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farkus
5 Comments
Seven Thoughts on Capitulation [view article]
Oh, was that an article? Oct 07 09:31 AMSome Muni Bonds Appear Screaming Buys Here [view article]
I imagine the typical reader of seekingalpha has some idea of why muni's are spread positive to Treasuries, but it does beg the question of whether spreads can and will continue to widen. For an actual explanation of what is going on in the muni market, and why munis might be a good investment here, google Bill Gross's 2/29 interview on the Fox Business Channel. Mar 02 11:28 AMSimon Property Group: My Kind of Dividend Growth [view article]
Do you have any idea what is taking place in the commercial real estate market? Have you bothered to look at the historic spread between the Treasury curve and Simon's dividend yield? You need to do a little homework in this sector. Dec 28 06:27 PMTwo Reasons To Buy Sallie Mae Before Everybody Else Does [view article]
Wow, that's some cogent analysis! Buy Sallie because it's been down a long time, they may get bought out, and it is probably due to go up along with the other financials. Man, you're good! Nov 07 11:25 AMThings Have Normalized... Or Have They? [view article]
Yea, I agree, what was the point of this post--aside from stating the obvious? Kind of like his website, frankly. Sep 29 10:11 PM