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  • The Case For A 0% Bond Allocation Is Weak [View article]
    Value is where you find it. Stocks, bonds, REITs, etc. The whole don't ever buy these equities, don't buy bonds or those treasuries,because of XYZ etc. is just zealotry and a hindrance to finding good instruments that generate good return.
    Nov 7 11:03 AM | 3 Likes Like |Link to Comment
  • Harris Corp.: A Defense Contractor The U.S. Military Cannot Function Without [View article]
    Really good article. IDIQ's are tough though, you never really know when you're going to get the orders, and I'm not sure how much forward guidance the company can give on those. However, it and CACI are both acquisition candidates with very solid contracts and any company that grows top line in this space is one worth watching.
    Nov 7 10:57 AM | Likes Like |Link to Comment
  • Oil, Options, Risk And Illusions [View article]
    My big problem with this is the timing. I'm usually right with respect to price and direction, but off on the timeframe, i.e. my 32 35 call spread on SCO were Octobers put on when SCO was at 29 (ish) and would now be a profitable trade had I bought the november.

    Any thoughts on how to reduce the timeframe risk?
    Nov 5 11:29 AM | Likes Like |Link to Comment
  • Sitting On The Sidelines: Fear And Selective Memory [View article]
    This is a very thoughtful smart article. It's not about seekingalpha, it's about seeking rationality. Excellent - one to bookmark and re-read regularly. I was lucky enough to have stepped aside for both 2000 and 2008/2009, but I did NOT get back in timely at all, I just waited for the "next leg down" which was an enormously costly mistake. Had I stayed the course and held, like a poster above, I would have been further ahead.
    Oct 28 09:06 AM | 5 Likes Like |Link to Comment
  • - The Underpants Gnomes Of Wall Street [View article]
    A goodwill impairment can ruin your whole day...
    Oct 27 11:00 AM | 1 Like Like |Link to Comment
  • The Stock Market Bubble's Achilles' Heel [View article]
    Margin debt....HUUGE problem...what happens when cheap money "free?" chases limited supply again? Oh, yes, inflation.... which ends when rates or margin requirements are increased...
    Oct 27 10:46 AM | 1 Like Like |Link to Comment
  • Craft Brew Alliance A Buy With Buffalo Wild Wings Partnership And International Expansion [View article]
    Really good call on this. WHY didn't I see this article in May! :-(
    Oct 21 09:46 AM | Likes Like |Link to Comment
  • Why Detroit's Bankruptcy Could Detonate A $3.7-Trillion Muni Bond Bomb [View article]
    Thanks for....?
    Jul 25 09:44 AM | Likes Like |Link to Comment
  • Why Detroit's Bankruptcy Could Detonate A $3.7-Trillion Muni Bond Bomb [View article]
    Good point - who's going to hit by this? pensions?banks? 1%ers?
    Jul 24 09:22 PM | Likes Like |Link to Comment
  • Why Detroit's Bankruptcy Could Detonate A $3.7-Trillion Muni Bond Bomb [View article]
    Had the same thought Long Tail - soooo..... Meredith Whitney was right? Just early?
    Jul 24 09:20 PM | 3 Likes Like |Link to Comment
  • Cellceutix: The Next Ten-Bagger Or Pie-In-The-Sky? [View article]
    The drop to $.70 (And below) was also due to a problem in their supply chain that caused delays in their clinical trials. That even created the great buying opportunity. The stock's trend appears to have gotten back on track and will hopefully benefit from all of the indication licensing that appears to be "near ready for prime time."
    Jul 3 03:57 PM | Likes Like |Link to Comment
  • 10 Reasons To Beware This Market Both Short And Long-Term [View article]
    You really nail it David. Margin .... too much cheap capital chasing too few reasonably priced shares.... ironic that it is at its highest when the market is as well....

    is there a study anywhere that correlates market performance with changes in margin debt?
    Jun 25 01:05 PM | Likes Like |Link to Comment
  • Men's Wearhouse (MW) fires George Zimmer from his position as executive chairman and says it will postpone its annual meeting as it seeks new director candidates. For those curious, Zimmer is the guy from the Men's Wearhouse commercials with the personal guarantee. MW -6.6% premarket. [View news story]
    I guess they didn't like the way HE looked.
    Jun 19 12:36 PM | Likes Like |Link to Comment
  • Datawatch: Deeper Value For A Lower Price [View article]
    Agreed... very good point on Tableau. It should pull through some additional sales for Datawatch. The ECM angle should also be very beneficial.
    I bought when I actually used one of their programs at an SAP shop a couple of years ago and was really impressed. I would have thought it would have been bought by now. Would appreciate your thoughts in that regard.
    May 22 06:41 AM | Likes Like |Link to Comment
  • March Import/Export Prices: Import prices -0.5% vs. consensus of -0.5% and -0.6% prior. Export prices were -0.4% vs. consensus of -0.1% and +0.7% prior (revised). [View news story]
    deflation!!! engage POMO!!!
    Apr 11 08:39 AM | Likes Like |Link to Comment