Gardener's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/320630/comments http://seekingalpha.com/article/179050-woodbine-s-different-take-on-gold?source=feed#comment-815129 815129 Sun, 20 Dec 2009 20:42:20 -0500 http://seekingalpha.com/article/177107-has-gold-lost-its-luster?source=feed#comment-799137 799137 Wed, 09 Dec 2009 21:06:36 -0500 http://seekingalpha.com/article/175686-5-reasons-to-expect-a-near-term-selloff?source=feed#comment-783059 783059

On Nov 30 06:10 AM damienhaas wrote:

> If the problem is so severe as you have mention, Central Bankers
> in Dubai, Japan and EU may just have no choice but to pump in more
> liquidity. Market frenzy may continue to next year.]]> Mon, 30 Nov 2009 14:35:37 -0500

On Nov 30 06:10 AM damienhaas wrote:

> If the problem is so severe as you have mention, Central Bankers
> in Dubai, Japan and EU may just have no choice but to pump in more
> liquidity. Market frenzy may continue to next year.]]> http://seekingalpha.com/article/165388-gold-analysts-are-far-from-gold-bugs?source=feed#comment-707678 707678 Wed, 07 Oct 2009 18:09:21 -0400 http://seekingalpha.com/article/165376-tips-are-no-longer-a-steal?source=feed#comment-707656 707656 Wed, 07 Oct 2009 17:53:41 -0400 http://seekingalpha.com/article/165317-gold-prices-a-familiar-trend?source=feed#comment-707347 707347 Wed, 07 Oct 2009 14:52:19 -0400 http://seekingalpha.com/article/162608-will-dent-dent-etfs-low-cost-image?source=feed#comment-685323 685323 Mon, 21 Sep 2009 17:05:47 -0400 http://seekingalpha.com/article/162033-ending-the-off-balance-sheet-charade?source=feed#comment-680848 680848 Thu, 17 Sep 2009 12:36:45 -0400 http://seekingalpha.com/article/161865-citi-not-earning-its-way-out-of-bailouts?source=feed#comment-679635 679635 Wed, 16 Sep 2009 15:46:49 -0400 http://seekingalpha.com/article/161230-implications-of-raising-target-inflation-rate?source=feed#comment-674656 674656 Sun, 13 Sep 2009 14:25:54 -0400 http://seekingalpha.com/article/160870-80-billion-dollars?source=feed#comment-670562 670562 Thu, 10 Sep 2009 12:58:50 -0400 http://seekingalpha.com/article/160175-why-you-should-have-some-gold-in-your-portfolio?source=feed#comment-665602 665602

On Sep 07 02:25 AM Paul H. M. wrote:

> It's funny: in EVERY SINGLE SA article that mentions gold, somebody
> is desperately trying to convince you not to use gold ETFs.
>
> I think these are just people who own physical, and are pumping their
> own books.
>
> But let's not forget, physical has many risks as well:
> 1) counterfeit (most people can't tell the quality)
> 2) storage (better hope no thieves find out you're keeping your net
> worth in your house!
> 3) liquidity (last time I checked, not a single retail outlet would
> except my Golden Eagles)
>
> These are all problems that are easily solved by using GLD instead
> of buying physical.]]> Mon, 07 Sep 2009 20:02:09 -0400

On Sep 07 02:25 AM Paul H. M. wrote:

> It's funny: in EVERY SINGLE SA article that mentions gold, somebody
> is desperately trying to convince you not to use gold ETFs.
>
> I think these are just people who own physical, and are pumping their
> own books.
>
> But let's not forget, physical has many risks as well:
> 1) counterfeit (most people can't tell the quality)
> 2) storage (better hope no thieves find out you're keeping your net
> worth in your house!
> 3) liquidity (last time I checked, not a single retail outlet would
> except my Golden Eagles)
>
> These are all problems that are easily solved by using GLD instead
> of buying physical.]]> http://seekingalpha.com/article/160207-are-the-policymakers-waking-up?source=feed#comment-663951 663951 Sun, 06 Sep 2009 11:17:04 -0400 http://seekingalpha.com/article/159113-competition-in-the-bond-etf-market-heats-up?source=feed#comment-655160 655160 Mon, 31 Aug 2009 14:52:11 -0400 http://seekingalpha.com/article/158971-dr-marc-faber-on-recovery?source=feed#comment-653526 653526 Sun, 30 Aug 2009 13:32:01 -0400 http://seekingalpha.com/article/159069-prospects-for-electric-cars?source=feed#comment-653331 653331 Sun, 30 Aug 2009 12:01:04 -0400 http://seekingalpha.com/article/157626-why-gm-stock-is-still-a-bad-idea?source=feed#comment-641078 641078

On Aug 21 03:37 PM Kold wrote:

> How can I dump my stock. I have some certificate shares as well
> as some purchased in a stock reinvestment program. Please publish
> the answer.]]> Sat, 22 Aug 2009 13:49:31 -0400

On Aug 21 03:37 PM Kold wrote:

> How can I dump my stock. I have some certificate shares as well
> as some purchased in a stock reinvestment program. Please publish
> the answer.]]> http://seekingalpha.com/article/157589-markets-aren-t-as-benign-as-they-look?source=feed#comment-640400 640400

On Aug 21 05:04 PM Crocodilian wrote:

> Author writes:
> 2009 has seen an extraordinary rally by more speculative assets,
> leaving “value” behind in the dirt. As Rob Arnott suggested two weeks
> ago, the gulf between “value” and “growth” stocks, for example, has
> only been more marked once in history – at the height of the dotcom
> boom.
> ----------------------...
>
> I'm a little puzzled by this assertion. The data I've seen state
> quite clearly that growth stock valuations are historically cheap
> relative to value stock valuations.
>
>
> From a recent Fidelity white paper (full link at bottom):
> As of the end of July, growth stocks were about as inexpensive on
> a price-to-trailing earnings (P/E) ratio basis relative to value
> stocks as they’ve ever been (see Exhibit 2). This unusual valuation
> discrepancy (value stocks typically have lower P/Es than growth stocks)
> is due largely to recent quarterly earnings growth declines in the
> financial sector—which make this sector look more expensive on a
> P/E basis. Based on analysts’ forecasts of future earnings over the
> next 12 months, the earnings of financials and value stocks are expected
> to rebound in coming quarters, which would make value stocks once
> again cheaper than growth stocks. However, even on a forecasted P/E
> basis, growth stocks are currently valued at the lowest levels on
> record relative to value stocks. Other valuation metrics, such as
> price-to-sales and price-to-book ratios, show that growth stocks
> remain below, but somewhat closer to their long-term average valuations
> relative to value stocks.3
>
> Source: news.fidelity....]]> Fri, 21 Aug 2009 17:27:59 -0400

On Aug 21 05:04 PM Crocodilian wrote:

> Author writes:
> 2009 has seen an extraordinary rally by more speculative assets,
> leaving “value” behind in the dirt. As Rob Arnott suggested two weeks
> ago, the gulf between “value” and “growth” stocks, for example, has
> only been more marked once in history – at the height of the dotcom
> boom.
> ----------------------...
>
> I'm a little puzzled by this assertion. The data I've seen state
> quite clearly that growth stock valuations are historically cheap
> relative to value stock valuations.
>
>
> From a recent Fidelity white paper (full link at bottom):
> As of the end of July, growth stocks were about as inexpensive on
> a price-to-trailing earnings (P/E) ratio basis relative to value
> stocks as they’ve ever been (see Exhibit 2). This unusual valuation
> discrepancy (value stocks typically have lower P/Es than growth stocks)
> is due largely to recent quarterly earnings growth declines in the
> financial sector—which make this sector look more expensive on a
> P/E basis. Based on analysts’ forecasts of future earnings over the
> next 12 months, the earnings of financials and value stocks are expected
> to rebound in coming quarters, which would make value stocks once
> again cheaper than growth stocks. However, even on a forecasted P/E
> basis, growth stocks are currently valued at the lowest levels on
> record relative to value stocks. Other valuation metrics, such as
> price-to-sales and price-to-book ratios, show that growth stocks
> remain below, but somewhat closer to their long-term average valuations
> relative to value stocks.3
>
> Source: news.fidelity....]]> http://seekingalpha.com/article/157418-why-do-equity-markets-disagree-with-the-data?source=feed#comment-638800 638800 I would also look to the low volume as an indication that equities should be avoided.]]> Thu, 20 Aug 2009 17:40:08 -0400 I would also look to the low volume as an indication that equities should be avoided.]]> http://seekingalpha.com/article/156907-why-did-we-bail-out-the-banks?source=feed#comment-635427 635427 Tue, 18 Aug 2009 17:50:10 -0400 http://seekingalpha.com/article/156556-the-fed-s-5-9-billion-purchase?source=feed#comment-633286 633286

On Aug 17 12:46 PM claremont wrote:

> So the Fed is straight up buying 2 month old 5 year treasuries on
> the open market? If they did it 2 minutes after the auction, would
> it qualify as monetizing the treasuries debt? Does doing it 2 months
> after really change anything?
>
> No way would that ~5 billion had been bought if the buyers had not
> known they could offload it in the near future.]]> Mon, 17 Aug 2009 13:19:14 -0400

On Aug 17 12:46 PM claremont wrote:

> So the Fed is straight up buying 2 month old 5 year treasuries on
> the open market? If they did it 2 minutes after the auction, would
> it qualify as monetizing the treasuries debt? Does doing it 2 months
> after really change anything?
>
> No way would that ~5 billion had been bought if the buyers had not
> known they could offload it in the near future.]]> http://seekingalpha.com/article/156209-how-real-is-the-10-year-s-real-yield?source=feed#comment-630289 630289 Fri, 14 Aug 2009 15:43:32 -0400 http://seekingalpha.com/article/155998-enough-with-the-buffett-critics?source=feed#comment-628503 628503 Thu, 13 Aug 2009 13:31:03 -0400 http://seekingalpha.com/article/155520-another-bear-turns-bullish?source=feed#comment-625733 625733 Tue, 11 Aug 2009 19:08:52 -0400 http://seekingalpha.com/article/155438-vanguard-files-to-launch-seven-index-bond-etfs-including-mbs-fund?source=feed#comment-625152 625152 Tue, 11 Aug 2009 13:06:59 -0400 http://seekingalpha.com/article/155000-more-goldman-paulson-tarnish?source=feed#comment-623412 623412 Mon, 10 Aug 2009 12:12:50 -0400 http://seekingalpha.com/article/154922-treasury-market-rigging-john-jansen-vs-tyler-durden?source=feed#comment-621934 621934 Sun, 09 Aug 2009 11:52:59 -0400 http://seekingalpha.com/article/144096-lazy-portfolios-or-the-revenge-of-60-40?source=feed#comment-552858 552858 Thu, 18 Jun 2009 17:36:16 -0400 http://seekingalpha.com/article/143873-gold-cracks-1-000-global-politics-could-be-the-catalyst?source=feed#comment-552632 552632

On Jun 18 02:58 PM Spartacuss wrote:

> All this palaver on golds promise makes me feel good. However, enough!
> Let's see some results for a change.]]> Thu, 18 Jun 2009 15:29:45 -0400

On Jun 18 02:58 PM Spartacuss wrote:

> All this palaver on golds promise makes me feel good. However, enough!
> Let's see some results for a change.]]> http://seekingalpha.com/article/137730-short-selling-hedge-funds-started-the-fire?source=feed#comment-504697 504697

On May 14 07:23 PM Alan Young wrote:

> Gardener: Obviously, you didn't watch the video. It's not about short-selling,
> it's about NAKED shorting--flooding the market with bogus stock with
> no intention of buying shares to settle the trade.
>
> Judd: a nice piece of work; I respect your research. But it's too
> long for a video-clip education. Please publish it as text w/graphics
> for easier digestion and citation.]]> Thu, 14 May 2009 23:47:49 -0400

On May 14 07:23 PM Alan Young wrote:

> Gardener: Obviously, you didn't watch the video. It's not about short-selling,
> it's about NAKED shorting--flooding the market with bogus stock with
> no intention of buying shares to settle the trade.
>
> Judd: a nice piece of work; I respect your research. But it's too
> long for a video-clip education. Please publish it as text w/graphics
> for easier digestion and citation.]]>