Earning REady's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159011/comments http://seekingalpha.com/article/131604-why-bac-will-beat-understanding-a-new-bull-market-is-not-underway?source=feed#comment-525905 525905 Rigged? Check out the Commodities Futures Trading Commission if you are looking.]]> Sun, 31 May 2009 23:53:57 -0400 Rigged? Check out the Commodities Futures Trading Commission if you are looking.]]> http://seekingalpha.com/article/62034-a-perfect-storm-brewing-for-puda-coal?source=feed#comment-470505 470505 Now that they had a letter of intent to consolidate 6 mines I sold my whole position last 10 days.
Not a fan for 6 mines. I think they will get it and I do not want to be a mine owner. I only want to be a coke washer.

Shanxi has a great future but I'd rather partner with Agrium via Hanfeng than hold Puda and lose sleep over mining accidents, delays, and dillution.

I liked buying this year @ .17 and would again...if a mine is not acquired.]]> Mon, 20 Apr 2009 21:18:01 -0400 Now that they had a letter of intent to consolidate 6 mines I sold my whole position last 10 days.
Not a fan for 6 mines. I think they will get it and I do not want to be a mine owner. I only want to be a coke washer.

Shanxi has a great future but I'd rather partner with Agrium via Hanfeng than hold Puda and lose sleep over mining accidents, delays, and dillution.

I liked buying this year @ .17 and would again...if a mine is not acquired.]]> http://seekingalpha.com/article/131604-why-bac-will-beat-understanding-a-new-bull-market-is-not-underway?source=feed#comment-470500 470500 Mr. Kim,
Excellent call on a bear rally ending and BAC and why.
Somewhere between the rumor16 out of 19 banks will fail the stress test I started a sell in April as May is too far away!

In the meantime I look forward to reading your personal opinions!]]> Mon, 20 Apr 2009 21:08:54 -0400 Mr. Kim,
Excellent call on a bear rally ending and BAC and why.
Somewhere between the rumor16 out of 19 banks will fail the stress test I started a sell in April as May is too far away!

In the meantime I look forward to reading your personal opinions!]]> http://seekingalpha.com/article/131604-why-bac-will-beat-understanding-a-new-bull-market-is-not-underway?source=feed#comment-470499 470499 Mr. Kim,
Excellent call on a bear rally ending and BAC and why.
Somewhere between the rumor16 out of 19 banks will fail the stress test I started a sell in April as May is too far away!

In the meantime I look forward to reading your personal opinions!]]> Mon, 20 Apr 2009 21:08:36 -0400 Mr. Kim,
Excellent call on a bear rally ending and BAC and why.
Somewhere between the rumor16 out of 19 banks will fail the stress test I started a sell in April as May is too far away!

In the meantime I look forward to reading your personal opinions!]]> http://seekingalpha.com/article/129479-new-mark-to-market-rules-playing-pretend?source=feed#comment-452495 452495 1. Banks loan the money to the friendly counter party to buy the worthless securities.
2. The loan is now counted as an asset on the banks balance sheet.
3. These banks assets begin the appearance solvency.
.
4. Then their friendly counter party plays the same game and counts the worthless asset at face value.
5. This gives the counter party another asset.

When did Enron acknowledge their loans were non performing?

]]> Sun, 05 Apr 2009 13:05:22 -0400 1. Banks loan the money to the friendly counter party to buy the worthless securities.
2. The loan is now counted as an asset on the banks balance sheet.
3. These banks assets begin the appearance solvency.
.
4. Then their friendly counter party plays the same game and counts the worthless asset at face value.
5. This gives the counter party another asset.

When did Enron acknowledge their loans were non performing?

]]> http://seekingalpha.com/article/129523-government-s-failure-to-communicate?source=feed#comment-452463 452463 First, you have the bank stocks which was inflated by the bank's huge leverage.
Then you're using that as collateral for margin loans = more leverage.
With that money you are buying hedge fund and private equity stakes which are levered.
= Three layers of leverage.

What exactly do you want them to say?
"Leverage TARP and double down baby! This is free money and take what you can as fast as you can before someone figures this out!"



]]> Sun, 05 Apr 2009 12:35:16 -0400 First, you have the bank stocks which was inflated by the bank's huge leverage.
Then you're using that as collateral for margin loans = more leverage.
With that money you are buying hedge fund and private equity stakes which are levered.
= Three layers of leverage.

What exactly do you want them to say?
"Leverage TARP and double down baby! This is free money and take what you can as fast as you can before someone figures this out!"



]]> http://seekingalpha.com/article/41039-skins-inc-the-next-great-shoe-company?source=feed#comment-201033 201033 PS did not buy until I could actually physically buy a pair of shoes in the store. Being a value investor this is one of only a handful of spec stocks I ever will purchase in my lifetime.
]]> Tue, 08 Jul 2008 20:46:07 -0400 PS did not buy until I could actually physically buy a pair of shoes in the store. Being a value investor this is one of only a handful of spec stocks I ever will purchase in my lifetime.
]]> http://seekingalpha.com/article/42972-skins-footware-a-next-generation-crocs?source=feed#comment-201025 201025 Tue, 08 Jul 2008 20:27:23 -0400 http://seekingalpha.com/article/47609-does-skins-inc-fit-the-mold?source=feed#comment-201018 201018 ]]> Tue, 08 Jul 2008 20:15:59 -0400 ]]> http://seekingalpha.com/article/55088-skins-just-another-silly-shoe-idea?source=feed#comment-201011 201011 Ps I wish CROX would have had a patent protection like Skins does then hardworking people like yourself would not have stock go from 38 to 8 since you wrote your article.]]> Tue, 08 Jul 2008 20:04:43 -0400 Ps I wish CROX would have had a patent protection like Skins does then hardworking people like yourself would not have stock go from 38 to 8 since you wrote your article.]]> http://seekingalpha.com/article/62034-a-perfect-storm-brewing-for-puda-coal?source=feed#comment-131396 131396 Mining permit easy. Mining safety not.
Puda cheapest to coke
Tell me which plant has an internal coking operations completed?
Which mines wash themselves?
I think you will be surprised by the low % of wash and low % of internal coke.
Although the best]]> Tue, 25 Mar 2008 17:36:01 -0400 Mining permit easy. Mining safety not.
Puda cheapest to coke
Tell me which plant has an internal coking operations completed?
Which mines wash themselves?
I think you will be surprised by the low % of wash and low % of internal coke.
Although the best]]> http://seekingalpha.com/article/69641-bidz-shareholders-fight-against-alleged-illegal-shorting?source=feed#comment-130988 130988 Best Wishes with your process. In the meantime the rest of us will continue to add our names to Market Reform Movement and the underlying issues of market manipulation and naked short selling petition link
thesanitycheck.com/]]> Tue, 25 Mar 2008 02:05:22 -0400 Best Wishes with your process. In the meantime the rest of us will continue to add our names to Market Reform Movement and the underlying issues of market manipulation and naked short selling petition link
thesanitycheck.com/]]> http://seekingalpha.com/article/4153-blue-nile-discusses-amazon-and-other-competitors-nile-3q05-conf-call-quotes-amzn-zlc?source=feed#comment-120934 120934
BIDZ PE = 15.64
NILE PE = 42.30

Net Income (full year 2007):
BIDZ = 18.126M
NILE = 17.459M

Net Income (4Q):
BIDZ = 8.213M
NILE = 7.543M

Just think about that for a minute — BIDZ had a higher Net Income in the 4Q and full year 2007 than NILE.]]> Sat, 01 Mar 2008 11:55:40 -0500
BIDZ PE = 15.64
NILE PE = 42.30

Net Income (full year 2007):
BIDZ = 18.126M
NILE = 17.459M

Net Income (4Q):
BIDZ = 8.213M
NILE = 7.543M

Just think about that for a minute — BIDZ had a higher Net Income in the 4Q and full year 2007 than NILE.]]> http://seekingalpha.com/article/60502-blue-nile-virtual-free-fall-from-september-high?source=feed#comment-120933 120933
BIDZ PE = 15.64
NILE PE = 42.30

Net Income (full year 2007):
BIDZ = 18.126M
NILE = 17.459M

Net Income (4Q):
BIDZ = 8.213M
NILE = 7.543M

Just think about that for a minute — BIDZ had a higher Net Income in the 4Q and full year 2007 than NILE.]]> Sat, 01 Mar 2008 11:53:54 -0500
BIDZ PE = 15.64
NILE PE = 42.30

Net Income (full year 2007):
BIDZ = 18.126M
NILE = 17.459M

Net Income (4Q):
BIDZ = 8.213M
NILE = 7.543M

Just think about that for a minute — BIDZ had a higher Net Income in the 4Q and full year 2007 than NILE.]]>