granger

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231 Comments

    • Wed Mar 26th 05:37 AM | Rating: 0 0
      Commented on:
      A Model Valuation of GGP
      Amazing analysis. Thank you. I have long steered clear of GGP. Not exact matches, but I have leaned towards MPW, FSP and DDR, with a sprinkiling of IGR instead for my real estate exposure.
      View article »
    • Wed Mar 26th 04:28 AM | Rating: 0 0
      Commented on:
      Excerpts from Warren Buffett's Shareholder Letters, Part 1
      Great stuff, keep it coming. I have the reports, but can never get enough. Nice choices, I enjoed it and learned some new things.
      View article »
    • Wed Mar 26th 04:18 AM | Rating: 0 0
      Commented on:
      Morgan Stanley: Chile Remains the Real Thing
      Good info. CH has been a staple in my international portfolio for several years.
      View article »
    • Wed Mar 26th 04:10 AM | Rating: 0 0
      Commented on:
      Dividend Analysis: Wal-Mart
      Great as always. Keep it coming. Your dividend and long term analysis articles are one of my favorites on Seeking Alpha. Thank you!
      View article »
    • Fri Mar 21st 07:57 AM | Rating: 0 0
      Commented on:
      Chinese, Indian Currency ETNs Launch
      Has Wisdom tree received approval for its foreign country money market funds yet?
      View article »
    • Sun Mar 16th 10:26 AM | Rating: 0 0
      Commented on:
      Globally-Focused Companies Should Benefit from Economic Decoupling
      thoughts on CNI?
      View article »
    • Sat Mar 15th 06:17 AM | Rating: 0 0
      Commented on:
      A Look at the Cycle of Market Emotions
      Good stuff, thanks for the graphic. Its hanging on my wall now.
      View article »
    • Thu Mar 13th 08:59 AM | Rating: 0 0
      Commented on:
      Investigating the VIX-S&P 500 Correlation
      Good stuff, thank you. Actually great.
      View article »
    • Tue Mar 11th 18:18 PM | Rating: 0 0
      Commented on:
      Six Flags: More Excuses, Potholes Ahead
      I disagree as to the long term outlook. I believe SIX will go much higher, as more revenue streams come on line. The company will become more of a media and advertising play. Just my opinion.

      Yet, i cannot help agree with your diagnosis for the debt picture. It is sure to be a tightope act. Not for the faint of hurt.

      Disclosure, I am long and have been accumulating heavily under #2. But, I am a long term holder, planning to hold for 7/10 years.
      View article »
    • Tue Mar 11th 17:59 PM | Rating: 0 0
      Commented on:
      A Quant Approach to TAA: Winning by Not Losing
      Great info as always. Thank you. I will be downloading the paper. Thanks again.
      (I will probably have to read it a few times, but I kno willbe worth it)
      View article »
    • Sat Mar 8th 08:46 AM | Rating: 0 0
      Commented on:
      Asset Allocation: Investing by the Numbers
      Good stuff. Thank you!
      View article »
    • Fri Mar 7th 12:49 PM | Rating: 0 0
      Commented on:
      Advisors Discuss Safe Investment Strategies
      Great article. i enjoyed it. I have used several of the instruments disucussed. My biggest move was to put all of my 5% commodity exposure over to the RJI. Previoulsy, i had used 3 different funds. I believe RJI is better.
      View article »
    • Fri Mar 7th 08:37 AM | Rating: 0 0
      Commented on:
      Four Ways to Track Themes in the Stock Market
      thank you, great info
      View article »
    • Thu Mar 6th 08:40 AM | Rating: 0 0
      Commented on:
      A Look at P/E Ratios by S&P 500 Sectors
      what are your thoughts on the convergence? and for it?

      Thanks for the chart, good stuff as always
      View article »
    • Thu Mar 6th 06:19 AM | Rating: 0 0
      Commented on:
      Good News from Danaher
      This has been a long term holding of mine. I have been adding to my position over recent weeks. Just my opinion, but I like these levels for long term entry.
      View article »
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