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Ocean Man  

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  • 3 Reasons To Avoid Energy Transfer Partners [View article]
    I think it's clear that the big winner in this deal was APU.

    Good day for AT!

    Todd - did you buy the RNF IPO? I did.
    Nov 8, 2011. 02:06 AM | 1 Like Like |Link to Comment
  • Put Your Retirement Portfolio In 'Market Neutral' [View article]
    So, half dividend stocks and half TVIX?
    Nov 2, 2011. 12:19 AM | Likes Like |Link to Comment
  • Retirement Income For Life: Annuities Or Dividends? [View article]
    Theoretically, annuities do insure against outliving your money, or more specifically, outliving your expected remaining lifetime that you allocated your money across. There's an argument that they should be regulated as insurance, as they are very similar to disability insurance in that they pay out monthly amounts for an unknown period of time, and the insurance company wins on some and loses on some. And annuities do pool a risk, that of living past your expected age at death, another element of insurance.

    The reason life insurance companies sell these is because they're a hedge againt changes in mortality as they affect life insurance. E.g. cure for cancer - annuities pay longer, life insurance pays later. A new disease like AIDS, opposite effect.
    Oct 31, 2011. 02:45 AM | Likes Like |Link to Comment
  • American Capital Agency Increases Leverage, Announces Secondary Offering [View article]
    SPO announcement - that's when you buy!
    Oct 31, 2011. 01:53 AM | Likes Like |Link to Comment
  • A dollar spike against the yen has abated slightly after Japan steps up to intervene in trading, a move that came as the currency hit a post-WWII record against the greenback. Against the yen now: dollar +4.5%, euro +3.7%.  [View news story]
    I thought I felt a great disturbance in the Force, as if millions of shorts suddenly cried out in terror.
    Oct 30, 2011. 11:57 PM | 4 Likes Like |Link to Comment
  • 20 Rallying Companies Releasing Earnings Next Week Undervalued By Graham [View article]
    There are quite a few on this list I don't care for, but one I do like is HTGC. It has terrific upside and a 9% yield while you wait.
    Oct 30, 2011. 01:00 AM | Likes Like |Link to Comment
  • The keyword used to be "synergy" - the justification for a host of mergers with varying success rates. In 2011, it's the spinoff that's in: Twenty public companies this year have announced they're breaking pieces off, including Abbott Labs (ABT), Kraft (KFT), ConocoPhillips (COP) and Sara Lee (SLE). And whatever the reason, Dan Primack says, it's good for the economy.  [View news story]
    You don't need synergy to overcome the acquisition premium paid when some stocks have dropped 50%.
    Oct 22, 2011. 11:01 AM | 1 Like Like |Link to Comment
  • The selloff of Crocs (CROX -1.2%), which has chopped shares nearly in half since lowering Q3 guidance, is an "overreaction," Frank Voisin writes, but he's waiting a bit for a chance to buy: "Once the company reports its final figures on Oct. 27, the market may respond negatively again, pushing prices even lower and possibly creating the right entry point."  [View news story]
    This is one of the worst cases of being chopped in half I've ever seen. -Walk Hard
    Oct 21, 2011. 02:57 PM | Likes Like |Link to Comment
  • Kinder Morgan (KMI) will purchase El Paso Corp. (EP) in a $38B deal of cash, stock, and assumption of debt. The price - based on KMI's Friday close - works out to $26.87/share, a 37% premium over El Paso's last trade. KMI CEO Rich Kinder expects the transaction to be immediately accretive to the company's earnings. (PR)  [View news story]
    Holy schnikes! That's a large acquisition.
    Oct 16, 2011. 05:13 PM | 1 Like Like |Link to Comment
  • 11 Reasons The Coming Week Is Going To Be Big [View article]
    My comment was also going to be that you left out one of the most important events coming this week - the Greek vote on Thursday for further austerity measures. Great article otherwise.
    Oct 16, 2011. 05:08 PM | Likes Like |Link to Comment
  • Why Apple Is Highly Likely to Underperform [View article]
    It will not take 10 years for Apple to have a $1T market cap.
    Oct 16, 2011. 10:07 AM | 2 Likes Like |Link to Comment
  • In his testimony before Congress today, Fed Chairman Bernanke bluntly warns that the economic recovery, such as it is, "is close to faltering." Operation Twist, the Fed's latest move to help the sputtering economy, will be "meaningful but not an enormous support." So, with few bullets left, could the Fed Chairman be hinting he's ready to hand the baton back to Washington and the private sector to work its own way free the current economic morass?  [View news story]
    This economy is going nowhere until housing prices go up. Nobody is buying houses because the prices aren't rising. If housing prices started moving up, people would fear they missed the bottom and there would be a mad rush to buy fueling the rise. But we need that catalyst. What is the catalyst if it's not low mortgage rates and a subsidized refi program?
    Oct 5, 2011. 01:20 AM | Likes Like |Link to Comment
  • Analysts at Piper Jaffray, R.W. Baird, and Ticonderoga give their approval to the iPhone 4S, believing the device will keep Apple's (AAPL) smartphone momentum going even if some are underwhelmed. But Henry Blodget is less sanguine, arguing the ~50% of iPhone owners who use an iPhone 4 have little motivation to upgrade.  [View news story]
    Hmmmm.... should I listen to that idiot Blodget or the unanimous view of every other expert?
    Oct 4, 2011. 11:12 PM | Likes Like |Link to Comment
  • In his testimony before Congress today, Fed Chairman Bernanke bluntly warns that the economic recovery, such as it is, "is close to faltering." Operation Twist, the Fed's latest move to help the sputtering economy, will be "meaningful but not an enormous support." So, with few bullets left, could the Fed Chairman be hinting he's ready to hand the baton back to Washington and the private sector to work its own way free the current economic morass?  [View news story]
    Bernanke is throwing Congress an alley-oop and they're just watching it bounce off the court. It all starts with a nationwide refi program, getting a gift from Op Twist.
    Oct 4, 2011. 09:21 PM | 5 Likes Like |Link to Comment
  • Will Tablet Makers Experience 'Margin Compression' [View article]
    I agree with you for the most part, and the fact that tablets can't do spreadsheets is why I don't own one. I'm actually amazed by how many corporations are embracing the tablet despite its deficiencies, but they are. They'll add spreadsheets soon enough.

    I've also noticed that any type of consultant-type business has their employees carrying iPads - they want to appear on top of the latest tech, so they bring their tablets to meetings and then do work on their laptops.
    Oct 2, 2011. 08:51 PM | Likes Like |Link to Comment
COMMENTS STATS
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