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Qniform

Qniform
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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #43 [View instapost]
    One thing for sure - it creates a nightmarish tax accounting situation in a taxable account.
    Oct 7 12:55 PM | Likes Like |Link to Comment
  • Shiller Data Suggest A Bear Market Could Be Looming [View article]
    Peter, perhaps you can find more credible sources? A brief check reveals some funny background.
    http://bit.ly/1toYP8P
    Oct 4 05:30 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #43 [View instapost]
    גמר חתימה טובה

    (G'mar Hatimah Tovah)
    Oct 4 12:02 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #42 [View instapost]
    ibm
    ubm
    we all bm
    4 ibm
    Oct 3 06:10 PM | Likes Like |Link to Comment
  • Shiller Data Suggest A Bear Market Could Be Looming [View article]
    Well S, then it's time to put the cash under your mattress and not waste your time on SA isn't it? I know quite well what the economic situation. Rose colored glasses really applies to any position that may ignore alternative views of reality. Physician, heal thyself. Again, good luck. I don't see much point to arguing a point I don't assert.
    Oct 3 11:30 AM | 1 Like Like |Link to Comment
  • Plenty Of Reasons To Be Optimistic About Transocean [View article]
    On the other hand, the largest operators are at the greatest risk in a downturn. the hedge is costly on these folks.
    http://bit.ly/1xKMEtN
    Oct 3 10:37 AM | Likes Like |Link to Comment
  • Shiller Data Suggest A Bear Market Could Be Looming [View article]
    snoopy, you certainly have not had time to research this yet, and it sounds like you haven't read the link I gave you. Why not look and see what percent of GDP the balance sheet was? Why not see what history can tell you? I don't say that our policies are good, and I have no position to "stand by." I'm looking at what investments are likely to do well in this environment. Good luck.
    Oct 3 10:09 AM | 1 Like Like |Link to Comment
  • Shiller Data Suggest A Bear Market Could Be Looming [View article]
    snoopy, it isn't really true that the current monetary policy manipulation is unprecedented. Actually, we have done this before. See pages like http://bit.ly/1pJUmeG, and further research on the period will show you that from interest rate fixing to bond purchases - the FRB has inflated its balance sheet before.

    The real difference is whether we can achieve a nice result on exit. The growth curve after WWII bailed us out. Is similar productivity growth possible now? That will decide the result.
    Oct 2 10:09 PM | Likes Like |Link to Comment
  • A Bizarre Pharma Love Triangle [View article]
    Note to readers: inversion deals are history.

    http://reut.rs/1pJRhLQ
    Oct 2 09:45 PM | Likes Like |Link to Comment
  • Cliffs director quits, cites "bullying" at board meeting [View news story]
    http://bit.ly/L1O5qR
    Oct 2 05:59 PM | Likes Like |Link to Comment
  • Vantage Drilling Company Is Not As Valuable As It Seems [View article]
    As far as I can see, this is the most leveraged company in the space. 5x debt to equity. If it survives it can be big, but it's very very speculative. In a liquidation the common is wiped out I think.
    Oct 2 12:55 PM | Likes Like |Link to Comment
  • The Best Pharma ETF [View article]
    Shorter term moves aside, I think that biotech/pharma will outperform because everyone wants to live longer and healthier. An older average age is a secular trend, so I'm overweight the sector(s). Good luck.
    Oct 2 03:10 AM | Likes Like |Link to Comment
  • The Best Pharma ETF [View article]
    D, I don't see how you could parse that from my reply...
    :))
    Oct 1 04:31 PM | Likes Like |Link to Comment
  • The Best Pharma ETF [View article]
    Considering that outperformance can also denote less decline during a market correction, I think Pharma/Biotech and Medical Device sectors are good defensive positions. But they will also correct.
    Oct 1 12:14 PM | Likes Like |Link to Comment
  • How Much Will ConocoPhillips Gain From Foster Creek? [View article]
    You're right Kal. After the divestiture of refining, COP is kind of unique. But - it still has peers if only by similar market cap. You mentioned EOG - down nearly 7% in 30 days vs. COP down less than 4%. QED.

    EOG may be right about preserving assets until better prices come back, but the street clearly doesn't like it.
    Sep 30 09:56 AM | Likes Like |Link to Comment
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