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JYucca

JYucca
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  • Why Hasn't Micron Stock Responded To 3D XPoint? [View article]
    Good analysis, unfortunately! Thanks. Until the market can see earnings growth, maybe we have a floor at least.
    Jul 30, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • DGI Beats Indexing; What Beats DGI? [View article]
    We must bear in mind that when comparing plots of two assets over time, we can get strikingly opposite results depending on the point in time when we start the comparison and set both assets to zero percent gain. If you had chosen market highs in 2000 or 2008 for the starting point to compare VDIGX to SPY, then SPY is clearly the winner, although those were unusual times -- near market peaks. What is generally true is that after a long period when one asset class has outperformed another, the opposite might occur for a while. Since 2009 VDGIX has outperformed SPY in this long bull market, and the reverse will almost surely be true in a declining stock market. Of course VDIGX is the one to buy in *temporary* market dips.
    Jul 15, 2015. 09:02 AM | 3 Likes Like |Link to Comment
  • Market Hits New Warning Signal Today [View article]
    3 years, 4 months, 18 days, 11 hours, 9 minutes, and 38 seconds. You're welcome.
    Jul 14, 2015. 11:00 PM | 2 Likes Like |Link to Comment
  • Yahoo's Alibaba Failure [View article]
    What's worse, Fiorina paid herself a $50,000,000 bonus specifically for doing that acquisition. Couldn't pat herself on the back hard enough. As if she wasn't paid enough to be doing her job already.
    Jul 10, 2015. 12:57 PM | 1 Like Like |Link to Comment
  • Microsoft: A $7.6 Billion Write-Off Plus Layoffs Are Never Good Signs [View article]
    My guess is that just one modern container ship could transport in a single load all of the iphones sold world-wide in a year.
    Jul 10, 2015. 02:40 AM | 3 Likes Like |Link to Comment
  • Micron's Q3 Conference Call: 'A Pocketful Of Mumbles' [View article]
    Excellent article, and i love the quote from "The Boxer."
    Jul 5, 2015. 11:27 PM | 4 Likes Like |Link to Comment
  • Why I'm Chomping At The Bit To Buy This Market [View article]
    Yes, let's keep our cliches pure in their most ancient form! Chomp is the modern form of champ in the sense of biting down, but there's no place for modern words in sacred cliches. Thanks for educating us, though.
    Jul 1, 2015. 02:25 PM | 3 Likes Like |Link to Comment
  • Intel/Micron Joint Venture Might Not Last After 2018 [View article]
    For "not knowing how to break it to us", you did a nice job. Thanks.
    Jun 29, 2015. 05:09 PM | 6 Likes Like |Link to Comment
  • Graccident Now Probable And A Grexit Highly Possible [View article]
    RS055 -- correct. Bankruptcy court makes more sense than debtors' prison. Greece is bankrupt, regardless of who's to blame. More austerity and taxes would tank them even more, and they still couldn't pay and would default again. As Jim Cramer put it, "The Germans want Greece to accept the same deal that the Allies gave Germany at Versailles. How'd that work out? ...Greece wants the same deal that Marshall gave Germany after WWII. Study your history, Merkel, and stop being Herbert Hoover in a pants suit."
    Jun 29, 2015. 03:34 AM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Greek Ripples Or Economic Fireworks? [View article]
    You can ask for the negotiated rate (BEFORE having the test) even if you're not covered. If they say no, you can ask elsewhere. An EKG is rather like a commodity, except that it never occurs to us.
    Jun 29, 2015. 02:54 AM | 2 Likes Like |Link to Comment
  • Micron Technology: Buy On The Drop? [View article]
    "Insufficient funds" means having other priorities, seeing better prospects elsewhere.
    Jun 26, 2015. 12:50 PM | 2 Likes Like |Link to Comment
  • Micron Technology: Buy On The Drop? [View article]
    Clearly no one believes that forward P/E. Forward earnings will surely be revised downward.
    Jun 26, 2015. 12:47 PM | 3 Likes Like |Link to Comment
  • How A Part-Time Uber Driver Can Buy A Tesla [View article]
    Alt Energy Stocks: Great graph showing technology adoption by consumers in the 20th century. Can you please provide a link or reference? Thank you so much.
    Jun 21, 2015. 10:29 AM | Likes Like |Link to Comment
  • Brown-Forman: Earn 13.8% (Nearly) Risk Free [View article]
    Tom, I wasn't "jumping on every comment" by UD. Yes, i did thank him. It was his comments, not mine, that suggested an immediate return was at hand. It was important to note that the spread may persist indefinitely and that the opportunity cost is real (it does tie up capital in our accounts). At a 6% gap, it isn't a sure thing. Yes, I have done enough of these to know that even safe arbitrage cases seldom close the last 5% before a fixed date and virtual certainty are at hand. Sure, when the article was written the 13% gap seemed a no-brainer. And yes, I am following it -- was tempted to add more at 9% yesterday.
    Jun 16, 2015. 09:20 AM | Likes Like |Link to Comment
  • Brown-Forman: Earn 13.8% (Nearly) Risk Free [View article]
    I do not contest that the gap *should* close, only that it hasn't been closing for a week now. So long as there is a struggle over control of the company, the spread may persist or even grow. Someone has been willing to push the gap down to 6% to 7% but no lower. I disagree about the cost of capital being zero. Presumably it is the cost of capital (plus opportunity cost, plus risk that the gap might not close in a year, and so on) that deters hedgers from closing the gap below ~6%. On the other side, someone is willing to bid up the A shares exclusively, to what price ultimately we don't know.

    I established a long/short position a week ago -- thank you for alerting us to the opportunity. As i type now the gap has increased to $8. This could take months or longer.
    Jun 11, 2015. 02:48 PM | Likes Like |Link to Comment
COMMENTS STATS
236 Comments
282 Likes