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Anonymous 2

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  • Two Income ETF Approaches: High Yield vs. Dividend Growth Rate [View article]
    Perhaps it would make sense to own a portfolio of ETFs which have developed and emerging large and small cap international securities with similar profiles.
    Jun 22, 2010. 02:08 AM | 2 Likes Like |Link to Comment
  • Post-Crash Peak Price Recovery Time [View article]
    Why are you using modern declines for comparing what is at least arguably the worst since the "great depression?
    And this time it could be worse due to the terrible soveriegn debt issues and the fact that even CHINA is now addressing what might be the biggest real estate bubble of all time?
    Have you not been listening to the many Nobel economists who just might have some reasons to express caution - such as Joseph Stiglitz (or Krugman) in today's Charlie Rose interview on PBS.
    The time to recovery for this was from October 1929 to July 1954 - this amounts to a QUARTER of a century - and this does not include the "cost' of the rise in COL.
    This IS what is relevant. This IS a different economic mess and comes with totally different significantly more explosive GLOBAL political economic dynamics.
    Based on your time periods, do you REALLY feel that humpty dumpy will be all better again within the 7 years which was the worse of modern times. Or are we in a new ball game?
    Mar 3, 2010. 10:26 PM | 2 Likes Like |Link to Comment
  • Is Deflation About to Rear Its Head? Part 2 [View article]
    I look forward to your response to tunaman4u2 above
    Let's say you are retired - fixed income and pension and have a $1,000,000 investment portfolio in an IRA with the usual high quality growth stocks, growing dividend stocks, a few short term high qualiy corporate bonds, etc but you want to allocate an initial 10% - $100,000 - into non trading investments which will be devoted to "pure" deflation outlook investments.
    Feb 26, 2010. 07:32 PM | 2 Likes Like |Link to Comment
  • Here's Why Southern Europe Will Not Be Allowed to Default [View article]
    THOUGHTFUL comments have been made by many - but two of the more ‘in depth” reports come from Marko Papic & Peter Zeihan “Germany’s Choice: The situation in Europe is dire and the report discusses the depth of the crisis the europeans face across the board and that any European Central Bank liquidity measures are only stopgap measures. Likewise, John Mauldin provides an “Outside the box” February Economic report by London based Simon Hunt suggests that whatever global economic recovery will disappoint innthat growth will slow duringthe first half of this year and a “new” global recession - part of the “ongoing depression” - will begin by 2012-3 (the bad news) and will unlikely begin a new period of sustainable growth until 2018 - at the earliest.
    Greece is not a “quick fix” problem as the markets seem to be discounting it today (UP 160 points) vs past 3 weeks (down 600 points).
    Feb 9, 2010. 03:50 PM | 2 Likes Like |Link to Comment
  • Which Dividend Stocks Are Relatively Safe? [View article]
    To what extent would (A) Percent of COVERAGE of quarterly and annual dividend payouts along with (B) a record of quarterly and annual increases in EPS for past 5 years be to help screen for those investors investors significant superior risk adjusted (Vs the S&P500 index) "Total Return" from ability of company management to generate Consistent Growth (in investment value) plus Consistent Growth in Income Payout.
    Maybe Hao Jin could look into this?
    Sep 27, 2009. 05:00 PM | 2 Likes Like |Link to Comment
  • Why Investors Should Choose Royal Bank Over Wells Fargo [View article]
    For "Buyandhold 2012", one way to help "...concentrate on buying these stocks when they are cheap..." is to use the RSI(14) indictor to buy and add when the indicator makes drops to an "at or below" 30 Level.
    Look at the three year StockCharts for each of these four and note the stock price levels during each of these instance.
    In the case of RY it occurred 6 times - the last time in mid October 2014 at which time it traded as low as 65.71 - only a month ago.
    Nov 19, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • 10.6% Dividend Annaly Capital Management's Calm Attitude May Be Right For This Environment [View article]
    NLY - Timing - Past three years, the RSI(14) levels above 70 (over bought) and below 30 (over sold) have provided a "reasonably good"* indicator to take profits off the table and initiate or add to positions. *defined as so far it worked every time.
    Current RSI(14) value is 51.23 - precisely in the "very neutral" state.
    Might as well look elsewhere if expecting any big move up or down.
    For example, the RSI(14) of RWT is currently at 73.98 - above the 70 level - profit taking might be in order.
    Nov 10, 2014. 10:08 AM | 1 Like Like |Link to Comment
  • Comparing The Best Dividend ETFs [View article]
    As a PS to my earlier 11:29 am posting:
    If one were to have invested $10,000 in each of the ETFs mentioned in the article and the above comments on 1/3/2007 and assuming the DRIP plan to enable "brainless" compounding of reinvested dividends, the following would have been the ending values as of 10/17/2014 including the indicated Average Annual Total Returns - AATR - for each.
    VWO $12,857 3.28%
    DVY $13,340 3.77%
    VNQ $13,593 4.02%
    VYM $15,502 5.79%
    SDY $15,605 5.88%
    VTI $16,129 6.33%
    VIG $16,200 6.39%
    Although the difference between the ending $ values of the first 7 listed above is
    $3,343, and the AATRs a difference of only 3.11%, this is a significant (33.43%) difference in return on the original $10,000 investment.
    Thus, using a portfolio approach of selecting dividend paying ETFs focusing on dividend paying sectors including a handful of each of the following U.S. Based as well as international based Equity Dividend Growth, REITs, Business Development companies and other fixed income securities makes for a reasonable investment plan
    The following are the ending values of an $10,000 investment dated from the inception of the respective funds and thus are NOT comparable to the above mentioned funds in existence on 1/1/2007.

    HDV $15,988 3/31/11 14.3%
    BND $14,231 4/10/07 4.80%
    JNK $15,424 12/4/07 6.51%
    VEA $9,841 7/26/07 -0.22%
    BKLN $11,360 3/21/11 3.63%

    Calculator used is
    Oct 19, 2014. 05:47 PM | 1 Like Like |Link to Comment
  • What The Plunge In U.S. Treasury Yields Means For The Next 10 Years [View article]
    Curious - did any of you hear the Jerffrey Gudlach comments 9/9 last month ?
    It is NOT too dated - as a matter of fact his message more than supports the views of this author - some view him as the heir apparent to Gross. Obviously a google will help put his words into perspective. Just yesterday he provided additional up-to-date thoughts: a false rally - "correction" not yet over. He is not bullish. But he too makes sense to understand his unique reasons why -
    Oct 16, 2014. 10:38 PM | 1 Like Like |Link to Comment
  • Quiet Excellence For This Dividend ETF [View article]
    Using the DividendChannel Drip Returns Calculator, VIG significantly out performs SDY as well as DHS since the inception of VIG and the inception of DHS respectively. The Average Annual Total Return assuming use of DRIP since inception of DHS was 5.57% vs 7.83% for SDY. VIG even more significantly outperformed SDY since inception of VIG for an even longer period of time.
    This calculator is VERY easy to use and can be used to measure comparative DRIP Total Returns for Stocks vs ETFs and mutual funds over various periods of time.
    Taking advantage of the power of compounding and "dollar cost averaging".
    Aug 20, 2014. 10:43 AM | 1 Like Like |Link to Comment
  • Industry Ranks August 2014 [View article]
    It appears that using the RSI levels on the StockCharts graphs - buying and adding when the RSI is below 30 and selling and taking profits when the RSI is above 70 might be complimentary to your selection process.
    Thus, sorting stocks in your 22 industries when their RSI was below 30 might help
    your followers time their investments when momentum was at or near a relatively weak level.
    To what extent do you use any technical indicators to help you with the timing of your entry to and or exits from fundamentally selected sectors and specific stocks?
    Aug 10, 2014. 12:28 PM | 1 Like Like |Link to Comment
  • Hunting For Bears [View article]
    Excellent article. Being retired, I look to own dividend paying companies and ETFs using DRIP to compound the dividend returns in our tax sheltered IRAs. I use the Drip Dividend calculator on the Dividend Channel site to compare the Returns of SDY versus individual stocks and ETFs since the well known "top" of the first decade stock market in mid 2007 assuming that SDY has a well known and reasonably good track record to use as a "benchmark" to match or beat.
    For example, of 54 Business Development Companies (BDCs) I track, the only ETFs for this sector are BIZD, down 7% and BDCS, down 15% - not (yet) 20% - from their 52 week highs. The dividend payouts of BDCs should be considered "business man's risk" dividends. Of the 10 (of 54) BDCs which are down more than 20% from their 52 week highs, only one has been in business since the Highs of June 2007: TAXI. The Annual Average Total Return (AATR) of TAXI since 6/1/2007 using the DRIP calculator provided 7.63% vs 5.54% for the SDY.
    Another example: I used this DRIP calculator to compare a well know health care company BMY which is currently down "only" 14% from its 52 week high. The AATR of BMY since 6/1/2007 has been 11.7% vs the 5.54% of the SDY.
    Of all the ETFs which emphasize dividend income in their names, only 5 match or exceed the above mentioned AATR of SDY: DON,VIG, FVD, VTI, DTN.
    Aug 9, 2014. 02:27 PM | 1 Like Like |Link to Comment
  • CTI BioPharma's (CTIC) CEO Jim Bianco on Q2 2014 Results - Earnings Call Transcript [View article]
    Based on the 5 sell side analysts who cover CTIC, they have provided 12-18nmo price targets ranging from 4 to 6 which - based on a current closing price of 2.50 suggests a return of 60% to 140%. In July of last year 2013 the price was around 1.00 per share. Thus in a year's time it has already been up 150%. - still has another 60 to 140% to go based on 5 different independent analysts with 5 different financial valuation assumptions. So far none indicate it is overvalued. For those who are willing to look back a year or so, look up the initial remarks of the Globally well regarded and Highly acclaimed Neurological Cancer specialist MD who was invited to serve the company as Chief Medical Advisor. He seems to have come aboard willing to put his name and reputation working with a company he feels is destined to be in the right place at the right time. And this was last year. The company continues to progress forward. Yes, I have been an owner of shares for more than a year.
    Aug 5, 2014. 12:05 AM | 1 Like Like |Link to Comment
  • Digging Through Finjan's Current Litigation [View article]
    Lots of comments in past 6 weeks.
    During which time the stock declines 44% from5.4 to a recent low of 3.03.
    Were these press releases meant to be that Bearish?
    I DO like the 66 Cents recover (20%) during this past week.
    But no one rang the bell.
    Maybe it is the anticipation of revelations to come at the 8/22 hearing or maybe at the post Labor Day conference on September 4th.
    "Buy the rumor - sell the news"
    aka "discounting".
    In the meantime where is our fearsome author of this report going back 6 months to provide research, comment and feedback on these past few conferences in May and June?
    Jul 28, 2014. 11:01 AM | 1 Like Like |Link to Comment
  • Digging Through Finjan's Current Litigation [View article]
    I forgot to include the dates referenced in the above letter:

    February 27, 2014 - Invalidity contentions

    March 13, 2014 - Exchange of proposed terms for construction

    April 3, 2014 - Exchange of preliminary claim constructions and extrinsic evidence

    April 28, 2014 - Joint claim construction and prehearing statement

    May 28, 2014 - Completion of claim construction discovery (including depositions of experts who submitted declarations in support of claim construction positions)

    June 12, 2014 - Claim construction briefs - opening brief

    June 26, 2014 - Claim construction briefs - responsive brief

    July 3, 2014 - Claim construction briefs - reply brief

    July 21, 2014 - Tutorial (at 2:30 p.m.)

    August 4, 2014 - Claim construction hearing (at 2:30 p.m.)

    The most important date is August 4, 2014. This is the construction hearing or Markman hearing of the case. For those new to these stories, the Markman is a pretrial hearing in which the judge examines the evidence from all parties and designates appropriate meanings to key words or complicated matters in the evidence. These patents can get pretty complicated, so it is common practice to have certain items defined so all parties including the jury are on the same page. Very important in these cases.
    Jul 26, 2014. 04:35 PM | 1 Like Like |Link to Comment