Seeking Alpha

johnking3

johnking3
Send Message
View as an RSS Feed
View johnking3's Comments BY TICKER:
Latest  |  Highest rated
  • Detailed Case To Short The S&P 500: This Time Isn't Different [View article]
    We track market momentum & trends. We have a calculation that warns us when things are changing. So far, the shorts are losing despite the correct fundamentals cited here. With margin debt at all time highs and the RUT at 85x, the odds do not favor the longs. That said, the market can in fact, stay irrational for a very long time and while we watch TWM closely, we cannot suggest a buy until the longs all try to make an exit, which is never orderly
    Mar 24 05:04 PM | Likes Like |Link to Comment
  • With Its 7.6% (And Growing) Yield Admiral Plc Could Be The Perfect Stock For Retirement [View article]
    Nice report but the stock trades by appointment. Hard to buy and harder to sell.
    Nov 9 02:09 PM | 2 Likes Like |Link to Comment
  • JCPennies: Buy For 40 Cents On The Dollar [View article]
    Retailers rarely recover from these things. Best to move on. The assets are worth 10 cents on the dollar.
    Oct 1 10:17 AM | 1 Like Like |Link to Comment
  • Median Household Income Growth: Deflating The American Dream [View article]
    Great stuff, thanks
    Sep 24 12:31 PM | 1 Like Like |Link to Comment
  • Apple: $54 Billion Crash; China Segment Now Valued At $0 [View article]
    These valuations are great and they are why we also use technical analysis as an adjunct to fundamentals. You can sit on a value stock for years and get nowhere. Value stocks often become even more valuable before they move higher. The combo helps us ID the value then we wait until the market recognizes it. less frustration, more profits, more fun.
    Sep 17 12:40 PM | 1 Like Like |Link to Comment
  • Capstead Mortgage Part Two: 3 Negatives And 1 More Positive [View article]
    Good analysis. We're not a fundamental house but we know good research when we see it. Thanks.
    Sep 12 12:10 PM | 1 Like Like |Link to Comment
  • What 'Intrinsic Value' Might Warren Buffett Assign To Linn Energy Common Units? [View article]
    Thanks for the Very long analysis but the bottom line is that no-one should buy this stock unless it trades at a substantial discount to your estimates - assuming you're right - if for no other reason, as you have illustrated, that they either are cooking the books or are ignorant of correct accounting procedures and the normal cushion one would need to succeed in any investment should be even larger.
    Sep 5 03:47 PM | 2 Likes Like |Link to Comment
  • GOP Hearings On Climate Change May Threaten Entire Green Economy [View article]
    When I was in HS, the media was all hyped about the coming Ice Age. I must've missed it and will likely miss the planet going up in smoke as the tides flood Ohio & Nevada.
    Aug 29 03:11 PM | 6 Likes Like |Link to Comment
  • The Minimum-Wage Stimulus [View article]
    Economic illiteracy at its finest.....
    Jun 25 10:47 AM | 1 Like Like |Link to Comment
  • Tesla Motors' Full Analysis, Its Only Mistake, Outlook And Elon Musk [View article]
    Price will tell you all you need to know unless you'd rather be right than be a successful investor.
    Apr 29 11:50 AM | Likes Like |Link to Comment
  • Does Momentum Investing Actually Work? [View article]
    Thanks for a well written explanation of how & why the concept works. We have been using it for the past 7 years with excellent results. That said, past performance is not a guarantee of future success.
    Apr 11 05:39 PM | 1 Like Like |Link to Comment
  • Danger: Unexploded Bomb In Your Preferred Stock Portfolio [View article]
    Good article and great points. Most people haven't a clue about Pfd's or bonds for that matter. Leaving your fate up to herd mentality bond managers can be harmful and the Fed has made everything more difficult for the unaware.
    Mar 27 02:56 PM | 6 Likes Like |Link to Comment
  • How Gas Really Gets Priced [View article]
    Great job! Thanks
    Mar 15 01:15 PM | 6 Likes Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    RE: "Here they come...i.e., the comments about the Fed supporting everything..."
    What if the Fed stops? Not likely anytime soon but the real trap is that they can't stop. There is never a time in history when a Central Bank has found it politically digestible to do so.
    But that's history. The bulls like to proclain victory by pointing to the rise from 2009 to now as proof. But what does this actually prove? That if you were prescient enough to spot the bottom - or something close to it - and stayed aboard, you made good money. The facts end there and we find ourselves with a $3 Trillion Fed balance sheet; 7.9% unemployment; less than 2% GDP growth and fiscal deficit of a $Trillion or more per year for the foreseeable future. Housing still stinks and all the money printing has produced less and less return as time has passed.
    Those are also facts. The trick will be to figure out the next market move. We have built a business around the attempt and while not perfect - unlike the certainty of the author - we will be happy to review "The future" when it becomes the past in a years time.
    Feb 22 02:34 PM | Likes Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    The market is slowing down, the writer may be right with all of the "what-ifs" but the evindence is not on his side currently.
    http://bit.ly/LQUsNG
    Feb 22 01:26 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
47 Comments
63 Likes