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adenovir

adenovir
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  • These 2 Deep Value Stocks Have Significant Upside Potential And Could Be A Way To Play Defense [View article]
    The article doesn't mention that the reason for the pullback is new capital requirements for the mortgage insurers that were recently proposed. These requirements would require GNW to raise somewhere in the neighborhood of $400-500M in capital. The good news is they already have this cash from the Australian IPO. The even better news is that the comment period continues until Sept 8th and there is plenty of opportunity to loosen these capital requirements. You can be sure the other mortgage insurers such as RDN and MTG will be lobbying hard for such a change. If this rule is loosened look for a very big gain in GNW and even if it isn't, the worst case scenario is already priced in.
    Jul 20 10:31 AM | Likes Like |Link to Comment
  • U.S. Employment, In Plain English [View article]
    So the S&P was in the 1300s when you wrote this. Where is it now? The LPR continues to fall for structural reasons as more baby boomers retire and the stock market continues to rise. Hope you bailed out of your short.
    May 2 03:51 PM | Likes Like |Link to Comment
  • The Method To Bank Of America's Madness [View article]
    While I agree with the sentiment in your post and I'm long BAC via a Jan 2015 call spread, I can guarantee you the stock won't sell off on Monday...the market is closed due to Presidents' Day.
    Feb 15 08:08 AM | 5 Likes Like |Link to Comment
  • Private mortgage insurance returns to jumbo loans [View news story]
    For years after a bubble, everyone looks for a repeat in the same space and it never happens. The bubble occurs elsewhere where no one else expects it. (Disclosure: Long GNW).
    Jan 2 02:23 PM | Likes Like |Link to Comment
  • Amazon's Declining Trading Volume [View article]
    How about looking at the dollar-volume? That's still going up.
    Dec 23 08:30 AM | 2 Likes Like |Link to Comment
  • "So bonds (TLT, TBT) come out of their coffin and it's not even Halloween," tweets Bill Gross (BOND). "Bernanke says follow the policy rate and we agree. 2016 tightening at the earliest." Treasurys completed one of their biggest two-week rallies in a year last week as Bernanke assured investors the Fed has not yet decided to begin tapering asset purchases. January 2016 Fed Funds futures are pricing in nearly 100 bps of rate hikes between now and then. [View news story]
    Except that we've left the trillion dollar deficits behind.
    Jul 21 11:10 PM | Likes Like |Link to Comment
  • How The Experts Were Wrong: Gold Failed To Hold $1,400 And The Taylor Rule [View article]
    I have some gold as part of a balanced portfolio and yet I agree with the author. Inflation is too much money chasing too few goods. Until demand rises, there will be no "chasing" and therefore no inflation. The fed doesn't want (hyper-) inflation and will fight it, should it arise. That is something they know how to do. My advice is to not let ideology dictate your investing strategy and instead use logic. You'll be better off for it.
    May 31 07:25 PM | 6 Likes Like |Link to Comment
  • The Truth Behind Apple's Numbers [View article]
    Even if you only include companies with market caps of $1B+ you still have the same problem - there's more than an order of magnitude of difference between some of them. Looking at the data, there's no way to draw a line of best fit anywhere. How about plotting ROIC vs. P/E, comparing a ratio to a ratio, which factors out market cap?
    May 25 08:56 AM | Likes Like |Link to Comment
  • The Truth Behind Apple's Numbers [View article]
    You can't compare a ratio (ROIC) to an number (Market Cap). I couldn't read any further than that. What if you had a tiny company with a sky-high ROIC? Should its market cap be in the $100 billions if they only had $1M in earnings? Of course not.
    May 24 08:02 AM | Likes Like |Link to Comment
  • Short interest in the High Yield Corporate Bond ETF (HYG) spiked 52% in as one fixed income manager after another said the bell is tolling for the junk bond sector. Bill Gross, however, is adding to his high-yield holdings even as he cuts exposure to Treasurys, emerging markets, and MBS. [View news story]
    The only asset class that's not in a bubble is cash.
    Mar 12 10:39 AM | 1 Like Like |Link to Comment
  • How Inflation Could Happen In The U.S. [View article]
    The electoral college should be abolished, on that we agree.

    See here: http://bit.ly/ZIyadX

    On the other hand, Obama won by more than 3% and nearly 5 million votes. By historical standards that's not "barely" winning. Confirmation bias is alive and well.
    Feb 27 08:04 AM | Likes Like |Link to Comment
  • Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak[View news story]
    I have an iPhone 5 while many of their friends have Galaxy 3's. They still prefer the latter.
    Feb 23 06:27 PM | Likes Like |Link to Comment
  • How Inflation Could Happen In The U.S. [View article]
    GreenRiver, Bravo on your point about confirmation bias. Not only is this kind of bias rampant in the media today, it's also the bane of investors who fail to see what's really happening in the world because they see it through the dark glasses of their own expectations. On the other hand, those of us who understand confirmation bias can continue to use it to our advantage.
    Feb 23 05:11 PM | 4 Likes Like |Link to Comment
  • The Foxconn recruiting freeze hitting Apple (AAPL) in the premarket is not related to a slowdown in iPhone 5 production, reports Bloomberg. Instead it's more about adjustments having to do with the Chinese New Year. Off about 2% earlier, AAPL now -0.8%[View news story]
    The market (in AAPL) can remain irrational longer than you can remain solvent...but if you can stick to your principles, you will be rewarded.
    Feb 20 10:18 AM | 1 Like Like |Link to Comment
  • Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak[View news story]
    My kids, 16 and 19, who both have iPhone4's, told me they want their next phones to be Samsung Galaxy 3s because of the larger screen. I doubt they're the only ones saying this. Are you listening AAPL?
    Feb 5 02:10 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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