Seeking Alpha

giorgiolb

giorgiolb
Send Message
View as an RSS Feed
View giorgiolb's Comments BY TICKER:
Latest  |  Highest rated
  • The Hard Truth Of Dividend-Growth Investing [View article]
    Golfer,

    Fervent beats apathetic.
    Feb 20, 2013. 05:30 PM | 5 Likes Like |Link to Comment
  • The Number Of Deaths Is Increasing And Where To Invest [View article]
    Trust,

    So are you short STON?
    Feb 19, 2013. 09:39 PM | Likes Like |Link to Comment
  • Cash Hoards On The Sidelines And The Great Rotation: Old Myths Meet A New Reality [View article]
    James,

    I thrive on metaphors, but it seems you're more of a literal sort of guy.

    Politicians must drive you absolutely crazy.
    Feb 19, 2013. 09:22 PM | 1 Like Like |Link to Comment
  • Is Austerity The Solution To USA's Problems? [View article]
    Macro,

    Obviously the good time wasn't so good.
    Feb 19, 2013. 03:54 PM | Likes Like |Link to Comment
  • Is Austerity The Solution To USA's Problems? [View article]
    Macro,

    Why would countries with high tax rates and liberal handout policies ever need austerity? The punchbowl is everfilling.
    Feb 19, 2013. 02:07 PM | Likes Like |Link to Comment
  • 5 Thoughts On The Berkshire/3G - Heinz Deal [View article]
    TAS<

    I relished your comment.
    Feb 19, 2013. 12:11 PM | Likes Like |Link to Comment
  • Cash Hoards On The Sidelines And The Great Rotation: Old Myths Meet A New Reality [View article]
    Interesting discussions.

    I do agree that the phrase "cash on the sidelines" is just a proxy for investor behavior, it's not to be taken literally.

    And I do have cash on my own sidelines, the only sidelines that count.
    Feb 19, 2013. 12:07 PM | Likes Like |Link to Comment
  • CenturyLink's Management Has Lost Its Mind [View article]
    tiki,

    Yes, every class-action law firm will be scurrying out from under their rocks.
    Feb 15, 2013. 11:26 AM | Likes Like |Link to Comment
  • Ignoring 52-Week Highs, Reinvesting Dividends And Other Lessons Learned [View article]
    Chowder,

    I don't confuse price with value. Just because something's cheap, that doesn't make it worth buying. And to your point, just because something's at a 52-week high doesn't necessarily make it a bad deal either.

    As a former swing trader, you know all stocks move in patterns. I prefer to buy good stocks at support levels rather than at resistance.
    I avoid chasing a stock after a breakout. It will come back down and retest, then I'll buy. Paying less for something is always better than paying more in my book.

    I don't believe we fundamentally disagree on much, I'm perhaps just more patient than most.
    Feb 15, 2013. 11:17 AM | 3 Likes Like |Link to Comment
  • Ignoring 52-Week Highs, Reinvesting Dividends And Other Lessons Learned [View article]
    Gratian,

    I'm still slowly increasing my cash position. When the time comes, I'm ready to strike.
    Feb 15, 2013. 11:00 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Why all the uproar? Nobody ever died from eating a little horsemeat...

    ...other than the horse, of course.
    Feb 15, 2013. 10:32 AM | 5 Likes Like |Link to Comment
  • Ignoring 52-Week Highs, Reinvesting Dividends And Other Lessons Learned [View article]
    Contraria,

    Sure you can do both if that's your investment style. You need to understand that I'm a very patient investor, I'll wait a long time until a stock hits my target price. If it never does, c'est la vie, there's always something else.

    I do own some of those fully valued stocks, but in my case they were bought or added to during downturns. I haven't bought any lately and in fact have lightened my positions on a few.

    If I'd owned HNZ, I would have likely sold this morning. I doubt if there's much more upside.
    Feb 14, 2013. 05:59 PM | 3 Likes Like |Link to Comment
  • Ignoring 52-Week Highs, Reinvesting Dividends And Other Lessons Learned [View article]
    Chowder,

    As a deep value-loving kind of guy, I have to disagree with a heavy heart.

    If it takes a big market correction or recession to bring such fully valued stocks into my target price range, I can wait. Warren Buffett apparently is more impatient.

    And I do understand what you're saying.
    Feb 14, 2013. 05:20 PM | 3 Likes Like |Link to Comment
  • Heinz May Be A Buffett Stock, But This Isn't A Buffett Price [View article]
    Dave,

    Buffett's willing to pay far more than I would for HNZ. he must really love their ketchup.
    Feb 14, 2013. 03:05 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Bob,

    I don't hate civic improvements or upgraded infrastructure, I hate governmental boondoggles.

    Have you ever been to Fresno or Bakersfield? A high speed train is way, way WAY down on the list of needed "civic improvements". So far down, it's not even there.
    Feb 14, 2013. 02:49 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
6,302 Comments
14,953 Likes