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Mitch Zeitz

Mitch Zeitz
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  • Update: Finally Some Good News For BP's Business Economic Loss Settlement [View article]
    "However, in the interest of keeping my reputation intact for being neutral with my BP articles, I will likely remain on the sidelines regardless."

    hah, good one
    Dec 20, 2014. 10:07 AM | 8 Likes Like |Link to Comment
  • Summary Of My Post-CPI Thoughts [View article]
    I apologize for my complete ignorance on this aspect of monetary policy, but doesn't raising rates prior to selling the bonds almost guarantee a large loss on their balance sheet (at taxpayer cost)?? Also, doesn't it seem like common sense to reverse the extraordinary action of QE prior to reversing traditional easing? Thanks again
    Dec 19, 2014. 03:23 PM | Likes Like |Link to Comment
  • Amazon's Christmas Gift For Investors: Growing Into Its Valuation [View article]
    Yes, see "Extraordinary Popular Delusions and the Madness of Crowds" for details.
    Dec 18, 2014. 04:19 PM | 2 Likes Like |Link to Comment
  • Amazon's Christmas Gift For Investors: Growing Into Its Valuation [View article]
    Don't take any pity on me please, I've done quite well shorting Amzn. In fact its down today despite the market being up 2.4%.
    Dec 18, 2014. 04:16 PM | 2 Likes Like |Link to Comment
  • Summary Of My Post-CPI Thoughts [View article]
    Any thoughts on Yellen saying that the Fed will raise rates prior to allowing any balance sheet run-off? thanks
    Dec 18, 2014. 02:09 PM | Likes Like |Link to Comment
  • Dissecting Tesla Motors' Competitive Advantages [View article]
    Clearly Toyota has led with Prius. 20 yrs of high volume sales. Of course, you'll say that its not pure EV, but I think sales is clearly the more important measure.
    Dec 18, 2014. 01:47 PM | 2 Likes Like |Link to Comment
  • Staples: Office Depot Merger Was A Long Time Coming? [View article]
    I agree with this analysis, though I do think even without a merger the benefits of store closures should be more apparent soon in SSS figures.
    Dec 17, 2014. 04:15 PM | Likes Like |Link to Comment
  • Dissecting Tesla Motors' Competitive Advantages [View article]
    The author is incredibly misguided in thinking TSLA is the kind of company Buffet would invest in. What proof in the financials indicate a moat? High ROE? Long history of abnormal earnings? Is Buffett a big investor is technology? No, because any advantage is quickly competed away. The idea that TSLA is a value play of some sort is very funny.
    Dec 17, 2014. 10:55 AM | 3 Likes Like |Link to Comment
  • No 'Dollar' Resolution [View article]
    Thanks for continuing to post great work.
    Dec 16, 2014. 05:06 PM | 1 Like Like |Link to Comment
  • Ruble Rocket To Russia [View article]
    "methinks Putin is more likely to double down than climb down."

    I completely agree with this.
    Dec 16, 2014. 04:44 PM | 1 Like Like |Link to Comment
  • Canadian Pacific Railway: Nowhere To Go But Down [View article]
    "an implied operating earnings yield of about 4.4% on their capital. A high interest savings account wouldn't be much worse..."

    Please send a link to such high interest savings account - I'd be very interested in putting my money there given 10 yr. treasuries yield less than half that.
    Dec 13, 2014. 10:57 AM | 2 Likes Like |Link to Comment
  • Long Volatility Trade Is Up 23% In 2 Weeks; Is There More Panic Ahead? [View article]
    I was just thinking about you and your trade yesterday. Glad it worked out for you! VXX is tough to go long with the normal contango costs brutal over time. I prefer to short it when it spikes when vix > 30 and backwardation not too high.
    Dec 13, 2014. 10:07 AM | 2 Likes Like |Link to Comment
  • A Busy Quarter - But Why? [View article]
    Probably smart money leaving like rats from a sinking ship.
    Dec 12, 2014. 01:17 PM | Likes Like |Link to Comment
  • No Surprise: Verizon Margins Under Pressure [View article]
    Stone Fox, VZ has enterprise value of $300 billion when you include debt!
    Dec 12, 2014. 12:14 PM | 1 Like Like |Link to Comment
  • Why I'm Selling Verizon After Nearly A Decade [View article]
    I can't help but agree with this author, until industry consolidation occurs.
    Dec 11, 2014. 01:21 PM | Likes Like |Link to Comment
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