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meamakim

meamakim
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  • Seadrill Partners Safe From Oil Downturn [View article]
    Is there a benefit to owning SDPL over SDRL? If so, can you explain? (I'm long SDRL).

    Thanks!
    Jan 7, 2015. 09:22 AM | Likes Like |Link to Comment
  • The Unnatural Decline Of The U.S. Labor Force [View article]
    A little leverage? Like what?
    Nov 8, 2014. 11:44 PM | Likes Like |Link to Comment
  • The Unnatural Decline Of The U.S. Labor Force [View article]
    Exactly.
    Nov 8, 2014. 11:43 PM | Likes Like |Link to Comment
  • The Unnatural Decline Of The U.S. Labor Force [View article]
    Many, many, many businesses spend money inefficiently. But not quite inefficiently enough to go out of business. Just because they stay in business doesn't mean they are efficient.

    When you are a big pharma company with the patent to an essential new drug or medicine, you can spend money very inefficiently, and still stay in business and be profitable. And that is not a bad thing. But it does not mean you are more efficient than the government, it just means your business model is succeeding despite inefficiencies.

    The government is not a business, and so it should not be held to the same standard as a business. Businesses and the wealthy can take care of themselves. The government is for taking care of those not fortunate enough to be wealthy.
    Nov 8, 2014. 11:42 PM | 4 Likes Like |Link to Comment
  • The Unnatural Decline Of The U.S. Labor Force [View article]
    Roads, laws, and currency for starters.
    Nov 8, 2014. 11:35 PM | 2 Likes Like |Link to Comment
  • The Unnatural Decline Of The U.S. Labor Force [View article]
    Businesses routinely waste incredible amounts of money. I have witnessed this first hand as an employee and then in a consulting capacity.

    Examples include projects that get discontinued by new bosses for political reasons, or simply forgotten; products produced and then discarded or destroyed, inventory "shrinkage," misconceived reorganizations, employees underutilized or assigned to tasks without the proper skills, company "motivational" events, not to mention the massive waste of time associated with office politics.

    In some major companies they are so inefficient on a daily basis that it is amazing that they are able to stay in business, much less generate a profit.

    The idea that government is less efficient than business is a myth. It depends on which specific organizations are being compared, and the criteria being used to evaluate.

    However, I am quite pleased that they do waste so much money, because that is money that gets poured back into the economy to create jobs and allow more people to make a living.
    Nov 7, 2014. 12:26 AM | 3 Likes Like |Link to Comment
  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    Chuck: would love to see articles on what time frames to compare on fastgraphs, and the use of the earnings calculator tool!

    FG is a great tool and I would love to understand it better, and be able to use to full potential. BTW- showed it to a friend yesterday and I think you will have a new user.
    Aug 24, 2014. 10:32 AM | Likes Like |Link to Comment
  • 10 Stocks To Buy Now: Be Cautious - But Don't Panic: Part 2 [View article]
    If you have conviction on the stocks for the long term, you can "buy" many of them at 20% off by selling put options at strikes 20% below current prices (and taking in a healthy premium).

    Of course if they drop to that level or below, you better be ready to follow through and actually buy them (or take a loss on the options).
    May 16, 2014. 09:58 PM | Likes Like |Link to Comment
  • Cook Does Icahn's Dirty Work At Apple [View article]
    The point of the article is not whether apple is a good or bad company. The point is that it is turning into a better options trading vehicle.

    I am cheering the stock "split." With a lower priced stock I can put on options positions with less capital, and that's what it's all about.

    Slicing the baloney thinner, right George?
    Apr 24, 2014. 09:12 AM | 2 Likes Like |Link to Comment
  • Rolling The Dice With Earnings [View article]
    Thanks. I guess they are more volatile stocks than some, but not as volatile as many.

    I am trying to get strike prices 30%-50% below current levels. Recent positions include TEVA @ 30 (40% of current price), NUS @ 40 (50% of current price).

    To hit those levels these stocks would really have to plummet (not that it couldn't happen by Jan 16).

    "You pays your money and your takes your chances."
    Apr 20, 2014. 12:31 PM | Likes Like |Link to Comment
  • Rolling The Dice With Earnings [View article]
    Have started selling very far otm puts for jan16. Getting 15% annualized with minimal risk. If the underlying rises I can get out early for a higher annualized and redeploy. Course I am using margin but the time horizon is so long. Comments on the strategy?
    Apr 19, 2014. 09:59 AM | Likes Like |Link to Comment
  • Stocks Are Two-Faced, And One Is A Pathological Liar [View article]
    Great article (as usual). I am a very satisfied Fastgraphs subscriber. However, this article and the comments bring up a question about earnings projections that I am hoping to better understand:

    Assuming the earning projections include the (probably rosy) estimates from the company, and the (supposedly objective) estimates of analysts, what does that say about companies that show flat earning estimates? Who cares what their fair valuation is?

    For example - DE (Deere). Looks undervalued on Fastgraphs, but it also look like there is no projected earnings growth into the future. So probably no price appreciation to be expected and with a dividend of 2.3% that isn't enough to make it all that attractive either. Is there any case for buying an "undervalued" stock like that? Same for CVX (although the dividend is better). After all, without growing earnings, how can a company grow its dividend?

    So - for a company with flat earning projections and an average sized dividend, for what reason is there to buy the stock?
    Mar 7, 2014. 12:17 PM | 3 Likes Like |Link to Comment
  • Nothing To See Here [View article]
    Your reply makes a lot of sense. I have mostly been selling puts on oversold/undervalued "old reliables." If they are not assigned I win, if they get assigned, I am glad to get the stock at the lower price, and start writing calls (or wait until it gets back to a decent call-writing level).

    I've tried a lot of other options strategies (condors, straddles, etc.) but they seem to take too much managing. Also, I've gotten hurt selling calls at what I think is the top.

    How do you play the earnings announcements, and ex-dividend dates?
    Feb 24, 2014. 05:16 PM | Likes Like |Link to Comment
  • Nothing To See Here [View article]
    Why are they an inefficient way of securing yield?
    Feb 24, 2014. 08:19 AM | Likes Like |Link to Comment
  • A Case For Holding Some Cash In This Market [View article]
    I like this strategy too. However, I have found that doing them cash-secured doesn't generate so much return. However, using margin can get a little dicey.
    Dec 17, 2013. 11:27 PM | 1 Like Like |Link to Comment
COMMENTS STATS
34 Comments
21 Likes