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  • StoneMor: With Dividend At Risk, Shares Could Fall Sharply [View article]
    @giorgiolb, Yes this is an old story, but you have not provided any argument against the assertion that STON is a Ponzi scheme.
    @DividendInvestorLA Yes the bashers are trying to make profits shorting this stock, but you have not provided any argument against the assertion that STON is a Ponzi scheme. I agree with you that manipulative articles are more reason to not trust the stock market.
    Aug 13, 2013. 01:29 PM | Likes Like |Link to Comment
  • StoneMor: With Dividend At Risk, Shares Could Fall Sharply [View article]
    Yes totally different business models, but WHX and STON do share one characteristic; they both have a dividend that is unsustainable.

    With WHX the realization that the dividend would eventually be cut caused the price drop.
    With STON a large price drop could actually cause the dividend cut since STON relies on the issuance of new equity (and debt) to fund the dividend.

    But the author's point is the price drop can (and probably will) precede the cut.
    Aug 12, 2013. 12:58 PM | 3 Likes Like |Link to Comment
  • Bill Gross's Dreadful Analysis Of The U.S. Economy's 'Wounded Heart' [View article]
    "5. Representation without taxation is worse than taxation without representation. The votes of those who do not pay any Federal taxes, uneducated, criminals should be counted as half vote. A kind of controversial."

    Tony Pow, I agree this is a huge problem -- one that cannot be solved without either taxing the poor or reducing their vote.
    Jun 19, 2013. 01:31 PM | Likes Like |Link to Comment
  • Bill Gross's Dreadful Analysis Of The U.S. Economy's 'Wounded Heart' [View article]
    I have to agree strongly with point #1. The complaint banks are making is not the lack of risk premium, but the lack of RISK-FREE PREMIUM. They are used to buying 3-12 month T-bills and paying deposits 25 basis points lower. They can't do that anymore since 3-month T-bills are yielding 5 basis points and 12 months are yielding 14 bp. So their risk-free spread is approximately nothing. Now they have to actually make loans or buy riskfull bonds to make a spread.
    Jun 19, 2013. 01:04 PM | 1 Like Like |Link to Comment
  • 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