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Simont

Simont
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  • Annaly Capital: When The CEO Buys $1 Millon In Shares, I Listen [View article]
    Thornburg, same as ACAS, and many others, were caught in the 2008 financial melt down. Otherwise Thornburg was a very solid company with good management. ACAS came back, although it is FAR from its $40 peak, while Thronburg was taken over by its over-greedy creditors and was dismantled. Unless you see a 2008-like financial market freeze on the horizon Thornbug's fate has nothing to do with NLY today. I personally prefer ACAS to NLY today (unless the goal is dividend, of course).
    Aug 17 02:43 AM | Likes Like |Link to Comment
  • Annaly Capital: When The CEO Buys $1 Millon In Shares, I Listen [View article]
    That is a LOT. Compared to that spending $1M on her company's stock is a pittance, or a rounding error. I would certainly not buy NLY based on this.
    Aug 17 02:35 AM | Likes Like |Link to Comment
  • Update: Sandstorm Gold's Q2 Earnings [View article]
    "want to be a buyer at around $5 - $5.50. "

    Good luck with that! :-)
    Aug 15 02:26 AM | 2 Likes Like |Link to Comment
  • Intel, TSMC, Samsung, Apple: Who's On First? [View article]
    The personal attacks in the semiwiki piece are unprofessional and disgusting.
    Jun 27 06:21 AM | 7 Likes Like |Link to Comment
  • Micron: The Train Is Leaving The Station [View article]
    It will, 3-5 years from now.
    Jun 26 02:21 AM | Likes Like |Link to Comment
  • GE: Why I'm Bullish [View article]
    Sammy' piece is based on data, your response is based purely on emotions. I wonder which is more credible....NOT.
    Jun 25 05:21 PM | 16 Likes Like |Link to Comment
  • GLD: Maybe It's Time To Go Long? [View article]
    Have you ever wondered whether most of technical analysis, including the Eliot Wave theory, is just the invention of short term speculators to move the market so that they can make money?
    Jun 23 08:31 PM | 1 Like Like |Link to Comment
  • Intel: Perception Vs. Reality [View article]
    I do not see how your thesis would work. If TSMC and GFI are willing to ship leading edge wafers at low margin they will not have the money to invest in the new processes/fabs their customers need to stay competitive. Hence, they may be able to do what you say for a short time but at the end of that short time they will be out of business.
    Jun 19 01:42 AM | 2 Likes Like |Link to Comment
  • I Sold High-Yielding Blackstone Out Of My Growth Portfolio [View article]
    Somehow I see noting in the author's argument to support his sell conclusion.
    Jun 12 04:05 PM | Likes Like |Link to Comment
  • What Is Going On At Intel? [View article]
    Based on what metric?
    Jun 3 01:03 AM | 1 Like Like |Link to Comment
  • What Is Going On At Intel? [View article]
    You may turn out to be right, but you will miss the time getting back in with just as high probability.
    Jun 3 12:56 AM | 2 Likes Like |Link to Comment
  • What Is Going On At Intel? [View article]
    Thanks a lot for injecting some facts into this mostly speculative and sometimes inexplicably emotional discussion!
    Jun 3 12:52 AM | 2 Likes Like |Link to Comment
  • Altria Will Continue To Flourish And Create Shareholder Value Far Into The Future [View article]
    The problem with e-cigarettes is not that they contain nicotine (some research shows that it is actually not harmful health-wise but has some benefits) but the unknown and undeclared high number of additives which are inhaled with the vapor. There are no such secret additives in a nicotine patch. Hence, e-cigarettes may turn out to be as harmful (when the companies will be finally forced to disclose these additives) as real cigarettes. Furthermore, I am pretty sure that progressive states like California and others will ban e-cigarettes in public places, as they should. I experienced a major argument the other day at a restaurant we frequent when a patron smoked an e-cigarette. Many other diners complained and some left.
    Jun 1 11:08 PM | Likes Like |Link to Comment
  • Dismantling Herbalife's Bizarre New PR Effort [View article]
    But how could they reassure them without giving them some numbers?
    May 28 04:44 AM | Likes Like |Link to Comment
  • Dismantling Herbalife's Bizarre New PR Effort [View article]
    You can bet they will complain IF HL turns out to be a pyramid scheme and they lose their shirt.
    May 28 04:31 AM | Likes Like |Link to Comment
COMMENTS STATS
307 Comments
384 Likes