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User 447425

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  • AIG: Industry Leading Insurer At 32% Discount To Fair Value [View article]
    It is more selling than buying not Bollinger bands....
    Jan 26, 2015. 11:16 PM | Likes Like |Link to Comment
  • Valero Now Belongs In An Income And Value Portfolio [View article]
    Is the point to follow someone's else advise on what to buy? Why??
    Jan 26, 2015. 10:09 PM | Likes Like |Link to Comment
  • Discover Financial Represents A Significant Value Right Now [View article]
    I just listened to the call. It sounds like the segment of their business that has the most growth is their lower margin business. Their student loan business also is concerning since that market is a bubble for sure. It sounds like they have reasonable hedges in place for interest rate increases in future years. The margin compression though is a concern since their margins are already 1/2 of Visa's. IMO that is why they are so much cheaper on a P/E basis than Visa.
    Jan 26, 2015. 10:22 AM | Likes Like |Link to Comment
  • Interest Rates Are Coming: My Top REIT Picks For 2015 [View article]
    No arguing needed if you research the data: The older groups are actually working longer with higher participation and the younger generation are working less (based on participation percentage). http://1.usa.gov/1D6gqZI
    Jan 25, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • How To Build A 'Lifetime' Portfolio, Step 2 Of 2 [View article]
    Treasuries have been great the last 90 days; not sure why they have not fit in the model. Seems like besides Treasuries other things are missing such as P. Metals, Currencies (atleast the chart above includes none of these nor mentioned)?
    Jan 22, 2015. 10:15 PM | Likes Like |Link to Comment
  • Is Chubb Still A Buy After Weak Second Quarter Results? [View article]
    Don't know - complete guess. Depends on cat losses in the industry and new capital that has come into the industry recently and if it has staying power.
    Jan 21, 2015. 09:22 PM | Likes Like |Link to Comment
  • Is Chubb Still A Buy After Weak Second Quarter Results? [View article]
    You would probably be ok IMO to buy a portion of CB now but as I mentioned we are in the midst of a start in downward pricing cycle in the insurance industry. That means margins will be challenged in 2015 and beyond. However, Chubb is one of the best companies from a profitability standpoint.
    Jan 21, 2015. 03:43 PM | Likes Like |Link to Comment
  • Interest Rates Are Coming: My Top REIT Picks For 2015 [View article]
    I am up to date with the times - the question is are you or are you just supporting your political agenda? http://read.bi/1C3PfjP

    Quote: "Putting it all together points to rising risks of deflation in the US. There is absolutely no way the Fed can raise rates in this environment. In fact some Fed officials are quite open about taking any 2015 rate hikes off the table."

    Read more: http://read.bi/1ukutps
    Jan 20, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • Alcoa's Valuation At Ludicrous Levels: Upside To $20 In 2015 [View article]
    http://cnb.cx/1J5Fodo
    Jan 20, 2015. 12:11 AM | Likes Like |Link to Comment
  • What To Hold In The Face Of Deflation [View article]
    It is not laughable if when you consider the amount of debt and you advocate just spending more with a long term plan to address the long term issues as well as the short term issues. http://onforb.es/1yiYJWV
    Jan 19, 2015. 06:40 PM | Likes Like |Link to Comment
  • Interest Rates Are Coming: My Top REIT Picks For 2015 [View article]
    Wait for it.....That has been the headline every year since 2010. There is more risk of deflation than inflation and the Fed knows it. http://buswk.co/1sV432e
    Jan 19, 2015. 05:02 PM | 1 Like Like |Link to Comment
  • What To Hold In The Face Of Deflation [View article]
    Not to worry, we will have to inflate our way out of debt at some point. I agree deflation is bad but IMO continuing to spend with wreck-less abandon and not addressing our debt issue is just as bad. You can also cut taxes to stimulate growth (which would also drive up the debt of course).
    Jan 19, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • What To Hold In The Face Of Deflation [View article]
    You live in a dream - when the economy is progressing (or self sustaining) expenses are never cut or curtailed. More Debt to get out of Debt is like killing a frog in boiling water.
    Jan 19, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • What To Hold In The Face Of Deflation [View article]
    Not to over-simplify things, but this is a typical difference in view between conservative and liberal opinions on the economy. More of the same (spending) is kicking the can down the road per and simply. We will have sluggish growth for years due to over-stimilus in the last 20 years plus. Our kids are already screwed with the entitlements in the next 50 years. You really want to just add to their future "taxes." as the answer?
    Jan 19, 2015. 01:37 PM | 4 Likes Like |Link to Comment
  • What To Hold In The Face Of Deflation [View article]
    Spend Spend Spend? When will America, Europe and all the Developed Countries come to terms with their Debt? Government Spending stimulus is not going to solve these long term problems.
    Jan 19, 2015. 01:00 PM | 13 Likes Like |Link to Comment
COMMENTS STATS
1,229 Comments
1,065 Likes