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papayamon

papayamon
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  • Ford's Market Share In Russia Is Wiped Out [View article]
    I think they are going to rename the currency the rubble. Kudos to the author for looking into the future.
    Sep 16 08:52 AM | 2 Likes Like |Link to Comment
  • Bank Of America: A World Without Countrywide [View article]
    The primary investment thesis here is for BAC to trade more on a par (book value wise) with the other big banks. This means BAC at prices approaching $20 in the next several months. This is the highest probability and requires not a lot more than a change in sentiment as the DOJ issues get farther in the rear view mirror.

    I view BAC as an excellent long term investment, but from here to $20 is the easy money, and we'll get here by mid 2015 as BAC has a few quarters of decent earnings.
    Sep 16 08:37 AM | 3 Likes Like |Link to Comment
  • U.S. banks to be hit with tougher capital rule [View news story]
    The bottom line is wiping out the savings of people who worked and handing them to those who do nothing except vote and suck on the government teat.
    Sep 16 07:28 AM | Likes Like |Link to Comment
  • Seadrill Reports That The Offshore Drilling Market Is Slowing [View article]
    If you don't know what the phrase "dead money" means, you probably shouldn't be trading stocks.

    I wouldn't be a buyer of anything Seadrill at these prices. You might find your 11% dividend won't stand up to pressured fundamentals such as we'll clearly have going forward here. I would wait until the fundamentals are closer to turning. That's my take because I don't put that much stock in anyone's guarantee of an 11% dividend, especially when the business prospects are at best soft. Let them cut that dividend, and see what happens to your stock price and overall return.

    Were I looking to invest for a hefty dividend, I'd consider LNCO before Seadrill. That's were I have a few thousand shares.

    I'm interested in Seadrill, but biding my time looking for a better opportunity. Good luck to the longs here.
    Sep 14 02:50 PM | Likes Like |Link to Comment
  • SandRidge Energy: How Is The Current Quarter Shaping Up? [View article]
    i dunno. look at the rest of the industry. most of them have been hammered.
    Sep 13 08:10 AM | 3 Likes Like |Link to Comment
  • HP Russia pleads guilty to bribery allegations [View news story]
    Unfortunately, that's par for the course in Russia.
    Sep 12 07:08 AM | 1 Like Like |Link to Comment
  • Bank Of America: A Pre-Stress Test Credit Report Shows Dramatic Progress [View article]
    While I am not going to argue with what appears to be a well researched and certainly well presented analysis, this analysis is but part of the overall picture - and not enough to entirely base an investment decision on. There are many other factors that one must consider if they are investing for a specific target date/price.

    Unfortunately, one thing alone will tell us, and that's hindsight. I'm up to my eyeballs in BAC 2016 calls, looking for $22 or so. Pay your money and take your chance. I think BAC is improving its game in every aspect of its business. If rates go up, BAC is set for significant price appreciation. $25 by Jan 2016 and my retirement is accomplished. $30 (unlikely but I'd be tickled to see it) and I'm hiring a maid :).
    Sep 11 07:19 PM | Likes Like |Link to Comment
  • Bank Of America: A Pre-Stress Test Credit Report Shows Dramatic Progress [View article]
    You only do that (drudging from 2007) if you're trying to have fun, and even more fun after that.
    Sep 11 08:42 AM | 6 Likes Like |Link to Comment
  • Seadrill Reports That The Offshore Drilling Market Is Slowing [View article]
    Too early to buy Seadrill. This will be dead money for a couple of years.
    Sep 11 07:34 AM | 4 Likes Like |Link to Comment
  • How Bank Of America's Dividend Yield Could Hit 3.1% Next Year [View article]
    Same here. Much prefer share reduction to dividend increases.
    Sep 10 04:53 PM | 2 Likes Like |Link to Comment
  • Notes from BofA's Barclays presentation [View news story]
    Yep, this is loads of fun! fun! Very nice to be holding 230k in 2016 jan $15 calls. i smell a double cooking!
    Sep 10 03:27 PM | Likes Like |Link to Comment
  • Confessions Of A Herbalife Distributor 2.0 - Inside The Recruiting Cartel [View article]
    Ridiculous. Coca cola selling to consumers is NOTHING LIKE creating "business associates" who make try to make a profit (primarily by selling to friends) and recruiting other business associates under them. If I couldn't come up with a more coherent comment, I wouldn't comment at all. MLM is by its very nature a piss poor business model for all except the very few at the head of the chain.
    Sep 10 07:42 AM | 1 Like Like |Link to Comment
  • Confessions Of A Herbalife Distributor 2.0 - Inside The Recruiting Cartel [View article]
    I'm not saying it's any better or worse than any MLM. They just aren't viable home business models for the average person who isn't early when a lot of new sellers can be recruited.

    But let's say everyone recruits 10 new members to be "under them". It doesn't take long until every member of humanity would be signed up. What do you do then? Recruit extraterrestrials?
    Sep 9 12:12 PM | Likes Like |Link to Comment
  • Confessions Of A Herbalife Distributor 2.0 - Inside The Recruiting Cartel [View article]
    come on. any business that runs around recruiting new members and distributing from homes rather than simply selling in stores is a pyramid scheme that relies on a constant stream of new "associates", where the real profit is made. i suggest you remove your hallucinogenic glasses.
    Sep 9 10:19 AM | 1 Like Like |Link to Comment
  • How Bank Of America's Dividend Yield Could Hit 3.1% Next Year [View article]
    nufnuf, some of us choose to invest for the future, rather than continually rehash past events that happened well before current management was in place (at acquired units, no less). Of course, some of us choose to live in 2007. I'll be curious to see if you continue doing this as BAC climbs to where it's going in 2015... in the 20's.
    Sep 9 10:13 AM | 2 Likes Like |Link to Comment
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