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Neoclassical Economist  

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  • Skechers Sales Are Slowing: Fact Or Fiction? [View article]
    Tansy, the earnings estimates jumping from $0.40 in Q2 to $0.90 in Q3 seems strange and rather concerning. How can there be such a jump? Do we really expect that bookings more than double between Q2 and Q3??
    Sep 29, 2014. 11:53 AM | Likes Like |Link to Comment
  • Searching For High Yield And Diversification With ETNs [View article]
    I think if one expects interest rates to rise soon, then both DVHL and BDCL are better choices than MORL. I expect mREITs' earnings to be much more impacted than BDCs' earnings.
    Jul 31, 2014. 08:34 PM | Likes Like |Link to Comment
  • Searching For High Yield And Diversification With ETNs [View article]
    Cubeless, looks like you are well diversified in the ETNs! Today was a good day to buy more notes.
    Jul 31, 2014. 08:28 PM | Likes Like |Link to Comment
  • Searching For High Yield And Diversification With ETNs [View article]
    The footnote below the table explains that the yield shown is annualized based on the latest payment. I do like CEFL as well, but DVHL is also broadly diversified with a nice yield.
    Jul 30, 2014. 10:20 AM | Likes Like |Link to Comment
  • Skechers: 3rd Straight Blowout Earnings Report Coming Wednesday [View article]
    Short SKX ahead of the earnings??? This is madness, you must know nothing about this company and about investing in general. Say bye to your investment, it works for us.
    Jul 22, 2014. 04:10 PM | Likes Like |Link to Comment
  • Skechers: 3rd Straight Blowout Earnings Report Coming Wednesday [View article]
    Good job Tansy - I agree with your analysis and predictions! Long Skechers and I expect earnings to come in at $0.65/share for the 2nd Quarter.
    Jul 22, 2014. 11:55 AM | Likes Like |Link to Comment
  • JA Solar: Does This Second Fiddle Company Deserve A Second Look? [View article]
    Nicely done, thanks! I agree that with such a strong balance sheet, JASO has little downside currently. I'm not so worried about the US tariffs since management's focus is more on the China and Asia-Pacific markets.
    Jun 9, 2014. 01:43 PM | 2 Likes Like |Link to Comment
  • Is The Swiss Franc Overvalued? Purchasing Power Parity [View article]
    Thanks for the detailed article. But FXF provides a measure of the Swiss franc against the US dollar, correct? So in recommending FXF, why all the comparisons with the Euro?
    Oct 17, 2012. 02:50 PM | Likes Like |Link to Comment
  • This Cheap Gold Miner Is Ready To Glitter Again [View article]
    How come there is no mention of the mines' reserves? That would be critical in valuing a company.
    Jul 24, 2012. 04:22 PM | Likes Like |Link to Comment
  • 10 Most Shorted Business Development Companies [View article]
    Both FSC and PSEC look solid and as I mentioned in the article their short interest has been going down since January. PSEC and TICC have been good to me in the past and I don't see that changing in the near future.
    Apr 26, 2012. 06:50 PM | Likes Like |Link to Comment
  • Top 10 Most Shorted Gold Mining Stocks [View article]
    I have not researched AUQ, though it seems interesting. I follow ABX and GOLD closely.
    Apr 11, 2012. 07:59 PM | Likes Like |Link to Comment
  • Top 10 Most Shorted Gold Mining Stocks [View article]
    Short interest is definitely a double-edged sword - it shows that shorts have spotted some weakness and are exploiting it, but at the same time they have to cover their positions at some. This is what gives you that big volatility. With SPPI you need to try to figure out what is the weakness, and when you believe that the weakness is going way that would be a great time to jump in.
    Apr 11, 2012. 07:33 PM | 1 Like Like |Link to Comment
  • Gold Mining Stocks - Down But Not Out [View article]
    Noneleft, in my opinion the way to overcome this bizarre disconnect is to have the big miners announce major share buybacks at these depressed prices, and to see strong insider buying. This will draw enough attention from the herd to jump back in.
    Mar 23, 2012. 11:32 AM | Likes Like |Link to Comment
  • Gold Mining Stocks - Down But Not Out [View article]
    From what I see in ABX and GG reports, production costs increases have not been that dramatic and are more than compensated by the increase in gold selling prices.
    Mar 22, 2012. 12:06 PM | 5 Likes Like |Link to Comment
  • Gold Mining Stocks - Down But Not Out [View article]
    Yes, gold ETFs have presented investors with a choice they didn't have before. So why are so many choosing to buy the ETF and sell the miner? I think this goes back to investor psychology and herd mentaility, i.e. thinking that ETFs are a much safer bet, even though in reality the ETF would not exist without the miners.
    Mar 22, 2012. 12:02 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
49 Comments
27 Likes