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Balance sheet guru

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  • Third Point Lockup And Market Downturn Provides Shorting Opportunity [View article]
    That is fine. However, the danger in what you are doing you may get caught if during the month Loeb makes good money and the BV goes up and you do not know that. If you hold the shares when results are reported at the end of the month, then a BV rise and may go against you and then the stock goes up. You are somewhat shooting in the dark.
    Apr 20 12:19 PM | Likes Like |Link to Comment
  • Dividend Aristocrats: The Most Profitable Force In The Universe [View article]
    This is all very nice, but I refer you to Seeking Alpha contributor Marc Cohn who has amazing long term tested automatic ETF swinging strategies that crush the returns of the dividend reinvestment.
    Apr 13 01:06 PM | Likes Like |Link to Comment
  • Dividend Aristocrats: The Most Profitable Force In The Universe [View article]
    Asta la vista!
    Apr 13 01:03 PM | Likes Like |Link to Comment
  • Dividend Aristocrats: The Most Profitable Force In The Universe [View article]
    This strategy is not without flaws. All these dividends do get taxed and any buys and sells get taxed, so the compounding is severely inhibited.
    Apr 7 01:58 AM | Likes Like |Link to Comment
  • Third Point Lockup And Market Downturn Provides Shorting Opportunity [View article]
    Yes, Sailfish, you will be rewarded handsomely with patience. Just don't get hooked or stuck in their net by the naysayers.
    Apr 7 12:38 AM | Likes Like |Link to Comment
  • Hedge Fund ETFs: Alternative Alpha Vs. Guru Index [View article]
    This analysis is fine and dandy in the time period you mention. However, in reality, looking at GURU and especially ALFA, you should find that in down markets, because the higher quality of stocks that are hand picked vs. the random index of the SPY, that GURU albeit will likely outperform SPY. However, in the case of ALFA, which was privately run in 2008, (if you would have done your homework by contacting the creator) you will have found that when the SPY hit below its 200 day moving average that the rule is to move 50% of the position to the inverse of the S & P. At that time in 2008 ALFA broke even which far outstripped the horrid loss of -38% in the unprotected SPY. The time period you do your analysis is unfair from the standpoint that it does not look at trading during times of a bear market. Your analysis is mostly useless for that reason.
    Mar 25 01:06 AM | 1 Like Like |Link to Comment
  • An 8.5% Yield For Your Retirement Account [View article]
    Stay away from that. Invest in stocks with dividend growth like the top MLP's. See: http://www.mlpdata.com
    Mar 9 09:05 AM | Likes Like |Link to Comment
  • Third Point Lockup And Market Downturn Provides Shorting Opportunity [View article]
    Was a little selling, but with a great February profit in the hedge fund, the TPRE stock is moving up again.
    Mar 9 09:01 AM | Likes Like |Link to Comment
  • Third Point Lockup And Market Downturn Provides Shorting Opportunity [View article]
    Wrong. The regular insiders stock was free trading a week or so before the earnings call.
    Mar 7 09:42 AM | Likes Like |Link to Comment
  • Alternative Equity ETFs - Do They Deliver Value? [View article]
    Why did you not include GURU in your analysis?
    Mar 5 11:52 AM | Likes Like |Link to Comment
  • An 8.5% Yield For Your Retirement Account [View article]
    All you guys shoud have your head examined. Stay away from this stuff. To go into a long term preferred like this at this time is potential financial suicide. When long rates go up, this preferred will get hammered. Stupid article.

    Look at Business Development Companies (BDC's) that invest in diversified loan porfolios that are short term with floating rates that are adjustable. with a spread over the treasuries. Try SUNS for one.
    Got to: BDCBuzz.com

    Look at MLP's. Those with growing payouts. Got to MLPdata.com
    Mar 2 12:55 PM | Likes Like |Link to Comment
  • Third Point Lockup And Market Downturn Provides Shorting Opportunity [View article]
    TPRE just reported significantly higher earnings. Stock currently selling at only a 14% premium to book as of the close 2/26/2014. Should sell at a premium to book of 1.3 and perhaps higher due to current growth outlook and exceptional asset management.

    See:

    http://bit.ly/Mw693Q
    Feb 26 10:53 PM | Likes Like |Link to Comment
  • Third Point Lockup And Market Downturn Provides Shorting Opportunity [View article]
    Yes, but the Third Point Partners hedge fund has outperformed Greenlight and thus over time I expect from the investment side that TPRE will make more money than GLRE exclusive of the insurance portion.
    Feb 26 11:21 AM | Likes Like |Link to Comment
  • Retail Opportunity Investment Corp: This Small Cap REIT Packs A Punch [View article]
    Good article in theory, however your comment "No Business is Immune to Risks" did not include Mr. Tanz going away someday and thus losing his talent. It is always a risk. Most of your sell on this REIT is based upon trusting Mr. Tanz who is supposed to lead your growth expectation in the future. I am also afraid of the internet that has killed commercial real estate in many cities. The internet sales sites ARE the new real estate.

    Also "Was it coincidence, or by plan, Mr. Tanz sold Pan Pacific near the top of the real estate market in 2006 and re-entered the market in 2009 while it was bottoming out? I cannot ask him, so I'll never know." Sure you can know, just take part int he conference call and ask him straight out or give him a call. I call officers of companies all the time and listen in on the conference calls.
    Feb 25 09:49 PM | Likes Like |Link to Comment
  • Using Leveraged ETFs With A Market Timing System: SPY, SSO, SDS, SPXL, SPXS [View article]
    Nothing but a hocus pocus discussion advertising for his service. Not really right to do on Seeking Alpha which is designed to be a full transparent venue for ideas.
    Feb 24 08:42 AM | 1 Like Like |Link to Comment
COMMENTS STATS
121 Comments
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