Medici's Comments

The Worst Isn't Over Yet

Sun, 05 Apr 2009 10:06:25 -0400

Forget about un-employment, what about Under employment? Then there is the lack of credit worthy borrowers.... And thats assuming that there is even money for credit worthy borrowers and if there was $ to borrow, is there something to buy? Maybe a Goverment Owned Car Company....

Apple's Jobs Takes Medical Leave; Back in Summer for WWDC?

Wed, 14 Jan 2009 17:29:55 -0500

The whole thing is Misleading...I am sure everyone wishes Steve Jobs well, however, the handlng by Apple and its board in the dissemination of information relating to Mr. Jobs health is misleading and will open a can of worms (Lawsuits) that all could have been avoided. The company is NOT based on a single person (ie Jobs) the fundamentals are sound except for the poor retail enviorment. They Apple, have a ton of cash-

Rumor Says Yahoo's In Play Again; Reality Says Not Likely

Thu, 08 Jan 2009 07:56:10 -0500

Yahoo will always be in play....until something eventually does happen, to many people believe they have a better vision for the company, many of which would be the equivalent of the blind leading the blind...

Not Eating Out of Palm's Hand[-helds] Until 2010

Wed, 07 Jan 2009 19:34:54 -0500

The Market Is Anticipatory, thus the prospects of something new and decent from Palm tied to its name recognition may bump the stock price over time, there are large barriers to entry for anyone even to get into the smartphone business so Palm may become a target in lieu of any potential success.

2009: Expecting a Massive Rally

Wed, 31 Dec 2008 09:35:21 -0500

We haven't seen the commercial re market break yet,(Can you say problems for Simon Properties - Malls, Boston Properties -GM Building and countless others) and that is coming. Earnings are going to be down across the board, banks will continue to hoard cash, Obama's Infrastructure play will take time to plan and structure before dollar one drives the economy, and the printing of dollars by the treasury will eventually cause inflation which will cause commodities to start to simmer again (even with demand destruction)...So a sustainable rally in my humble opinion is not in the cards-

Treasuries Will Disappoint- Continued

Mon, 29 Dec 2008 08:57:58 -0500

If the bubble bursts, there will be what seems to be a large rush of shorts , so when and if the burst occurs a violent move will be a self-fulfilling prophecy. The short side will become a short term "trend" as treasuries being a bubble is commonly spoke of on CNBC, Bloomberg and Blog after Blog.
Great Post(s) by Mr. Shaw

Buying USO Is a No-Brainer

Sat, 27 Dec 2008 19:55:37 -0500

Why Not buy the Jan 11 Leaps like someone stated above, but buy the 35 Strike .OLLAI for 9.40 which is in line with its Theoretical Value (BUT can only be "underpriced" if interest rates tick up even mildly over the next 2 years) and then sell the front month minimally out of the money to collect premium each month? Minimal risk, great ROI potential = sound strategy

Don't Be Scammed by Madoff Investor Sob Stories

Sun, 21 Dec 2008 21:49:05 -0500

What everyone fails to see is that most if not all the "early investors" reaped the reward of the returns they saw for at least a 1/2 dozen years, even upwards of a decade which would have essentially given these investors a 100% return on their funds....It is the later investors who suffered and deserve sympathy, NOT all investors-

General Electric: Genuine Risk of Collapse?

Sun, 23 Nov 2008 03:43:29 -0500

5. Stating that Buffet has made a huge mistake is quite a leap here. He is very long term minded and his record speaks for itself.

Even people with excellent long term records make mistakes....And this in investment, coupled with its timing is a mistake. In a phrase: Time Value of Money-

On Nov 17 10:01 PM donzoab wrote:

> Well written however totally slanted and missing some important facts.
>
> 1. GE has been winning very large contracts in Turbine and energy
> sectors recently.
> 2. GE has access to the TARP funds and the government is supporting
> their use of commercial paper. This market will eventually open back
> up. Just takes time
> 3. GE is still profitable and growing their cash. Selling assets
> and issuing some stock has helped them increase their liquidity in
> time to support operations.
> 4. While a great many companies are struggling to borrow money, GE
> is now well capitalized despite the numbers shown above. With access
> to the Fed window and TARP, they will have no problem meeting short
> term debt obligations.
> 5. Stating that Buffet has made a huge mistake is quite a leap here.
> He is very long term minded and his record speaks for itself.
6.
> Panic in the markets always make for the best buying opportunities.
> This one is deep and serious but will eventually recover. GE is not
> going under here and $10 is a stretch. This is not AIG.
> 7. GE can trim operating costs in many ways and Jeff Imelt is doing
> the best he can in a very difficult environment. Jack Welsh for all
> his returns destroyed the environment with negligence and greed in
> many towns, cities and rivers during his tenor. Just ask the people
> living along the Hudson River. Can you say PCB's.
> Dow 6k could happen but that would just make this a better bargain.
> My recommendation here is to buy some stock and take a PUT position
> to limit any future downside, or write covered calls to increase
> your total return.

What's So Special About RadioShack? - Barron's

Mon, 25 Aug 2008 08:23:36 -0400

The name says it all...."Shack"

Meet the Latest Quant ‘Newbie’

Mon, 25 Aug 2008 08:20:50 -0400

Is the Post anything more than entertainment? Or the "Star" on steroids....

Why I Finally Bought Fannie Mae

Thu, 21 Aug 2008 08:23:51 -0400

The equity is worthless-

IAC/InterActive Corp Is Finally Breaking Up

Thu, 21 Aug 2008 08:21:02 -0400

You forgot to mention TREE, The lending and mortgage side of IAC's internet business, they must be happy to unload that division. The sum of the parts in this case will be worth more than the whole as the laggards and drags get jettisoned-

Why I'm Buying Amylin Now

Wed, 20 Aug 2008 21:16:40 -0400

Fair enough, but what about ELN, which released news that everbody knew with regards to a brain infection and BIIB inconjunction with the same? Isn't there better risk reward in those names?

Tuesday Options Update: XLF, RKH, XLE, DIA, COF, TASR, GEOY

Wed, 20 Aug 2008 08:43:05 -0400

Frankfurt/Hessen, these option summaries have been great, are you lost? Your comment is abuse, why bother-
Andrew keep up the good work.

A Blockbuster Arbitrage Opportunity

Sat, 16 Aug 2008 20:51:31 -0400

This arbitrage is/was similar to VIA and VIA.B Shares, everyonce in a while they come along, the only downside is lost opp. value while watching the paint dry. There are many Arbitrage ops in options vs. equity that are much more expediant. Take a look at crox options, the Theoretical value is far below the premiun on long term leaps, vs. front month options and selling the equity.

AIG: Willumstad's Hard Choice

Fri, 08 Aug 2008 08:00:06 -0400

AIG is a Sell, o one likes uncertainity, and as for un-realized, does that mean not real? This stock is a teenager in the next few months

Options Activity Suggests Likely Suitor for EMC

Tue, 05 Aug 2008 08:23:54 -0400

The best way to play this with limited risk is writing a put spread. Buy the August 14 Put and sell the August 15 Put, this strategy gives you a protection down to 14.09 on the downside and approx $400 in profit per 10 lot if the stock closes anywhere at 15 or above. With limited margin this strategy can be implemented in size

Mother of All Short Squeezes?

Sun, 20 Jul 2008 22:45:09 -0400

Naked shorting Legal?? What? Crazzzyyy....It has nothing to do with the "free markets", essentially people could sell short more shares in a company than actually exsist...Thats not good for anyone in the "free markets". shorting is a good, naked shorting = bad.

Short Sales: SEC Turns Back the Clock to 1931

Sun, 20 Jul 2008 19:21:58 -0400

Naked Short Selling as it is called has always been illegal, this will be a BOOM for clearing firms Stock Locate Dept. with borrowing stocks short interest premiums. A hard locate simply means that the "shorter" has to now have the shares of a stock they are shorting, solidly borrowed with interest paid to the lender of the shares, rather than a "best effort" with no interest paid to the specific shareholder. The interesting things are that the Bank Shares have NOT eliminated there dividend as expected and many people shorting at the currently low multiples and share prices also have to pay the dividend to the lending shareholder, and eventual deterent-

Barron's Goes Bullish on Banks, Again

Sun, 20 Jul 2008 10:22:05 -0400

Barrons Loved GM, The Housing Sector and Now Banking? They Will go 3 for 3 with this pick, 3 for 3 to the downside that is.....Maybe there is still a little pop left after last weeks huge run, but the banks are a long way from being outright buys-

Well-Capitalized Regional Banks: The Bottom Is In

Tue, 15 Jul 2008 08:28:43 -0400

Foreclosures aren't anywhere close to being done yet, commercial re coming to the party, heating oil prices in the North this winter will break the averge person, why buy bottoms, buy good co's on the way up-

Why I Bought Financials (Despite the Mess)

Tue, 15 Jul 2008 08:23:49 -0400

Your article title should be "How I lost it All in Financials"(Despite being advised not to), why try to pick bottoms....buy strength on dips not weakness-

Housing: Barron's Calls a Bottom

Mon, 14 Jul 2008 00:32:41 -0400

Barrons did a great job calling GM going much higher in the 20's- Lol, A great SELL Indicator, Sheep following wolves into the forest-

Love Notes from Fannie Mae to the Fed, Etc.

Mon, 14 Jul 2008 00:29:52 -0400

Buy??
Sure Buy on a "No Credibility Bail Out", this market is going much lower-
The Fed, Paulson & Fannie/Freddie All have NO Credibility

Parsing Paulson: The Fannie and Freddie Bailout

Mon, 14 Jul 2008 00:27:07 -0400

Gross.....On Friday, Fannie and Freddie say they don't need anything, and the Fed denies any need for action. 2 days later....A Bail Out.
CAN YOU SAY NO CREDIBILITY
And then the SEC is going to go after rumor mongers??? The RUMORs turn out to be true more often then not now a days....
What a joke-

Friday Options Update: FRE, FNM, LEH, WB, AIG, SLM, MER, XLF

Fri, 11 Jul 2008 16:08:53 -0400

People are confusing loan losses at FNM and FRE with SLM, A mistake-

NYSE Short Interest Hits Record Highs... Again

Fri, 11 Jul 2008 09:05:16 -0400

Doesn't seem to be a contrarian indicator any more-

Oil Price: $100 Before $150 - But $200 Before $50

Fri, 11 Jul 2008 07:47:55 -0400

Well looks like you are short term wrong.....$150 (Next few days) before $100. $100? Probably never again-

As Yahoo Fights for Board Control, Analyst Suggests AOL Merger

Mon, 30 Jun 2008 23:24:31 -0400

The blind leading the blind.....