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thomas j. flaherty

thomas j. flaherty
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  • CMS Bancorp And... One Million Dollars [View article]
    According to the year end 2013 CMSB 10k Cubi/Sidhu owns more than 20% of CMBS and is by far the largest holder of stock. What do you think he will do? Is he appealing to the regulators? Can he block a take over from another bank? More importantly, what did you name the sailboats?
    Jul 18 10:21 AM | 1 Like Like |Link to Comment
  • CMS Bancorp And... One Million Dollars [View article]
    How much of CMSB does cubi/Sidhu own? What do you think he will do? Does it matter?
    Jul 17 11:34 PM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    You are factually correct, you did not use the word "disappointment". You are parsing however. What you just said was:
    "This massive optimism presents a risk for Aapl shares." I assume you mean that over optimism or whatver you want to call it will lead to an opportunity to buy the shares cheaper. Clearly you are discribing down side risk (from hereor from some point higher). What I am asking is ....how do you think we should trade aapl from here given your view. What is funny is that you chose tonot answer my question. So I will try again.
    Jun 25 10:35 AM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    So wait for the disappointment and buy the stock even cheaper? Would you sell now to buy it back. What is your trade?
    Jun 24 10:08 PM | Likes Like |Link to Comment
  • Kinder Morgan: Vast Untapped Opportunity Looms [View article]
    So what is your point? That you are ignorant and wealthy?
    Jun 18 11:09 PM | 3 Likes Like |Link to Comment
  • Apple: Now Things Get Really Interesting [View article]
    Thanks for the article. I am long Aapl and am wondering also about how aggressive they will be on the buy back going forward. A broad market correction may give Aapl a nice trade at say around 560ish or 14x $40 p/s worst case. A nice spot to sell puts. I would expect trading volume to increase in both number of shares and gross dollar amounts after the split. I prefer buy backs to larger divs all day long, and I am retired on fixed income. I am optimistic on beats....don't see how Bezos gets all the trust with no earnings and Cook gets the hairy eyeball for bustin a few moves ...long overdue at Aapl imho.
    May 19 01:19 AM | 4 Likes Like |Link to Comment
  • The Latest Thinking On Best Practices In Retirement Planning [View article]
    Low rates make this a difficult time to retire...yes especially if you but annuities! Maybenot is spot on.
    May 16 08:31 PM | 6 Likes Like |Link to Comment
  • Boat Naming Help Needed [View instapost]
    Name one boat "talent" name the other boat "hard work" , your kids will get the message.
    May 12 07:40 PM | 3 Likes Like |Link to Comment
  • Government reportedly wants more than $13B from BofA over mortgages [View news story]
    Let me explain my view Geodan. I think we can agree that our choices in elections are not between perfection and candidate X but between two imperfect candidates, both likely to disappoint at least half the public. Do you disagree?
    All politicians lie about some thing eventually. I am sorry if you didn't know.

    The difference is in the severity and consequences of their lies, and actions or failure to act. The difference is the impact: how big, how nefarious,was the lie. How about the big one about weapons of mass destruction, mushroom clouds etc. etc. from Iraq . Do you remember that one? Get yourself to a V.A hospital and take a look. I have. Didnt hear anyone crying about the IRS scandal there. They got more pressing issues.

    I did not vote for Obama. I did not vote for Bush. My guess is you hate Obama (self evident) and you voted for Republican candidates. Like Bush. Please tell me I am wrong.
    The truth is that 911 happened on Bush's watch. Thats your guy. His war in Iraq was a fiasco and a failure based on lies, and he wasted tens of thousands of young American lives, and for what?
    So that you could be free to whine about the latest Fox news made up scandal that no one will remember two years from now because Hillary Clinton will be getting all of heat because of some lie. I hope its a small one. The big ones cost too much.
    Apr 25 08:38 PM | Likes Like |Link to Comment
  • Government reportedly wants more than $13B from BofA over mortgages [View news story]
    Yes geodon lets elect another Bush, the last one worked out so well?!! We all love depression and war, Bring it on!
    Apr 24 06:56 PM | 2 Likes Like |Link to Comment
  • Kain buying mREIT shares at AC Mortgage as well [View news story]
    When they are headed to 60 cents? Just sayin...
    Feb 6 09:37 PM | 1 Like Like |Link to Comment
  • Aqua America Inc declares $0.152 dividend [View news story]
    Wtf? Oops
    Feb 5 10:50 PM | Likes Like |Link to Comment
  • Apple Is Living On Borrowed Time [View article]
    Noooo! Mr. Blair please stay short and short more! Be a man of conviction. Don't flip flop now! You were so close to that Darwin award!
    Dec 23 07:22 PM | 2 Likes Like |Link to Comment
  • WSJ: H-P replacing Verizon as Obamacare site hosting provider [View news story]
    Lol Obama is failing at health care yes. But compared to Bush? Are smokin rope or just a dope?
    Nov 28 12:36 AM | Likes Like |Link to Comment
  • Jim Cramer Is Just Plain Wrong About Annaly [View article]
    He doesn't understand mortgage reits, but he has plainly and repeatedly said so. He is smart enough to figure it all out if he wants too. So he should just stop telling others what to do with Reits until he has "done the homework".
    Mostly he was a loyal fan, and put his trust in the chairman of NLY a Mr. Farrell, who unfortunately, sadly, died of an aggressive cancer. Since then, Cramer turned negative because his long investment thesis was based on loyalty and not real analysis.
    There are a lot of oversimplifications on SA about mtg REITS from folks who do not even understand total return, much less negative convexity, Swaptions, repo funding etc etc. The simple approach of buy and hold may work for them anyway, and you may not have to know a bond from a birth certificate. Mr. Davis has done a good job here in simplifying a difficult investment. I would also recommend everything done on SA by Mr. Kennedy on AGNC. Long agnc and nly.
    Oct 27 12:19 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
117 Comments
114 Likes