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  • Quick Chat #283 [View instapost]
    I liked the comment stream on Lieberman's article, plus some insults and off topic comments. It contained All the usual stuff:
    Kinder Morgan is a corporation.
    Watch the UBIT and K-1s.
    Can I put this in my IRA?
    But my fave was:
    Land doesn't depreciate, only structures do. LOL.
    I just put it up as a counterpoint to the one LT posted since they appeared around the same time.

    Maya, what is this measurement, called a P/E ration?
    Oct 8, 2015. 08:39 PM | 1 Like Like |Link to Comment
  • Quick Chat #283 [View instapost]
    LT, did you see Lieberman's article on mlp's?
    Oct 8, 2015. 01:28 PM | 3 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    I finally got my
    Ah Hah moment. For years I've told anyone who'd listen to that DB is a mess. I wouldn't even buy an etf if DB was the sponsor.
    Oct 8, 2015. 04:56 AM | 4 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    At this moment, I miss the thumbs down button that SA had in the good old days.
    The cost to train our Syrian allies ran around $4 Mil each, for 60 troops.
    There is nothing economical about that.
    Neither is it virtual. It's bloody and couldn't be more tangible.
    Russia is dangerous. China is dangerous. Iran is dangerous. These countries pose real threats to the USA and our safety.
    There is nothing "cold" about it, either.
    Raytheon just got a billion dollar contract to supply cyber security to the US gov.That's a good investment, imo.

    I like to read other people's opinions, particularly when they share the rationale. What is your rationale based on?
    I think you are underestimating the threat. I hope I am wrong and you are right. I hope this doesn't insult you, that is not my intention.
    Oct 3, 2015. 01:09 AM | 4 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    Rising drug prices: PFE,MRK and BMY:
    Oct 2, 2015. 06:34 PM | 3 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    I wonder how all the refugees are impacting employment. I wonder if they are included in the count.
    Oct 1, 2015. 11:06 PM | 2 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    Raytheon, Lockheed Martin Corp., Northrop Grumman Corp. and General Dynamics Corp is what I have in mind.
    Oct 1, 2015. 09:03 PM | 3 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    Day two and now we have Iranian boots on the ground in Syria.
    No market reaction?!
    Oct 1, 2015. 08:43 PM | 4 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    Re: the etf's comprised of aerospace and defense are all down for the year. I've got to look at the mix. Probably better to pick one or two defense contractors. The etf's for that sector :
    ITA iShares U.S. Aerospace & Defense ETF $107.63,-5.59%
    PPA Aerospace & Defense $32.35, -6.30%
    XAR SPDR S&P Aerospace & Defense ETF $49.00 ,-9.66%
    Oct 1, 2015. 07:59 AM | 2 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    Maya, I won't be lulled into thinking that the market not blinking today means a thing longer term. This is day one. Russian aggression is not a black swan event; the world knows of Putin's ambitions and aggression.
    Here is something new, imo: Russia told the USA to get out of the Syrian airspace. ( I heard this on TV, didn't see it in print yet.) While, yesterday, Putin and Obama met and Putin said they'd fight ISIS. Then they turn around and fight our ally.
    One doesn't make a move like that overnight. It took planning, readying runways, bringing over planes and supplies. ]I question whether it's the proverbial shot across the bow.
    Could this be the same kind of shot that started WW1?When the Archduke was gunned down, I bet lots of people yawned and figured it was an isolated incident- some crazy person committing a crime with little consequence ( except to the Archduke, of course...)
    Mr. Market hates uncertainty.
    Perhaps it's a good time to buy some defense contractors.
    Sep 30, 2015. 07:57 PM | 5 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    Russians attacked free Syrian army, the us allies, today via air strikes. No ISIS targets, per TV reporting.
    I expect a bad market reaction tomorrow.
    Oh boy, what are we seeing unfold???
    Sep 30, 2015. 05:12 PM | 4 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    By the way, I'm getting wacked by PSEC. Will soon be bailing.

    I was in NRZ a few years back, it was break even because I didn't care for the management decisions and got out before getting burned. I can't recall what was my motivation to bail, perhaps a reverse split prompted my action. My memory fails me. Do some DD on that one.
    Sep 30, 2015. 04:08 PM | 4 Likes Like |Link to Comment
  • Quick Chat #283 [View instapost]
    PSEC got downgraded. Shares are down to $7.08. They've been busy buying back shares, they threw away good money, imo.
    Meanwhile they have debt to renegotiate. It's not a pretty picture.
    Sep 30, 2015. 08:36 AM | 5 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator May 23, 2015 To ?? [View instapost]
    Re: NVAX
    I want to see how the market digests the news. I'm going to be patient, and see where the stock is a month from now.
    Plus, I'm thinking we are looking at fourth quarter and taking profits for the year against losses within the next 12 weeks, and biotech has been very, very good for the big boys...we might see profit taking escalate quite a bit from here.
    I want to see how this back story develops.
    Sep 29, 2015. 09:34 PM | 4 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator May 23, 2015 To ?? [View instapost]
    Mark, you beat me, I was just about to post the same comments from the Piper Jaffrey analyst. So, NVAX is down 20%+ while the rest of that sector is down around 6%.
    Sep 29, 2015. 08:27 PM | 4 Likes Like |Link to Comment