Ron Reed's Comments Ron Reed's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1321941/comments Obama "essentially fired Ben Bernanke on the spot," says ex-Fed Governor Larry Meyer, commenting on the President's remarks during an interview yesterday (he's stayed a lot longer than he was supposed to). Meyer also notes the "tepid" testimonial from the President following that line. "It's time to really now focus on who the next chairman might be." http://seekingalpha.com/currents/post/1092912?source=feed#comment-20136152 20136152
Based on everything he has done, I really don't think we want to see that happen.]]> Wed, 19 Jun 2013 08:30:15 -0400
Based on everything he has done, I really don't think we want to see that happen.]]> American Capital Agency Among The Worst mREITs http://seekingalpha.com/article/1492942/comments?source=feed#comment-19886322 19886322 Wed, 12 Jun 2013 10:54:57 -0400 American Capital Agency Among The Worst mREITs http://seekingalpha.com/article/1492942/comments?source=feed#comment-19848112 19848112 Tue, 11 Jun 2013 12:43:17 -0400 American Capital Agency Among The Worst mREITs http://seekingalpha.com/article/1492942/comments?source=feed#comment-19845712 19845712 Tue, 11 Jun 2013 11:55:59 -0400 American Capital Agency Among The Worst mREITs http://seekingalpha.com/article/1492942/comments?source=feed#comment-19842912 19842912 Tue, 11 Jun 2013 11:10:47 -0400 American Capital Agency Among The Worst mREITs http://seekingalpha.com/article/1492942/comments?source=feed#comment-19832262 19832262 Tue, 11 Jun 2013 07:43:51 -0400 After trading lower this morning, Pandora (P +5.7%) has shot higher on a day that has seen the release of the company's May audience metrics, and an AllThingsD report about an iRadio licensing deal with Sony Music (the last major label to be signed). Pandora's May figures suggest its mobile listening cap continues to change user habits. Listener hours rose 22% Y/Y to 1.35B, but that growth rate is down slightly from April's 24%, and considerably from March's 40%. Also, Pandora's U.S. radio listening shared fell to 7.29% from 7.33% in April and 8.05% in March (it was 5.8% a year ago). Active listeners +1% M/M and +33% Y/Y to 70.8M. http://seekingalpha.com/currents/post/1072312?source=feed#comment-19723822 19723822 Fri, 07 Jun 2013 14:18:36 -0400 Federal prosecutors have indicted the operators of a Costa Rica-based digital currency exchange called Liberty Reserve (LR) for facilitating the laundering of over $6B in illicit cash. LR users were able to transfer money using Western Union (WU), MoneyGram (MGI), Visa (V), MasterCard (MA), American Express (AXP), and CitiBank (C). Given the crackdown on compliance policies at banks such as HSBC, questions now might be asked whether those companies have any culpability. http://seekingalpha.com/currents/post/1050601?source=feed#comment-19364341 19364341
Don't even get me started there :)]]> Wed, 29 May 2013 09:34:31 -0400
Don't even get me started there :)]]> Federal prosecutors have indicted the operators of a Costa Rica-based digital currency exchange called Liberty Reserve (LR) for facilitating the laundering of over $6B in illicit cash. LR users were able to transfer money using Western Union (WU), MoneyGram (MGI), Visa (V), MasterCard (MA), American Express (AXP), and CitiBank (C). Given the crackdown on compliance policies at banks such as HSBC, questions now might be asked whether those companies have any culpability. http://seekingalpha.com/currents/post/1050601?source=feed#comment-19360431 19360431 Wed, 29 May 2013 07:42:04 -0400 A downgrade to Hold from Maxim's John Tinker leads Pandora (P -0.2%) to open lower, but shares have quickly bounced. Tinker cites valuation, noting Pandora trades near the $17 PT Maxim set back in Aug. '11. He's otherwise positive, noting improved mobile monetization and the fact Pandora support is now built into 95 car models. Piper raised its estimates yesterday. http://seekingalpha.com/currents/post/1032341?source=feed#comment-18941981 18941981 P) Friday morning. Sanderson gave the company a Sell rating and set a price target of $10."

Gee, who wants a good short?]]> Fri, 17 May 2013 10:17:10 -0400 P) Friday morning. Sanderson gave the company a Sell rating and set a price target of $10."

Gee, who wants a good short?]]> Do Not Panic Out Of American Capital Agency http://seekingalpha.com/article/1405141/comments?source=feed#comment-18772461 18772461 Mon, 13 May 2013 14:10:46 -0400 Do Not Panic Out Of American Capital Agency http://seekingalpha.com/article/1405141/comments?source=feed#comment-18766181 18766181 Mon, 13 May 2013 12:02:33 -0400 The New York City Employees' Retirement System becomes the third pension fund to sell its stake in gun makers Sturm Ruger (RGR -0.8%) and Smith & Wessen (SWHC -0.3%) following the nightmarish school shooting in Connecticut. CalSTRS and New York's Teacher's Retirement System sold their shares in January and February respectively. Comptroller John Liu says the company's products "tear apart families and shatter communities." ( Reuters ) http://seekingalpha.com/currents/post/1009951?source=feed#comment-18594931 18594931 Wed, 08 May 2013 16:29:12 -0400 The New York City Employees' Retirement System becomes the third pension fund to sell its stake in gun makers Sturm Ruger (RGR -0.8%) and Smith & Wessen (SWHC -0.3%) following the nightmarish school shooting in Connecticut. CalSTRS and New York's Teacher's Retirement System sold their shares in January and February respectively. Comptroller John Liu says the company's products "tear apart families and shatter communities." ( Reuters ) http://seekingalpha.com/currents/post/1009951?source=feed#comment-18589021 18589021 Wed, 08 May 2013 14:30:00 -0400 Pandora (P -4.6%) slides after releasing April audience metrics that suggest its 40-hour mobile monthly listening cap is taking a toll. Listener hour growth of 24% Y/Y (to 1.31B) represents a sharp slowdown from March's 40%, and Pandora's share of U.S. radio listening fell to 7.33% from March's 8.05% (it's up from the year-ago period's 5.95%). Active listeners totaled 70.1M, up 35% Y/Y but only 1% M/M - that last figure suggests slowing U.S. smartphone market growth and/or competition from the likes of Spotify, TuneIn, and Songza might also be having an effect. FQ1 results arrive on May 23; shares are still up 53% YTD following a well-received FQ4 report. http://seekingalpha.com/currents/post/1005391?source=feed#comment-18548521 18548521 Tue, 07 May 2013 15:08:48 -0400 Pandora Radio: Stuck In The Mud Until 2015's Catalyst http://seekingalpha.com/article/1277281/comments?source=feed#comment-18545321 18545321 Tue, 07 May 2013 14:05:31 -0400 Banks eased lending standards in April and also experienced stronger demand across several loan categories, according to the Fed's Senior Loan Officer Survey. The biggest improvement is in business loans, with the household side more mixed - just prime loans seeing easier standards and greater demand. http://seekingalpha.com/currents/post/1001411?source=feed#comment-18506841 18506841 Mon, 06 May 2013 16:31:39 -0400 Do Not Panic Out Of American Capital Agency http://seekingalpha.com/article/1405141/comments?source=feed#comment-18492531 18492531 Mon, 06 May 2013 10:45:30 -0400 Pandora: Poised For Profit? http://seekingalpha.com/article/1400531/comments?source=feed#comment-18417201 18417201 Fri, 03 May 2013 15:23:07 -0400 American Capital Agency (AGNC): Q1 "comprehensive" EPS of -$1.57 may not be comparable to profit estimate of $1.08. Shares -1.8% AH. (PR) http://seekingalpha.com/currents/post/994141?source=feed#comment-18374181 18374181 Thu, 02 May 2013 16:39:39 -0400 Apple (AAPL -1.4%) could strike iRadio deals with Warner Music and Universal within the next week, CNET's Paul Sloan reports. He adds Apple's service will provide studios with fresh monetization options, such as a cut of audio ad revenue and an option for users to buy songs they're listening to. In-line with earlier reports, Apple is said to be baking in unique features, such as "the ability to jump back to the beginning of a song." Last week, The Verge reported Apple is shooting for a summer launch, while noting the music industry has a "love-hate relationship" with Pandora (P -3.6%). http://seekingalpha.com/currents/post/928121?source=feed#comment-17284471 17284471 Fri, 05 Apr 2013 17:13:03 -0400 Pandora Radio: Stuck In The Mud Until 2015's Catalyst http://seekingalpha.com/article/1277281/comments?source=feed#comment-16339891 16339891 Fri, 15 Mar 2013 14:53:08 -0400 Bernanke Semiannual Monetary Policy Report: The benefits of easing continue to outweigh the costs and risks, says Bernanke in his prepared testimony. Maybe putting to rest the kerfuffle from last week's FOMC minutes, he says QE will continue until there are substantial labor market gains. Watch live here. http://seekingalpha.com/currents/post/851921?source=feed#comment-15528481 15528481 Tue, 26 Feb 2013 11:59:02 -0500 Bernanke Semiannual Monetary Policy Report: The benefits of easing continue to outweigh the costs and risks, says Bernanke in his prepared testimony. Maybe putting to rest the kerfuffle from last week's FOMC minutes, he says QE will continue until there are substantial labor market gains. Watch live here. http://seekingalpha.com/currents/post/851921?source=feed#comment-15525841 15525841
QE is just another bubble that continues to grow until it pops. Why is it okay to pump free money into the system but seen as not good (in hindsight) to pump free home loans? Just another disaster waiting to happen, hold on for the ride it is coming...]]> Tue, 26 Feb 2013 11:08:24 -0500
QE is just another bubble that continues to grow until it pops. Why is it okay to pump free money into the system but seen as not good (in hindsight) to pump free home loans? Just another disaster waiting to happen, hold on for the ride it is coming...]]> 2 Highflying Tech Stocks Take Hits After-Hours http://seekingalpha.com/article/1177471/comments?source=feed#comment-15154621 15154621 Mon, 18 Feb 2013 10:44:01 -0500 2 Highflying Tech Stocks Take Hits After-Hours http://seekingalpha.com/article/1177471/comments?source=feed#comment-14956181 14956181 Wed, 13 Feb 2013 17:59:14 -0500 2 Highflying Tech Stocks Take Hits After-Hours http://seekingalpha.com/article/1177471/comments?source=feed#comment-14925761 14925761 Wed, 13 Feb 2013 08:18:39 -0500 Groupon (GRPN) +7% premarket after an upgrade to Buy at Sterne Agee. "We have greater conviction in the company's ability to evolve beyond its current business," says Sterne's Arvind Bhatia. http://seekingalpha.com/currents/post/823701?source=feed#comment-14925671 14925671 Wed, 13 Feb 2013 08:17:08 -0500 Rackspace (RAX): Q4 EPS of $0.21 misses by $0.01. Revenue of $353M (+25% Y/Y) misses by $2.42M. Shares -8.3% AH. (PR) http://seekingalpha.com/currents/post/821821?source=feed#comment-14902331 14902331 Tue, 12 Feb 2013 16:10:24 -0500 Skullcandy (SKUL) -7% AH after announcing: 1) CEO Jeremy Andus is resigning to join a private investment firm; he'll remain a consultant for the next 12 months. Founder/ex-CEO Rick Alden will serve as interim CEO for now. 2) The company expects 2012 EPS to be at the low end of its $1-$1.04 guidance range (consensus is at $1.02). Skullcandy's Q4 report won't be issued until March 7. (PR) http://seekingalpha.com/currents/post/813891?source=feed#comment-14715541 14715541 Thu, 07 Feb 2013 16:58:41 -0500