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  • Oracle - Unfriendly To Shareholders [View article]
    Not double-speak at all. There are many great businesses that are not good buys. From valuation perspective, companies like AMZN, FB, and AAPL are all very profitable but have unreasonably high valuations. For companies like ORCL and a large percentage of publicly traded companies, the company exists for the profit of the employees, particularly top executives and board members. It creates conflict of interest to have multiple small owners (shareholders) because the ones steering the ship (execs and board) are incentivized to reward themselves more than the owners.
    Feb 14, 2013. 04:30 PM | Likes Like |Link to Comment
  • What Could Happen To Long-Term Treasury Bondholders If Interest Rates Rise? [View article]
    How were your projections formulated and why is the adjusted price higher? You wrote, "...we should also be able to adjust for our fund's fluctuating dividend rate." Please elaborate.
    Feb 13, 2013. 10:48 AM | Likes Like |Link to Comment
  • More from Grantham: Courtesy of the donkey-beatings, all global assets are once again becoming overpriced, but not uniformly so. Pockets of value can be found in emerging markets (EEM) and Japan (DXJ), and the great global franchise companies. Much of everything else is "brutally overpriced," with U.S. stocks selling at an implied negative 7-year imputed return ... As for fixed income - fugetaboutit!." [View news story]
    Would you explain what a "implied negative 7-year imputed return" on stocks means?
    Feb 7, 2013. 11:11 AM | 1 Like Like |Link to Comment
  • Why The Long Bond Will Continue To Defy Gravity [View article]
    Which form of physical gold (and silver) do you think has the lowest transaction cost, should I decide to cash out at some point? Please cite references used. Thanks!
    Dec 30, 2012. 06:12 PM | Likes Like |Link to Comment
  • NetQin (NQ -6.5%) slumps after SA's FJE Research questions the company's user account figures. While NetQin claims to have a 63% share of the Chinese mobile security software market, research firms assert Qihoo (QIHU) has a 60%+ share. Moreover, download figures for NetQin's security app on Sina and various app stores are meager, and Baidu search activity is also light. NetQin's low valuation indicates there's already some skepticism on the Street about its growth story. [View news story]
    HAHAHA that is awesome that China has over 123% worth of mobile security market share to spread around. I was short QIHU for about a month a few months back, but I learned my lesson. Fraud or not, it's very difficult to maintain a long-term short in a stock like this.
    Dec 10, 2012. 02:11 PM | Likes Like |Link to Comment
  • Annaly Capital - The Slippery Slope Continues [View article]
    Even someone who types with CAP-LOCK on can be clever in online forums.
    Nov 16, 2012. 12:46 PM | 1 Like Like |Link to Comment
  • At The Fed, Will Pride Precede A Fall (In Treasury Bonds)? [View article]
    If you put on a short trade of TLT for years, you're pretty much guaranteed to get your borrowed shares pulled before you want to cover. You need to think of a better way to short treasuries than shorting TLT. An article that was written about the same time as yours suggests buying gold or silver, which I don't love, but at least you can't get a forced buy-in. Buying a put on TLT will rock your wallet (in a bad way) if you get the time frame wrong. Shorting a call might work but will require huge margin and very limited gains. So I'm inclined to say that buying inflation hedges may be a better long-term trade than shorting anything indefinitely.
    Nov 9, 2012. 12:27 AM | 1 Like Like |Link to Comment
  • Take A Prosperous Ride On The Banking Sector [View article]
    It went below $7 a few times in May, but I'm still long. I am a bit worried by the election, but I think I'll keep sitting on it for a while longer. I think $10.50 is pretty realistic by mid-January.
    Oct 25, 2012. 10:13 AM | Likes Like |Link to Comment
  • How To Make 27% A Year On Intel [View article]
    I received an email alert for this article at 10:50 AM today, October 4.
    Based on the 1st post being dated 3 Oct, 9:59 AM (not sure what time zone), that means I didn't get notified for a whole day after the article came out. I am consistently getting new articles a day late. Does anyone know how to get immediate alerts or same-day alerts? (I already did a Google search and found nothing.)
    Oct 4, 2012. 03:40 PM | Likes Like |Link to Comment
  • Make A Quick Profit On Cisco [View article]
    Shmulik, do you still think this is worth shorting now, if it starts retracing downward? It gapped right past the 19.20 resistance and continued upward as is common when a stock gaps past resistance. It seemed like a good trade idea, but I just read it a day late and the underlying reasons no longer hold.
    Sep 6, 2012. 05:55 PM | Likes Like |Link to Comment
  • The Fed's got it right. Data going back to 1962 shows the 10-year Treasury yield is far more correlated with core CPI than it is with the headline rate, notes Matt Busigin. Since 1986, the Treasury/core rate correlation is even higher, getting pretty close to 1. The data also gives truth to the argument that energy and food price shocks (which affect the headline) are deflationary[View news story]
    Inflation is deflationary! You are blowing my mind...

    Are you saying that price increases in energy and food are a leading indicator to deflation or what?
    Aug 20, 2012. 03:21 PM | 2 Likes Like |Link to Comment
  • Tesla's Troubling Risk-Reward Profile [View article]
    "coal smoke and mirrors" -- Hahahaha, nice jab at EV. John, it's amazing you have the fortitude to continue writing intellectual articles with 80% of the comments completely ignoring your analysis... or analysis in general.

    I would be happy to leave Tesla alone, except they're part of the faux-environmentalism corporate lobby that is draining tax dollars to pay for toys for the ultra rich.

    Stop the tax credits and incentives, and I will be happy to let Tesla (and the solar companies) live in peace for as long as they can delude themselves.
    Jun 7, 2012. 04:51 PM | 2 Likes Like |Link to Comment
  • Annaly: Leave The Common Shares Alone, Ride The Preferred [View article]
    Can you provide more information about the competitors that went bust during the rising rates in 1999-2000? Like names, tickers, charts? Thanks!
    May 16, 2012. 11:13 AM | Likes Like |Link to Comment
  • Time To Short The Donuts [View article]
    Stopped out this morning on earnings even though the trade still has merit.
    Apr 26, 2012. 12:07 PM | Likes Like |Link to Comment
  • mREITs' Golden Era Is Over - Part I [View article]
    Shmulik Karpf,

    I have been looking for a way to profit from the eventual downfall of mREITs. I didn't realize NLY had such a high payout ratio. What would you think about shorting NLY and long 80% as much AGNC? The carrying cost would be zero as long as AGNC keeps paying their dividend as long as NLY does. This also assumes NLY isn't hard-to-borrow and doesn't have a interest charge to borrow. The puts on mREITs are crazy expensive, while the calls are free, so the option market definitely agrees these things are going down.
    Feb 23, 2012. 02:48 AM | Likes Like |Link to Comment