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6228371

6228371
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  • Gilead Sciences Looks Like A Contrarian Short [View article]
    Still under $100? A close over $100 tomorrow would be nice!

    Over $110 at the end of August, over $125 at the end of September, and over $150 at the end of the year would be even nicer! Imagine if GILD earns over $9 a share in 2014, and in several months gets to a reasonable multiple of earnings for a very fast growing company such as 30x!
    Aug 14 10:02 AM | 2 Likes Like |Link to Comment
  • Top 7 Reasons I'm Buying Silver Now [View article]
    Silver is very cheap. Buy SIL and SLW.

    http://bit.ly/1cyBNcz
    Aug 14 09:02 AM | Likes Like |Link to Comment
  • Sandstorm Gold Is Now A Sell As It Diverges From Its Business Model [View article]
    Besides buying some SLW, you should also buy some SAN shares. At the current price, SAN has huge appreciation potential. Also buy some GILD shares.
    Aug 14 06:42 AM | Likes Like |Link to Comment
  • Santander Looks Poised For Further Gains [View article]
    It seems like fair value for SAN should be around $13 at the end of the year, figuring around 65 cents a share earnings in 2014, an 8% payout rate, and 12% long term earnings growth. Others feel that long term earnings growth will be around 14%. If we use a 13% long term earnings growth and 7% dividend rate, fair value should be at 20x earnings. Some others though are even more conservative and have fair value listed as just $11.
    Aug 14 05:51 AM | 3 Likes Like |Link to Comment
  • Top 7 Reasons I'm Buying Silver Now [View article]
    "I am looking at a nice 500 millionen note from 1923 Weimar Republic for $10.00 USD. (Just saying)"

    For a wall display, the Zimbabwe $100 trillion dollar bill makes a nice reminder of how worthless paper money might be. I think these sell on Ebay for around $10 or so.

    http://bit.ly/TV2wlN
    Aug 14 03:55 AM | 4 Likes Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    I am not a day trader. I typically hold a stock anywhere from a few weeks to a few years. According to some, if some ever sells stocks they are a trader. Other definitions of "trader" is someone who typically holds a stock for less than day, and rarely holds it for more than a week.
    Aug 13 03:55 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    Yes, however the stock they buy might be very different than the one they just sold.
    Aug 13 03:32 PM | Likes Like |Link to Comment
  • Santander Looks Poised For Further Gains [View article]
    "If they are just issuing additional shares this is dilutive. If they are using treasury stock or retiring shares at the same time this is not dilutive (depending on the actuals number of shares)."

    Think of the scrip dividend as really amounting to a cash dividend plus a rights offering, but carried out in the scrip format to save shareholders on taxes.
    Aug 13 03:08 PM | 1 Like Like |Link to Comment
  • Top 7 Reasons I'm Buying Silver Now [View article]
    "Do you seriously not get it? If silver goes to $100 tomorrow, one would certainly not want to "cash out" and take the "profit" because there is no profit...it's simply a reflection of the dollar losing value."

    Well, yes and no. One could compare the price of silver to a basket of commodities, or to gold. So if silver goes to 5x its current price within a year, even if we have quite a bit of inflation overall, having silver worth 5x the number of dollars might still mean a 4x increase in purchasing power.
    Aug 13 03:05 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    'Many of those funds had distribution cuts in the past, some have had several cuts"

    Those payouts in the past were unsustainable, however for most of the call writing closed end funds the current payouts do seem sustainable.

    "A lot of those high yielders are mostly returning your capital to you."

    having payouts designated as return of capital is a good thing, as it isn't taxed immediately, but reduces the cost basis instead. Some funds now try to have as much of the payout as possible in the form of return of capital to save their shareholders on taxes. They often do this by taking losses to match the gains taken, while other appreciated shares keep appreciating, so they also have a good total return.

    "If you're happy to own them & know the risks involved that's fine. I just prefer other safer alternatives."

    These closed end funds that write covered calls have LOWER risk than typical mutual funds as the call writing income is a partial hedge against
    downturns, and gives them income to have high payouts.
    Aug 13 02:46 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Absurdity Of Believing That Dividends Don't Matter In Retirement [View article]
    It depends which funds. If a fund has a 9% payout, you could pretend the payout is only 4.5% and reinvest half the payout, so the future payouts will be growing.
    Aug 13 12:57 PM | 1 Like Like |Link to Comment
  • Every Dog Has Its Day: Why I'm Bullish On Staples [View article]
    "Please comment as to why you think ODP is the better company."

    ODP is heading for increased profitability. Note the analysts estimates for the next two quarters and for 2015. Staples' earnings are still decreasing though. Furthermore Staples isn't having that much success in reducing the store square footage. While Staples might feel they can have almost the same level of sales with half the square footage per store, getting landlords to agree to this downsizing of square footage isn't going so well, and they managed to reduce the store square footage in a very small number of stores.

    Crunching numbers using past ratios don't tell the story. It is where these companies are heading that counts, not where they have been.
    Aug 13 12:55 PM | Likes Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    GDX , SIL, and SLW are asset plays, not plays on current earnings. Silver probably won't show much strength until it is ready to explode upwards.
    Aug 13 12:47 PM | Likes Like |Link to Comment
  • Why You Should Consider Fossil Ahead Of Earnings [View article]
    Are you still so bullish on FOSL? It wouldn't surprise me if the stock gets back to around $68. Eventually when the retail climate recovers FOSL might recover nicely, however for now these types of stocks seem way too out of favor, and much too dangerous.
    Aug 13 12:44 PM | Likes Like |Link to Comment
  • Why I Am Adding Treasuries To My Retirement Portfolio [View article]
    Gold mining stocks and silver mining stocks aren't for a day trade or even a week trade. Keep in mind though that GDX is up 29.82% YTD compared to just 5.92% for the S&P500. GDX seems poised to further outperform the S&P500 going forward as inflation continues to increase.
    Aug 13 12:19 PM | Likes Like |Link to Comment
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