Seeking Alpha

DaveBlz » Comments |

Sort by:
Latest | Highest rated
  • Chrysler: Reshuffle the Corporate Capital Structure? [View article]
    Bo:
    Nice overview. The WSJ first dissected this right after the announcement. And even though I have no objections to unions - I was a member of one before I retired - this pandering to a group that primarily supports democrats means investors must now alter their issue analysis. We have entered an era when conventional stock analysis is not enough. We must now consider the ramifications of political favoritism in future price estimates, and avoid the uncertainty of issues that could be used to further entrench the leftists/socialists. It is difficult enough to determine which company is undervalued when it is on a somewhat level playing field with its competitors. Now, the future of a particular company which can "aid" the administration in some way is virtually impossible to predict.
    For example, what is going to happen to medical insurance and drug stocks during the drive to truly "socialize" medicine? I am not prepared to place bets on the long side.
    Since about 12 days after the inauguration I have been looking for "non-political" areas that are undervalued, such as food producers and oilfield services, that can be accumulated cheaply, and may not yet be on the government's hit list. And there are volatile areas that can be exploited, such as gambling stocks.
    It is unfortunate that our workload is increased in this manner by having to figure in what the economy will look like if Lenin were running it. But our job has always been to identify long-term trends quickly. Thank you for your article.
    May 03 10:26 am |Rating: +1 0 |Link to Comment
  • 12 CNBC Pet Peeves [View article]
    Everybody has it wrong. I have spent years developing an "index" based on CNBC, Fox and Bloomberg's collection of the condition, appearance, accoutrements, etc., of their female anchors and reporters. The basis of this very successful indicator is that investors will be drawn by "sexual" reporting and gravitate to stocks touted on the "highest rated" network. These are sells or shorts. The issues considered undervalued are those promoted by the show with the least attractive female reporters, since no one is watching these shows. A friend has coined the term "breast index" for my system, but he is obviously jealous of my success.
    You can use this system yourself, although my algorithms are secret. A market top will be denoted by reporting done in slinky nightgowns or topless. A market bottom can be seen easily by the complete absence of sexuality; think thin women in business suits. Everything else is meaningless...
    Dec 12 12:23 pm |Rating: 0 0 |Link to Comment
  • Wells Fargo: A Growth Stock During the Great Depression? [View article]
    Odd...There seems to be arguing about WFC, while USB looks to be the choice in this industry. I can't seem to decide who is right about Wells Fargo from the posts, but some of the contributors might want to take a break and consider an alternative. Quality, quality, quality. Figure out who has it in an industry and start there...
    Sep 28 23:25 pm |Rating: 0 0 |Link to Comment
  • Seven High-Yielding ETFs [View article]
    Another ETF is the S&P Dividend Aristocrats, consisting of companies that have consistently raised their dividends. I read about it in an article written by an S&P advisor. But the S&P website only has an 8-digit symbol (which doesn't work) and S&P in New York did not know what the regular symbol is. If anyone does, please add it to comments.
    Jul 24 11:44 am |Rating: 0 0 |Link to Comment
Comments by Ticker
DaveBlz's
Comments Stats
4 comments
Rating: 1 (1 is - 0 )