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  • Why Healthcare Cost Reform Could Be The Greatest Stimulus Of All [View article]
    the only single payer necessary is the patient. If the feds want to subsidize something, subsidize doctors education...
    Feb 11, 2015. 11:08 PM | Likes Like |Link to Comment
  • Why Healthcare Cost Reform Could Be The Greatest Stimulus Of All [View article]
    Let's look at when that started in earnest as well. I might buy some of that, but many of those procedures are "defensive" in nature, if they don't do it, something happens, they get sued and thus protocols develop.

    We're about to see government's full involvement in the sector through ACA, all in. Pharma is already fully enveloped by the government. Have you seen prices fall? No. nor will it for any other aspect of actual medical care. Notice that LPNs are seeing more patients than doctors now as primary care personnel. As prices double and triple, there will be less patient safety fewer rights (whatever those are) and ultimately availability will decline.
    Feb 11, 2015. 11:06 PM | Likes Like |Link to Comment
  • Why Healthcare Cost Reform Could Be The Greatest Stimulus Of All [View article]
    However, the best way to deflate an inflated industry is to hand over payment and pricing to the more efficient private sector....

    Agreed.
    Feb 11, 2015. 10:55 PM | 1 Like Like |Link to Comment
  • Why Healthcare Cost Reform Could Be The Greatest Stimulus Of All [View article]
    The most important sentence in this article is "Costs in the US were 6% of GDP prior to the creation of Medicare in 1965." When the government gets involved, costs go up. This is consistent with education, agriculture, pharma, defense, social "welfare" any area where government subsidizes favored activities.
    Feb 10, 2015. 01:06 PM | 1 Like Like |Link to Comment
  • REIT Volatility Is A Big Fat Warning Sign [View article]
    Taken aback a bit by DLR and BMR's decline. I could see a PLD perhaps, but the idea that they would drop so fast, tells me better to step aside as noted here and buy back lower
    Feb 10, 2015. 12:59 PM | Likes Like |Link to Comment
  • Outerwall An Interesting Contrarian Play [View article]
    Good possibilities here, but for me, I'll revisit at 3.5-4x EBITDA... this is still expensive...
    Jan 31, 2015. 04:16 PM | Likes Like |Link to Comment
  • BreitBurn Energy Partners: Making Sense Of The 20%+ Rally [View article]
    They were and have been in dire need of financing, it would suggest that perhaps they have found it....
    Jan 27, 2015. 09:26 PM | 3 Likes Like |Link to Comment
  • Gundlach: Bull market for Treasurys to continue [View news story]
    Good luck with the trade! I think you're on the right track zeroes are the best vehicle for this ZIRP trade
    Jan 3, 2015. 12:46 PM | Likes Like |Link to Comment
  • GT Advanced asks for approval to pay millions in exec bonuses [View news story]
    Were these the same "key" employees that negotiated the deal with Apple?
    Dec 31, 2014. 01:52 PM | 1 Like Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    Continued great call on this one ....
    Dec 8, 2014. 12:22 PM | 1 Like Like |Link to Comment
  • A Weird All-Long Strategy (That Beats The S&P 500 Every Year) II [View article]
    Can one substitute zero coupon bonds someting more liquid than a ZROZ perhaps rather than a VXX type product and achieve similar results? This seems to be just classical periodic rebalancing/buy low sell high where something like a VBR/VO and a ZROZ would deliver results along the same lines.....
    Nov 2, 2014. 07:27 PM | Likes Like |Link to Comment
  • The Lessons Of GT Technologies [View article]
    Well, if I can throw in my $0.02 which do somehwat parallel the author's.
    1) there's a big difference in making furnaces vs. making sapphire and to the extent that is a sea change for the company perhpas one would raise an eyebrow.
    2) write downs and income taxes - those to me are big deals, meaning management's not paying attention which adds to the risk of item 1.
    3) keep the position small and harvest profits as someone else noted, to "play with house money)....
    4) Don't trust AAPL. ;-)

    Best to all...this one was a nasty trip, but there's always another trade...
    Oct 15, 2014. 08:16 AM | Likes Like |Link to Comment
  • Did GT Advanced Technologies Mislead Investors? [View article]
    I have done a bit of triage on my own trading and noted that I did stray from prudent actions that would've limited my losses... here's what I have "re-learned":

    A) stick to my entry/harvesting plan - average into a position with a number of purchases, and sell(harvest) as I generate gains up to the point where, if done properly, I have recouped all initial investment capital plus a reasonable return only and onlythen can I "let the rest run"
    B) when alarm bells starting to tingle, pay the (expletive) attention, either hedge or get out... 1) A simple SWOT analysis would've been sufficient to know I should've lightened up at the very least given the buyer power Apple had developed over GTAT. 2) The inventory build - this was foolish of me -- they did this previously, and did a company planning to sell 2-300 million in first year actually need to stockpile $100 million in raw material inventory? No, of course not what a tremendous waste of cash, fool me once... etc. 3) the suspension of the call - this generally doesn't happen on good news, regardless, no reason to take that kind of binary risk (ergo, put on a small hedge or sell some).
    C) Proper position sizing... while the size of the investment was not disproportionate to my overall portfolio, the total loss (nearly) of the position was enough to wipe out a LOT of the year's gains. So always be harvesting gains/reducing exposure.

    d) Remember there's always another trade. And the fishing is good.

    Best to all.... and goodbye GTAT...
    Oct 7, 2014. 02:40 PM | 4 Likes Like |Link to Comment
  • GT Advanced Technologies: The Bankruptcy Shocker [View article]
    Me too, notice their Raw materials inventory build - shades of 2011 (I think it was then) when they also had to write off a ton of inventory as well... I wonder if this isn't part of the problem..
    Oct 6, 2014. 01:17 PM | Likes Like |Link to Comment
  • Keep Away From GT Advanced Technologies Equity [View article]
    tangible book is likely a lot lower... there's a lot of "IP value" in there
    Oct 6, 2014. 01:14 PM | 2 Likes Like |Link to Comment
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