Seeking Alpha


Send Message
View as an RSS Feed
View sethmcs' Comments BY TICKER:

Latest  |  Highest rated
  • Warm Winter: How To Trade Weather Derivatives; Impact On Economy/Natural Gas [View article]
    No weather expert but isn't it possible under present El Nino conditions which make things wetter in the south to have a few nasty Nor-esters in late January or February pound the East with snow?
    Nov 25, 2015. 12:15 AM | Likes Like |Link to Comment
  • Universal Insurance Holdings Inc. Issues Statement [View article]
    One has to assume that everyone who wanted to sell has already done so. I expect a strong bounce tomorrow.
    Nov 17, 2015. 09:39 PM | Likes Like |Link to Comment
  • Mr. Ackman's presentation fails to lift Valeant as Citron trolls [View news story]
    Medical billing is extremely complicated with thousands of codes and rules. Possibly there isn't a medical practice in the country who hasn't had to rebill for a rejected claim. That said considering the cost of VRX drugs and the built in payer incentive to reject claims I am not surprised VRX would have a special group to process claims. Is that fraud? I suspect not. Will it be portrayed as fraud. Absolutely.
    Oct 31, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • Universal Insurance beats by $0.17, beats on revenue [View news story]
    Just a back of the envelope calculation. $.84 x 4 = $3.36. $3.36 x 12 = $ 40.32.

    May just hit that target by 2016.
    Oct 29, 2015. 11:51 PM | 2 Likes Like |Link to Comment
  • Major snapback rally for oil [View news story]
    Relax oil is in a trading range $50 - $40. Wake me up when it breaks out of that range. Meanwhile I will continue to add to positions and fill my tank and my portfolio with cheap oil and oil equities.
    Oct 28, 2015. 09:31 PM | Likes Like |Link to Comment
  • Maintaining Balance In My Portfolio [View article]
    Just a few observations:

    Why no Telecom? Rogers, AT&T or Verizon.

    Why no Tobacco? MO, RAI

    Why no sin stocks? TAP

    Why no utilities?
    Oct 28, 2015. 09:21 PM | 1 Like Like |Link to Comment
  • The Big Blue Canary In Armonk [View article]
    IBM's problems can be sum up in one word ....Snowden.
    Oct 22, 2015. 04:05 PM | 3 Likes Like |Link to Comment
  • Wal-Mart Just Told You It's A Value Trap [View article]
    What Walmart needs is exclusive deals for products no one else has.......
    Oct 14, 2015. 11:36 PM | Likes Like |Link to Comment
  • Goldman bullish on unemployment rate, bearish on labor force participation rate [View news story]
    "Goldman economist David Mericle, even though 4.5% with lower labor force participation means a considerable amount of labor force slack, and continued softness in wage and price inflation."

    That is the stupidest comment I have ever heard. Lower labor force participation means less available job candidates and a bidding war to fill jobs with a smaller pool of labor.

    Oct 13, 2015. 09:47 PM | Likes Like |Link to Comment
  • Reuters: U.S. shale firms snap up $50 oil hedges, risking rally reversal [View news story]
    This is ridiculous. Who is on the other side of the trade? Somebody has to buy the oil in order for the driller to hedge.
    Oct 12, 2015. 11:42 PM | Likes Like |Link to Comment
  • ZeroHedge Throws Austrian Economics Under The Bus [View article]
    Alfred E Newman economics says raise interest rates and destroy all capital currently mal-invested in over capacity. Shink the supply side to match the demand side and start over.
    Oct 10, 2015. 06:17 PM | 8 Likes Like |Link to Comment
  • Petrobras likely lost more than $5B to corruption, Brazil prosecutor says [View news story]
    They get 18 cents a gallon of gas for that.....
    Oct 10, 2015. 01:25 AM | 1 Like Like |Link to Comment
  • "Little risk in going long" offshore drillers, analyst says [View news story]
    I like SDRL best in this market. All drillers mentioned above are going to scrap rigs except for SDRL. Have 4,300 shares which will go above 5,000 before this down turn is over.
    Oct 10, 2015. 01:22 AM | 4 Likes Like |Link to Comment
  • U.S. Steel may idle Illinois plant, explore consolidation of flat-rolled ops [View news story]
    Good way to start negotiations with the United Steel Workers....
    Oct 6, 2015. 11:45 PM | 2 Likes Like |Link to Comment
  • United States Steel Announces Possible Consolidation of Flat-Rolled Operations [View article]
    Good tactic to negotiate new contract with USW.
    Oct 6, 2015. 11:43 PM | 1 Like Like |Link to Comment