dtv999

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    • Mon Nov 17th 16:36 PM | Rating: 0 0
      Commented on:
      Short Treasuries? Never A Better Time
      Makes sense but it's also too obvious. Makes me wonder if the rest of the world will keep gobbling up US debt no matter what (given the current circumstances). Nonetheless, I am long TBT too.
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    • Thu Nov 13th 00:37 AM | Rating: 0 0
      Commented on:
      Treasuries and the U.S. Dollar: Twin Bubbles
      People are predicting demise of the US dollar without ever mentioning against which currency. The only currency that has a chance to be stronger ris the Chinese yuan. But even there I see risk. The yen is already trading close to the all-time high and no one ever knows the state of their financial system. The euro is likely to head way down against the dollar too. I can see gold going higher against all currencies but it's not happening yet for some reason. I am buying TBT and DRR.
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    • Tue Nov 11th 16:51 PM | Rating: 0 0
      Commented on:
      Pair Trading the Friendly Skies
      I have a better pair trading strategy: short both! (if you can find any UAUA shares to short)
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    • Sat Nov 8th 02:28 AM | Rating: 0 0
      Commented on:
      The Long Case for Gushan Environmental Energy
      That's some interesting article on that chinese site. I do wonder however, what's the point of putting up a show when it's so easy to see that it's just a show. Also, if you check GU's earnings history on Yahoo, it's not that great. When I was first thinking about buying their stock I convinced myself that if they were badly cooking their books, they would be beating estimates every quarter. So I am down 60% on my small stake in GU, but I will hold it at least until the next quarterly earnings.
      View article »
    • Wed Oct 29th 10:59 AM | Rating: 0 0
      Commented on:
      Death of the Dollar Still Inevitable: The Dead Cat Bounce Explained
      What's the point of saying the USD is weak if no other alternative is suggested. What's going to be the strong currency? The Yen? I doubt. The Euro? Unlikely. Ultimately gold should prevail but until then it's the dollar.
      View article »
    • Wed Oct 22nd 15:06 PM | Rating: 0 0
      Commented on:
      Airline CEOs: Time to Hedge Your Fuel Costs
      Looks like everyone thinks oil is going higher. Eventually, yes. Next year - not so sure. Perhaps, we'll see $30-40 oil again.
      Long HA (short term)
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    • Wed Oct 22nd 12:16 PM | Rating: 0 0
      Commented on:
      Another Strategy Bites the Dust
      That was pretty funny.
      Long DGP.
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    • Sat Oct 11th 00:49 AM | Rating: 0 0
      Commented on:
      iShares ETF Tracking Error: Risks and Explanations
      The discount could be due to the early closing of ETFs. If the market rallies in the last 15(?) minutes, there will be a discount. Powershares says that somewhere on the site.
      View article »
    • Thu Oct 9th 17:37 PM | Rating: 0 0
      Commented on:
      Looking into GM's History
      To the author: you forgot the dividend!?
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    • Mon Sep 22nd 19:51 PM | Rating: 0 0
      Commented on:
      Buy the Rumors, Sell the Facts
      I hate it when people confuse Chase Electric (CCF) with JPMorgan Chase (JPM). More than once I've seen CCF drop on housing news or whatever. Maybe it's time to start trading CCF on the JPM news.
      View article »
    • Fri Sep 5th 00:26 AM | Rating: 0 0
      Commented on:
      Why Airline Stocks Are So Often Bad Investments
      I am surprised no one mentioned the difference between LUV (and a couple of other successful lower-cost carriers) and the legacy airlines. Part of the problem is that at the legacy airlines both the management and the unionized employees treat their company as a cash cow rarely thinking about the future.

      One example,:UAUA will likely file for bankruptcy again in the next couple of years. They've been there twice already after 9/11 and with the current management they are likely to go that route again. Unfortunately, airlines in bankruptcies seem to keep flying as if nothing happened (who gave Frontier their money and why?) which puts more pressure on the surviving carriers. Even LUV might feel more pressure soon. They are famous for never laying off a single employee which could be a problem if travel demand falls off a cliff.

      Of course, if oil drops below say, $70 airline stocks might be the trade of the year but I wouldn't bet on that.
      View article »
    • Sat Jun 21st 00:35 AM | Rating: 0 0
      Commented on:
      When Crude Drops, AMR Will Fly
      Hah! I bet all those rallies are due to short covering. Been there myself.
      AMR is in a more difficult position than the others because they didn't go Ch11 after 9/11 and are still carrying the old debt. On top of that, they wont' be able to get any more concessions from the unions this time. So unless the author is talking about a short term trade, I wouldn't bet my
      money on AMR.

      The entire airline industry is a big mess perhaps with the exception of LUV. Interestingly, if oil drops too much LUV will be the one in trouble because of too much hedging and higher labor costs .
      View article »
    • Fri Mar 7th 02:38 AM | Rating: 0 0
      Commented on:
      ArthroCare's Accounting Truths May Be Hard to Swallow
      Hah!
      www.rdocs.com/wb_compa...
      William Blair & Company, L.L.C. has received compensation for investment banking services from the company within the past 12 months, or expects to receive or intends to seek compensation for investment banking services in the next 3 months from the company.

      Also, a Sr VP just unloaded $250K worth of shares a couple days ago.
      View article »
    • Mon Jan 7th 01:20 AM | Rating: 0 0
      Commented on:
      Sherwin Williams: Another Solid Year, Laughingly Undervalued
      What about the potential lead paint liability? No one knows who big that might be.
      View article »
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