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Nat Stewart  

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  • Why VXX Loses Value Over Time: Another Look [View article]
    "Futures will decline in value no matter how they are sloped" That is not true.
    May 29, 2015. 08:05 PM | 1 Like Like |Link to Comment
  • CTO: Huge Hidden Value, Major Catalysts Imminent [View article]
    Yea, as gsterling said pointed out, you missed the fact that the $3 per share includes land sales. It actually will not matter much tactically speaking, as IMO when the Minto sale closes and the others do to, the stock should get a big boost.
    May 29, 2015. 07:40 PM | Likes Like |Link to Comment
  • CTO: Huge Hidden Value, Major Catalysts Imminent [View article]
    They don't need to, they have no interest in predicting the stock price. The growing short interest is related to the convertible issuance priced on March 5th.
    May 29, 2015. 07:38 PM | 3 Likes Like |Link to Comment
  • National Beverage Corporation: A 6 Point Inspection [View article]
    Well, I guess you completed the 6 point inspection. Fair enough. However, I think you missed the real story. The Value of the LaCroix brand continues to explode upwards, among other things.

    Anyone seeking more info, stay tuned - I have started putting together material for my next "FIZZ" article.
    May 29, 2015. 06:11 PM | Likes Like |Link to Comment
  • CTO: Huge Hidden Value, Major Catalysts Imminent [View article]
    Great article.
    May 29, 2015. 03:39 PM | Likes Like |Link to Comment
  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    Nice job Kay. It has been 5 years since your article, Lets check in on RJA performance since then, when Jim Challenged you to "stay short".

    http://tinyurl.com/pye...

    What do you know? Negative over every single time period measured, and -30% return since inception. I guess you beat Rogers on that trade.
    May 29, 2015. 12:29 PM | 1 Like Like |Link to Comment
  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    Good point. Similarly, No one seems to notice that the record of his performance that is known ended in 1980, when he stopped working for Soros, and even then it was Soros's record and not his. We have no idea if he has beaten the SP500 since that time, or even matched it. He did make a hefty profit by buying a brownstone in NYC in the 1970's for a song and reselling it in more recent years, but the worship of his supposed track record is based on events of 35+ years ago when he was an analyst - who by Soros's own words "was not allowed to pull the trigger" on an investment idea or trade.
    May 29, 2015. 10:18 AM | Likes Like |Link to Comment
  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    How would you know? he was an analyst for Soros but has never run a fund that has a documented track record on his own. Simply investing the money he made with Soros when he left that firm in 1980 in an S&P fund would have made him a very wealthy man.
    May 29, 2015. 09:10 AM | Likes Like |Link to Comment
  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    Bert, how exactly do you think ETNs create their exposure? There is no such thing as "tracking an index" without a mechanism to replicate the economic exposure.
    May 28, 2015. 06:44 PM | 1 Like Like |Link to Comment
  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    I recall reading an article by Jim Rogers in the now defunct magazine, "Worth" with much the same hypothesis. The fellow has been saying the same thing for nearly 20 years.

    Monsanto seems to be a fairly decent way to invest in this concept, I would stay away from the agricultural ETFs.
    May 28, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Why VXX Loses Value Over Time: Another Look [View article]
    Anyone who wants to understand these products correctly at an intuitive level should start following, analysing, and trading the futures. Once you do this, all the "confusion" will be lifted. It is actually pretty simple.

    It is only "confusing" because stock traders who don't understand the underlying markets put a false framework of what is "intuitive" on what is really going on. They have it backwards, mostly.

    An intro article I did in 2013 on the topic can be found here:

    http://seekingalpha.co...
    May 28, 2015. 01:37 PM | Likes Like |Link to Comment
  • Michael Kors: A Bargain After Market's Panic Reaction [View article]
    It could be that consumers have finally woken up to the simple truth of the brand - the clothing is vulgar, poorly made, and vastly overpriced. The aspirational shopper at this very low taste level has maxed out her/his credit card.
    May 27, 2015. 04:32 PM | 3 Likes Like |Link to Comment
  • I'm Not Buying The Panic, This 9% MLP Yield Is Secure [View article]
    Thanks for linking to that. It looks like the PDF for the presentation is up on their site here (PDF)

    http://bit.ly/1HM4VN0
    May 27, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • I'm Not Buying The Panic, This 9% MLP Yield Is Secure [View article]
    Low Natural gas plus what looks to be sub 40 pricing for Illinois coal are hurting this stock. I'm wondering if there will need to be a larger washout in terms of producers/supply before things turn around.
    May 27, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • I'm Not Buying The Panic, This 9% MLP Yield Is Secure [View article]
    I think you are confusing the dividend coverage ratio with the dividend payout ratio. The distribution is very secure at this time, particularly relative to other MLPs.
    May 27, 2015. 10:47 AM | 10 Likes Like |Link to Comment
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634 Comments
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