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Anonymous 2

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  • Dollar Update: Inflation Forces Are Brewing [View article]
    So the prudent investor should continue to be long accumulating selected "Emerging market economies" does that mean their "Government Debt" and or their "Equity" securities/ETFs or Mutual funds?
    With regard to "Equities in General" does this include "growth companies" OR "Value Companies? and/OR "Growing Dividend Income" securities, ETFs or Mutual funds?
    And presumably is it OK to buy TIPs - but NOT the non inflation protected T bills, Notes and bonds?
    And how about US Short term - no more than 5 years) Corporate - High quality and/or Junk Debt orConverts?

    "Emerging market economies should continue to do better than industrialized countries, since they benefit from a weaker dollar and rising commodity prices, and many of them (e.g., Brazil, Chile, China, Peru, Singapore, Thailand) have managed to keep their currencies quite strong relative to the dollar in recent years. Equities in general should do well, since markets are still braced for recession and fear continues to distort investment decisions. The things to avoid like the plague are the "risk-free" investments such as T-bills, T-notes, and T-bonds."
    Aug 30, 2009. 04:49 PM | 1 Like Like |Link to Comment
  • Major Banks Now Much Too Big to Fail [View article]
    maybe too big to fail but not too big to short (or hedge):
    see below for list of recent research comments by an analyst who has been quite accurate with his investment researched conclusions

    I still have a small oddlot position of JPM from a recent deferred comp distribution (I retired from Bear Stearns) and have no relationship with Reggie Middleton but have seen his research on the internet and find it to be value added and informative.
    Aug 30, 2009. 04:13 PM | 1 Like Like |Link to Comment
  • New Index of Highly Defensive Market Cap Leaders [View article]
    Interesting - but many questions - a few for starters:
    on what day/date did this index start?
    how often would such a portfolio be reallocated to maintain the equal weightings?
    "who" (at ETF Innovators ?) and how often would exchanges to take place going forward to allow for mergers?
    Feb 26, 2009. 06:05 PM | 1 Like Like |Link to Comment
  • Dear Mr. President-Elect: Advice on Combating White-Collar Crime from a Convicted Felon [View article]
    Hopefully, those who read and agree with your comments ill take the time to forward your remarks as well as the comments on - by email - to any and all of OBAMA's staff with a request that it is brought to the attention of "the man" - in hopes that HE WILL BE THE "...tremendously strong, dedicated, and incorruptible leader to even begin to fix this problem".
    Nov 16, 2008. 04:40 PM | 1 Like Like |Link to Comment
  • Fannie Mae's Housing Forecast Seems Too Optimistic [View article]
    Maybe the persons responsible for the filing of the FNM report were at the same golf club or at the same bridge tournament at which a few othres slipped away for a few minute smoke break - but without inhaling...
    Nov 11, 2007. 04:20 PM | 1 Like Like |Link to Comment
  • PGF Vs. SPFF: 2 Preferred Stock ETFs Compete On Their Merits [View article]
    Another reason to seek convertible preferreds or convertible bonds? Only problem not a big choice.
    Nov 15, 2014. 05:46 PM | Likes Like |Link to Comment
  • Atara Biotherapeutics: Ripe To Buy Leading Up To Quiet Period Expiration [View article]
    You were not long prior to the IPO
    Are you now long ATRA? at what prices?
    Which of the Underwriters are expected to come out with initial reports
    I do not have the offering doc
    What are the names of the VC investors and
    to what extent did they get out on the IPO and
    until what date are they restricted to hold current positions
    and based on public records which of the relatively well known early (VC and Founder) stage biotech "scientific community" investor names* now - or since the IPO - publicly known investors in ATRA ?

    * Names such as Including those, for example only, who have been long time investors in stocks such as FATE, BIND, ALNY, ISIS, CERU, GEVA.
    Nov 9, 2014. 07:08 PM | Likes Like |Link to Comment
  • PGF Vs. SPFF: 2 Preferred Stock ETFs Compete On Their Merits [View article]
    I use the following to compare the Average Annual total Returns between two different securities - stocks or ETFs:
    It would be interesting to compare each of the Inception to date AATRs of all the preferreds.
    Are there any ETFs which hold any and all preferreds but esclude all financial preferreds?
    Are there any ETFs which hold only Convertible Preferreds?
    How do those preferred ETfs which hold only International preferreds or are GlobalPreferred ETFsw which have both USA and international preferreds?
    Nov 8, 2014. 05:14 PM | Likes Like |Link to Comment
  • Expect Rate Sensitive ETFs To Extend Their Lead Due To Housing Uncertainty [View article]
    To what extent will this also influence these past 12 months of "soft" stock prices of the rate sensitive BDC sector. BIZD, BSCS, BDCL. etc. ??
    Oct 29, 2014. 03:38 PM | Likes Like |Link to Comment
  • Asset Class Performance Since The October 15th Short-Term Low [View article]
    What can you learn - USING hindsight?
    During the last month - or at any time - let's assume you were looking to invest/"allocate" dollars to current or new sectors which you - based on fundamental research valuations - believed would be good to add to during this past month.
    IN HINDSIGHT, this article points out the best sectors in which the stocks making up the QQQ, IJH, XLE, XLB and XLV sectors.
    If - a month ago, you had been monitoring all the charts of all the sectors, you would have noticed that the companies which were part of the QQQ (OTC High tech) and IJH (Mid cap) and the companies in the sectors - XLE, XLB and XLV -
    were each approaching and closing at or below their RSI 30 levels.

    It also appears that selecting those individual companies which were in these sectors AND deemed "fundamentally sound and of good value" and were also falling in price to create RSI levels at or below RSI 30 would be good candidates to begin accumulation of a position.

    The charts of any and all stocks can be reviewed to determine the extent to which these "at or below RSI 30" levels provided a good indicator of the time and price at which shares were being "over sold" and thereby providing good values.

    SharpCharts service provides this RSI(14) indicator within each of their charts. I am sure other services also do the same - but perhaps in an easier format to peruse a long list of monitored stock prices with a column which shows RSI levels. If anyone knows of such a service, it might be of interest to other readers.
    Oct 23, 2014. 03:36 AM | Likes Like |Link to Comment
  • BDC Pricing For Q4 2014: Part 1 [View article]
    Year to date most of the BDCs have been lagging the large cap equity markets. But based on fundamental research a number have recently declined more steeply in terms of percentage declines toward their 12 month lows faster . Eighty percent of the 54 BDCs (including BDCS, BDCL and BIZD) have recently dropped steeply to within 10% of their 52 week lows. Perhaps many are throwing out the babies with the dirty water. This might be a good opportunity to combine good and improving fundamentals with a technical indicator - RSI - which measures relative acceleration of declines in price (as well as advances).
    RSI stands for ‘Relative Strength Index'. It is a popular indicator used by technically focused investors to indicate potential "buying weakness" or "selling strength". . It compares the average of gains in days that closed up to the average of losses in days that closed down; readings above 70 suggest an asset is overbought, while an RSI below 30 suggests undervalued conditions are present.
    SharpCharts is one source which provides this indicator .
    Based on today's closings, the following DBCs have an RSI at or below 30:
    ACAS 14., MCC 20, MCGC and BDCS 21, FULL, TCAP and BDCL 24, BIZD 25, TICC 28, PSEC 29, TCPC, GLAD and SLRC 30.
    Be sure to look at the charts - back to the last times the RSI was at or below 30 and this will probably give you some indication that RSI can help determine opportune times to catch a falling baby.
    Also note the selling opportunities when the indicator is over 70. Does anyone else use this to help determine when "buying the dip" might make sense? .
    Oct 2, 2014. 11:10 PM | Likes Like |Link to Comment
  • A New 2x ETN From ETRACS Focuses On High Dividends And Low Volatility [View article]
    I have attempted to avoid ETNs for the reasons mentioned in the above comments and responses.
    Other than the risks of the issuer (UBS) which have been discussed, what are the issues of holding ETNs in an IRA with regard to receiving and or reinvesting the regular distributions/payments of cash ("Dividends" or "Interest" or ?) .?
    For example I have held my DOD ETN position in my IRA since before the 2007-8 "crash" and it has out performed the "aristocratic quality company growing dividend" SDY ETF. I started both from March 3. 2009 - the bottom of the crash - and assumed that the SDY dividends were reinvested (and DOD did not distribute anything during this period).
    Based on the Drip Calculator DOD's AATR was 28.05% and SDY's was "only" 22.53%. So I can't complain - but are there issues about holding an ETN which may not be apparent to this performance only review. I must be missing something.
    Oct 2, 2014. 01:27 PM | Likes Like |Link to Comment
  • Futures point to flat open [View news story]
    Interesting to note that the RUT and/or IWM are within 2-4 % of the LOWS reached early in 2014, are both significantly below both of their 50 and 200 DMALs, their 50 DMAL's are both in a Bearish down trend and have formed a bearish "Death Cross", and both show a series of declining topes during these past 9 months while BOTH the SP500 and DJI are within a few percentage points of their all time highs and (earlier this morning) are both still above their BULLISH (UP) trending 50 and 200 Day Moving average lines.
    Obviously the small and micro-cap growth stocks (biotechs come to mind) and high yield income producing securities which might be considered to be "Interest Rate Sensitive" are being marched out to the back shed due to long awaited increase in interest rates.
    These are the facts.
    ARE THESE "technical indicators" suggesting a continued "buy the dip" strategy - or a roll over of bullish momentum toward a more longer term bearish posture?
    Time will tell.
    In the meantime, for your reading pleasure - King World News -
    provides plenty of sobering thoughts by the likes of Art Cashin, John Mauldin, Bill Fleckenstein, Richard Russell,
    Sep 25, 2014. 12:23 PM | Likes Like |Link to Comment
  • Do Death Crosses Signal Bearish Markets? [View article]
    Perhaps "someone" might provide research/comment on the "what if" the past Death Crosses occurred at times if and when the SLOPE of the 200 DMAL was DOWN (defined as when the most recent day's 200 DMAL level is below the previous day's level) .
    I'd like to see the same comments as to when the 50DMAL moves ABOVE the 200 DMAL - again - both when the 200 DMAL is sloping UP as well as when sloping DOWN.
    My intuition suggests that this "fine tuning of coincidental indicators" might improve the predictive value of such indictors.
    And especially if and when this event is occurring at the time as it is occurring with other indexes (and specific securities).
    Sep 23, 2014. 12:29 PM | Likes Like |Link to Comment
  • Rxi Pharmaceuticals, Significant Upside Of 300% Is Expected In Coming Months [View article]
    Are you still involved with following RXII.
    I am still long
    Have you seen the Griffin Reports.Last i heard with a TP of 13.50 (but maybe out of date)
    other holdings include (in size order)
    Sep 16, 2014. 02:24 PM | Likes Like |Link to Comment