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  • The Sky Was Falling Into The Hands Of Astute Dividend Growth Investors: Did You Catch Any? [View article]
    I agree. The first thought I had when I read China was selling bonds, was oh my, how nice a move that was: surprise the market with the deval, cause a sharp correction with subsequent huge rally in US bonds in the panic flight to safety, dump bonds for a for a much higher price! Those Chinese can be pretty smart! They are going to get the right answer on growth--one way or another, I suspect!
    Aug 28, 2015. 04:11 PM | 2 Likes Like |Link to Comment
  • Will American Airlines Return To Its 52-Week Highs Soon? [View article]
    Yep, Bobcat, I don't think so on the margins either. They made $2.60 a share last qtr, and oil was up around $60bbl for most of the quarter! This quarter, the oil bulls are getting excited over the mid $40s! AAL uses about 358 million gallons a month, so the recent ~$1.25 per gallon price (about $1.50 less than last year) will save AAL over $500 million a month! They were making a lot of money last year, too, even with the higher oil price. Yields are off a little; costs are off by ten miles. Mr. Market has totally missed that fact. AAL is one of the cheapest stocks I have ever seen. I hope they use some of the money to fix the website!! GLTA.
    Aug 28, 2015. 02:26 PM | 2 Likes Like |Link to Comment
  • The SEC's Circuit Breakers For ETFs Short Out [View article]
    Stop losses can limit risk, but stop losses have a lot of risk! Investors need to be educated there. We saw a great example of why on Monday. With modern computer based trading and the shorting rules, you could argue that they create tremendous risk to the overall market. I would rather get rid of shorting. I would like to see a no shorting exchange created where companies could list their shares. That is the culprit for a lot of the manipulation imo.
    Aug 28, 2015. 01:55 PM | Likes Like |Link to Comment
  • Retirement Strategy: Did You Freak This Week? [View article]
    Miguel, great points, but I disagree on the level of panic. It was 2008 extreme on Monday. I picked up a fantastic ETF with about a 30% discount. There were no bids out there--shear, utter panic. I got some good deals on divvy stocks, too, but they were on the way back up and not at the bottom. The financial networks and sites were a big help in fomenting terror and producing bargains. The VIX was at financial crisis levels--bank failures, emergency Fed measures, etc. I am not a prognosticator, but the resilience we saw this week--considering the extreme level of panic--could be a sign of market strength. It is certainly possible that Mr. Market is telegraphing future problems, too. GLTA, and great articles/awesome timing this week, RS! Keep 'em coming.
    Aug 28, 2015. 01:16 PM | 4 Likes Like |Link to Comment
  • The Sky Was Falling Into The Hands Of Astute Dividend Growth Investors: Did You Catch Any? [View article]
    The plunge could be just starting (I place little value on predictions), but as George pointed out the VIX has been flashing major financial crisis this week--like 2008, with major financial institutions collapsing, going bankrupt, and the Fed taking massive steps/emergency measures. But, I can't find anything to warrant the fear we are seeing. If we only got a brief 15% correction out of this level of hysteria and panic, the market may be pretty resilient here.
    Aug 28, 2015. 12:23 PM | 4 Likes Like |Link to Comment
  • Morgan Stanley's 27 stocks to buy on the dip [View news story]
    The hysteria and panic we are seeing is remarkable. The VIX has been up in the major financial crisis range this week, only we aren't having a major financial crisis. Panic and hysteria sell, though, and CNBC has to keep the ratings up. If this level of hysteria only produced a 15% correction, then we may have a pretty solid market. We will see. Having a good buy list ready is a must...GLTA.
    Aug 28, 2015. 12:13 PM | 13 Likes Like |Link to Comment
  • 12 Attractive Fast-Growing Dividend Growth Stocks For High Total Return [View article]
    as, not only true, but the level of fear and panic we had this week is remarkable. The currency moves and small rate adjustments don't warrant the panic levels we are seeing imo; I am just amazed. Some of the deals on Monday were the best we have seen since 2009--wish I had bought more, but very thankful to get what I got. Hitting the buy button is very hard, especially when tuning into finance TV is like stepping into an asylum filled with hysterical people screaming at each other! So, if you were buying you did good. I like to study my favorite picks for my shopping list ahead of time so I am ready, and these articles are a great source. GLTA.
    Aug 28, 2015. 11:47 AM | 2 Likes Like |Link to Comment
  • Will American Airlines Return To Its 52-Week Highs Soon? [View article]
    AAL uses about ~358 million gallons of jet fuel per month. With gas down well over a dollar a gallon from last year at this time, they are like an oil well in reverse--every cheap gallon brings in massive profits to the bottom line. They were making a lot of money at $100 oil and the stock price was higher! IMO, AAL is one of the most mispriced stocks I have ever seen. AAL is printing money right now, and I don't see anything that is likely to change that in the near future.
    Aug 27, 2015. 07:12 AM | 5 Likes Like |Link to Comment
  • Will American Airlines Return To Its 52-Week Highs Soon? [View article]
    You won't find a bigger AAL bull than me, but I tried to book a ticket online recently and found the experience absolutely horrible. Somewhere between buying a new car from a sleazy dealership and dealing with government run services. What didn't I like? Well, they price the round trip legs separately, so you have to go through a lot of screens to figure out the actual price. The lower prices were usually at really weird times on the return trip, so they ding you there and it smells a little bit like bait and switch. So, when you finally pay up and get a decent pair of round trips, you are presented with the option of buying one bag and getting boarding priority for $58 per ticket (you can add more bells and whistles for more $$ and that is per round trip leg). After all of the shopping and clicking, and typing info in, I then realized I still had to pay more if I wanted a seat by my wife--every stinking leg of the trip! The extra charge ran as high as $40 a seat per leg. It wound up adding several hundred dollars to two $400 fares! So, the extra bag and boarding priority ($58) are per round trip leg, while the seats are for every single leg. Very confusing; very irritating; poorly designed; I am afraid AAL hired Spirit's programmer! I avoid Spirit because the service is so bad. It is a sad day for the legacy carriers when the cheap, no service, no frills, discount carrier--Southwest--ac... becomes the premium carrier, and not because their level service has gotten better, but because the legacies have gotten so bad. AAL needs to totally overhaul their web reservation system. It needs to be transparent and simple, as opposed to opaque, complex, and sleazy. Parker needs to ask himself if he wants to be the predictable and premium player American has always been, or whether he really wants to morph into Spirit on a grandiose scale. I will sell my stock and find another carrier if the answer is the latter.
    Aug 27, 2015. 07:05 AM | 3 Likes Like |Link to Comment
  • Is It Safe? [View article]
    We got down to just under a 15% correction yesterday (from S&P highs), exactly what many were hoping for to add positions. The problem is that it was so violent and fast many investors missed it. We are almost back to the beginning of the year with the pop this AM. Corrections can be hard to take advantage of, and the points Eric makes on ETFs show just how great the opportunity was yesterday--far beyond the indices. GLTA.
    Aug 25, 2015. 09:06 AM | 5 Likes Like |Link to Comment
  • Retirement Strategy: When There Is Blood In The Streets, Will You Become A Vampire? [View article]
    RS, this was a good article, but the timing of it, along with the comments section, ended up being among the best I have ever seen on SA! One can read through the comments, especially with the backdrop of what was happening in the market when they were made, and learn a tremendous amount about investor psychology. We have B&H people, timers, BTD'ers, white-knucklers, and even a few philosophers here. Some are absolutely certain they know the future, and some are certain they don't! Believe it or not, I was ~26% cash going into yesterday, ready and waiting, but I got sidetracked in the best part of the panic looking at options and volatility (both were almost untradeable because of messed up pricing/ridiculous premiums), and I only bought ~8% worth when I saw the real bargains. What I got I am very happy with owning long term. Looks like we might get a short squeeze this AM, so I will likely be watching mostly. I might even sell a few calls if the rally gets silly. GLTA.
    Aug 25, 2015. 07:05 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: When There Is Blood In The Streets, Will You Become A Vampire? [View article]
    I have a lot of cash, too, and I added some health care today, including JNJ and several other solid HC names. I was lacking in that department, except for some medical REITs. I wouldn't take the comments personally, Robert. Most smart investors know how to read contrary opinions, and they value them. There are some folks who just want to win arguments here, and I mostly pass over their comments. I try to listen to both sides of debates, though. I still have a lot of cash so I can add to those HC positions. I will likely regret not being more aggressive if it bounces right back. For the younger readers, IMHO, today is the kind of day that should stimulate your buying juices. Remember how you felt. Kind of like a big Labor Day sale at the mall. Learning to recognize buy signals isn't as easy as it seems; it isn't pleasant till it bounces back, which sometimes takes years! Sell when things are going great. GLTA.
    Aug 21, 2015. 08:03 PM | 8 Likes Like |Link to Comment
  • Crude Oil: Where Is The Bottom? [View article]
    Good advice...but, anytime the price of oil goes back up the spigot can open back up. $20-$45 may be temporary, but $50-$75 may have tremendous endurance.
    Aug 20, 2015. 01:54 PM | 2 Likes Like |Link to Comment
  • Crude Readies To Take Out $40 [View article]
    One of the problems is that the price of gas is still pretty high at the pump, maybe like 60/bbl oil (guessing). If gas prices drop down significantly, as they should soon, demand should pick up, I would think. It's anybody guess where oil bounces, but usually Mr. Market overshoots. I wouldn't be surprised if we see the $20s.
    Aug 20, 2015. 07:25 AM | Likes Like |Link to Comment
  • 2015 Exposes Shaky MLP Fundamentals [View article]
    I have read at least one of those in the past, Michael, but it isn't just GS here. There is a great reason most mutual/hedge fund mgrs can't outperform the S&P 500. It isn't because they're stupid. These folks are some of the smartest money can buy, with advanced degrees from the finest schools. The problem is that predicting the future is a tough business. The market discounts ahead of time, as I said above. Here is an SA editors report that echoes calls made by Barrons and BAML on the subject:
    It can certainly go lower, but when "everybody" sells something it is usually time to start buying. GLTA.
    Aug 19, 2015. 04:40 AM | Likes Like |Link to Comment