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Anonymous 2

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  • Trying A Little Too Hard [View article]
    I agree with Ted.
    I hope the author and readers might consider the following:
    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 01:01 PM | 1 Like Like |Link to Comment
  • Alnylam Pharma slips after big rally [View news story]
    it might be "of interest" to readers if one or more of your Technical analyst gurus can shed any light on the "coincidence of stocks" which "tend to fill the Gaps" (almost always) left between the close on one day and the opening price on the next day.
    In this case there is a 20 point gap.
    It might also be of interest to your readers to learn about the difference between the use of

    (A) the pattern of positive or negative change in the closing price between two days
    (B) The pattern of positive or negative changes between the opening price and the closing price

    ... to determine market Accumulation vs Distribution assuming the specialist is in a position to know more about what is in the crowd at his post and what is in his book which enables him to
    operate at a profit (this is why he is business) while maintaining an orderly market.
    Jan 14 12:17 PM | Likes Like |Link to Comment
  • Broad market slump boosts mREITs [View news story]
    My guess is that there are a few global investors who use MOVING AVERAGE LVELS (MALs)
    "technical" indicators to help determine changes in momentum in money coming and exiting shares of securities. Many fundamental analysts and their investors use MAL analysis to help in the timing and price of execution of decisions to accumulate and liquidate the securities which they select using fundamental analysis.
    For these, it is interesting to note that TODAY, REM price CLOSED at 11.90 - just a penny below the down trending 200 day (Long term) MAL currently at 11.91. In the meantime, the 50 Day MAL (short term momentum) has recently turned up (at 11.34). It appears there are signs of a change in the wind. It will be interesting to monitor CLOSING prices as the price exceeds the 200 DMAL and the recent 12.10 peak in late October at which point a number of the technical indicators will be falling in line to show an "all ahead full" for those beating the drum
    to buy wREITs.
    Jan 13 05:39 PM | 1 Like Like |Link to Comment
  • Simple Rules That Work In BDC Investing [View article]
    I have looked to BDCs as a diversification allocation to seek Total return (from both income and capital gain returns) from the micro and small cap technology and, more specifically the BioMedPharmaTech (BMPT) sector the equities of which rarely offer any income component. Only a few of the relatively small universe of BDCs with any liquidity focus their financings on this sector. To the extent that you agree that this might be an interesting strategy to use to diversify the returns from investing in fast growing micro and small cap technology companies, I would be assume that I am not alone of those who are followers of your comments to be interested in learning which of the BDCs has a relatively large allocation to this High Growth technology sector.
    Jan 8 01:31 PM | 1 Like Like |Link to Comment
  • Dogs of the Dow outperformed in 2013 [View news story]
    I note that when comparing DOD to both the $INDU and the $SPX using StockCharts, DOD outperforms both indexes over one, two and three years.
    Question since DOD is an ETN and does not payout dividends, to what extent are such comparisons valid - to what extent can DOD compare with the indexes unless the Stock Charts show the return of all dividend paying companies assuming reinvestment of dividends.
    Are there charts which show assumed dividend reinvestment over the various time periods as well as just showing the price change. ?
    I realize this is pretty basic - but ...
    Dec 30 01:45 PM | Likes Like |Link to Comment
  • Are Business Development Companies Obscuring The Cost Of Your Fund? [View article]
    Next time Michael Rawson prepares an analysis of BDCs and in addition to his updated views of BIZD, I would be interested in his views of the BDCS - the non leveraged (Wells Fargo) ETN which is otherwise similar to the BIZD ETF in terms of holdings.
    I would also like to see an analysis which breaks down the two potential elements of the Growth plus income Total return offered by investment in any of the growing number of BDCs.
    The "growth" potential and maturation of these young, emerging growth companies into small cap growth companies of each of the BDC companies and thus the recognition that their "high risk debt" is becoming less risky thereby potentially providing the growth component,along with an analysis of the "current yield" of the debt - as well as the financed company being able to continue paying the high risk high yield interest rates (income ) component in the future.
    Dec 16 01:56 PM | Likes Like |Link to Comment
  • I Own This Stock That Has Yet To Make A Profit [View article]
    Subject GAPS.
    I appreciate your work and coverage of most of the important criteria relative to valuing a potential investment in a stock.
    Those who use fundamentals to select a specific investment often times use technical analysis to help in the execution of price and timing of their accumulation and liquidation decisions.
    One concept many of those who use technical analysis use is based on the (More than co-incidental?) statistical expectation that stock prices almost always - and eventually - "fill the gaps" left when a stock opens up above the previous day's close and does not back off intraday and closes above the previous day without filling this gap.
    With re to DXCM, there are two very obvious recent examples of this GAP: a 3.0 gap in early August between the close of 22 and the open of 25 and in early November a gap of about 4.70 when it closed at 27.16 and opened at 31.86.
    Have you ever considered this "Gap" phenomenon?
    Time will tell with regard to this specific case.
    Dec 13 12:53 PM | Likes Like |Link to Comment
  • 3 Countries Could Pressure EM Bond ETFs [View article]
    any thoughts on the "new" EMAG in terms of comparative allocations and weightings and strategy?
    Dec 12 11:27 AM | Likes Like |Link to Comment
  • Checking Up On The Dogs Of The Dow [View article]
    Most know that the DOD does not pay out a dividend.
    Based on the total return of equal investments (in an IRA)
    using DOD, SDY, SPY, DIA, DVY and a select few
    other dividend paying ETFs, how does DOD compare
    on a risk adjusted (Volatility of price) total return for the
    1, 3, 5 years and from the inception of DOD (07?) assuming reinvestment of dividends for those who pay out.
    Dec 12 11:10 AM | Likes Like |Link to Comment
  • Dividend Stocks With Better Revenue Growth, Lower Beta And At Least 10% Price Gain Targets [View article]
    Although the portfolio of DOD is based on the 10 highest dividend payers in the DJIA, it does not pay out a dividend.

    How would the total return and other risk adjusted performance data of DOD compare with similar data using dividend reinvestment for all other Dividend paying stocks - specifically including those you used in this very informative article.I very much appreciated the various spreadsheet formatted presentations.They helped tell the story.
    Dec 7 10:52 AM | Likes Like |Link to Comment
  • RAIT's Composition Sounds A Little Like Beethoven's 5th [View article]
    What is the symbol for the new RAS cvt notes?
    Dec 5 06:32 PM | Likes Like |Link to Comment
  • RAIT Financial Trust Prices Public Offering of Convertible Senior Notes Due 2033 [View article]
    Is the an announced symbol for this offering?
    Dec 5 12:54 PM | Likes Like |Link to Comment
  • RAIT gains after convertible note offering [View news story]
    Is there any reason to not include the new symbol of this new offering?
    Dec 5 09:49 AM | Likes Like |Link to Comment
  • Rxi Pharmaceuticals, Significant Upside Of 300% Is Expected In Coming Months [View article]
    Is it pure co-incidence that Today the Volume (so far causing some weakness in the stock) SIGNIFICANTLY exceeds the volume on any and all days since the IPO (less than 2 years ago) on which day the stock moved from below 1/share to above 7 per share.
    It was as high as 10.7 less than 8 months ago.
    To what fundamental developments - or lack thereof - is this current "correction of 70%" attributed?
    I am long the stock (as well as ISIS, ALNY and CBST) each of which have delivered a reasonably nice ride without the volatility.
    Hopefully, Pam Pavco's presentation will place into contact the significant up and down moves in the stock and will help potential third party "sponsors" (sell side analysts) address the current lack of sponsorship.
    I am sure I am not alone in looking forward ro seeing new analytic evaluation of the triple digit projections.
    Curiosity: Any hint as to FROM which investors was the stock provided and WHO were the new (Disclosable through filings?) investors (ahead of the presentation)? It will be of interest to many to see the number of shares owned by current board members and the top officers of the current managment team.
    Dec 3 12:49 PM | 2 Likes Like |Link to Comment
  • Right Now Is The Wrong Time To Be Buying BDCs [View article]
    Factoids:many thanks for your thoughtful response. My implied hypothesis assumed that your spreadsheet included your own considered opinion as to what makes up a reasonable estimate of dividend payout as well as a target price which takes into consideration your own conclusion/observation of the current valuation as being "over" or "under" valued. With this as an assumption, I figured the projected next 12 months of dividend payout would be just one factor to be added to the current price, perhaps with your own estimated current price at YOUR estimated whatever % premium or % discount the stock was selling at.
    I do realize this would be subjective but leaving the "target prices" as they are listed - and undefined as to the specific infomation they seem to imply - does not provide (me) with much additional value as do the other statistics in the spreadsheet.
    Thanks again .
    Dec 1 08:59 PM | Likes Like |Link to Comment