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JYucca

JYucca
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  • IMF Deal Will Break Ukraine, Harm Global Stability [View article]
    Ukraine is broken as it is. They must end those insane gas subsidies. The subsidies have prevented them from developing their own energy resources. No, they won't pay 1/5 of income on heating. Instead they will stop wasting so much energy, the way all people waste what is heavily subsidized. People adapt. Now, perhaps they will be motivated to make these and other painful changes, especially in politics, government, and law. This is a great opportunity for them to make the kind of progress that Putin fears and the EU requires, toward building a society based on transparency and laws.
    Mar 28, 2014. 08:56 AM | 4 Likes Like |Link to Comment
  • No Longer Posting At Seeking Alpha [View instapost]
    I am sorry, though I respect your decision. I hope that you will continue elsewhere and let us know. Your articles have provided good insight in an amusing style.
    Mar 27, 2014. 07:07 AM | 4 Likes Like |Link to Comment
  • Philly Fed Leading Economic Index Suggests Expansion Across 100% Of The Nation [View article]
    You have to trust *something*.
    Mar 27, 2014. 06:33 AM | Likes Like |Link to Comment
  • Biotech Sell-Off Brings Value To U.S. Healthcare Stocks [View article]
    Oh, i wouldn't care to write about that even if I had real expertise. I don't think it would offer any actionable advice. I agree that the market seemed to have over-reacted on biotech. On the other hand, the market's seems to shifted WAY risk-off, so the downturn in biotech could be mostly for other reasons.
    Mar 26, 2014. 10:41 PM | Likes Like |Link to Comment
  • Biotech Sell-Off Brings Value To U.S. Healthcare Stocks [View article]
    "biotechnology companies should be able to charge free market pricing to recoup their drug investment cost"

    Free market pricing? Ha ha haaa! Well, i see that you're smiling, so maybe you're joking. I'll tell you who does NOT want free-market pricing -- biotech/healthcare companies. In a free market, insurance companies wouldn't have to pay $100,000 per treatment, unless premiums were so high that 90% of Americans couldn't afford insurance. In a free market, there would be no Medicare, no Medicaid, no VA to pay whatever the asking price. Actually, in a free market, buyers of the drugs, namely the insurers, would negotiate on price, and in this case the buyer often is ultimately government. Imagine that, governments negotiating on drug prices (which they do in many countries) instead of just paying whatever. Actually, didn't Waxman just ask the company to justify the price? Did he say they shouldn't recoup their costs of development? Not exactly a hard bargaining line. What I see is industry being very busy, and very successful, lobbying for protected markets, not free ones.
    Mar 26, 2014. 10:18 AM | Likes Like |Link to Comment
  • Should An Intelligent REIT Investor Buy CapStead Mortgage? [View article]
    Nice comment, rsd57 (unlike MP's negative comment lacking any substance, which only dents his credibility.)
    Mar 25, 2014. 08:27 AM | Likes Like |Link to Comment
  • Is The Tuesday Morning Turnaround Story A Myth Or Reality? [View article]
    Thank you for your thoughtful answer. The fact that they have no debt is what makes such a turnaround through cap ex seem possible. The high short ratio could keep this from falling as quickly as it might or cause it to pop with any hint of progress in the turn around. Selling near-term calls to capture premiums or to force entry into a short position from a higher price point could be the safer way to go.
    Mar 23, 2014. 03:38 PM | 2 Likes Like |Link to Comment
  • Is The Tuesday Morning Turnaround Story A Myth Or Reality? [View article]
    It would seem to me that the big issue to be resolved (or not) is the excessive SG&A. Your "optimistic" model assumes attaining 4% gross operating margin similar to Big Lots. Any ideas why their SG&A is excessive and what it would take to achieve this efficiency? Since we're dreaming, if they could operate as efficiently as TJX, then their the value of TUES could easily be double your projection. It seems to me that the key here is to what degree SG&A can be reigned in.
    Mar 23, 2014. 08:18 AM | 1 Like Like |Link to Comment
  • Apple - Challenging The Multiple Expansion Narrative [View article]
    Re rrose39, I think we could use a sarcasm font.
    Mar 11, 2014. 12:22 PM | 2 Likes Like |Link to Comment
  • U.S. Vs. European Stocks: Assessing The Relative Contributions To Earnings Growth [View article]
    Very interesting. Thank you.
    Mar 8, 2014. 09:49 AM | Likes Like |Link to Comment
  • Are Demographics Really Destiny? [View article]
    invest2b, labor was considerably stronger between 1945 and 1966 than it was between 66 and 82. Labor unions in the US had been in decline since the around 1950. The major problems of the stock market in the 70s was uncertainty and fear, which drove p/e ratios low, after market exuberance had driven ratios to a peak in ~1967.) The earnings growth of the S&P 500 wasn't much different in the 70s versus the 80s, but p/e ratios rose.
    Mar 6, 2014. 11:44 AM | 1 Like Like |Link to Comment
  • What Are You Afraid Of? [View article]
    It would seem that the best way to use this approach would be to diversify across the top 15 at least. Are you advising (or backtesting with) selling when the high is reached or after three months, whichever comes first, and holding to three months no matter if the low price is breached?
    Mar 3, 2014. 09:11 PM | 1 Like Like |Link to Comment
  • Micron: Trading Around Earnings [View article]
    Once you or enough players recognize a pattern, it won't quite repeat.
    Mar 3, 2014. 09:01 AM | 2 Likes Like |Link to Comment
  • Buffett Says To Disregard Macro Opinions? [View instapost]
    Very nice article. Thank you. As for your final sentence, we can be watchful but never really know. It's hard to guess about what is being hidden from view. Too many people will swindle and lie when they feel immune to consequences. All we can do is to try to get out of the way of economic downturns. To do that without being scared away during good times will require ignoring most of the financial "news" and opinion.
    Mar 2, 2014. 11:52 AM | 1 Like Like |Link to Comment
  • Intuitive Surgical: Game Over Or Game Just Begun? [View article]
    Gary J, don't just gullibly believe company PR. I have been told by physicians that they don't see much or any net benefit from shorter stays. Anecdotal data, but don't dismiss it. Other costs to the system is training physicians to use it as well as repair and maintenance. My impression is that hospitals have bought in mostly for the advertising to compete with neighboring hospitals, to look "state of the art". But that's pretty much over.
    Mar 1, 2014. 05:33 PM | Likes Like |Link to Comment
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229 Comments
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