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bazooooka

bazooooka
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  • The #1 Stock In The World [View article]
    Personally, I don't think it's a big deal if some link drops an article here and there - as long it's investment based. Easy enough to skip over it if I have no interest.

    Now, if I clicked on the author's comments and someone did it dozens of times that's different but a few times of dropping a link should be allowed, imho.

    I've actually discovered some good SA authors this way.
    Jul 3, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • The #1 Stock In The World [View article]
    WSD,

    I agree with you. However much of what you suggest can be mitigated with position sizing. Also I should add that my above post was hypothetical since XIV has only existed for 4+ years but is up 4x already thus it does seem like it could be a 10x with a long enough horizon.

    For XIV, I asked myself what size I can accept, knowing that it could temporarily lose 90% and be underwater for years, but probably end up a big winner if I hold for a decade or so. My personal plan is to hold forever on this one and add a bit here or there over the years on any 50-75% drawdowns if they occur.
    Jul 1, 2015. 09:14 PM | 1 Like Like |Link to Comment
  • The #1 Stock In The World [View article]
    Chris,

    You might enjoy this below article. Shows that XIV was up 18x in under 10 years...and it's up another 50% since Oct. 2013. Thus close to a 27x return in 11+ years for those who held (or added) during the swan dives, which will surely occur again.

    http://bit.ly/NhYUgK
    Jul 1, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • What Is The Largest Position That I Have Ever Taken? [View instapost]
    Chris,

    Are you still rolling puts on this one. What type of return to date have you've realized on this trade relative to invested/risked capital? I suspect it's much more than the 35% drop since late 2012.
    Jul 1, 2015. 01:16 PM | 1 Like Like |Link to Comment
  • The 1 Page Portfolio Plan [View article]
    Lowell,

    Do any of your strategies lend themselves well to margin (or even using leveraged etfs)?

    If some strategies have double digit returns and low drawdowns in most/all the monte carlo simulations can we then expect that they would be a good candidate for leverage?
    Jul 1, 2015. 02:01 AM | Likes Like |Link to Comment
  • How The MCG Capital Bid Crushed HC2's Stock Price [View article]
    Arthur,

    Good point. It does seem the market is giving us the answer of where a secondary could trade. I'd suspect maybe even a 10-20% discount from these already clipped levels.
    Jun 30, 2015. 02:38 PM | Likes Like |Link to Comment
  • The Bruce Fund: A Great Long-Term Investment [View article]
    It seems most of the outperformance is from 2003 to 2004. I'd suspect if you removed the Amerco purchase that this one likely lags a low cost index once you account for fees?

    Not a bad fund per se, but was the Amerco purchase luck or skill? And do you think Mr. Bruce's son will be able to pull the Amerco type rabbits out of the hat going forward? The 10 year record so far says "no". http://tinyurl.com/nmb...
    Jun 30, 2015. 02:24 AM | 1 Like Like |Link to Comment
  • How The MCG Capital Bid Crushed HC2's Stock Price [View article]
    Bradd,

    Are you adding at these levels or do you suspect that the buying opportunity will get more lucrative in the short run?
    Jun 30, 2015. 01:50 AM | Likes Like |Link to Comment
  • Marketplace Interview: Chris DeMuth Jr. - Sifting The World Continues To Hit Home Runs [View article]
    I can attest that StW is well worth it even for smaller accounts. Chris has many great ideas, similar to ASEI teased above. More often than not I've found double digit gains from piggybacking some of the countless stocks he comes up with.

    Many will more than make their money back in just one or two of his ideas. I suspect even high 4 figure accounts could make the subscription worthwhile just by buying a basket of StW ideas. And the best part is most of these ideas play out over months and years so there is lots of actionable information in the archive, especially if one reads through his older free and premium content.

    As a hint, his pick for 2015 linked in this article is off to a slow start. However those who just discover it now and hold for a year(s) should not worry - but rather should be happy that they've had a chance to add. Please feel free to PM me with any questions if you want more perspective beyond the few words I've typed. I could go on but I think just reading his free archive and instablogs from the 2012/2013 beginning will give you a good taste of what to expect.
    Jun 27, 2015. 02:32 AM | 2 Likes Like |Link to Comment
  • PHK: Is It Time To Get Out While You Still Can? [View article]
    Yes it's a game to see how many dividend checks one can get before either the divi is cut or price falls toward/ below nav all the while the divi % never break 20%. I suspect people think the music will play for a few more years - I'd not be willing to take that bet.
    Jun 26, 2015. 03:32 PM | 2 Likes Like |Link to Comment
  • Williams Has More Room To Run [View article]
    Nice call on WMB. I don't suspect we will see $55 again anytime soon.
    Jun 26, 2015. 02:13 PM | Likes Like |Link to Comment
  • Cloning The Greats: Is It Worth It? [View article]
    lild,

    Zimmerman is great; also I'd suggest SA own in house star Chris Demuth http://bit.ly/1eIDtUs


    Who are some of your other favorites? Exposure is good for all I'd presume.
    Jun 25, 2015. 05:25 AM | Likes Like |Link to Comment
  • Cigna Is A High-Conviction Long Opportunity [View article]
    Chris I like this one for scale. However, I do think the downside is likely $120ish if the market decides no deal will happen (i.e. this one has shown 20% volatility periods, even in a bull market). Nonetheless, $200 pps seems much more likely than the downside scenario - unless the regulators decide to preemptively down talk this one.
    Jun 24, 2015. 04:44 PM | 1 Like Like |Link to Comment
  • Falcone partly calls MCG Capital bluff [View news story]
    Michael,

    Do you think Falcone gets his way and all regulatory hurdles cleared?
    Jun 24, 2015. 01:47 PM | Likes Like |Link to Comment
  • TARO Is Eventually Going To End Up With One Share Left. [View instapost]
    Yup =)
    Jun 23, 2015. 04:31 PM | 1 Like Like |Link to Comment
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