Seeking Alpha

Papa of Four

 
View as an RSS Feed
View Papa of Four's Comments BY TICKER:
Latest  |  Highest rated
  • A Time To Cheer Or A Time To Cry [View article]
    Was the really, for me or for jj's usual buy the market comment?
    I am not sure I have ever heard him say anything other than that lol.
    Jan 31, 2015. 08:34 PM | Likes Like |Link to Comment
  • Deutsche Bank AG's (DB) CEO Anshu Jain on Q4 2014 Results - Earnings Call Transcript [View article]
    What are the chances that Greece, sues (DB).

    http://bit.ly/1BIHqPb
    Would they settle out of court?

    They would not be the only ones.

    PoF
    Jan 31, 2015. 11:17 AM | Likes Like |Link to Comment
  • A Time To Cheer Or A Time To Cry [View article]
    Answer, it went to a new high on strong earnings, but interday sold off sharply with the rest of the market.

    That is a change from the normal routine which has seen safe haven money go into the IBB WHEN the market sells off.

    I like the IBB as a chart, I think it goes higher, it is just that right now there will be a correction at the first opportunity. This is worse for the Nasdaq as the IBB has been helping to support it as stated in several articles.

    I use the IBB as in indicator for market direction of the Nasdaq.

    I dont know if you got chance to read the full explanation in the last article, but it helps to explain my thinking even if I am utimately wrong. It has worked pretty well so far though.

    Thanks for the comments.

    PoF
    Jan 30, 2015. 02:42 PM | Likes Like |Link to Comment
  • Q4 GDP growth of 2.6% a bit light of estimates [View news story]
    Lol most of this including the number was fairly predictable.

    http://seekingalpha.co...

    What is not altogether clear is the direction from here and FED indecision has a LOT to do with that. When the FED says it dont know, you should expect some market uncertainty.

    PoF
    Jan 30, 2015. 12:48 PM | Likes Like |Link to Comment
  • Facebook's call touches on spending plans, video, forex, search [View news story]
    Lowered guidance,
    Increased expenses.
    Dollar sensitive, not a good thing if there is a rate hike in the distant future.
    The beat was expected and built in, they just did not AMAZE. Expectations for the company can get too far ahead of reality sometimes. Think it is just taking a breather with the rest of the market.

    PoF
    Jan 28, 2015. 10:04 PM | 1 Like Like |Link to Comment
  • Do You Believe Me Now? [View article]
    I am definitely in buy the dip mode, just that the bottom of this dip, could by 1K lower on the DOW. Solid support there to give a base to the next leg up.

    PoF
    Jan 27, 2015. 12:29 PM | 2 Likes Like |Link to Comment
  • Do You Believe Me Now? [View article]
    Good Job Bret,

    I held off putting out at article at the weekend as I was still of the opinion nothing was certain. I had previously turned negative on the market ahead of the Dec 29th top.
    In my article last week, http://seekingalpha.co...
    I suggested that the ECB easing would give the market a short term fix, which would be unconvincing. We did not break and hold above the 17,838 I targeted in the DOW.
    Market may look for support by 16800, but this could also be unconvincing and predicated on FED action. Seeing a test of 16400 this month, as outlined Dec 19th http://seekingalpha.co....

    IBB still a very crowded trade, watch for signs of capitulation as that suggests we go much, much lower.

    Bullish USO may be saving grace. Considering a long EUR/USD this afternoon.

    PoF
    Jan 27, 2015. 11:40 AM | 3 Likes Like |Link to Comment
  • Adaptive Medias: A Fast Growing Ad-Tech Microcap With The Potential For An M&A Exit [View article]
    Got a mailer out from IRP yesterday. They obviously sent it before all this happened, but it did say keep a close eye on the stock.lol

    PoF
    Jan 27, 2015. 11:21 AM | Likes Like |Link to Comment
  • The Eurozone Is Doomed: Why ECB Bond Purchases And The Greek Election Don't Matter [View article]
    Ok, Ok, while they are not part of the actual EU, because they voted against it last time round, they are in fact tied into Europe by the Schengen agreement which pre-dates Maastricht and the EU Lisbon treaty.. In fact I am pretty sure that this whole idea was Norway's even if they are not playing anymore.

    Excuse any spelling errors in those 2, they are not easy.

    PoF
    Jan 27, 2015. 11:18 AM | Likes Like |Link to Comment
  • Who Will Win The 2016 U.S. Presidential Election?  [View instapost]
    You don't have Ben Aflec in your odds list.

    He may just run for fun.lol
    Jan 27, 2015. 11:08 AM | Likes Like |Link to Comment
  • Adaptive Medias: A Fast Growing Ad-Tech Microcap With The Potential For An M&A Exit [View article]
    Extremely good sign. Trading up on the news on what is a terrible day in the market.

    Did anyone nibble a little at the lows yesterday. I did not, but starting to wish I had.


    PoF
    Jan 27, 2015. 11:03 AM | Likes Like |Link to Comment
  • Virtual And Augmented Reality Rising [View article]
    Andreas, even if this is nothing more than a fancy controller for the gamers to play with, there is still a lot of money in it.

    Longer term, if it is effective and useful and can be integrated into life, then it is a tech shift, like the one we had with the iPod, then iPhone etc.

    Too early to say which one, it is, but there is money to be made out of either.

    PoF
    Jan 27, 2015. 07:41 AM | Likes Like |Link to Comment
  • Who Will Win The 2016 U.S. Presidential Election?  [View instapost]
    The bankers

    PoF
    Jan 26, 2015. 06:43 PM | Likes Like |Link to Comment
  • Who Will Be Prime Minister After The Next British Election? [View instapost]
    Do not forget the SNP, will be out in force due to the failure to separate from the UK last year. Scotland will feel that it is important to be properly represented in Westminister to ensure that reforms go through as promised.

    This more likely to hurt Lib Dems and Labour in that order., but may push the Green Party into 3rd place ahead of the Lib Dems.

    Green party and SNP would be more likely to side with Labour. Lib Dems may be too weak to form a coalitional government with Conservatives; unless the Conservatives make gains it is a close call.

    Just thoughts.

    PoF
    Jan 26, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • Virtual And Augmented Reality Rising [View article]
    Another article failing to identify (HIMX) as the winner in this section. Up over 24% in the last week with more to come. Suppliers to Apple, Google, FB, Microsoft, Lenovo, Samsung Xiaomi and many more.

    There is not virtual reality with out them at the moment.
    http://seekingalpha.co...

    all the best

    PoF
    Jan 26, 2015. 05:44 PM | Likes Like |Link to Comment
COMMENTS STATS
725 Comments
521 Likes