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Valueplay98

Valueplay98
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  • What Insiders Are Saying About Zillow's Stock Price [View article]
    Don't forget the secondary they did last year which doesn't count on insider selling which was some insider stock. Z does near enough insider selling compared to revenue I wonder how they should really categorize the stock ?
    Oct 10, 2014. 06:48 PM | 1 Like Like |Link to Comment
  • Zillow -2.2% AH after reporting September monthly uniques [View news story]
    300 and some odd million people in the US and 82m of them are planning to buy a house ? That doesn't jive IMO. Even when you count foreigners ... 82m seems way too high.
    Oct 7, 2014. 08:58 PM | Likes Like |Link to Comment
  • Molycorp: Anticipate S&P Upgrade Any Week Now, Will Shorts Get Cooked? [View article]
    @billgates - I think you need to look again at bonds that are trading. MCP bonds have been improving since the Oaktree announcement.

    (The one you cited hasn't traded since Oct 2nd.)

    http://bit.ly/1BP0n0z
    Oct 7, 2014. 08:55 PM | Likes Like |Link to Comment
  • Get Paid While You Sleep: REITs That Pay Monthly [View article]
    If you want to know the problem with mReit prfd's look at their one year chart. ARR-A was under 21$ for a bit not that long ago, so they're will be more volatile then one would expect if we do get that move upto 3% on the 10 year.
    Sep 17, 2014. 09:31 AM | Likes Like |Link to Comment
  • Tesla's Deflationary Creative Destruction Has Not Even Begun [View article]
    8/10 top selling cars are MSRP under 20k. And that number hasn't changed much since the early 90's when I had a short stint selling GM cars in the 12-15k range.

    I can't see how people en masse are going to be able to afford cars that "might be" ... "just" under 40k ???
    Mar 18, 2014. 11:09 AM | 3 Likes Like |Link to Comment
  • Putin addresses lawmakers, annexes Crimea [View news story]
    I think y'all are assuming the game is over when we're still in the first inning.

    Putin gets Crimea, but what happens if the Euros re-think their nuclear power strategy. 10 years from now who does Russia sell NatGas to ? They won't have any economy to speak of.

    Also if I'm Putin - I don't know why I'd alienate NATO when China is moving in to Russia already.
    Mar 18, 2014. 08:41 AM | 5 Likes Like |Link to Comment
  • Behind The Scenes With Dream Team, CytRx And Galena [View article]
    @SA - are you paying attention to the fact that there are many posters here with BRAND NEW accounts and many more with under 100 comments ... and majority of those comments are on CYTR/GALE ????
    Mar 14, 2014. 11:02 AM | 2 Likes Like |Link to Comment
  • The Big Question For The Stock Market: When Is This All Going To Change? [View article]
    The DOTCOM bubble didn't pop until the Fed raised rates 5? times... one could say rates are being increased as Treasuries have risen...

    But when is the tipping point ?

    A swift move up in Treasuries is my guess of at least half to three quarters of a percent.

    Japan is broke and China's banking system is one big ponzi scheme IMO. None of this will end well. Will it be 2015 or 2015 or 2016 before the market pops?

    I was listening to a fund manager on CNBC and he said the market is overvalued, but 23/24 of his stocks are undervalued.

    Classic Wall Street thinking: It's just everyone else's stocks that are overvalued.
    Mar 13, 2014. 10:23 AM | 2 Likes Like |Link to Comment
  • Annaly Capital: Falling Knife Or Solid Turnaround? [View article]
    Someone explain why authors use Yahoo charts which don't count dividends ? And then those authors say stock XYZ is down - look at chart ! DOH WRONG ! (I'll give you a hint - NLY is about breakeven going back to middle of last July.)

    Oh and if you're going to talk market cap which is largely irrelevant ... are you taking into account buybacks ??? (answer is no - again DOH!)

    If you really meant to say NLY is down 33% in the past 2 years ... I'll give you another hint - you're only off by ~17%...
    Feb 28, 2014. 03:00 PM | 3 Likes Like |Link to Comment
  • Tuscany International Drilling: Is Something Rotten? (Part 1) [View article]
    I'm glad for this follow up article.
    Feb 14, 2014. 01:43 PM | 1 Like Like |Link to Comment
  • Natural Gas Prices At A BOIL, Market-Makers' Rest Of Year Outlook [View article]
    @DVL - UNG options have better liquidity. It's not just getting in, but getting out when dealing with illiquid options.

    It's not going to be cold in May, so I'd say BOIL hits 35 before 60.

    DGAZ is another way to play because you can trade it early hours when they jam up /NG. Bought a ton in early trading under 3$ the other day.

    @ author - As to validity of article... a 50m$ market cap ETF is your predictor of /NG ? Maybe you should use a real ETF, or NatGas futures.

    @SA please please please give us ignore author feature
    Feb 14, 2014. 01:31 PM | Likes Like |Link to Comment
  • End Of The Road For Boardwalk Pipeline Partners [View article]
    Titles are not always written by authors.
    Feb 10, 2014. 12:39 PM | 1 Like Like |Link to Comment
  • High-Yield Allocation And Hedging Strategies For Preferred Stock ETFs [View article]
    Many of the prefds in PFF (& ones held by ETFs) were way over Par in the early part of 2013. I don't think you'll find that to be the case now.

    I prefer to pick and choose my own prefds.
    Feb 7, 2014. 04:09 PM | Likes Like |Link to Comment
  • Here's Why Green Mountain Coffee Roasters Are Expected To Have A Great Year [View article]
    I'm having trouble and can't figure out if article is about GMCR or an advertisement for eztimize.com
    Feb 5, 2014. 12:31 PM | 1 Like Like |Link to Comment
  • Why Annaly & mREITs Are No Longer 2014 Safe Havens [View article]
    Try adding in dividends on those last 12 months returns ???

    I can't even take an article seriously when an author uses Yahoo for charting.
    Jan 28, 2014. 07:19 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
584 Comments
532 Likes