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  • Is The S&P 500's 200-Day Providing Some Insight? [View article]
    Hey, @threecheesefondue, thanks for the definition of "lame." Without that, it might be difficult to understand your highly sophisticated refutation of CC's technical analysis.
    Nov 16, 2015. 10:17 PM | Likes Like |Link to Comment
  • Corning's Recent Retreat Is An Excellent Entry Point [View article]
    I'm with you on this one, Arie, for all the reasons that you so clearly lay out. I went long two weeks ago when the price was in the cellar. Thanks for another well-written, well-reasoned article.
    Sep 14, 2015. 10:21 AM | 2 Likes Like |Link to Comment
  • Corning's Recent Retreat Is An Excellent Entry Point [View article]
    @SkyD: " It closed on September 1, 2005 at $19.33." That may be a good reason not to buy it in 2005, but not much of an argument about whether it's a bargain at $17.00 in 2015.

    As for the high beta (2.0), I know that's seen as a detriment by some buy-and-hold and DG investors, but it also represents a broader range of trading opportunity.

    I'll take "whiz-bang" technology and growing market share at a P/E of 8.5. This is a busted stock, not a busted company, and as Arie's article makes clear, currently presents a real opportunity.

    Long GLW at $15.50.
    Sep 14, 2015. 10:14 AM | 5 Likes Like |Link to Comment
  • Capstone Infrastructure: Undervalued Power And Infrastructure Company Offers Significant Upside [View article]
    Excellent analysis, SRH. I'm glad you mentioned the management, who don't often get recognized for their abilities. Their acquisitions have been excellent, and they have negotiated very well with regulatory bodies and provincial governments. And when negotiation hasn't worked, the company has filed and won some strategic, well-reasoned cases.

    I bought MCQPF when it dropped to 2.50 USD, and added more when it declined another 10%. The Canadian dollar [CAD] may have another 20% to drop against the dollar, but if it does I'll add more MCQPF. With strong management, long-term power purchase agreements, a growth industry, and the eventual rebound of the Canadian dollar, I think there's a lot of potential upside here, with an attractive div while we wait.
    Thanks for the article, Spy Hill; you have a new follower.
    Sep 4, 2015. 11:52 AM | 1 Like Like |Link to Comment
  • Why Energy ETFs Are Now A No-No For Wealth-Building Investors [View article]
    Wow, @Placebo, if you actually do give investment advice, I hope you read 10-Qs more carefully than you read this article.
    Aug 29, 2015. 08:15 PM | 1 Like Like |Link to Comment
  • Prospect Capital: Q4 2015 Update - 4 Critical Issues [View article]
    re: "Why doesn't Prospect use PWC / Deloitte / E&Y instead of BDO? Is Lincoln the cheapest investment bank to do independent 3rd party valuations? How is it so off from competitors? What do competitors use?"

    @Cauchy: Those would have been good questions for you to research before you posted this article. Although it's always easier to imply some conspiracy.

    Disclosure: small holding of PSEC (1% of portfolio)
    Aug 29, 2015. 03:46 PM | 6 Likes Like |Link to Comment
  • Dynex Capital: Still A Solid Buy At Sale Prices [View article]
    A good discussion of the current situation, CWM. The stock buybacks should help reduce the discount to book value, and also restore some investor confidence in management. (Although I'll bet you'll get plenty of comments from those who don't trust the management.)
    Aug 28, 2015. 02:51 PM | 3 Likes Like |Link to Comment
  • Tesla Announces Model S Cars Get Driven Less Than What The Average U.S. Driver Drives [View article]
    Thanks, @Paulo Santos: Readers can always rely on your articles and your comments to be a snark-fest. Solid investment advice, not so much. And adding to the hilarity this time was your statement "I didn't mean to write an article on Tesla so soon." Now that's funny!

    No position in TSLA, but short patience for click-bait.
    Jun 27, 2015. 03:42 PM | 2 Likes Like |Link to Comment
  • Prospect Capital - Lies, Distortions And The Truth [View article]
    @milbank: Well, this is definitely strange. Here's the url if you want the article.

    If PSEC management is really trying to censor this article, they're doing a lousy job. Another example of managerial incompetence? ;-)
    Jun 11, 2015. 01:21 PM | 1 Like Like |Link to Comment
  • Prospect Capital - Lies, Distortions And The Truth [View article]
    @incredulous: Since I hadn't looked at the Investopedia article before, the caching explanation seemed unlikely. But--being somewhat incredulous myself--I went to a different computer, not networked with mine, cleared the cache (unnecessary, but why not be thorough?), and searched using a slightly different search string on an obscure search engine (Lycos): Bingo, up pops the full article. Just for giggles, I went to another non-networked computer, cleared the cache and used Yandex, the Russian search engine: Bingo again! That pretty much disqualifies CPU, disk, and web caching as explanations for why I can still access the article.
    Unless, of course, the Russians are in on it . . .
    Jun 11, 2015. 12:38 PM | 2 Likes Like |Link to Comment
  • Prospect Capital - Lies, Distortions And The Truth [View article]
    @incredulous123: I agree with koleffstephan that your comments are knowledgeable. If you want to retain that reputation, you may want to avoid the drift toward conspiracy theory in your statement about "shutting down the investopedia article." As a number of other commenters state above (and as I can confirm by having just checked), the Investopedia article is still on-line.
    Jun 11, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • John Hussman: Why Stocks Are Not 'Cheap Relative To Bonds' [View article]
    @HanYOLO. I think the hostility comes from the fact that Hussman endlessly pontificates with absolute certainty, but produces lousy returns. Take a look at the 10 year chart of his Strategic Growth Fund (HSGFX). In one of the greatest bull markets in history he managed to turn $10,000 of his clients' money into $7566 (most of that decline in the last 4 years). That's what happens when a perma-bear (or a perma-anything) ignores the facts. He has spent much of the last 7 years not just fighting the tape, but telling everyone why the tape is wrong.
    Eventually, like a broken clock he will be right again, as he was in 2008.
    Jun 9, 2015. 01:57 PM | 2 Likes Like |Link to Comment
  • ETF Stats For May 2015 - Spot Failures And Extreme Makeovers [View article]
    Ron, in addition to your usual useful scorecard, I appreciate your discussion of AccuShares VXUP and VXDN. The quest for a means to play the spot VIX goes on . . .
    Jun 7, 2015. 08:50 PM | 1 Like Like |Link to Comment
  • Preparing For A Market Collapse [View article]
    That's clear enough, TF17, but if Chris needs "hundreds" of separate accounts, that means at least 200. Multiply that times the FDIC limit of $250,000 and you have cash stashing capability of as much as $50 million. Makes me wonder why the author is collecting pennies for writing articles on SA.

    I think I detect a degree of "mine is bigger than yours" boasting that is unnecessary (and a little embarrassing) for someone of Chris's stature on this site.
    May 27, 2015. 10:39 PM | 1 Like Like |Link to Comment
  • Today's Income Investor Guide To Picking CEFs [View article]
    @Adam: As I say on a comment further down the page, I'm a fan and a follower, but your "nothing particularly wrong with them" comment on HQH and HQL pretty casually dismisses some of the top-performing CEFs of the past year.

    My stake in HQL is up ~58% on a total return basis in the past 13 months. Both HQH and HQL are well-managed and have a component of venture capital investment not often available to retail investors. DGI fans should also look at the distribution record.

    I'll take that kind of "nothing particularly wrong" any day of the week.
    May 27, 2015. 10:02 PM | 3 Likes Like |Link to Comment