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Hungry for Knowledge

Hungry for Knowledge
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  • These 5 ETF Charts Are Killing 'Risk-On' Exhilaration [View article]
    Gary, do you have any suggestions?
    I'm in interest rate sensitive funds, believing (for 5 years now) that rates will continue to fall, not rise.
    Japaneese 10 year yields at 0.5 and Germany's at 1.03% tell me all I need to know about the long term direction of ours.
    Gary Schilling has been calling this trade for a decade.
    THere is no reason why our interest rates have to rise just because someone looks at a chart and sees they've been falling for 32 years. THey can fall for 35 and STAY there for 25 more. I believe in riding that train till rates hit 1%, taking capital gains the whole way.
    Aug 13 05:46 PM | Likes Like |Link to Comment
  • An Investment-Grade 8.2% Yielding Asset At A 30% Discount [View article]
    What strikes me is the ability to get into trouble using ratings agencies to guide decisions. Ben Stein, author of many financial guide books, says, "YOu can go broke investing in Morningstar 5-star rated funds." S&P, Moodys, etc earned the title of "prostitute" while knowingly rating housing-related bonds/CDO junk as a AAA rated investment.
    That being said, what is your therom as to why this sells at a 30% discount? Solar power? Maturing other debt that jeopardizes them?
    Aug 13 05:38 PM | Likes Like |Link to Comment
  • Best Buy: Severely Undervalued With 66% Upside [View article]
    Sounds like buying buggy whips as Ford gained market share....
    Aug 6 11:52 AM | Likes Like |Link to Comment
  • Why You Should Not Be Comfortable With The Level Of The Stock Markets [View article]
    Why is the stock market so high?
    Central bank purchases, as that conspiracy theory was revealed to be truthful about a month ago.
    Share buybacks.
    ZIRP leading to massive junk bond issuance, some of which is used to buy back shares.
    I'm patiently waiting for the next crash to scrape around in the rubble and buy quality that was fearfully discarded.
    Jul 7 06:29 PM | 5 Likes Like |Link to Comment
  • Dominion Resources Black Warrior Trust Grossly Overvalued - 75% Downside, 90% Of Wells May Be Losing Money [View article]
    Every oil/gas/resource trust based in the US that I've investigated always ends up as giant rip-off. I won't touch any of them ever again, as they seem to be set up by companies to maximize their wealth at time of creation, and production numbers/pricing have consistently caused losses.
    Canadian trusts, on the other hand, are allowed to add new territory and drill new wells, making them somewhat more suitable for investing vs. CEO-enriching like the US based ones are.
    Jun 18 11:15 AM | 3 Likes Like |Link to Comment
  • Economic Cycle: There's More Than One [View article]
    My thoughts: be patient, wait years for major crashes regardless of what causes them (2001, 2008, 20??), then buy blue chip dividend payers/stock indexes/anything else that's crashed.
    May 30 12:45 PM | 2 Likes Like |Link to Comment
  • Which Is Better: High-Yielding Portfolio Or Dividend Growth Portfolio? [View article]
    Thanks for the analysis.
    Looks like one has to start 15 years ago to realize the higher return from the top dividend growers (and be able to pick those top dividend growers 15 years ago so we'd realize their gains today).
    Sounds hard, and I don't think I could do it.
    I do like the idea of owning some of both - growers, and yielders, as well as big firms bought after they have problems (BP, etc).
    May 30 12:09 PM | 5 Likes Like |Link to Comment
  • Why Barclays' Call On Utility Bond Pricing Is Misguided [View article]
    Look at Germany. THeir utilities are begging for help from the gov't, asking them to please stop subsidizing solar/wind, as the utilities earnings are plunging.
    I think that's a very realistic scenario starting to play out in the US, hence, I back Barclay's call that at the least, utilities will experience some pain in earnings from solar that is a multi-decade pain, and a downsizing.
    May 30 11:06 AM | Likes Like |Link to Comment
  • The Solar Industry Is Red Hot - Will It Get Hotter? [View article]
    ETF with the symbol TAN is my go-to for ease of decision making.
    May 6 12:42 PM | Likes Like |Link to Comment
  • Natural gas soars after bullish supply data [View news story]
    A few years ago a large pipeline MLP proposed building a large pipeline to ND to carry away the oil/gas, and couldn't get enough 20 subscribers to justify it. WIsh I remembered the name of the pipeline firm, but hey, you have your opinion, I have mine. I'm earning dividends regardless, and eventually prices will rise, whether it's 2 years or 10.
    Apr 22 01:04 PM | Likes Like |Link to Comment
  • Natural gas soars after bullish supply data [View news story]
    inventories are at their lowest levels in over 10 will be interesting to see if production will be ramped up to fill it.
    I personally don't believe we're in a bubble, as the prices are too low for incremental production to be brought online.
    Apr 17 01:23 PM | 1 Like Like |Link to Comment
  • Natural gas soars after bullish supply data [View news story]
    Stringed, there is no way to win at investing in natural gas futures.
    Let me encourage you to purchase dividend paying equities that will benefit in the upcoming, multi-year (decade?) slow-and steady upwards rise in natural gas prices that will us sleep well at night:
    Names like VNR, BBEP are MLPs that hedge for 3-4 years out. ECA, UPL, EQT, BIREF, AAV, PEYUF are some others. I own them all and all are doing well. Look at their multi-year charts of price - no fancy technical analysis needed - and you'll see how low they were as nat gas was on the way from $10 to $2....and look at them now as gas goes back from $2 to $10.
    Hope that helps.
    Gas futures are just gambling. You'll never win long term.
    Apr 17 01:09 PM | 1 Like Like |Link to Comment
  • Buy Annaly, Not High Risk Debt [View article]
    WOULDN"T cause a shock to the share price
    Apr 10 03:59 PM | Likes Like |Link to Comment
  • Buy Annaly, Not High Risk Debt [View article]
    And those dividend cuts, combined with interest rate movements, are exactly why it's time to buy NLY, in my opnion. It seems that the price has stabilized now that the scared money sold out when the FEd freaked the world out last summer with talk of interest rate increases (which I don't believe will happen, perhaps in our lifetimes. THat may not be accurate, yet NLY is priced so much lower that a gentle increase in interest rates, if it does happen, would now cause such a shock to the share price this time, coming off such a lower valuation)
    Apr 10 01:48 PM | 2 Likes Like |Link to Comment
  • Buy Annaly, Not High Risk Debt [View article]
    And I'm long CAT because they dig so much coal, with plans for lunar expansion.
    Long CAT.
    Apr 10 09:09 AM | 1 Like Like |Link to Comment