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alexkeywest

alexkeywest
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  • TrueCar: Continuing To Wait And See [View article]
    Any thoughts about the California car dealers association's lawsuit? Probably as significant as your downgrade.
    May 21, 2015. 05:12 PM | Likes Like |Link to Comment
  • The 3-Month T-Bill Rate: 3.70% Average In 2025, But The Devil Is In The Details [View article]
    You do realize financial statistics such as stock prices, bond prices and interest rates are not Gaussian.
    May 19, 2015. 09:08 PM | Likes Like |Link to Comment
  • Cedar Fair Facing Uneven Growth [View article]
    I've owned FUN since 2012 at an avg price of 26.45. It's been a fun ride. As to writing calls, options on this stock are very illiquid and it's difficult to capture a reasonable premium. I'll probably scale back my position over the next few months.
    May 13, 2015. 06:51 PM | Likes Like |Link to Comment
  • How To Invest In The Indian Stock Market - Part 5 [View article]
    Click on the author's name/profile and the on the left side click on "all articles"
    May 13, 2015. 11:41 AM | Likes Like |Link to Comment
  • Big Positive Reversal In Treasuries [View article]
    So, we get an article about a chart where the dots seem to be random and give no indication of anything...thanks....I look forward to your next insightful article.
    May 13, 2015. 01:20 AM | Likes Like |Link to Comment
  • Equity REIT Prices And Interest Rates - Correlated Or Not? [View article]
    habrKorn: I agree. One should run regression analyses to ascertain correlations. By my read, the author just looked at the charts and intuited whether or not there was a correlation.

    It would seem to me the sensitivity to interest rates probably varies to some extent by the underlying asset class. For example, O's portfolio consists of long term leases with modest escalators and should be more rate sensitive than an e-REIT with a portfolio of shorter duration assets, such as AIV, apartments, or CLDT, a hotel REIT.

    I think it's a much more complex topic than looking at charts to see if you see a "correlation" implies.
    May 11, 2015. 02:47 PM | 1 Like Like |Link to Comment
  • That Ship Has Sailed [View article]
    My cappuccino got cold waiting for George's column this week.
    May 10, 2015. 11:35 AM | Likes Like |Link to Comment
  • This High-Dividend Stock Yields Over 10%, Has 20% Dividend Growth, Will Pay A Special Dividend In 2015 [View article]
    To the extent that they pay the special dividend in stock, it's meaningless and delusional to consider it "income" or "yield".
    May 10, 2015. 08:40 AM | 3 Likes Like |Link to Comment
  • Correction 2015: Are You Prepared? [View article]
    In Step 2 above you indicate that Delta is a measure of the probability that the option will finish in the money.
    Since delta is usually defined as the expected move in the price of the option for each $1 move in the underlying share price, I'm not sure how that implies a probability of finishing in the money.
    May 7, 2015. 01:52 PM | 1 Like Like |Link to Comment
  • That Ship Has Sailed [View article]
    Why don't you folks ranting about SSI start your own article. I'm sure George appreciates the page views, but this diversion is a waste of time.
    May 6, 2015. 08:08 PM | Likes Like |Link to Comment
  • Tech, Immigration, Tourism, And Exports Can Defuse Japan's Demographic Time Bomb [View article]
    Japan is the most xenophobic racist developed country on the face of the earth. I concur with the post above-immigration-you can't be serious.
    May 6, 2015. 07:49 PM | 1 Like Like |Link to Comment
  • In The Wake Of Tesla Announcement, SunEdison Or SolarCity? [View article]
    I think this battery BS was a diversionary tactic by Elon, who is a master of hype and promotion. If I had to venture a guess, next week's TSLA earnings' release will be a tad short.

    For what it's worth I have a generator that runs on LNG with enough supply of gas to run my house for a week full tilt 24-7 with AC. I live in a hurricane zone so the precaution is not extreme. The idea of this silly battery is preposterous.
    May 1, 2015. 09:17 PM | 7 Likes Like |Link to Comment
  • Preferred ETFs: 5-6% Yields, But What Are The Risks? [View article]
    What did rates do during that time and what do you think rates will do going forward? Over the last few years the best trade was the 30 year treasury...do you think that will be true over the next few years?
    May 1, 2015. 06:30 PM | Likes Like |Link to Comment
  • Preferred ETFs: 5-6% Yields, But What Are The Risks? [View article]
    It has a duration of more than 16 years. Be careful. If you don't understand duration, do not buy any fixed income instrument.
    Apr 30, 2015. 07:33 PM | Likes Like |Link to Comment
  • Risk/Reward Ratio Stacks Up For Peabody Energy [View article]
    Against which currencies do you see the dollar falling and why?
    Apr 30, 2015. 07:16 PM | 1 Like Like |Link to Comment
COMMENTS STATS
296 Comments
629 Likes