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irongate

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  • Vicor Is Turning The Corner [View article]
    One of the most frustrating stocks I have ever owned. their IP is great but they just need to learn how to sell it better. I am tired of owning well funded science projects. Here's hoping tht their new sales team and distribution channel efforts will bear fruit.
    Mar 23 03:57 PM | Likes Like |Link to Comment
  • Forest Labs, Behind The Numbers [View article]
    at least FRX is not as blatant as IBM's smoke and mirrors earnings reports
    Jan 22 08:30 AM | Likes Like |Link to Comment
  • Tekmira's Shorter Path To Profitability [View article]
    sounds quite interesting... like a picks and shovels play on the biotech space.
    Jan 17 04:46 PM | Likes Like |Link to Comment
  • 8 Facts About Plug Power [View article]
    I frankly can't believe they haven't banged out a secondary yet. I think management should be shown the door for that reason alone!!!!
    Jan 8 05:34 PM | 2 Likes Like |Link to Comment
  • Oversold Target Could Be A Winner This Holiday Season [View article]
    just curious on your take on JCP vs KSS. I think they serve the same demographic... JCP just reported 10% SSS comps for Nov. I don't care if JCP is giving stuff away... when one co is doing 4x more sales than their peers... well.. they are taking share. no?
    Dec 3 10:50 PM | Likes Like |Link to Comment
  • BofA (BAC) and Societe Generale (SCGLF.PK) have appealed a judge's denial of a lawsuit in which they sought to reverse regulatory approval of MBIA's (MBI) restructuring in 2009. The bank's argue that overhaul harmed them as policy holders, and that the authorization "was arbitrary and capricious and an abuse of discretion." [View news story]
    no merit? BofA presented fraudulent mortgages to MBIA to insure. This is a FACT. And BofA's defense is that MBIA (as an institution) should have known that they were fraudulent. you say the smell of greed? how about the greed of BofA to collect mortgage fees by giving out mortgages to people that could never pay them back.... and then try to obtain insurance on them so that they could off-load them
    Mar 29 01:36 PM | 1 Like Like |Link to Comment
  • Nationstar Mortgage (NSM +3%) continues to fly higher, suggesting speculation it may not win the bidding for ResCap's servicing assets (or be forced to pay too high of a price) is just that. Nationstar has quickly raised $400M in two separate offerings over the past two weeks, apparently believing it is about to make a big acquisition. If it doesn't win, look out below. [View news story]
    agree on the look out below comment... but any drop with a 20 handle on it will be a good buy. rescap or no rescap.. the secular trend is in place and the few names in this space will prosper.. HLSS OCN NCT NSM WAC
    Oct 1 10:33 PM | Likes Like |Link to Comment
  • Annaly: The Next Victim Of Political Change [View article]
    with all due respect.. i think the author has a basic misunderstanding of Agency mReits like NLY. the feds recent actions are bad for agency names like NLY.. as it could cause MORE refinancings. If berrnnanke was out... Qe would end.. the yield curve would steepen.. and that is nirvana for agency mREits
    Sep 19 12:04 AM | Likes Like |Link to Comment
  • The yield curve continues to steepen, the 10-year Treasury up another 3 bps to 1.72% (the highest in 2 months). A steeper curve is consistent with a growing economy, writes Vince Cignarella, but does it mean the Fed - hard at work trying to suppress long yields through The Twist - is becoming irrelevant? [View news story]
    the writer is missing the big picture. who gives a flyin flip about the TWIST... the TWIST is just a side show. long bonds are at record highs because liquidity is at record highs... the more the Fed pumps liquidity into the system the more financial assets will inflate. period.

    The fed has been successful in making sure that there is no longer natural price discovery in the capital markets. Think about what has happened since March-09... we have had nothing but economic growth.. Every GDP datapoint is positive... yet instead of investors throwing UST's overboard... they have bid them up to record levels. It is all about the liquidity folks.

    and the only reason we've seen a backup in yields this week is because there was a ton of issuance/supply this week.... once that works its way thru the system... bonds (in price) will resume their uptrend

    Growth is slowing EVERYWHERE and that will lend support for UST's. I continue to believe that a 1% 10yr is more likely than a 2% 10yr.
    Aug 10 07:29 AM | Likes Like |Link to Comment
  • Rentech Nitrogen Partners: $40 A Share Is Realistic [View article]
    OK smarty pants... come up with a scenario that sees nat gas rise in price? there is so much capped off NG in this country that as soon as NG hits $3 they will flood the market again... not to mention that modern technology can find it almost anywhere. 5 years from now... who knows what kind of transportation infra may be in place to take up the demand.. but for now.. I will take 60% of my cost structure tied to natty gas... read: RNF
    Apr 27 08:29 PM | Likes Like |Link to Comment
  • Don't Believe the Lies: Ride the Bank Stocks Bull [View article]
    The author states that Tom Brown and Cramer Called the bottom in July... essentially giving the reader the impression that they the timed it perfectly. what he forgets to mention is that neither of these guys called the top... and they have been serially calling bottoms every 3 months or so.. Recall in Feb 07, cramer bet Eric Bolling on CNBC that Banks would be the Top performing sector of the year (Bolling picked Gold) and the proceeds from Cramer's wrong bet went to Charity.... Recall.. back in Dec07 it was the "just like 1990" bottom, then in march08 it was the "finally a failure" (BSC) bottom, and now in July it is the "GSE wheels falling off the cart" bottom. I WISH this author would tell me EXACTLY WHY with real identifiable metrics that the banks have bottomed.

    Cramer and Brown are simply doing what they do... but I need a bit more substance than "their" serial bottom calls to wade into this sector. I believe that any quote of a market guru should be acompanied by a disclosure of how many such bottom calls they have made.
    Aug 15 08:23 PM | Likes Like |Link to Comment
  • Housing Market's Landing Will Get Rougher [View article]
    The funny thing is that for those homeowners who took out option ARM's.. Their interest rates willl be RISING for the next 10 months. This is because option ARM's are benchmarked to the TRAILING 12 month rate of LIBOR (or MTA,CMT).

    What a deal!
    Sep 12 06:45 AM | Likes Like |Link to Comment
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