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Land of Milk and Honey

Land of Milk and Honey
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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    .

    It's not the same military set up as here. There may not be the coordination or leadership that makes you part of a military movement. ...instead of a random sitting duck. Or may be lack of food & supplies that's severe. It's a mess, but I'm not sure it's the boots on the ground I'd start ranting at first.
    Jun 15 10:42 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    (RIG) finally got an updraft from energy, lol :).

    (LINE) too is doing well with this, at $30.40, over $30 for first time in a while.

    This may be an impossible to answer question ... but how to you look at Iraq war then realize that's why energy is going up? Is that typical that war in ME means higher prices so energy goes up? I wouldn't have connected the dots on that.
    Jun 15 10:35 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    SG

    Interesting. I hadn't realized there were pockets of bears 16 years long (before my investing time.) It's been mostly up since mid 80's except for a few quick large drops, and some bear stretches.
    Jun 15 10:32 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    SG

    Oh, so the future statements will need to be changed. Meanwhile, you're look at NICK's price not changing was fortuitous...
    Jun 15 10:26 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    - I never heard of (LULU) until I got to SA. Guess I'm out of touch with the latest styles :).
    Jun 13 01:04 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    SG, td, BC

    Here's the Nick deal news:
    "The termination deadline for completion of the Arrangement pursuant to the Arrangement Agreement is June 12, 2014. At its June 11, 2014 meeting, the Company's Board of Directors determined to terminate the Arrangement Agreement on the basis that certain conditions requisite to consummation of the Arrangement could not be satisfied by the termination deadline. The Board of Directors further determined to continue to retain Janney Montgomery Scott LLC as its independent financial advisor to assist the Board in evaluating strategic alternatives for the Company, including, but not limited to, the possible sale of the Company to Prospect or another third party, potential acquisition and expansion opportunities, and/or a possible debt or equity financing. "


    Any thoughts on it being cancelled?

    I set a sell at $10.45, (and it triggered this morning on the bounce), after reading you all's info here, and relooking at my original assessment. I may still get back in... but maybe a different BDC instead...

    My (TCAP) and (TCRD) are heavily underwater. Too much so, to sell. I'm just ignoring them.
    Jun 13 01:02 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    M

    By discounted do you mean counted in already... or not counted in already?

    That's a lot of bearish sounding stuff.
    Jun 11 09:41 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    FG

    : ) I suppose.
    Jun 11 04:35 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    - Is it odd that on a down market day... the riskier momentum index Nasdaq is not down, while the traditional DOW is? With smallcap RUT down less than DOW?
    Jun 11 04:01 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #28 [View instapost]
    td

    Do you know what Klarman's top picks are?
    Jun 11 08:45 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    SG

    Thanks for the heads up on the Nick deal. I had no idea to watch for that!!

    I remember my PSEC being around 10.75 where I bought it, up until the SEC announcement. According to your chart it was May 7th during the day that it dropped. It opened at 10.72. On May 6th it closed at 10.74. (Assuming I'm reading the chart correctly -- which isn't always the case :). ) So I would but 10.75 as the target for recovery.
    Jun 10 07:17 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    BSF

    While there's a shortage here --- she's knowledgeable about her field and that she won't be able to get an equal paying job again (she's high up managing the product line development after 25 years).

    So it's not just a shortage here, but an outsourcing that's been happening for years now, so that those here with skills can't get the jobs. As she says they can hire 4 cheap people overseas for each of her team. So even if they could hire here - if they hire there and there are problems or 2 people aren't good... they're ahead financially. So the flip side of your story is what I'm hearing from technical people in the field (not just her).
    Jun 10 07:09 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    - (PSEC) announced good news no restatement needed for SEC

    I bought back in at 10.39, hopefully a reasonable deal over time.

    BSF - should make you happy :).
    Jun 10 05:03 PM | 3 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #29 [View instapost]
    - Hi everyone!

    Please post whatever comments or questions you have!

    I just saw the ad for stand up entry bathtubs. Anyone checked for companies behind some of these medical devices...?

    I was vacationing over the weekend, and my friend tells me her U.S. engineering firmware (software) job will be outsourced within 5 years and she'll never get another high level position at the same salary. It's one of the last in her company to stay stateside. Is there a way to invest in the overseas growth that will be gaining from these jobs moving overseas (beyond straight general EM investing)?
    Jun 10 03:07 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #28 [View instapost]
    - New chapter, coming up...

    Chapter #29:
    http://seekingalpha.co...
    Jun 10 03:02 PM | Likes Like |Link to Comment
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