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User 6267481

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  • American Capital Agency Corp. Grows Toward The Future [View article]
    I don't think interest rates will materially rise in 2015 or 2016. We are in a low growth (at best) environment, and I think AGNC will do well over the next several years.
    Aug 7 10:06 PM | 3 Likes Like |Link to Comment
  • Was This A Kitchen Sink Quarter For General Motors? [View article]
    GM is a tremendous value. If you benchmark their vehicles vs. the competition, you see that Cadillac represents great value to luxury car buyers (discount vs. BMW/Mercedes), and you see that their big SUVs and trucks are best in class (high margins). In terms of quality of current production, it is like splitting hairs to say who's best. GM's R&D leads the industry. They will work through their current situation. AND, with favorable financials, they are poised to do very well for many years. Excellent buy at these levels.
    Jul 29 08:48 PM | 4 Likes Like |Link to Comment
  • Was This A Kitchen Sink Quarter For General Motors? [View article]
    What are you talking about????? You make no sense.
    Jul 29 08:42 PM | 2 Likes Like |Link to Comment
  • Was This A Kitchen Sink Quarter For General Motors? [View article]
    Crazy talk.
    Jul 29 08:41 PM | 1 Like Like |Link to Comment
  • Was This A Kitchen Sink Quarter For General Motors? [View article]
    Inaccurate and unfair post. GM has great product and has fixed their issues. GM is a great value at these levels.
    Jul 29 08:40 PM | 3 Likes Like |Link to Comment
  • Medifast A Sell Ahead Of Earnings As Diet Sector Evolves Past Meetings And 'Coaches' [View article]
    Why the angst man? What's your track record?
    Mar 11 08:47 PM | Likes Like |Link to Comment
  • Medifast A Sell Ahead Of Earnings As Diet Sector Evolves Past Meetings And 'Coaches' [View article]
    I guess I meant that if someone is overweight, and they're struggling with how to "do it themselves," does Medifast appeal to the average, middle class consumer? Seems like they do, in that, it's a relatively small premium to buying meals from a grocery store...Thanks for your thoughts.
    Mar 10 08:43 PM | Likes Like |Link to Comment
  • Medifast A Sell Ahead Of Earnings As Diet Sector Evolves Past Meetings And 'Coaches' [View article]
    John, can you please talk about MED's role in the future of the "healthy weight loss" industry. Seems like a booming industry in the years to come, and getting healthy meals seems like a sustainable way for someone to lose and control their weight. Would appreciate some of your thoughts on MED.
    Mar 7 11:41 PM | Likes Like |Link to Comment
  • Medifast A Sell Ahead Of Earnings As Diet Sector Evolves Past Meetings And 'Coaches' [View article]
    I would actually like to hear more from John and less from you.
    Mar 7 11:38 PM | Likes Like |Link to Comment
  • American Capital Agency: The Bottom Is Here And Risk Is To The Upside [View article]
    Good article. I think the future is bright for AGNC...I think a very big move to the upside is coming later in 2014 as dividends increase.
    Jan 24 10:23 PM | 4 Likes Like |Link to Comment
  • American Capital Agency's Management Presents at Citi Global Financial Conference (Transcript) [View article]
    AGNC will do fantastically over the next 10-15 years with low rates persisting. Great time to buy now if you have a long term horizon.

    AGNC is heavily shorted from time to time, so you have to just ignore alot of the volatility.

    I see a long period of growth and income for AGNC for quite some time.
    Nov 21 08:13 PM | 3 Likes Like |Link to Comment
  • Cheap mREIT sector could get cheaper [View news story]
    If interest rates rise like you speak of, there will be a major depression. Please explain to me in detail how and why the FED would lose control of the bond market.
    Nov 11 08:56 PM | 2 Likes Like |Link to Comment
  • Cheap mREIT sector could get cheaper [View news story]
    For those who think interest rates are going up, why would the FED just let that happen after all the work they've done? Why would they shoot the country they work for in the foot when they don't need to?

    Doomsday predictions talk about:
    1. Inflation
    2. Falling $USD
    3. Bond vigilantes selling their bonds, shorting bonds...
    4. 30 year bond market can't continue...
    5. China will sell their bonds...

    There is no inflation. The $USD largely has not fallen. Name me one mega-billion dollar "bond vigilatne?" What if 30 year bond market turns into a 50 year bond market? China cannot threaten the U.S. by "selling their bonds," because they desperately need the U.S.

    Point is...the mREIT sector, particularly AGNC, will have at least 10 more years of favorable conditions to have 10%+ dividends.
    Nov 11 08:56 PM | 3 Likes Like |Link to Comment
  • Was I Wrong? Reassessing American Capital Agency's Situation [View article]
    I think the macro environment for AGNC is favorable. The FED will keep control of the bond market keeping rates low, and they will do whatever it takes. This will allow a stable environment for AGNC's business.
    Nov 8 02:26 AM | Likes Like |Link to Comment
  • There Is A Lot Of Misinformation About American Capital Agency's Q3 Earnings - They're Decent [View article]
    I don't see how rates go up, I don't buy it. If rates go up even a little bit more, housing will slow...FED's not going to let that happen.
    Oct 30 09:37 PM | Likes Like |Link to Comment
COMMENTS STATS
21 Comments
33 Likes