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Anonymous 2

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  • Enzo Investors Have To Be In It For The Long Haul [View article]
    Your 3/19 comments were timely.
    Now that the market has significantly revalued the shares almost 40% cheaper than they were only 2-3 months ago, and based on Friday's close and the fact that management will undoubtably be conducting multiple coast "one-on-one" meetings and multiple conference calls with concerned "institutional investors" due to these past few days of "no buyers", it will be interesting to watch the market for signs as to how management has guided sell side analysts toward valuing current price with current and future expectations relating to potential growth in the company business and important longer term product revenue trends.
    Apr 7 09:10 PM | Likes Like |Link to Comment
  • Gastar Exploration - Huge Well, Stock Buyback, New Resource Play, Litigation Resolved [View article]
    anything more on CXPO? Besides the one sentence??
    Apr 3 08:33 PM | Likes Like |Link to Comment
  • PennantPark Floating Rate Capital: The Good, The Bad And The Maybe? Part 21 [View article]
    I am new to PFLT. It appears that they offered 3 mm shares at 14 but on the same day it "sold" down to 13.65 on about 1.75 mm shares - opening at 68 and closing at 13.81 - less than the 14/sh offer.
    Since then, there seems to be a glass ceiling at 14.
    Am I missing soething? or did the 3mm share offering at 14 not get placed in (at least relatively) strong hands?
    Apr 3 02:19 PM | Likes Like |Link to Comment
  • High-Beta Or Low-Volatility ETFs? [View article]
    since inception of SPHB ,
    it appears that SPLV has outperformed on an absolute and risk adjusted basis.
    It appears that it has also outperformed SPY on a risk adjusted basis -
    From the bottom of any market,one would expect that theETF with the highest beta will out perform
    Since inception of sphb in may 2011
    splv is up 10%
    Spy is up about 18%
    for unknown (to me) sphb is down 1% ???
    Mar 23 03:07 PM | Likes Like |Link to Comment
  • The Best REIT And Private Equity Dividends This Week [View article]
    An end of week update ? - the question: using hindsight as well as using hindsight - does either REM or MORT provide a better "risk adjusted" return during the past 18 plus months that they have been holding a portfolio of this sector - the CYS volatility is only a case in point. The reason "risk adjusted"is used is due to the fact that many of the income seekers are retired and need to consider the extra inherent price/time volatility as it relates to portfolios unable to rely on unlimited new cash contributions from earned income.
    Mar 22 02:49 PM | Likes Like |Link to Comment
  • Cyber-Terrorism: Working The Zombie Apocalypse And Bank Heists Into A Portfolio [View article]
    You missed one - ISC8 - SYMBOL ISCI -
    WEB SITE :http://bit.ly/1057ke9
    I have accumulated a long term investment position since almost 2 years ago - April 2011. I have bought when weak and have not taken profits on strength. The lack of liquidity of the shares is NOT friendly to traders.
    The Cyber Division of ISC8 is dedicated to providing leading edge cybersecurity solutions that aid in the detection, investigation and protection of global enterprises, telecom operators, mobile operators and government agencies against the world’s most sophisticated threats. ISC8 technology enables detection of next-generation malware and Advanced Persistent Threats. With its recent acquisition of Bivio Networks’ NetFalcon and NetControl solutions, ISC8’s Cyber Division is poised to provide its customers with unprecedented visibility into their networks by combining powerful Big Data analytics, unmatched security intelligence, awareness, and control which will analyze, detect, and alert to the most advanced cybersecurity threats.
    The management of the company, board of directors and board of advisors have undergone a strategic makeover during these past few years. I believe it will grow to become a well known FOCUSED CYBER investment unlike many larger and better known companies which are involved with many other technologies and services. The quote page for Yahoo includes 15 different press releases during these past 6 months.
    Mar 17 07:49 PM | Likes Like |Link to Comment
  • Sector Relative Strength By Market Cap [View article]
    I imagine a service like ETFREPLAY.com might help investors put this valuable and value added information to practical use using indicators generated by relative strength created by the individual using their own specific input of emphasis and selection of sector ETFs.
    I have no connection with ETFREPLAY - but I am reasonably able to see numerous articles and have reviewed their site to come to these conclusions.
    Anyone using Seeking Alpha knows to do their own DD.
    So all I am attempting to do is to remind those who read this value added and informative discussion of relative strength measurements to determine potential changes in relative strength trends and capture /avoid the wrong side of the waves…
    and that ETFREPLY is available to check out.
    Mar 13 12:03 PM | Likes Like |Link to Comment
  • 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 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 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 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 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 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 06:22 PM | Likes 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 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 02:41 PM | Likes Like |Link to Comment
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