Send Message
View as an RSS Feed
  • LinkedIn beats estimates, issues weak guidance; shares plunge  [View news story]
    If you think a high-flying tech/internet company with an extended valuation is
    'recession proof' you're gonna have a bad time.
    Feb 5, 2016. 02:49 PM | 2 Likes Like |Link to Comment
  • Cheniere Energy: Don't Miss The Long-Term Picture  [View article]
    There are more sellers than buyers.
    Feb 4, 2016. 01:37 PM | Likes Like |Link to Comment
  • Cheniere Energy: Don't Miss The Long-Term Picture  [View article]
    You're overthinking this to a colossal degree.
    Feb 3, 2016. 08:32 PM | 3 Likes Like |Link to Comment
  • Amazon misses estimates, issues in-line guidance; shares drop  [View news story]
    Jan 28, 2016. 04:12 PM | 4 Likes Like |Link to Comment
  • Jobless Claims see a sharp decline  [View news story]
    Continued employment improvement bolsters the Fed's confidence that the economy is ready for more rate hikes.

    Interpret that as you will.
    Jan 28, 2016. 08:53 AM | Likes Like |Link to Comment
  • Biogen beats by $0.42, beats on revenue  [View news story]
    "Net Income growth has decelerated over the past four quarters: 93.2%, 71.4%, 29.8%, 12.7%, -5.9% as has EPS growth: 94.8%, 72.8%, 30.6%, 14.6%, 0.8%."

    Worth noting
    Jan 27, 2016. 09:18 AM | Likes Like |Link to Comment
  • Fed's Bullard sounding less sure about inflation  [View news story]
    Still, he says, relatively low oil prices remain a net positive for the economy, and pulls out a chart showing strong consumption growth during the time of oil's plunge.

    Oh, I feel better now. He has a chart.
    Jan 14, 2016. 10:02 AM | 12 Likes Like |Link to Comment
  • How Low Can Oil And The Markets Go?  [View article]
    Bret, no mention of the Fed's overt commitment to 'several rate hikes' seemingly with no abatement? Do you feel this stalwart telegraphing is also making market participants uneasy and affecting investor sentiment in the wake of (and despite) the other factors you outline?

    Thanks for the read!
    Jan 14, 2016. 09:30 AM | 2 Likes Like |Link to Comment
  • Freeport-McMoRan: Too Cheap To Ignore  [View article]
    All the makings of a value trap, but I guess to each their own.
    Jan 14, 2016. 09:21 AM | 5 Likes Like |Link to Comment
  • Banro Raises Almost $100M - Does This Mean The Company Is Now Out Of The Woods?  [View article]
    Thanks for following up on the news release, Doc
    Jan 5, 2016. 03:17 PM | Likes Like |Link to Comment
  • Is The TED Spread Yellen?  [View article]
    Hi NN,

    If you find the time, could you expand a bit on the cause/effect here?

    Dec 31, 2015. 04:27 PM | Likes Like |Link to Comment
  • Giving Up A Hobby: Putting My Portfolio On Autopilot  [View article]
    "Renewable energy play covering geographies not covered by Energiekontor. Anticipating (Godot) the first dividend."

    Made me laugh!

    Thanks for the article
    Dec 31, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • You Don't Have To Be Smarter Than A 5th Grader To Know Cheniere Energy Is A Buy  [View article]
    Great comment here Wim, hope to see you around the boards more.
    Dec 30, 2015. 11:34 PM | Likes Like |Link to Comment
  • Is The TED Spread Yellen?  [View article]
    Could you explain/rectify these points? They seem at odds:

    1) By the money flow #'s, commodities should have bottomed, and stocks should resume an upward path.

    2) These events alone could trigger a downswing in the economy resulting in more unemployment, more unemployment compensation, less tax revenues and larger federal deficits. Truly a vicious cycle.

    Just trying to follow along -- thanks
    Dec 30, 2015. 12:53 PM | Likes Like |Link to Comment
  • You Don't Have To Be Smarter Than A 5th Grader To Know Cheniere Energy Is A Buy  [View article]
    I don't necessarily disagree with your position, but

    "If I were sitting in a dark room with absolutely no knowledge of the company I was being asked to invest in and someone offered me an opportunity to invest blindly in a company where Seth Klarman was a major shareholder and Carl Icahn would be looking over management's shoulders to make sure they would be good stewards of my money, I would say sign me up."

    I saw the same rationale parroted on KMI boards for months and months with the sentiment "Rich Kinder is a genius, he knows something we don't, I'm just following his play" -- etc, all the while KMI was obliterated and the dividend finally cut.

    I guess my point is that "following the smart guys" is such an easy trap to fall into, lulling investors into a false sense of security. The same can be said for those who followed Ackman into VRX, or Einhorn into Consol, and a host of other examples.

    The analysis you did of the company is what you should stand on, and I think you do. But I've just seen the 'look at these rich guys doing it' argument blow up so many times this year it really isn't the panacea it's cracked up to be.

    Best of luck to you, thanks for the article.
    Dec 30, 2015. 11:17 AM | 14 Likes Like |Link to Comment