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bazooooka

bazooooka
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  • Why I Love Dex One And SuperMedia And Why You Should Too [View article]
    Brian,

    Spot on. I was almost tempted in but listened to sage advice from guys like you.
    Jun 19, 2015. 07:32 PM | Likes Like |Link to Comment
  • Is Yield All That Matters? [View instapost]
    petell,

    Outside of the NAV growing how can this one sustain/justify a premium. I'd think even if the NAV went up a bit it still can't justify a 40% premium. I'm suspect that the NAV ever breaks $8 again since the divi degrades it. It's not a great short since you will have to pay divis but it might be an avoid for some new dividend investors who might not have enough runway left to get their cost basis back.

    http://bit.ly/1d6Drnx
    Jun 19, 2015. 07:13 PM | Likes Like |Link to Comment
  • Cornerstone Total Return: Yield Illusion Creates Substantial Downside [View article]
    Nota,

    A new investor is basically betting that the premium will last many more years and that they will recoup most of their investment in payout before it comes back to earth. However, its mathematically impossible to sustain the dividend at current levels thus the premium will collapse and likely the yield as well. Good for you if you have recouped most of you basis, do you suspect others will be able to say the same if we look back at this in 3+ years?
    Jun 19, 2015. 04:44 PM | Likes Like |Link to Comment
  • Is Yield All That Matters? [View instapost]
    Chris, would you close your short if they cut the dividend back or would you hold until the NAV premium mostly disappears even if they had a sustainable dividend?
    Jun 19, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • A low drawdown strategy for sector rotation for Fidelity Select Funds [View instapost]
    Varan,

    How would this strategy's metrics compare to just having held FBIOX for the past 20 years?
    Jun 19, 2015. 03:05 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 399: June 8, 2015 [View instapost]
    Al,

    What average price did you get on your new purchases?
    Jun 17, 2015. 02:21 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 399: June 8, 2015 [View instapost]
    Heck, my current stake in Axion likely couldn't cover the place ticket. But props to you for going and reporting back.

    Sadly, I know more than a few who have 3 figure Axion accounts that once were in the 6 figures. Might be worth it to attend anyhow to get some sense of how we were all duped.
    Jun 15, 2015. 04:14 AM | 3 Likes Like |Link to Comment
  • Arbitrage, Event Driven, & Value [View instapost]
    Ruerd,

    Great reply. I think you should market your newsletter around the International value angle. Not only will the returns be slightly better but there are so many choices. All the US value screen are down to handful of names. Nobody wants that last bit of popcorn at the bottom of the bowl, right.
    Jun 6, 2015. 04:48 AM | 2 Likes Like |Link to Comment
  • Is EKSO Bionics On The Verge Of A Major Marketing Campaign? [View article]
    Dallas,

    You had sniffed out the promotion, yet you didn't follow your instincts all the way and vet these guys. It's never a good sign when a microcap company is overly promotional.
    Jun 5, 2015. 09:05 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Who is P.T. in this story?
    Jun 5, 2015. 02:48 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    Rick,

    You should have stayed a "Teslador" you would be richer and they might even end up changing the world as Elon branches out and then ultimately merges all his distinct operations. Or not; but sure would have been better than than the lump of PbC we all got in our stockings.
    Jun 5, 2015. 02:48 AM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 398: May 26, 2015 [View instapost]
    JP,

    You used to say the same thing about Axion when people were critical of the progress. Seriously, can you waste another decade on a junker? I hope you're more open minded this time around. It can't be that Axion and now EPower are always the smartest guys in the room. And even if so, smart and arrogant can still end up BROKE.
    Jun 5, 2015. 02:43 AM | 8 Likes Like |Link to Comment
  • Arbitrage, Event Driven, & Value [View instapost]
    Richard,

    I've seen many value screens backtested in the 15% cagr range and drawdowns that are less than the index? Would say your own performance is consistent with that? Has curating your lists improved on the metrics found when one just buys the screen?
    Jun 4, 2015. 10:34 PM | 1 Like Like |Link to Comment
  • My Attempt To Find The Best Healthcare Mutual Fund Since 2007 [View article]
    Dane you might want to examine how often the leader from the past 10 years remains a leader for the next ten years. You may find that the lesser ones will be a better bet to mean revert if you are a long term bull in this area.
    Jun 4, 2015. 10:15 PM | 2 Likes Like |Link to Comment
  • Russian Market Review: May [View article]
    Peter,

    What are your favorites of the names mentioned in the RSX? I'm looking to due some diligence on a few individual Russian stocks.
    Jun 4, 2015. 10:10 PM | Likes Like |Link to Comment
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