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  • Time To Sell This Bull Market? [View article]
    Yes and corrected, thanks.
    Mar 27 12:32 AM | Likes Like |Link to Comment
  • How To Prepare For Upcoming Fiscal Cliff [View article]
    Thanks for reading. To prepare, "have some hedges set up" based on your risk tolerance.
    Oct 18 04:24 PM | Likes Like |Link to Comment
  • U.S. Fiscal Cliff, European Debt Crisis & China Slowdown: What Investors Need To Be Prepared For [View article]
    EFA excludes U.S. stocks. The fund generally tracks the price and yield performance of publicly traded securities in the European, Australasian and Far Eastern markets, as measured by the MSCI EAFE Index. Long EFA is belief on a debt resolution over time. German Chancellor Angela Merkel contends a solution to the crisis to take years.
    Jul 21 12:33 PM | Likes Like |Link to Comment
  • Seeking Alpha welcomes its 1 millionth member! That's a community 1M strong (and counting) of your fellow investors, reading, blogging and chatting about where to invest. To celebrate our million users, imagine you have $1M in play money to put where you like; use the comments on this post to tell us what stocks, ETFs or other investments would get your allocations - and how you use Seeking Alpha to help make those decisions.  [View news story]
    Congratulations Seeking Alpha...well done!
    Mar 26 10:48 PM | 1 Like Like |Link to Comment
  • U.S. Economy Facing Japan-Like Deflation: What Investors Need To Know [View article]
    Correction: Prem Watsa of Fairfax Holdings is hedging against deflation with CPI-linked derivatives and not credit default swaps as previously mentioned.
    Mar 12 11:12 PM | Likes Like |Link to Comment
  • U.S. Economy Facing Japan-Like Deflation: What Investors Need To Know [View article]
    The 200% is based on gross debt.

    A key consideration in evaluating accurately the burden of public sector debt is to understand the distinction between gross debt (often the headline number) and net debt (true measure of debt burden).

    For detail explanation, please refer to my reply to kwm3 below.
    Jan 24 02:14 AM | Likes Like |Link to Comment
  • U.S. Economy Facing Japan-Like Deflation: What Investors Need To Know [View article]
    The jury is still out on how Obamacare will impact drug stocks. Increase in volume is anticipated for big cap pharmaceuticals because a lot more insured people will be visiting their physicians and getting prescriptions. Also thanks to good pricing power, big pharma might be able to pass through the tax that they will be assessed.
    Jan 24 02:02 AM | Likes Like |Link to Comment
  • U.S. Economy Facing Japan-Like Deflation: What Investors Need To Know [View article]
    A key consideration in evaluating accurately the burden of public sector debt is to understand the distinction between gross debt (often the headline number) and net debt (true measure of debt burden).

    A large chunk of the the U.S. federal debt is held by various government agencies or government trust funds and therefore needs to be subtracted out. So in assessing the true size and burden of the debt is to exclude internally held intra governmental debt. Once we do this according to economists and U.S. government statisticians we arrive at federal debt held by the public.

    Recent Gross Federal Debt and Net Federal Debt figures:

    Gross Federal Debt Debt Held by Public (Net Federal Debt)
    FY 2012 $16.7 trillion $10.8 trillion
    FY 2011 $15.5 trillion $9.9 trillion
    FY 2010 $13.5 trillion $8.2 trillion
    FY 2009 $11.9 trillion $6.8 trillion
    FY 2008 $10.0 trillion $5.3 trillion

    When we use the smaller $9.9T net federal debt number as the numerator, we get to a U.S. net debt-to-GDP of a 70.7% (9.9T/14T).
    Jan 24 01:55 AM | Likes Like |Link to Comment
  • BofA Revisited Following Buffett's $5B Cash Infusion [View article]
    Aggressive investors who can get their arms around BAC's or similar institutions' financial position might consider investing in them (see Theodor Tonca's comment below). Also Warren Buffett invested $5 billion in BAC because he considered BAC to be a strong company with good leadership.
    Sep 8 01:09 AM | Likes Like |Link to Comment
  • 3 Banks Trading Below Tangible Book Value and Near 52-Week Lows [View article]
    Sources: Robert Shiller, some studies by regulators, and Bloomberg News, respectively. The final capital requirements for SIFI is still under consideration by regulators and can increase "to" as high as 14%. The Basel Committee on Banking Supervision is considering extra capital requirements of as much as 3.5 percentage points that the largest banks may face if they grow bigger. The capital surcharge based on some studies may range as high as 7 percentage points above the Basel III requirements according to Fed Governor Daniel Tarullo in a testimony to the House Financial Services Committee in Washington. He said the final figure, now under consideration by regulators, may not be 7 percentage points and that he sees a need to “calibrate” the number based on risks of the assets held by the biggest banks. Many of the requirements will be subject to extended phase-in periods.
    Jun 24 02:30 PM | 1 Like Like |Link to Comment
  • How to Protect Profits as QE2 Comes to an End [View article]
    The market drop can be attributed to a confluence of factors, with sovereign debt crisis in Europe being one of them. The debt situation is and will continue to be a headwind.
    May 25 05:21 PM | Likes Like |Link to Comment
  • How to Ride Growth in India [View article]
    1.44% dividend yield is measure of the annual dividends of the shares of all index components divided by the index value as of 3/31/2011. Morningstar and Yahoo generally reports the ETF's distribution yield. The difference in yields can be attributed to tracking error and/or fees associated with EPI.
    May 18 10:15 PM | Likes Like |Link to Comment
  • How to Ride Growth in India [View article]
    EPI is a passively managed low-cost Exchange Traded Fund (ETF) with an annual expense ratio of 0.88%. Comparatively, IFN is an actively managed Closed End Fund (CEF) with a 50% higher annual expense ratio of 1.32%. Therefore, we like EPI's long-term cost advantage and are willing to trade-off active management for lower fees. Past performance is no guarantee of future performance.
    May 9 07:59 PM | 2 Likes Like |Link to Comment
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