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Al Rob
43 Comments
Energy Stocks Are Too Cheap to Ignore - Barron's [view article]
Remember what Peter Lynch says.. you buy cyclicals when they are expensive and sell them when they are cheap (on a P/E basis) Aug 10 10:10 PMOptions Trader: Friday Outlook [view article]
PhilAll you have to do is hire a CPA to audit your performance. Then you can post an audited track record which would silence all your critics. I've worked for several partnerships that have done it in order to raise money..
Shouldn't cost too much given all the money you make... Aug 01 11:19 AM
Options Trader: Friday Outlook [view article]
"So stop watching the Dow and stop listening to people who are drawing Dow charts."If your indicator doesn't say what you want to hear... Just change indicators.. Aug 01 10:31 AM
Is MasterCard Signaling Caution? [view article]
Is MasterCard Signaling Caution?Yes.. do you really think people will let them get away with their biz model for long?
Now that the profits aren't hidden in the bank's black box there is going to be massive litigation. The lawyers smell money. Jul 31 04:24 PM
Options Trader: Thursday Outlook [view article]
"clearly in recessionary territory"and nothing matters more than that. Jul 31 04:20 PM
Options Trader: Wednesday Outlook [view article]
DavidRemember in March they pumped financials and comsumer names first. Then held financials and consumer discretionary flat for several weeks while they pumped energy, materials, and tech to put the broad idices up higher.
Do what works until it doesn't
Jul 30 02:49 PM
Options Trader: Tuesday Outlook [view article]
Meredith Whitney was right and you were wrong. Jul 29 09:45 AMOptions Trader: Friday Outlook [view article]
only 1500 more points up on the Dow and we will be back to where you called the bottom!Things are looking good! Jul 18 03:52 PM
Options Trader: Tuesday Outlook [view article]
Phil - I sure hope you didn't capitulate at the bottom this morning.Have a nice life. Jul 15 10:16 AM
Options Trader: Friday Outlook [view article]
A wise workman never blames his tools. Jun 20 11:26 AMTimber: Shake the Money Tree [view article]
You forgot one thing we can do with timber that may increase its value some day. We can burn it to produce heat and energy. Jun 15 10:05 PMOptions Trader: Friday Outlook [view article]
"As I mentioned in last night’s wrap-up, it’s difficult to call an exact top to oil or an exact bottom to the markets"that's for sure! you have been calling the top for 2 years! Will you please capitulate so that oil will go down. Jun 13 10:55 AM
End the Siege on Fortress Investment Group [view article]
Remember, there are high water marks on fees. So they earn 20% only on new highs, not a rebound to old highs. I worked for a hedge fund once that didn't earn incentive fees for years..Also, this is not the most shareholder friendly comp[any.
Your qualitative analysis is good but I think you need to drill down on the numbers a bit more. There is a good reason why FIG trades at this price and sports a"distressed"... type dividend yield.
May 30 01:37 PM
Options Trader: Friday Outlook [view article]
Here is a tip Phil. Take everything to do with oil off your screen. It isn't really as important as you think! You need to move on because its getting really pitiful.May 23 01:35 PM
Commodities Prices: Speculation Exposed [view article]
I think in the long run higher energy prices are the best thing that can happen to this country. I hope it goes to 200.00 a barrell. May 21 01:52 PM