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  • 2 Long Ideas From David Einhorn's Top Holdings  [View article]
    I'm not familiar with the Seagate story -- Why are they trading at a 4.2 P/E with a 4.68% yield?
    Oct 31, 2012. 07:06 PM | Likes Like |Link to Comment
  • Herbalife (HLF): Q3 EPS of $1.04 beats by $0.03. Revenue of $1.02B (+14% Y/Y) beats by $60M. (PR[View news story]
    I keep getting punished for believing in this piece of junk. I've lost so much trying to play this name, yet I keep coming back. Like a battered housewife.
    Oct 31, 2012. 03:32 PM | Likes Like |Link to Comment
  • Treasuries: If You're Going To Do It, Do It Right  [View article]
    I'm not suggesting that the treasuries themselves will default. People who buy the actual treasury are going to be okay. The people I'm referring to are the traders who would buy something like the TLT. It's wholly possible that it goes to 80-85 if the Fed can't keep a lid on interest rates. Perhaps I should have elaborated more.
    Oct 30, 2012. 02:37 AM | Likes Like |Link to Comment
  • Treasuries: If You're Going To Do It, Do It Right  [View article]
    I agree. I think most people are aware that treasuries are a bubble. Who knows how long it will stay inflated, but I don't want to be holding them when they burst. Overall, the risk vs. reward is very poor. What's the potential upside? 8%? What's the potential downside? 30-40%?
    Oct 29, 2012. 07:43 PM | 1 Like Like |Link to Comment
  • Herbalife (HLF): Q3 EPS of $1.04 beats by $0.03. Revenue of $1.02B (+14% Y/Y) beats by $60M. (PR[View news story]
    This should put the chicken-little doomsayers at ease. Herbalife continues to report huge revenue and EPS growth numbers. Dividend continues to grow at an explosive rate. A company with these kinds of growth numbers, with emerging market exposure, should command more like an 18-20x P/E, and it's currently at 13.6. That puts the share price between $67-75 in my opinion, if it were to be fairly valued.
    Oct 29, 2012. 07:16 PM | Likes Like |Link to Comment
  • Time To Take Some Risk Off The Table  [View article]
    Am I the only one who hates these terms? Risk appetite, risk on, risk off... etc, if you wait for the downturn to happen to take money out of the market, then you're just going to miss the next leg up. When the market waters feel safe enough to dip your toes back in, the move has already happened.
    Oct 29, 2012. 07:01 PM | 1 Like Like |Link to Comment
  • 3 Reasons Google Has Already Peaked  [View article]
    I think if we look back at this article in 10 years we will all laugh... hysterically. They are developing so many life changing products. Some of them will flop, some of them will be huge cash cows. Only time will tell which ones are which. Google glasses, self-driving cars, mining asteroids for minerals... at least one of them will change the world, and the world will continue to evolve.
    Oct 28, 2012. 12:24 AM | Likes Like |Link to Comment
  • Will This Late Arrival Become The Talk Of The Dividend ETF Party?  [View article]
    If a company if financed with long-term debt that is locked in at very low interest rates, it's going to have a lower cost of capital than a company that needs to continually finance in a rising interest rate environment, whether that capital is through debt or equity.
    Oct 27, 2012. 04:17 PM | 1 Like Like |Link to Comment
  • Will This Late Arrival Become The Talk Of The Dividend ETF Party?  [View article]
    LOL! I wish I could give you a high-five over the internet. The bond bubble is hilarious, and I'm chomping at the bit to short them once this Fed experiment is over with, voluntarily or involuntarily. Fortunately, I also bought PSX earlier in the week and was quite pleased when it was up 5.5% today. Guess I got an entire bond's return for one year in one day. Thanks, market!
    Oct 26, 2012. 09:45 PM | 1 Like Like |Link to Comment
  • Investing Means 6, 12 And 18 Years, Not Months  [View article]
    It is so easy to get caught up in the current trend, whether it be a sell-off or the next leg up on the indices. It's always nice to hear Great Uncle Warren speak reason. If anything, take advantage of other peoples irrational fearful selling and use it as an opportunity to get great companies for cheap.
    Oct 26, 2012. 01:05 AM | 1 Like Like |Link to Comment
  • Intel Is Not Inside Berkshire's Portfolio And For Good Reasons, Too  [View article]
    If Intel wants to pay me 4.2% to wait for a recovery... then heck, sign me up.
    Oct 24, 2012. 08:21 PM | Likes Like |Link to Comment
  • Vale: A Smart Pick To Play A Global Recovery  [View article]
    Get paid over 6% yield to wait for a global recovery? Count me in. If you are concerned about additional downside risk, just scale into the position slowly.
    Oct 24, 2012. 04:03 AM | Likes Like |Link to Comment
  • AIG Warrants Demystified  [View article]
    I just want to thank you guys for this discussion. I learned a lot about the opportunity that warrants present.
    Oct 22, 2012. 04:33 AM | 3 Likes Like |Link to Comment
  • Playing With Defensive Dividend Dogs For 24% Annual Net Gains  [View article]
    Herbalife is another one of those mind blowing situations. There is such fear that Einhorn is going to come out with a powerpoint and completely destroy the company. I don't think that day is coming, and shorts can only bear so much pain if they continue to report blow out quarters. I just wish I loaded up when it was at $44 and $46 per share. I gave up trying to play options on it, too crazy of a stock... but a great long term investment.
    Oct 17, 2012. 02:52 AM | 1 Like Like |Link to Comment
  • Return To Bretton Woods: Economic and Investment Implications  [View article]
    Incoming: 3% gain in gold prices tomorrow :-P
    Oct 10, 2012. 04:07 AM | Likes Like |Link to Comment