Seeking Alpha

papayamon

papayamon
Send Message
View as an RSS Feed
View papayamon's Comments BY TICKER:
Latest  |  Highest rated
  • Alpha Natural Resources beats by $0.19, beats on revenue [View news story]
    pretty terrible that these numbers are a beat.
    Aug 6 09:19 AM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Unfortunate for the quality contributors. Who really knows why Yahoo is kicking SA out? Could be they are going to produce more content themselves.. that's a possibility.

    I believe it was the poor quality articles from some SA authors. What gave these articles impact wasn't that they were worth anything at all more than anyone else's opinion. It was because Yahoo provided a springboard to a much larger readership. Imagine you are Yahoo. Why would you want anything at all to do with this?

    These links allowed some unknown author with very little in the way of credentials to conduct a bear campaign or pump a particular stock by organizing frequent articles around a central theme and strategy. That's a lot of power for guy living in his mother's basement.

    Again, I ask. Why would Yahoo want anything at all to do with this?
    Aug 3 08:11 AM | 3 Likes Like |Link to Comment
  • EXCO Resources misses by $0.01, beats on revenue [View news story]
    That's a fairly simplified way of looking at it.

    Lots of potential in this company, though I think Wilbur Ross will buy it out.
    Jul 29 04:32 PM | 2 Likes Like |Link to Comment
  • Is Bank Of America A Better Buy Than This Peer? [View article]
    Wait a second. I didn't ask about your education. I think education is a wonderful thing. I honestly couldn't care less where you went to school. I just think it is extremely pompous to make sure everyone knows where you went to school. This is what I am commenting about.

    It might surprise you that others here have equally impressive academic achievements - but they don't wear them on their sleeves.

    All this aside, you state you are out of school now. If you were to go back to school for a refresher, would you then be able to discuss the tangible book value of BAC, and how it relates to peers?

    As far as my insulting condescending tone, I am only being honest. I think you are here to support funfun's smear campaign. Are you and funfun the same person? I am honestly asking myself this.
    Jul 26 10:15 AM | Likes Like |Link to Comment
  • Bank Of America: Giving Regulators The Finger [View article]
    Of course, those who are screaming "fraud" over and over offer no proof as to what BAC had to do with illegal activities at ML and Countrywide. The DOJ suit is the 800 lb gorilla. The answer is that BAC had NOTHING to do with the activities that the DOJ wants to penalize the bank for. This is undeniable.

    Instead, what they do is bring up inconsequential matters and say "see, there's a pattern of fraud". It is unfathomably stupid that they think anyone would take them seriously. They may register for multiple accounts and try to support each other in the debate. There's simply no bar low enough for those who engage in a smear campaign.
    Jul 26 10:02 AM | 1 Like Like |Link to Comment
  • Did Bank Of America Breach Agreement With Tibco Software? [View article]
    This has got to be the all time sorriest BAC article on SA. At least it deserves honorable mention. BAC and a vendor are in a dispute, therefore BAC is guilty, management is dishonest, and one should avoid investing in BAC. Brilliant logic. Pitiful that this would make Yahoo headlines and mislead small investors (although if they are dumb enough to be influenced by such tripe as this, they deserve whatever they get).
    Jul 25 04:46 AM | 2 Likes Like |Link to Comment
  • Bank Of America Is Still An Attractive Pick [View article]
    you mean by the end of 2015? the 2016 leaps expire in Jan.
    Jul 25 04:35 AM | Likes Like |Link to Comment
  • Bank Of America Is Still An Attractive Pick [View article]
    I am loaded to the gills with 2016 $15 calls. Even without a settlement, I expect that boredom will soon set in regarding the DOJ case. The earnings power will begin to shine. The stock will push $20 within another year. Hoping for $22 by 2016.
    Jul 24 09:04 PM | 1 Like Like |Link to Comment
  • BofA to pay small fine over sanctions violations [View news story]
    why is this newsworthy?
    Jul 24 05:00 PM | Likes Like |Link to Comment
  • Did Bank Of America Breach Agreement With Tibco Software? [View article]
    That's the mode of operation of Don Dion. Anything to pic at BAC. Pitiful quality control on the part of SA, but I guess page views are more important than anything else.
    Jul 23 11:54 AM | 2 Likes Like |Link to Comment
  • Is Bank Of America A Better Buy Than This Peer? [View article]
    Again, you will not discuss what BAC's "fraud" had to do with illegal activities at the acquired institutions before acquisition. Why not?
    Jul 22 07:35 AM | Likes Like |Link to Comment
  • R.J. Reynolds $23.6B punitive damage award will be challenged [View news story]
    Yep, it's the something for nothing society!

    Flipping burgers at Mcdonald's? 75k after subsidies. Schoolteacher? 50k.
    Jul 22 06:37 AM | Likes Like |Link to Comment
  • Is Bank Of America A Better Buy Than This Peer? [View article]
    Wharton, look at funfun's argument. Funfun states that Bank of America's problems are due to multiple and ongoing frauds, extending from the birth of BAC to present. Bank of America deserves whatever it gets from the DOJ, because, well, that's the price of committing fraud.

    How does one connect the dots here? Will funfun discuss what BAC had to do with the illegal actions performed by its acquisitions before BAC acquired them? Isn't this clearly the largest drag on the stock price? It is THE BIG ISSUE. Wouldn't someone who was presenting a balanced argument discuss the connection (or rather, the complete lack of a connection) of BAC's fraud to ML's and Countrywide's problems? This is just a slander campaign by funfun. You'd have to be dumber than a rock not to see that.

    The projection here is that BAC's culture of fraud is going to continue springing forth and it will destroy investor returns. In order to do this, you have to paint with some pretty broad strokes, don't you? The current CEO is no different than the prior CEO because he was employed by BAC before the banking crisis? How naive would you have to be to buy that argument as proof of anything?

    Here is what I see: You come along, and want us all to know that you are Ivy League Educated. Why is it important to you that I know that? Why would an Ivy League Educated person create an account to do nothing except softly bash BAC? And not post anywhere else except BAC threads? And then you say funfun has "insightful comments"? You yourself repeat them.

    Why would someone who was so concerned about the general economy and its imminent deterioration pick BAC? Does an Ivy League Educated brain think like this? Is is somehow the most effective way to warn investors that the banking business is going south by supporting funfun's "insightful" fraud accusations? Wouldn't you be commenting on other banking threads, etc?

    Many times the credibility of the author has a lot to do with how convincing an argument is. Some call it "street cred". Should you lack it, you shouldn't be surprised to see it diminishes your arguments.

    Please discuss the tangible book value of BAC, and how it relates to peers. Would it indicate that BAC is over or undervalued?
    Jul 22 06:05 AM | Likes Like |Link to Comment
  • I Found The Cheapest Stock In The Stock Market [View article]
    This may well be true in the long run, but it isn't going to happen all that quickly. BTU is still a buy in my book, as well as ANR. I think we are at the bottom with these two and we are due for a bounce.

    I don't think about or invest for more than a year or two ahead.
    Jul 20 04:31 PM | 1 Like Like |Link to Comment
  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    I am unimpressed with this argument. Sure, we may have a correction, but a major collapse that is right around the corner? Maybe in 20 years, unless there is some cataclysmic event. Then it's about food and bullets.

    Imagine how productive our society would be if everyone worked. Providing ever increasing resources for an ever increasing segment of our population is dragging productivity down. This is the real enemy, the enemy from within. It indeed poses a grave threat. I would agree that you can mask the imbalance for only so long, but we are still a long way off from reaching the tipping point.

    I am going to stay long in banking and oil.
    Jul 19 05:39 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
1,098 Comments
1,327 Likes