Francis Fiduk's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1004095/comments http://seekingalpha.com/article/294162/comments?source=feed#comment-18038991 18038991 Wed, 24 Apr 2013 13:37:47 -0400 http://seekingalpha.com/article/294105/comments?source=feed#comment-17762241 17762241 Wed, 17 Apr 2013 19:13:48 -0400 http://seekingalpha.com/article/1187411/comments?source=feed#comment-15059741 15059741
Now I just have to carefully watch for a short entry...]]> Fri, 15 Feb 2013 16:00:51 -0500
Now I just have to carefully watch for a short entry...]]> http://seekingalpha.com/article/1187411/comments?source=feed#comment-15059131 15059131
Personally, I think having a little 'skin in the game' is better than not. At least then I think it's more likely the contributor actually believes what he is writing.

After reading the article, I think MJNA should only be invested in by sophisticated investors. Common folks should stay away until some good due diligence comes out confirimg whether these guys are frauds or legit.]]> Fri, 15 Feb 2013 15:52:26 -0500
Personally, I think having a little 'skin in the game' is better than not. At least then I think it's more likely the contributor actually believes what he is writing.

After reading the article, I think MJNA should only be invested in by sophisticated investors. Common folks should stay away until some good due diligence comes out confirimg whether these guys are frauds or legit.]]> http://seekingalpha.com/article/1163891/comments?source=feed#comment-14759031 14759031
So if I had to pick a gold ETF today to buy and hold for 10 years, I'd go IAU. However if I was day trading. or holding for under a year, or doing options, I'd probably go GLD for better spreads and volume.]]> Fri, 08 Feb 2013 16:05:05 -0500
So if I had to pick a gold ETF today to buy and hold for 10 years, I'd go IAU. However if I was day trading. or holding for under a year, or doing options, I'd probably go GLD for better spreads and volume.]]> http://seekingalpha.com/article/1163891/comments?source=feed#comment-14714211 14714211
My personal preference would be to make two changes to it. You're basically running a 40% stock 40% bond 20% gold strategy. To make it more in line with the older version I'd add cash and go with a different gold ETF. Maybe do something like: 12.5% SPLV; 12.5% EEMV; 12.5% VCSH; 12.5% PCY; 25% MINT; and 25% IAU. I prefer IAU slightly over GLD as its expense ratio is lower. Especially when considering a multi decade approach, the difference in expense ratio will translate into significant differences in the return over very long periods.

Again, nice article.]]> Thu, 07 Feb 2013 16:27:14 -0500
My personal preference would be to make two changes to it. You're basically running a 40% stock 40% bond 20% gold strategy. To make it more in line with the older version I'd add cash and go with a different gold ETF. Maybe do something like: 12.5% SPLV; 12.5% EEMV; 12.5% VCSH; 12.5% PCY; 25% MINT; and 25% IAU. I prefer IAU slightly over GLD as its expense ratio is lower. Especially when considering a multi decade approach, the difference in expense ratio will translate into significant differences in the return over very long periods.

Again, nice article.]]> http://seekingalpha.com/article/924741/comments?source=feed#comment-12126251 12126251
Zynga does not have the same following as NCSoft outside of the FB platform, but there is no reason why Zynga couldn't develop (or isn't already developing) something like that. so that players can continue to enjoy their offerings without going through FB]]> Fri, 30 Nov 2012 15:25:21 -0500
Zynga does not have the same following as NCSoft outside of the FB platform, but there is no reason why Zynga couldn't develop (or isn't already developing) something like that. so that players can continue to enjoy their offerings without going through FB]]> http://seekingalpha.com/article/924741/comments?source=feed#comment-10613431 10613431
Well....

FB can't exist without INTC/AMD... and INTC/AMD can't exist without DUK... and DUK can't exist without AA... and I'm pretty sure AA buys from CAT and none of them would eat without places like MCD and CMG... or where would they shop without WMT or TGT?

I'm trying to say that everyone is dependent upon everyone else to some extent. ZNGA could definitely survive without FB. Unless you're saying that no social media would exist without FB, but I don't think you're saying that.]]> Wed, 17 Oct 2012 08:49:37 -0400
Well....

FB can't exist without INTC/AMD... and INTC/AMD can't exist without DUK... and DUK can't exist without AA... and I'm pretty sure AA buys from CAT and none of them would eat without places like MCD and CMG... or where would they shop without WMT or TGT?

I'm trying to say that everyone is dependent upon everyone else to some extent. ZNGA could definitely survive without FB. Unless you're saying that no social media would exist without FB, but I don't think you're saying that.]]> http://seekingalpha.com/article/896471/comments?source=feed#comment-10116451 10116451
Have you been to South Korea? I have and there are multiple channels devoted to nothing but SC. I would say SC1 was bigger there than the NFL is in the US. You couldn't drive 5 minutes without seeing internet cafe signs proudly displaying SC.

I was happy with your article, but your comments are grossly inaccurate, whether its from misinformation or lack of research I can't say.]]> Wed, 03 Oct 2012 10:56:57 -0400
Have you been to South Korea? I have and there are multiple channels devoted to nothing but SC. I would say SC1 was bigger there than the NFL is in the US. You couldn't drive 5 minutes without seeing internet cafe signs proudly displaying SC.

I was happy with your article, but your comments are grossly inaccurate, whether its from misinformation or lack of research I can't say.]]> http://seekingalpha.com/article/896471/comments?source=feed#comment-10057461 10057461
Also, I don't like being called a nerd ;)]]> Mon, 01 Oct 2012 21:04:22 -0400
Also, I don't like being called a nerd ;)]]> http://seekingalpha.com/article/454371/comments?source=feed#comment-3958061 3958061
Japan has plans to extend nuclear for at least 40 more years. Plenty of time there to change their minds.

Switzerland will keep nuclear for another planned 20 years. In other words, Switzerland must come up with and start building alternative (coal? solar?) sources of energy immediately, or start importing energy from other countries. The theory of removing nuclear sounds good until it actually happens. I wonder if the Swiss will still feel the same way after seeing their electrical bills rise substantially.]]> Thu, 29 Mar 2012 16:45:30 -0400
Japan has plans to extend nuclear for at least 40 more years. Plenty of time there to change their minds.

Switzerland will keep nuclear for another planned 20 years. In other words, Switzerland must come up with and start building alternative (coal? solar?) sources of energy immediately, or start importing energy from other countries. The theory of removing nuclear sounds good until it actually happens. I wonder if the Swiss will still feel the same way after seeing their electrical bills rise substantially.]]> http://seekingalpha.com/article/454371/comments?source=feed#comment-3837001 3837001
I sincerely hope you are right. If we have viable solar power in 5 years, heck even 10, then the world would be many times better off. I'd gladly take up the 'down with nuclear' sign at that point. For now I just don't see it happening though.

But who knows? It wouldn't be my first prediction that was far off.]]> Mon, 26 Mar 2012 13:15:25 -0400
I sincerely hope you are right. If we have viable solar power in 5 years, heck even 10, then the world would be many times better off. I'd gladly take up the 'down with nuclear' sign at that point. For now I just don't see it happening though.

But who knows? It wouldn't be my first prediction that was far off.]]> http://seekingalpha.com/article/454371/comments?source=feed#comment-3829591 3829591 Mon, 26 Mar 2012 10:30:47 -0400 http://seekingalpha.com/article/454371/comments?source=feed#comment-3829331 3829331
Chernobyl was an experimental reactor aimed at creating lots of plutonium. The experiment went bad.

Fukushima was a decades old reactor held back from being replaced by better reactors by a country that doesn't understand nuclear energy. (not trying to pick on Japan, the US as a country is just as clueless hence the lack of new reactors)

I'd love solar to be a feasible energy source for the world. Unfortunnately we are still decades if not centuries from that reality. By your logic we should replace cars with bicycles for everyone because the total cost savings would be in the billions, if not trillions of dollars, not to mention how much better they are for the environment.]]> Mon, 26 Mar 2012 10:24:55 -0400
Chernobyl was an experimental reactor aimed at creating lots of plutonium. The experiment went bad.

Fukushima was a decades old reactor held back from being replaced by better reactors by a country that doesn't understand nuclear energy. (not trying to pick on Japan, the US as a country is just as clueless hence the lack of new reactors)

I'd love solar to be a feasible energy source for the world. Unfortunnately we are still decades if not centuries from that reality. By your logic we should replace cars with bicycles for everyone because the total cost savings would be in the billions, if not trillions of dollars, not to mention how much better they are for the environment.]]> http://seekingalpha.com/article/454371/comments?source=feed#comment-3765671 3765671
I do believe that we will have either A. Never ending series of extensions with possible occasional large scale repairs. or B. Many newly approved reactors.

The $$$ cost of nuclear energy is so much lower than other forms that if nuclear reactors were allowed to be mothballed, then the vast number of new non nuclear power plants with their much higher energy costs would have folks singing a different tune once they see their electric bill rise substantially.

For this reason I believe nuclear energy stocks are a safe bet. They will either be allowed to coninue operations for as long as they can make the plant continue to work, or they will be allowed to build new plants.]]> Fri, 23 Mar 2012 14:49:06 -0400
I do believe that we will have either A. Never ending series of extensions with possible occasional large scale repairs. or B. Many newly approved reactors.

The $$$ cost of nuclear energy is so much lower than other forms that if nuclear reactors were allowed to be mothballed, then the vast number of new non nuclear power plants with their much higher energy costs would have folks singing a different tune once they see their electric bill rise substantially.

For this reason I believe nuclear energy stocks are a safe bet. They will either be allowed to coninue operations for as long as they can make the plant continue to work, or they will be allowed to build new plants.]]> http://seekingalpha.com/article/437221/comments?source=feed#comment-3524281 3524281
I love AAPL, but anyone who gets in now, or recent buys who stay in (anyone in longer than 1-2 years may be better off sticking for the long haul) is playing with fire. You might get incredible returns, but you might also get burned on a fluke bad earnings report or mass hedge funds deciding its been milked for all its worth. I love AAPL but the risk/reward just isn't worth it for me at this price point.

Thanks again for providing some alternate perspective on AAPL.]]> Thu, 15 Mar 2012 21:33:06 -0400
I love AAPL, but anyone who gets in now, or recent buys who stay in (anyone in longer than 1-2 years may be better off sticking for the long haul) is playing with fire. You might get incredible returns, but you might also get burned on a fluke bad earnings report or mass hedge funds deciding its been milked for all its worth. I love AAPL but the risk/reward just isn't worth it for me at this price point.

Thanks again for providing some alternate perspective on AAPL.]]> http://seekingalpha.com/article/437221/comments?source=feed#comment-3523781 3523781
What government acronyms are adopting the iPhone, iPad and possibly MacBooks and MacPro? I'm fairly familiar with government purchases and I don't know of any besides a few small purchases for feasibility. And all of those trail runs have resulted in a definitive 'no' on full scale purchases.

Consider how much the government has cut spending as of late. Many locations aren't getting as much funding as they used to and are starting to cut unnecessary spending. iPhone and iPad are far, far lower on the list of necessities after paper, toner, personnel, and a hundred other things I can think of.]]> Thu, 15 Mar 2012 21:19:08 -0400
What government acronyms are adopting the iPhone, iPad and possibly MacBooks and MacPro? I'm fairly familiar with government purchases and I don't know of any besides a few small purchases for feasibility. And all of those trail runs have resulted in a definitive 'no' on full scale purchases.

Consider how much the government has cut spending as of late. Many locations aren't getting as much funding as they used to and are starting to cut unnecessary spending. iPhone and iPad are far, far lower on the list of necessities after paper, toner, personnel, and a hundred other things I can think of.]]> http://seekingalpha.com/article/437221/comments?source=feed#comment-3523601 3523601
Anyone who has shorted into this so far has lost a ton. I'd wager that most still shorting AAPL are only doing so as some sort of hedge.

Thomas -
"The consensus of anyone who knows anything is that Apple is still undervalued at $600."

What I believe could be a record number of hedge funds are currently invested in AAPL. A sure sign of strength as any for AAPL. But with over 200 hedge funds invested in AAPL, if AAPL were truly undervalued hedge funds would push the price higher. In reality hedge funds have already pushed the price higher as is evident by the incredible run up so far in 2012. Could it go even higher? Certainly. What do you think happens though when those 200 hedge funds decide AAPL is fairly priced or overvalued? I hope for your sake you are perfect at calling tops.]]> Thu, 15 Mar 2012 21:13:39 -0400
Anyone who has shorted into this so far has lost a ton. I'd wager that most still shorting AAPL are only doing so as some sort of hedge.

Thomas -
"The consensus of anyone who knows anything is that Apple is still undervalued at $600."

What I believe could be a record number of hedge funds are currently invested in AAPL. A sure sign of strength as any for AAPL. But with over 200 hedge funds invested in AAPL, if AAPL were truly undervalued hedge funds would push the price higher. In reality hedge funds have already pushed the price higher as is evident by the incredible run up so far in 2012. Could it go even higher? Certainly. What do you think happens though when those 200 hedge funds decide AAPL is fairly priced or overvalued? I hope for your sake you are perfect at calling tops.]]> http://seekingalpha.com/article/334742/comments?source=feed#comment-2600461 2600461 http://1.usa.gov/pKvH6f

The fiscal year runs from 1 Oct - 30 Sep. At no time was the debt lower on the 1st of October. Through accounting gimmicks and creative money management, the administration managed to make it appear as if there was a surplus.

With that said, they came very very close to having a surplus. Being close is however, NOT a surplus.]]> Mon, 13 Feb 2012 10:11:26 -0500 http://1.usa.gov/pKvH6f

The fiscal year runs from 1 Oct - 30 Sep. At no time was the debt lower on the 1st of October. Through accounting gimmicks and creative money management, the administration managed to make it appear as if there was a surplus.

With that said, they came very very close to having a surplus. Being close is however, NOT a surplus.]]> http://seekingalpha.com/article/355351/comments?source=feed#comment-2599311 2599311
If only we could all be so lucky and smart to pick stocks that will be outstanding in 3 decades from now. For every winner there are 10 times as many losers.]]> Mon, 13 Feb 2012 09:30:00 -0500
If only we could all be so lucky and smart to pick stocks that will be outstanding in 3 decades from now. For every winner there are 10 times as many losers.]]> http://seekingalpha.com/article/355351/comments?source=feed#comment-2524891 2524891 Thu, 09 Feb 2012 18:58:01 -0500 http://seekingalpha.com/article/341891/comments?source=feed#comment-2421431 2421431 Mon, 06 Feb 2012 14:08:33 -0500 http://seekingalpha.com/article/311487/comments?source=feed#comment-2081537 2081537 Sun, 04 Dec 2011 08:59:56 -0500 http://seekingalpha.com/article/311487/comments?source=feed#comment-2080286 2080286 Sat, 03 Dec 2011 10:36:46 -0500 http://seekingalpha.com/article/309724/comments?source=feed#comment-2060626 2060626 Thu, 24 Nov 2011 10:10:32 -0500 http://seekingalpha.com/article/309724/comments?source=feed#comment-2060383 2060383
8750 - 385 + 105 = 8470 Net capital required

After 2 months recover capital of 8750.

280 / 8470 = 3.306%

Still a good return, and one I feel is a fairly safe bet for aggressive investors. Considering total capital at risk is $970, and total gain is $280, you need an accuracy of approximately 78% to break even on this trade.]]> Thu, 24 Nov 2011 06:07:25 -0500
8750 - 385 + 105 = 8470 Net capital required

After 2 months recover capital of 8750.

280 / 8470 = 3.306%

Still a good return, and one I feel is a fairly safe bet for aggressive investors. Considering total capital at risk is $970, and total gain is $280, you need an accuracy of approximately 78% to break even on this trade.]]> http://seekingalpha.com/currents/post/101121?source=feed#comment-2039368 2039368
Either Buffett is nuts, or the system is so broken that this is true. I follow how printing money effects the value of money so this seems to me to be completely idiotic thing to say.... which leads me to believe I am missing a huge piece of the puzzle. If anyone knows why printing currency increases the value of said currency, I would appreciate the explanation.]]> Mon, 14 Nov 2011 23:51:59 -0500
Either Buffett is nuts, or the system is so broken that this is true. I follow how printing money effects the value of money so this seems to me to be completely idiotic thing to say.... which leads me to believe I am missing a huge piece of the puzzle. If anyone knows why printing currency increases the value of said currency, I would appreciate the explanation.]]> http://seekingalpha.com/article/307288/comments?source=feed#comment-2035608 2035608
The bigger question is what you brought up with Activision sale declines, I'm not sure they can readily cover its losses. However Blizzard will cover theirs, which leaves the net gain or loss questionable. IMO these really should be two seperate stocks.]]> Sun, 13 Nov 2011 04:43:24 -0500
The bigger question is what you brought up with Activision sale declines, I'm not sure they can readily cover its losses. However Blizzard will cover theirs, which leaves the net gain or loss questionable. IMO these really should be two seperate stocks.]]> http://seekingalpha.com/currents/post/100839?source=feed#comment-2034406 2034406 Sat, 12 Nov 2011 08:27:29 -0500 http://seekingalpha.com/article/299592/comments?source=feed#comment-2021797 2021797 Mon, 07 Nov 2011 01:39:34 -0500