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absolute return guy

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  • Telecom Argentina: Buying The 11.9% Dividend [View article]
    You have now stated as fact that "the dividend has been canceled due to political pressure". I can't validate that anywhere. Could you please provide your source because the stock isn't acting like dividend was canceled and everything I have read indicates it is up to Shareholder vote (controlled by Italia) and so have no reason, other than your statement, that the dividend is cancelled.

    I hope for your sake you are right because you are angry and writers who make comments you feel are unsubstantiated and it would appear you have joined that group.
    Mar 30, 2012. 12:32 PM | Likes Like |Link to Comment
  • Telecom Argentina: Buying The 11.9% Dividend [View article]
    Morningstar is the source for the dividend of $2.21. The trailing dividend yield is 6.6% and I wouldn't trust that article with the mystery source. Argentina is a gamble in terms of knowing what the country will do but TEO is a money machine. I agree with the longs even if the dividend is lowered because whatever isn't paid out in yield is reinvested in a profitable telecom business. The shareholders will vote and likely approve a healthy dividend in April. Once the government gets straight on dealing with global issues TEO shareholders will be the winners either through dividend or higher share price. Good call by the writer in my opinion. The shares went south based on MS shift which is due to the government issues and not a company earnings issue.
    Mar 29, 2012. 07:08 PM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters Is Absurdly Overvalued [View article]
    The sickening part is how much the "insiders" sold at $100+. This story is far from over.
    Jan 15, 2012. 07:23 PM | 1 Like Like |Link to Comment
  • Green Mountain Coffee Roasters Is Absurdly Overvalued [View article]
    Well played Colin. Notice the posts from Stox ended at the same time. :)
    Jan 15, 2012. 07:22 PM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters Is Absurdly Overvalued [View article]
    Einhorn came out with a "shananigans" report on the stock accusing them of many things you and others have suspected for a while. Down on huge volume could be the beginning of the end.
    Oct 21, 2011. 07:47 PM | Likes Like |Link to Comment
  • Market, Market On The Wall, Who Is The Fairest Of Them All? [View article]
    I have been away from SA for a while but noticed you are about to have your 100th article so congrats. Always enjoy reviewing your 4 picks for the week and watch for the day you include a couple shorts :).

    Great article by Walter Gault today on SA
    Sep 9, 2011. 06:07 PM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters Is Absurdly Overvalued [View article]
    Great choice in shorting GMCR. Insiders are dumping faster than they can print shares. SEC has been "inside" the company since Spet 2010 and haven't left. Twice in the last year GMCR had a private offering and secondary offering to raise cash to support this growth/"earnings" machine. Patents are running out. Already restated 3 years earnings hoping the SEC would just blush and go away. If this was the great growth story claimed then why is EVERY insider unloading stock and in record amounts. It isn't IF but when this pile of overhyped, class action lawsuit, SEC investigation, insider dump.......dumps.
    Sep 9, 2011. 12:43 PM | Likes Like |Link to Comment
  • S&P 500 Technicals [View article]
    I guess I need to be more technical because I am lost on a bear flag or what I would just call a lousy market. Even for a L/S guy like me the daily swing back and forth has been hard to manage so whatever you call it.......I call it the fat getting fatter because commissions seem to be the only good bet.

    Anyway, I read an interesting article by Walter Gault on Seeking Alpha this morning that is worth sharing if you are interested in hedging vs. long only portfolio's. Good points and charts.
    Sep 9, 2011. 12:38 PM | Likes Like |Link to Comment
  • Hedging With Discretion [View article]
    I have been silent on SA for some time now but really enjoyed reading this article. Walter, I have many years on you so let me be the first to say that hedging is appropriate for most, if not all, your readers. It would be interesting to know how many 20-something readers are on SA but my guess would be you might be the only one.
    Thanks and best of luck.
    Sep 9, 2011. 12:27 PM | 1 Like Like |Link to Comment
  • 5 Earnings Busters to Trade Now, Part II [View article]
    DFG +1.57% today
    BEXP +.68% today
    ACI +.98% today
    BIDU +1.33% today
    ARW +1.94% today

    I guess all things considered article I beats article II but all in all a good day. Well done.
    May 31, 2011. 06:38 PM | 1 Like Like |Link to Comment
  • 5 Earnings Busters to Trade Now, Part I [View article]
    JAZZ +3.83% today
    TSL +4.22% today
    AAPL +3.09% today
    ASYS +2.24% today

    GME -.82% today

    What does it take to get some good ideas around here :). Moving on to part II.
    May 31, 2011. 06:34 PM | Likes Like |Link to Comment
  • 15 Dividend Stocks Providing an Inflation Hedge [View article]
    I like DFG as you get the dividend plus an earning play so should provide for stock appreciation on top of the dividend, which was just increased.
    May 13, 2011. 04:43 PM | Likes Like |Link to Comment
  • 15 Deeply Undervalued Companies to Watch in 2011 [View article]
    It isn't really analysis or research. They simply run screens daily and publish the list on SA. Screens aren't tested so no way to evaluate what you get out the other end. No checking on the companies because I have seen several on lists that should NEVER have been included. If you want some company to hang a shingle up saying Kapitall and hire some kid to run screens by the hour and print the list as possibilities with no track record before or after. Have you ever seen a post from Kapitall that tracked their "picks"? Just saying that take it for what it is......they like getting linked to a bunch of symbols so that run a bunch of lists that produce a bunch of symbols. At the end of the day they could care less if they are right or wrong.
    Jan 28, 2011. 11:38 PM | 2 Likes Like |Link to Comment
  • Why Green Mountain Coffee Roasters Is a Good Short [View article]
    HUSA has been on a sleazy slimmy slide down this month. Hope you got a piece of that :)
    Jan 28, 2011. 11:33 PM | 1 Like Like |Link to Comment
  • Alliance Resource Partners Keeps the Coal Rolling [View article]
    I am a Gold Level subscriber to Sabrient and use MyStockFinder to find investment ideas that meet my style.
    First of all, love the product. I wonder if you could give us some advice on searches you or others at Sabrient have found productive. I am a Value investor at heart and use a L/S approach for hedging. Which reminds me to mention that a search or list of Short candidates would be much appreciated.
    Best and thanks as always.
    Jan 19, 2011. 08:44 PM | Likes Like |Link to Comment