Gary Lucido

http://www.investingminds.com/social/blogs/gary/

42 Comments

    • ON: Sun Oct 12th 07:32 AM
      Commented on:
      Jeremy Grantham: Stocks Still Aren't Cheap
      There is a rather compelling analysis that stocks are at about the right level now but could get a lot worse before they get better:
      www.investingminds.com...
      View article »
    • ON: Mon Oct 6th 09:31 AM
      Commented on:
      Should Investors Buy or Sell Wachovia Now?
      There have been some interesting plays here with the various classes of Wachovia preferred: www.investingminds.com...
      View article »
    • ON: Fri Oct 3rd 06:51 AM
      Commented on:
      GE Dilution Questioned
      So why didn't they just do a rights offering?
      View article »
    • ON: Sat Aug 23rd 14:16 PM
      Commented on:
      Natural Gas Fund Is Flaming Out
      Amateur economist: Of course you are correct. I noticed that but my point is that it can be way off over some very long time periods. It's clearly very susceptible to contango and backwardation and those may or may not cancel in any given time frame.

      Fran: I completely understood the rules before entry but was surprised at the magnitude of the impact of contango. As for Cramer...no I put no faith in that guy. The guy is a clown.
      View article »
    • ON: Fri Aug 22nd 22:34 PM
      Commented on:
      Natural Gas Fund Is Flaming Out
      huangjin: Interesting that you would quote this episode of Seinfeld. I often use it to explain why I invest in individual stocks...the reason being that if I was consistently bad at it then I could just start doing the opposite of all my trades.

      sbenard: My whole point is that you can't possibly benefit from the normal seasonal increase in prices because that's already reflected in the futures market. The fund will be always buying at the higher prices, not the lower spot prices. Also, I don't buy the technical mumbo jumbo. No offense.
      View article »
    • ON: Mon Aug 18th 18:36 PM
      Commented on:
      Fannie, Freddie Bailout To Wipe Out Equity Holders?
      If the government is going to provide capital that raises the value of the company then the government needs to make sure that they get 100% of that incremental value. If that ends up wiping out shareholders then so be it.
      View article »
    • ON: Fri Aug 15th 11:37 AM
      Commented on:
      A Blockbuster Arbitrage Opportunity
      I don't think they are negotiable. I'd say that there's a 50% chance I was told incorrect information and a 50% chance that there's some glitch somewhere that will work to my benefit.
      View article »
    • ON: Fri Aug 15th 10:10 AM
      Commented on:
      A Blockbuster Arbitrage Opportunity
      Thanks. I actually did that yesterday and saw the rate quoted. However, when I called them they told me I wasn't being charged. Hence, my comment "we'll see".
      View article »
    • ON: Tue Aug 5th 07:55 AM
      Commented on:
      Trading Closed-End Funds - An Update
      Yep. I've maintained myself that a portion of the discount on a closed end fund represents the discounted value of the expenses.
      View article »
    • ON: Fri Aug 1st 09:17 AM
      Commented on:
      Crude Reality: Big Oil's Purposely Restricting Supply
      America will do what makes economic sense. The last thing we need is the government to try to manage the economy and the energy problem. When they do that we end up with things like CAFE requirements, ethanol subsidies, and ethanol tariffs. It doesn't work in Cuba or Venezuela and it didn't work in the Soviet Union.
      View article »
    • ON: Mon Jul 21st 07:31 AM
      Commented on:
      Is Natural Gas Down for the Count?
      Looks like 2008traveler answered my question as I was asking it. However, natural gas ultimately should be exported to higher cost areas and even domestically it can be substituted for oil - maybe not in the short term but in the long term.
      View article »
    • ON: Mon Jul 21st 07:28 AM
      Commented on:
      Is Natural Gas Down for the Count?
      And what about the relationship between natural gas prices and oil? At some point natural gas starts to substitute for oil.
      View article »
    • ON: Fri Jul 18th 19:53 PM
      Commented on:
      Just How Terrible Is Housing as an Asset Class? Roubini Weighs In
      The idea that a home is a great investment is one of these myths propagated by the government and the real estate industry. The government has a vested interest in people owning homes because people who own homes don't launch a revolution against the government. In case you are interested I did a post a while back on housing prices in Chicago (where I live) and what has really happened with them. It's just not a great investment. The story is the same for other cities as well.
      blog.lucidrealty.com/2.../
      View article »
    • ON: Fri Jul 18th 08:27 AM
      Commented on:
      Historic Financial Collapse Underway?
      I completely agree with everything you say. What I don't understand is why the GSE's stock is going up right now. I've been buying puts.
      View article »
    • ON: Sat Jul 12th 22:21 PM
      Commented on:
      Another Macroshares Oil Arbitrage Opportunity
      Well, I thought about this and decided it was absolutely OK. First, I'm disclosing my position. That puts everyone on notice that I might have something to gain from the article and, if they don't trust me, I could be simply pumping. The very fact that Seeking Alpha asks for disclosure indicates that they anticipate people will write about positions they hold. Frankly, I'm turned off when I read someone's analysis and they DON'T have a position. Like...why don't they put their money where their mouth is. Second, I think it has less credibility to write about something after the fact. I could simply make up a bunch of trades with the benefit of hindsight and look brilliant. Third, I'm looking to share the information so that others can profit too.
      View article »
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