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Squeeky Wheel

 
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  • China Housing And Land Development: Low-Risk Going-Private Deal
       • Fri, Aug. 29 CHLN 2 Comments

    Summary

    • 12-36% annualized (3% in < 3 months to 6% in 2 months) with little to no risk.
    • China Housing & Land Development will pay $1.75 per share to holders of less than 50,000 shares.
    • Management is very eager to close quickly.
    • Access to private credit ensures financing.
  • The Not So Mysterious Lofty Stock Market Elevations
    Wed, Aug. 20 SPY 12 Comments

    Summary

    • Low expected growth rates and low discount rates can account for most of the ‘high’ CAPE levels.
    • The market at CAPE 25 is no discount, but probably not overvalued.
    • There is no indication that recession is likely in the immediate future.
  • Washington Trust: Excellent Last Year, Dividends Ahead
       • Tue, Aug. 12 WASH Comment!

    Summary

    • Steady growth in lending over the last year.
    • Expenses down through opportunistic funding changes.
    • New branch could lead to larger market share in Providence.
  • Unexpected Singapore Dollar Opportunity
    Fri, Aug. 8 FXSG Comment!

    Summary

    • Monetary Authority of Singapore will continue policy of appreciation for Singapore dollar.
    • Recent climb in USD/SGD exchange provides an opportunity.
    • USD/SGD could move to 1.22 in next few months; shorting euro/sgd may be even better.
  • Envision Healthcare Holdings: Big Profit From ACA, But Still Expensive
    Fri, Jul. 11 EVHC Comment!

    Summary

    • Conversion of non-paying uninsured to insured patients could add over 30% to earnings this year alone.
    • $1.9 billion in debt to private equity is still a concern.
    • Price remains elevated even with added earnings.
  • Which Way For The Pound?
    Thu, Jun. 26 FXB 1 Comment

    Summary

    • Carney's forward guidance this month is not as contradictory as it seems.
    • GBP interest rates are likely to start rising around the end of the year.
    • England is doing better than Europe but still has significant slack.
  • Don't Fear BofI Holding's Interest Rate Gap
       • Mon, Apr. 14 BOFI 2 Comments

    Summary

    • A short-term negative interest rate gap is normal for banks.
    • Bank of Internet's long-term interest rate gap is positive.
    • Bank of Internet will profit if rates stay low in the short term and then slowly rise gradually.
  • Singapore Dollar Will Continue Strengthening
    Thu, Apr. 10 FXSG 13 Comments

    Summary

    • Despite recent low inflation, Monetary Authority of Singapore still foresees inflation risks due to wage pressures.
    • Monetary Authority of Singapore policy announcement next week will keep current policy of "moderate and gradual appreciation".
    • USD/SGD will move to 1.23 or 1.22 in the next few months.
  • Singapore Dollar Appreciation Ahead
    Tue, Feb. 11 FXSG Comment!
  • Singapore: Bubble Contained, Economy Stable
    Fri, Jan. 31 EWS 9 Comments
  • Monthly Macro I - Secular Stagnation?
    Dec. 10, 2013 IEF, TIP 4 Comments
  • Bitcoin Part 2: Valuation?
    Nov. 12, 2013 COIN 19 Comments
  • Singapore Dollar Set To Drop Then Climb
    Nov. 12, 2013 EWS, FXSG, EWSS Comment!
  • RR Donnelley Could Print Even More Gains
       • Aug. 16, 2013 RRD 2 Comments
  • Singapore Dollar Bouncing Back
    Aug. 9, 2013 FXSG 6 Comments
  • Time To Board Premier Exhibitions' Titanic?
       • Aug. 6, 2013 PRXI 9 Comments
  • High Moneyness Investments - Comparing Short-Term Bond Funds
    Jul. 25, 2013 BSV, CSJ, FLOT Comment!
  • Singapore Dollar Drops, Watch For The Rebound
    May. 20, 2013 FXSG Comment!
  • Singapore Updates: Upsides And Downsides
    May. 19, 2013 EWS 11 Comments
  • American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come?
    May. 3, 2013 AGNC 70 Comments
  • Japan: Inflation, Deflation Or Bond Crash?
    Apr. 29, 2013 DXJ, JGBD, JGBL 38 Comments
  • How Bitcoin Works And What That Says About Long-Term Bitcoin Value
    Apr. 18, 2013 GLD, EBAY, IAU 21 Comments
  • A Bank You Can Trust (To Pay Dividends): Washington Trust Bancorp
    Apr. 15, 2013 WASH 4 Comments
  • Has Premier Exhibitions' Titanic Sale Sunk?
    Apr. 4, 2013 PRXI 59 Comments
  • The Singapore Dollar: A More Valuable Alternative To Greenbacks?
    Apr. 3, 2013 FXSG 13 Comments
  • The Lion City - Background And Introduction For Investing In Singapore
    Mar. 25, 2013 EWS, AVGO, CLLDY 17 Comments
  • Will The Focus Media Buyout Close?
    Mar. 12, 2013 FMCN 4 Comments
  • Fear, Greed, And Market Tops
    Feb. 14, 2013 SPY 4 Comments
  • The Debt Is Irrelevant (For Now) And What That Means To Interest Rates
    Feb. 11, 2013 TBF, TLT, TIP 25 Comments