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Roger Newman

 
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  • Tanzanian Royalty Exploration Is An Excellent Short Candidate [View article]
    Um, take a look at the date of my post. The stock was trading in the mid 3's. That looks like it was a pretty good short to me since the stock is in the low 2's now. Who says you have to hold until it hits zero? Would you rather have been long or short since my post? The proof is in the price action. It has been down or unchanged for 19 of the past 20 days. Yeah, I'd love to be holding long here...
    Oct 17, 2013. 09:17 AM | Likes Like |Link to Comment
  • Tax Loss Selling Opportunity In Busted Closed-End Fund IPOs- Part I [View article]
    How has this idea worked in years past?
    Oct 9, 2013. 10:38 AM | Likes Like |Link to Comment
  • Tanzanian Royalty Exploration Is An Excellent Short Candidate [View article]
    Look at the volume chart; they hit at the close
    Sep 21, 2013. 11:18 AM | Likes Like |Link to Comment
  • Tanzanian Royalty Exploration Is An Excellent Short Candidate [View article]
    Let's see what happens at the close on the 20th. That is the date TRX is removed from the index and funds tracking the index must divest over 7 million shares. Perhaps it will have no effect but that is a lot of shares for the market to absorb when the largest holder I could find owns 4 million shares...
    Sep 17, 2013. 05:31 PM | Likes Like |Link to Comment
  • Tanzanian Royalty Exploration Is An Excellent Short Candidate [View article]
    Who is going to absorb over 7 million shares other than shorts covering? Any of you longs out there ready to spend $24 million on those shares? Depending on short covering to protect your long is a very risky proposition!
    Sep 12, 2013. 11:02 AM | Likes Like |Link to Comment
  • Reshuffling The (Historical Return) Deck [View article]
    James, I'm a great believer in broad asset allocation and your articles/updates on the GMI are appreciated. Please keep it up!
    Aug 27, 2013. 02:36 PM | Likes Like |Link to Comment
  • Annaly Capital gets new CFO [View news story]
    eltito, don't make the mistake of looking at your purchase price when making a decision. The correct decision (in addition to taking tax issues into account) is whether you would want to buy NLY at this price or is there a better place for your money. I am not giving an opinion but forward performance is the only thing that matters, not how much you may be behind...
    Aug 19, 2013. 05:24 PM | 4 Likes Like |Link to Comment
  • Think Before You Leap Into Muni Closed-End Funds [View article]
    We are certainly closer to a bottom than a top!
    Aug 16, 2013. 12:51 PM | 1 Like Like |Link to Comment
  • InterOil -13% on report that Papua New Guinea deal with Exxon at risk [View news story]
    This is quite the soap opera
    Aug 16, 2013. 10:51 AM | Likes Like |Link to Comment
  • Think Before You Leap Into Muni Closed-End Funds [View article]
    In your article you mentioned UNII but you didn't provide any of that data for the five funds you highlighted?
    Aug 14, 2013. 02:36 PM | 2 Likes Like |Link to Comment
  • SPY To Stall: Jobs Report Sends Warning Signals [View article]
    But the title of your article was SPY to stall. Additionally, the drop in the unemployment rate was primarily due to the drop in labor force participation. Even fed comments suggested that the rate itself is not the final arbiter of policy.
    Aug 7, 2013. 01:06 PM | Likes Like |Link to Comment
  • SPY To Stall: Jobs Report Sends Warning Signals [View article]
    A weak jobs market bodes well for continued QE which is pushing the markets higher. Wouldn't you think that weaker jobs data gives support to continued QE and high equity prices?
    Aug 7, 2013. 12:23 PM | Likes Like |Link to Comment
  • Equity CEFs: The Most Undervalued And Overvalued Funds - 6 Months Later [View article]
    Doug, I would also like to be able to see your performance.
    Aug 6, 2013. 09:45 PM | Likes Like |Link to Comment
  • Performant Financial: Solid Play On Student Loan Defaults [View article]
    You should take a look at the financials for both collection agencies and debt purchasing firms and you can get a pretty good idea.
    Jul 23, 2013. 04:20 PM | Likes Like |Link to Comment
  • Performant Financial: Solid Play On Student Loan Defaults [View article]
    It's true that a growing student loan problem will likely led to increased business for Performant. Have you looked into their cost to collect? It would also seem likely that as college graduates have difficulty finding jobs that the ability of debtors to pay, and conversely the cost to collect, will increase. This could negatively impact profit margins...
    Jul 23, 2013. 01:28 PM | 1 Like Like |Link to Comment
COMMENTS STATS
259 Comments
218 Likes