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dieuwer

dieuwer
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  • Mattel Is Not A Safe Play [View article]
    Price target: $15.
    Oct 1 06:31 PM | Likes Like |Link to Comment
  • Seadrill Is Well-Positioned For The Current Difficulties In The Industry [View article]
    Price target: $12.
    Oct 1 06:28 PM | 6 Likes Like |Link to Comment
  • The Best Pharma ETF [View article]
    Qniform,
    I was just a question. I have no idea if Biotech in general outperforms the broader market. I have not enough historical data.
    Oct 1 06:20 PM | Likes Like |Link to Comment
  • An Overview Of The U.S. Tobacco Market [View article]
    Does the author suggest to wait buying MO or RAI until the split/merger issues have settled?
    Oct 1 05:33 PM | Likes Like |Link to Comment
  • BDC Pricing For Q4 2014: Part 1 [View article]
    Only one reason for insiders to buy, many reasons to sell :)
    Oct 1 03:18 PM | Likes Like |Link to Comment
  • BDC Pricing For Q4 2014: Part 1 [View article]
    Total return of MAIN is about 500% for the period 2009-2014. Not sure if this can continue. I do believe MAIN is one of the best of BDCs, but once again if it underperforms the S&P500 for the foreseeable future (next 5 years) I might as well sell and move into SPY.
    Oct 1 03:00 PM | Likes Like |Link to Comment
  • The Best Pharma ETF [View article]
    In your opinion there is no limit? GILD could become a $1T company fast?
    Oct 1 02:29 PM | Likes Like |Link to Comment
  • BDC Pricing For Q4 2014: Part 1 [View article]
    I am long MAIN too, but wonder if it can continue to outperform the market indefinitely. What is the business cycle for BDCs? What will the influence be of higher interest rates?
    Oct 1 11:58 AM | 1 Like Like |Link to Comment
  • The Best Pharma ETF [View article]
    Do you think the Pharma run is already over, or will it continue to outperform the broader market?
    Oct 1 10:55 AM | Likes Like |Link to Comment
  • Ebola Outbreak Threatens To Make Chocolate An Expensive Luxury [View article]
    Also have a look at NIB, the iPath Dow Jones-UBS Cocoa Total Return Sub-Index ETN.
    Oct 1 08:16 AM | Likes Like |Link to Comment
  • Seadrill: Price Capitulation Is Near [View article]
    Current ratio = 0.78(!)
    Debt/Equity = 126(!!!)

    These numbers are insane. If lenders get nervous with SDRL and call in the loans, SDRL will be bankrupt.
    Sep 30 08:25 PM | 1 Like Like |Link to Comment
  • EVs Are Winning, So Is Tesla [View article]
    You know why Holland is high up in the table? Because there are MANY charging station around the country, courtesy subsidies.

    Here is a map of all charging stations in Holland: http://bit.ly/YCRUki

    Here are a few photographs:

    http://bit.ly/1rnNf27
    http://bit.ly/1rnNf2a
    http://bit.ly/1rnNf2f
    Sep 29 02:21 PM | 2 Likes Like |Link to Comment
  • Palladium Investors Must Be Mindful Of Several Wild Cards [View article]
    "While its palladium reserves are a state secret and analysts try to guess the level each year, most in the industry believe stocks have been heavily depleted by years of massive sales."

    Russia's Gokhran likely to start buying palladium in 2015 - Interfax: http://reut.rs/1rnMEh1
    Sep 29 02:14 PM | Likes Like |Link to Comment
  • Diversify Your Portfolio With Asia-Pacific ETFs [View article]
    The strengthening dollar will provide a headwind to Asia-Pacific returns, unless you hedge the currency exposure.
    Sep 29 12:02 AM | Likes Like |Link to Comment
  • India: A Bright Spot In Emerging Markets [View article]
    We need a currency-hedged India fund.
    Sep 28 11:55 PM | Likes Like |Link to Comment
COMMENTS STATS
2,348 Comments
2,922 Likes