Comments on Max Analysis' articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/max-analysis/articles http://seekingalpha.com/article/90010-a-continued-short-case-for-automobile-finance-companies?source=feed#comment-236176 236176 Fri, 22 Aug 2008 02:21:14 -0400 http://seekingalpha.com/article/90010-a-continued-short-case-for-automobile-finance-companies?source=feed#comment-236174 236174 Fri, 22 Aug 2008 02:19:32 -0400 http://seekingalpha.com/article/90010-a-continued-short-case-for-automobile-finance-companies?source=feed#comment-230638 230638 Thu, 14 Aug 2008 17:30:04 -0400 http://seekingalpha.com/article/88837-time-to-short-the-utilities?source=feed#comment-229931 229931 Thu, 14 Aug 2008 03:43:32 -0400 this has created exceütional opportunities going forward as dividends will once again be the major contributir to total stock market returns over the rcoming 4-5 years. So shorting utilities might not be so smart a move. That being said, there are far more compelling dividend plays out there - e.g. in the MLP sector, certein reits and selected financial stocks like acas]]> http://seekingalpha.com/article/88837-time-to-short-the-utilities?source=feed#comment-228670 228670 Tue, 12 Aug 2008 11:49:41 -0400
Of course you could probably find some utilities that are over-leveraged, under pricing or regulatory pressure, or have mismanaged their supplies and derivatives. But you need to do the research to come up with a good specific short - shorting a fairly boring sector ETF based on a shallow interest-rate guess is not going to produce impressive profits. Interest rates are notoriously difficult to time because the market anticipates them and they don't always have the effect you would expect. If you really think you can outpredict the market on rates, you should be a bond investor, where at least your guess has a direct effect on pricing. ]]> http://seekingalpha.com/article/90010-a-continued-short-case-for-automobile-finance-companies?source=feed#comment-227007 227007 Sun, 10 Aug 2008 04:56:50 -0400 http://seekingalpha.com/article/90010-a-continued-short-case-for-automobile-finance-companies?source=feed#comment-226439 226439 Fri, 08 Aug 2008 16:18:16 -0400 http://seekingalpha.com/article/88837-time-to-short-the-utilities?source=feed#comment-225415 225415 Thu, 07 Aug 2008 15:29:03 -0400 http://seekingalpha.com/article/88837-time-to-short-the-utilities?source=feed#comment-225166 225166 Thu, 07 Aug 2008 11:51:48 -0400
And every single month along the way i read the exact same articles saying utilities had to under-perform because rates were rising. And every single one of those articles was wrong.

Maybe the technical analysis angle is correct, i just don't follow that stuff.

Best of luck to everybody]]> http://seekingalpha.com/article/88837-time-to-short-the-utilities?source=feed#comment-222302 222302 Mon, 04 Aug 2008 11:42:29 -0400 http://seekingalpha.com/article/88837-time-to-short-the-utilities?source=feed#comment-222183 222183 Mon, 04 Aug 2008 10:14:15 -0400 http://seekingalpha.com/article/88837-time-to-short-the-utilities?source=feed#comment-222152 222152 Mon, 04 Aug 2008 09:47:36 -0400