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bazooooka

bazooooka
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Latest  |  Highest rated
  • 18% Annualized Net Return With Dresser-Rand [View article]
    Good to know we are in such good company.
    May 3, 2015. 09:16 PM | Likes Like |Link to Comment
  • 18% Annualized Net Return With Dresser-Rand [View article]
    SSA can you elaborate on the call spread your playing on this one (and expected return)? You seem to very knowledgeable with arbitrage/ options plays. I like the idea of lower capital outlays and limiting the downsides of the rare deal breaks.
    May 3, 2015. 06:32 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 396: Apr. 16, 2015 [View instapost]
    Ed,

    Thank you for your postings. If Axion has value it will be in the IP. It will be interesting to see who ends up with the IP and how/when they got it.
    May 2, 2015. 05:36 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 396: Apr. 16, 2015 [View instapost]
    I bet you and many others wish that had been the case.

    >>I never detected any ethical or moral lapses that put our lawyer-client relationship in jeopardy. If I had, I would have quit and sold my entire position.
    May 2, 2015. 05:29 PM | 1 Like Like |Link to Comment
  • Chris DeMuth Jr's Favorite ETF For 2015 [View instapost]
    These aren't a float shrink strategies per se but I wouldn't be surprised to see that correlates with other measures of value. The academic data behind these funds seems strong but the funds are new.

    For Alpha Architect I like QVAL and IVAL once you start getting into smart ETF products.

    http://bit.ly/1KCkHYW

    For Meb Faber there is SYLD which screens for buybacks and other value measures (he also had about 5 others).

    http://bit.ly/1KCkJA0
    May 2, 2015. 08:34 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 396: Apr. 16, 2015 [View instapost]
    Bob, your post to Iindelco was heavy handed with unnecessary legal undertones. He has been a valuable member of this concentrator for many years and deserves better. I really hope people can talk on this concentrator without ruffled feathers and litigation threats.
    May 2, 2015. 03:03 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 396: Apr. 16, 2015 [View instapost]
    http://seekingalpha.co...
    May 2, 2015. 02:56 AM | 3 Likes Like |Link to Comment
  • Chris DeMuth Jr's Favorite ETF For 2015 [View instapost]
    Thanks Chris. The ETF space is getting pretty interesting. I also like the concepts (and products) from Meb Faber and Alpha Architect. The best of these ETFs combine some time tested academic strategies on international markets as well.
    May 2, 2015. 02:55 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 396: Apr. 16, 2015 [View instapost]
    JP,

    If you know TG well enough to call him a "master at the craft" that suggests you must have known him pre Axion? Did you detect any ethical or moral lapses over those decade(s) of friendship?

    If you had to do it again do you still he was the right horse to back or would you prefer a younger (40s or 50s) and more masterful TG than the version we see on YouTube?
    May 1, 2015. 09:50 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Chris,

    Sounds like Q2 numbers will be more telling with the sales forces now in place.

    Based on recent info are you slightly more bullish (or bearish) on Product Sales Milestone #1?
    May 1, 2015. 03:54 PM | Likes Like |Link to Comment
  • Quote Of The Day – Thursday, April 30, 2015 [View instapost]
    The good old boy act has worked well for him. I've follow him since the 80s even though I was just a kid.
    Apr 30, 2015. 04:46 PM | Likes Like |Link to Comment
  • Baltic Trading Limited: Proceed With Caution [View article]
    MTF,

    Do you think BALT is a buy now? I'm surprised it's down drifted below NAV even though it has as suitor.
    Apr 29, 2015. 07:00 PM | Likes Like |Link to Comment
  • Pershing Square Holdings: Love Him Or Hate Him, Bill Ackman Is Worth Investing In [View article]
    You will miss the up to 9% percent pop on his activist targets if you follow just through 13Ds and similar. Likely it will be a near wash if you're really diligent. Probably easier to pay the 1.5% as his real value will be if he can avoid the next downturn as easily he did the last one.


    >>
    >>It is worth noting that Pershing Square's first-day pop of between 7-9% is significantly above this average, and on its average position size of $1 billion amounts to between $70-90 million in immediate profits for fund investors
    Apr 29, 2015. 05:50 PM | Likes Like |Link to Comment
  • Preparing For The Next Market Collapse [View article]
    Yup on my radar too. I hope you write up some of these types of plays.

    http://bit.ly/1GGdBRH
    Apr 29, 2015. 03:22 PM | Likes Like |Link to Comment
  • Preparing For The Next Market Collapse [View article]
    Hussman also is conveying a "be prepared" message. Sure it's easy to criticize him for missing the current bull. But he has called many bears correctly and I suspect he may be onto something.

    http://bit.ly/1zjuNwU
    Apr 29, 2015. 02:56 AM | Likes Like |Link to Comment
COMMENTS STATS
3,526 Comments
787 Likes