Seeking Alpha


Send Message
View as an RSS Feed
View ilovesum's Comments BY TICKER:
Latest  |  Highest rated
  • Did The SandRidge Activist Investors Make A Big Mistake And Overvalue The Company? [View article]
    With all due respect to the author , usually the big money is the smart money .
    Mar 28 09:50 AM | 5 Likes Like |Link to Comment
  • Out Come The Big Guns: Atlantic Power Investigations Launched [View article]
    Management will have a hard time defending their actions .
    Mar 7 05:42 PM | 2 Likes Like |Link to Comment
  • Friday Charts: Don't Fear Another Financial Collapse Until This Indicator Soars [View article]
    Would be helpful to over lay a Dow chart onto CDS to prove your point.
    We would all be rich if we coulld follow one chart and read the market
    Sep 23 09:29 AM | Likes Like |Link to Comment
  • Wells Fargo And Discover: A Deal Waiting To Materialize? [View article]
    How long will the credit card industry survive with their high fees and the availibility of bank cards and now smart phone payments ?
    Wal mart is looking into phone payments .
    Sep 13 06:28 PM | Likes Like |Link to Comment
  • Agribusiness ETFs And The Drought Of 2012 (Podcast) [View article]
    There are millions of unproductive acres in Russia and Ukraine.
    The one child per couple will reduce population.
    Five years ago Ag was a horrible place to be for many years .
    In fact the govt. used to pay farmers not to farm.
    The recent use of corn for ethanol seems to be the driver of all the Ag
    demand. What happens if the USA finally starts using some of its
    abundant natural gas ?
    Lower oil prices , less rational for corn ethanol , farming will almost collapse.
    Looks like another bubble.
    Aug 5 11:11 AM | Likes Like |Link to Comment
  • Harry Dent's Formula For Surviving The Great Bust Ahead [View article]
    Honestly don't follow him but if he bets on his predictions then
    he should be richer than Buffett.
    Aug 5 12:35 AM | 1 Like Like |Link to Comment
  • Wells Fargo Simply Outshines JPMorgan Chase [View article]
    Wfc is the best USA bank by far.
    Jul 17 03:39 AM | Likes Like |Link to Comment
  • Berkshire's Portfolio: The Art Of Rebalancing, Part 1 [View article]
    There is no tax implication considered here.
    For a 7% increase by re balancing(9.1/9.8) you would lose more on taxes than you would gain on strategy.
    Berkshire has held a lot of these positions because their dividend
    return on original investment is high and they would pay a lot of taxes
    to get out of these positions.
    Apr 18 05:46 AM | Likes Like |Link to Comment
  • Bernanke And Fed Rewrite History One Lecture And One Editor At A Time [View article]
    End the FED
    Mar 26 07:31 AM | 2 Likes Like |Link to Comment
  • Why I'm Praying For A Market Pullback [View article]
    The only problem is these buy backs are at a higher price then they were 2 or 3 years ago . So value isn t so great
    Mar 26 07:02 AM | Likes Like |Link to Comment
  • Why I'd Avoid Buying Berkshire Hathaway Now [View article]
    Good article. I agree with your dividend perspective . Perhaps they should have a portfolio that does pay a dividend. I would also argue that lack of dividend not only limits individual investors it also scares away pension funds.
    The insurance industry has had problems over the last several years which has likely pulled the stock down ,so how long can you wait for price appreciation if you need money to live on every day?
    Mar 11 09:33 AM | 2 Likes Like |Link to Comment
  • Did You Forget Wal-Mart Was A Growth Stock? [View article]
    The dollar stores are eating their lunch.
    They need to get into banking , they have the locations.
    Mar 4 10:24 AM | Likes Like |Link to Comment
  • Why You Shouldn't Be Buying Stocks [View article]
    I agree with the author , the issues seem to be papered over or forgotten temporarily.
    My preference is to be in a certain amount of cash .

    The interest rates are historically low to reduce the govt debt service costs and to try save the housing . Savers are being punished indirectly. Unfortunately action has consequences.

    It is alarming that the FED has to by the treasuries . How can you keep borrowing a trillion a year when China the largest holder only has a trillion in all the years of borrowing. The govt has to cut its spending plain and simple.
    Feb 26 10:47 AM | 4 Likes Like |Link to Comment
  • The Truth About Warren Buffett And 'Forever Investing' [View article]
    The buy and hold regarding Buffett depends on the stock. If the stock fundamentals and reason for owning it don't change he will buy and hold. His buy and hold mentality is a comparison to a trader so he falls more on the buy and hold side than a trader generally and relatively speaking.
    He will not sell a stock because the earnings fell 10% in one quarter for no apparent reason . Nor will he cash in if a stock doubles (such as Coke) if he believes it has durable competitive advantage.
    Dec 26 03:03 AM | 3 Likes Like |Link to Comment
  • Wells Fargo: A Plagued Stock With Serious Risks For Investors [View article]
    Buffett and other large investors is one compelling reason to buy WFC .
    A second reason is their comments to increase and or sharebuybacks /dividends if the govt lets them.
    A third reason would be their recent purchase ;
    "Bank of Ireland agrees to sell U.K.-based lender Burdale to Wells Fargo for around 690 million euros, bringing Bank of Ireland closer to its target of selling 10 billion euros in assets under a European Union – International Monetary Fund bailout. The latest deal takes BOI to 8.6 billion euros."

    Seems very odd that BAC had to ask Buffett for money and WFC is buying? I highly doubt the govt would let a TBTF bank put the country at risk as they are still scrutinizing them .

    BofA mulls more asset sales to boost capitalReuters (Fri, Dec 23)
    Dec 26 02:33 AM | 2 Likes Like |Link to Comment