reentry target was $143.
    Dec 18 12:20 PM | Likes Like |Link to Comment
  • Terra Nitrogen - Making Sense Of The Price [View article]
    Today TNH hit a 52 week low on no news. There are four firms listed with current opinions. One underperform, 2 buys and one neutral each from December 2013. I didn't see any insider trading. Thompson did downgrade from buy to hold 12/16 coordinating with todays share price decline. The RSI is currently at 25.19. Todays price drop broke what I had set for resistance of $152.18. Volume was up 10k from the 10 day average.
    Dec 16 01:31 PM | 1 Like Like |Link to Comment
  • Terra Nitrogen - Making Sense Of The Price [View article]
    John I can't provide pricing advise. I will say that it's a good idea to follow this for awhile and buy prior to the div ex date if it still meets your criteria.
    Nov 19 07:13 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
105 Comments
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