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jweissman

jweissman
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  • Why The 'Mean Reversion' Focus Can Be A Costly Blunder [View article]
    Putting into "practice" Reversion to the Mean = Market Timing
    Feb 20 09:36 AM | 3 Likes Like |Link to Comment
  • Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
    Excellent article, and very different from the usual at SA. It's no secret the reactionaries are "against" global warming, cough, I mean, climate change, but not one of "them", nor any of "us", will fail to benefit from ANY measure in slowing this geo-shift--resulting in cleaner air, water, soil, water. As always with "investing", Main Street and Wall Street are as polarized as the Tea Party and the Tree Huggers, poles which can be only incidentally reconciled, for never the twain shall meet.
    Jan 9 12:30 PM | 3 Likes Like |Link to Comment
  • Larry Swedroe Positions For 2013: Resist The Temptation To Stretch For Yield [View article]
    Thanks much for the interview. I also thank Larry for spending the time to carefully respond to any peep directly addressing him here. I consider him a teacher. Having sworn off seeking alpha, so to speak, and despite having found it more than once, I'm gradually entering new positions only in indexes, due in part to his comments in other articles.
    Dec 25 08:49 PM | 3 Likes Like |Link to Comment
  • TICC Capital: An Oversold High Dividend Stock Selling Below Book Value [View article]
    Long TICC. The "lesson" owning this company gave me is : Buy Low. My cost basis is @ 10.69, and my holding has been down in value for years now. TICC came back briefly a few months ago, but that didn't hold. Don't know the future, but whoever you are don't buy this company until you at least think--if "knowing is not possible--you will buy with a "margin of safety" . IMO, that price would be lower than
    ~ 8.50. Of course, the reason the price might be that low is crucial. Otherwise this is a "swing" trade.
    Nov 18 08:41 PM | 3 Likes Like |Link to Comment
  • Yield Trap: The PIMCO High Income Fund Is Too Good To Be True [View article]
    Thanks for the article. The Wizard of Pimco causes peep to throw money at him, no matter what's behind the curtain.
    Oct 24 09:30 AM | 3 Likes Like |Link to Comment
  • Then And Now: How Can We Profit From The 2010 Version Of The Fiscal Cliff? [View article]
    IMO it is idiocy to "play" dividends, special or regular.
    Sep 29 10:02 AM | 3 Likes Like |Link to Comment
  • On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
    Thanks much for this perspective, Eric, which I needed to help sort things out. I think there's a hierarchy of "values" which introduce complications; for example, if someone jobless expects, rite or rong, that the prospects of a job are good, or noticeably improving, they will not be bothered so much, much less politically offended, by gasoline prices. In a hopeless state however, gasoline prices, among other issues, exacerbate a feeling of helplessness for it's virtually impossible to fite prices at the pump--except, for what it may be worth, to vote for the other guy .
    Sep 1 10:06 AM | 3 Likes Like |Link to Comment
  • Who's Benefiting Most From The Recent Stock Sell-Off? [View article]
    Wall Street
    Main Street

    Never the twain shall meet.
    Jun 3 10:48 AM | 3 Likes Like |Link to Comment
  • ConocoPhillips: A Smart Way To Trade Oil [View article]
    Thanks for the article! I own COP, and wish I knew more about options ... Also, I just want to point out that attacking Iran will not inevitably raise the price of oil--afterall, this will be a war, and any "war in the middle east" will crash the entire market.
    Mar 10 09:34 PM | 3 Likes Like |Link to Comment
  • Asset Allocation 'Vs.' Dividend Growth Investing: A Handy Comparator [View article]
    Thank you thank you! After reading the perhaps well-meaning but self-serving article by Larry Swedroe -- passive indexes:yes, seeking alpha: no--here on, of all places, Seeking Alpha, and finding some of his and posters' comments kinda condescending--true beleevers cut little slack for the unfaithful--your article is fresh air. It's like you read my mind about my concerns with that article. Notwithstanding that I want to learn how to implement a strictly "passive index" portfolio, at least somewhere in a back pasture of my main holdings. Without really pronouncing it as such, or even choosing it in advance of gradually doing it over several years, I have gone the divi route.
    Feb 1 12:18 PM | 3 Likes Like |Link to Comment
  • 'Mistakes Even Smart Investors Make And How To Avoid Them': Larry Swedroe And The Zen Of Passive Investing [View article]
    The aggregate of "wisdom" found in passive indexes does indeed represent an "efficient market". At least from time to time! Thus, I feel the only way to exploit inefficiency is to buy/sell invididual companies, about which inefficient sentiment is often the most powerful force driving prices, and this, IMO, is true over long periods
    Jan 26 09:39 PM | 3 Likes Like |Link to Comment
  • The Future Of Refiners Foretold [View article]
    Great article; I consider you a guru.
    Jan 9 11:47 AM | 3 Likes Like |Link to Comment
  • Health care service companies are taking a hit today on reports that Medicare carriers in 11 states will begin performing 100% pre-payment audits on inpatient stays related to 15 cardiovascular and orthopedic treatments. There will be a 30-60 day period in which records will be reviewed to determine whether there was actually a medical necessity for the procedures that occurred during the hospital stay. THC -10%, HMA -8%, CYH -5.2%, HCA -7.4%, VHS -5.4%.  [View news story]
    My experience is that Medicare must audit doctors and hospitals. I saw directly amazingly out in the open abuse. Is it any surprise that "health care costs" are, have been, will be completely uncontrollable ?
    Dec 3 10:38 AM | 3 Likes Like |Link to Comment
  • Fixing Wall Street: Abolish Credit Default Swaps [View article]
    This is the Age of Computers ... It is easy to know when you have sold more insurance than you can cover in a worst case. AIG was not solvent enuf to cover even a small part of a worst case, and therefore fraudulent in selling CDS to begin with. Regulation = Enforcement
    Nov 6 12:49 PM | 3 Likes Like |Link to Comment
  • Europe Again Rattles Street's Confidence [View article]
    I remember the bumper sticker: What if they had a war and no one showed up. Bumper sticker this: What if they reported some "news" from Europe and no one sold off ...
    Oct 17 05:39 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
517 Comments
328 Likes