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User 447425

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  • These 2 Words Will Sink Halliburton On Monday [View article]
    In reading the earnings report the results were not really abysmal and not good either. They had asset disposition write downs, and currency write downs. They had $7Billion in Revenue based on analyst estimates of $7B. "Abysmal" would see earnings way under estimates. Earnings were affected by one time write downs. Again not great but far from "Abysmal" per the author.
    Apr 20, 2015. 09:37 PM | Likes Like |Link to Comment
  • The Tale Of 2 Cheaply Valued Net Lease REITs [View article]
    I am not long nor short. To predict this is going to $2 is simply fear mongering without any catalyst. Maybe you should change your handle to Darth Vader instead?
    Apr 19, 2015. 09:16 PM | Likes Like |Link to Comment
  • These 2 Words Will Sink Halliburton On Monday [View article]
    The short interest is 1 to 2 days of its float - not much momentum for a short squeeze. That argument is more hyperbole.
    Apr 19, 2015. 07:36 PM | 2 Likes Like |Link to Comment
  • These 2 Words Will Sink Halliburton On Monday [View article]
    I doubt the demand is really flat over the long term. http://bit.ly/KPxGZ9
    Apr 19, 2015. 07:00 PM | Likes Like |Link to Comment
  • The Tale Of 2 Cheaply Valued Net Lease REITs [View article]
    Obi-Wan - to suggest it is on its way to $2.00 potentially shows you do not really feel the force. You do not have to be a Jedi Master to know a REIT of this kind is not going to $2. Just a plan silly comment
    Apr 18, 2015. 10:11 PM | 4 Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    I am not disagreeing with you but it sounds like you are making more of an argument against Nuclear (which I do not agree or disagree with) - I was simply countering what you were stating above as not really accurate in terms of the current usage and construction worldwide.
    Apr 12, 2015. 02:20 PM | Likes Like |Link to Comment
  • REITs, Rates And Reality - A Further Study [View article]
    Lance, I agree with you. The only way the Fed raises rates (other than a nominal window dressing) is solely based on wage inflation picking up and that seems far away in the future.
    Apr 12, 2015. 01:48 PM | 1 Like Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    Some facts instead of just opinions. http://bit.ly/1EjKUH3.

    "Nuclear power capacity worldwide is increasing steadily, with over 60 reactors under construction in 13 countries."
    Apr 12, 2015. 01:44 PM | Likes Like |Link to Comment
  • Paper Wealth In Your Accounts Is Great, But Only If You Know How To Protect It [View article]
    If you have gains in SPY, or other index type funds (or very liquid ETFs), an straight forward way to protect those gains is thru options. You can sell upside calls against your long positions (or most ETFs) and buy Put Spreads for protection. It is not perfect but if built correctly you can still earn some more gains (without tax gains) and also provide significant down side protection. Example - if you are long SPY you can sell 9/30/2015 $215 Calls at $4.55 and buy the September 30, 2015 - $200 - $180 Put Spread for $3.77. You are still building in potential gains on SPY from $207 to $215 plus you have protection on SPY from $200 to $180 (10%).
    Apr 8, 2015. 09:16 PM | Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    I like John Bogle but that does not mean one person is 100 percent right does it?
    Apr 8, 2015. 08:35 AM | 2 Likes Like |Link to Comment
  • BMO's Sell-Side Analyst Reflects On American Realty Capital's New CEO [View article]
    That is the standard for hedge fund guys
    Apr 8, 2015. 08:33 AM | Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    US Dollars have no instrinsic value either - so what - perception is reality until it isn't.
    Apr 7, 2015. 10:31 PM | 12 Likes Like |Link to Comment
  • BMO's Sell-Side Analyst Reflects On American Realty Capital's New CEO [View article]
    I assume Madoff was a 2 and 20 guy? (just like a hedge fund) - 2% flat fee on AUM and 20% of any gain on a quarterly basis?
    Apr 7, 2015. 09:55 PM | Likes Like |Link to Comment
  • Adversity Was Bittersweet For This REIT [View article]
    Thanks Brad for your articles and passing along your knowledge with REAL Estate and REITS specifically. I would have probably never garnered the knowledge and awareness of REITS (and large positions) without you sharing your "street knowledge" and willingness to pass it along. Having said that, I look forward to buying and reading your book on "The Donald"; but, I kind of agree - he seems that others get burned while he gets rich. I guess that means he is smarter than others to use their money to get his riches?? Regardless, he has more wealth than I can could ever dream of so give the guy his due, however, not sure I could sleep at night hearing the stories of what he is done to others. I look forward to your insight on "his story."
    Apr 7, 2015. 09:51 PM | Likes Like |Link to Comment
  • Adversity Was Bittersweet For This REIT [View article]
    Another one: "You can not make a 'good deal' with a bad guy".
    Apr 7, 2015. 12:06 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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1,138 Likes