Comments on Steve Selengut's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/steve-selengut/articles http://seekingalpha.com/article/77267-compound-stock-earnings-programs-how-much-is-hucksterism?source=feed#comment-543198 543198 Thu, 11 Jun 2009 20:48:25 -0400
]]> http://seekingalpha.com/article/117122-jim-dandy-to-the-economy-s-rescue?source=feed#comment-369860 369860 Thu, 29 Jan 2009 10:43:28 -0500 http://seekingalpha.com/article/117122-jim-dandy-to-the-economy-s-rescue?source=feed#comment-369856 369856 Thu, 29 Jan 2009 10:40:52 -0500 http://seekingalpha.com/article/117122-jim-dandy-to-the-economy-s-rescue?source=feed#comment-369079 369079 Wed, 28 Jan 2009 16:17:20 -0500 financial model. Accomplishing this would mean we would have to start over with everything including how production, savings, investments and planning is done. In effect we would be controlled from birth to death but perhaps this is the way things are going to go anyway. Those that created this mess and took advantage of their position will now dictate to us how we live our lives. MarvinMBA]]> http://seekingalpha.com/article/97672-wall-street-bailout-congressional-cover-up-or-sarbanes-oxley?source=feed#comment-269058 269058 Mon, 29 Sep 2008 19:31:50 -0400 WHERE IS THE FBI NOW??? LETS ARREST AND PROSECUTE??? DID THE FBI GET LOBBYING MONEY just like CONGRESS from fannie and freddi(AKA slush funds for BRIBERY OF GOVERNMENT)

WRITE OR EMAIL CONGRESS EVERYDAY FOR ACTION.
DIEGOjames
NORTHRIDGE]]> http://seekingalpha.com/article/97672-wall-street-bailout-congressional-cover-up-or-sarbanes-oxley?source=feed#comment-268523 268523 Mon, 29 Sep 2008 12:04:58 -0400 http://seekingalpha.com/article/97672-wall-street-bailout-congressional-cover-up-or-sarbanes-oxley?source=feed#comment-268519 268519 Mon, 29 Sep 2008 12:00:23 -0400



: ]]> http://seekingalpha.com/article/97672-wall-street-bailout-congressional-cover-up-or-sarbanes-oxley?source=feed#comment-267659 267659 Sun, 28 Sep 2008 14:44:08 -0400
The individual Deeds of Trust or Mortgages inside these ugly wraps are 95% fine.

It is the packaging, slapped on by Wall Street, which is destroying the value of these DoTs, which are a type of bond.

All the bonds need to be aggregated by a government entity -- collected from everyone who has one in exchange for something of value to their capital and accounting -- and laws passed to disaggregate the MSBs to leave the underlying mortgages.

These Mortgages, or DoTs are highly marketable.

The individual, underlying Deeds of Trust (Mortgages) could be readily valued using standard DoT valuing software now used by thousands of DoT traders and investors. Thousands of these are sold every month.

95% of them would price out and sell just fine.

You're getting your monthly payment. You will continue to. Your rate of return is competitive with any other investment. There is no problem with this asset.

Some of the remaining 5% would have to be "worked out" with the owner/occupier, giving them a new loan on better terms, and some could be sold to private investors who would foreclose on the property and manage it. I don't see any reason why the government should ever have to actually own any real estate.

The key is to get back onto the ground where the individual mortgages -- 95% of which are FINE thank you -- and the houses are.

Wall Street has created a mess, building something they don't understand and which doesn't work.

Let's not package mortgages. They are too diverse and need closer management.

Jan VanDenBerg]]> http://seekingalpha.com/article/97045-market-meltdown-we-need-congress-to-make-this-right?source=feed#comment-263263 263263 Wed, 24 Sep 2008 08:02:25 -0400 I've heard an awful lot of cynical mockery and anger about the ban on naked short selling...I am making a stab in the dark here- but I am guessing that this outrage is coming from a million or more blackberry whizes who now have to hurry and cover their shorts?
I'm also astounded that there would be so much resistance to the gov't's bailout proposal. I am guessing here also, it is more about congress diverting blame from itself to the current whipping boys, Bernanke and Paulson.
I'd like to hear more from this contributor and others whether the Dow, which has swooned 4,000 points - whether it could fall another 4,000 with what appears to be political wrangling this close to election time? And why not fall to a DJIA of 6,000? My personal view is that we should not abandon ship at this moment in history. Buffet placed his bet on the table, and I encourage others to gird their loins also, and make a show of some modicum of courage-and, make for some gesture of 'this far down, and no farther' bottom. In a word, stop dumping shares out of panic. To quote another whipping boy of late, "Stand up and fight!" Show some hutzpah, goys and shiksas.]]> http://seekingalpha.com/article/77267-compound-stock-earnings-programs-how-much-is-hucksterism?source=feed#comment-167735 167735 Wed, 14 May 2008 20:43:48 -0400 http://seekingalpha.com/article/77267-compound-stock-earnings-programs-how-much-is-hucksterism?source=feed#comment-167563 167563 Wed, 14 May 2008 13:50:22 -0400
Seriously though, just like any other option strategy, there are risks. Options can be as conservative or as risky as you want them to be. From a pure risk/reward perspective, a covered call is one of the riskiest of strategies. You still hold all of the risk of the stock going to 0 and only a slight percentage gain if the stock goes to the moon and therefore called away. The probability that the stock is going to 0 or to the moon is pretty slim and this is why CC's can seem like viable strategies over time. I think on low vol stocks over time, this may be a reasonable strategy for someone who's not concerned with taxable events being generated and having to actively manage their account.

Just to add my 2 cents, if anyone thinks a newsletter, a seminar or a website is going to let them in on "little known secrets the pros don't want you to know", then all I can say is I hope whatever you lost was small and the lesson learned was big. There are no shortcuts, do your own homework.]]> http://seekingalpha.com/article/67111-investor-political-priorities-a-survey?source=feed#comment-131458 131458 Tue, 25 Mar 2008 20:14:09 -0400 sharedeconomicgrowth.org for a realistic proposal that fits the bill]]> http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-127217 127217 Sun, 16 Mar 2008 15:12:12 -0400 http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-127012 127012 Sat, 15 Mar 2008 22:12:28 -0400 http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126844 126844 Sat, 15 Mar 2008 10:56:31 -0400
So, buy the dip, right? Well, how far does this dip go down? I suspect we'll find the bottom sometime after a few more Bear Stearns shoes drop, and yes there will be more. Dogma developed from historical statistics doesn't predict the fallout from the subprime/credit crunch/financial institution failure spiral of doom. We don't know where it stops, and we are not in the last innning.

So, I'm not buying the dips, I am covering my short sales. And, when the economic situation improves, I'll know. It will be after the Fed raises interest rates to control inflation, gets inflation under control, and then starts cutting rates. We are looking at a terrible market for two years, unless you really know how to trade.

It's a trader's market. In these environments, stocks are just not where to be. When in an inflationary market, commodities (hard and soft), oil, and precious metals work. Bond yields are effectively negative, corporate profit margins are under pressure due to inflation - standard investments are not happy places right now.

Read Black Swan, by Nicholas Nassem Talib, and you'll see that what we are in is a real crisis, with a long tail of consequences which are not positive in the short term. Know the risk before you get in. It's tough to know how deep the risk rabbit hole is right now.

Good trading.]]> http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126799 126799 Sat, 15 Mar 2008 02:25:16 -0400
if the Fed and the federal government are on one team, do you really want to be on the other? they control the printing presses. how can you win against that?]]> http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126798 126798 Sat, 15 Mar 2008 02:18:52 -0400
during the 1970-1980, the Dow Jones returned an astounding 0%. Nominal!

yes, the markets have trended up fairly smoothly since Nixon took us off the gold standard, but to blindly assume that they will just keep going up is just a bad foundation for an analysis.]]> http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126760 126760 Fri, 14 Mar 2008 21:52:53 -0400 http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126659 126659 Fri, 14 Mar 2008 16:25:22 -0400
]]> http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126584 126584 Fri, 14 Mar 2008 13:24:18 -0400
Kevin Kennedy
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]]> http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126491 126491 Fri, 14 Mar 2008 11:06:58 -0400 http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126383 126383 Fri, 14 Mar 2008 08:48:49 -0400 http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126331 126331 Fri, 14 Mar 2008 06:12:43 -0400 http://seekingalpha.com/article/68533-the-rally-is-coming-always-buy-too-soon?source=feed#comment-126330 126330 Fri, 14 Mar 2008 06:10:02 -0400 http://seekingalpha.com/article/67628-asset-allocation-investing-by-the-numbers?source=feed#comment-124039 124039 Sat, 08 Mar 2008 17:12:07 -0500 http://seekingalpha.com/article/67628-asset-allocation-investing-by-the-numbers?source=feed#comment-123904 123904 Sat, 08 Mar 2008 08:46:24 -0500 http://seekingalpha.com/article/67111-investor-political-priorities-a-survey?source=feed#comment-121929 121929 Tue, 04 Mar 2008 10:33:00 -0500 How many people aren't willing to take economic gambles and perhaps create an innovative new business because of health care? I'm one of them. As a former cancer survivor, I cannot apply for health insurance on my own. I literally can't start my own business unless I am willing to forgo insurance. I have to work for a corporation and join a group plan. So many people have pre-existing conditions and are caught in health care limbo which puts them career limbo. Maybe the next breakthrough startup company is wasting away in a cubicle because of this problem.]]> http://seekingalpha.com/article/67111-investor-political-priorities-a-survey?source=feed#comment-121867 121867 Tue, 04 Mar 2008 08:53:39 -0500
I don't think it is prejudicial to say that the current administration has done almost nothing right. It would pain me to list all the inattention, cronyism and waste.

But help (and maybe even hope) is on the way. Either Democrat would have similar qualities to the first Clinton. And the Republicans could filibuster anything too far out.

I think John McCain would also act similarly, and would certainly be restrained into level-headed compromise by a Democratic Congress.

Pretty hopeful, huh? I am an unrepentant optimist, but we still have 10 months of this awful administration to get through.
]]> http://seekingalpha.com/article/66289-just-another-credit-crunch?source=feed#comment-119889 119889 Wed, 27 Feb 2008 16:28:24 -0500 http://seekingalpha.com/article/66289-just-another-credit-crunch?source=feed#comment-119845 119845 Wed, 27 Feb 2008 15:02:52 -0500 I buy a contract, cost one hundred. The underlying security goes down 10 percent - and doesn't come back. As time passes, I'm down 20 30 40 50 percent, and then, one fine day, voosh! 100 percent loss.
This is LEVERAGE. BAnks are overly LEVERAGED and it's JUST BEGINNING to become apparent. So, please, do a little research into the credit equation. Don't mean to be mean but it's a mean market. Lots of mean people.]]>