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  • Amedisys: Why It Will Hit $85 [View article]
    while I agree with your overall short term trading thesis (short squeeze and upward earnings revision), I doubt that as long as the dark clouds of (1) possible HC reform and (2) fraud continue to linger out there, that AMED will trade at more than a 12-13x multiple.

    thanks for sharing.
    Feb 12, 2010. 08:45 AM | Likes Like |Link to Comment
  • Can the Hedge Fund ETF Actually Deliver? [View article]
    this fund is basically long bonds with a little bit of emerging markets equities and commodities thrown in (the latter two are highly correlated anyways as much of emerging markets' economies and markets are driven by commodities companies/industries)... it's not clear to me what value a 4% position in short ETFs provides...

    my point is that far from being a "hedge fund" proxy, this is just a conservative long fund with an asset allocation of that is mostly bonds... an investor can take the same money they could have put into QAI and buy 73% the total bond market index, 13% the emerging markets index, and 9% the commodities/metals fund, and probably get performance that's not too far off from what QAI will deliver...

    what does QAI charge for fees?
    Mar 28, 2009. 03:15 PM | 3 Likes Like |Link to Comment