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Anonymous 2

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  • Right Now Is The Wrong Time To Be Buying BDCs [View article]
    Great Article.
    I like your spreadsheet format
    I copy and pasted it to my excel.
    It might be of some interest to your readers to add a column between the Target and the DIV and named it the % CHG to measure the % difference between the Most recent stock price and the estimated Target Stock price to which one could add the projected 12 month Dividend yield based on the most recent stock price to determine the projected "Total Return".
    Your thoughts?
    Nov 30, 2013. 03:29 PM | Likes Like |Link to Comment
  • Baker Street Capital's Big Bet: The Next Catalyst To Drive USA Truck Shares Higher [View article]
    Does anyone have any response to the tendency of stocks to eventually fill their gaps - like it eventually most always happens?
    The HUGE gap at the end of September - from around 6.5 to 9 - a 40% gap - on about 500,000 shares - ?? and then no price change on virtually no volume - for almost 3 weeks - ?? It will be interesting ...
    Nov 20, 2013. 10:17 AM | Likes Like |Link to Comment
  • Are Business Development Companies Obscuring The Cost Of Your Fund? [View article]
    Re FGB - Nine of the top 10 holdings of FGB and BIZD are the same -
    But other than that, it appears from a quick read of the Yahoo Finance quote page that FGB is managed to obtain a total return whereas the BIZD is managed to replicate an index which is weighted in an effort to reflect the weightings of the 26 individual BDCs. Also, of course, FGB is open to include non BDCs in their effort to achieve optimal "total return" . What are some other attributes of both to distinguish the comparative pros and conse between thee two opportunities - for example a closed end structure vs an ETF structure?
    Nov 18, 2013. 07:10 PM | Likes Like |Link to Comment
  • Timing Is Everything, And The Time For Coronado Biosciences Is Now [View article]
    are you still long cndo
    Oct 14, 2013. 09:45 AM | Likes Like |Link to Comment
  • Treasury Short End Spikes But Updated Forecast Is Little Changed In Long Run [View article]
    Do you have any graphs or charts which show the trend over next ten years of the current 3.25% bank rate on which Interest only rates apply a margin to derive the effective rates mortgage holders
    pay as interest on their ten year fixed Interest only rate 30 year mortgages which are amortized after the tenth year?
    Oct 12, 2013. 11:30 AM | Likes Like |Link to Comment
  • Market Valuation Overview: Still Very Expensive [View article]
    Based on your two recent articles (Indexes since their 2000 Highs- and Market Overview) for past 13 years, what would be a reasonably
    satisfactory goal/expectation for a Compound Annual ROR for an investor's security (equity and Fixed income mix) and Residential Real Estate.
    To be specific, based on these past returns including at least two macro bull markets and two rather nasty macro bear markets what would be a reasonable goal or expected CAROR for an investor's $1,000 over a period of 10 to 15 years?
    Oct 10, 2013. 12:08 PM | Likes Like |Link to Comment
  • What's Driving The Dow Lower? [View article]
    It is interesting to note that Compared with DOD, DIA has underperformed DOD for all periods of time since inception except these past few weeks. I used Yahoo Finance Compare charts.
    Nothing like investing in the DOD profile companies.
    Aug 23, 2013. 01:22 PM | Likes Like |Link to Comment
  • What's Driving The Dow Lower? [View article]
    It was interesting to note that the DOD outperformed not only the DIA but also the SPY and the QQQ for all periods of time since its inception except for these past few weeks.
    Not bad for a buy, accumulate, dollar cost average plan or whatever - but HOLD - do not sell…
    Aug 22, 2013. 11:26 PM | Likes Like |Link to Comment
  • Why Is BioCryst Pharmaceuticals At 52 Week High Levels? [View article]
    Any reason - at this time - what with the bio-med tech stock all having the wind at their back - to provide updates on some of the company's mentioned relative to historical facts and trends and management.
    What changes (products in the pipeline, competition, management, R&D findings - during past 6 - 12 months - do you feel will result in most significant ways to change the fortunes of the companies you mentioned in this sector?
    Aug 7, 2013. 04:49 PM | Likes Like |Link to Comment
  • Shell Oil Stubs Its Big Toe [View article]
    Any "Guidlines" as to which class - the A or the B - for Traditional IRA Vs ROTH IRAs and other investors of retirement funds vs those who are investing after tax dollars without the wraping of being a retirement plan investment.???
    The reason I ask is that often times authors of items on RDS refer to either the A or the B - rather than refer to BOTH the A and the B.
    Subtle difference perhaps. but thought a discussion by some "informed" source might be usefull going forward.
    Aug 3, 2013. 10:44 AM | Likes Like |Link to Comment
  • Will Coronado Biosciences Revolutionize Medicine? [View article]
    I'd be interested in learning the names of "professional" analysts who are known to the investment community - like the 7 referenced (not by name or employer) in the Price Target web site:

    Showing a range of target prices between about 12 and 24 as of today's site above. With a current intra-day low price of $7.87/sh the minimum upside target of lowest estimated 12 is about 50%. As I recall,one long standing BioMed tech service chose CNDOtobe the number one pick of 2013. The first five months indicated the stock could move up on a very optimistic outlook and th=us the above mentioned target prices looked reasonably.
    I believe it would be of interest to those who have followed CNDO for the past few years to learn "who of those who invested in CNDO were sellers? Investors or traders? If investors, what is wrong with the outlook held by those through May? and for traders, or short term investors, what are the specifics as to the bum llkish outlook during the first 5 months of this year?
    Jul 15, 2013. 11:03 AM | Likes Like |Link to Comment
  • Investors tiptoe back into mREITs (REM +0.7%) following Friday's drubbing which was the exclamation point (at least the bulls hope so) on 3 months of major losses for the sector. In what could turn out to be a sell side classic, Wunderlich cuts a swath of pummeled names from Buy to Hold: American Capital (AGNC), (MTGE +0.7%), CYS (CYS +1.2%), Invesco (IVR +0.9%), Western Asset (WMC -0.4%), AG (MITT -2.5%). Others of interest this morning: Annaly (NLY +1.6%), Armour (ARR +1.2%), Hatteras (HTS +0.6%), MFA (MFA +0.4%), Anworth (ANH +1.8%), Dynex (DX +1%). [View news story]
    mybguess is that most investors using technical analysis would describe a "ideal selling climax" would consist of a lower than previous close OPEN, followed by relatively huge selling at even lower and lower levels, followed by a rally - also on relative huge volume raising the price above the OPEN and CLOSING ABOVE the opening price.
    Friday's price OPENED at the high for the day and closed Down for both the day as well as BELOW the opening price. It did have relatively high volume - but definitely not big enough to qualify as an "ideal" selling climax.
    EWould be interested in other who might have a more refined description of awn "Ideal Selling Climax".
    Jul 8, 2013. 10:26 AM | Likes Like |Link to Comment
  • Are mREITS The New Inverse Floaters? [View article]
    To what extent would you - or would you not - also invest in REM - or in lieu of MORT ? they seem to have many similar large positions of the same REITS/mREITs.
    Comparing them what are the pros and cons?
    Jul 7, 2013. 08:18 PM | Likes Like |Link to Comment
  • 2 Financial Sector Small Caps With Recent Intensive Insider Buying [View article]
    What with BANC currently trading at 13.5 and the proposed entry price at the 200 DMAL of 11.78, patience will be required. Obviously the author believes that buying on a pull back of 12.7% might be a profitable exercise. And instead of receiving a 3.5% yield you'll be able to get it at a 4% yield.
    Same goes for - with current price at 12.36, ll we have to do is wait until it "corrects" 34% to 8.10. Many would classify an stock which "corrects" 35 % to be in a bear market.
    Obviously, buying at a lower price than it is currently selling at makes sense.
    But … does the author have any other suggestions which seem to offer value now?
    Hopefully, he will remind us if and when these two proposed entrance prices come within reach.
    Jul 6, 2013. 04:31 PM | Likes Like |Link to Comment
  • Undervalued Energy Titan Yields 5.6% With A 6.6% Special Dividend [View article]
    Thanks Mike for a great article
    Tothose who have commented on the diff between the a and the b shares and relative to the taxation of the dividends. for those US investors buying shares in an IRA or 401k type tax sheltered plan, going for the one with the highest yield seems to make sense unless the dividend is taxed before it hits the investors account since IRA investors usually do not pay taxes on dividends received.Obviously I am still not sure: which one pays me more dollars per investment dollars net of any and all taxes paid to an IRA/401k investor? presumably shareholders of both receive equivalent benefit from the profits earned.
    Jun 30, 2013. 12:46 PM | Likes Like |Link to Comment