Paul Price

129 Comments

    • Avoiding Avery Dennison for Now [view article]
      Using a 20-year average money market rate of 4.61% when current money market rates are under 2% makes no sense.

      You need to compare the current yield of the stock to the presently available MM rates to have any validity.       Sep 02 08:19 AM
    • SEC Considering 'Market-Wide' Short Sale Rule [view article]
      All existing laws on short sales just need to be enforced.

      NO shorts sales without delivery!!!!       Aug 21 08:27 AM
    • Investment Discipline in the Year of Capitulation [view article]
      It would be nice to know what the 20-year period's starting and ending dates were.

      Without that, those figures are meaningless.       Aug 05 12:59 PM
    • USG Corp: Another Buffett 'Failure to Sell' Mistake [view article]
      Since this article was first posted...

      USG shares got as low as $23.12 and are now in the $26.50 range.
      The failure to sell at $130 is even more clearly defined now.       Aug 04 04:07 PM
    • MEMC Electronic: Glass Half Empty or Half Full? [view article]
      Very good analysis. Balanced and fair. Jul 25 07:21 AM
    • Is the Nasdaq OMX a Good Buy? [view article]
      Even mentioning the 2005 low of 'under $10/share" without noting that EPS that year were $0.57 versus excepted 2008 EPS of $1.79 says you don't have any idea of fundamental valautions.

      The same multiple on today's earnings would lead to at least a low $30's share price today- well above current quotes.

      Even an 18 - 20 P/E on next year's estimates makes for a $40 - $50 minimum goal by year-end 2009.       Jul 13 08:11 AM
    • Guru Returns Show Just How Tough the Going Has Been Lately [view article]
      Use this link to see the source data:

      www.gurufocus.com/scor...       Jul 01 02:29 PM
    • Cracker Bottom of the Barrel - Cramer's Lightning Round (6/27/08) [view article]
      CBRL as a bullish call AND a bearish one all at the same time.

      Great reporting!       Jul 01 08:16 AM
    • Guru Returns Show Just How Tough the Going Has Been Lately [view article]
      If Buffett gives money to someone else to run on his behalf then then results are his in the same way that 'look through' earnings on companies he doesn't run personally are his. Jun 30 02:36 PM
    • MEMC Electronic Materials: Climbing the Wall of Worry [view article]
      There was a good article about WFR in Forbes a while back. They made the point the WFR was extracting onerous terms from their customers 'because they could" due to supply demand imbalance.

      When supply is not so tight these same customers may be very happy to drop WFR for other vendors after being goughed repeatedly.

      Vendor - Customer relations are not very happy.       Jun 30 08:07 AM
    • Thinking Outside the Black Box [view article]
      That's becuase a margin requirement is a non-cash expense if you write your puts versus paid up stock that's held in the same account.

      That's why I used the term cash-on-cash return.       Jun 26 11:44 AM
    • Sanofi-Aventis: Play This Low-Risk Combo Along with Buffett [view article]
      Dean,

      You are correct that long stock & short calls is equivilent to just selling naked puts. I like owning ADRs of SNY, though, as their dividend [if you do this over a full 12-month period] far exceeds current money-market rates.       Jun 19 11:40 AM
    • Election 2008: Obamanomics and Its Achilles' Heel [view article]
      Ron Paul had it right. Close all overseas military bases ASAP. Stop being the world's policeman and take care of our own. Jun 19 11:36 AM
    • A 'Cheesy' Options Combination for Buffett Lovers [view article]
      Richard,

      Your scenario sounds fine if it plays out as you forsee it.

      It would mean the max profit of 29.6% in six months for those who put on the trade described.       Jun 18 09:09 PM
    • Sanofi-Aventis: Play This Low-Risk Combo Along with Buffett [view article]
      SNY ADRs have never traded as low as $25 since they were first offered in the United States in 2004.

      Fundamentals are much stronger now than then so I believe that the chance of that low a price is quite remote.

      Jun 18 09:05 PM
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