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  • Is Exxon Mobil About To Feel The Bern?  [View article]
    Oh great. Let's do what all these environmental wackos want and stop all petroleum production and outlaw the use of fossil base fuels in the US. We can all starve and freeze to death, but don't worry, all other countries will prosper.
    Oct 23, 2015. 11:20 AM | 3 Likes Like |Link to Comment
  • Celgene's Revlimid Patent Families Do Not Appear To Meet Criteria For Protection  [View article]
    Seems questionable to me that major Pharma Companies haven't found a way to successfully challenge a majority of Celgene's many patents in the nine years since it's first US approval, yet a Financial research firm has now found the magic formula.

    Either this is one of the many short seller attacks that successful, growing firms must endure or it's just smoke being blown up an orifice not designed to receive it.
    May 14, 2015. 12:57 AM | 9 Likes Like |Link to Comment
  • Capital Appreciation Potential, 6%-Plus Dividend Yield Make BP A Buy Despite Its Problems  [View article]
    I agree. Buy when others sell. Year end portfolio moves are also helping make these prices attractive. I expect that the large funds will sell to book LT gains and have less of the securities in their portfolios in order to try to look like smart money managers for their investors.

    Most of the oil stocks look good to me for a long term position. Solid firms with good yields - XOM; CVX; ETP and, of course, BP
    Dec 10, 2014. 01:14 PM | 2 Likes Like |Link to Comment
  • 5 Reasons To Add BP To Your Portfolio  [View article]
    In the movie, "The World according to Garp", the main character, Garp, wants to buy a house that a small plane just crashed into. He explains that "nothing bad will ever happen here again".

    Maybe BP is this house in the investing world .... after the Gulf spill crisis, maybe nothing bad will ever happen to this stock again!

    It's certainly an interesting alternative investment theory and we don't need to mess with all those charts and graphs.
    Feb 21, 2014. 06:57 PM | 1 Like Like |Link to Comment
  • Treasury sell-off gathers steam, 10-year yield heads to 3%  [View news story]
    I don't fully understand the apparent price depreciation in TBT - the value previously hit $82.80 or so when interest rates were slightly less than the current 2.98%. The rate of increase in TBT seems to trail the rate of increase in rates by quite a bit. Perhaps it has to do with fund flows in and out?

    I'd appreciate an explanation from some knowledgeable member of seeking alpha.

    Sep 5, 2013. 12:46 PM | Likes Like |Link to Comment
  • "There is no safe haven in today's markets," says Paul Singer, speaking at the Ira Sohn conference, and blaming the distorting effects of QE. While not yet advocating shorting Treasurys (TLT, TBT), Singer says those long need to know they're trading at the wrong price, perhaps 50-100 basis points too low.  [View news story]
    Well, we might not know when rates will increase, but we can be pretty sure that they will increase. I would advocate shorting treasuries, at least starting a small position. If you can afford to wait a while, there should be good returns from a short position. It can also serve as a hedge against your long bond positions.
    May 9, 2013. 12:53 AM | Likes Like |Link to Comment
  • Merck: A Negative Growth Story  [View article]
    Yes, you should mention that long/short strategy. However, what I see when I read this is "Recommendation: Short Merck." I also see "Their best-known consumer products (in my opinion) are CLARITIN, DR. SCHOLL'S, and COPPERTONE." Really?

    Well, I've owned Merck for around 30 years. I've bought and sold it many times. I made a lot of money from MRK and because I live in NJ, I know and am related to many current and former employees. This is a great company and in my opinion, you take a short position in this stock only at great risk. MRK has a better PE than most of the other Pharmas because it has a better long term track record. There's also not enough volatility to make this a very profitable short term trading stock.

    In addition to clearing up the long/short pairing, you need to define the time frame. We all know that stocks trade up and down at various times, but any long term short strategy on Merck is risky and misguided (in my opinion!). However, it is good to know that there are some on the other side of the market, willing to sell me their shares at a good price. I need to invest some of my retirement funds.
    May 7, 2013. 11:13 PM | Likes Like |Link to Comment