trw88's Comments trw88's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/192453/comments Developments in Multi-Family Housing Don't Bode Well for New York Bancorp http://seekingalpha.com/article/120268-developments-in-multi-family-housing-don-t-bode-well-for-new-york-bancorp?source=feed#comment-430352 430352 Wed, 18 Mar 2009 09:10:23 -0400 GE: Can You Hit This Fastball, Mr. Immelt? http://seekingalpha.com/article/123136-ge-can-you-hit-this-fastball-mr-immelt?source=feed#comment-406326 406326
He also has warrants to buy for 5 years around $22, if I remember correctly.]]>
Fri, 27 Feb 2009 15:39:20 -0500
He also has warrants to buy for 5 years around $22, if I remember correctly.]]>
GE: Can You Hit This Fastball, Mr. Immelt? http://seekingalpha.com/article/123136-ge-can-you-hit-this-fastball-mr-immelt?source=feed#comment-405569 405569 Fri, 27 Feb 2009 08:46:14 -0500 Obama’s Compensation Limits Amount to Zip http://seekingalpha.com/article/118734-obamas-compensation-limits-amount-to-zip?source=feed#comment-376900 376900 Thu, 05 Feb 2009 10:43:09 -0500 What to Buy and Why: Barron's 2009 Roundtable, Part III http://seekingalpha.com/article/116380-what-to-buy-and-why-barron-s-2009-roundtable-part-iii?source=feed#comment-366817 366817 Mon, 26 Jan 2009 15:46:57 -0500 U.S. Dollar Strength and Implications for Gold http://seekingalpha.com/article/115861-u-s-dollar-strength-and-implications-for-gold?source=feed#comment-363141 363141 Thu, 22 Jan 2009 12:33:46 -0500 Marc Faber on the Economy, Gold, WWIII http://seekingalpha.com/article/113588-marc-faber-on-the-economy-gold-wwiii?source=feed#comment-350109 350109 Thu, 08 Jan 2009 16:25:44 -0500 U.S. Dollar: The Next Bubble to Pop http://seekingalpha.com/article/109627-u-s-dollar-the-next-bubble-to-pop?source=feed#comment-323574 323574
Andrew Hughes, what evidence do you have that US Creditors are getting nervous? Treasuries are paying the lowest rates in decades. If there were no demand for them, don't you think rates would have to be higher to sell the debt?]]>
Mon, 08 Dec 2008 07:38:20 -0500
Andrew Hughes, what evidence do you have that US Creditors are getting nervous? Treasuries are paying the lowest rates in decades. If there were no demand for them, don't you think rates would have to be higher to sell the debt?]]>
Gold: The Next Reserve Currency Player http://seekingalpha.com/article/108415-gold-the-next-reserve-currency-player?source=feed#comment-318378 318378 Mon, 01 Dec 2008 16:35:25 -0500 Why Has the Dollar Rebounded - And When Will It Correct? http://seekingalpha.com/article/107492-why-has-the-dollar-rebounded-and-when-will-it-correct?source=feed#comment-313426 313426 Mon, 24 Nov 2008 07:29:24 -0500 Dollar Strength: An Illusion http://seekingalpha.com/article/102041-dollar-strength-an-illusion?source=feed#comment-291655 291655 Mon, 27 Oct 2008 13:18:21 -0400 Dollar Strength: An Illusion http://seekingalpha.com/article/102041-dollar-strength-an-illusion?source=feed#comment-291573 291573 Mon, 27 Oct 2008 12:10:18 -0400 Did JPMorgan Almost Fail? http://seekingalpha.com/article/98850-did-jpmorgan-almost-fail?source=feed#comment-275663 275663 Tue, 07 Oct 2008 10:23:23 -0400 JPMorgan: Why I'm Selling Short http://seekingalpha.com/article/93414-jpmorgan-why-i-m-selling-short?source=feed#comment-243699 243699
JPM will survive this in better shape than just about any other financial institution out there. I agree with th author of this piece and apparently you as well that there may be downside risks in the short term. I am happy to hold it and collect the 4%, even if it takes several years to see this work out.

I think a better and more less risky strategy than shorting is to hold and collect the dividend and accumulate more on weakness.

I highly doubt the July lows will be seen again, but would be buying agressively under $35 if it gets there.

If you are a short term trader, there are better shorts out there than JPM in my opinion.]]>
Tue, 02 Sep 2008 07:18:34 -0400
JPM will survive this in better shape than just about any other financial institution out there. I agree with th author of this piece and apparently you as well that there may be downside risks in the short term. I am happy to hold it and collect the 4%, even if it takes several years to see this work out.

I think a better and more less risky strategy than shorting is to hold and collect the dividend and accumulate more on weakness.

I highly doubt the July lows will be seen again, but would be buying agressively under $35 if it gets there.

If you are a short term trader, there are better shorts out there than JPM in my opinion.]]>
JPMorgan: Why I'm Selling Short http://seekingalpha.com/article/93414-jpmorgan-why-i-m-selling-short?source=feed#comment-242994 242994
That represents a roughly 20% return. If you use a year as long term, it costs you 12% a year in margin interest and another 4% in dividends you have to pay.

IF he's right and meets his objective, you can make 4%, what you can get on a CD guaranteed.

On the other hand, he likes JPM long term. Why not collect the 4% plus dividend while you accumulate it - you would make the same as taking the risk to hold it short for a year? Seems like a better strategy to me.

I never understood shorting long term. Too risky, too expensive.]]>
Mon, 01 Sep 2008 06:21:07 -0400
That represents a roughly 20% return. If you use a year as long term, it costs you 12% a year in margin interest and another 4% in dividends you have to pay.

IF he's right and meets his objective, you can make 4%, what you can get on a CD guaranteed.

On the other hand, he likes JPM long term. Why not collect the 4% plus dividend while you accumulate it - you would make the same as taking the risk to hold it short for a year? Seems like a better strategy to me.

I never understood shorting long term. Too risky, too expensive.]]>
Barton Biggs and Bob Brinker Are Both Bullish http://seekingalpha.com/article/79854-barton-biggs-and-bob-brinker-are-both-bullish?source=feed#comment-178962 178962
Gloom and doomers always lose, deservedly so. American stocks are cheap. As the weak dollar/strong commodity cycle recedes, foregin money will pour into the US market and it is cheap. New records coming.

I love the internet. You have no clue but you can still "wonder" if Rupert Murdoch is behind something, I don't know exactly what.

Why dont you go short and see who gets it right?]]>
Wed, 04 Jun 2008 07:31:53 -0400
Gloom and doomers always lose, deservedly so. American stocks are cheap. As the weak dollar/strong commodity cycle recedes, foregin money will pour into the US market and it is cheap. New records coming.

I love the internet. You have no clue but you can still "wonder" if Rupert Murdoch is behind something, I don't know exactly what.

Why dont you go short and see who gets it right?]]>
JPMorgan, Bear Stearns: More Smoke from Wall Street http://seekingalpha.com/article/77010-jpmorgan-bear-stearns-more-smoke-from-wall-street?source=feed#comment-166681 166681 Tue, 13 May 2008 07:43:11 -0400 JPMorgan, Bear Stearns: More Smoke from Wall Street http://seekingalpha.com/article/77010-jpmorgan-bear-stearns-more-smoke-from-wall-street?source=feed#comment-166680 166680

Typical gloom and doomer. Writes first without looking at data - just makes things up to fit his scenario. For example. Pennsylvania is and has been running a deficit. No clue.

ydr.inyork.com/ci_9106... ]]>
Tue, 13 May 2008 07:41:11 -0400

Typical gloom and doomer. Writes first without looking at data - just makes things up to fit his scenario. For example. Pennsylvania is and has been running a deficit. No clue.

ydr.inyork.com/ci_9106... ]]>
JPMorgan, Bear Stearns: More Smoke from Wall Street http://seekingalpha.com/article/77010-jpmorgan-bear-stearns-more-smoke-from-wall-street?source=feed#comment-166679 166679
.Pennsylvania is and has been running a deficit.

ydr.inyork.com/ci_9106...

]]>
Tue, 13 May 2008 07:39:10 -0400
.Pennsylvania is and has been running a deficit.

ydr.inyork.com/ci_9106...

]]>