Shorting Starbucks Paid Off - Time to Cover? [View article]
No alpha here, Vahan. Here's some good alpha,though: Stay away from people who cherry pick their comments for winners. You write something every few days; even a monkey throwing darts gets it right sometimes. You need to present your track record in a comprehensive fashion, not piecemeal. The "look how good I did" stories you specialize in are the worst aspect of this website.
E*Trade: A Bargain At These Levels? [View article]
This site is called "Seeking Alpha." Your comments do not add any alpha. Please refrain from publishing your speculative moves. Only publish information that may help other investors. Can you understand that? The editors should be taken out behind the woodshed for publishing this.
Your market knowledge is very limited. When the market as a whole falls, the riskiest issues -- techs -- will fall the most. That's why they're the riskiest. Dismissing the banks and brokers because they only represent a portion of the market is a fatal mistake. The stock market follows the banks and brokers; check the charts. Just in the last couple weeks have the analysts taken off their buy ratings. You will soon see that the entire economy has been dependent upon new construction for the past five years, and now that's come to an abrupt halt. The whole foundation of risk taking by hedge funds was built upon the knowledge that CDOs would fund their operations. That business is bust. Those stocks you bought will be much lower in six months.
Can Citigroup Maintain the Dividend? [View article]
What makes you think Buffett would buy something that "will likely be dead money for a while"? You give no financial reason for buying the stock, because -- like the rest of us -- you have no idea what the bank holds. Total blind speculation. If you think that's the way to add alpha to your portfolio, you are mightily mistaken.
You liked the stock three weeks ago, and you're down almost 25% since. It's hard to do worse than that. And it's easy to see why -- you're analysis is woefully lacking in any financial specifics. No wonder there's no information in your bio about who you are. What do you want to bet Lamper won't take any loss on his C stake? It's called "parking stock," and it's an old trick. Cs trying to park its bonds right now (how do you think MS reduced its CDO position so dramatically this quarter?). You are wrong here -- this is the big one.
Insuring My LDK Investment By Buying Puts [View article]
Not only that, he doesn't know what he's doing. Adding long puts to a long stock position turns the position into a long call position. You were long stock, now you're long calls. Plus you paid top price for your puts because implied volatility, which determines option premium, rises dramatically when issues fall dramatically. Nice hedge.
Ip was dead wrong last time when they cut by 1/2-point. He also said then that there might not be a move at all. He's a good reporter, he's just being used by these guys at the Fed. Business as usual. Man, are we in trouble in this country. Buy puts on any rally.
Yahoo! Will Hit $50 Before You Can Say Alibaba.com [View article]
What a joke. You're not part of "the street," you're just a guy with a computer. Why didn't you write about which YHOO options you bought? Nice timing, Phil. Aren't you the guy who said he bought puts on Baidu the day before it tanked because it got an upgrade? I just can't figure out why the editors keep putting you on the front page.
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