Seeking Alpha

Anonymous 2

Anonymous 2
Send Message
View as an RSS Feed
View Anonymous 2's Comments BY TICKER:
Latest  |  Highest rated
  • Outside The Box Yield Plays [View article]
    Re HRZN
    anything new other than they missed by a penny??
    Mar 12 03:26 PM | Likes Like |Link to Comment
  • Absurd Bubble Talk [View article]
    Perhaps some more time needs to be devoted to the examination/analysis of the past two or three decades of "peak to peak" periods - the statistical measurements of various absolute and relative valuation data leading up to the "peak". What with the growing use and speed of the internet, the time periods leading to the "fully discounted" valuations has decreased over the years.
    Feb 28 11:19 AM | Likes Like |Link to Comment
  • Day 3 Of The Juniper Vs. Palo Alto Patent Trial [View article]
    Have you looked at ENZO ?
    Based on all the public press releases YTD since 2014 and published schedules of a number of expected different trials and settlement negotiations it too has a bunch of "about to be settled" litigations which could provide some pretty good "revenue". Based on recent price action, it appears that investors are expecting some good news for ENZ.
    Feb 28 04:15 AM | Likes Like |Link to Comment
  • Total Return BDCs: Q1 2014 Final [View article]
    It might be "of interest' to learn the "why" ("criteria?" "Methodology?" "ELIGIBILITY"?) behind the decision to no longer include BDCs in U.S. INDICIES.
    Feb 25 11:38 AM | 3 Likes Like |Link to Comment
  • Total Return BDCs: Q1 2014 Final [View article]
    Might be "of interest" to provide a listing bof indexes which as of yesterday had "x" shares or any of the BDcs in their index and thus provide an estimated total number of shares which need to find a new home. Looks like we have a 30 days of potential weakness and a "one time" opportunity to establish some "buy the dip" positions.
    List in order of current number of shares in total indexes and average daily volume might be helpful too.
    Again,many thanks for you great work. Tal
    Feb 25 10:59 AM | 2 Likes Like |Link to Comment
  • Growth In Cyber Security Spending Looks Positive For Security Stocks [View article]
    During these past two years, have you met with or do you otherwise know the new members of corporate leadership, investment banking relationships and resulting steps taken during these past two years to clean up the balance sheet and refocus their R&D efforts to produce global revenues and profits from cyber products and services at ISC8?
    Feb 15 09:39 AM | Likes Like |Link to Comment
  • What A 118-Foot Superyacht Can Teach Us About Investing [View article]
    You referenced NOBL at the top of your article - a recent ETF offering which appears to be an alternative investment in a portfolio of the SP500 Aristocrat companies and thus a new competitor for investor dollars seeking "risk adjusted" total returns over a period of years which match or exceed the net after fees the total returns of SDY, VIG, DVY and others with similar objectives. ("Risk adjusted" defined as less standard deviation of the rolling 12 month yields - assuming the reinvestment of dividend payouts - of the alternative ETF funds.

    I am sure there are others but I use the following to compare past Total Returns of dividend paying securities which include an option to show effect of an investor using a DRIP plan (best to use in an IRA) which is an efficient way to compound the dividends paid by the investment. This calculator also provides an option to compare the various outcome over periods of time with either an index or another alternative security:

    NOBL looks like it will offer competitive "total returns for an investor using a dividend reinvestment plan, but at what expected estimated current rate - and to what extent do you expect their trailing 12 month rate of payout will reflect a similar "growing" dollar payout (as do the individual Aristocrat Dividend paying underlying companies) it is attempting to replicate?
    There are very few ETFs which provide such a "growing dividend payout record since inception.
    Of the current alternatives, which have a multi year track record, which show the best (1) Consistency and (2) an actual "growing" dollar dividend payout) (3) better risk adjusted (the same or better with less standard deviation) returns?
    Feb 13 12:26 PM | Likes Like |Link to Comment
  • Gary Kain Is Buying Mortgage REITs At A Discount. Should You Follow His Expert Advice? [View article]
    David:Thanks for your 11:43 am reply re my comments about the Yahoo Finance charts
    From what i gather, the Yahoo Finance charts do not show the effect of dividends - only price change for the periods of time.
    Obviously, it would be "of interest" to at least me to know the names and website of any charting service(s) which DOES take into consideration the dividend payouts (including capital gain payouts) of companies and or mutual fund or ETFs - assuming any and all payments by the companies to shareholders are reinvested in company (or MutualFund or ETF) shares at the time of payment.
    Thanks again
    Feb 8 10:49 AM | Likes Like |Link to Comment
  • Gary Kain Is Buying Mortgage REITs At A Discount. Should You Follow His Expert Advice? [View article]
    I used Yahoo finance comparative charts to compare AGNC, SDY and SPY performance since the inception of AGNC through the date of November 13 2013 (Not sure why the author did not use comparison to include these past three months). But this chart shows thatv AGNC underperformed both the SPY and SDY. The Author's chart shows "Total Return".
    Perhaps the Yahoo Finance charts only show price - not adjusted for dividends. To me - I must be missing something important - all charts should include an option(s) - one showing only the price change (not adjusted for dividends) - or better yet dividends included and assumed reinvested using a DRIP.
    I would appreciate feedback as to what I am obviously missing.
    Feb 6 11:36 AM | Likes Like |Link to Comment
  • Palo Alto Networks: 3 Different Insiders Have Sold Shares This Year [View article]
    TSRE - a nice call
    Within a day it hit the DOWN trending
    obviously a close above this would be nice
    but the steepness of the longer term negative momentum indicates it will require a lot of volume to confirm the turnaround in fundamentals.
    Feb 1 07:29 PM | Likes Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    CTIC is not down 18% - at its low today it was down 25% from this year's high
    but as a "midday Loser was down (at it's low) "only" 4% NOT 18%

    In the meantime IDRA is another + 11% er.
    Jan 31 01:53 PM | Likes Like |Link to Comment
  • Palo Alto Networks: 3 Different Insiders Have Sold Shares This Year [View article]
    Perhaps it would be informative to explain the various forms of
    "buying" an "selling"
    "Accumulating" and "liquidating"
    "Indirect" vs "Direct"
    "Automatic Sale" vs "Sale"
    Indirect vs Direct Automatic Sale
    Disposition (Non Open Market)
    Acquisition (Non Open market)
    Direct Option Exercise
    Statement of ownership

    The fact is that these sales these indirect as well as direct transactions have been going on EACH and EVERY MONTH since July of 2012 - at the time of the IPO - by virtually all the insiders, officers, employees and directors and partnership entities with greater than 10% ownership. The stock hit an all time high of 72 within 3 months of it's IPO at 42 and declined for nine months to a low of 39 in late june 2013 - less than a year after it's IPO -. In the past
    6-7 months it has advance 60 plus % despite - in spite of - continued insider "liquidations" using what ever of the above terms which are the opposite of acquiring or buying or accumulating.
    IMHO, insider SELLING or dispositions or automatic selling is significantly less important than the opposite - insider direct or indirect buying, acquiring, accumulation, or option exercising.
    Jan 29 11:32 AM | Likes Like |Link to Comment
  • Why Finjan Could Go From $6 To $15 [View article]
    When was the last time you checked out the website (new name of the old Irvine Sensors Company) and or met with any of the new management including the various (SF Based) venture capital investors to discuss the strategic changes in focus toward providing global cyber warfare products and services? It is my understanding that many of the shares are in the hands of individuals who were investors in the years prior to these past two years of professional strategic changes in management and Corporate focus toward Cyber technology.
    I am long the ISC8 common and the recently offered Convertible preferred D.
    Jan 23 11:17 AM | Likes Like |Link to Comment
  • BDC Rankings: January 2014 [View article]
    For aggressive growth equities, I focus on BioMedPharmaTech (BMPT) sector.
    I Notice that HTGC includes the debt financing of a number of these comnpanies and thus to some extent I expect HTGC to prove an income component to my aggressive growth equities portfolio to generate "total Returns" in my Roth and TraditionalIRAs.
    I believe HRZN also has investments in this sector.
    Are there any sites I can access which will provide me with an up to date "picture" of these (and other) BDCs with BMPT and other High Tech financing?
    Any others with high allocations to these sectors?
    Has there been any changes to the 5 position in your Total Return portfolio of October?
    I very mush enjoy the insights you share in your SA articles.
    Jan 19 11:50 AM | 1 Like Like |Link to Comment
  • mREITs Trading At Steep Discounts To Book Value Violates Efficient Market Theory [View article]
    I suggest author and readers compare Total Returns of REM with dividends reinvested (as a proxy) vs other "total return" mREITs (5 biggest market cap) as well as your choice of "growing dividend" ETFs - such as those included in the article - in an IRA account - assume purchase at the 2013 high price during first 6 months of 2013 to the year end 2013 price.
    It will be interested to see these same "total return" statistics after another 12 - 24 months and compare the monthly standard deviation of monthly change in price to determine "risk adjusted returns.
    Jan 18 01:03 PM | Likes Like |Link to Comment