igggy's Comments igggy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/136809/comments Investment Technology Group: POSIT-tively Cheap http://seekingalpha.com/article/173446-investment-technology-group-posit-tively-cheap?source=feed#comment-791274 791274
At least there is some buying at NITE, also your recommendation.]]>
Sat, 05 Dec 2009 03:37:21 -0500
At least there is some buying at NITE, also your recommendation.]]>
Why Bank of America Paid Back the Money http://seekingalpha.com/article/176616-why-bank-of-america-paid-back-the-money?source=feed#comment-791263 791263

On Dec 04 01:09 PM joker wrote:

> You have to know that this TARP money is not in common, but in preferred
> - which carry interest rates around 10%. Anybody will know that by
> taking deposit at 0.5% and paying 10% is definitely a losing proposition.
> So if possible, BAC of course wants to get out this position.
>
> And there is stigima issue - nobody want to be on a 'wellfare' state.
>
>
> So isn't paying back TARP obvious?]]>
Sat, 05 Dec 2009 02:17:09 -0500

On Dec 04 01:09 PM joker wrote:

> You have to know that this TARP money is not in common, but in preferred
> - which carry interest rates around 10%. Anybody will know that by
> taking deposit at 0.5% and paying 10% is definitely a losing proposition.
> So if possible, BAC of course wants to get out this position.
>
> And there is stigima issue - nobody want to be on a 'wellfare' state.
>
>
> So isn't paying back TARP obvious?]]>
Debt to Income Ratios and the U.S. Savings Rate http://seekingalpha.com/article/176462-debt-to-income-ratios-and-the-u-s-savings-rate?source=feed#comment-789113 789113 There needs to be a chart showing how the incomes have changed. The bottom decile's income has actually gone down in real terms over the last 40 years. The top has had a nice increase in their incomes (I can't recall the exact rate). I see more prisons in our future.]]> Thu, 03 Dec 2009 17:45:01 -0500 There needs to be a chart showing how the incomes have changed. The bottom decile's income has actually gone down in real terms over the last 40 years. The top has had a nice increase in their incomes (I can't recall the exact rate). I see more prisons in our future.]]> Japan Pledges New Round of Quantitative Easing: Speculators Worldwide Rejoice http://seekingalpha.com/article/175929-japan-pledges-new-round-of-quantitative-easing-speculators-worldwide-rejoice?source=feed#comment-785020 785020 Tue, 01 Dec 2009 16:57:10 -0500 Yacktman Fund: Patience and Contrarian Style Pay Off http://seekingalpha.com/article/175650-yacktman-fund-patience-and-contrarian-style-pay-off?source=feed#comment-782914 782914
Not sure if that's viable. I imagine they get stopped out 90% of the time. ]]>
Mon, 30 Nov 2009 13:36:22 -0500
Not sure if that's viable. I imagine they get stopped out 90% of the time. ]]>
St. Jude Medical: Filling-the-Gap on Short Squeeze http://seekingalpha.com/article/175192-st-jude-medical-filling-the-gap-on-short-squeeze?source=feed#comment-777402 777402 PS I bought on the author's initinal recommendation but ready to sell at 38.]]> Wed, 25 Nov 2009 13:25:41 -0500 PS I bought on the author's initinal recommendation but ready to sell at 38.]]> What Natural Gas Prices Say about the Domestic Economy http://seekingalpha.com/article/174792-what-natural-gas-prices-say-about-the-domestic-economy?source=feed#comment-773599 773599 Mon, 23 Nov 2009 12:48:48 -0500 The Twenty Year Stock Bubble Is Still Inflated http://seekingalpha.com/article/174492-the-twenty-year-stock-bubble-is-still-inflated?source=feed#comment-770491 770491
Basically, a historical price-to-sales graph for the S&P 500 would be much more interesting.]]>
Sat, 21 Nov 2009 11:07:22 -0500
Basically, a historical price-to-sales graph for the S&P 500 would be much more interesting.]]>
Trouble with the Russells http://seekingalpha.com/article/174550-trouble-with-the-russells?source=feed#comment-769368 769368 finance.yahoo.com/q/bc...=^GSPC
or I should say the latter is suddenly behind the former.]]>
Fri, 20 Nov 2009 13:41:54 -0500 finance.yahoo.com/q/bc...=^GSPC
or I should say the latter is suddenly behind the former.]]>
2009's Magic Formula Buyouts and Bankruptcies http://seekingalpha.com/article/173377-2009-s-magic-formula-buyouts-and-bankruptcies?source=feed#comment-766003 766003 Wed, 18 Nov 2009 15:59:35 -0500 Marc Farber: Gold Will Never Fall Below $1,000 Again http://seekingalpha.com/article/174028-marc-farber-gold-will-never-fall-below-1-000-again?source=feed#comment-765661 765661 Wed, 18 Nov 2009 13:00:31 -0500 Seaboard: Watching the Stocks that Nobody Watches http://seekingalpha.com/article/173865-seaboard-watching-the-stocks-that-nobody-watches?source=feed#comment-764420 764420
Well, if you bought the stock at $5-1/8 you wouldn't be asking this question.

A $2B company is not likely to grow another 30,000% - that's the sad part.]]>
Tue, 17 Nov 2009 18:32:43 -0500
Well, if you bought the stock at $5-1/8 you wouldn't be asking this question.

A $2B company is not likely to grow another 30,000% - that's the sad part.]]>
Investment Technology Group – POSIT-tively Cheap http://seekingalpha.com/instablog/166130-paul-price/35580-investment-technology-group-posit-tively-cheap?source=feed#comment-759810 759810
Did you close your previous ITG positions at the recent high?
Just curious if you hold until expiration or manage your positions actively.]]>
Sat, 14 Nov 2009 02:29:42 -0500
Did you close your previous ITG positions at the recent high?
Just curious if you hold until expiration or manage your positions actively.]]>
Why I'm Long Helios Total Return Fund http://seekingalpha.com/article/172890-why-i-m-long-helios-total-return-fund?source=feed#comment-756598 756598
Why would they be undervalued if the Fed has bought $1T of those?]]>
Thu, 12 Nov 2009 02:21:57 -0500
Why would they be undervalued if the Fed has bought $1T of those?]]>
Are ETFs Causing an Emerging Markets Bubble? http://seekingalpha.com/article/172879-are-etfs-causing-an-emerging-markets-bubble?source=feed#comment-756490 756490 Thu, 12 Nov 2009 00:37:55 -0500 Wells Fargo's Mortgage Conversion Scheme: Delaying the Inevitable http://seekingalpha.com/article/171880-wells-fargo-s-mortgage-conversion-scheme-delaying-the-inevitable?source=feed#comment-748645 748645 www.youtube.com/watch?...]]> Fri, 06 Nov 2009 15:25:42 -0500 www.youtube.com/watch?...]]> Q4 Growth Likely to Be Stronger than Q3 http://seekingalpha.com/article/170126-q4-growth-likely-to-be-stronger-than-q3?source=feed#comment-736992 736992 Also, if AMZN increases its earnings at the cost of its rivals, that's not going to improve overall earnings at all.]]> Fri, 30 Oct 2009 10:42:26 -0400 Also, if AMZN increases its earnings at the cost of its rivals, that's not going to improve overall earnings at all.]]> Getting Growth Back on Track Could Be Very Rewarding http://seekingalpha.com/article/169922-getting-growth-back-on-track-could-be-very-rewarding?source=feed#comment-736239 736239 How about adding Japan to the graph? As I understand their real growth has been around 0% for the last 20 years. That seems like a more likely scenario for the US as well. Slightly better perhaps (1%?) since the US demographics is not as bad.]]> Thu, 29 Oct 2009 19:07:06 -0400 How about adding Japan to the graph? As I understand their real growth has been around 0% for the last 20 years. That seems like a more likely scenario for the US as well. Slightly better perhaps (1%?) since the US demographics is not as bad.]]> The Housing Shell Game Moves to Autos http://seekingalpha.com/article/169635-the-housing-shell-game-moves-to-autos?source=feed#comment-734691 734691 At least in this case the benefits are visible. Someone is going to buy a car, or a house, or whatever. Somebody else might keep keep their job.

When AIG got 100+ billion, nobody knows where the money went - at least the number of people who benefited was much smaller, those people already had plenty of money, and they live (or could live if they wanted to) in Switzerland.]]>
Wed, 28 Oct 2009 18:48:09 -0400 At least in this case the benefits are visible. Someone is going to buy a car, or a house, or whatever. Somebody else might keep keep their job.

When AIG got 100+ billion, nobody knows where the money went - at least the number of people who benefited was much smaller, those people already had plenty of money, and they live (or could live if they wanted to) in Switzerland.]]>
How to Value Amazon? http://seekingalpha.com/article/168793-how-to-value-amazon?source=feed#comment-730881 730881 I imagine it's nice for Amazon's customers to have a single place to track their purchases (books, CDs, etc). That adds to Amazon's moat too.
Having said that, Amazon has too big a market cap to deserve such a high PE multiple.]]>
Mon, 26 Oct 2009 13:12:46 -0400 I imagine it's nice for Amazon's customers to have a single place to track their purchases (books, CDs, etc). That adds to Amazon's moat too.
Having said that, Amazon has too big a market cap to deserve such a high PE multiple.]]>
TriQuint Semiconductor Savaged After Hours: Another Reason Not to Game Earnings http://seekingalpha.com/article/167998-triquint-semiconductor-savaged-after-hours-another-reason-not-to-game-earnings?source=feed#comment-724477 724477 Wed, 21 Oct 2009 20:20:54 -0400 David Einhorn's Speech at the Value Investing Congress http://seekingalpha.com/article/167532-david-einhorn-s-speech-at-the-value-investing-congress?source=feed#comment-722321 722321 Tue, 20 Oct 2009 13:22:41 -0400 All of Tim Geithner's (Wall Street) Men http://seekingalpha.com/article/166816-all-of-tim-geithner-s-wall-street-men?source=feed#comment-716772 716772 news.yahoo.com/s/ap/20...]]> Thu, 15 Oct 2009 16:58:30 -0400 news.yahoo.com/s/ap/20...]]> Soros' Latest Energy and Healthcare Plays http://seekingalpha.com/article/165197-soros-latest-energy-and-healthcare-plays?source=feed#comment-714261 714261 Tue, 13 Oct 2009 17:32:46 -0400 Airlines Hit Hard by Bevy of Factors http://seekingalpha.com/article/165230-airlines-hit-hard-by-bevy-of-factors?source=feed#comment-707622 707622 To the author: who said 'investors' own airline stocks? Maybe as a bet against oil. I'd rather own refiners for that.]]> Wed, 07 Oct 2009 17:19:55 -0400 To the author: who said 'investors' own airline stocks? Maybe as a bet against oil. I'd rather own refiners for that.]]> Robert Prechter of Elliot Wave Sticking by His Bearish Bets http://seekingalpha.com/article/164895-robert-prechter-of-elliot-wave-sticking-by-his-bearish-bets?source=feed#comment-704100 704100 Mon, 05 Oct 2009 16:06:54 -0400 Goldman Sachs: Overview on the Markets http://seekingalpha.com/article/164398-goldman-sachs-overview-on-the-markets?source=feed#comment-699240 699240 Thu, 01 Oct 2009 20:00:30 -0400 Myriad Genetics: Horrendous Chart but Still Interesting http://seekingalpha.com/article/163556-myriad-genetics-horrendous-chart-but-still-interesting?source=feed#comment-694923 694923 Tue, 29 Sep 2009 02:09:41 -0400 Interesting Times: From 40% Below the 200 Day Moving Average to 20% Above http://seekingalpha.com/article/162104-interesting-times-from-40-below-the-200-day-moving-average-to-20-above?source=feed#comment-683214 683214 Fri, 18 Sep 2009 23:53:49 -0400 PIMCO Fund Is Profiting from Investor Skittishness http://seekingalpha.com/article/162085-pimco-fund-is-profiting-from-investor-skittishness?source=feed#comment-682646 682646 Fri, 18 Sep 2009 12:39:46 -0400