ozcutty2's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/239563/comments http://seekingalpha.com/article/161568-trading-the-economic-recovery-potential-opportunities-are-staggering?source=feed#comment-679819 679819 Wed, 16 Sep 2009 18:12:08 -0400 http://seekingalpha.com/article/152925-two-asset-management-companies-still-have-room-for-a-rebound?source=feed#comment-635721 635721 I jumped on board AB for its simplicity of operations. Did own some LM but didn't like the debt and SIV issues.
I agree that we should see 40-60 in a few years, possibly even higher if we see a new bull market and if inflation inflates the market]]> Tue, 18 Aug 2009 21:17:28 -0400 I jumped on board AB for its simplicity of operations. Did own some LM but didn't like the debt and SIV issues.
I agree that we should see 40-60 in a few years, possibly even higher if we see a new bull market and if inflation inflates the market]]> http://seekingalpha.com/article/149954-overbought-stocks-7-21-09?source=feed#comment-597355 597355 Other stocks like Banking and Insurance and assett managers have seen the worst, shorting them would be dangerous.]]> Tue, 21 Jul 2009 20:09:38 -0400 Other stocks like Banking and Insurance and assett managers have seen the worst, shorting them would be dangerous.]]> http://seekingalpha.com/article/143672-3-dividend-stocks-to-battle-inflation?source=feed#comment-551118 551118 Wed, 17 Jun 2009 20:53:07 -0400 http://seekingalpha.com/article/143675-u-s-credit-card-defaults-soar-to-record-high?source=feed#comment-551060 551060 Wed, 17 Jun 2009 20:21:05 -0400 http://seekingalpha.com/article/140911-bull-run-on-alliancebernstein?source=feed#comment-532773 532773 Thu, 04 Jun 2009 19:20:27 -0400 http://seekingalpha.com/article/139712-berkshire-hathaway-stock-holdings-and-investment-ideas?source=feed#comment-519031 519031 Wed, 27 May 2009 00:17:13 -0400 http://seekingalpha.com/article/139520-market-outlook-trendless-consolidation-will-give-way-to-major-move?source=feed#comment-518933 518933 Tue, 26 May 2009 21:35:59 -0400 http://seekingalpha.com/article/139520-market-outlook-trendless-consolidation-will-give-way-to-major-move?source=feed#comment-518931 518931 Tue, 26 May 2009 21:34:24 -0400 http://seekingalpha.com/article/139329-why-you-should-stick-with-the-dollar-and-the-u-s?source=feed#comment-517204 517204 Mon, 25 May 2009 19:46:28 -0400 http://seekingalpha.com/article/139298-capital-one-s-accounting-gimmick?source=feed#comment-516404 516404 Sun, 24 May 2009 21:28:23 -0400 http://seekingalpha.com/article/139311-this-is-not-a-bull-market-stocks-are-not-up-and-theyre-headed-even-lower?source=feed#comment-516382 516382
The key point is big inflation = big returns. So if inflation is coming, why would you not want to invest in realestate and stocks?. Buffet made exactly the same point.

Why do you think he owns so much coke stock? if coke is $150 a bottle, be wants a piece of the action!]]> Sun, 24 May 2009 20:06:10 -0400
The key point is big inflation = big returns. So if inflation is coming, why would you not want to invest in realestate and stocks?. Buffet made exactly the same point.

Why do you think he owns so much coke stock? if coke is $150 a bottle, be wants a piece of the action!]]> http://seekingalpha.com/article/136769-a-summary-of-q1-bank-earnings-world-you-just-got-hustled?source=feed#comment-499864 499864
If you think about it, it was a pretty neat trick, and all up its probably a win-win all round.

To me it shows the lengths the US Administration will go to. Maybe thats why Japan was in a banking crisis for a decade, they were too honest or not smart enough to use these tricks!!??!

The question is, what will Q2 look like? do they have any more tricks? Without a good Q2, the banks will drop again. Maybe they can take our some more AIG insurance!]]> Mon, 11 May 2009 23:46:16 -0400
If you think about it, it was a pretty neat trick, and all up its probably a win-win all round.

To me it shows the lengths the US Administration will go to. Maybe thats why Japan was in a banking crisis for a decade, they were too honest or not smart enough to use these tricks!!??!

The question is, what will Q2 look like? do they have any more tricks? Without a good Q2, the banks will drop again. Maybe they can take our some more AIG insurance!]]> http://seekingalpha.com/article/136269-bank-stress-test-the-cheat-sheet?source=feed#comment-494848 494848 Thu, 07 May 2009 21:49:50 -0400 http://seekingalpha.com/article/132482-fairfax-financial-now-trading-well-below-book-value?source=feed#comment-475258 475258 Fri, 24 Apr 2009 01:56:13 -0400 http://seekingalpha.com/article/131653-buyer-beware-30-biggest-bankruptcy-risks?source=feed#comment-470617 470617
This list is pretty good if 3 have gone under already!

Thank god i don't own any. How can i check the CDS spreads of my investments?]]> Tue, 21 Apr 2009 00:36:43 -0400
This list is pretty good if 3 have gone under already!

Thank god i don't own any. How can i check the CDS spreads of my investments?]]> http://seekingalpha.com/article/130639-sucker-s-rally-approaching-an-end?source=feed#comment-462357 462357 Buy stocks that are levered to benifit from a rising market such as asset managers.]]> Tue, 14 Apr 2009 02:27:35 -0400 Buy stocks that are levered to benifit from a rising market such as asset managers.]]> http://seekingalpha.com/article/130140-the-shape-of-recovery-is-it-a-v?source=feed#comment-457046 457046 Wed, 08 Apr 2009 22:12:28 -0400 http://seekingalpha.com/article/130032-if-market-falls-on-earnings-bottom-more-likely?source=feed#comment-457036 457036 What if it doesn't happen? alot of people will lose alot of money by not being in. Thats how Buffett has built such a big fortune, he is always in the game. Whereas others are always trying to trade in and out trying to outsmart the market. Sure Buffet looks silly for being 40% down but in a few years he could be 100% up. Meanwhile doomsayers will still be on the sidelines saying, "its just a bear market rally, wait for the low"]]> Wed, 08 Apr 2009 22:01:47 -0400 What if it doesn't happen? alot of people will lose alot of money by not being in. Thats how Buffett has built such a big fortune, he is always in the game. Whereas others are always trying to trade in and out trying to outsmart the market. Sure Buffet looks silly for being 40% down but in a few years he could be 100% up. Meanwhile doomsayers will still be on the sidelines saying, "its just a bear market rally, wait for the low"]]> http://seekingalpha.com/article/129699-visa-not-everywhere-i-want-to-be?source=feed#comment-454390 454390 ]]> Tue, 07 Apr 2009 01:22:11 -0400 ]]> http://seekingalpha.com/article/129536-credit-card-issuers-and-processors-how-they-re-faring-in-the-crisis?source=feed#comment-452759 452759 Thats why Visa trades at 20xp/e and dfs trades at 3xp/e.
The question is not which is the better company but which is the better investment.
Considering dfs network volume has doubled since 2004, i'd say 3xearnings makes this a better investment]]> Sun, 05 Apr 2009 19:55:26 -0400 Thats why Visa trades at 20xp/e and dfs trades at 3xp/e.
The question is not which is the better company but which is the better investment.
Considering dfs network volume has doubled since 2004, i'd say 3xearnings makes this a better investment]]> http://seekingalpha.com/article/129051-encouraging-similarities-to-the-end-of-the-1973-4-bear-market?source=feed#comment-450241 450241 Thu, 02 Apr 2009 22:54:29 -0400 http://seekingalpha.com/article/128794-alliancebernstein-tightens-investment-belt?source=feed#comment-450113 450113 Thu, 02 Apr 2009 19:24:35 -0400 http://seekingalpha.com/article/128390-exclusive-big-banks-recent-profitability-due-to-aig-scam?source=feed#comment-445955 445955 Buy BAC, GS?????
They always say "don't fight the fed" don't they??]]> Tue, 31 Mar 2009 02:46:19 -0400 Buy BAC, GS?????
They always say "don't fight the fed" don't they??]]> http://seekingalpha.com/article/128477-alliance-bernstein-managing-to-make-money?source=feed#comment-445782 445782 However lots of advisors don't seem to appreciate it, the Motely Fool told people to buy it at $70 and issued a sell at $17. This is ridiculous. Buy now at the bottom of the cycle in earnings and ride back up]]> Mon, 30 Mar 2009 20:00:11 -0400 However lots of advisors don't seem to appreciate it, the Motely Fool told people to buy it at $70 and issued a sell at $17. This is ridiculous. Buy now at the bottom of the cycle in earnings and ride back up]]> http://seekingalpha.com/article/127804-gurus-say-a-bottom-is-in-do-we-listen?source=feed#comment-441729 441729 When people on maintstream catch on and pile back in the rally will have real legs. My favourite stock right now is AB, its like having leverage to any rally without taking out a loan!]]> Thu, 26 Mar 2009 21:23:01 -0400 When people on maintstream catch on and pile back in the rally will have real legs. My favourite stock right now is AB, its like having leverage to any rally without taking out a loan!]]> http://seekingalpha.com/article/127316-how-do-the-ratings-agencies-compare?source=feed#comment-437582 437582 Mon, 23 Mar 2009 23:21:08 -0400 http://seekingalpha.com/article/125338-financial-times-debunks-citi-s-memo?source=feed#comment-422490 422490 I think the FT article is right, its highly suspicous that this was an internal memo not an official trading update. I suspect it was to avoid an SEC probe if it turns out to be BS.
Interesting readers don't like your photo Tyler, looks like they only trust men in suits....like Madoff...]]> Wed, 11 Mar 2009 21:30:59 -0400 I think the FT article is right, its highly suspicous that this was an internal memo not an official trading update. I suspect it was to avoid an SEC probe if it turns out to be BS.
Interesting readers don't like your photo Tyler, looks like they only trust men in suits....like Madoff...]]> http://seekingalpha.com/article/124860-are-stocks-actually-cheap-and-is-this-a-good-time-to-buy?source=feed#comment-419915 419915 Mon, 09 Mar 2009 20:41:45 -0400 http://seekingalpha.com/article/123498-stock-markets-likely-to-fall-further?source=feed#comment-410238 410238 Asuming 2010 recovery, market could bottom in the next 3 months. I noticed JPM and BAC talking about a profitable quarter, any result that are actually a profit from a large bank will see the market shoot up ]]> Mon, 02 Mar 2009 19:01:43 -0500 Asuming 2010 recovery, market could bottom in the next 3 months. I noticed JPM and BAC talking about a profitable quarter, any result that are actually a profit from a large bank will see the market shoot up ]]>