Pzena Investment Management (PZN)

All Comments on PZN

  • commenter
    Peppio
    Sep 09 08:04 PM
    My Website
    Nine Stocks Going Ex-Dividend in September [view article]
    The author of this article should explain a little bit more on details concerning the above companies. Give an example of how it is done. GT is right, it might cost someone 25 cents trying to steal a dime. Especially for beginners. Reply
  • commenter
    User 42915
    Sep 09 12:49 PM
    Nine Stocks Going Ex-Dividend in September [view article]
    GREAT IDEA. JUST DON'T LET YOUR BUY AND SELL COSTS EAT IT AND/OR YOU IN THE PROCESS.

    COMMENT BY: GT.

     Reply
  • commenter
    Egg
    Jun 22 07:37 PM
    NYSE Stocks with the Highest Short Interest as a % of Float [view article]
    The first chart with the # of total shares shorted is a tad misleading since it does not account for stock splits, IPOs, secondary offerings, and takeovers. It needs to be laid out against a chart with the total # of shares outstanding to be accurate. Reply
  • commenter
    user80210
    Jun 22 04:50 PM
    NYSE Stocks with the Highest Short Interest as a % of Float [view article]
    What about Indymac Bank? Reply
  • commenter
    gudway
    Jun 22 12:24 PM
    NYSE Stocks with the Highest Short Interest as a % of Float [view article]
    Of more interest is the lower part of the list
    This upper part just shows an established matured condition
    Investors/risk takers are more interested in unstable conditions.
    So show the bottom part of the list
    Reply
  • commenter
    secmaven
    Jun 22 11:26 AM
    NYSE Stocks with the Highest Short Interest as a % of Float [view article]
    I thought the shorts were the pros in this game. Where are the financials that collapsed last week? The "experts" are all shorting the obvious, consumer discretionary companies that are an "automatic" loser in a recessionary climate. Talk about the herd instinct. It appears to equally prevalent among the pros as it is the sheeple. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:23 AM
    My Website
    General Discussion on PZN
    Is this a buy or a sell? Reply
  • commenter
    healthy
    sceptic
    Jan 21 07:58 PM
    No End in Sight to Banking Crisis [view article]
    Why is it that most Americans can't accept the idea that there could be a recession and that it is the natural consequence of a credit binge which is now causing an economic hangover. It seems to me that the whole edifice of the financial system in America is based on a false reality which is crumbling before our eyes. However millions are still denying it and after spending themselves into oblivion they expect the Chinese, Saudis and Singaporeans to bail them out. What America really needs is a deep recession in the same way that a spoilt child needs to be caned to knock some sense into him. We've had our fun and it's now payback time. Let's face the coming inevitable recession like real men, not contemptuous fools who want gains but no pain and never learn from adversity. The author of this article is telling the plain truth, which is why it hurts some of the posters here so much, to judge from their comments. Reply
  • commenter
    SmartGuyStoc
    ks.com
    Jan 08 12:47 PM
    No End in Sight to Banking Crisis [view article]
    WB is testing 34.50. Guess all the bulls were wrong ... Reply
  • commenter
    Zeppelin
    Jan 03 10:13 PM
    No End in Sight to Banking Crisis [view article]
    I have a Pen and need $5Mil. I have no credit and I make $100K per year. Will someone please lend me the $5Mil ? I want to buy a $1Mil home and a Lamborghini. I figure I can invest the other $3.75Mil and pay back the loan off the Dividends. My name is Black Hole... Reply
  • commenter
    User 135949
    Jan 03 06:05 PM
    No End in Sight to Banking Crisis [view article]
    I won't go anywhere near the financials until they begin to rise as a sector. I don't expect that to happen anytime soon, perhaps not this year. As Baron Rothschild once said in response to an inquiry regarding why he wasn't more heavily invested in the market, "I would rather be out of the market, wishing I were in, than in the market, wishing I were out." Reply
  • commenter
    SmartGuyStoc
    ks.com
    Jan 02 06:03 PM
    No End in Sight to Banking Crisis [view article]
    I said I will be buying banks as soon as their share prices start reflecting the increasingly negative risks. Why do WB shareholders not listen when I say I will be a buyer WHEN THE END IS IN SIGHT? My thesis is that it is still too early to buy banks -- not that banks will never be a good buy. Please read and digest the article before bashing simply because you are long WB and cannot stand the truth about the company to be discussed in public.

    Jack Kreg, you are another reminder that the same bashers came our during the tech bubble when people started getting bearish on tech. Like I asked before, please provide data supporting why banks will go up rather than continue going down. Otherwise, you are the editorial writer for your own long shares. And why can I not promote my business? That's what this site is for: writing blog entries about finance. What do you want me to write about? How great WB is? I will do that as soon as they get their ship in order, not because of cash flow at the beginning of a weakening economic environment and credit crisis.     Reply
  • commenter
    jack kreg
    Jan 02 05:15 PM
    No End in Sight to Banking Crisis [view article]
    SMARTGUY---NOT, you are abusing this site, by mouthing off like a commercial advertizing wonk. Don't use this site to promote your business. Reply
  • commenter
    jack kreg
    Jan 02 05:12 PM
    No End in Sight to Banking Crisis [view article]
    I love poster who write a few million words. The article is way tilted, like an editorial. I use both sides to make investment decisions. this author does not. I will buy all the shares of WB that the author wants to sell, with the price under $40. The author is badly mistaken about the real long term value in WB's securities. They are cash flowing at values much higher that they are trading at. Reply
  • commenter
    SmartGuyStoc
    ks.com
    Jan 02 01:04 PM
    No End in Sight to Banking Crisis [view article]
    As usual, the permabulls can't tolerate a look at the issues our economy faces. The Sky is Falling, it is possible that the issue here is bad grammer on Ken's part -- not mine. I read his statement as saying the current growth rate is AS SLOW AS it was during our last recession. If Ken expects slower growth than any time over the last 6 years, than he is saying the current growth rate is as low or lower than it was in 2001, when we were in a recession. There is nothing twisted here. I am not trying to twist anything because I am a trader and care not whether we are in a bull or bear market. In fact, I would prefer a bull market. As you can see at smartguystocks.com, my open positions (SmartGuyDH) are long.

    As for risk-reward, you are the one who needs the econ 101 lesson. All I ask is WHY we should simply buy shares based on someone's comment that the long term reward of a 3 year hold outweighs major short term issues. You should have learned in your investing class that 'price paid' determines ROI. So, I ask again, why buy now if even Pzena thinks C will be cheaper in the short term (it's already cheaper than when he recommended). Moreover, if you believe our economy generally grows over time, than any moron can recommend stocks saying "the long term reward outweigh the short term risks," BUT, that is not a savvy way to maximize ROI. As I noted in my article, that didn't work out well for anyone who bought EMC, YHOO, and CSCO when permabulls used the same thesis in 2001. And, only a major contrarian would have passed on C using Pzena's logic three years ago. Here's a hypothetical analogy using the same logic as Pzena in 2004: "Given strong global growth and the exploding housing market, I believe C will be trading higher in 2007." Again, was that a good investment? Than why should that type of framework be acceptable now? If that works for you, good luck. But the rest of us are trying to BEAT the market.

    And Tim Eriksen, what's illogical about my article? If you see a bottom in the credit crisis, then why are the banks selling off today? Please note some data that shows spreads normalizing and banks starting to rake in profits. If it exists, I will happily go long banks. In fact, I am hoping that things do stabilize so I can recommend going long KBE at some point in 2008. However, the point of my article is that I do not yet see an end to the crisis, and thus SAVVY investors should still wait before going long OR continue MAKING MONEY with short term bearish trades.

    IMO, the only people who challenge the issues EVIDENT in the financial sector are those holding shares long. In a few days I will be posting an interview at smartguystocks.com where I speak with a hedge fund professional in the debt markets that will make it crystal clear how bad the credit markets are.

    I welcome lively debate, but please provide some data to support why we should all be bullish on banks. My friends are some of the most successful traders on Wall Street, and I don't know anyone who has yet gone bullish on banks. Maybe they will in 2008, but not yet ...     Reply
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