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  • Amazon Loses Money, But Shares Still Worth More Than $200  [View article]
    The pure complexity of the investment analysis necessary to justify the lack of profit reads RED FLAG for me and I think many investors, yet the price continues to increase. Paulo, I greatly appreciate your attention to these details in your last several articles. when earnings and other basic fundamentals about a company diverge from the stock price, all I can do is scratch my head and try to understand why shorting it isn't working, or where all of Friday's volume is coming from, 4x its usual volume after a big earnings whiff and "waste of time" conference call. Why is AAPL treated differently? Or Goog? Is the prevailing idea that AMZN will simply destroy every retail brick and mortar, and then can start making money?
    Oct 30, 2012. 05:37 PM | 1 Like Like |Link to Comment
  • Amazon: Analysts Bury Their Heads In The Sand  [View article]
    Hft short squeeze plain and simple, price discovery in this market is a joke. They saw shorts pile in and drove AMZN hyperbolic on 11m shares to crush the easy money shorts on this high p/e miss. If that isn't a scam to protet the hedge funds November options play, I don't know what is. No one looked the other way on Goog. And AAPL gets halted BEFORE their earnings release while the futures plummet 70 points. That is insider trading. Seems pretty obvious to me that this market is filled with criminals with deep pockets. 4x AMZN volume after a miss? HFT short squeeze bad earnings trap. Retail traders are suckers.
    Oct 27, 2012. 01:10 PM | Likes Like |Link to Comment
  • Return To Bretton Woods: Economic and Investment Implications  [View article]
    This argument sounds a lot like, "the further you get away from the planet the smaller everything gets. Cars, mountains, houses, people! Eventually everything is tiny!"

    So, when I affirm or deny this guy's fairly well written article's points, i qualify my remarks. yes, I have heard of inflation before. I have even heard of bubbles. heck, the cost of digging gold out of the ground is now substantially higher than the cost of gold itself was a short number of years ago.

    But then I come back down to earth and see that the things that look like ants from outerspace are actually houses, and people, and cars and mountains.

    There are more than inflationary pressures occurring. When I look at the cost of a condo in New York, I don't compare that with the price of a gallon of milk to determine the future value of moo juice.

    Gold tracks inflation so would be better than dollars by the same point. And real estate hasn't budged in twenty years, so thanks a lot Heilbronner on that one. The Bretton Woods observation is just another thing to put in your pipe and smoke, it is very interesting.

    A bet on gold is the same as a bet on equities and in this market, yeah you may be right, you may be buying at the top considering the risk of recession, death of euro, fiscl cliff, it is a risk on asset, and sure it could all come back in 20 years, so could your
    underwater house.

    All I really said was "gee Everything looks so small from space" so picking holes in my "argument" is just a waste of time. I didn't say much. Nearer term, I have no way of knowing whether our inflating our way out of these problems is possible, but I think it likely that they will try, and that will coninue to put air in the the gold balloon, but I also said that 1500 per ounce would come as a natural resultof the slaughter of equities, another real possibility.

    There is a reason they call this "speculation." So place your bets!
    Oct 17, 2012. 11:22 AM | Likes Like |Link to Comment
  • Well Fargo Shares Set To Decline Amid Market Uncertainty  [View article]
    Strong agree, but these Prop traders can bolster the price all they want between now and earnings, which will be good. The whole market can tumble and this can float in place on low volume because the banks are running the table.
    Oct 10, 2012. 01:49 PM | Likes Like |Link to Comment
  • Return To Bretton Woods: Economic and Investment Implications  [View article]
    Fascinating article, and a great contribution. Short term it says little about gold prices, and i think most readers would know this, due to its tight beta with equities day to day. but i believe over time due to this hoarding us dollars abroad, namely in china, and the currency pegging, the long term story for gold is up up and away regardless of what happens with equities. We will, and by we I mean every flailing economy on the planet with the instruments to do so will attempt to inflate their way out of the mess, and that short term gold bubbles will burst with equity collapses. But the 100000 foot level that you are conveying is 100% right. It does not set a short term floor for gold in the least bit. 1550 per oz can come quickly wth a dow plunge, but the answer will always be to increase liquidity in crisis, and the cycle will continually drive the floor in gold upward over the next decade through 50 years and beyond so long as fiat currency exists. The longterm gold chart can be read by a 5 year old, the short term charts are for arbitragers and market timers.
    Oct 9, 2012. 10:30 PM | 1 Like Like |Link to Comment
  • JPMorgan Earnings Preview: Fair Value Is $50 In 'Normal' Economy And Markets  [View article]
    We shall see the true impact of the London Whale fiasco. The government lawsuit and the trading mistakes surely give me pause before friday at resistance in a toppy looking market. i appreciate the article, you have had a nice appreciation run either way.
    Oct 9, 2012. 12:11 PM | Likes Like |Link to Comment
  • Dunkin' Brands Is Brewing Up Strong Performance  [View article]
    Despite the performance of dnkn being better than horrible, i can't ignore their PE problem. If maket pulls back the donut is getting bite taken out. But reading your article made me hungry.
    Oct 8, 2012. 01:39 PM | Likes Like |Link to Comment
  • Markets Feel Frothy? Think A Selloff Is Coming? 7 Funds To Consider Now  [View article]
    Good article. I am stacked to the gills on tza from about 14, with few longs. Monday sells are the norm, but would like to hear if you have any longer range targets for correction, and possible triggers for selling, aa earnings?
    Oct 7, 2012. 01:31 PM | Likes Like |Link to Comment
  • PharmAthene - All Is Not Lost Yet  [View article]
    What a gamble, betting on a court decision with an unknown date. May as well be at a casino, except at least at a casino you don't have to wait to see if the dealer kills you, and in the meantime, what is to stop folks from pulling cash? Lots of risk built In here, a verdict would be a starting for starting a position, but even a positive verdict might be difficult to properly value. Scary breaking below support here while the market is at its peak, whathappens to this thing on a BAD day? Keeping this on the radar.
    Oct 5, 2012. 02:22 AM | Likes Like |Link to Comment
  • Eli Lilly: Buy Before Sola Approval  [View article]
    A little late to be recommending this after the run up. I expect to see profit taking as we approach 5 year highs. Yes, it is a great company with a fat dividend, and this article would have been appreciated a few months ago. But at this point, with you writing articles that give very few details except as a comparison to other pharma companies, and with you yourself staying your hand (waiting for a pullback) I feel forced to ask whether maybe someone has paid you to write the pump. Where do seeking alpha paychecks come from?

    Disclosure, I am short term short from 80, seeing it bump against a resistance in this range after a hyperbolic run. I want my insights to be better than seeking alpha monday morning quarterback plays. This has seen the action it is going to get short term, IMO.
    Oct 1, 2012. 02:28 PM | 1 Like Like |Link to Comment
  • Tempur-Pedic: Acquisition Of Sealy Creates Short Term Distraction But Long Term Value  [View article]
    Good article, i appreciate your helping clarify both companies' debt positions. The gap fill on the headake rally typically gets filled back up quickly if the longterm outlook from the talking heads like seekingalpha is positive.
    Sep 30, 2012. 12:57 PM | 1 Like Like |Link to Comment
  • Tempur-Pedic's Purchase Disturbs My Restful Slumber  [View article]
    PE alone makes tpx a buy, and one major competitor is gone.. This stock should double in a year. I don't llike seely's debt sitution, but nevertheless. And just because Volkswagen makes upscale car models doesn't mean mean that mercedes is going down. Way oversold earlier this, i have been a major proponent ever since, bouht shares in the low twenties. Added more today.
    Sep 28, 2012. 01:16 PM | Likes Like |Link to Comment
  • A Bullish Case For Boeing  [View article]
    Great insight. This issue regarding defense was worth mentioming in the article, unless i missed it. I really appreciate your research, and have initiated long blocks in the 69s.
    Sep 20, 2012. 02:55 AM | Likes Like |Link to Comment
  • An update to the world of graphene research  [View instapost]
    Ever heard of cvv?
    Aug 2, 2012. 11:20 PM | Likes Like |Link to Comment
  • CVD Equipment: Facing A Demand Slowdown  [View article]
    I just think it sucks that you would use Seeking Alpha's clout as a microphone to advance your own short trade. This is a short side pump and dump, and the best part is that it hasn't worked at all. You guys should have the decency to stay out of the stocks you bring down. After the manipulation I bought, and made money out to 13. I am factored back in yet again in the low twelves, and cvv has been remarkably predictable this year for MONSTER trades.

    Albeit your thesis does have some merit, and pretty graphs, and sounds rather intelligent, excitement and new markets opening DO effect the price of a stock, intangibles that you aren't factoring, not mention simple chart pivot points, and you recommended a short right on top of a tested pivot, which is suicide. FB with similar pricing models would be worth closer to $10. EXCITEMENT keeps that stock trading at retarded multiples, this one actually has GROWTH written all over it in the long term and an imaginative investor base with some toughness. Every day there is some huge breakthrough in graphene, and the chart is showing the most reliable pattern trade on the market, 12 on up, how many times? Me this year: 5/5 on CVV swings. 9% in gains since your article. You? I hope you exited your potential short because this swung to 13 before you could get your pants back on. I will monitor your track record going forward and if these shenanigans continue, I will be writing my own article. I am tired of Alpha and Fool playing games with my money, but on this one have to simply thank you!
    Jul 18, 2012. 12:45 AM | Likes Like |Link to Comment