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hbaskerville

hbaskerville
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  • Gold And Silver Technical Analysis Charts [View instapost]
    Thanks Liam, I appreciate it.
    Sep 23 04:41 PM | Likes Like |Link to Comment
  • Gold And Silver Technical Analysis Charts [View instapost]
    Liam:
    For lack of a better place to ask you a question, I'll do it here. A number of pundits (including Goldman) think that the market has not appropriately priced the end of the Fed's bond purchases, which will occur in October. Goldman very clearly thinks this will have a severe negative impact on stocks. Do you think that it will have the opposite effect on gold? Thanks again.
    Henry
    Sep 23 12:36 PM | Likes Like |Link to Comment
  • Gold And Silver Technical Analysis Charts [View instapost]
    Liam:
    The Scottish vote went our way and GLD still went down. Go figure. It has to turn around eventually, right?
    Sep 19 04:48 PM | Likes Like |Link to Comment
  • Gold And Silver Technical Analysis Charts [View instapost]
    Thank you.
    Sep 17 04:54 PM | Likes Like |Link to Comment
  • Gold And Silver Technical Analysis Charts [View instapost]
    So, i don't get it. From all appearances, the Fed statement seems to be more dovish than most forecast -- they continued the "considerable time" language and Janet Yellen even says there is "no calendar date" when rates will rise -- but the price of gold still falls of the table. What gives?
    Sep 17 03:53 PM | Likes Like |Link to Comment
  • Asian gold demand slumped in Q2 [View news story]
    I'm not sure i see why this is taken as a negative for gold. It says that China cut its buying in the past sense, which should be reflected in historical prices, not prices going forward. This also suggests that Asia buying should increase going forward. I would assume additional demand would be a good thing.
    Sep 15 05:38 PM | 1 Like Like |Link to Comment
  • Gold And Silver Technical Analysis Charts [View instapost]
    Do you have an opinion about what the Fed meetings this week might mean for GLD?
    Sep 15 02:50 PM | Likes Like |Link to Comment
  • Proof Positive That Vringo Is Dead Money [View article]
    So the proof positive that VRNG is dead is that the company did not issue a press release? Sounds kinda thin . . . .
    Dec 18 10:24 AM | 8 Likes Like |Link to Comment
  • American International Group Inc declares $0.10 dividend [View news story]
    This is an extremely misleading post. Normally I'm a big fan of Seeking Alpha, but this is beneath you. No mention whatsoever of the fact that the prior dividend of $0.22 was in 2008 before AIG collapsed. The truth here is that AIG just reinstated its dividend for the first time in almost five years. This is good news. Calling it a "54.5% decrease" in bright red letters is deceiving and bad form.
    Aug 1 06:16 PM | 11 Likes Like |Link to Comment
  • ConocoPhillips: The Best Investment In The Energy Sector? [View article]
    Am i missing something? This sentence doesn't seem to make any sense: "Ten years ago, the stock was trading at around $19 and one could buy 500 shares for one thousand dollars." Wouldn't 500 * 19 = $9500? As far as I can tell, COP has never traded anywhere near $2/share. I like your article, but the entire premise of the last three paragraphs seems mistaken.
    Apr 9 05:38 PM | 3 Likes Like |Link to Comment
  • Why Apple Is A Short-Term Sell Based On David Einhorn's Plan [View article]
    @Drew9944 -- exactly. This article ignores how every stock works before and after ex-dividend dates for large special dividends. Typically, the stock either is flat or rises before the ex-dividend, drops slightly after the ex-dividend date (since the special dividend is no longer available and people can sell and still get the special dividend) and then drops by the rest of the price of the special dividend after the dividend is distributed. This is because people buy before the ex-dividend date to get the special dividend -- exactly as this author suggests -- causing the stock to rise before the ex-dividend date. The stock drops after because, by definition, the company is less valuable, having distributed a large special dividend to shareholders. The very definition of special dividends provides that the stock should drop by the amount of the special dividend.

    So, following this authors advice, a current shareholder would at best be the same having sold now and repurchased before ex-dividend (assuming the stock stayed flat) and at worst, substantially worse off should Apple rise when others get the idea to buy before the ex-dividend date. And that's totally ignoring any fees for buying and selling, and any tax differences possibly caused by long-term v. short-term capital gains and/or any wash rule issues. Consequently, IMO, this article is extremely short-sided.
    Feb 26 11:43 AM | Likes Like |Link to Comment
  • Mark Cuban Raises His Position In Vringo. Should You? [View article]
    Thanks for the article. Just an FYI, the jury found Google "liable," not "guilty." Guilt is only for criminal cases.
    Feb 14 02:12 PM | 5 Likes Like |Link to Comment
  • Pandora Media (P): Q3 EPS of $0.05 beats by $0.04. Revenue of $120M (+60% Y/Y) beats by $3M. Shares -21.1% AH. (PR[View news story]
    So, Pandora beat the street on both numbers and shares are down 21% in after hours? WTF?
    Dec 4 04:14 PM | 1 Like Like |Link to Comment
  • Vringo's Kryptonite [View article]
    Joe:
    You're misreading the proposed legislation. The term "succeeding" refers to whether the plaintiff would succeed at trial. So, in VRNG's case it has nothing whatsoever to do with whether Lycos would have succeeded as a company. This simply means that if the Court determines that a case is not likely to succeed, i.e., is frivolous, the Court may award attorneys' fees to the defendant.

    You're also putting to much stock in this "change" in legislation. 35 U.S.C. 285, already provides "The court in exceptional cases may award reasonable attorney fees to the prevailing party." At most, this "change" merely lowers the bar for awarding fees.
    Dec 3 02:21 PM | 1 Like Like |Link to Comment
  • Vringo Vs. Google: Verdict Imminent, Trading Halted [View instapost]
    I intend to hold my VRNG stock. It's patents have been deemed valid. It gets a 3.5% royalty from Google until 2016. And this case sets the tone for future cases against Yahoo, Microsoft, and others. By the way, Reuters seems to think the future royalties could be worth $500MM:
    http://yhoo.it/SLmQIc
    Nov 6 04:11 PM | Likes Like |Link to Comment
COMMENTS STATS
51 Comments
49 Likes