Login
Manage Portfolio
Post a StockTalk
Write an Instablog
Get Daily Email Alert
Seeking Alpha
Home
The Macro View
Stocks & Sectors
Global Markets
ETFs
Investing Ideas
Breaking News
Transcripts
Business Intelligence
Tom Armistead
»
Articles
(66)
|
Tom Armistead
165
Followers
67
Following
You are currently following Tom Armistead
Stop Following
You are no longer following Tom Armistead
Profile
Articles (66)
Instablog (21)
Comments (506)
Sort by:
Latest
|
Editors' Picks (4)
|
Most Commented
|
Most Popular
Why I'm Still Drawn to BJS Services
on Jun 30, 2009
•
BJS
,
UNG
Cogo Group: Value Prospect with Exposure to 3G in China
on Jun 24, 2009
•
COGO
Jabil Circuit: Options Strategy Ahead of Earnings
on Jun 18, 2009
•
JBL
,
TECH
Geithner, Summers on the Same Page About CDS
on Jun 16, 2009
•
BAC
,
C
,
GS
Summers on Regulation: What Larry Left Out
on Jun 13, 2009
Jungle Ethics Financialism vs. Free Market Capitalism
on Jun 08, 2009
•
SPY
Valero vs. Tesoro: Comparing Two Refiners
on Jun 08, 2009
•
TSO
,
VLO
Office Depot: Ending the Dumpster Dive
on May 28, 2009
•
ODP
,
SPLS
Options Strategy: Reverse Collar or Fence
on May 22, 2009
•
JBL
,
MBI
Options Strategy: Diagonal Spreads
on May 15, 2009
•
DOW
,
STX
MBIA and BofA: Thoughts on Litigation
on May 14, 2009
•
ABK
,
BAC
,
MBI
MBIA Earnings: Disappointing but No Cause for Alarm
on May 13, 2009
•
ABK
,
MBI
,
XLF
Stress Tests: Where Do CDS Fit In?
on May 05, 2009
•
AXP
,
BAC
,
BBT
MBIA: Can Litigation Create Shareholder Value?
on May 04, 2009
•
BAC
,
MBI
,
MCO
How to Handle the Homebuilders 'Rally'
on Apr 26, 2009
•
KBH
,
RYL
,
TOL
The Problem with Regulatory Arbitrage
on Apr 20, 2009
•
AIG
,
ALL
,
KBE
Adaptec: Value Plus a Possible Catalyst
on Apr 16, 2009
•
ADPT
Jabil Circuit May Benefit from Increased Outsourcing
on Apr 14, 2009
•
JBL
Fixing the System: What's Missing?
on Mar 25, 2009
•
XLF
Humana: Bargain Price, High Volatility
on Mar 23, 2009
•
HUM
Dionex Corporation: Quality at a Discount
on Mar 19, 2009
•
DNEX
,
TECH
FASB Proposes a Return to Reality
on Mar 17, 2009
•
XLF
Aurelius Sues MBIA Over Transformation: What This Means for Investors
on Mar 13, 2009
•
MBI
Dumpster Diving at Office Depot
on Mar 12, 2009
•
ODP
Hartford Financial's Risks and Alternatives
on Mar 05, 2009
•
HIG
Another Way of Looking at Risk in Financials
on Mar 02, 2009
•
ABK
,
ALL
,
CB
Stress Tests: Banks vs. Bond Insurers
on Feb 27, 2009
•
ABK
,
BAC
,
C
Olin: Worth Its Salt
on Feb 23, 2009
•
DOW
,
OLN
,
OXY
Masco: Debt, Buybacks and Goodwill in Perspective
on Feb 18, 2009
•
MAS
Why Geithner's Plan Will Work
on Feb 12, 2009
•
SPY
,
XLF
Bernanke's 'Procyclicality' - What Does It Mean?
on Feb 02, 2009
Tesoro Outperforming the Crack Spread
on Jan 15, 2009
•
TSO
1
2
3
Next Page
Articles by Ticker
ABK
,
ADPT
,
AIG
,
ALL
,
AXP
,
BAC
,
BBT
,
BJS
,
BK
,
C
,
CB
,
COBR
,
COF
,
COGO
,
CTS
,
DNEX
,
DOW
,
FITB
,
FNM
,
FRE
,
GE
,
GS
,
HBC
,
HIG
,
HTCH
,
HUM
,
JBL
,
JPM
,
KBE
,
KBH
,
KEY
,
LEH
,
LEHMQ.PK
,
LUFK
,
MAS
,
MBI
,
MCO
,
MER
,
MET
,
MHP
,
MS
,
ODP
,
OLN
,
OXY
,
PNC
,
PRU
,
PSEM
,
RF
,
ROH
,
RYL
,
SPLS
,
SPY
,
STI
,
STT
,
STX
,
TECH
,
TESS
,
TOL
,
TSO
,
TTMI
,
UNG
,
VLO
,
VSH
,
WDC
,
WFC
,
WM
,
XLF
Latest Comments on Tom Armistead's Articles
Shale Gas
on
Why I'm Still Drawn to BJS Services
: One other things to consider. The rig count has gone down but the...
more »
User 305589
on
MBIA and BofA: Thoughts on Litigation
: The cruicial point here is the reorganization of mbia. obviously,...
more »
ripskii
on
Why I'm Still Drawn to BJS Services
: Another good company in this area is Dawson Geophysical (DWSN). ...
more »
Tom Armistead
on
Why I'm Still Drawn to BJS Services
: Suppliers should be attractive, the thinking would be along the...
more »
Larry House
on
Why I'm Still Drawn to BJS Services
: Since timing is impossible, as you say, BJS makes sense as a...
more »
Respirate
on
Why I'm Still Drawn to BJS Services
: Tom, fine comprehensive article. I appreciate that you don't...
more »
Tom Armistead
on
Jabil Circuit: Options Strategy Ahead of Earnings
: It's not about the 100. It's about a low cost trade that breaks...
more »
TCK
on
Jabil Circuit: Options Strategy Ahead of Earnings
: Clarification ? You suggest trading 20 total contracts. Then $30...
more »
Tom Armistead
on
Jabil Circuit: Options Strategy Ahead of Earnings
: Trading costs for a retail investor (which I am) would be...
more »
TCK
on
Jabil Circuit: Options Strategy Ahead of Earnings
: What are your trading costs ? Seems like commissions would make...
more »
Henry Buttal
on
Summers on Regulation: What Larry Left Out
: Tom, I am going to again offer a slightly different view. I...
more »
old&broke
on
Geithner, Summers on the Same Page About CDS
: To KirbyJF1; I agree completely with your comments with the...
more »
Poor Dude
on
Jungle Ethics Financialism vs. Free Market Capitalism
: I'll pile on and also say kudos for well-written and compelling...
more »
376602
on
Geithner, Summers on the Same Page About CDS
: -totally agree! Now let's see if the President and US...
more »
KirbyJF1
on
Geithner, Summers on the Same Page About CDS
: Hi Tom I totally agree with your thoughts on this, Also they...
more »
Latest Comments on Tom Armistead's Articles
Latest Comments on Tom Armistead's Articles