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  • S&P 500 P/E Ratio [View article]
    It would be helpful to see the average PE going back to 1990 vs. 1998.

    Saying the average is 19.8, when you include the Millenium turn, skews the number higher.
    May 17 01:37 PM | 1 Like Like |Link to Comment
  • For Tesla Shorts, The Stock Price Is Just Part Of The Problem [View article]
    Paulo,
    I like what you've written in other articles but I think you are hanging your hat on the '15K' number from Musk too strong.

    Have you considered what the expectations were or communication was prior to this quarter? Have you considered that he may be lowering the bar, so they can outperform? And lastly, have you considered that there are many factors to sales and they can be lumpy for delivery?

    I'm neither long or short. I'm in amazement at the movements and only expect high volatility in the stock. Normally, the secondary and sales would be cause for selloff, but so would the not so great results, that caused a 30% pop. This is a Bernanke effect as much as the short interest and Musk's tweets.

    Best Regards.
    May 15 11:17 PM | 2 Likes Like |Link to Comment
  • The Bulletproof Case For Going Long On Volatility [View article]
    Yes, volatility will rise at some point.

    In fact, the all time record low was Dec 1993, just before a big bull market, that continued til 2000. It did this with increasing volatility as well.
    May 14 12:11 AM | Likes Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    In hindsight, this fell through on concerns of having to have another trial. We'll see what the advisory says tomorrow, but 6 could be a ceiling for awhile unless it's positive.
    May 1 09:55 AM | Likes Like |Link to Comment
  • The Bulls Head For The Hills [View article]
    Does anyone see that the highest bullish stance was in mid-November 2012, right when the market turned higher, so these pollsters are actually the ones to follow. Not the ones to use as contrarian.

    So heavy bearish right now, means we are near the top.
    Apr 30 10:10 AM | 2 Likes Like |Link to Comment
  • Debunking The Chinese Trade Data [View article]
    Excellent analysis!
    Apr 12 05:57 PM | Likes Like |Link to Comment
  • Tetra Tech: Guardians Of Water ... And More [View article]
    I really liked the article. Highlighting the long-term 15% growth rates - excellent choice. Water usage growing faster than population.
    Feb 14 12:24 AM | Likes Like |Link to Comment
  • Apple Cannot Be Valued: Warren Buffett Knows This And You Should Too [View article]
    I have to say in hindsight, that I enjoyed this article before and the dialogue about Buffett in the comments.

    Of course, reading this now, after Apple's tumble this week, makes me wonder when everyone wants to buy something else, where will this stock be?
    Jan 26 01:03 AM | Likes Like |Link to Comment
  • One Chart Republicans Do Not Want You To See [View article]
    What was the return if you take the Great Depression out of the picture? It's likely very close to each other. Crediting or discrediting the market results based on president party, is a folly.
    Sep 7 12:58 PM | Likes Like |Link to Comment
  • TMII: The Problem Of Too Much (And Too Little) Information And Interest Pt. 1: Facebook [View article]
    Excellent analysis. I am a FB Long - sorry to say. But I do believe that the momentum for FB will turn positive in 2 quarters, as they better understand market expectations and are able to better articulate their growth strategy and monetization of the eyeballs.
    Jul 31 01:51 PM | Likes Like |Link to Comment
  • Facebook IPO Faces Boom That Has Busted [View article]
    Excellent thoughts!!! I will be following your articles now.
    Jul 28 11:54 AM | Likes Like |Link to Comment
  • Sell Stocks On Wednesday Afternoons [View article]
    Didn't work well for the first Wed afternoon, after the article. Stocks major pop higher yesterday and continuing today.
    Jul 27 10:51 AM | Likes Like |Link to Comment
  • More Stocks Impacted By Consumer Confidence [View article]
    Micron CEO just died in plane crash.
    Feb 3 05:17 PM | Likes Like |Link to Comment
COMMENTS STATS
13 Comments
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