tkenyon's Comments tkenyon's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/125843/comments Wall Street: Dumb as It Ever Was http://seekingalpha.com/article/171820-wall-street-dumb-as-it-ever-was?source=feed#comment-757450 757450

On Nov 06 03:40 PM cayman wrote:

> what songs were in on that reggae session ?]]>
Thu, 12 Nov 2009 13:23:48 -0500

On Nov 06 03:40 PM cayman wrote:

> what songs were in on that reggae session ?]]>
Why You Don't Need an Informational Advantage, Just an Emotional One http://seekingalpha.com/article/145635-why-you-don-t-need-an-informational-advantage-just-an-emotional-one?source=feed#comment-568046 568046 Tue, 30 Jun 2009 07:02:23 -0400 Why Is the Government So Hysterical? http://seekingalpha.com/article/119964-why-is-the-government-so-hysterical?source=feed#comment-386052 386052
“A liberal is arrogant enough to think he can do you a half-***ed favor. He is superior enough to think he can give you something that you don’t deserve. A liberal will cut off your leg so he can hand you a crutch.”
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Thu, 12 Feb 2009 14:39:32 -0500
“A liberal is arrogant enough to think he can do you a half-***ed favor. He is superior enough to think he can give you something that you don’t deserve. A liberal will cut off your leg so he can hand you a crutch.”
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GM Calls the Top for Oil http://seekingalpha.com/article/79918-gm-calls-the-top-for-oil?source=feed#comment-179287 179287 Wed, 04 Jun 2008 15:28:11 -0400 Setting the Record Straight on Buffett and Derivatives http://seekingalpha.com/article/78396-setting-the-record-straight-on-buffett-and-derivatives?source=feed#comment-172005 172005 Thu, 22 May 2008 14:50:20 -0400 Investing's Holy Grail: More Return, Less Risk http://seekingalpha.com/article/73848-investing-s-holy-grail-more-return-less-risk?source=feed#comment-156498 156498 Fri, 25 Apr 2008 10:23:57 -0400 Buffett: The Impossible Expectations of Stock Performance http://seekingalpha.com/article/66853-buffett-the-impossible-expectations-of-stock-performance?source=feed#comment-121880 121880
Regarding the puts, he wrote them because he get $4.5B NOW to play with for 15-20 years. I am sure he believes there is almost NO CHANCE of the indexes being lower in 15-20 years, hence he gets $4.5B almost like he found it on the sidewalk. When you consider the return he should be able to generate on those funds over 15-20 years, the chance of any NET loss is nil. If he can earn 6% on that 4.5B, he'll have 12.5B in 17.5 years. Vintage Buffett. He could care less about the non-cash effect on accounting earnings. I wonder who is on the other side of the trade - can you say sucker...]]>
Tue, 04 Mar 2008 09:12:09 -0500
Regarding the puts, he wrote them because he get $4.5B NOW to play with for 15-20 years. I am sure he believes there is almost NO CHANCE of the indexes being lower in 15-20 years, hence he gets $4.5B almost like he found it on the sidewalk. When you consider the return he should be able to generate on those funds over 15-20 years, the chance of any NET loss is nil. If he can earn 6% on that 4.5B, he'll have 12.5B in 17.5 years. Vintage Buffett. He could care less about the non-cash effect on accounting earnings. I wonder who is on the other side of the trade - can you say sucker...]]>
Some Subprime Mortgage Loans Are Actually Current http://seekingalpha.com/article/64859-some-subprime-mortgage-loans-are-actually-current?source=feed#comment-116707 116707 Sun, 17 Feb 2008 08:19:07 -0500 UBS Sees Trouble Ahead for Cable Stocks http://seekingalpha.com/article/63924-ubs-sees-trouble-ahead-for-cable-stocks?source=feed#comment-115757 115757 Mon, 11 Feb 2008 18:18:18 -0500 Rick Santelli Takes Down Jim Cramer http://seekingalpha.com/article/61662-rick-santelli-takes-down-jim-cramer?source=feed#comment-113114 113114
I think there are a few folks out there who can make money, at least for a while, via momentum investing. One thing is for sure though: it requires lightning fast trading to get in and out of positions at the right time. By the time Cramer to comes on at 6pm, the momentum ship may well have sailed. Does anyone think Cramer took his eyes off his screens for even a minute in his fund days? Yet he is asking mom and pop investor to do just that (if only for 24 hours).

I know I'm not "smart" enough to know when to jump in and out of overpriced stocks. If you are, you should be running a big hedge fund and not reading this. If you're not, don't listen to Cramer. Invest in good companies at cheap prices for the long term. ]]>
Sun, 27 Jan 2008 19:57:21 -0500
I think there are a few folks out there who can make money, at least for a while, via momentum investing. One thing is for sure though: it requires lightning fast trading to get in and out of positions at the right time. By the time Cramer to comes on at 6pm, the momentum ship may well have sailed. Does anyone think Cramer took his eyes off his screens for even a minute in his fund days? Yet he is asking mom and pop investor to do just that (if only for 24 hours).

I know I'm not "smart" enough to know when to jump in and out of overpriced stocks. If you are, you should be running a big hedge fund and not reading this. If you're not, don't listen to Cramer. Invest in good companies at cheap prices for the long term. ]]>
Rick Santelli Takes Down Jim Cramer http://seekingalpha.com/article/61662-rick-santelli-takes-down-jim-cramer?source=feed#comment-112923 112923 www.vestopia.com/Blogs... for links). His stock picking is questionable at best, and I fear he will lead many a small investor to ruin. Yet the guy holds himself out like he is the second coming. Here's some more wisdom: "The spouting whale gets harpooned".]]> Sat, 26 Jan 2008 06:50:36 -0500 www.vestopia.com/Blogs... for links). His stock picking is questionable at best, and I fear he will lead many a small investor to ruin. Yet the guy holds himself out like he is the second coming. Here's some more wisdom: "The spouting whale gets harpooned".]]> The Fear Is Palpable. Time To Buy. http://seekingalpha.com/article/60725-the-fear-is-palpable-time-to-buy?source=feed#comment-111486 111486 Sat, 19 Jan 2008 07:12:05 -0500 There’s Only One Right Way to Build a Portfolio http://seekingalpha.com/article/60246-theres-only-one-right-way-to-build-a-portfolio?source=feed#comment-110817 110817 Wed, 16 Jan 2008 13:11:41 -0500 Berkshire's Intrinsic Value: Raw and Uncensored! http://seekingalpha.com/article/57606-berkshire-s-intrinsic-value-raw-and-uncensored?source=feed#comment-110343 110343 Mon, 14 Jan 2008 17:05:26 -0500 A Rare Opportunity To Buy AmEx On The Cheap http://seekingalpha.com/article/59989-a-rare-opportunity-to-buy-amex-on-the-cheap?source=feed#comment-110136 110136 Mon, 14 Jan 2008 07:30:08 -0500 Berkshire's Intrinsic Value: Raw and Uncensored! http://seekingalpha.com/article/57606-berkshire-s-intrinsic-value-raw-and-uncensored?source=feed#comment-107273 107273 Fri, 28 Dec 2007 18:39:49 -0500 The Maelstrom Continues. Ignore it. http://seekingalpha.com/article/57489-the-maelstrom-continues-ignore-it?source=feed#comment-106285 106285 Thu, 20 Dec 2007 15:36:35 -0500 Berkshire's Intrinsic Value: Raw and Uncensored! http://seekingalpha.com/article/57606-berkshire-s-intrinsic-value-raw-and-uncensored?source=feed#comment-105986 105986 Tue, 18 Dec 2007 21:01:27 -0500 Growth is Cool, Value is for Nerds http://seekingalpha.com/article/56422-growth-is-cool-value-is-for-nerds?source=feed#comment-104286 104286 Thu, 06 Dec 2007 07:33:21 -0500