Lynn's Comments Lynn's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/124884/comments Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/170128-wall-street-breakfast-must-know-news?source=feed#comment-737606 737606 Fri, 30 Oct 2009 16:54:37 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/163878-wall-street-breakfast-must-know-news?source=feed#comment-695973 695973
PS: I like the new spell checker feature.]]>
Tue, 29 Sep 2009 17:05:21 -0400
PS: I like the new spell checker feature.]]>
The Curse of Being Added to the S&P 500 http://seekingalpha.com/article/160444-the-curse-of-being-added-to-the-s-p-500?source=feed#comment-669072 669072 Wed, 09 Sep 2009 13:31:29 -0400 Factory Orders Rise at Fastest Rate Since April 2008 http://seekingalpha.com/article/159673-factory-orders-rise-at-fastest-rate-since-april-2008?source=feed#comment-660351 660351 Thu, 03 Sep 2009 11:24:24 -0400 Capstead Mortgage: Despite Crisis, Still in Good Shape http://seekingalpha.com/article/157516-capstead-mortgage-despite-crisis-still-in-good-shape?source=feed#comment-640341 640341

On Aug 21 11:21 AM Alan Young wrote:

> I invested in several mortgage REITs last year, and they have been
> great performers, with about 40% total returns on my investment to
> date and ongoing dividends.]]>
Fri, 21 Aug 2009 16:45:14 -0400

On Aug 21 11:21 AM Alan Young wrote:

> I invested in several mortgage REITs last year, and they have been
> great performers, with about 40% total returns on my investment to
> date and ongoing dividends.]]>
Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/148015-wall-street-breakfast-must-know-news?source=feed#comment-582750 582750 Fri, 10 Jul 2009 16:57:09 -0400 Mixed Bag http://seekingalpha.com/article/146733-mixed-bag?source=feed#comment-573367 573367 Fri, 03 Jul 2009 14:34:56 -0400 Would You Buy This Stock? http://seekingalpha.com/article/146228-would-you-buy-this-stock?source=feed#comment-570580 570580 Wed, 01 Jul 2009 17:39:33 -0400 Wheat Crisis: The Next Black Swan? http://seekingalpha.com/article/144160-wheat-crisis-the-next-black-swan?source=feed#comment-554332 554332 It is dormant in the winter and revives in the spring.
On April 2, 2008 the Gates Fdn awarded a $28.6 million grant to Cornell University to combat Wheat Stem Rust. The "Durable Rust Resistance in Wheat" project will bring together 15 institutions from around the world to develop a wheat that is resistant to the stem rust threat.]]>
Fri, 19 Jun 2009 16:26:55 -0400 It is dormant in the winter and revives in the spring.
On April 2, 2008 the Gates Fdn awarded a $28.6 million grant to Cornell University to combat Wheat Stem Rust. The "Durable Rust Resistance in Wheat" project will bring together 15 institutions from around the world to develop a wheat that is resistant to the stem rust threat.]]>
Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/143443-wall-street-breakfast-must-know-news?source=feed#comment-549487 549487 I think our government is just reacting to whatever happens rather than coming up with a well thought-out plan.]]> Tue, 16 Jun 2009 21:22:22 -0400 I think our government is just reacting to whatever happens rather than coming up with a well thought-out plan.]]> Growth Outperforming Value http://seekingalpha.com/article/143336-growth-outperforming-value?source=feed#comment-549336 549336 Tue, 16 Jun 2009 18:17:31 -0400 S&P 500 Valuation with Normalized Earnings http://seekingalpha.com/article/143123-s-p-500-valuation-with-normalized-earnings?source=feed#comment-547690 547690
It appears you are using Operating Earnings, not As-Reported Earnings.]]>
Mon, 15 Jun 2009 17:01:53 -0400
It appears you are using Operating Earnings, not As-Reported Earnings.]]>
Faber Peddling Gloom, Doom, Inflation, and Gold http://seekingalpha.com/article/139957-faber-peddling-gloom-doom-inflation-and-gold?source=feed#comment-521929 521929 Thu, 28 May 2009 16:52:49 -0400 Today's Market vs. 1938 http://seekingalpha.com/article/138298-today-s-market-vs-1938?source=feed#comment-510232 510232 This is not a graph of the Great Depression, it is a graph of the 1937/38 bear market. Bespoke did not screw up.]]> Tue, 19 May 2009 15:58:27 -0400 This is not a graph of the Great Depression, it is a graph of the 1937/38 bear market. Bespoke did not screw up.]]> Follow the Bouncing Stocks http://seekingalpha.com/article/128551-follow-the-bouncing-stocks?source=feed#comment-447208 447208 Tue, 31 Mar 2009 19:24:19 -0400 John Hussman: The Danger of Inaction http://seekingalpha.com/article/128512-john-hussman-the-danger-of-inaction?source=feed#comment-447097 447097 Tue, 31 Mar 2009 17:41:19 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/127532-wall-street-breakfast-must-know-news?source=feed#comment-438668 438668 Tue, 24 Mar 2009 15:53:45 -0400 Stewart vs. Cramer: Long-Term Asset Allocation Incorrectly Maligned http://seekingalpha.com/article/126829-stewart-vs-cramer-long-term-asset-allocation-incorrectly-maligned?source=feed#comment-434180 434180 Fri, 20 Mar 2009 20:49:56 -0400 Russian Currency Watch: Ruble Update http://seekingalpha.com/article/119594-russian-currency-watch-ruble-update?source=feed#comment-382787 382787 The author is saying if the ruble trades at more than 36.2 rubles per $1.00, which means it is falling in valuing, then it could fall off the cliff.

Russia has $110 billion in foreign debt coming due this year. The ruble's falling value will make it harder for Russia to meet those payments. If their debt gets downgraded then the currency will probably fall even further.
]]>
Tue, 10 Feb 2009 15:45:39 -0500 The author is saying if the ruble trades at more than 36.2 rubles per $1.00, which means it is falling in valuing, then it could fall off the cliff.

Russia has $110 billion in foreign debt coming due this year. The ruble's falling value will make it harder for Russia to meet those payments. If their debt gets downgraded then the currency will probably fall even further.
]]>
Positive Guidance at Decade Low http://seekingalpha.com/article/119060-positive-guidance-at-decade-low?source=feed#comment-379423 379423 I think the author is referring to the fact that only 2.3% of companies are raising their earnings guidance. This number can only fall to 0%. The number of companies lowering guidance is another chart.]]> Sat, 07 Feb 2009 15:21:34 -0500 I think the author is referring to the fact that only 2.3% of companies are raising their earnings guidance. This number can only fall to 0%. The number of companies lowering guidance is another chart.]]> We're All Connected http://seekingalpha.com/article/117218-we-re-all-connected?source=feed#comment-370243 370243 Thu, 29 Jan 2009 14:56:00 -0500 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/114706-wall-street-breakfast-must-know-news?source=feed#comment-355756 355756 Wed, 14 Jan 2009 13:53:06 -0500 'Official' 2009 Strategist S&P 500 Price Targets http://seekingalpha.com/article/113479-official-2009-strategist-s-p-500-price-targets?source=feed#comment-348815 348815 Wed, 07 Jan 2009 13:21:10 -0500 Understanding Levered ETFs and Geometric Returns http://seekingalpha.com/article/113020-understanding-levered-etfs-and-geometric-returns?source=feed#comment-346831 346831 On 9/24/08 SSO and SDS went exDividend. SDS distributed 6% of NAV as capital gains, while SSO distributed 0.45% of NAV. This would account for the wide discrepancy in their daily return on that day.
Also, SDS is currently trading at a premium of 7.27% and SSO is trading at a discount of 6.74%. You need to take this into account when comparing their daily returns.
I hope this helps.]]>
Mon, 05 Jan 2009 18:09:10 -0500 On 9/24/08 SSO and SDS went exDividend. SDS distributed 6% of NAV as capital gains, while SSO distributed 0.45% of NAV. This would account for the wide discrepancy in their daily return on that day.
Also, SDS is currently trading at a premium of 7.27% and SSO is trading at a discount of 6.74%. You need to take this into account when comparing their daily returns.
I hope this helps.]]>
Eight Themes for 2008: How Did They Do? http://seekingalpha.com/article/112962-eight-themes-for-2008-how-did-they-do?source=feed#comment-344964 344964 Hats off to you for reviewing your picks, right or wrong. Most of the ideas that you listed were on my list at the beginning of 2008, but I had the luxury of changing my mind. It's hard enough to figure out what assets prices will do in the short-term, but to have to predict what they'll do between January 1 and December 31 is even harder. Congratulations on beating the market.]]> Sat, 03 Jan 2009 15:42:52 -0500 Hats off to you for reviewing your picks, right or wrong. Most of the ideas that you listed were on my list at the beginning of 2008, but I had the luxury of changing my mind. It's hard enough to figure out what assets prices will do in the short-term, but to have to predict what they'll do between January 1 and December 31 is even harder. Congratulations on beating the market.]]> Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/112458-wall-street-breakfast-must-know-news?source=feed#comment-340846 340846 Mon, 29 Dec 2008 16:42:56 -0500 Wall Street Truthiness Watch: CNBC Edition http://seekingalpha.com/article/112161-wall-street-truthiness-watch-cnbc-edition?source=feed#comment-337780 337780 Wed, 24 Dec 2008 16:41:50 -0500 10 ETF Predictions for 2009 http://seekingalpha.com/article/111933-10-etf-predictions-for-2009?source=feed#comment-337039 337039 Tue, 23 Dec 2008 17:16:01 -0500 Options Expiration Week http://seekingalpha.com/article/111203-options-expiration-week?source=feed#comment-333484 333484 Thu, 18 Dec 2008 18:15:28 -0500 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/109647-wall-street-breakfast-must-know-news?source=feed#comment-324110 324110 Mon, 08 Dec 2008 16:06:59 -0500