thomas728's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/22108/comments http://seekingalpha.com/article/58616-two-chinese-stocks-poised-to-go-higher?source=feed#comment-783475 783475
Great pick, good rationale, on the button pal........

Thank you,

Tom Durkin ]]> Mon, 30 Nov 2009 19:11:17 -0500
Great pick, good rationale, on the button pal........

Thank you,

Tom Durkin ]]> http://seekingalpha.com/article/165864-zagg-poised-for-big-returns-in-2010?source=feed#comment-713241 713241
O.K.I'm shorting @ 20 and buying back where ZAGG is trading.

The story is a nice one but one miss and baboom going forward.

Ian.......best of luck but as an advisor (I commend your disclosure)
how do you stay curious going ahead ?

I'm going to give ZAGG a look and I thank you !

Tom]]> Mon, 12 Oct 2009 19:18:16 -0400
O.K.I'm shorting @ 20 and buying back where ZAGG is trading.

The story is a nice one but one miss and baboom going forward.

Ian.......best of luck but as an advisor (I commend your disclosure)
how do you stay curious going ahead ?

I'm going to give ZAGG a look and I thank you !

Tom]]> http://seekingalpha.com/article/155607-why-so-angry-about-healthcare?source=feed#comment-626933 626933
The man is a runaway train on Federal interference in all we do.

Do we need a Health Care program ? Most certainly if one is not covered by an existing responsible health care provider.

None are reliable or responsible ?

Excuse me Mr.President, then.Now let's talk about Social Engineering shall we ? ]]> Wed, 12 Aug 2009 13:28:32 -0400
The man is a runaway train on Federal interference in all we do.

Do we need a Health Care program ? Most certainly if one is not covered by an existing responsible health care provider.

None are reliable or responsible ?

Excuse me Mr.President, then.Now let's talk about Social Engineering shall we ? ]]> http://seekingalpha.com/article/43703-dolan-media-only-one-segment-should-have-made-the-ipo?source=feed#comment-491335 491335 of 5/5/09.........now that Mr.Simpson is well done from
the age of your post.

Tom Durkin

]]> Wed, 06 May 2009 00:38:12 -0400 of 5/5/09.........now that Mr.Simpson is well done from
the age of your post.

Tom Durkin

]]> http://seekingalpha.com/article/111604-investing-in-clean-may-yield-more-green?source=feed#comment-458404 458404
I can be a lot louder,uglier,and will grow the worst
looking beard I have ever seen.

Looks like the boy is gonna pose up for a loggers
contest.........Big Money Billy is more like it !!!!!!!! ]]> Thu, 09 Apr 2009 23:59:27 -0400
I can be a lot louder,uglier,and will grow the worst
looking beard I have ever seen.

Looks like the boy is gonna pose up for a loggers
contest.........Big Money Billy is more like it !!!!!!!! ]]> http://seekingalpha.com/article/124259-three-retail-stocks-to-consider?source=feed#comment-414249 414249
Performing very well in dreadful sector.]]> Thu, 05 Mar 2009 11:02:08 -0500
Performing very well in dreadful sector.]]> http://seekingalpha.com/article/99326-a-fresh-look-at-shipping-company-stocks?source=feed#comment-279242 279242 stumbled on this group.Long NAT and was near pushing button for
FRO when the excrement hit the HVAC.
In normal Market the group has outstanding yields, in this mess
yields must be the highest you may ever get.

Good fortune to all and "don't shoot until you see the white of
their eyes !"

Tom]]> Fri, 10 Oct 2008 14:57:10 -0400 stumbled on this group.Long NAT and was near pushing button for
FRO when the excrement hit the HVAC.
In normal Market the group has outstanding yields, in this mess
yields must be the highest you may ever get.

Good fortune to all and "don't shoot until you see the white of
their eyes !"

Tom]]> http://seekingalpha.com/article/96339-constellation-energy-s-stars-align-for-buffett?source=feed#comment-260116 260116 CNBCs "Fast Money" on 9/19.

Mr.Ichan's comments on BODs were funny but sad in truth.

Talk about timing !!!!!!!! A good boot to the minions is the
least !!!!!!!!! ]]> Sat, 20 Sep 2008 13:46:53 -0400 CNBCs "Fast Money" on 9/19.

Mr.Ichan's comments on BODs were funny but sad in truth.

Talk about timing !!!!!!!! A good boot to the minions is the
least !!!!!!!!! ]]> http://seekingalpha.com/article/94554-strong-fundamentals-and-oil-ties-make-transocean-a-great-long-term-buy?source=feed#comment-250554 250554 which only adds to the real value.

RIG is not alone as a pummeled 5 * equity...(See US Steel for
another) which gives the investor one heck of an opportunity
to add some names where before the price was an obstacle
to some.

I would hasten to add that I have averaged down on RIG, a
tactic that over the years has cost the investor too much
in too many instances.Often this occured when a party
"fell in love" with a stock while that emotion is simply a
Venus Fly Trap waiting to make those folks a lot poorer.

The simple fundamentals of RIG make it a compelling buy
at a much higher price.Now unless this episodic event
wherein people simply bail out despite the rewriting of
P:E etc.,etc.]]> Wed, 10 Sep 2008 12:01:23 -0400 which only adds to the real value.

RIG is not alone as a pummeled 5 * equity...(See US Steel for
another) which gives the investor one heck of an opportunity
to add some names where before the price was an obstacle
to some.

I would hasten to add that I have averaged down on RIG, a
tactic that over the years has cost the investor too much
in too many instances.Often this occured when a party
"fell in love" with a stock while that emotion is simply a
Venus Fly Trap waiting to make those folks a lot poorer.

The simple fundamentals of RIG make it a compelling buy
at a much higher price.Now unless this episodic event
wherein people simply bail out despite the rewriting of
P:E etc.,etc.]]> http://seekingalpha.com/article/93585-year-to-date-performance-of-dow-30-members?source=feed#comment-250079 250079

On Sep 03 05:51 PM WAKEUP wrote:

> AIG employees used to claim that the letters, "AIG" stood for "Ain't
> It Great?" Looks like the Awful Insurance Giant is headed for the
> Already Interred Graveyard.]]> Wed, 10 Sep 2008 07:10:23 -0400

On Sep 03 05:51 PM WAKEUP wrote:

> AIG employees used to claim that the letters, "AIG" stood for "Ain't
> It Great?" Looks like the Awful Insurance Giant is headed for the
> Already Interred Graveyard.]]> http://seekingalpha.com/article/83706-replacement-candidates-for-david-merkel-s-portfolio-from-aa-to-zz?source=feed#comment-250078 250078 financial.

Mr. Nygren]]> Wed, 10 Sep 2008 07:06:22 -0400 financial.

Mr. Nygren]]> http://seekingalpha.com/article/93796-not-off-the-rimm-cramer-s-lightning-round-9-3-08?source=feed#comment-249845 249845
I don't understand something. Cramer gets killed daily (and by the same posters is not unusual)
but these bashers hang on his every word and I would bet that in ordinary times they have made
money with the guy.

All he is doing, if you listen, is put you on a track wherein you do your own due diligence,
remind you not to buy that day,while having the balls to show up every night.

I would love to see these bashers come up with content five nights a week,have the memory
he has,and right or wrong offer ideas.

Hey fellas !!!!!!!!!!!!! Do something else with your time.

Tom


On Sep 04 11:40 AM User 218405 wrote:

> Cramer said to sell MGM and the casino stocks. What an idiot. He
> has been wrong on his picks over 50% of the time. That's why he makes
> money writing these articles and not making money as an investor.
> I like Zack's picks. They do a pretty good job on their recommendatios.
>
> Daniel Kowkabany]]> Tue, 09 Sep 2008 19:12:16 -0400
I don't understand something. Cramer gets killed daily (and by the same posters is not unusual)
but these bashers hang on his every word and I would bet that in ordinary times they have made
money with the guy.

All he is doing, if you listen, is put you on a track wherein you do your own due diligence,
remind you not to buy that day,while having the balls to show up every night.

I would love to see these bashers come up with content five nights a week,have the memory
he has,and right or wrong offer ideas.

Hey fellas !!!!!!!!!!!!! Do something else with your time.

Tom


On Sep 04 11:40 AM User 218405 wrote:

> Cramer said to sell MGM and the casino stocks. What an idiot. He
> has been wrong on his picks over 50% of the time. That's why he makes
> money writing these articles and not making money as an investor.
> I like Zack's picks. They do a pretty good job on their recommendatios.
>
> Daniel Kowkabany]]> http://seekingalpha.com/article/78362-peak-oil-stocks-for-the-future?source=feed#comment-249607 249607
And you proclaim that the saltwater flat is the only site !

The time to begin drilling was many yesterdays........ and while we drill we continue
the quest for the alternatives.

No need to ask how you feel about reactor production is there ?

Smarten up and don't get too wrapped up with Hollywood portrayals.


On Aug 28 12:35 PM User 222098 wrote:

> 193313 - Have you really looked at where they want to drill in ANWR
> - it is a salt water mud flat along the ocean. Prinstine indeed!
>
> ]]> Tue, 09 Sep 2008 14:32:37 -0400
And you proclaim that the saltwater flat is the only site !

The time to begin drilling was many yesterdays........ and while we drill we continue
the quest for the alternatives.

No need to ask how you feel about reactor production is there ?

Smarten up and don't get too wrapped up with Hollywood portrayals.


On Aug 28 12:35 PM User 222098 wrote:

> 193313 - Have you really looked at where they want to drill in ANWR
> - it is a salt water mud flat along the ocean. Prinstine indeed!
>
> ]]> http://seekingalpha.com/article/94613-what-s-ailing-google-s-stock-price?source=feed#comment-249398 249398 the ability of hackers to access ?

Not a retorical question if the technocrats I have to depend on
are right.

In fact, I believe the issue of Chrome v Hackers is within the
posts of Seeking Alpha.........

I made money with GOOG and would love to re-enter, however,
GOOG's own evolution has made it a tough study for the
simple (me).

Best to all who contribute here.

Tom ]]> Tue, 09 Sep 2008 11:41:05 -0400 the ability of hackers to access ?

Not a retorical question if the technocrats I have to depend on
are right.

In fact, I believe the issue of Chrome v Hackers is within the
posts of Seeking Alpha.........

I made money with GOOG and would love to re-enter, however,
GOOG's own evolution has made it a tough study for the
simple (me).

Best to all who contribute here.

Tom ]]> http://seekingalpha.com/article/92794-the-rebound-list-cramer-s-mad-money-8-26-08?source=feed#comment-240157 240157 you may never know.

When you consider the amount of stocks, sectors, and situations
that he (Cramer) speaks of each day,week,year,(and most of what
we see "on the fly") he is an amazing pro.
Sure, he gets them way wrong at times but he does not forget them.
In Cramer speak he will always say........"I own it" on wrong calls.

Me ? I can't take him five nights a week but while rarely acting on
his direction, I always take him serious.

It's not the guy who in this raggedy market who says he likes
tech and health care.They are a dime a dozen.

You want to see jerks at work ? Watch CNBC for the better part of
the day and be it head analyst to fund manager etc. it's the same
old stuff.I would allow Cramer to handle some money but never
the regular CNBC line-up of survivor guests.

I sincerely hope you weather this market and go cash or be ready
to exploit these beat up prices.I certaily don't want to say, "Hey !
I could have had ....@ X per share last year."

Tom
]]> Wed, 27 Aug 2008 12:19:08 -0400 you may never know.

When you consider the amount of stocks, sectors, and situations
that he (Cramer) speaks of each day,week,year,(and most of what
we see "on the fly") he is an amazing pro.
Sure, he gets them way wrong at times but he does not forget them.
In Cramer speak he will always say........"I own it" on wrong calls.

Me ? I can't take him five nights a week but while rarely acting on
his direction, I always take him serious.

It's not the guy who in this raggedy market who says he likes
tech and health care.They are a dime a dozen.

You want to see jerks at work ? Watch CNBC for the better part of
the day and be it head analyst to fund manager etc. it's the same
old stuff.I would allow Cramer to handle some money but never
the regular CNBC line-up of survivor guests.

I sincerely hope you weather this market and go cash or be ready
to exploit these beat up prices.I certaily don't want to say, "Hey !
I could have had ....@ X per share last year."

Tom
]]> http://seekingalpha.com/article/90213-energy-stocks-are-too-cheap-to-ignore-barron-s?source=feed#comment-229441 229441
And I would hope the lessened use of gasoline would continue.

Now however, we are entering the crack to Home Heating # 2.

My first thought is a pipedream as usage of gasoline and diesel
will return to numbers more indicitive of seasonal use.Sure,
less gasoline in the winter and increasing demand as vacation
time approaches next spring.......people will get tired of "staycations",
indusrial demand here and offshore will not diminish,and while
other factors helped lead to this spring and summer's rise
(hedging for one) crude will find a real level....no bubble
environment......and off we go.

I don't give a damn about consensus this arena is one for common
sense.As in that light some will be right some wrong.

I tend to favor the ETFs but in any case the P:Es out there are
preposterous and as such I must have oil in any balanced
portfolio.

Good trading or in the case of oil good buy and hold...wow
what yields !!!!!!!!!

Tom ]]> Wed, 13 Aug 2008 11:22:12 -0400
And I would hope the lessened use of gasoline would continue.

Now however, we are entering the crack to Home Heating # 2.

My first thought is a pipedream as usage of gasoline and diesel
will return to numbers more indicitive of seasonal use.Sure,
less gasoline in the winter and increasing demand as vacation
time approaches next spring.......people will get tired of "staycations",
indusrial demand here and offshore will not diminish,and while
other factors helped lead to this spring and summer's rise
(hedging for one) crude will find a real level....no bubble
environment......and off we go.

I don't give a damn about consensus this arena is one for common
sense.As in that light some will be right some wrong.

I tend to favor the ETFs but in any case the P:Es out there are
preposterous and as such I must have oil in any balanced
portfolio.

Good trading or in the case of oil good buy and hold...wow
what yields !!!!!!!!!

Tom ]]> http://seekingalpha.com/article/82350-too-late-to-the-oil-party-consider-the-alternative?source=feed#comment-191485 191485
Oil primarily used in transportation ?

We can add that Lt.Sweet (Nigeria e.g.) cracks to gasoline

while "sour crude" is used primarily for Home Heating # 2.

Why bother with pointing out this difference ?

" 'Cause you ain't seen nothin' yet." Very soon the boys in

the pits will be looking toward 10/08---etc. and the trasportation

usuage is not going to simply stop.

A "Double Dip" is on the way and one of the few places we

have "friends" is in the UAE.That product is sour.Nigeria ?

The place could turn into a firestorm tonight for all we know.

So what now ? Oil Services stocks and the ETFs that so many

are now discounting.

Tom]]> Mon, 23 Jun 2008 23:43:00 -0400
Oil primarily used in transportation ?

We can add that Lt.Sweet (Nigeria e.g.) cracks to gasoline

while "sour crude" is used primarily for Home Heating # 2.

Why bother with pointing out this difference ?

" 'Cause you ain't seen nothin' yet." Very soon the boys in

the pits will be looking toward 10/08---etc. and the trasportation

usuage is not going to simply stop.

A "Double Dip" is on the way and one of the few places we

have "friends" is in the UAE.That product is sour.Nigeria ?

The place could turn into a firestorm tonight for all we know.

So what now ? Oil Services stocks and the ETFs that so many

are now discounting.

Tom]]> http://seekingalpha.com/article/82117-potashcorp-and-mosaic-get-your-orders-ready?source=feed#comment-189470 189470
Technician: "I would not want my sister .....(you know the rest).

As one who could write his knowledge of charting on the back of
a stamp with a crayon, I suddenly feel a need for at least a yeoman's understanding.

Why ? If these people "have it" I want in ! If, however, with this new found "tool" their predictions, based on volume, price,time,etc. prove less than acceptable for purchase and sale, I can advise
my sister accordingly.

Good investing be yours,

Tom ]]> Fri, 20 Jun 2008 18:08:36 -0400
Technician: "I would not want my sister .....(you know the rest).

As one who could write his knowledge of charting on the back of
a stamp with a crayon, I suddenly feel a need for at least a yeoman's understanding.

Why ? If these people "have it" I want in ! If, however, with this new found "tool" their predictions, based on volume, price,time,etc. prove less than acceptable for purchase and sale, I can advise
my sister accordingly.

Good investing be yours,

Tom ]]> http://seekingalpha.com/article/82149-the-brightest-stars-in-the-commodities-boom-part-i?source=feed#comment-189454 189454
Why ACI & KOL ? Because I was long ACI and put my son
into KOL.......when I had reason to monitor (my first ETF)
I simply liked what I saw.

Be well & thank you for the post and the "me to" which always
helps !

Tom


On Jun 20 02:21 PM User 161473 wrote:

> Mark,
>
> You always have good comments.
>
> I wanted to say a few things about coal. One thing you didn't mention(at
> least I think you didn't mention) was the price of Nat Gas which
> is the direct competition for coal. As nat gas prices go up, so will
> demand for coal as utitilities switch to the cheapest generation
> input further pushing up prices.
>
> I think everyone is starting to realize that all energy sources are
> interconnected(oil, gas, coal) When we have shortages of one it pushes
> up the price of others. Currently oil companies are having a difficult
> time in finding new places to drill where the hurdle rate makes sense.
> At some point they are going to have to start drilling or buying
> other energy companies. If you look at a coal company as an energy
> company such as an oil company is an energy company, you could come
> up with higer valuation. I know this is kind of twisted logic especially
> when you look at earnings but here is an example. Peabody(BTU) has
> more reserves in the ground than Exxon does in terms of BTU's. The
> market cap of Exxon is $450 billion vs. $20 billion for Peabody.
> Every year Exxon's production is declining with not much hope of
> ever stopping it. Would XOM be willing to pay $30 billion (50% premium)
> to double it's reserves in terms of BTU's? What should we value future
> coal reserves if believe worldwide oil production will start to decline
> soon?
>
> Thanks,
> Don]]> Fri, 20 Jun 2008 17:25:16 -0400
Why ACI & KOL ? Because I was long ACI and put my son
into KOL.......when I had reason to monitor (my first ETF)
I simply liked what I saw.

Be well & thank you for the post and the "me to" which always
helps !

Tom


On Jun 20 02:21 PM User 161473 wrote:

> Mark,
>
> You always have good comments.
>
> I wanted to say a few things about coal. One thing you didn't mention(at
> least I think you didn't mention) was the price of Nat Gas which
> is the direct competition for coal. As nat gas prices go up, so will
> demand for coal as utitilities switch to the cheapest generation
> input further pushing up prices.
>
> I think everyone is starting to realize that all energy sources are
> interconnected(oil, gas, coal) When we have shortages of one it pushes
> up the price of others. Currently oil companies are having a difficult
> time in finding new places to drill where the hurdle rate makes sense.
> At some point they are going to have to start drilling or buying
> other energy companies. If you look at a coal company as an energy
> company such as an oil company is an energy company, you could come
> up with higer valuation. I know this is kind of twisted logic especially
> when you look at earnings but here is an example. Peabody(BTU) has
> more reserves in the ground than Exxon does in terms of BTU's. The
> market cap of Exxon is $450 billion vs. $20 billion for Peabody.
> Every year Exxon's production is declining with not much hope of
> ever stopping it. Would XOM be willing to pay $30 billion (50% premium)
> to double it's reserves in terms of BTU's? What should we value future
> coal reserves if believe worldwide oil production will start to decline
> soon?
>
> Thanks,
> Don]]> http://seekingalpha.com/article/80722-managed-care-industry-positioned-for-growth?source=feed#comment-182840 182840
Both HUM and WLP came off like a rock at about the same time.

What would have caused this event in two stocks simultaneously.

Thanks..........Tom Durkin]]> Tue, 10 Jun 2008 17:24:41 -0400
Both HUM and WLP came off like a rock at about the same time.

What would have caused this event in two stocks simultaneously.

Thanks..........Tom Durkin]]> http://seekingalpha.com/article/79668-oil-consumption-how-does-today-compare-to-1980?source=feed#comment-182073 182073 become attached to the price of the underlying traded commodity."

Well, that statement will definitely cause a ton of "so whats", "they always have", "tell
us something we don't know", and a chorus of some vile insults.

As great a company is (RIG etc.) it will fall like a rock these days when that underlying
commodity gets traded to what is perceived as a trend. "Hey !!! They are buying/selling
crude down there as if this were Monopoly.......The stockholder then thinks of nothing
redeeming on his favorite sector and unloads his position.

That is not even ground and unless I get some confirmation on direction I have to
view the stock with jaundiced eyes.......and that is not how I view stocks for any
holding term.

Thanks


On Jun 02 11:12 AM Right in San Francisco wrote:

> au contraire. For short term investors, the question may be whether
> the current price reflects the current information. For longer term
> investors, the question is "do the underlying factors and trends
> suggest that the current situation will continue." The key equation
> for me is the inexorable, broad-based growth relative to the constraints
> in supply. Any time I can get more data on this, it is helpful.
>
> RightinSanFrancisco.co...]]> Mon, 09 Jun 2008 16:55:15 -0400 become attached to the price of the underlying traded commodity."

Well, that statement will definitely cause a ton of "so whats", "they always have", "tell
us something we don't know", and a chorus of some vile insults.

As great a company is (RIG etc.) it will fall like a rock these days when that underlying
commodity gets traded to what is perceived as a trend. "Hey !!! They are buying/selling
crude down there as if this were Monopoly.......The stockholder then thinks of nothing
redeeming on his favorite sector and unloads his position.

That is not even ground and unless I get some confirmation on direction I have to
view the stock with jaundiced eyes.......and that is not how I view stocks for any
holding term.

Thanks


On Jun 02 11:12 AM Right in San Francisco wrote:

> au contraire. For short term investors, the question may be whether
> the current price reflects the current information. For longer term
> investors, the question is "do the underlying factors and trends
> suggest that the current situation will continue." The key equation
> for me is the inexorable, broad-based growth relative to the constraints
> in supply. Any time I can get more data on this, it is helpful.
>
> RightinSanFrancisco.co...]]> http://seekingalpha.com/article/80058-is-lehman-in-the-midst-of-a-bear-stearns-like-meltdown?source=feed#comment-179669 179669
Well said and in verbage I can understand on one pass.

While the braintrust at LEH has already picked a fall gal
for the job of layering lies and dreaming up more language
for the lazy......the Fed, again, will not let this outfit fail.

"You wanted the big bucks sis......now show 'em your stuff !"

Nothing less than Devil's Island is suitable for these fakes.

"Hey !!! There's always the Fed. "But your spokesman (and
with a fiduciary role) said........ ]]> Thu, 05 Jun 2008 10:47:09 -0400
Well said and in verbage I can understand on one pass.

While the braintrust at LEH has already picked a fall gal
for the job of layering lies and dreaming up more language
for the lazy......the Fed, again, will not let this outfit fail.

"You wanted the big bucks sis......now show 'em your stuff !"

Nothing less than Devil's Island is suitable for these fakes.

"Hey !!! There's always the Fed. "But your spokesman (and
with a fiduciary role) said........ ]]> http://seekingalpha.com/article/76545-colfax-ipo-should-get-your-liquids-flowing?source=feed#comment-167124 167124
Your analysis is pure "GOLD". All too many will simply "take a flyer"
thinking of nothing but someone else (CFX) doing the work as
they fall into a great space these days.

Many thanks and I would be further indebted if you cared to
share your latest ideas........

Prosper,

Tom Durkin / TomD728@gmail.com





Great work and many thanks....]]> Tue, 13 May 2008 18:52:38 -0400
Your analysis is pure "GOLD". All too many will simply "take a flyer"
thinking of nothing but someone else (CFX) doing the work as
they fall into a great space these days.

Many thanks and I would be further indebted if you cared to
share your latest ideas........

Prosper,

Tom Durkin / TomD728@gmail.com





Great work and many thanks....]]> http://seekingalpha.com/article/76683-china-cosco-ride-the-dry-bulk-profit-wave?source=feed#comment-166112 166112 commodity.

Sure, you go into CICOF @ 4.00 and know you have to buy a
"boatload" for the trade to pay.

Pink Sheets ? Now who is watching the store ?

I'm going to put this on my watchlist,however,and if the
stock gathers the same sentiment as the author ....it
ain't too late.

Best,

Tom ]]> Mon, 12 May 2008 08:24:40 -0400 commodity.

Sure, you go into CICOF @ 4.00 and know you have to buy a
"boatload" for the trade to pay.

Pink Sheets ? Now who is watching the store ?

I'm going to put this on my watchlist,however,and if the
stock gathers the same sentiment as the author ....it
ain't too late.

Best,

Tom ]]> http://seekingalpha.com/article/76481-the-humble-arithmetic-of-portfolio-management?source=feed#comment-166000 166000
1.What do you consider "actively managed" ?
2.How old is the "client".
3.Are we asking about the power of the 401K and the like.
4.The power of cost averaging over time.
5.Being certain that you or your investor novice is watching
the activity within a fund....mind you not critisizing holdings
that may be off or sleeping better as the top % holdings are
hot.

With re-invested dividends and monthly contributions into a Roth
or Traditional IRA or both, a good fund, time tested, would
have the donor wish he/she never heard of bonds muchless
60/40.You want bonds ? Buy convertibles debentures with a
minor stake.

Great piece and all prosper.

Tom

]]> Sun, 11 May 2008 22:00:27 -0400
1.What do you consider "actively managed" ?
2.How old is the "client".
3.Are we asking about the power of the 401K and the like.
4.The power of cost averaging over time.
5.Being certain that you or your investor novice is watching
the activity within a fund....mind you not critisizing holdings
that may be off or sleeping better as the top % holdings are
hot.

With re-invested dividends and monthly contributions into a Roth
or Traditional IRA or both, a good fund, time tested, would
have the donor wish he/she never heard of bonds muchless
60/40.You want bonds ? Buy convertibles debentures with a
minor stake.

Great piece and all prosper.

Tom

]]> http://seekingalpha.com/article/76539-a-look-at-earnings-from-transocean-and-devon?source=feed#comment-165271 165271 in a big way.Give you a reason ? The fundamentals in
crude have not really changed.

Why not last year or '06 ? And what has changed ? Nothing
except for the lust not to let, what has become a historic
up-tick escape the locals......and companies who never hedged
are now doing so.

Sure, crude could vault to $200 or better while this new frontier
has to contend with itself on "what next".

The mere fact that pricing on great stocks like RIG et al are intractably tied to the commodity itself gives me pause to
think about the dog and it's tail.Always been this way ?
Uh Uh !!!!!!!

And what a technical picture on the very basics P:E, Income,
etc.

When crude does start back to real per barrel pricing the
exodus will be worse than a fire at the disco......

Anything concrete to offer the respected participants ?
Absolutely none...it just seems as if I've seen this movie before.

In any case I hope the longs prosper ...me ? I just have a
ticket to the show.

Out of RIG with a wonderful profit 6 weeks ago.

]]> Fri, 09 May 2008 21:54:03 -0400 in a big way.Give you a reason ? The fundamentals in
crude have not really changed.

Why not last year or '06 ? And what has changed ? Nothing
except for the lust not to let, what has become a historic
up-tick escape the locals......and companies who never hedged
are now doing so.

Sure, crude could vault to $200 or better while this new frontier
has to contend with itself on "what next".

The mere fact that pricing on great stocks like RIG et al are intractably tied to the commodity itself gives me pause to
think about the dog and it's tail.Always been this way ?
Uh Uh !!!!!!!

And what a technical picture on the very basics P:E, Income,
etc.

When crude does start back to real per barrel pricing the
exodus will be worse than a fire at the disco......

Anything concrete to offer the respected participants ?
Absolutely none...it just seems as if I've seen this movie before.

In any case I hope the longs prosper ...me ? I just have a
ticket to the show.

Out of RIG with a wonderful profit 6 weeks ago.

]]> http://seekingalpha.com/article/75302-ode-to-joy-global-cramer-s-mad-money-5-1-08?source=feed#comment-162475 162475
Come back to us Seamus !

seekingalpha.com/symbo...]]> Tue, 06 May 2008 07:50:18 -0400
Come back to us Seamus !

seekingalpha.com/symbo...]]> http://seekingalpha.com/article/75034-commodity-conundrum-solved-the-hidden-parameter-in-interest-rates?source=feed#comment-160166 160166 fundamental view while Mr.Hamou is trying to relate to two movements apart and, of course, effect.

Mr.Hamou may be on to something but the piece lacks any real
testing from past action.

Me ? Where there is a crying need for any product you can
throw hypothesis out the window.]]> Thu, 01 May 2008 12:54:01 -0400 fundamental view while Mr.Hamou is trying to relate to two movements apart and, of course, effect.

Mr.Hamou may be on to something but the piece lacks any real
testing from past action.

Me ? Where there is a crying need for any product you can
throw hypothesis out the window.]]> http://seekingalpha.com/article/74804-american-water-works-ipo-analysis-just-an-exit-strategy-for-parent-company-rwe?source=feed#comment-159427 159427
I would subscribe to his IPO newsletter if I could only get a
shot at decent and promising IPOs.

Tom Durkin (Durkin44@gmail.com)
]]> Wed, 30 Apr 2008 11:57:14 -0400
I would subscribe to his IPO newsletter if I could only get a
shot at decent and promising IPOs.

Tom Durkin (Durkin44@gmail.com)
]]> http://seekingalpha.com/article/74550-tech-stocks-to-lead-the-new-bull-market-higher?source=feed#comment-158463 158463 assume that any "thinking" by the investor went into
the process.

Would it not be grand if the daily volume were delineated
by who was responsible for sell trading: Hedge Funds, Margin
Calls, Mutual Funds, Option Players, etc., etc.

Were that information available the data would aid immensly
those who believe in the long term merits of their holdings,
especially the high volume stocks we see at the top of the
daily action.

Then again, that scenario would effect those of sound mind
from scooping up the over-sold.......and that is one wonderful
way of beating the knot heads while adding on a "Fire Sale"
price.

The cases cited are a wonderful example and in my case I
was delighted to pick up SGP after the knee jerk sell off.

I have used that selection process to add, without trepidation,
and I'm off to the next one.

This missive is not about me but something for the Alpha
Community to explore and make life a bit easier in what
seems to be a senseless process at times.




]]> Tue, 29 Apr 2008 07:14:04 -0400 assume that any "thinking" by the investor went into
the process.

Would it not be grand if the daily volume were delineated
by who was responsible for sell trading: Hedge Funds, Margin
Calls, Mutual Funds, Option Players, etc., etc.

Were that information available the data would aid immensly
those who believe in the long term merits of their holdings,
especially the high volume stocks we see at the top of the
daily action.

Then again, that scenario would effect those of sound mind
from scooping up the over-sold.......and that is one wonderful
way of beating the knot heads while adding on a "Fire Sale"
price.

The cases cited are a wonderful example and in my case I
was delighted to pick up SGP after the knee jerk sell off.

I have used that selection process to add, without trepidation,
and I'm off to the next one.

This missive is not about me but something for the Alpha
Community to explore and make life a bit easier in what
seems to be a senseless process at times.




]]>