2MuchDebt

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  • Amazon beats estimates, guides in-line; shares jump  [View news story]
    It was above $612/share for less than 2 minutes! So because of that, you won't short now? That doesn't make any sense after you just posted "Damn I should have shorted. Such an obvious overreaction." You're talking about $7/share, or 1.1%. Not much missed opportunity.
    Oct 27, 2015. 12:03 PM | Likes Like |Link to Comment
  • Amazon beats estimates, guides in-line; shares jump  [View news story]
    The stock is up since your post and higher than it was after earnings were released so this would be a good time for you to short.
    Oct 27, 2015. 11:41 AM | Likes Like |Link to Comment
  • Amazon beats estimates, guides in-line; shares jump  [View news story]
    Looks like big $$ tomorrow. Up 9.95% after hours. Solid growth, growing cash flow.
    Oct 22, 2015. 04:23 PM | 4 Likes Like |Link to Comment
  • Canadian energy stocks to turn red if Harper fails to win upcoming election  [View news story]
    Please don't use the Lord's name in vain. Regards.
    Oct 15, 2015. 08:28 AM | 6 Likes Like |Link to Comment
  • Netflix misses by $0.01, misses on revenue  [View news story]
    @boxman22: Last time I checked, Netflix was up over 100% on a YTD basis in 2015... How's that stock analysis working for you? Just saying... My guess is you weren't bullish on this stock on Jan 1, 2015, but correct me if I'm wrong. Relative strength investing is where you make the big $$$. Best of luck with your investments. Cheers.
    Oct 14, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • ISM Non-Manufacturing at 56.9, missed consensus  [View news story]
    What about this report looks like big trouble is brewing across the whole economy?
    Oct 5, 2015. 11:26 AM | 2 Likes Like |Link to Comment
  • Big miss for jobs numbers  [View news story]
    Biggest job loss categories month over month:
    Educational Services down 7,900 from previous month
    Fabricated Metal Products down 4,500 from previous month (not surprising)
    Mining down 10,300 from previous month (not surprising - oil & gas layoffs)

    Biggest job gain categories month over month:
    Health Care up 34,400 from previous month
    Food Services and Drinking Places up 20,700 from previous month
    Government up 24,000 from previous month
    Professional and Technical Services up 17,700 from previous month
    Amusements, Gambling, and Recreation up 11,300 from previous month

    Shorter work weeks and earnings slightly down... These two items are just about as disappointing as the job gains miss. Disappointing report. S&P Futures down 1.14% at time of writing.

    It's looking like the U.S. economy is slowing, but no recession in the immediate future barring any unforeseen black swan event. Commodity related sectors are the real drag on the economy. Other sectors are doing okay.
    Oct 2, 2015. 09:08 AM | 3 Likes Like |Link to Comment
  • Preparing For A Market Collapse, Part III  [View article]
    Chris: thanks for the article. Interesting perspective. I don't disagree with a lot of things in your article, but I do disagree about biotech and GMO analysis. GMO has been consistently wrong throughout this whole bull market. I follow them too, but not for their investment recommendations. If you followed their investment advice you would have significantly underperformed all equity based indexes over the entire bull market. They have interesting analysis though. Sorry, but using GMO's recommendations can be quite destructive to one's portfolio. Even Grantham himself has admitted to being chronically wrong. You may want to point out track record before you selectively parade around the current GMO analysis. In any event, best of luck investing and thank you for taking the time to write this article. I believe a lot of people are appreciative. Cheers.
    Sep 30, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • Healthcare continues to lead the way lower  [View news story]
    @Stoocker: Did you pull the following from ZeroHedge? "Negative earnings are excluded from the average and P/E ratios over 60 are set to 60." I saw an article on ZeroHedge from May 2014 that shows a 40x P/E ratio and the statement above about P/E ratios over 60 (see link: http://tinyurl.com/llj...). It also ties to your 82x real P/E comment. It looks like your information is stale. The commentary from the iShares website on IBB doesn't say anything about P/E ratios over 60 are set to 60, the historical P/E ratio is now under 26.5x and the IBB website doesn't show a future P/E ratio (see link: http://tinyurl.com/ojx...). I'd say the valuation looks pretty reasonable with the recent price declines.
    Sep 28, 2015. 04:46 PM | Likes Like |Link to Comment
  • Healthcare continues to lead the way lower  [View news story]
    @Stoocker: I said Healthcare companies; I didn't specifically say only biotech. Now, biotech is a part of healthcare, but there are healthcare companies that aren't biotech. I agree with you that there are some smaller, profitless biotech companies out there trading at ridiculous multiples that trade on the hopes of future profits. However, there are larger biotech and healthcare companies trading at reasonable multiples (even if growth isn't as strong as projected). There will likely be some sort of secular growth trend in the future for healthcare. It sounds as if you believe this is a fad like tech in the 90's. Some of us don't believe so. How do you know when the bottom is in or when it will show up? That's part of the problem of the shorting strategy. I believe you're fighting a longer term uptrend based on a very short period of consolidation. My own thoughts. It sounds like you may have made some money shorting biotech recently. Congrats if so. Best of luck with your investments.
    Sep 28, 2015. 04:26 PM | Likes Like |Link to Comment
  • Healthcare continues to lead the way lower  [View news story]
    Good timing, koayyijie. What about shorting material/coal stocks? That has been a profitable trade for many years and I would think it would continue to be in the near future.
    Sep 28, 2015. 01:22 PM | Likes Like |Link to Comment
  • Healthcare continues to lead the way lower  [View news story]
    And how did you come to that conclusion, Stoocker? Long-term prospects for healthcare companies are positive. Earnings are still strong. Technicals aren't positive, which is about the only negative. What's driving your rationale? Some healthcare ETFs are already down approximately 20% + in the last three months so I view additional downside as limited at this point.
    Sep 28, 2015. 01:09 PM | 8 Likes Like |Link to Comment
  • Healthcare continues to lead the way lower  [View news story]
    Great buying opportunity for healthcare ETFs
    Sep 28, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • Vanguard Consumer Staples ETF announces $2.3960 distribution  [View news story]
    Thanks Gaurav!
    Sep 23, 2015. 08:40 AM | Likes Like |Link to Comment
  • Vanguard Consumer Staples ETF announces $2.3960 distribution  [View news story]
    I appreciate the link, Cameg18!
    Sep 23, 2015. 08:39 AM | Likes Like |Link to Comment
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