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NYer1

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  • PIMCO High Income Fund: Sell This Overpriced CEF Before It's Too Late [View article]
    That history is not so long..just from the financial crisis due to the very unique circumstances of ZIRP.
    Dec 25, 2014. 12:08 PM | Likes Like |Link to Comment
  • What A Difference A Week Can Make In The Energy Sector [View article]
    "Fear should never be the driving force behind an investment decision."

    Yet, you feared jumping in at admittedly great values already.

    An investment decision can be to do nothing (out of fear of further declines) .
    Dec 25, 2014. 12:07 PM | 1 Like Like |Link to Comment
  • PIMCO High Income Fund: Sell This Overpriced CEF Before It's Too Late [View article]
    Reality will set and pry it away from their hands, just a matter of time...if Pimco does the right thing they will cit the distribution by 30% or so, stop the derivative gambling in the fund and make this fund much less opaque.
    Yes, short term it will cause a sharp drop in the market price but will preserve their reputation longer term.
    The longer they keep kicking this can down the road the harsher the reputation risk becomes and the more severe the damage would be.
    Dec 25, 2014. 10:47 AM | Likes Like |Link to Comment
  • Amazon: Prime Now To Enhance The Ecosystem [View article]
    Let's assume you got it within 2 hours, value of goods over $100, some of them heavy and bulky(like a Vaporizer, for example) and the weather is rainy or snowy.
    Dec 24, 2014. 01:54 PM | Likes Like |Link to Comment
  • 3 Reasons To Like Amazon's Prime Now 1-Hour Delivery [View article]
    JR
    How much would you tip, if anything?
    Dec 24, 2014. 01:40 PM | Likes Like |Link to Comment
  • Amazon: Prime Now To Enhance The Ecosystem [View article]
    You are right..it is on in most of Manhattan by now.
    A question to anyone who uses this service or envisions him/her self using it in the future:
    How much (if anything) would you tip the delivery person?
    Dec 24, 2014. 01:38 PM | Likes Like |Link to Comment
  • 3 Reasons To Like Amazon's Prime Now 1-Hour Delivery [View article]
    WOULD you tip the delivery person for the service?
    If so, how much?
    Dec 24, 2014. 10:42 AM | Likes Like |Link to Comment
  • Recent Bounce In Transocean Doesn't Mean Anything Yet [View article]
    Meanwhile the bonds have recovered rather nicley
    the 6.5% 2020 bonds now trade at 94.25-95.25 around 7.6% yield to maturity
    Dec 24, 2014. 10:20 AM | 2 Likes Like |Link to Comment
  • Amazon: Prime Now To Enhance The Ecosystem [View article]
    At 7.99 delivery cost to you, you can have your lunch for free by having it delivered by Seamless :)
    Hope those bike riders are getting some compensation for down time, they will be idle for major stretches of the day.
    Dec 24, 2014. 04:59 AM | 2 Likes Like |Link to Comment
  • JGH - A Discounted Opportunistic Choice In The CEF Arena [View instapost]
    Oh brother
    Have you rad the post? it is explained there.
    What don't you understand? I think it is pretty clearly explained.
    Dec 23, 2014. 08:52 PM | Likes Like |Link to Comment
  • My 2 Cents In The Amazon.com Cash Flow/Capital Leases Debate [View article]
    JR
    No doubt WMT base is smaller, no doubt it has been growing much faster than AMZN in online sales (that is normal if you do the right thing from a smaller baseline),However, the trend of strong growth in WMT and declining growth in AMZN is accelerating and that is a very important observation regarding the competitive environment.
    WMT will grow much faster than AMZN and the gap between them would continue to narrow into the foreseeable future.
    You could say the same thing about TGT and other online competitors, even BBY for that matter.
    That is not good news for AMZn..and 4q14 results would give us very strong indications whether this trends abated or accelerated..herein lies the gamble..
    Dec 23, 2014. 02:27 PM | 2 Likes Like |Link to Comment
  • My 2 Cents In The Amazon.com Cash Flow/Capital Leases Debate [View article]
    compare to WMT much higher growth
    http://bit.ly/1xIkxMo
    Dec 23, 2014. 11:54 AM | Likes Like |Link to Comment
  • Recent Bounce In Transocean Doesn't Mean Anything Yet [View article]
    What is so magical about the ex dividend date that would make you buy the stock close to it?I am long RIG and RIG 6.5% 2020 bonds
    Dec 22, 2014. 07:22 PM | 1 Like Like |Link to Comment
  • My 2 Cents In The Amazon.com Cash Flow/Capital Leases Debate [View article]
    Perhaps capital leases are hidden there too? didn't have time to scan the whole thing
    Dec 22, 2014. 04:33 PM | Likes Like |Link to Comment
  • Amazon's Holiday Season Offsets Headwinds From Competition [View article]
    Alex
    Margins have been going the other way consistently..What you say might be true i theory (for any company), how does it apply in the real world to AMZN?
    Dec 22, 2014. 04:30 PM | Likes Like |Link to Comment
COMMENTS STATS
1,130 Comments
1,220 Likes