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hez365

hez365
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  • 2013 Year Of Rotation Out Of Fixed Income Into Equities, How Much More In 2014? [View article]
    Good, thoughtful article
    Jan 3 03:08 PM | 4 Likes Like |Link to Comment
  • A Series Of Unfortunate Events For Digital Realty [View article]
    Just bought some this morning, I notice a lot of insiders bought recently too
    Nov 14 11:06 AM | 1 Like Like |Link to Comment
  • Why The Rich ETFs Keep Getting Richer [View article]
    Great article, you nailed you points!
    Nov 13 09:46 AM | 1 Like Like |Link to Comment
  • A Fork In The REIT Road [View article]
    Rising interest rate usually are a result of increasing economic activity but since our recovery is so slow investors are taking a wait and see approach, waiting to see if rents can commercial rise.
    Nov 12 11:06 AM | Likes Like |Link to Comment
  • An Income-Oriented ETF That Turns High-Volatility To Low-Volatility [View article]
    What is their policy regarding shares which they are forced to buy in due to their declining below the strike price? Do they hold enough in treasuries to cover a 100% forced buy-in (like if we had another 2009 meltdown)?
    Aug 3 07:19 PM | Likes Like |Link to Comment
  • Intelligent REIT Investors Know How To Separate The Best From The Rest [View article]
    Gotcha, Thanks!
    Sep 28 10:21 AM | Likes Like |Link to Comment
  • Intelligent REIT Investors Know How To Separate The Best From The Rest [View article]
    Good morning from CA Brad, what do you think of RQI?
    Sep 27 12:23 PM | Likes Like |Link to Comment
  • The Conundrum Of Triple Net Lease Valuation [View article]
    Very interesting article! I think that the point about O being the "low cost producer" is only true when the REIT is issuing shares to fund purchases. A high PE is always beneficial to the company since it reduces their cost of equity, but it is always better for shareholders to pay a lower PE for their shares. All the REITs mentioned in your prior article (the Ben Graham article) have had tremendous runs - I wish I had bought them during the crash. Maybe I will next crash!
    Aug 29 10:58 AM | Likes Like |Link to Comment
  • Outlook For Equities: Time To Take The Foot Off The Accelerator [View article]
    What a biased and twisted article!

    Yes, if you tax someone 100% they will not work very hard. This is the communist model. But each person has a their own tax threshold beyond which they will have no further incentive to work, and this level varies.

    I would argue that a poor person has a lower threshold since if you tax someone who is barely putting food on the table they may simply drop out and go on welfare. But if you give a poor person a tax break they will likely go out and spend it locally, thus boosting the economy.

    On the other hand, will a billionaire drop out and go on welfare if you tax him at 50% UNLIKELY! If you cut a billionaires tax rate to Zero will they work harder? NO! In either case the billionaire will still fly off to Cannes to watch movies and drive one of their Ferraris around the French Riviera.

    Therefore taxing the rich and giving it to the poor will boost the economy! Google "Fordism" and see how one of America's greatest capitalists shares my view.
    Aug 25 12:41 PM | 4 Likes Like |Link to Comment
  • Jamba: Earnings, A Disappointment [View article]
    Who here has actually tried Jamba Juice? I have, and love their product. I go there two or three times a week, and when I am not consuming their product I am wishing I was! My colleagues all love Jamba Juice too. Obviously their smoothies are the best, better than McD's. Only small independent juicers come close to or beat JMBA. JMBA also has the best oatmeal vs SBUX, PEET and MCD. No self respecting health conscious person even steps into a MCD so I really don't think there is any threat there. Whenever JMBA runs a special the lines are out the door so they definitely have a following. The upside-downside clearly favors longs, since I don't think the stock is going back to $1.80 whereas if the turnaround continues the upside is maybe $6?
    Aug 9 01:14 AM | 1 Like Like |Link to Comment
  • Jamba: Earnings, A Disappointment [View article]
    It's all relative isn't it? So PEET has 9x better per store revenue but on a per-store basis is valued at about 25x sales, so on this basis is 2.5x more expensive than JMBA. It's OK, you are short and touting your position, I am long at about $2/share and holding out for $4+. One or two more quarters of recovery and this stock will be back from the dead. Better cover while it's down, then join us on the long and loud side!!!!
    Aug 3 09:42 AM | 3 Likes Like |Link to Comment
  • Jamba: Earnings, A Disappointment [View article]
    JMBA has at least 773 stores and a market cap of $167m or $216k per store. For frame of reference PEET has 196 stores and is a takeover target with a $1bn market cap or $5.1m per store. PEET trades at 2.6x sales vs 0.81x for JMBA. As the author points out larger food retailers are trying to break into the healthy drink market, it looks to me that a bid for JMBA would be a quick and cheap way to gain a market leading foothold!
    Aug 3 01:39 AM | 3 Likes Like |Link to Comment
  • Volatility Looks Cheap In A Number Of Ways [View article]
    Tom, where and how do you trade VIX options? The VXX has too much contango tracking error for me....
    Jul 9 07:32 PM | Likes Like |Link to Comment
  • Water ETFs on a Global Stage [View article]
    Hi Tom! Do you have any recommendations of companies which actually own water sources? Most of the listed companies seem to be water processors, and I could envision them losing out if there were less water to process. I own VE and have owned PHO before.
    Feb 26 11:47 AM | Likes Like |Link to Comment
COMMENTS STATS
14 Comments
17 Likes