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tlh

tlh
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  • How Far The Gold Sell-Off Could Go, And Strategies That'll Save You [View article]
    Go look at the inflation data following each of the major wars of the last century. Our government pays for them by debasing the currency.
    Apr 18 07:02 AM | Likes Like |Link to Comment
  • Is The Coca-Cola Company A Refreshing Buy? The FCF Yield Says Yes [View article]
    What about buying the stock and writing in the money call options so you collect the dividend?
    Feb 18 02:31 PM | Likes Like |Link to Comment
  • No Taper Is A Gift: Sell All Long-Term Bonds Now [View article]
    How can higher interest rates help earnings? Will we continue to have multiple expansion?
    Sep 19 06:12 AM | 1 Like Like |Link to Comment
  • Danger Zone For This Week: Apple [View article]
    You own MSFT. Trailing earnings per WSJ 17.36. AAPL trailing earnings 10.15.
    May 16 08:48 AM | Likes Like |Link to Comment
  • Why We Bought Microsoft: Because 2013 Should Determine Whether Ballmer Stays Or Goes [View article]
    MSFT PE 16.92, AAPL PE 10.92. Trailing earnings. MSFT must be the most progressive. Wall Street could not be wrong.
    May 8 09:12 PM | Likes Like |Link to Comment
  • There Is No Asset Bubble? [View article]
    You will not get on CNBC with that attitude. Thanks for the charts.
    Mar 22 07:44 AM | 6 Likes Like |Link to Comment
  • It appears that many investors are commemorating the fourth anniversary of the bankruptcy of Lehman Brothers by telling themselves that any Lehman-like danger has passed, and staging a huge rally in its honor, says Mark Hulbert. Actually, he quips, the real impetus was that the Fed basically concluded that the economy is in such horrible shape that it needs even more life support. This all goes to show how inscrutable — and, therefore, ultimately unpredictable — the markets can be. [View news story]
    You have to ask yourself where the market would be without all this manipulation. With rising interest rates, the fed will be unable to buy back the securities it has purchased. Think about duration risk. The bonds will have to be cancelled. This will allow the money supply to increase dramatically. The 70's all over again? What do I have wrong?
    Sep 15 06:53 AM | 1 Like Like |Link to Comment
  • QE3: Reluctantly Long The Market [View article]
    Bullet Ben has fired his last shot. Out of bullets. He will now be known as Bubble Ben.
    Sep 14 05:59 AM | 2 Likes Like |Link to Comment
  • Ben Bernanke And QE3++ [View article]
    Bubble Ben wants to outdo Greenspan.
    Sep 13 05:59 PM | 3 Likes Like |Link to Comment
  • Is Procter & Gamble Overvalued At Over $68? [View article]
    The real question is: When will the dividend play end? What if interest rates rise?
    Sep 8 05:21 PM | Likes Like |Link to Comment
  • Boeing: A Strong Sell As Business Approaches Bubble Territory [View article]
    2.41% dividend, and I sell calls to increase my yield. I guess I should sell and buy 10 year treasuries.
    Aug 3 02:06 PM | 1 Like Like |Link to Comment
  • Why Netflix Could Be Bankrupt Within A Year [View article]
    I pay $15 a month to NFLX. I pay over $100 a month to Dish. I really do not see how NFLX is not value. I do not care if the stock goes up or down. I see more value with my NFLX bill than I do with my Dish bill.
    Oct 11 09:42 PM | 1 Like Like |Link to Comment
  • Why Netflix Could Be Bankrupt Within A Year [View article]
    18.74% of float sold short. You have lots of friends.
    Oct 11 12:52 PM | Likes Like |Link to Comment
  • The Fed's Message To Markets: Stocks Are Out, Bonds Are In [View article]
    With all this bond buying, are the exits big enough when the show is over?
    Sep 23 06:57 AM | Likes Like |Link to Comment
  • Why You Need to Look at Dendreon [View article]
    Let's see. The doctor gets $100 for prescribing a $100,000 drug. Management is stupid.
    Aug 5 06:50 AM | Likes Like |Link to Comment
COMMENTS STATS
18 Comments
21 Likes