Seeking Alpha

Jan Von Braun

Jan Von Braun
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APA, JPM, KO, O, TOT
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  • Money managers and major banks are discussing the possible creation of a stock-market equivalent for corporate bonds, with sources saying the parties are interested in setting up a centralized electronic market where all participants could trade bonds freely with one another. The discussions, still in an early stage, highlight the concern over regulatory shifts that some fear will make bond trading more expensive.  [View news story]
    Stop being jealous of his great strategy, Shaun Connell.
    Jun 14, 2012. 12:01 PM | Likes Like |Link to Comment
  • The U.S. Economy Sitting On The Threshold Of A New Golden Age, Part 2 [View article]
    We are now witnessing the beginning of the end of the American empire.
    Jun 13, 2012. 05:38 PM | 4 Likes Like |Link to Comment
  • Stocks Edging Closer To Financial Cliff [View article]
    Touché.
    Jun 13, 2012. 05:11 PM | Likes Like |Link to Comment
  • Spain is downgraded from B to CCC+, junk territory, by Egan Jones. Last night, the ratings firm warned both Spain and Italy would need full bailouts within 6 months.  [View news story]
    Oh no, the mighty Egan Jones has downgraded Spain, whatever shall we do? Woe to all!
    Jun 13, 2012. 04:20 PM | Likes Like |Link to Comment
  • Why Dividend Stocks Will Significantly Lag Cyclicals Over The Next 5 Years [View article]
    The point of the article is that cyclicals are undervalued relative to dividend stocks. I thought it was pretty simple

    I guess some people don't like the conclusion.

    Cyclicals = probable better relative performance (total return and dividend growth), high volatility and less stability
    Stapes = probable worse relative performance, low volatility and more stability

    There can be great companies that are both cyclicals (CVX) and staples (KO).

    Pick your poison. I prefer a little from column A and a little from column B.
    Jun 13, 2012. 12:20 PM | 4 Likes Like |Link to Comment
  • JPMorgan Chase Presents A Whale Of An Opportunity [View article]
    Opportunities are best when everyone hates a company, but the company is also fundamentally profitable and expected to grow. JPM fits both, I can't think of a more hated company now. I'll bet JPM will touch $48 before 2013 is over, though it will likely idle in the mid-30s for a few months yet.
    Jun 12, 2012. 01:37 PM | 1 Like Like |Link to Comment
  • Target A REIT Portfolio That Stays Inside The Circle [View article]
    I don't have ANY circle of competence. What am I supposed to do?
    Jun 12, 2012. 01:21 PM | 3 Likes Like |Link to Comment
  • Retirement: A Beginner's Guide On Basic Option Strategies (Part 5) [View article]
    Yes, yes, a thousand times yes! Alphaman is extremely catchy.
    Jun 12, 2012. 11:39 AM | Likes Like |Link to Comment
  • Retirement: A Beginner's Guide On Basic Option Strategies (Part 5) [View article]
    Maybe people would actually listen to you if you changed your screen name.
    Jun 12, 2012. 09:17 AM | Likes Like |Link to Comment
  • Tobacco Sector: Going Up In Smoke? [View article]
    I'll bet Altria would buy out any marijuana company before it did an IPO.
    Jun 12, 2012. 09:15 AM | 2 Likes Like |Link to Comment
  • Tobacco Sector: Going Up In Smoke? [View article]
    Get their money, that is. Cha-ching!
    Jun 12, 2012. 08:08 AM | 2 Likes Like |Link to Comment
  • The Bailouts Continue: Are You Ready For A Rally? [View article]
    because you richly deserve it
    Jun 12, 2012. 07:32 AM | Likes Like |Link to Comment
  • Strong Signs Dividend Stocks Are Approaching Bubble Territory [View article]
    I think bubble should imply at least a PE of 30.

    PEs of 18-20x with single digit growth strikes me as overvalued, but far from "bubble" territory.
    Jun 11, 2012. 02:42 PM | Likes Like |Link to Comment
  • Retirement: A Beginner's Guide On Basic Option Strategies (Part 5) [View article]
    "first, really awful handle Fred, really"

    hahaha, I agree with RS here, for once
    Jun 11, 2012. 09:52 AM | 2 Likes Like |Link to Comment
  • These 5 Stocks Can Jump As Europe Relaxes [View article]
    Or is it?
    Jun 10, 2012. 03:40 PM | Likes Like |Link to Comment
COMMENTS STATS
69 Comments
71 Likes