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  • Key Takeaways From Yamana Gold's 4Q Report [View article]
    Mgmt execution is the problem imo. The have decent reserves, but they can't seem to translate that into profits. That's mgmt's fault.
    Feb 12, 2015. 10:52 AM | 2 Likes Like |Link to Comment
  • Why We're Cautious On Credit [View article]
    Good info-thank you.

    What type of allocation would you be comfortable with w/re to stocks, bonds, and cash right now based on the above???

    Where are you potentially seeing oppt given the scenario you've laid out??
    Feb 11, 2015. 12:02 AM | Likes Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    Agreed. I would have thought they would have had a Plan B if oil tumbled. Guess not. All things considered tho, I don't think it's the end of the world for them. Yield is around 5.8% at pps of $24 I believe now.
    Feb 10, 2015. 11:15 AM | Likes Like |Link to Comment
  • Fifth Street Finance's Upcoming Fiscal Q1 2015 Net Asset Value Projection [View article]
    Wow, thats a helpful comment. U must have been the class favorite.
    Feb 9, 2015. 05:01 PM | 2 Likes Like |Link to Comment
  • Exit Lorillard Before Earnings [View article]
    Myopic view of cig biz and cig stocks imo. Price increases have worked for decades. Why wd they all of a sudden not work now??
    Feb 9, 2015. 04:51 PM | Likes Like |Link to Comment
    Candlesticks actually do make sense to me. I'm certainly not an expert, but I've found them very helpful as they give me a feel for price direction (part art, part science I guess).
    Feb 9, 2015. 01:36 AM | Likes Like |Link to Comment
  • Altria: What Can Be Expected After Reviewing Q4 And Full-Year 2014 Results? [View article]
    Interesting take-thank you.

    What do you think the Fed Gov't will rule on menthols???
    Feb 9, 2015. 01:33 AM | Likes Like |Link to Comment
  • Insider Buys And Sells: Hess Corp., Microsoft [View article]
    I believe Mr Gates has pre-programmed sales regardless of MSFT pps.
    Feb 8, 2015. 12:52 PM | 2 Likes Like |Link to Comment
    Hi MC. I know a guy who uses it regularly (he's a Phd in math fwiw) and does very well. I've looked at it, and noticed some things that are helpful, but it never clicked for me either. It always struck me as one of those things that makes sense, as long as you look backwards.
    Feb 8, 2015. 12:47 AM | Likes Like |Link to Comment
  • ConocoPhillips' Pragmatic Management Continues To Be Ahead Of The Curve (And Exxon Mobil) [View article]
    Stephen: Ck out LRE.
    Feb 7, 2015. 12:54 AM | 1 Like Like |Link to Comment
  • Update: Philip Morris - Operating Performance Stays Satisfactory [View article]
    It will be interesting to see if the 5% threshold can maintain a floor for the stock.

    I agree that the stock is dead money for 2015, unless the $USD magically takes a dive.

    The p/e will rise even as the pps goes nowhere as eps estimates come down further (if they do), esp if the next q is along the same lines as this most recent one-or worse.
    Feb 6, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • Yes, Low Rates Justify Higher REIT Prices - But Watch Out When The Trend Changes [View article]

    Do you have and thoughts on OHI???

    Feb 6, 2015. 04:06 PM | Likes Like |Link to Comment
  • Gold Is In A Bull Market And Stocks Are In A Bear Market [View article]
    I think p/e expansion will continue, albeit slowly and if the dollar stays strong, we will likely see more inflows into stocks (much of it from abroad).
    Feb 6, 2015. 12:33 PM | Likes Like |Link to Comment
  • Gold Is In A Bull Market And Stocks Are In A Bear Market [View article]
    Interesting article and perspective, Eric-thank you.

    "Periods of economic prosperity are characterized by strong and steady output growth, which is beneficial for stock prices. And such environments are often accompanied by political and financial harmony as well as pricing stability."

    Most economic indicators/reports show the US doing well, even if we are the 'best house in a bad neighborhood'. Wouldn't that continue to be a tailwind for most stocks (esp those with most business in USA)???

    I have most of my acct $ in stocks, but I have one acct that is playing this recent upmove in gold by only holding a couple of gold stocks. So far, it's been mostly back and forth, tho I'm up a bit. Looking at technicals only, I feel pretty confident that these gold stocks are going higher. HOW much higher is debatable of course, but if we see a confluence of events whereby the dollar corrects hard and oil continues back up, stocks will likely continue up too. Gold stocks seem to be going against stocks, one up while the other is down and vice versa. For now, I'm holding the gold stocks as a contrarian, swing play. Seems the whole world wants inflation but can't figure out how to get it. When they do, stocks and gold will be great places to be, esp gold (and hopefully, gold stocks).
    Feb 6, 2015. 01:09 AM | 3 Likes Like |Link to Comment
  • The Power Of Fear: Is Gilead A Buy Or Sell In 2015 After 1st Quarter Guidance? [View article]
    Strong buying (funds, etc) slowed way down by the end of last summer, and it's been range bound since then. When the fundies get back to buying with conviction, that's when this will breakout again. Individual investors won't move the needle much, tho traders will/are likely (to) have fun.
    Feb 5, 2015. 11:00 AM | Likes Like |Link to Comment