The Real Expert's Comments The Real Expert's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/200542/comments Bill Miller's Value Trust Fund Runs Into a Tough Market http://seekingalpha.com/article/89233-bill-miller-s-value-trust-fund-runs-into-a-tough-market?source=feed#comment-223627 223627 Tue, 05 Aug 2008 21:48:39 -0400 CEO Mel Karmazin Buys 2 Million Sirius XM Shares http://seekingalpha.com/article/89097-ceo-mel-karmazin-buys-2-million-sirius-xm-shares?source=feed#comment-223594 223594
I can't wait to see what these kids will say to you once this company files for bankruptcy protection. It's gonna be entertaining as hell. LOL]]>
Tue, 05 Aug 2008 20:46:22 -0400
I can't wait to see what these kids will say to you once this company files for bankruptcy protection. It's gonna be entertaining as hell. LOL]]>
CEO Mel Karmazin Buys 2 Million Sirius XM Shares http://seekingalpha.com/article/89097-ceo-mel-karmazin-buys-2-million-sirius-xm-shares?source=feed#comment-223592 223592
There are CEOs who buy stock just for PR...to make morons like you think he has a real reason to buy it. That way he cannot lose right? As well, when you are paying a CEO an INSANE amount of compensation, tossing a few million here and there is nothing. Those shares were indirectly goven to him by YOU GUYS -shareholders.

Face it. This company is finished. It's just a matter of time. I knew a long time ago they wouldn't make it. Only the most brainless people bought this stock - typically the most desperate, uneducated, broke people looking to strike it rich...lol...good luck.

It's both sad and funny to see so many people who know nothing about investments, yet who spend so much time with them. It's really amazing. The worst part for you people is that you don't even realize how lost you are. That's one of the worst things about being ignorant. You don't even realize you are.

Yea SIRIs Q2 numbers can ONLY be positive to Wall Street, just like all of the other "positive" events that have caused the stock to fall...the merger? insider buying? etc.

Listen kids, I'm only going to say this once. Wall Street is only slightly clinging on to the dog until they do the banking business. After that they will drop it like a rock, as it deserves. And guess who will be holding when it tanks?? Suckers. ]]>
Tue, 05 Aug 2008 20:44:28 -0400
There are CEOs who buy stock just for PR...to make morons like you think he has a real reason to buy it. That way he cannot lose right? As well, when you are paying a CEO an INSANE amount of compensation, tossing a few million here and there is nothing. Those shares were indirectly goven to him by YOU GUYS -shareholders.

Face it. This company is finished. It's just a matter of time. I knew a long time ago they wouldn't make it. Only the most brainless people bought this stock - typically the most desperate, uneducated, broke people looking to strike it rich...lol...good luck.

It's both sad and funny to see so many people who know nothing about investments, yet who spend so much time with them. It's really amazing. The worst part for you people is that you don't even realize how lost you are. That's one of the worst things about being ignorant. You don't even realize you are.

Yea SIRIs Q2 numbers can ONLY be positive to Wall Street, just like all of the other "positive" events that have caused the stock to fall...the merger? insider buying? etc.

Listen kids, I'm only going to say this once. Wall Street is only slightly clinging on to the dog until they do the banking business. After that they will drop it like a rock, as it deserves. And guess who will be holding when it tanks?? Suckers. ]]>
Sirius Stock Up as CEO Buys Two Million Shares http://seekingalpha.com/article/89111-sirius-stock-up-as-ceo-buys-two-million-shares?source=feed#comment-223587 223587
Now, the fact is that Peter is WRONG. There are CEOs who buy stock just for PR...to make morons like you think he has a real reason to buy it. That way he cannot lose right? As well, when you are paying a CEO an INSANE amount of compensation, tossing a few million here and there is nothing. Those shares were indirectly goven to him by YOU GUYS -shareholders.

Face it. This company is finished. It's just a matter of time. I knew a long time ago they wouldn't make it. Only the most brainless people bought this stock - typically the most desperate, uneducated, broke people looking to strike it rich...lol...good luck. ]]>
Tue, 05 Aug 2008 20:36:53 -0400
Now, the fact is that Peter is WRONG. There are CEOs who buy stock just for PR...to make morons like you think he has a real reason to buy it. That way he cannot lose right? As well, when you are paying a CEO an INSANE amount of compensation, tossing a few million here and there is nothing. Those shares were indirectly goven to him by YOU GUYS -shareholders.

Face it. This company is finished. It's just a matter of time. I knew a long time ago they wouldn't make it. Only the most brainless people bought this stock - typically the most desperate, uneducated, broke people looking to strike it rich...lol...good luck. ]]>
Satellite Radio Investing Made Simple http://seekingalpha.com/article/88805-satellite-radio-investing-made-simple?source=feed#comment-222497 222497
Hahahahahahahahahaha..... is what you call a washout. It happens to clean the market of clueless wannabe investors. Once they lose their paper route savings they'll realize you have to be smart to do well investing and they go back to delivering newspapers.

By the way Tyler, I notice as the end approaches for SIRI, you get frantic and post many articles each day. You might try some Xanax.
]]>
Mon, 04 Aug 2008 13:55:27 -0400
Hahahahahahahahahaha..... is what you call a washout. It happens to clean the market of clueless wannabe investors. Once they lose their paper route savings they'll realize you have to be smart to do well investing and they go back to delivering newspapers.

By the way Tyler, I notice as the end approaches for SIRI, you get frantic and post many articles each day. You might try some Xanax.
]]>
Satellite Radio Investing Made Simple http://seekingalpha.com/article/88805-satellite-radio-investing-made-simple?source=feed#comment-222491 222491
#1 Use Tyler as a contrarian Indicator

or

#2 Make things easier and stay out of trash investments with terrible fundamentals and CEOs who give away 50% of shareholder equity to fund their own ridiculous compensation and to has-beens like Stern.

What does it take for you people to realize you're riding a sinking ship?? ]]>
Mon, 04 Aug 2008 13:47:10 -0400
#1 Use Tyler as a contrarian Indicator

or

#2 Make things easier and stay out of trash investments with terrible fundamentals and CEOs who give away 50% of shareholder equity to fund their own ridiculous compensation and to has-beens like Stern.

What does it take for you people to realize you're riding a sinking ship?? ]]>
GE: Insider Buying Makes the Long Case http://seekingalpha.com/article/68441-ge-insider-buying-makes-the-long-case?source=feed#comment-198357 198357 Fri, 04 Jul 2008 00:48:52 -0400 GE: Insider Buying Makes the Long Case http://seekingalpha.com/article/68441-ge-insider-buying-makes-the-long-case?source=feed#comment-198356 198356 Fri, 04 Jul 2008 00:48:14 -0400 Citigroup Even More Compelling Now Than 20 Years Ago http://seekingalpha.com/article/50939-citigroup-even-more-compelling-now-than-20-years-ago?source=feed#comment-198355 198355
As for your blog's diclaimer,"The information contained in this blog is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This blog is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice." ..while that may well apply to your blog, even if you add it to your newsletter, it isn't going to prevent you from being sued. When you charge for any type of investment advice, even providing portfolios in a newsletter, you can be sued.

Kirk, for anyone to actually charge money for an investment newsletter without any professional investment experience or training is really a joke. This is especially true when you missed the banking collapse. I hope you don't get sued but if I were you I would shut down your investment service and go back to working in a occupation you were trained for. I would also suggest the M.D. Norman also focus on medicine. ]]>
Fri, 04 Jul 2008 00:45:33 -0400
As for your blog's diclaimer,"The information contained in this blog is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This blog is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice." ..while that may well apply to your blog, even if you add it to your newsletter, it isn't going to prevent you from being sued. When you charge for any type of investment advice, even providing portfolios in a newsletter, you can be sued.

Kirk, for anyone to actually charge money for an investment newsletter without any professional investment experience or training is really a joke. This is especially true when you missed the banking collapse. I hope you don't get sued but if I were you I would shut down your investment service and go back to working in a occupation you were trained for. I would also suggest the M.D. Norman also focus on medicine. ]]>
Sirius-XM Combination: A Future Microsoft Acquisition? http://seekingalpha.com/article/82804-sirius-xm-combination-a-future-microsoft-acquisition?source=feed#comment-195644 195644 ]]> Mon, 30 Jun 2008 01:30:17 -0400 ]]> Sirius-XM Combination: A Future Microsoft Acquisition? http://seekingalpha.com/article/82804-sirius-xm-combination-a-future-microsoft-acquisition?source=feed#comment-195643 195643
It's funny to see some of these people think that this article is somehow "thinking out of the box." I would classify it as being written by a 10th grader.

Microsoft would never take a dying company in a dying industry. They learned alot from previous bad telecom investments and they sure arent going to invest in this ancient satelite radio, unless its broadband satelite radio, which is on the way.


]]>
Mon, 30 Jun 2008 01:29:38 -0400
It's funny to see some of these people think that this article is somehow "thinking out of the box." I would classify it as being written by a 10th grader.

Microsoft would never take a dying company in a dying industry. They learned alot from previous bad telecom investments and they sure arent going to invest in this ancient satelite radio, unless its broadband satelite radio, which is on the way.


]]>
'The Time to Buy Financials' Is Still Not Now http://seekingalpha.com/article/82141-the-time-to-buy-financials-is-still-not-now?source=feed#comment-190665 190665 Mon, 23 Jun 2008 04:51:44 -0400 'The Time to Buy Financials' Is Still Not Now http://seekingalpha.com/article/82141-the-time-to-buy-financials-is-still-not-now?source=feed#comment-190664 190664
YYZ, those without VERY VERY DEEP Pockets should never buy into a panic. Whatyou fail to realize is that we have had dozens of panics over the past years and we are just getting started. So if you plan to buy the "panic" I hope you will have enough to buy all pf the rest opf the panics that will happen over the next few years. Just make it easy on yourself and buy oil and gold. Don't be a fool. Stay out of the financials...now and far into the future. It will take many years for them to get back on track. WAIT AND SEE.]]>
Mon, 23 Jun 2008 04:50:05 -0400
YYZ, those without VERY VERY DEEP Pockets should never buy into a panic. Whatyou fail to realize is that we have had dozens of panics over the past years and we are just getting started. So if you plan to buy the "panic" I hope you will have enough to buy all pf the rest opf the panics that will happen over the next few years. Just make it easy on yourself and buy oil and gold. Don't be a fool. Stay out of the financials...now and far into the future. It will take many years for them to get back on track. WAIT AND SEE.]]>
High Likelihood of a Market Crash http://seekingalpha.com/article/82182-high-likelihood-of-a-market-crash?source=feed#comment-190660 190660
Notice when the market sells off the "experts" warn of a crash. Show me guys who told people to sell the market 7 weeks ago when it was 13,100. That is valuable guidance, not some guy who follows the crowd.

Seriously, if you are going to submit a piece, make sure it's worth reading. ]]>
Mon, 23 Jun 2008 04:33:06 -0400
Notice when the market sells off the "experts" warn of a crash. Show me guys who told people to sell the market 7 weeks ago when it was 13,100. That is valuable guidance, not some guy who follows the crowd.

Seriously, if you are going to submit a piece, make sure it's worth reading. ]]>
Hershey's House of Pain - Cramer's Lightning Round (6/19/08) http://seekingalpha.com/article/82087-hershey-s-house-of-pain-cramer-s-lightning-round-6-19-08?source=feed#comment-190658 190658
SA Partners
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Get Our Free Report FXCM -Online Currency Trading Free $50,000 Practice Account Most Underrated Stocks Wall Street Secretly Loves Turn $200 investment into $1 million Everyone has to start somewhere Free Forex Essentails Kit. Start Here

Get-rich quick ads, similar to the messege being delivered by Cramer and CNBC. If the SEC wasn't being paid off by Wall Street, Cramer would be in prison and CNBC would be shut down.

Only YOU can force the media to start telling the truth, stop lying to investors, amd stop creating a casino mentality. CALL or WRITE IN and DEMAND CHANGE. AND Tell SA that you refuse to read any site that supports a stock pumping clueless idiot like Cramer who is wrong much more than he is right. ]]>
Mon, 23 Jun 2008 04:26:51 -0400
SA Partners
Free Starter Kit from GFT. Learn More! Discover the Power of the dollar Buffett Buys $500 Million of this Stock

Get Our Free Report FXCM -Online Currency Trading Free $50,000 Practice Account Most Underrated Stocks Wall Street Secretly Loves Turn $200 investment into $1 million Everyone has to start somewhere Free Forex Essentails Kit. Start Here

Get-rich quick ads, similar to the messege being delivered by Cramer and CNBC. If the SEC wasn't being paid off by Wall Street, Cramer would be in prison and CNBC would be shut down.

Only YOU can force the media to start telling the truth, stop lying to investors, amd stop creating a casino mentality. CALL or WRITE IN and DEMAND CHANGE. AND Tell SA that you refuse to read any site that supports a stock pumping clueless idiot like Cramer who is wrong much more than he is right. ]]>
The Agriculture Bull Keeps Getting Stronger http://seekingalpha.com/article/78956-the-agriculture-bull-keeps-getting-stronger?source=feed#comment-190651 190651 Mon, 23 Jun 2008 03:30:19 -0400 Dell: No Angles Left? http://seekingalpha.com/article/79040-dell-no-angles-left?source=feed#comment-190649 190649 Mon, 23 Jun 2008 03:09:13 -0400 Why It's Time to Be Invested in the New Recession http://seekingalpha.com/article/73106-why-it-s-time-to-be-invested-in-the-new-recession?source=feed#comment-190647 190647
You are no different than the rest of the gimps who work for retail investors. When the market is doing well you insist your customers need to buy because they will "miss out." And when the market is tanking you insist they need to buy because "stocks are cheap." Now, I don't blame you. You have been programmed to do this. But you really need to take a good hard look at things and know whether you can remain happy making money off of retired people, while providing no real value. On the other hand, if you are ignorant to these realities then you won't ever know the difference.

There are so many things you have stated that are absolutely false that I could post your entire article and pick it apart. Instead, I'll point out only a few.

"U.S. banks and brokerage firms are not accustomed to volatility."

Are you kidding? At this point, I have to conclude English is not your first language. Volatility is a reality. They are used to volatility but they hedge volatility. They acted irresponsibly due to greed and lack of ethics. This fueled a huge bubble of overvalued debt that finally blew up. It's that simple.

"The second reason why panic struck is a simple calendar issue. What happens during the first half of an election year? Voters elect Presidential nominees. What do these nominees talk about in every interview and in every debate? Change."

Not in the least. Son, if you continue to use the Stock Trader's Almanac to explain away the biggest meltdown of assets in the history of the world, you are going to have some major probelsm down the road. You act is if there was this one day of panic. Panic has been occuring on most days for nearly a year now...not by investors but banks..and for good reason.

"If we are in a recession, it's a new kind of recession. One that is a stock pickers dream if you can pick out the companies unaffected from the turmoil. Just because a few sectors are weak doesn't mean the entire system has to implode."

This is the best you can do? Tell readers that some stocks will do well and to not by the financials????? Lol. Let me make thinks easy for you. BUY OIL AND OIL RELATED COMPANIES (excluding XOM), BUY MINING AND MINING SUPPLIERS LIKE BUCY. BUY GOLD. DO NOT TOUCH ANYTHING ELSE IN THE US MARKETS. KEEP A BIG CASH POSITION TOO.
If you want to provide some value, let me give you some advice son. Instead of making blanket recommendations for people to buy into this terrible market, you should be helping people understand how to determine their individual investment suitability. Those who have horizons of over 20 years will be okay to buy into the dips in the market. But those getting ready to retire in the next few years need to stay clear. You are a salesman plain and simple. No Wall Street firm has any real analysts. Analysts are simply salemen as well. The sell BS reasons to brokers why they should always be in the market. If any Wall Street firm had real analysts, they wouldn't have gotten caught in this mess.

Friend, for your firm to be selling UITs tells me all I need to know. Why would anyone buy a UIT when they can buy ETFs? UITs have huge fees and are second only to annuities are the biggest ripoffs. My prediction is that you will be an insurance salesman within 3 years. Don't worry, they do well and don't have the liability stock brokers have. ]]>
Mon, 23 Jun 2008 02:55:38 -0400
You are no different than the rest of the gimps who work for retail investors. When the market is doing well you insist your customers need to buy because they will "miss out." And when the market is tanking you insist they need to buy because "stocks are cheap." Now, I don't blame you. You have been programmed to do this. But you really need to take a good hard look at things and know whether you can remain happy making money off of retired people, while providing no real value. On the other hand, if you are ignorant to these realities then you won't ever know the difference.

There are so many things you have stated that are absolutely false that I could post your entire article and pick it apart. Instead, I'll point out only a few.

"U.S. banks and brokerage firms are not accustomed to volatility."

Are you kidding? At this point, I have to conclude English is not your first language. Volatility is a reality. They are used to volatility but they hedge volatility. They acted irresponsibly due to greed and lack of ethics. This fueled a huge bubble of overvalued debt that finally blew up. It's that simple.

"The second reason why panic struck is a simple calendar issue. What happens during the first half of an election year? Voters elect Presidential nominees. What do these nominees talk about in every interview and in every debate? Change."

Not in the least. Son, if you continue to use the Stock Trader's Almanac to explain away the biggest meltdown of assets in the history of the world, you are going to have some major probelsm down the road. You act is if there was this one day of panic. Panic has been occuring on most days for nearly a year now...not by investors but banks..and for good reason.

"If we are in a recession, it's a new kind of recession. One that is a stock pickers dream if you can pick out the companies unaffected from the turmoil. Just because a few sectors are weak doesn't mean the entire system has to implode."

This is the best you can do? Tell readers that some stocks will do well and to not by the financials????? Lol. Let me make thinks easy for you. BUY OIL AND OIL RELATED COMPANIES (excluding XOM), BUY MINING AND MINING SUPPLIERS LIKE BUCY. BUY GOLD. DO NOT TOUCH ANYTHING ELSE IN THE US MARKETS. KEEP A BIG CASH POSITION TOO.
If you want to provide some value, let me give you some advice son. Instead of making blanket recommendations for people to buy into this terrible market, you should be helping people understand how to determine their individual investment suitability. Those who have horizons of over 20 years will be okay to buy into the dips in the market. But those getting ready to retire in the next few years need to stay clear. You are a salesman plain and simple. No Wall Street firm has any real analysts. Analysts are simply salemen as well. The sell BS reasons to brokers why they should always be in the market. If any Wall Street firm had real analysts, they wouldn't have gotten caught in this mess.

Friend, for your firm to be selling UITs tells me all I need to know. Why would anyone buy a UIT when they can buy ETFs? UITs have huge fees and are second only to annuities are the biggest ripoffs. My prediction is that you will be an insurance salesman within 3 years. Don't worry, they do well and don't have the liability stock brokers have. ]]>
Metrics, Mortgages and Analysts http://seekingalpha.com/article/82085-metrics-mortgages-and-analysts?source=feed#comment-190641 190641
"Those calling out that the mortgage and banking industry have problems are absolutely right; we hear about it every day and the 200 point drop in the DOW validiates the problems. Why would I need to write about that since it is so obvious?"

Not exactly Cindy. You forget a few weeks ago when so many banks CEOs and others were making fraudulant claims that the wrost in the banking crisis was over or how the pundits continue to understate the real estate problem. That is why the Dow rallied back over 13,100 by may. Look at it now. You do need to remind people of the banking and real estate problems because they are enormous. People have short memories, especially when the memories are bad. They tend to embrace even the most suspect optism while erasing a bad past. This is basic behavioral finance. And the failure to understand and circumvent these natural instincts is what often makes investors make poor decisions.

"The fact is, E*Trade's comments in June's conference are something that is not generally known to the investment public. Since that information indicates E*Trade will be able to maintain unique performance differences in comparison to the industry, I felt those comments needed more publicity."

Cindy how can you say this publically available information is not known to the public? Are you saying some of these diehard ETFC fans are ignorant? That would be the implication. I cannot say I would disagree with you in that case. Still, I would have to believe that even a novice investor holding many shares of a distressed company would be watching for every announcement, conference, etc. they could find.

"I have shared my "Due Diligence" in deciding that I am going to hold on to my long position in ETFC. If you don't feel the same, then sell out your position or don't bother buying the stock."

Due diligence is only helpful if it's conducted in a prudent manner. One of the most important parts of the due diligence process is risk analysis. And for you to basically say "if you don't like my 'due diligence' reporting on ETFC then just sell or don't buy it' is an attempt to shut off any critics who have recognized the fact that your "due diligence" is not as diligent as it could or should be.

Cindy, I understand your frustration. Jbmaria makes personal attacks against you on a daily basis. And many times, the tone or true intent of printed words can easily be taken more harshly by the one it has been directed to than the writer intended. I'm sure this applies to most attacks made by jbmaria. While a bit of flare here and there never hurt anyone, I think it is obvious jbmaria often takes things to an extreme perhaps with a bit of playful rather than malicious intent. While I agree with jbmaria on many points, I certainly do not agree on the manner by which he or she choses to counter your commentaries. Hopefully, jbmaria will wean himself off of the personal attacks. Maybe they could come once every 20 posts instead of 20 attacks per post lol.

Prescient11, you just don't get it do you. Even if ETFC went to $20, you still would be wrong. The risk is way too high at this point and there are many much better investment opportunities with much lower risk and equal if not better potential returns. How many times do I have to say that? If you people think ETFC in the best of scenarios will rise back to its previous highs anytime in the next few years, you will be sadly disappointed. Even if the company makes it through this mess it will be faced with massive dilution. What that means in general is ETFC would have to be doing at least twice as good (assuming a conservative 50% dilution) as it was a years ago when the market soared. And that is not going to happen for a long time if ever.

I have no position in ETFC so I have no bias. I'd love a compelling reason to go long or short ETFC but I do not have such a resaon at this point. However, I would say that if I had to take a position it would be short based on the financial industry in general. I continue to take short positions in many of the banks (LEH, BAC, MER, BSC, etc.). You had better believe most of the banks are going considerably lower, including C ($15-$16) BAC ($18-22) and others. MER could have MAJOR problems. It could be cut in half at these already low levels. ]]>
Mon, 23 Jun 2008 02:22:47 -0400
"Those calling out that the mortgage and banking industry have problems are absolutely right; we hear about it every day and the 200 point drop in the DOW validiates the problems. Why would I need to write about that since it is so obvious?"

Not exactly Cindy. You forget a few weeks ago when so many banks CEOs and others were making fraudulant claims that the wrost in the banking crisis was over or how the pundits continue to understate the real estate problem. That is why the Dow rallied back over 13,100 by may. Look at it now. You do need to remind people of the banking and real estate problems because they are enormous. People have short memories, especially when the memories are bad. They tend to embrace even the most suspect optism while erasing a bad past. This is basic behavioral finance. And the failure to understand and circumvent these natural instincts is what often makes investors make poor decisions.

"The fact is, E*Trade's comments in June's conference are something that is not generally known to the investment public. Since that information indicates E*Trade will be able to maintain unique performance differences in comparison to the industry, I felt those comments needed more publicity."

Cindy how can you say this publically available information is not known to the public? Are you saying some of these diehard ETFC fans are ignorant? That would be the implication. I cannot say I would disagree with you in that case. Still, I would have to believe that even a novice investor holding many shares of a distressed company would be watching for every announcement, conference, etc. they could find.

"I have shared my "Due Diligence" in deciding that I am going to hold on to my long position in ETFC. If you don't feel the same, then sell out your position or don't bother buying the stock."

Due diligence is only helpful if it's conducted in a prudent manner. One of the most important parts of the due diligence process is risk analysis. And for you to basically say "if you don't like my 'due diligence' reporting on ETFC then just sell or don't buy it' is an attempt to shut off any critics who have recognized the fact that your "due diligence" is not as diligent as it could or should be.

Cindy, I understand your frustration. Jbmaria makes personal attacks against you on a daily basis. And many times, the tone or true intent of printed words can easily be taken more harshly by the one it has been directed to than the writer intended. I'm sure this applies to most attacks made by jbmaria. While a bit of flare here and there never hurt anyone, I think it is obvious jbmaria often takes things to an extreme perhaps with a bit of playful rather than malicious intent. While I agree with jbmaria on many points, I certainly do not agree on the manner by which he or she choses to counter your commentaries. Hopefully, jbmaria will wean himself off of the personal attacks. Maybe they could come once every 20 posts instead of 20 attacks per post lol.

Prescient11, you just don't get it do you. Even if ETFC went to $20, you still would be wrong. The risk is way too high at this point and there are many much better investment opportunities with much lower risk and equal if not better potential returns. How many times do I have to say that? If you people think ETFC in the best of scenarios will rise back to its previous highs anytime in the next few years, you will be sadly disappointed. Even if the company makes it through this mess it will be faced with massive dilution. What that means in general is ETFC would have to be doing at least twice as good (assuming a conservative 50% dilution) as it was a years ago when the market soared. And that is not going to happen for a long time if ever.

I have no position in ETFC so I have no bias. I'd love a compelling reason to go long or short ETFC but I do not have such a resaon at this point. However, I would say that if I had to take a position it would be short based on the financial industry in general. I continue to take short positions in many of the banks (LEH, BAC, MER, BSC, etc.). You had better believe most of the banks are going considerably lower, including C ($15-$16) BAC ($18-22) and others. MER could have MAJOR problems. It could be cut in half at these already low levels. ]]>
'The Time to Buy Financials' Is Still Not Now http://seekingalpha.com/article/82141-the-time-to-buy-financials-is-still-not-now?source=feed#comment-189261 189261
You guys might get a laugh if you check the ETFC article posts. There are a lot of fools there betting their life on financials. It's quite funny. ]]>
Fri, 20 Jun 2008 13:01:14 -0400
You guys might get a laugh if you check the ETFC article posts. There are a lot of fools there betting their life on financials. It's quite funny. ]]>
Winn-Dixie Stores Remains Cheaply Valued http://seekingalpha.com/article/81488-winn-dixie-stores-remains-cheaply-valued?source=feed#comment-189244 189244 Fri, 20 Jun 2008 12:45:07 -0400 Winn-Dixie Stores Remains Cheaply Valued http://seekingalpha.com/article/81488-winn-dixie-stores-remains-cheaply-valued?source=feed#comment-186768 186768
Only a fool would make a case for Winn Dixie. If you want a true value proposition you need to make sure the company is growing revenues per store rather than losing them. ]]>
Mon, 16 Jun 2008 20:12:13 -0400
Only a fool would make a case for Winn Dixie. If you want a true value proposition you need to make sure the company is growing revenues per store rather than losing them. ]]>
China Precision Steel: This Rollercoaster Will Climb Big Hills http://seekingalpha.com/article/81472-china-precision-steel-this-rollercoaster-will-climb-big-hills?source=feed#comment-186761 186761 Mon, 16 Jun 2008 20:05:51 -0400 S&P Upgrades E*Trade Despite Struggling Financial Sector Peers http://seekingalpha.com/article/81062-s-p-upgrades-e-trade-despite-struggling-financial-sector-peers?source=feed#comment-186430 186430 Mon, 16 Jun 2008 11:26:58 -0400 S&P Upgrades E*Trade Despite Struggling Financial Sector Peers http://seekingalpha.com/article/81062-s-p-upgrades-e-trade-despite-struggling-financial-sector-peers?source=feed#comment-186428 186428
As for the S&P upgrade, that is like Morningstar upgrading it. In other words, it means nothing. S&P doesn't exactly have a great track record. If you will recall, one of the main reasons for the mess in the financials was due to the irresponsible ratings provided by S&P and other credit agencies.

If anyone wants to venture into the riskiest industry right now, you'd be best served by hitting those stocks with the greatest volitility and volume, but for only short-term trading -WM and LEH. of course I don't expect many of you ETFC investors to know that WM has had 15% intraday volatility for most many days over the past 4 months. The financials are only in a position to be traded short-term right now and only if you drowl over risk. Given that, ETFC volatility pales in comparison to most other financials. Anyone buying financials for "long-term gains" is a fool, regardless what happens.

It's all about risk and reward. And there are many other financials with lower risk and equal or similar reward. Furthermore, there are many other industries with exceedingly low risk and very high reward.

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Mon, 16 Jun 2008 11:21:11 -0400
As for the S&P upgrade, that is like Morningstar upgrading it. In other words, it means nothing. S&P doesn't exactly have a great track record. If you will recall, one of the main reasons for the mess in the financials was due to the irresponsible ratings provided by S&P and other credit agencies.

If anyone wants to venture into the riskiest industry right now, you'd be best served by hitting those stocks with the greatest volitility and volume, but for only short-term trading -WM and LEH. of course I don't expect many of you ETFC investors to know that WM has had 15% intraday volatility for most many days over the past 4 months. The financials are only in a position to be traded short-term right now and only if you drowl over risk. Given that, ETFC volatility pales in comparison to most other financials. Anyone buying financials for "long-term gains" is a fool, regardless what happens.

It's all about risk and reward. And there are many other financials with lower risk and equal or similar reward. Furthermore, there are many other industries with exceedingly low risk and very high reward.

]]>
E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong http://seekingalpha.com/article/80821-e-trade-s-first-in-first-out-position-yes-111m-shorts-can-be-wrong?source=feed#comment-186418 186418
If anyone wants to venture into the riskiest industry right now, you'd be best served by hitting those stocks with teh greatest volitility and volume, but for only short-term trading -WM and LEH.

As for the S&P upgrade, that is like Morningstar upgrading it. In other words, it means nothing. S&P doesn'y exactly have a great track record. If you will recall, one of the main reasons for the mess in the financials was due to the irresponsible ratings provided by S&P and other credit agencies. ]]>
Mon, 16 Jun 2008 11:12:10 -0400
If anyone wants to venture into the riskiest industry right now, you'd be best served by hitting those stocks with teh greatest volitility and volume, but for only short-term trading -WM and LEH.

As for the S&P upgrade, that is like Morningstar upgrading it. In other words, it means nothing. S&P doesn'y exactly have a great track record. If you will recall, one of the main reasons for the mess in the financials was due to the irresponsible ratings provided by S&P and other credit agencies. ]]>
Bank of America: Smarter Than We Think? http://seekingalpha.com/article/80577-bank-of-america-smarter-than-we-think?source=feed#comment-184497 184497
Food for thought guys. If the banks are such "great values" why haven't they used some cash to buy back their shares? Because they have no extra cash (very dangerous situation) and because they know the end is nowhere near. Think about it..the Fed has opened its presses to them yet they are still not buying back shares????? WHAT DOES THAT TELL YOU????]]>
Thu, 12 Jun 2008 17:15:16 -0400
Food for thought guys. If the banks are such "great values" why haven't they used some cash to buy back their shares? Because they have no extra cash (very dangerous situation) and because they know the end is nowhere near. Think about it..the Fed has opened its presses to them yet they are still not buying back shares????? WHAT DOES THAT TELL YOU????]]>
Big Pharma in Effort to Stimulate Innovation http://seekingalpha.com/article/80743-big-pharma-in-effort-to-stimulate-innovation?source=feed#comment-183300 183300 Wed, 11 Jun 2008 10:33:51 -0400 Citadel Infuses E*Trade with Strong, Experienced Management http://seekingalpha.com/article/79303-citadel-infuses-e-trade-with-strong-experienced-management?source=feed#comment-183272 183272
Your response: "You mean the "pros" behind Bear Stearns? Those Pros?"

Your coverup: "And, the the pros I was talking about re: bear are not the bear analysists themselves. I am talking about the ones who were telling everyone to buy bear stock the week before it crashed."

Come on. Do you really expect me to go for that? You know you meant Bear Stearns. Now I see why you guys are in such denial about ETFC. Denial is a strong part of your personality.
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Wed, 11 Jun 2008 10:13:55 -0400
Your response: "You mean the "pros" behind Bear Stearns? Those Pros?"

Your coverup: "And, the the pros I was talking about re: bear are not the bear analysists themselves. I am talking about the ones who were telling everyone to buy bear stock the week before it crashed."

Come on. Do you really expect me to go for that? You know you meant Bear Stearns. Now I see why you guys are in such denial about ETFC. Denial is a strong part of your personality.
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Citadel Infuses E*Trade with Strong, Experienced Management http://seekingalpha.com/article/79303-citadel-infuses-e-trade-with-strong-experienced-management?source=feed#comment-183264 183264
You are clearly in ETFC for the long term. If read all your posts I am confident I would confirm that. Even by your anger in us "realists" making posts about ETFC's risk indicates you are LT. If you were merely "trading" it as you claim, you would care less about criticism on the stock.

In addition, you should know to never trade a dangerous stock because you could easily get stuck or get blown out, if for instance it opens low and you have a stop, or if you have to stop and it gets blasted. So for you to try to discredit the comparison with Buffet is unwaranted, especially since it is clear that most everyone that posts on ETFC is long term.

Okay, so for those who aren't long term, I notice you made no mention of Jim Rogers. The fact is he would tell you that youre crazy doing anything with ETFC, and he would be right. If you wanted to play the high risk game of trading the financials, you still lose because WM has been were all the action has been for months. It has had intraday swings of 15% + ......many many days. ETFC barely moves.

As far as your comment on commodities, you don't have to buy futures. There are many ways to invest or trade commodities. Have you ever heard of XOM or PBR or gold, etc. There are loads of ETFs that mirror many commodity sectors. It is clear to me that you really are rookie. For you to even be thinking of trading ETFC is highly irresponsible. Even I would not touch it here and I shorted the banks in Q3 of 2007. I can tell you I know well what is going on..more so than anyone you can name with the exception of Rogers.

I hope you don't get blown out but from what I have learned based upon dealing with 1000s of people on Wall Street, they never learn the easy way and they never listen to the ones who really know better. In most cases, they eventually must learn the hard way. If it is not ETFC that teaches you a lesson it will another and most likely many more. The absolute worst thing that could happen to you and others who "believe" in ETFC would be for it to rebound, for that woiuld confirm that you really think you know what you are doing.

Only the very best of investors should ever deal with distressed securities. All others who do are fools. I have extensive experience and success investing in distressed securities and I won't touch ETFC here.

One more thing....diversificati... is what investors do when they truly don't know what's going on. This market cannot be hedged by diversification.

jbmaria lol. If anything, this site serves as a contrarian indicator for the investors with the real money. ]]>
Wed, 11 Jun 2008 10:06:10 -0400
You are clearly in ETFC for the long term. If read all your posts I am confident I would confirm that. Even by your anger in us "realists" making posts about ETFC's risk indicates you are LT. If you were merely "trading" it as you claim, you would care less about criticism on the stock.

In addition, you should know to never trade a dangerous stock because you could easily get stuck or get blown out, if for instance it opens low and you have a stop, or if you have to stop and it gets blasted. So for you to try to discredit the comparison with Buffet is unwaranted, especially since it is clear that most everyone that posts on ETFC is long term.

Okay, so for those who aren't long term, I notice you made no mention of Jim Rogers. The fact is he would tell you that youre crazy doing anything with ETFC, and he would be right. If you wanted to play the high risk game of trading the financials, you still lose because WM has been were all the action has been for months. It has had intraday swings of 15% + ......many many days. ETFC barely moves.

As far as your comment on commodities, you don't have to buy futures. There are many ways to invest or trade commodities. Have you ever heard of XOM or PBR or gold, etc. There are loads of ETFs that mirror many commodity sectors. It is clear to me that you really are rookie. For you to even be thinking of trading ETFC is highly irresponsible. Even I would not touch it here and I shorted the banks in Q3 of 2007. I can tell you I know well what is going on..more so than anyone you can name with the exception of Rogers.

I hope you don't get blown out but from what I have learned based upon dealing with 1000s of people on Wall Street, they never learn the easy way and they never listen to the ones who really know better. In most cases, they eventually must learn the hard way. If it is not ETFC that teaches you a lesson it will another and most likely many more. The absolute worst thing that could happen to you and others who "believe" in ETFC would be for it to rebound, for that woiuld confirm that you really think you know what you are doing.

Only the very best of investors should ever deal with distressed securities. All others who do are fools. I have extensive experience and success investing in distressed securities and I won't touch ETFC here.

One more thing....diversificati... is what investors do when they truly don't know what's going on. This market cannot be hedged by diversification.

jbmaria lol. If anything, this site serves as a contrarian indicator for the investors with the real money. ]]>