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  • Dirty Deeds Done Dirt Cheap: Who Is The Real Fraud - Andrew Maguire Or Jeffrey Christian? [View instapost]
    Whistleblower attacked? What's new?
    Oct 28 11:52 AM | Likes Like |Link to Comment
  • MBIA Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    Would like to know how management plans to instill confidence in the market while the CEO liquidates 90% of his shares. Another 750k shares sold last week.
    May 25 04:33 PM | Likes Like |Link to Comment
  • MBIA Is Back In Business [View article]
    More insider buying : 8 execs picked up 53,000 shares between them last on the 14th of May
    May 21 06:28 AM | Likes Like |Link to Comment
  • Some Thoughts On The Recent Surge In National Bank Of Greece [View article]
    Spoke to investor relations in Athens. Seems they weren't allowed to post anything in English before posting with NYSE. In a few hours we should see a more detailed explanation as to how the process of stock split and share issuance will work.
    May 21 04:56 AM | 1 Like Like |Link to Comment
  • Understanding Where Russia Is Today [View article]
    Sberbank has been buying many eurpean banks as of late. Good long term position in it's London version.
    May 21 04:04 AM | Likes Like |Link to Comment
  • Where To Look For Fallen Angels Now [View article]
    And down 35% today.
    May 20 04:20 PM | Likes Like |Link to Comment
  • MBIA Is Back In Business [View article]
    Insider buying yesterday -
    May 19 08:35 AM | Likes Like |Link to Comment
  • MLPs And Interest Rates, How Right Is Mr. Gundlach? [View article]
    Rates won't be rising any time soon. But when they do it will be gradual increase and in flows into equities should compensate for any additional interest expenses the mlp's incur.
    May 18 02:03 AM | Likes Like |Link to Comment
  • Shares Of Himax Hit By Flawed Bear Case [View article]
    I'm holding it for exactly this reason. As an eventual strategic acquisition by a google, samsung etc.. Remember, google loves to buy patents and HIMAX holds something like 1500 or so in this realm. In addition to the revenue growth there are other reasons to like this one.
    Apr 21 01:42 PM | 2 Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    If you like MMLP check out CLMT. Another high yield, low PE, MLP with solid management. To MMLP's credit though..i haven't seen such consistent insider buying at any company in the industry. These two companies are my 2nd and 3rd largest positions since November.
    Mar 4 04:42 PM | 1 Like Like |Link to Comment
  • The 'Great Rotation' And Other Nonsense [View article]
    The fact is that in the event of a mass exit the CB's will be there to put a floor under treasuries..but not so much HY's.
    Feb 10 02:00 PM | Likes Like |Link to Comment
  • Warning Flags - And Ways To Hedge - For High Yield ETF Investors [View article]
    I don't really like ETF's in general because of the fees. Does anyone have a recommendation as to the best way to short high yield bonds as a basket other than one of the short ETFs?
    Feb 10 01:13 PM | Likes Like |Link to Comment
  • Is The Market Stalling, Reversing Or Resting? [View article]
    Maybe i am getting something wrong here.. But seems to me that high yield money is and will just flow to equities.. Rather than assuming that high yield outflow is so much an indicator of general risk.. Seems that sentiment for gains in equities is just too appealing and folks don't want to miss the boat. No?
    Feb 10 01:08 PM | 1 Like Like |Link to Comment
  • MGIC Releases Monthly Operating Statistics and Schedules 4th Quarter Earnings Call [View article]
    Almost double top line from a year ago's numbers and delinquent loans down by about 20%. Every mnth looking better for these guys and all mortgage insurers in general. Only snag could be 4th quarter earnings showing the Freddie settlement charge. Would be a buying opportunity imo. We'll see thursday morning..
    Feb 10 03:21 AM | Likes Like |Link to Comment
  • The Obama administration's decision on the Keystone oil pipeline (TRP) will not be made until at least June, a U.S. official tells Reuters, which would delay the project for months and frustrate backers of Canada's oil sands. "It's not weeks until the final decision," according to the source. "It's months." [View news story]
    Well, the building of solar panels wasn't a disaster for Obama's backers who mostly walked away with hundreds of millions. The longer this project is delayed the more another of Obama's backers (Warren Buffet) keeps his oil/gas railroad shipping empire in heavy profits with little competition from the pipelines.
    Feb 5 11:52 AM | 1 Like Like |Link to Comment