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  • Are mREITs Stabilizing Or Are We Just Preparing For Another Plunge? [View article]
    Trend even identified does not predict. When the variable (book value) does not follow the trend (erosion) it is too late to buy. Trends are only good to talk about past.
    Feb 5, 2014. 02:40 AM | 7 Likes Like |Link to Comment
  • Dumpster Diving: Is J.C. Penney Worth A Gamble? [View article]
    SVU went down from 8 to $2 just to come back quickly to $8,
    NOK went down from 8 to $1.7 just to come back to $8
    ALU, PBI, EXPR, AMR same story.
    JCP -nothing new in this story.
    Someone wants it badly all of it. Join the party, buy, hold, let him have it all, and there will be more parties to come, unless those people change their strategy how to fool us next time.
    Nov 26, 2013. 04:49 PM | 2 Likes Like |Link to Comment
  • American Capital Agency Investors Could Get Crushed, Again [View article]
    Election day is coming and the stock market will go down, TLT and mreits will go up regardless of risks and earnings, that is when I will sell 60% of them, but for now will use the trading channel: sell/buy 10-20% of AGNC, holding the rest.
    Agree on management, it is the best.
    Nov 10, 2013. 08:57 PM | Likes Like |Link to Comment
  • Nokia Lumia Is A Threat To Apple [View article]
    Lol, never knew about iBod, cool stuff!
    Nov 10, 2013. 08:40 PM | Likes Like |Link to Comment
  • Nokia Lumia Is A Threat To Apple [View article]
    Next winner will be the company which will also come up a tiny porta-potty attachment to the smart phone and a vibrating dildo. Those are the only things they are missing.
    Oct 30, 2013. 09:20 PM | 1 Like Like |Link to Comment
  • How Is Nokia's Recovery Going? [View article]
    Excellent logic, Ali Gorkki!
    Aug 31, 2013. 01:02 PM | Likes Like |Link to Comment
  • Nokia's Delta Deal Is Delicious, And Missed By The Market Thus Far [View article]
    Wow, I did not expect the guru would answer me. I totally agree with you about the long trend for NOK. Long term investors don't even read such articles. But at the mean time we read articles to understand better timing for buying and exit strategies. I got your point, that is why I will most like buy NOK when it falls for any reason.
    Aug 27, 2013. 03:05 PM | Likes Like |Link to Comment
  • Nokia's Delta Deal Is Delicious, And Missed By The Market Thus Far [View article]
    That is exactly what I was told when bought AMR at $0.35. The Universe has unlimited potentiality. I bought NOK at $1.6 when you guys were telling me to put away the substance and not to catch the falling knife. I sold NOK and bought many times. I may buy it again if it goes down. Diablogun, I did not say it will go down, I said IF it will go down.
    Aug 27, 2013. 02:57 PM | Likes Like |Link to Comment
  • Nokia's Delta Deal Is Delicious, And Missed By The Market Thus Far [View article]
    Not only NOK but many other companies reporting great earnings exceeding expectations are being dumped recently. Be cautious, everything is counter-intuitive recently on the market. It is no surprise that market is not responding to such good news about NOK. I will wait until it drops to $3.2 than buy it again. If not, there are much better opportunities than NOK for investment, why being so attached to NOK?
    Aug 25, 2013. 02:03 PM | 1 Like Like |Link to Comment
  • Sell Today's Existing Homes Sales Report [View article]
    Inflation is the real driver. Money printed and government debt. That makes your money worthless, hence people run and buy houses again. Interest rate somehow reflects the difference in demand supply of money for buyers. I guess there are more than just home buyer borrowers who want to be in debt. If other borrowers will drive the interest rates higher then home buyers may slow down. It would be interesting to read about the biggest borrowers who influence the most the interest rates and see relative amounts compared to the home market numbers.
    Aug 21, 2013. 12:25 PM | Likes Like |Link to Comment
  • American Capital Agency Corp.: It Could Have Been Worse [View article]
    New Fed chair will do what Obama likes: continue QE, stimulate etc.
    Good article, companies can make money in any environment, they just need some adjustment time. AGNC has a great intelligent team, that is an asset.
    Jul 31, 2013. 09:42 PM | 2 Likes Like |Link to Comment
  • Another analyst throws in the towel on American Capital Agency (AGNC), with Evercore downgrading to Hold from Buy after a 2-month 40% decline (previous). In fairness to Evercore, the team upped MFA Financial along with this move, suggesting it prefers rotating out of the pure-agency REITs and into the hybrid players. AGNC +4.3% premarket. [View news story]
    They are not monkeys, they are gypsies. I have seen them in Europe at the flea markets, I know how they convince crowds to buy or sell. Same methods, you don't need to study finance to know their behavior.
    You don't need to go to medical to school for years to say to a patient: "Something is going on here". That is gypsy tactics to make more tests and take your money..
    You don't need to go school for years to say Sell, Sell, Sell when the stock market is falling. That is gypsy tactics. Analyst downgrading a company when the stock is falling... anyone can do that.
    Forget finances, get yourself a book on gypsies or at least Dr Phil's latest book.
    Jul 11, 2013. 11:40 AM | Likes Like |Link to Comment
  • So Much For BlackBerry Killing Nokia [View article]
    Demand is not that high for for the smartphones. Not everyone needs $700 email/facebook machine on the go. With so many smartphone makers and competition investing in research is killing their budgets. Only Google does well because they use free talents of Linux enthusiasts. GOOG secretly monetizes their achievements.
    Although many people own smartphones they don't know how to use it for productivity. People who need good pictures buy DSLR and don't use smartphone for pictures. Why would one pay for Intel Ramsdale 910 400Gb internal SSD $2000 if they can just use HD smartphone? Because that beast is so fast it can handle more than HD 3D without delays and serious people use serious stuff. Layman buy smartphone and still don't know how to use it (that means there will be no repeat buying) and poor people don't need it anyway, they can just text instead of emailing or talk on the phone.
    Jul 1, 2013. 11:32 AM | Likes Like |Link to Comment
  • Microsoft (MSFT +1.7%) roundup: 1) Telefonica (TEF) and Microsoft plan an "enhanced marketing effort" to promote Windows Phone in the U.K., Germany, Spain, Mexico, Brazil, and Chile. The campaign, which should please Nokia (NOK), is Telefonica's latest attempt to become less dependent on iOS/Android, and thus gain more leverage for cutting subsidies. 2) Sprint (S) has launched its first Windows Phones: Samsung's 4.8" Ativ S Neo, and HTC's 4.3" 8XT. They arrive amidst reports HTC is prepping a WP8 version of its popular One phone. 3) Morgan Stanley thinks Microsoft's rumored restructuring would be "received favorably" by investors, and would "better address the integration among groups of products." [View news story]
    I was fan of Nokia and Windows but Microsoft and Windows will be gone. Here is why.
    I use a supercooled desktop for my work and I like chrome browser. It is fast. I like everything fast (not like tablets or smartphone). I decided to try chrome OS only to find out it is a version of Linux. I downloaded Linux Mint it is totally fascinating. If you reinstall/restore your Sony laptop you will be stuck with tons of drivers that don't want to install or you will need to find one. That is a lot of unproductive work. It takes less than 5 minutes to install Linux with 42000 free applications available. No need to install a single driver!
    That is so easy and PRODUCTIVE! No need for antivirus etc.
    Why Windows? Good product should speak for itself. Dump NOK and MSFT, buy them later at half price and sell them again at a little bump.
    Watch youtube, just search Microsoft gaming boxes and you will see how many people are mad that Microsoft products overheat and have to be thrown away.
    Jun 26, 2013. 12:51 PM | Likes Like |Link to Comment
  • Markets start to fall in earnest as the reality of a tapering and then ending in QE sinks in - even as the chairman is at pains to prove it's anything but a tightening move. The DJIA (DIA -0.8%) is off 145 points as the 10-year Treasury yield soars 15 bps to 2.33%, its highest level in 2 years. Reversing sizable early gains is the mREIT sector (REM -2.3%) - a leveraged holder of the paper the Fed will no longer be buying - with American Capital (AGNC -2%), (MTGE -1.5%), Annaly (NLY -2.2%), Invesco (IVR -2.5%), Two Harbors (TWO -3.5%), and Anworth (ANH -2.2%) leading the way. The greenback (UUP +0.9%) continues to fly higher. [View news story]
    Two weeks ago mreits were going down because tapering was coming, now they are going down because tapering is not coming soon. Fear and greed will make you loose.
    Jun 19, 2013. 03:40 PM | 2 Likes Like |Link to Comment