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Sammy Pollack

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  • Western Refining Inc: Why I'm Not Bullish [View article]
    backward looking. WNR reported record earnings because of the wide spread. Narrower spread should lead to lower earnings.
    May 13 03:29 PM | Likes Like |Link to Comment
  • Johnson & Johnson: Why I'm Cautious [View article]
    I agree with selling covered calls on JNJ.
    May 13 08:34 AM | Likes Like |Link to Comment
  • American Capital Agency Corp. Sells Shares, Annaly Likely To Follow [View article]
    I would not short or sell NLY ahead of a projected equity raise because the timing is very difficult to predict. NLY could wait a while to do the issue if they think rates will move higher from here and then short sellers would be forced to "pay" the cost of the dividend leading to potential losses.
    Mar 2 10:12 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp. Sells Shares, Annaly Likely To Follow [View article]
    book value changes on a daily basis for these companies depending on what happens in the markets so it is hard to pinpoint precisely what BV is on a given day. Yahoo finance is probably as good a place as any to find most updated BV.
    Mar 2 10:07 AM | Likes Like |Link to Comment
  • 3 Reasons To Avoid Five Below [View article]
    not sure what happened to the chart of FIVE vs DG, FDO, DLTR, it appears to have gotten lost in translation. I am working to get this corrected.
    Feb 22 06:16 PM | Likes Like |Link to Comment
  • VIX Hits 6 Year Low: 1 Move To Make And 1 To Avoid [View article]
    yes SPY puts, not VIX puts
    Feb 19 03:04 PM | 2 Likes Like |Link to Comment
  • Merger With AMR May Send US Airways Shares Surging [View article]
    yes,

    http://seekingalpha.co...
    Feb 12 04:05 PM | Likes Like |Link to Comment
  • Why I Am Sticking With American Capital Agency Corp [View article]
    no, not really. "QE1" which started in november 2008 was targeted at mortgages, not treasurys.
    Feb 4 03:00 PM | 1 Like Like |Link to Comment
  • 4 Reasons Why I Bought Facebook Calls Ahead Of Earnings [View article]
    march 16
    Jan 28 01:38 PM | Likes Like |Link to Comment
  • Wells Fargo: A Wonderful Company At A Fair Price [View article]
    Dividend increase announced today
    Jan 22 06:25 PM | Likes Like |Link to Comment
  • Buy South Korea ETF Following Kim Jong-Un Comments [View article]
    Interesting, WSJ did not focus on the comments about South Korea. Instead, the WSJ piece talked more about the predictable military comments. The vast majority of other news services have focused more on the South Korea comments though.
    Jan 4 10:20 AM | Likes Like |Link to Comment
  • Buy South Korea ETF Following Kim Jong-Un Comments [View article]
    Another piece of news that might be noteworthy...
    http://bit.ly/WqPc98
    Jan 4 10:14 AM | Likes Like |Link to Comment
  • Chubb Corp: A Wonderful Company At A Fair Price [View article]
    Thanks for your comment.

    I agree with what you say about buying at times of natural disasters. I also agree that AIG is a better short term trade than CB. However, I still like CB more as a long-term investment because of the quality. To me, AIG is a classic fair company selling at a wonderful price. Maybe the stock will go up a lot over the next year or so but over the next decade I am less optimistic.
    Jan 4 10:13 AM | Likes Like |Link to Comment
  • Why Apple Should Announce A $100 Billion Stock Buyback [View article]
    what about the fact that, currently, Apple is actually being valued very closely to MSFT. MSFT trades at 14.8 times past earnings and 8.55 times forward earnings. Similarly, Apple trades at 11.7 times past earnings and 9 times forward earnings. So if Apple really is a growth company then why not use this opportunity to buy buck a huge block of stock? After all, the market seems to already have given up on the fact that Apple is still a great growth story.
    Dec 23 09:26 PM | Likes Like |Link to Comment
  • Why Apple Should Announce A $100 Billion Stock Buyback [View article]
    what about the possible tax ramifications with a dividend? If top rate goes to 43% this means 43% of the divs paid to those in highest bracket would go to govt, not shareholders. Buyback makes more sense based on tax reasons.
    Dec 23 08:20 PM | Likes Like |Link to Comment
COMMENTS STATS
377 Comments
170 Likes