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  • Sucker Yield REITs: Does Annaly Capital Management Qualify? [View article]
    I understand how you feel about the common stock. What is your view about owning the just short of 8% yield preferred?
    Sep 5 07:23 AM | 3 Likes Like |Link to Comment
  • iShares Mortgage REIT Capped ETF announces quarterly distribution of $0.2917 [View news story]
    Surprised at such a sharp reduction over previous since sector seems to have stabilized and most are maintaining divs.
    Jun 24 03:41 PM | Likes Like |Link to Comment
  • American Capital Agency's Recent Book Value And Dividend Compared To Its Agency mREIT Peers - Part 1 [View article]

    Do you think AGNC is holding off on Div announcement due to bad news to come?
    Mar 20 12:24 PM | 3 Likes Like |Link to Comment
  • American Capital Agency's Dividend Range Scenarios For Q1 2014 [View article]

    You think the lack of action on the AGNC div announcement is negative?
    Mar 20 09:12 AM | 2 Likes Like |Link to Comment
  • Netflix to bring in venerable actresses for next original series [View news story]
    Jane Fonda? I'm cancelling my subscription and selling my stock.
    Mar 19 01:56 PM | 1 Like Like |Link to Comment
  • American Capital Agency's Dividend Range Scenarios For Q1 2014 [View article]
    As usual, great info and thorough analysis.
    Mar 6 11:33 AM | 5 Likes Like |Link to Comment
  • Bullish On Netflix At $450? [View article]
    "....and its efforts to tame content costs succeed..." This is the big "If". So far, so bad. And without the ability to raise prices, (Very price inelastic) it is now painted into a corner where it is d--ned if they do and know the rest. They had to solve their streaming quality problem, but did it at the expense of the bottom line. The new deal with Comcast works out to a fixed cost per subscriber. Can't recover without a price hike and they will lose buckets of subscribers with a price hike. A dilemma I would not want to face in my business. When the market steps back from its exuberance it will not be so thrilled with NFLX. Range bound 400-460 for some time to come.
    Feb 27 01:36 PM | 1 Like Like |Link to Comment
  • Netflix's Comcast Deal Supports $490 Price Tag, What's Next For The Market [View article]
    Truly astronomical P/E (can you say 2002?) and what must be a huge increase in costs with little room for a price increase cannot mean good things for the bottom line and will only increase the P/E going forward. This is a less than 300.00 stock. Waiting for the market to catch on that the rally was the opposite of the reaction it should have had if it were facing reality instead of wishful thinking. Only thing driving this stock is more buyers than sellers. Doesn't mean there's more smart people than lemmings. (We all know the opposite is true---can you say Hope and Change?) Time will shake it all out, just like AAPL.
    Feb 27 09:43 AM | 1 Like Like |Link to Comment
  • Earnings Preview: 3D Systems [View article]
    Yes, we should ignore the hype.
    Feb 27 09:32 AM | 2 Likes Like |Link to Comment
  • 3D Systems: 4-D Printing A Threat To Long-Term Margins? [View article]
    DDD has taken a short term beating from the earnings warning, bears and Citron. As all stocks which have been oversold due to fictitious speculation, it rebounded nicely and is forming a bull flag going into earnings tomorrow. Will probably drop on earnings just as it did on the warning from management a few weeks ago. Funny how warnings and earnings seem to coincide with price drops. Everybody knows what's coming, but they panic when they hear the news again. If there is a panic, it will rebound nicely in the weeks following as the market realizes DDD is the leader on the cusp of an industry ready to explode, and resume business as usual. DDD is the Mcdonalds of its industry. The AAPL of the industry's eye. Nothing wrong with SSYS either. Ive got 75 May 14 naked puts which I expect to go out worthless. If they don't, I'll gladly take the stock at that point.
    Thanks for the opposing viewpoint.
    Feb 27 09:13 AM | 9 Likes Like |Link to Comment
  • American Capital Agency's Dividend Sustainability Analysis (Post Q4 2013 Earnings) - Part 2 [View article]
    Scott, You are the "idiot-savant" of the Reit sector. (That's a good thing).
    Feb 25 08:18 AM | 6 Likes Like |Link to Comment
  • Netflix Is Still Wildly Undervalued [View article]
    They are waiting to see if NFLX can negotiate profitable cost basis for the services they are currently selling BELOW cost in order to gain subscribers. NFLX has its "neck" stuck WAY out there and could be the house of cards ready to tumble. Very high risk stock right now.
    Feb 19 08:40 AM | Likes Like |Link to Comment
  • A Brief History Of Gold And Why It's Overvalued By A Factor Of 2 [View article]
    Better not get rich:)
    Feb 14 09:21 AM | 1 Like Like |Link to Comment
  • Primed To Plunge? 5 Hot Stocks Vs. A Correction [View article]
    Appears you have touched the hearts of some TESLA fanatics. Excellent article. I feel you have scratched the surface of the beginning of another 2002 Tech bubble.
    Feb 13 04:35 PM | 2 Likes Like |Link to Comment
  • A Brief History Of Gold And Why It's Overvalued By A Factor Of 2 [View article]
    "And the good news is that we have a really great long-term data set on this, the Consumer Price Index.

    Don't like the CPI? That's cool. But don't tell me about it. Take your beef to the really intelligent people over at the Bureau of Labor Statistics. Tell them you have more accurate data on this stuff than they do and that you know of a better way to do things. Shadow Stats Guy, if you're reading, send me your data and I'll run this with your numbers. I'm curious how it'll look."

    Indeed, what would gold look like if we peeled away the fantasy the Govt presents as the CPI. Since your main premise is that Gold oscillates around the CPI I can only say---"Garbage in---garbage out". I totally agree with your premise, just that the data is totally flawed. Without accurate CPI then we have an inaccurate gold price. Taking it to the Bureau Of Labor Statistics to argue reality would be like telling a sociopath he shouldn't kill folks. Both will listen and act in the same way.
    Feb 13 04:21 PM | 4 Likes Like |Link to Comment