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  • 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 ISC8.com 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
  • 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
    OR
    (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
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