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Qniform

Qniform
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  • Lonely JCP bull sees +10% comp sales growth in Q4 [View news story]
    "The investment firm needs shares to double to justify its Buy rating that it fired up last April."

    Well now...
    Nov 13 01:41 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Sluggish Pace Of Turnaround Continues, No Signs Of Improvement In Q3 [View article]
    As you know, Dante, I stopped responding to you because your arguments seem disingenuous. But this time I have to thank you for demonstrating my point about hypocrisy so graphically.

    EA has written five articles about JCP, and lots more on other topics. You have written ten about JCP - and nothing else. Yes, you have made the point "over and over" about no operating news, yet you keep writing and decry the fact that others do too.

    Brazen?
    Nov 13 10:09 AM | Likes Like |Link to Comment
  • J.C. Penney: Sluggish Pace Of Turnaround Continues, No Signs Of Improvement In Q3 [View article]
    EA, you can't satisfy hypocrisy. You're accused of unjustifiably projecting past results and current trends for forward analysis, but at least you do it thoroughly. Others cherry pick one or another (past) event and project it into a forward analysis entirely divergent from any evidence. This, even when the "event" is nothing more than reported investments! Not even an encouraging business result. Well, of course not - there haven't been any (yet at least).

    Many commenters and at least one author have talked of little else (if anything) as their entire SA contribution. I hope that they have some other investments and/or client advice in their careers. It's pretty foolish to have seemingly staked so much on a single position.
    Nov 13 01:17 AM | 1 Like Like |Link to Comment
  • Intel: The Worst Downgrade I've Ever Seen [View article]
    Wow. I had no idea this was possible! The fabless model is inevitably cheaper!

    With no fab, the chips are produced with absolutely no capital or input costs - probably from another dimension!

    Sheer genius!
    Nov 13 01:01 AM | 2 Likes Like |Link to Comment
  • Why A Simple And Timeless Model Fails To Impress [View article]
    Every gambler has a system, mjs_28s. Good luck with rationality - I'm unchecking the follow box on this one.
    Nov 12 11:41 AM | 4 Likes Like |Link to Comment
  • Why A Simple And Timeless Model Fails To Impress [View article]
    And my point is that you have no data to indicate that "odds are on your side." You simply have another back-test.

    I don't optimize for SMA at all. If I even look at such graphics, I'll look at several periods solely to have a visual on direction and rate of change. I consider none of it at all predictive.

    Anyway, good luck.
    Nov 12 10:51 AM | 2 Likes Like |Link to Comment
  • Intel: The Worst Downgrade I've Ever Seen [View article]
    Good advice AE. Use available data but always form original interpretation.
    Nov 12 10:42 AM | 6 Likes Like |Link to Comment
  • Why A Simple And Timeless Model Fails To Impress [View article]
    How is consistency a remedy for the obvious problem? Any duration is arbitrary, and I will wager any amount you like that I can find dozens of periods within that 100 years where that 10 month SMA result is falsified.
    Nov 12 10:36 AM | 1 Like Like |Link to Comment
  • Dividend Buy Of The Month: Digital Realty Trust, Inc. [View article]
    Pershing has no reported position in DLR.
    Nov 12 09:42 AM | Likes Like |Link to Comment
  • Dividend Buy Of The Month: Digital Realty Trust, Inc. [View article]
    Ah, yes - chowder. The Yoda of SA.

    :-)))
    Nov 12 09:41 AM | Likes Like |Link to Comment
  • Why A Simple And Timeless Model Fails To Impress [View article]
    The fallacy of using any SMA signals is revealed. The best duration is not constant, and is only an artifact of back-testing. Assuming one even wants to attempt market timing (despite the rarity of success doing so), these signals should only be a part of making those timing decisions - a pretty small part for visualization purposes only.
    Nov 12 09:23 AM | 4 Likes Like |Link to Comment
  • Realty Income: Should You Buy At $40 Per Share? [View article]
    A number of considerations and/or drawback have been explained. You don't find them persuasive... well, fine - have at it.
    Nov 12 02:36 AM | 1 Like Like |Link to Comment
  • Outlook improves at Exxon, Argus says in upgrading to Buy [View news story]
    CVX is always more appealing than XOM. For the last 5-8 years anyway.
    Nov 11 11:46 PM | Likes Like |Link to Comment
  • PBF Energy Misses Badly On Q3 EPS [View article]
    Actually, the East coast refineries are different. Delaware City's Nelson Complexity rating is 11.2, and Paulsboro's is 13.2. These are extremely capable refineries which can take advantage of heavy sour product.

    Toledo has a 9.2 rating that does best with the light sweet shale products that are local there.
    Nov 11 11:34 PM | Likes Like |Link to Comment
  • Realty Income: Should You Buy At $40 Per Share? [View article]
    Bruce, (for one) I think your comments have merit and shouldn't be dismissed out of hand. Agreement is another matter, of course... :)
    Nov 11 08:30 PM | Likes Like |Link to Comment
COMMENTS STATS
2,459 Comments
1,594 Likes