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cgm

cgm
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  • Why You Should Sell 3D Systems And Buy Organovo [View article]
    "Pretty unique"? Something is either unique or not. There is no such thing as "pretty unique". "Unique" is one of a class of adjectives sometimes called "incomparables" (including: precise, exact, correct, whole, accurate, preferable, inevitable, possible, false; among others) that describe absolute, non-negotiable states One cannot properly use any modifiers with a incomparable adjective. I didn't mean to give you a long English lesson, but we have here a very common error that is a pet peeve of mine.
    Dec 30 04:43 PM | 11 Likes Like |Link to Comment
  • Potentially Good News For American Capital Agency [View article]
    I believe the Fed's move was a $5 billion reduction in mortgages and $5 billion reduction in bonds; not a $10 billion reduction in bonds. I agree that the Fed having spelled out its plans publicly will help the MREITs hedge better. Kain knows his stuff. I think he is doing the right thing buying back shares at a big discount.
    Dec 25 12:05 PM | 11 Likes Like |Link to Comment
  • Buy Westport Innovations To Benefit From Boom In Natural Gas Cars [View article]
    Gee, I thought it was an analysis of WPRT, not a Romney hit piece, that I was reading. You just killed your credibility.
    Jul 16 06:08 PM | 11 Likes Like |Link to Comment
  • Why Did Warren Buffett Buy Exxon Mobil? His Partner Charlie Munger Reveals All [View article]
    My grandfather bought what became ExxonMobil for the equivalent of 72 cents per share (taking into account stock splits). It is now more than 125 times that amount per share and its dividends each year are a multiple of what he paid for the stock. So long term this company has been a huge winner (and continues to be). It is known for being one of the best managed companies in the U.S. It has the highest credit rating (AAA - Better that the U.S. Treasury). It has the largest gas reserves of any American company. It is very diversified vertically and horizontally in the oil and gas business. What's not to like?
    Nov 17 05:46 PM | 9 Likes Like |Link to Comment
  • Fiscal Cliff And Deficit Conversation Misses The Point [View article]
    You have it pegged. If only you could convince the folks in Washington to do something about it.
    Dec 6 04:13 PM | 9 Likes Like |Link to Comment
  • Yield hungry investors playing in the MLP space may take caution as the sector's merits rate a Barron's cover and investor roundtable discussion. Among the selections is the popular JPMorgan Alerian MLP Index ETN (AMJ), up 17% Y/Y while yielding north of 9%, and trading at a 36% premium to NAV. [View news story]
    Much better to cherry pick individual MLPs
    Aug 20 03:58 PM | 8 Likes Like |Link to Comment
  • Investors Should Be Wary Of InterOil [View article]
    Anything is possible, but you don't seem to have any information that would prove a fraud here - nor does anyone else. Even Tilson, who has been a shor tfor a long time aqnd probably lost money on this stock, don't think it's a Bre-X, so why would you? I know of a geologist and others who have actually been to the site and claim it is the real thing. So who knows? But don't make allegations you cannot substantiate.
    Feb 14 10:46 AM | 7 Likes Like |Link to Comment
  • The proposed Keystone XL pipeline would raise U.S. gasoline prices, according to the National Resources Defense Council: The pipeline would divert crude oil from the U.S. Midwest to Gulf Coast refineries geared to producing diesel fuel for export, which would reduce gasoline produced for U.S. consumers and raise production costs, making the fuel more expensive.  [View news story]
    If that were true, NRDC should favor it, as it would encourage alternative fuel use, which NRDC wants.
    May 22 05:37 PM | 6 Likes Like |Link to Comment
  • Bear Of The Day: American Capital [View article]
    This is based upon earnings of nearly 3 months ago. How about something more recent?
    Oct 16 02:48 PM | 5 Likes Like |Link to Comment
  • Why The Fed Is Not Tightening Anytime Soon [View article]
    You said easing instead of tightening in two places. Perhaps some time should be spent editing before submitting articles.
    Jun 3 01:34 PM | 5 Likes Like |Link to Comment
  • Analysts Are Wrong On Exxon Mobil [View article]
    My grandfather bought some at the split-adjusted price of $.72 per share. It's still in the family. Nice long term buy and hold stock.
    Aug 31 01:49 PM | 5 Likes Like |Link to Comment
  • American Capital Agency: Dividends To Stay Intact, Don't Expect Capital Appreciation [View article]
    I wouldn't compare its performance with NLY for purposes of determining whether to buy it or not. It is more leveraged than NLY, has a higher yield, and has structured its portfolio to prevent much impact from prepayments. Those are some reasons why it has performed better than NLY. Frankly it has performed better than NLY for many quarters. Perhaps it is a better company to invest in.
    Jul 13 04:19 PM | 5 Likes Like |Link to Comment
  • Why Shorting U.S. Treasury Bonds Is A Safe Investment [View article]
    TBT and SBND have been total disasters despite your logic. Perhaps eventually yields will rise, but to paraphrase a famous economist, eventually we are all dead. There are better ways to use one's money.
    Sep 9 03:25 PM | 5 Likes Like |Link to Comment
  • 10 Reasons Stocks Will Go Higher In 2014 [View article]
    Let us know when our wife screams 'buy".
    Dec 24 06:12 PM | 4 Likes Like |Link to Comment
  • Q2 Bond Market Mess Produces Book Value Loss And Possible Dividend Cut For American Capital Agency Corp. [View article]
    $21.85 share price was before the earnings announcement. Large increase yesterday, and some decline today due to reports of a strong economy and some increase in rates. Still, well above $21.85. I expect volatility to continue, but so long as rates rise slowly and the yield curve remains steep, it's a good time to own AGNC and the dividend will be safe.
    Jul 31 12:21 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
142 Comments
226 Likes