User 172125's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/172125/comments http://seekingalpha.com/article/91621-petrobras-buy-and-sit-tight-like-soros?source=feed#comment-234173 234173 Tue, 19 Aug 2008 14:59:30 -0400 http://seekingalpha.com/article/91621-petrobras-buy-and-sit-tight-like-soros?source=feed#comment-234170 234170
Listen closely- if you are following Soros- his timing is way off this year. He bought an even bigger block of Vale (RIO) as its stock was cresting this year- only to sell it off at a huge loss (see market folly's article). He is like a lot of the old (really old) money men (see TBoone 'short oil' Q-1) who made their money but have lost the touch and seem to be a quarter behind the trend nowadays.

I also agree with Frankfort/Hessen.

Listen- I have spent a lot of time in South America- and have positions in Bovespa and Adrs- and there are opps short term but for me they are swing trades (5 point pops almost every week).

I do, however, feel that many of the best Brazilian plays (and SAM in general) should be tracked closely if you are a long term player- the bleeding is not over- but you should be ready to pull the trigger when it is. There are 2010 leaps on some of the adrs as well- locked in price/less capital intensive.

See my blog at:

www.southamericanstock...

Feel free to join up ]]> Tue, 19 Aug 2008 14:55:57 -0400
Listen closely- if you are following Soros- his timing is way off this year. He bought an even bigger block of Vale (RIO) as its stock was cresting this year- only to sell it off at a huge loss (see market folly's article). He is like a lot of the old (really old) money men (see TBoone 'short oil' Q-1) who made their money but have lost the touch and seem to be a quarter behind the trend nowadays.

I also agree with Frankfort/Hessen.

Listen- I have spent a lot of time in South America- and have positions in Bovespa and Adrs- and there are opps short term but for me they are swing trades (5 point pops almost every week).

I do, however, feel that many of the best Brazilian plays (and SAM in general) should be tracked closely if you are a long term player- the bleeding is not over- but you should be ready to pull the trigger when it is. There are 2010 leaps on some of the adrs as well- locked in price/less capital intensive.

See my blog at:

www.southamericanstock...

Feel free to join up ]]> http://seekingalpha.com/article/91651-hedge-fund-tracking-blue-ridge-capital-john-griffin?source=feed#comment-234132 234132
The posts themselves have little value as he is just compiling data that is readily available. Brilliant strategy market folly- I bet you are making a lot of money for doing virtually nothing. Very bright.]]> Tue, 19 Aug 2008 14:13:18 -0400
The posts themselves have little value as he is just compiling data that is readily available. Brilliant strategy market folly- I bet you are making a lot of money for doing virtually nothing. Very bright.]]> http://seekingalpha.com/article/91269-on-visa-and-commodities-an-addendum?source=feed#comment-232583 232583
Jump into commodities right Frank- good luck buddy- does 'global slowdown' mean anything to you? ]]> Sun, 17 Aug 2008 16:54:57 -0400
Jump into commodities right Frank- good luck buddy- does 'global slowdown' mean anything to you? ]]> http://seekingalpha.com/article/91016-hedge-fund-tracking-tremblant-capital?source=feed#comment-232582 232582 Sun, 17 Aug 2008 16:52:48 -0400 http://seekingalpha.com/article/91269-on-visa-and-commodities-an-addendum?source=feed#comment-232573 232573
Second statment- I also stand by that as well. Where the inaccuracy Frank?

No mistakes in either statement.]]> Sun, 17 Aug 2008 16:41:33 -0400
Second statment- I also stand by that as well. Where the inaccuracy Frank?

No mistakes in either statement.]]> http://seekingalpha.com/article/91269-on-visa-and-commodities-an-addendum?source=feed#comment-232519 232519
Let's talk about change- how about a repealed cap gains tax cut to make your investing life even more difficult? Does that sound good to you?

How about a tax increase to penalize you for making money in the first place- does that sound good to you?

Great solutions right now- increase taxation on the small percentage of people that actually fuel job growth- and penalize people for making investments- just what we need!!

You and 'down at 3500' fit well together.

]]> Sun, 17 Aug 2008 15:05:29 -0400
Let's talk about change- how about a repealed cap gains tax cut to make your investing life even more difficult? Does that sound good to you?

How about a tax increase to penalize you for making money in the first place- does that sound good to you?

Great solutions right now- increase taxation on the small percentage of people that actually fuel job growth- and penalize people for making investments- just what we need!!

You and 'down at 3500' fit well together.

]]> http://seekingalpha.com/article/91269-on-visa-and-commodities-an-addendum?source=feed#comment-232371 232371
Great comedy! I suppose you believe in the Mayan calenar and that the world is coming to an end in 2012?

As far as stolen oil from Iraq what a joke... You must be a believer in "Change"- a bumper sticker voter. Iraq is sitting on close to a 100 billion dollar's of excess cash and we can't even get those barbarians to pay for their own security. People forget that we have done them a favor- and even they are too stupid to recognize that we delivered them from enslavement. I'm so sick of idiots that hate our country. Why don't people like you just leave- go live in a socialist country for a while if you don't like America.]]> Sun, 17 Aug 2008 11:46:56 -0400
Great comedy! I suppose you believe in the Mayan calenar and that the world is coming to an end in 2012?

As far as stolen oil from Iraq what a joke... You must be a believer in "Change"- a bumper sticker voter. Iraq is sitting on close to a 100 billion dollar's of excess cash and we can't even get those barbarians to pay for their own security. People forget that we have done them a favor- and even they are too stupid to recognize that we delivered them from enslavement. I'm so sick of idiots that hate our country. Why don't people like you just leave- go live in a socialist country for a while if you don't like America.]]> http://seekingalpha.com/article/91269-on-visa-and-commodities-an-addendum?source=feed#comment-232363 232363
A few things- I would be careful making the claim that V will surpass MA. MA has a small float and will continue to prosper. People forget that other than the Amex (AXP) settlement MA's numbers were not bad at all. The problem with blowout earnings quarter after quarter people's expectations are unrealistic- which hurt MA.

As far as V- no stock is immune to a bear market especially when misunderstood by over half of the investing community. More than being tarred with the 'financials' brush- V is being hurt by fear of a global econ slowdown- which, in the end- will not impact V's bottom line significantly (as we watched recently). I too believe that V will develop its second wind this year.

As far as the comm/metals/oil space goes- yes- I have been saying all along that LONG TERM- it is crucial to get involved. The post 2010 era will be all about resources. But Frank- without beating the past to death- you were recommending these sectors at the top of the market when I was warning people that they should take profits or avoid making new investments in them. You are also making a mistake right now - as there is still room on the downside and the bleeding has not stopped yet.

For example, many metals stocks are increasing- and will continue to outstrip demand for some time- regardless of how much they have corrected. Natural gas is a another prime example as the recent dramatic increase in drilling efforts will soon be flooding the market with a significant over-supply. Ag stocks- and stocks in general don't trade purely on fundamentals. While the valuations of Potash and Mosaic may look great on paper these plays are out of favor with institutional money right now- and it is not retail online accounts that move mountains. In other words- your thesis is correct, but- once again- your timing is off.

This is the time to do your homework to sift out the absolute best of breed plays- and, in some cases, begin building a position. BUT- there is still room on the downside. Oil could bottom out at 100$ and gas has another buck or two per MCF. Your ag stocks may have another 20% before this is over. Opec will eventually reverse course and cut production, and of course further difficulties with Georgia (the country), a hurricane here or there- and a few other supply issues could create a price spike. But, reality is that domestic and global demand has slowed down quite a bit and the majority of speculative positions have been unwound and are also out of favor with institutional money (the main driver of the market).

So, in closing- we have some time- but you are partly right. Now is the time to do your homework- track your selections and even move slowly into the market. Do not forget you can lock in a price without tying up as much capital by picking up some 2010 Leaps- or start small and work your way into a position over time- now is not the time to go 'all in'.

Some of the great South American Stocks (comm AND banking) are beginning to shape up as buys right now as well. Its funny that you have picked these topics as I have addressed all of them on a few of our blogs:

Visa: www.visawinners.com

South American Comm Plays: www.southamericanstock...

The importance of resources going forward:

www.virtualwallstreet....

Keep it up Frank- you are improving- and your timing is getting better.]]> Sun, 17 Aug 2008 11:36:07 -0400
A few things- I would be careful making the claim that V will surpass MA. MA has a small float and will continue to prosper. People forget that other than the Amex (AXP) settlement MA's numbers were not bad at all. The problem with blowout earnings quarter after quarter people's expectations are unrealistic- which hurt MA.

As far as V- no stock is immune to a bear market especially when misunderstood by over half of the investing community. More than being tarred with the 'financials' brush- V is being hurt by fear of a global econ slowdown- which, in the end- will not impact V's bottom line significantly (as we watched recently). I too believe that V will develop its second wind this year.

As far as the comm/metals/oil space goes- yes- I have been saying all along that LONG TERM- it is crucial to get involved. The post 2010 era will be all about resources. But Frank- without beating the past to death- you were recommending these sectors at the top of the market when I was warning people that they should take profits or avoid making new investments in them. You are also making a mistake right now - as there is still room on the downside and the bleeding has not stopped yet.

For example, many metals stocks are increasing- and will continue to outstrip demand for some time- regardless of how much they have corrected. Natural gas is a another prime example as the recent dramatic increase in drilling efforts will soon be flooding the market with a significant over-supply. Ag stocks- and stocks in general don't trade purely on fundamentals. While the valuations of Potash and Mosaic may look great on paper these plays are out of favor with institutional money right now- and it is not retail online accounts that move mountains. In other words- your thesis is correct, but- once again- your timing is off.

This is the time to do your homework to sift out the absolute best of breed plays- and, in some cases, begin building a position. BUT- there is still room on the downside. Oil could bottom out at 100$ and gas has another buck or two per MCF. Your ag stocks may have another 20% before this is over. Opec will eventually reverse course and cut production, and of course further difficulties with Georgia (the country), a hurricane here or there- and a few other supply issues could create a price spike. But, reality is that domestic and global demand has slowed down quite a bit and the majority of speculative positions have been unwound and are also out of favor with institutional money (the main driver of the market).

So, in closing- we have some time- but you are partly right. Now is the time to do your homework- track your selections and even move slowly into the market. Do not forget you can lock in a price without tying up as much capital by picking up some 2010 Leaps- or start small and work your way into a position over time- now is not the time to go 'all in'.

Some of the great South American Stocks (comm AND banking) are beginning to shape up as buys right now as well. Its funny that you have picked these topics as I have addressed all of them on a few of our blogs:

Visa: www.visawinners.com

South American Comm Plays: www.southamericanstock...

The importance of resources going forward:

www.virtualwallstreet....

Keep it up Frank- you are improving- and your timing is getting better.]]> http://seekingalpha.com/article/91016-hedge-fund-tracking-tremblant-capital?source=feed#comment-230798 230798
Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

Interesting posts- and great link setup.......

]]> Thu, 14 Aug 2008 23:20:17 -0400
Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

Interesting posts- and great link setup.......

]]> http://seekingalpha.com/article/90256-amex-s-pain-likely-discover-s-gain?source=feed#comment-228346 228346 Mon, 11 Aug 2008 22:33:08 -0400 http://seekingalpha.com/article/90256-amex-s-pain-likely-discover-s-gain?source=feed#comment-228290 228290
]]> Mon, 11 Aug 2008 20:20:30 -0400
]]> http://seekingalpha.com/article/90256-amex-s-pain-likely-discover-s-gain?source=feed#comment-228288 228288
Anyway- moving on- DFS is growing by leaps and bounds I hear they just signed up Harry's used cars in Nebraska- and did some viral marketing and linked up with Maude's stereo shop next door!

On a serious note- as long as default rates are increasing there is no reason to let your money float for another year when you can catch momentum on V. For example, just take a look at the charts over the last couple of months- plenty of action- but with a safety net. If all you did was trade on dips and rallies and took profits every on every 5 dollar move you could have done quite well for yourself.

DFS will get a little bump from the MA/V settelement action. The lawsuit is going to trial in September. I still think this will settle this month (pre-trial). Now if that happens DFS will get a nice little bump. Is that the 'trick up the sleeve' frank- bullish on DFS because you think they will have a nice little bump this month??

Frank- Let's say you are not Green Cap- what are a few of the other stocks you like right now?]]> Mon, 11 Aug 2008 20:17:34 -0400
Anyway- moving on- DFS is growing by leaps and bounds I hear they just signed up Harry's used cars in Nebraska- and did some viral marketing and linked up with Maude's stereo shop next door!

On a serious note- as long as default rates are increasing there is no reason to let your money float for another year when you can catch momentum on V. For example, just take a look at the charts over the last couple of months- plenty of action- but with a safety net. If all you did was trade on dips and rallies and took profits every on every 5 dollar move you could have done quite well for yourself.

DFS will get a little bump from the MA/V settelement action. The lawsuit is going to trial in September. I still think this will settle this month (pre-trial). Now if that happens DFS will get a nice little bump. Is that the 'trick up the sleeve' frank- bullish on DFS because you think they will have a nice little bump this month??

Frank- Let's say you are not Green Cap- what are a few of the other stocks you like right now?]]> http://seekingalpha.com/article/90011-why-visa-got-spanked?source=feed#comment-227965 227965
I hope you begin to understand the art of taking profits. My argument with you has always been about time frame. Parabolic moves create a profit taking opp, as do steep corrections. FYI- I am 100% focused on RESOURCE STOCKS RIGHT NOW- see my blogs (posted above). There are some INCREDIBLE buying opps forming right now. But it was you recommending that people buy comm stocks a month ago when I was telling people to either not to get in or to take profits.

Good Luck To You]]> Mon, 11 Aug 2008 13:54:41 -0400
I hope you begin to understand the art of taking profits. My argument with you has always been about time frame. Parabolic moves create a profit taking opp, as do steep corrections. FYI- I am 100% focused on RESOURCE STOCKS RIGHT NOW- see my blogs (posted above). There are some INCREDIBLE buying opps forming right now. But it was you recommending that people buy comm stocks a month ago when I was telling people to either not to get in or to take profits.

Good Luck To You]]> http://seekingalpha.com/article/90011-why-visa-got-spanked?source=feed#comment-227716 227716 Mon, 11 Aug 2008 10:18:49 -0400 http://seekingalpha.com/article/90256-amex-s-pain-likely-discover-s-gain?source=feed#comment-227654 227654
Also- since you didn't want to come clean about who you are I am going to have to pull the cover. Anyone that has been reading Visa and MasterCard posts for some time will recognize the writing style of Frank Rong as that of GreenCapital (who then went on to become MATRADER). Notice that MA Trader stopped posting on his blog at the same time Frank Rong first appeared. Notice that GreenCapital stopped posting on Seeking Alpha when he re-invented himself as MA TRADER.

I repeatedly attempted to communicate with Ma/green cap- and asked him why he was 100% anonymous if he was an author of an investing blog. He never gave me the answer but continued to repeat that he would 'let me know who he was'. After losing the MA/V battle we now have Mr. Rong. , who by the way- ALSO goes by yet another handle called starting with 'MOJO'. I can't believe I was the only one to pick this up yet....

I noticed it when arguing with him over AXP/DFS vs. V. I could see the same semi-broken English and use of slang 'cherry' valuations. The only thing 'Frank' hasn't done is the old DFS will 'spit-chew-crush-etc' (which was a green cap trademark). BUT- the speech pattern is the same.

So- either Frank is helping to developing content for Seeking Alpha and is just taking the contra side of the V trade as it makes for solid traffic- or he is actually delusional enough to believe that DFS is a solid company (either scenario being sad- but both being deceitful).

Frank- give it up- you are green cap/ma trader. I see your cards.
For anyone else that finds this amusing go back to Green Cap and you will see the same syntax and speech patterns.]]> Mon, 11 Aug 2008 09:22:41 -0400
Also- since you didn't want to come clean about who you are I am going to have to pull the cover. Anyone that has been reading Visa and MasterCard posts for some time will recognize the writing style of Frank Rong as that of GreenCapital (who then went on to become MATRADER). Notice that MA Trader stopped posting on his blog at the same time Frank Rong first appeared. Notice that GreenCapital stopped posting on Seeking Alpha when he re-invented himself as MA TRADER.

I repeatedly attempted to communicate with Ma/green cap- and asked him why he was 100% anonymous if he was an author of an investing blog. He never gave me the answer but continued to repeat that he would 'let me know who he was'. After losing the MA/V battle we now have Mr. Rong. , who by the way- ALSO goes by yet another handle called starting with 'MOJO'. I can't believe I was the only one to pick this up yet....

I noticed it when arguing with him over AXP/DFS vs. V. I could see the same semi-broken English and use of slang 'cherry' valuations. The only thing 'Frank' hasn't done is the old DFS will 'spit-chew-crush-etc' (which was a green cap trademark). BUT- the speech pattern is the same.

So- either Frank is helping to developing content for Seeking Alpha and is just taking the contra side of the V trade as it makes for solid traffic- or he is actually delusional enough to believe that DFS is a solid company (either scenario being sad- but both being deceitful).

Frank- give it up- you are green cap/ma trader. I see your cards.
For anyone else that finds this amusing go back to Green Cap and you will see the same syntax and speech patterns.]]> http://seekingalpha.com/article/90011-why-visa-got-spanked?source=feed#comment-227617 227617
Frank this site is about helping our fellow investor I am here to help you and the other DELUSIONAL DOUBTERS OF V. What you and your 'kin' are suffering from is actually a disease so we can't hold you responsible for your erratic behavior or impulsive thoughts. The good news is that there is a cure for your condition. You need to immediately step away from the keyboard Frank. The following link should help you and your fellow man understand what you are dealing with:

Delusional disorder

Delusional disorder is a psychiatric diagnosis denoting a psychotic mental illness that involves holding one or more non-bizarre delusions in the absence of any other significant psychopathology (signs or symptoms of mental illness). In particular, a person with delusional disorder has never met any other criteria for schizophrenia and does not have any marked hallucinations, although tactile (touch) or olfactory (smell) hallucinations may be present if they are related to the theme of the delusion.

A person with delusional disorder can be quite functional and does not tend to show any odd or bizarre behavior aside from these delusions. "Despite the encapsulation of the delusional system and the relative sparing of the personality, the patient's way of life is likely to become more and more overwhelmed by the dominating effect of the abnormal beliefs". (Munro, 1999)

Frank- get help while you still can. We will be here for you when you get back. Also technology has changed since the 70s we have a little thing called a spell -checker now and it is a nifty tool!

Your friend, a humble man (had to say that - afraid you would 'eat me for lunch')

]]> Mon, 11 Aug 2008 09:03:57 -0400
Frank this site is about helping our fellow investor I am here to help you and the other DELUSIONAL DOUBTERS OF V. What you and your 'kin' are suffering from is actually a disease so we can't hold you responsible for your erratic behavior or impulsive thoughts. The good news is that there is a cure for your condition. You need to immediately step away from the keyboard Frank. The following link should help you and your fellow man understand what you are dealing with:

Delusional disorder

Delusional disorder is a psychiatric diagnosis denoting a psychotic mental illness that involves holding one or more non-bizarre delusions in the absence of any other significant psychopathology (signs or symptoms of mental illness). In particular, a person with delusional disorder has never met any other criteria for schizophrenia and does not have any marked hallucinations, although tactile (touch) or olfactory (smell) hallucinations may be present if they are related to the theme of the delusion.

A person with delusional disorder can be quite functional and does not tend to show any odd or bizarre behavior aside from these delusions. "Despite the encapsulation of the delusional system and the relative sparing of the personality, the patient's way of life is likely to become more and more overwhelmed by the dominating effect of the abnormal beliefs". (Munro, 1999)

Frank- get help while you still can. We will be here for you when you get back. Also technology has changed since the 70s we have a little thing called a spell -checker now and it is a nifty tool!

Your friend, a humble man (had to say that - afraid you would 'eat me for lunch')

]]> http://seekingalpha.com/article/90011-why-visa-got-spanked?source=feed#comment-227445 227445
Whatever glimmer of credibility you may have had with anyone is now 100% out the window.

I don't know if anyone else has read your rambling, misspelled rantings- but you must have more than one screw loose....

For someone that claims to be a professional I would assume that you might actually be able to spell for starters !?

Anyone that wants to take a look at the past need not look any further than the blog: (Frank posted as Knightowl)

www.visawinners.com

They can take a look at your posts- and then take a look at how I constantly had to correct you. You are delusional and think that the world is coming to an end and that oil is going past 200$. We simply can't have conspiracy theorists represent our blog as a member (which is why we had to remove you- not because you disagree with us or that we are practicing 'thought control').

Judging by your rant I think the only 'thought control' taking place is courtesy of Jack Daniels. Have another swig on me- it will help you make it past the apocalypse.

If you look at the e-mail you posted today - what does it say delusional man?? That the problems we will face in the future 2011/12 will be much greater than what we are facing today. I stand by that statement. What else did I say about resources? That I agree that resource stocks are the way to go long term but that we were headed for a correction and that ag/fertilizer/oil/and the entire commodities sector was overpriced.

But the nice thing about the web is that it is all on the blog. Like I said before Frank - you can't hide from the facts. What else did I say in my e-mails that we were going to take 1000s of pages of content and make it available to investors- and provide a better forum than is out there- and this is still the case. What we will not include are people that think they know something because they opened up an e-trade account three years ago and think they know something.

I am finding all of these Internet battles comical. You can say what you want about me but I've owned two brokerages, raised over 100,000,000. in private capital for various ventures I've worked on, taken a company public, and work on Wall Street- own a company and am in the game. The only freaks that seem to insult me have no track record, are either computer nerds with personality disorders, or delusional freaks like you.

My work is on the web and I'm proud of it:

www.visawinners.com

www.southamericanstock...

www.virtualwallstreet....

www.empirestateventure...

(and a few others that are for investors only)

I welcome anyone and everyone to take a look at some of the projects I'm working on and make your own decision as to who has more credibility.
]]> Mon, 11 Aug 2008 00:39:09 -0400
Whatever glimmer of credibility you may have had with anyone is now 100% out the window.

I don't know if anyone else has read your rambling, misspelled rantings- but you must have more than one screw loose....

For someone that claims to be a professional I would assume that you might actually be able to spell for starters !?

Anyone that wants to take a look at the past need not look any further than the blog: (Frank posted as Knightowl)

www.visawinners.com

They can take a look at your posts- and then take a look at how I constantly had to correct you. You are delusional and think that the world is coming to an end and that oil is going past 200$. We simply can't have conspiracy theorists represent our blog as a member (which is why we had to remove you- not because you disagree with us or that we are practicing 'thought control').

Judging by your rant I think the only 'thought control' taking place is courtesy of Jack Daniels. Have another swig on me- it will help you make it past the apocalypse.

If you look at the e-mail you posted today - what does it say delusional man?? That the problems we will face in the future 2011/12 will be much greater than what we are facing today. I stand by that statement. What else did I say about resources? That I agree that resource stocks are the way to go long term but that we were headed for a correction and that ag/fertilizer/oil/and the entire commodities sector was overpriced.

But the nice thing about the web is that it is all on the blog. Like I said before Frank - you can't hide from the facts. What else did I say in my e-mails that we were going to take 1000s of pages of content and make it available to investors- and provide a better forum than is out there- and this is still the case. What we will not include are people that think they know something because they opened up an e-trade account three years ago and think they know something.

I am finding all of these Internet battles comical. You can say what you want about me but I've owned two brokerages, raised over 100,000,000. in private capital for various ventures I've worked on, taken a company public, and work on Wall Street- own a company and am in the game. The only freaks that seem to insult me have no track record, are either computer nerds with personality disorders, or delusional freaks like you.

My work is on the web and I'm proud of it:

www.visawinners.com

www.southamericanstock...

www.virtualwallstreet....

www.empirestateventure...

(and a few others that are for investors only)

I welcome anyone and everyone to take a look at some of the projects I'm working on and make your own decision as to who has more credibility.
]]> http://seekingalpha.com/article/90011-why-visa-got-spanked?source=feed#comment-226560 226560
Ok- mr. bill i don't know it all- FAR FROM IT. I'll tell you one of my mistakes this year- shorting oil twice and missing the target (once at 110 and again at 125). OK?? I don't know it all- but I never said I did. But even I wasn't foolish enough to tell people to rush into oil at 147, and I was entirely accurate about the price movement downaward eventually as a result of demand destruction. I also warned people about the commodities correction (although long-term I am VERY bullish on all resource sectors).

HT5- You guys keep saying that V got spanked and beat down yet the stock went public less than 5 months ago and is close to 30 dollars above its offer price !! Where is the beat down?? Why don't you take a look at the market across-the-board and tell me how many stocks have done better than that in the last 5 months?? V would have seen 100$ by the end of the summer had a 'perfect storm' of events not taken place in rapid succession. No financial model could have factored a 50 dollar first half increase in the price of crude- and a parabolic commodity move to all time highs in many ag, metals, and resources.

To those of you that want to understand why the co has not done better: WE ARE IN A BEAR MARKET!!

Lets put it this way- I would love to hear from anyone on this board that didn't play tech/banking/oil/ag/co... the wrong way this year. But what I'm saying about our friend the author is that 90% of his opinions (including the one about my blog) have been wrong, but 90% of mine have been right.

As far as making money on V- I'm not writing about V because I have stopped trading the stock- simple as that. I am taking advantage of the intra-cycle resource sector because one thing Frank and I do agree on is the long term potential of resources (our disagreement is on timing). But when I did trade V- it was a no-brainer. You could have been buying on dips and selling on rallies - and taking profits on each 5 dollar swing ALL DAY LONG>>> without the risk of the floor dropping out from underneath you (like an IPI)- (and that is exactly what I did).

Bottom line- If someone takes a whack at me - I'll defend myself. Thats it. Frank's article simply is not accurate. ]]> Fri, 08 Aug 2008 20:48:51 -0400
Ok- mr. bill i don't know it all- FAR FROM IT. I'll tell you one of my mistakes this year- shorting oil twice and missing the target (once at 110 and again at 125). OK?? I don't know it all- but I never said I did. But even I wasn't foolish enough to tell people to rush into oil at 147, and I was entirely accurate about the price movement downaward eventually as a result of demand destruction. I also warned people about the commodities correction (although long-term I am VERY bullish on all resource sectors).

HT5- You guys keep saying that V got spanked and beat down yet the stock went public less than 5 months ago and is close to 30 dollars above its offer price !! Where is the beat down?? Why don't you take a look at the market across-the-board and tell me how many stocks have done better than that in the last 5 months?? V would have seen 100$ by the end of the summer had a 'perfect storm' of events not taken place in rapid succession. No financial model could have factored a 50 dollar first half increase in the price of crude- and a parabolic commodity move to all time highs in many ag, metals, and resources.

To those of you that want to understand why the co has not done better: WE ARE IN A BEAR MARKET!!

Lets put it this way- I would love to hear from anyone on this board that didn't play tech/banking/oil/ag/co... the wrong way this year. But what I'm saying about our friend the author is that 90% of his opinions (including the one about my blog) have been wrong, but 90% of mine have been right.

As far as making money on V- I'm not writing about V because I have stopped trading the stock- simple as that. I am taking advantage of the intra-cycle resource sector because one thing Frank and I do agree on is the long term potential of resources (our disagreement is on timing). But when I did trade V- it was a no-brainer. You could have been buying on dips and selling on rallies - and taking profits on each 5 dollar swing ALL DAY LONG>>> without the risk of the floor dropping out from underneath you (like an IPI)- (and that is exactly what I did).

Bottom line- If someone takes a whack at me - I'll defend myself. Thats it. Frank's article simply is not accurate. ]]> http://seekingalpha.com/article/90011-why-visa-got-spanked?source=feed#comment-226112 226112
Friday, July 11, 2008
One Member's View on Petrohawk (Frank Maura Post)

The independent oil and nautral gas companies have prosper in this market. Many have double and tripled in a matter of months. One of my favorites among many has been PetroHawk. While it has an outragously high P/E, P/E going forward should be much better.

But with oil creeping close to 150 and higher it is one of a few plays right now. So far for me, I bought at 33 and it is close to 50. I predict it will eventually hit 65 or better. But that is just my prediction and I could be wrong. Do your own analysis and decide.

(Frank recommending a BUY at 140 + oil)

Saturday, July 12, 2008 (Frank Marau Post

One Member's Pessimistic Views on Q2 and Q3.


Wow. IndyMac is taken over by the Feds. We really need to put our minds together for a viable game plan in the second half because things are REALLY going to get scary. Here is what may happen:

Much higher oil prices
Increase commodity prices
The Dow below 9000
Gold above 1000
A winter never seen before (higher fuel costs)


Here is Frank - a month ago, again pitching higher commodity and oil and gold prices.

Wednesday, July 9, 2008 (Frank Maura Post)
Visa and Commodities Rule!!!

Great upgrades for coal and potash. Getting back profits lost. Volatile market but what isn't in this schizoid market.


VISA LONG AND STRONG
COMMODITIES LONG AND STRONG
Frank - again pitching fertilizer cos, and commodities (while I was warning people against it)

Tuesday, July 1, 2008 (Frank Maura Post)
Why commodities will be a play for at least a year

Here are points to consider:
Financials will be a mess for at least a year
Oil will continue to rise, especially with Israeli/Iran tensions
Inflation will continue to rise
Most will flock to commodities as a safe haven
The dollar continues to weaken
The beaten down sectors will be a bargain and will rise again in about a year or so. But commodities rise is simply not just a speculative issue. Many forces have finally caught up with the laws of supply and demand, and commodities rise is a factor of population growth, rising third world countries wanting their own piece of the pie, poor planning for alternative fuels, and Middle Eastern oil supply concerns.
The financials, housing, and credit sectors will take at least one more year to recover. I see commodities as the best hedge on inflation problems and great investment opportunities. In other sectors, I only own Visa, the safest play in a recession.

Frank- telling people on July 1- that they should buy commodities and oil.

I could go on and on....but check it out for yourselves. He was pitching IPI as if it was gold-

He was posting on my blog as Knightowl1953

Each and evey time he would post or comment I would correct him which you can see for yourself by checking out my blog. One thing about the internet there is no running from your earlier posts Frank. Any more insults Frank??

]]> Fri, 08 Aug 2008 12:03:35 -0400
Friday, July 11, 2008
One Member's View on Petrohawk (Frank Maura Post)

The independent oil and nautral gas companies have prosper in this market. Many have double and tripled in a matter of months. One of my favorites among many has been PetroHawk. While it has an outragously high P/E, P/E going forward should be much better.

But with oil creeping close to 150 and higher it is one of a few plays right now. So far for me, I bought at 33 and it is close to 50. I predict it will eventually hit 65 or better. But that is just my prediction and I could be wrong. Do your own analysis and decide.

(Frank recommending a BUY at 140 + oil)

Saturday, July 12, 2008 (Frank Marau Post

One Member's Pessimistic Views on Q2 and Q3.


Wow. IndyMac is taken over by the Feds. We really need to put our minds together for a viable game plan in the second half because things are REALLY going to get scary. Here is what may happen:

Much higher oil prices
Increase commodity prices
The Dow below 9000
Gold above 1000
A winter never seen before (higher fuel costs)


Here is Frank - a month ago, again pitching higher commodity and oil and gold prices.

Wednesday, July 9, 2008 (Frank Maura Post)
Visa and Commodities Rule!!!

Great upgrades for coal and potash. Getting back profits lost. Volatile market but what isn't in this schizoid market.


VISA LONG AND STRONG
COMMODITIES LONG AND STRONG
Frank - again pitching fertilizer cos, and commodities (while I was warning people against it)

Tuesday, July 1, 2008 (Frank Maura Post)
Why commodities will be a play for at least a year

Here are points to consider:
Financials will be a mess for at least a year
Oil will continue to rise, especially with Israeli/Iran tensions
Inflation will continue to rise
Most will flock to commodities as a safe haven
The dollar continues to weaken
The beaten down sectors will be a bargain and will rise again in about a year or so. But commodities rise is simply not just a speculative issue. Many forces have finally caught up with the laws of supply and demand, and commodities rise is a factor of population growth, rising third world countries wanting their own piece of the pie, poor planning for alternative fuels, and Middle Eastern oil supply concerns.
The financials, housing, and credit sectors will take at least one more year to recover. I see commodities as the best hedge on inflation problems and great investment opportunities. In other sectors, I only own Visa, the safest play in a recession.

Frank- telling people on July 1- that they should buy commodities and oil.

I could go on and on....but check it out for yourselves. He was pitching IPI as if it was gold-

He was posting on my blog as Knightowl1953

Each and evey time he would post or comment I would correct him which you can see for yourself by checking out my blog. One thing about the internet there is no running from your earlier posts Frank. Any more insults Frank??

]]> http://seekingalpha.com/article/90011-why-visa-got-spanked?source=feed#comment-225952 225952
Visa Winners DID disclose risk - and is simply a forum for Visa investors. We put the information out there and let people make their own decisions.

But since you chose to insult our blog- Let's take a look at your track record:

You were pitching IPI to "only go up" at 75$ a share when I was not only warning people of the coming commodities correction- and the fact that IPI was a bunch of recycled mines and is not a Potash or Mosaic. Since then IPI is $44 (down $30).

At 140$ a barrel- you were saying that "oil is only going to go up"- and I was warning people that a correction was due- if, for no other reason- than demand destruction.

With commodities prices peaking across the board in ag, metals, and oil- you were, again proclaiming that "commodities prices were only go up" while I was warning people that we would experience a sharp reversal and that the entire sector was overbought and overpriced.

Visa IS NOT A FINANCIAL- but, again this shows just how little you know about the stock.

In short- since I have known you every single claim you made has been WRONG!

But again, Seeking Alpha has a history of letting anyone with a computer post an article.]]> Fri, 08 Aug 2008 10:05:30 -0400
Visa Winners DID disclose risk - and is simply a forum for Visa investors. We put the information out there and let people make their own decisions.

But since you chose to insult our blog- Let's take a look at your track record:

You were pitching IPI to "only go up" at 75$ a share when I was not only warning people of the coming commodities correction- and the fact that IPI was a bunch of recycled mines and is not a Potash or Mosaic. Since then IPI is $44 (down $30).

At 140$ a barrel- you were saying that "oil is only going to go up"- and I was warning people that a correction was due- if, for no other reason- than demand destruction.

With commodities prices peaking across the board in ag, metals, and oil- you were, again proclaiming that "commodities prices were only go up" while I was warning people that we would experience a sharp reversal and that the entire sector was overbought and overpriced.

Visa IS NOT A FINANCIAL- but, again this shows just how little you know about the stock.

In short- since I have known you every single claim you made has been WRONG!

But again, Seeking Alpha has a history of letting anyone with a computer post an article.]]> http://seekingalpha.com/article/88925-upbeat-outlook-for-credit-card-backed-securities-s-p?source=feed#comment-223608 223608
Listen-I have said my final piece on V- am moving onto some other sectors. I am working now on our other blogs (which I won't post here as they have nothing to do with V). Just wanted to say that it has been a lot of fun- (and a great distraction from market turmoil) to talk about V the past few months).

I wish all of you holding V/MA/AXP- etc... (and other stocks)- best of luck in the second half of the year. God knows we could all use some luck right now.

Jon]]> Tue, 05 Aug 2008 20:58:21 -0400
Listen-I have said my final piece on V- am moving onto some other sectors. I am working now on our other blogs (which I won't post here as they have nothing to do with V). Just wanted to say that it has been a lot of fun- (and a great distraction from market turmoil) to talk about V the past few months).

I wish all of you holding V/MA/AXP- etc... (and other stocks)- best of luck in the second half of the year. God knows we could all use some luck right now.

Jon]]> http://seekingalpha.com/article/89077-the-long-case-for-american-express?source=feed#comment-223604 223604
Final thoughts: Visa is a great long term play- and I have no doubts about that. Wish you all the best of luck on all your holdings and making it through the rest of the year in one piece!

GOOD LUCK]]> Tue, 05 Aug 2008 20:55:28 -0400
Final thoughts: Visa is a great long term play- and I have no doubts about that. Wish you all the best of luck on all your holdings and making it through the rest of the year in one piece!

GOOD LUCK]]> http://seekingalpha.com/article/89151-visa-positioned-for-strong-international-growth?source=feed#comment-223600 223600
Good Luck to all.....

Jon]]> Tue, 05 Aug 2008 20:53:07 -0400
Good Luck to all.....

Jon]]> http://seekingalpha.com/article/89151-visa-positioned-for-strong-international-growth?source=feed#comment-223187 223187
www.visawinners.com]]> Tue, 05 Aug 2008 11:29:41 -0400
www.visawinners.com]]> http://seekingalpha.com/article/89077-the-long-case-for-american-express?source=feed#comment-223127 223127
There model is not broken- agree 100% - and their default rates are actually reasonable- BUT- you must be willing to sit on your shares- and I repeat the same question; WHY??

Why would you want to do so- when you can actually make money. You will have months to move into AXP- there is no rush. If anything- why not just buy some LEAPS on AXP if you really want to sit on the shares- without tying up all your capital?

V is still a much better buy right now.]]> Tue, 05 Aug 2008 10:39:14 -0400
There model is not broken- agree 100% - and their default rates are actually reasonable- BUT- you must be willing to sit on your shares- and I repeat the same question; WHY??

Why would you want to do so- when you can actually make money. You will have months to move into AXP- there is no rush. If anything- why not just buy some LEAPS on AXP if you really want to sit on the shares- without tying up all your capital?

V is still a much better buy right now.]]> http://seekingalpha.com/article/88707-why-i-m-still-out-of-mastercard-and-visa?source=feed#comment-223114 223114
One thing I can't figure out about so many of you is why you can't wrap your arms around the safety net that V offers instead of taking uneccesary risk trading a 'fad' stock like an IPI.

If, all you had done is buy and sell on every 5$ price movement on V since day one- you could have easily had 50 solid (and easy trades) under your belt. Is anyone naive enough to think the floor is going to fall out on V- and suddenly the shares will be trading in the 50s??

Once again- we see a post about a one hit wonder while ignoring the fact that you have a solid base from which to exprerience multiple profits without the risk associated with many of today's sectors (tech/energy/banking/m...

]]> Tue, 05 Aug 2008 10:31:53 -0400
One thing I can't figure out about so many of you is why you can't wrap your arms around the safety net that V offers instead of taking uneccesary risk trading a 'fad' stock like an IPI.

If, all you had done is buy and sell on every 5$ price movement on V since day one- you could have easily had 50 solid (and easy trades) under your belt. Is anyone naive enough to think the floor is going to fall out on V- and suddenly the shares will be trading in the 50s??

Once again- we see a post about a one hit wonder while ignoring the fact that you have a solid base from which to exprerience multiple profits without the risk associated with many of today's sectors (tech/energy/banking/m...

]]> http://seekingalpha.com/article/89077-the-long-case-for-american-express?source=feed#comment-223096 223096
You could literally wait until the end of the year- and jump in with little to no loss of profit in the meantime. So if you want to buy the stock cheap and sit on it- yes, the author is right- AXP is a good buy.

Or, you could buy V shares right now - in the 73 range- and actually make money on your investment- It is entirely up to you.]]> Tue, 05 Aug 2008 10:19:42 -0400
You could literally wait until the end of the year- and jump in with little to no loss of profit in the meantime. So if you want to buy the stock cheap and sit on it- yes, the author is right- AXP is a good buy.

Or, you could buy V shares right now - in the 73 range- and actually make money on your investment- It is entirely up to you.]]> http://seekingalpha.com/article/88175-card-issuers-facts-and-fictions?source=feed#comment-222880 222880
Is that if Amex stands a chance against V/MA- it should merge with DFS- and go heavy into debit- and global markets.

DFS as a stand-alone play is weak and picking up Diners was a non-event.

All cos will have to negotiate- this will be a necessity going forward whether voluntarily or not. That is why the multiple revenue streams and modes that V is developing, in addition to its investor base and debit platform makes it the clear cut winner in the plasic revolution.

First mover advantage is so entrenched that DFS has already lost the battle and will never be a real player.

Frank/Mojo- Do you really believe your position or are you just offering a contra argument for some other strange reason?

]]> Tue, 05 Aug 2008 02:46:53 -0400
Is that if Amex stands a chance against V/MA- it should merge with DFS- and go heavy into debit- and global markets.

DFS as a stand-alone play is weak and picking up Diners was a non-event.

All cos will have to negotiate- this will be a necessity going forward whether voluntarily or not. That is why the multiple revenue streams and modes that V is developing, in addition to its investor base and debit platform makes it the clear cut winner in the plasic revolution.

First mover advantage is so entrenched that DFS has already lost the battle and will never be a real player.

Frank/Mojo- Do you really believe your position or are you just offering a contra argument for some other strange reason?

]]> http://seekingalpha.com/article/88528-how-much-credit-is-too-much-where-amex-went-wrong?source=feed#comment-222879 222879 Tue, 05 Aug 2008 02:40:39 -0400