buyitcheaper

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    • Fri Aug 8th 15:03 PM | Rating: 0 0
      Commented on:
      Are IPOs Heating Up? A123 Files.
      I agree with the author, a real story stock and a disruptive technology. This company, unlike many, has significant orders from tool makers as well as the auto companies. The issue here is ramp up, not lack of a proven technology.
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    • Tue Aug 5th 20:47 PM | Rating: 0 0
      Commented on:
      Canadian Oil Sands, Penn West Energy Protected on the Downside
      Jack - thanks! Have you considered writing for seekingalpha.com?
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    • Tue Aug 5th 20:40 PM | Rating: 0 0
      Commented on:
      Baltic Dry Index Down 17 Days in a Row
      Seems you've just described the essence of event arbitrage. :-)
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    • Mon Aug 4th 20:12 PM | Rating: 0 0
      Commented on:
      Canadian Oil Sands, Penn West Energy Protected on the Downside
      Jack, that performance might put you in the top20% of hedge funds :-) You should ask for your 2/20 deal straightaway.
      Seriously though, how do you see the PWE payout being sustained, is there any history in PWE's past that suggests when they might cut a payout, i.e. if oil goes to $104 within 2 quarters they'll cut the distribution by X%?
      I realize that's asking alot but you seem to know what you're talking about.
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    • Mon Aug 4th 20:05 PM | Rating: 0 0
      Commented on:
      New Rules at Freddie Mac Likely To Backfire
      $800 for a loan mod? There should be hoards of cold callers calling these delinquent homeowners and offering a 40 year term at 6.5% if for no other reason than desperation. What a way to reward the undisciplined.
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    • Sun Aug 3rd 18:45 PM | Rating: 0 0
      Commented on:
      Constructive on Stocks: Selling Some Financials, Shorting Energy
      I like Saut's overall approach and his reco of ALSK is spot on. As to a double ETF for the oils, a resounding no. I'm still in the oil to $100-$110 camp, for the short term and long oils here is no good. Longer term though, yeah, I'd be long but why now when you can wait and buyitcheaper.
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    • Sun Aug 3rd 18:41 PM | Rating: 0 0
      Commented on:
      Bill Miller on This Tough Market
      I see great opportunities in these sectors VERY VERY selectively so. I like LSBX and a few others there are one or two around Washington DC/Virginia too. These are very focused, regional/community banks that have a good local franchise and would not have been as likely to have been caught up in this disaster, but those seem to be very few and far between. Happy homework...
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    • Sun Aug 3rd 18:18 PM | Rating: 0 0
      Commented on:
      Default Risk of U.S. Automaker Debt: Too Big to Fail?
      TBF? How about TSTS - Too Stupid To Survive? The big 3 are abject failures in management. The unions a big part of this failure in choking the golden goose with the rope of excessive benefits. (when the cost of healthcare and pensions is almost half the cost of production you have a problem.)

      No, we have no need of an umbrella company like GM any longer who as recently as a year ago were pressing forward with their "big truck" idea as visionary. What a farce.

      They've been outmanaged, outmaneuvered and simply pummeled by better foreign firms who focused on quality up and down the supply chain. When a new GM car is worth LESS than a 3 year old toyota equivalent, that says a hell of a lot about the public's perception of GM product.

      No, not too big to fail, too stupid to survive. Pave over Detroit, (specifically its management) or better yet, wait a few more years and most of the workers will be in the south east working at Toyota and Hyundai plants.
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    • Sun Aug 3rd 10:00 AM | Rating: 0 0
      Commented on:
      Learning to Love SmartPros
      I am a CPA and I've used smartpros' newsletters and Loscalzo's training sessions. I knew the margins were good, but whoa! This is a good play right now because of the IFRS GAAP convergence and transition is going to be as big as SOX was a few years ago and I'd expect such courses (unfortunately for me) to command a premium.
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    • Tue Jul 29th 18:19 PM | Rating: 0 0
      Commented on:
      Is the Dollar Rallying on Realigned Expectations?
      It's rallying b/c long term rates are going up, significantly, that's killing gold and oil, and that's strengthening the buck. PLUS other countries are acting intelligently and raising rates themselves which perversely it seems to be strengthening the dollar as well. I think we MIGHT see oil below $100 by year end, only to see it double in the next five years or less.
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    • Mon Jul 28th 18:20 PM | Rating: 0 0
      Commented on:
      Bond Expert: Monday Wrap
      User - not a chance, it is almost a metaphysical certainty that as the US prints more money AND borrows more for its ever growing commitments, and thus drives more inflation, rates MUST go up. Short considerations - TBT PST RRPIX among others, good luck.
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    • Mon Jul 28th 18:20 PM | Rating: 0 0
      Commented on:
      Bond Expert: Monday Wrap
      User - not a chance, it is almost a metaphysical certainty that as the US prints more money AND borrows more for its ever growing commitments, and thus drives more inflation, rates MUST go up. Short considerations - TBT PST RRPIX among others, good luck.
      View article »
    • Fri Mar 14th 10:26 AM | Rating: 0 0
      Commented on:
      Bear Stearns Gets Emergency Funding From NY Fed, JP Morgan
      Looks like Grantham was spot on - again.
      View article »
    • Thu Mar 13th 13:33 PM | Rating: 0 0
      Commented on:
      Some Fascinating Facts About Fed Injections
      If you want to see a very funny and informative cartoon look at the whole subprime mess informationarbitrage.c... it's a ppt. And it is a nice metaphor for your island. Even though I'd like to see some bank presidents sent to jail.
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    • Wed Mar 5th 14:46 PM | Rating: 0 0
      Commented on:
      In Defense of Northrup-Grumman's USAF Contract Win
      I agree with the award. One couldn't possibly award it to Boeing without the taint of scandal. Was it though a possible gift to Sarkozy since he's a new "friend of Bush?" I wonder. I doubt it would've happened with the former head of the country.
      View article »
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