Seeking Alpha


Send Message
View as an RSS Feed
View FreeStateYank's Comments BY TICKER:
Latest  |  Highest rated
  • "I Don't Know How To Answer Your Question": Microsoft's Steve Ballmer [View article]
    User, I totally agree. What was he supposed to say? People were fools for bidding up tech stocks to ridiculous levels and eventually that bubble burst? I've traded in and out of MSFT and made money as well as making money in my current long position.

    I believe MSFT is doing good things and will continue to grow, which is why I'm now long. Others will think differently, which is what gives us a market that is liquid.

    Nov 21 04:27 AM | 2 Likes Like |Link to Comment
  • What Stock Market? These Dividend Contenders Are Not Overvalued - Part 2 [View article]
    Chuck, thank you for another superb article Also wanted to take the opportunity to give a plug for your FastGraphs site. I'd held off on the subscription as I've done well without it. However, as I've been rebalancing our portfolio, it's been a wonderful tool which helps to confirm or raise questions about prospective investments much more easily than if I dug around for all of the information elsewhere.

    One quick click and much needed information is at my fingertips.

    Nov 21 03:26 AM | 1 Like Like |Link to Comment
  • What Stock Market? These Dividend Contenders Are Not Overvalued - Part 2 [View article]
    Chowder is correct. There is almost always something that has been beaten up and oversold. That's part of what makes researching investment opportunities so interesting and rewarding.

    Thanks, Chowder, for your 'Chowder Rule'. It's an excellent tool I've used to the benefit of the family portfolios.
    Nov 21 03:22 AM | 3 Likes Like |Link to Comment
  • What Stock Market? These Dividend Contenders Are Not Overvalued - Part 2 [View article]
    In addition to the other replies, I'd note there have already been sizable corrections this year. Specifically, the mREITS, refiners, and some upstream MLP's. Currently, growth stocks in the Russell have been correcting the past month. While an overall correction may come to pass, there have been real values, in addition to the ones listed by Mr. Carnavale, this past year, in which I've taken the opportunity to invest.

    While a decent correction to the overall market may indeed happen, it also may be that some of those equities already beaten up this year, will not have the same pull back as the overall market.
    Nov 21 03:19 AM | 3 Likes Like |Link to Comment
  • Pixelworks Q3 Reveals Why Its Shares Should Triple [View article]
    Have to second COBeeMan. I've literally read over 1,000 articles on SA. They range from the good, bad, and unfortunately, ugly. Every now and then I come across a contributor who rates in the excellent category.

    IMO, Mark is one of them. I've made good money off of his recommendations [8k in HIMX in 8 weeks, with a 10k investment I traded in and out of]

    While we all should do further DD on any equity we contemplate buying, I've been pleased with his generosity in sharing his considerable research.

    While I understand the natural concern of the two posters, at the same time, at some point, a well-respected author cannot be notating every comment he/she makes about a company.

    Good luck to all out there!
    Nov 20 09:25 AM | 2 Likes Like |Link to Comment
  • Prospect Capital: Q1 2014 Expectations [View article]
    Just dropping by to thank you again for all of your highly informative articles. Long PSEC due to reading your quality articles, then did further DD before purchasing.

    Just saw another BDC recommended elsewhere, but before doing anything else, I looked for your article on the topic. Sure enough, it's one of the 'Bad' ones. One quick read and I had all the information I needed.

    Have a great weekend!
    Nov 16 09:10 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 9): Vote For Your Favorite Technology Dividend Stock [View article]
    Nov 16 01:27 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Bob, e-Verify has been repeatedly shot down by the left.
    Nov 15 11:26 PM | 1 Like Like |Link to Comment
  • Lindsay Corp.: Irrigating The Emerging Markets With A Modest Valuation [View article]
    Superb article. Upon reading it and doing more DD, I initiated a position and will likely add to it. It's the perfect sort of industrial I like to own: tops in their area of expertise and so well-established, it provides a moat difficult to breach for would-be new entrants to the market.

    Very much appreciated all of the information. Would have never known about this company, otherwise.
    Nov 15 05:41 AM | Likes Like |Link to Comment
  • Las Vegas Sands: Analyst Late In The Game To Upgrade Shares [View article]
    I was late to the game, entering with a price in the mid-sixties. However, using various tools, including FastGraphs, I believe the models for growth are a bit shy of what will eventuate. Thus, I remain long.

    Additionally, LVS is in talks with Japan, to open a new facility in time for the Olympics. Looks like more growth prospects on the horizon.
    Nov 15 03:17 AM | Likes Like |Link to Comment
  • Halcon Resources: The Roller Coaster Continues And New Lows Should Not Be Ruled Out [View article]
    JSmart, I believe Floyd said that in the Utica, they'd work areas in their southern holdings as those look more promising. [and perhaps there is more takeaway infrastructure down there?]
    Nov 14 06:12 AM | 1 Like Like |Link to Comment
  • Updated Outlook For Crude Oil [View article]
    Good article, as always. Really appreciated the map w/ discounts/premiums to Brent per geographic area.

    Besides making good investments, the energy renaissance in the US is a wonderful thing to behold. In addition to increased oil production and potential for increased exports of finished products, the cheaper natural gas abundance has exciting potential to make US manufacturers even more competitive, especially in power intensive industries.

    If only we could curb regulatory uncertainty....
    Nov 13 04:11 AM | Likes Like |Link to Comment
  • MFA Financial Is Outperforming In The Mortgage REIT Sector. [View article]
    Aka, MFA ramped up early this year, far ahead of their normal trading range, which is in the $7-8 range. Frankly, I was shocked and astounded when MFA went up not only over $8, but over $9.

    MFA has been a significant holding of mine since 2009. I've done quite well with the holding and have no complaints. Especially for an mREIT, the price tends towards low volatility as does the regular dividend. The Special dividend was an unexpected and pleasant surprise.

    IMO, MFA won't ever be as thrilling as some other equities. Yet, for income seekers, including my retired father, it's been a great holding.
    Nov 12 12:27 AM | 2 Likes Like |Link to Comment
  • U.S. Stocks Not In A Bubble; I'll Tell You What Is, Though [View article]
    James, considering how I ragged on you for your LINE articles, it's only fair to post my compliments to you on this article.

    Another thing the 'bubble' crowd hasn't taken into consideration, imo, is the corrections which have taken place this year in some sectors. The 'taper scare' impact on REIT's comes to mind. EPA regulatory fears took down the refiners quite substantially is another example. Thus, helping to lower the aggregate P/E for the S&P. There exists some decently priced equities out there, even if many of the momentum small cap growth stocks are getting a bit toppy. I expect some of them to correct as funds start to stream into those sectors/equities which already have been discounted by one scare or another.

    Agree with your thesis and especially enjoyed your contrarian call: when the talking heads start justifying significantly higher P/E's, rather than the current hand-wringing over mythical 'bubbles', that's the time to look to exit equity positions.

    Nov 10 07:40 AM | 1 Like Like |Link to Comment
  • Linn Energy: The Worst May Be Over [View article]
    Casey, thanks for your informative article. The point you made about the potential of horizontal drilling in their Permian acreage is significant and makes the additional boost for BRY much easier to digest. The bottom line imo is LINE is paying less than half of their [depressed] market cap to at least double reserves. So that already is a net up, in my mind... with horizontal drilling possibilities a 'freebie'.

    After all the noise dies down and people get over the change in terminology, which was done at the behest of the SEC, LINE will continue to do what they do best: drilling and getting product to market. I also hope they continue to hedge production, regardless of how the hand-wringers think it should be classified on the books. The hedges have acted to smooth out revenues, which is a good thing, imo.
    Nov 7 08:12 PM | 5 Likes Like |Link to Comment