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Anonymous 2

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  • Calling All Tax Geeks: Calculating The Cost Of New Tax Increases [View article]
    Curiosity:
    I am retired with only IRA investments - about 80% Traditional and 20% recently converted to Roth. I do not have any personal "taxable" portfolios of investments. Thus, like many in my position, I do not "care" about income vs capital appreciation within my IRAs. But I do tend to focus on the income component of the total return potential of investments within both of my traditional and Roth IRAs.
    It seems that you have spent a lot of time in senior sales positions with writings which emphasize Tax issues.
    To what extent do you have a formal tax/accounting education.
    I plan on sending your items to my CPA who does my tax prep work and thus I am sure she will ask me this. Perhaps this would be of interest to others who "follow" you as I do.
    Thanks for your interesting articles.
    Tal Fletcher
    415-454-3777
    Mar 12, 2013. 11:42 AM | Likes Like |Link to Comment
  • Dividend Aristocrats Vs. Select Dividend Index [View article]
    Next,perhaps a comparison with DOD and SDOG actual - since inception - and theoretical using computers and other "what if" comparative data.

    Another confusion point for many - at least me -
    to what extent do charts (Like StockCharts.com) include the effects of dividends? and assuming I am correct and they do not, are there services which can provide this without having to add up the monthly or quarterly income and cap gain payout distributions?
    For example
    many high yield stocks and all the aristocrat dividend paying stocks show the typical chart - say the low price is 10. And 3 years or 10 years later it shows a price of 30. It appears it it up 200% but such charts do not show the real return which should show a totalreturn including an assumption of dividend reinvestment Is their a charting service which shows both and or one which acknowledges that the stock price is up 200% but in addition the company paid $ x dollars of cap gain and income along the way?
    Mar 5, 2013. 10:38 AM | Likes Like |Link to Comment
  • RAIT's Turnaround Gains Momentum [View article]
    Thomas: I hope you stay with providing well written research comments on stock of interest to you.
    I note some of your followers own the stock, own the preferreds and some own both.
    Of the preferreds, with different stated rates of payments, are there any specific items with regard to each of the three which make one more attractive than the other - other than the "Yield to call/maturity" vs "Current yield" and or the years to maturity?
    Feb 27, 2013. 02:31 PM | Likes Like |Link to Comment
  • Company-specific risk for tech stocks is at its highest level in 5 years, claims Morgan Stanley's Adam Parker. He thinks this "typically this bodes well for alpha generation in the technology sector," and suggests investors focus on individual equities rather than sector/thematic plays. Meanwhile, Bespoke observes 28 out of 70 S&P 500 tech stocks (40%) now yield more than 2%, giving them a payout above that of 10-year Treasurys. STX tops the list at 4.9%, followed by INTC at 4.35%. [View news story]
    Would be interested in seeing a list of Hi Tech companies traded on the NYSE and or available to U.S. Investors which are known global leaders in the various hi Tech sectors which have been consistent dividend payers over the past few years. Obviously an ETF which focuses on such attributes would be of interest to those seeking some diversification.
    Feb 26, 2013. 07:46 PM | Likes Like |Link to Comment
  • Gold's Death Cross Hastens Mining ETFs' Death Spirals [View article]
    The article suggests that the death cross occurred recently for GDX and GDXJ. No so.
    It occurred at 33 in case of GDXJ back in early 2011
    and at 57 on two occasions in 2011 at about 57.
    Observers of these Gold and Death Crosses will note that they "work" especially well when the Death Cross Below occurs when the 200 day is already trending down and the gold cross works best when the 200 day is moving up.
    Six "strengths" of the indicators relative to the price of the stock/ETF:
    Above the MAL
    Below the MAL
    MAL moving up
    MAL moving down
    Shorter term MAL above
    Shorter term MAL below
    Obviously making such an analysis with BOTH the sector or benchmark index as well as the selected stock helps make sure the investor is buying strong stocks which are in a string sector - and vice versa.
    Feb 21, 2013. 05:10 PM | Likes Like |Link to Comment
  • Allocating For Superior Returns [View article]
    It might be of some interest to see a spreadsheet of dividend yields of these 9 sectors as well as the range of these yields. It might be worth while considering weighting each sector based on it's current dividend yield vs where this is in terms of the sector's past ten years of 12 month average rolling yields. For INCOME objectives - perhaps placing larger allocations when the sector is yielding near the high end and lower allocations when the sector's current yield is near its low end.
    Not sure if this makes sense - (as it seems to for those who use the dogs of the DOW strategy.)
    This strategy could be supplemented with the use of fundamental analysis relative to future expectations of corporate ability to increase or lower dividend payouts.
    Feb 18, 2013. 06:22 PM | Likes Like |Link to Comment
  • NYSE Margin Debt Stalks All-Time Highs [View article]
    In the good old days using margin allowed retail investors buy $200 of stock on $100 of equity using 50% margin.
    In addition, as I recall, many/most firms did not allow mutual funds to be in margin accounts.
    But now ETFs are in margin accounts and a GROWING number of etfs are leveraged as much as 3 to one and thus
    Still the same except one "Thing" and that is the fact that ETFs are marginable and can be used to backup margin cash to buy a 3 for 1 bull etf thus ending up with a 4 to one equity play and thus now the same amount of margin being used is resulting in significantly more risk and now that short ETFs are being use this adds to the amount of "risky" hedged investments creating a different level of leverage not available to the non professional investors.
    Maybe I am missing something.
    Feb 16, 2013. 10:00 PM | 1 Like Like |Link to Comment
  • Looking Under The Hood Of The Top 5 Preferred ETFs [View article]
    David: Now that some of the comments above have brought up a few of the new ETF names - PXFX, PDT (closed end fund?), BWF ( Single corporate pfd - not a fund ?, - in addition to these, I am monitoring IPFF, SPFF, FPE .
    Ir would be "of interest" to see a side by side listing of each of their top 10 positions along with each position % equity allocation and show the "what if" equal dollars invested in each fund, which are the biggest to smallest total positions (using just the top 10 of each) of these 9 (?) different a ETFS (Just add the % allocations of any one position in all the 9 selected ETFs and divide by 9 to get an idea of what ones total portfolio of the (9) different portfolios combined.
    Off hand without doing the work I'd bet the WF Preferred would be one of the larger Pfd Positions.
    In any event net after fees, what has been the volatility of the past few years of rolling 12 month periods of dividend payouts. and have there been any trends in this? and what has been the daily, weekly or monthly standard deviation of price changes - ie which have n=been most volatile relative to the steadiness of the 12 month dividend payouts. Just a few ideas. This May 2012 review has been helpful in comparing and now with a new economy, maybe a good time for an update. Thanks
    Feb 13, 2013. 09:53 PM | 1 Like Like |Link to Comment
  • Taking Advantage Of Rising Energy Prices [View article]
    It might be of interest to your readers to view similar "spreadsheets"
    of each of the major sectors using the most liquid of the available ETFs for all the monthly changes for this same period of time.
    Using the last line of each of the charts, an investor could easily come to their own conclusions with regard to the optimal "first of the month"
    to invest and the best "last of the month" liquidation based on his investing/trading modus operandi.
    I for one would find such data useful.
    Coloring Green text for up and Red for down would make it even more user friendly
    Feb 12, 2013. 02:16 PM | Likes Like |Link to Comment
  • It's Time to Buy These Two International Markets, Stat [View article]
    LAST january you referenced the MSCI Emerging Markets *MXEF"
    as one of three ways to invest to participate in the rebound of China.
    I was unable to find this specific (There re many MSCI securities)
    company -perhaps a corrected symbol?
    Feb 9, 2013. 02:41 PM | Likes Like |Link to Comment
  • Bullish Blizzard [View article]
    Going back to the highs of 1999-2000 and the macro lows and highs since for most equity benchmark indices, it appears that their peaks occurred in the mid 2006-7 period and the current bull move shows that
    most of the benchmarks have not (yet ?) closed at pr above this "all time peak".
    if in fact this 2006-7 peak is not surpassed on a closing basis during these next few days (weeks?), This formation might be called a "Macro" H&S pattern.
    Just an observation.
    Feb 9, 2013. 01:55 PM | Likes Like |Link to Comment
  • A Bull Market First: Apple Underperforms [View article]
    Perhaps showing in red each of the months that Apple underperformed the SP500 would address latrina's (above) concerns.
    Doing the same comparison versus the XLK (technology ETF) might also provide interesting conclusions.
    What was not brought out of the chart was any comparison of data
    which (using hindsight of course) might produce information as to those who are willing to evaluate past "historical macro trends" of the stock vs :the market benchmarks in order to take appropriate action to take advantage of the (about ten) rather significant peaks and valleys in these past 12 years.
    This could be an interesting subject - to others besides myself - of future comments.
    Feb 9, 2013. 01:22 PM | Likes Like |Link to Comment
  • Soaring optimism from investment newsletter writers means losses ahead for stocks, writes Jason Goepfert. Going back to 2000, there have been 9 other times when sentiment rose to these levels, he says, and in each of those cases the S&P was lower a month later, with the median loss 3.1%. In 8 out of 9 cases, the S&P was lower 6 months later, with the median loss 4.25%. [View news story]
    In terms of Optimism Level Measurements from investment news letters, what were month/year equity market benchmark levels at during which the sentiment registered their lowest levels? and,of course, what their levels one, 3, 6 and 12 months later.
    A spreadsheet showing such might be of interest if it also includes
    some of the ETFs representing various Equity sectors.
    Obviously, insider buy/selling levels should be in this spreadsheet.
    The "printing presses" - referenced in the above comment by Ray - should include both bullish and bearish the "printing presses" of investment newsletters.
    Feb 8, 2013. 12:42 PM | Likes Like |Link to Comment
  • 5 Compelling Reasons To Sell Gold [View article]
    I have always thought that most professionals have concluded that there is at least "some" correlation in terms of price of metals and to (at least) some extent the price of the two ETFS - GLD and SLV -
    since both ETFs have been trading. And that the SLV ETF has been more volatile.
    What with this admittedly hedged comment being stated, To what extent would Mike Williams and others view that for those interested
    in maintaining a "Macro" investment position in Precious Metals would a "Long SLV Silver Short GLD Gold" position make sense as a viable long term (one to 4 year) portfolio hedge based on the various U.S. Economic cliff, the volatile make up of EURO/Asia socio/economic viability, and increasingly volatile Mid East/Africa geopolitical uncertainties all unfolding during the next 4 years?
    Feb 4, 2013. 02:06 PM | Likes Like |Link to Comment
  • Platinum Is Outperforming Gold Despite A Large Deficit: Is It A Buy? [View article]
    Why bother with Palladium ?
    When looking at the stock/ETF charts of Gold, Silver and Palladium stocks mentioned above during any of the past (various) one, two and three time periods, the Gold and Silver provide less volatile price trends and are better absolute returns than any of those which are considered to be Palladium.
    Compare short term (less than 12 months) or long term (More than one year) trends of PAL, GLD and SLV, and although Precious minerals are often bought as a hedge vs Equity markets, the GLD and SLV charts have provide a positive trend - not so with any of the Palladium stocks for these short and long term trends.
    Jan 17, 2013. 01:14 PM | 1 Like Like |Link to Comment
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