dieuwer

dieuwer
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  • Go To Lowe's To Improve Your House But Not Your Portfolio... Yet  [View article]
    Don't forget that HD and LOW are not competitors but form a duopoly. Where can customers go but for these two? Nowhere.
    If you own shares in both you are golden.
    Oct 19, 2015. 09:20 AM | 1 Like Like |Link to Comment
  • BOFI: What Happened, And Who To Believe  [View article]
    BOFI down again today.
    Oct 16, 2015. 04:18 PM | 1 Like Like |Link to Comment
  • Simon Property Group Or IBM? This Isn't A Joke  [View article]
    Comparison since 2000: IBM up about 50% including dividends, SPG up 1300% including dividends.

    Buy IBM? Sell SPG? Hahahaha!
    More like Sell IBM, Buy SPG!
    Oct 16, 2015. 04:15 PM | 11 Likes Like |Link to Comment
  • Mattel higher in spite of Q3 miss; strong dollar a big headwind (updated)  [View news story]
    Buy LEGO stock.
    Oct 15, 2015. 11:52 PM | Likes Like |Link to Comment
  • BOFI: What Happened, And Who To Believe  [View article]
    "Charles Matthew "Matt" Erhart is the only plaintiff in the suit. He graduated from Kansas University in 2009 with a BS in Finance. "

    "Upon graduation he spent seven months as a financial analyst at PostNet, 39 months working as a compliance examiner for FINRA, and 18 months working as an internal auditor for BOFI. "

    In short, he is a rookie who cannot seem to stay at one place for more than two years. On top of that, by filing this lawsuit he get the spotlight onto him, his professional profile and comes across as a whiny kid.

    No matter the outcome of his lawsuit, I think he just ruined his career prospects.
    Oct 15, 2015. 02:02 PM | 6 Likes Like |Link to Comment
  • BofI tumbles as ex-auditor sues  [View news story]
    http://bit.ly/1LkZEZP
    Oct 14, 2015. 04:43 PM | Likes Like |Link to Comment
  • Does Bank Of Internet Make Money?  [View instapost]
    The P/E of EverBank is about 20. BOFI would need to trade at $105 to have the same P/E ratio. It now trades at $99 and thus is actually cheaper than EverBank.
    Oct 14, 2015. 04:21 PM | 1 Like Like |Link to Comment
  • BofI tumbles as ex-auditor sues  [View news story]
    Hit and run piece:

    1) Go short stock
    2) Write baseless attacked column in NYT
    3) Reap profit
    Oct 14, 2015. 10:52 AM | 5 Likes Like |Link to Comment
  • ZeroHedge Throws Austrian Economics Under The Bus  [View article]
    Exactly. The Austrians are as crazy as the Keynesians.
    Consumption and production/savings need to be in balance. Producing for the sake of producing is nonsense, just as consuming for the sake of consumption is nonsense.
    Oct 10, 2015. 05:04 PM | 5 Likes Like |Link to Comment
  • ZeroHedge Throws Austrian Economics Under The Bus  [View article]
    The US tax situation also enables the fact that the rich get richer and the poor get poorer:

    Labor get taxed at a high rate, capital and investments at a low rate.
    Employees cannot deduct cost incurred to perform their jobs, employers can deduct pretty much everything.
    Oct 10, 2015. 04:39 PM | 5 Likes Like |Link to Comment
  • ZeroHedge Throws Austrian Economics Under The Bus  [View article]
    Love those hedonistically-adjusted graphs... From the Bureau of Labor Statistics no less. Like they have any credibility left.

    Sleek still cannot stand that his argument falls flat on the facts that the rich (owners, managers) get richer and the middle class and poor (workers) get poorer.
    Oct 10, 2015. 04:31 PM | 18 Likes Like |Link to Comment
  • ZeroHedge Throws Austrian Economics Under The Bus  [View article]
    Who cares what an ivory tower, detached-from-reality academic like Mankiw says. The facts speak for themselves: the rich get richer, the middle class and poor get poorer.

    It is all related how much the owners and managers take from the pie, and how much laborers and workers get from the pie.
    If owners and managers take an increasingly larger share of the pie, much more than the growth of the pie itself, then there is less available in absolute terms for the laborers and workers. It's simple as that.
    Oct 10, 2015. 04:11 PM | 34 Likes Like |Link to Comment
  • Did Express Scripts Just Give A 'Buy' Recommendation On Amgen And Regeneron?  [View article]
    Good point, john.
    But the probem is not REGN earnings growth. I think REGN will do great with respect to that.
    The problem is: at a P/E of 125 does the stock price already reflect any possible growth for the next several years? And if so, does that mean the stock price will go nowhere as the company grows but its P/E contracts?

    In fact, since the forward P/E ratio of REGN is about 25% of that of the current P/E ratio (125 viz 34), it stands to reason that even though "E" might increase, the "P" will be stable or even decreasing.
    Oct 10, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • ZeroHedge Throws Austrian Economics Under The Bus  [View article]
    The problem is the share of productivity, captured by wages gains, has gone down ever since the late 70's. See: http://bit.ly/1FY6Pue
    Simply said: the owner class has enriched itself at the expensive of the working class.
    The only way to get more money in the pocket of the people is to force productivity gains into wages gains.
    Oct 10, 2015. 03:20 PM | 28 Likes Like |Link to Comment
  • Did Express Scripts Just Give A 'Buy' Recommendation On Amgen And Regeneron?  [View article]
    One more thing: why is the P/E ratio of REGN an out-of-this-world 125?? Isn't this a sign of a humongous bubble? Or am I missing something?
    Oct 10, 2015. 01:02 AM | Likes Like |Link to Comment
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