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Dr.Strangelove

Dr.Strangelove
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  • Notes from Aflac investor day [View news story]
    Other than the Fed, insurance is the only way you can print money. However, demographics in Japan are not favorable. Aflac must grow in favorable environments to prosper.
    May 22, 2014. 01:01 PM | 1 Like Like |Link to Comment
  • North Sea tax change to end drillers' 20-year tax holiday [View news story]
    Over taxation has marked the demise of the British empire.
    May 13, 2014. 12:24 PM | 6 Likes Like |Link to Comment
  • Report: Qualcomm in talks to buy chipmaker Wilocity for ~$300M [View news story]
    QCOM is in the cat bird seat.
    May 12, 2014. 10:08 AM | 1 Like Like |Link to Comment
  • Church & Dwight Equals Consistency [View article]
    Of all of my holdings, CHD, when held for the long term, is likely to make me rich. It certainly won't be momentum stocks.
    May 11, 2014. 04:00 PM | 3 Likes Like |Link to Comment
  • Consolidated Edison Might Not Be A Good Option [View article]
    Pursuing solar is an algore sucker bet. Due to high taxes and a hostile business environment, EDs coverage area is dying. These factors make the stock very cheap.
    Apr 17, 2014. 11:02 AM | Likes Like |Link to Comment
  • Record number of dividend hikes in Q1 [View news story]
    Hedge funds have dumped momentum stocks and are rotating into value/dividend stocks
    Apr 9, 2014. 12:27 PM | Likes Like |Link to Comment
  • How Networking Helps Digital Realty Distance Itself From The Competition [View article]
    We may see a short squeeze soon on DLR.
    Mar 16, 2014. 06:22 PM | Likes Like |Link to Comment
  • A Value Investor Explains Why He Owns Digital Realty [View article]
    I am expecting a short squeeze on DLR in the coming month.
    Mar 10, 2014. 09:08 AM | 1 Like Like |Link to Comment
  • DuPont Fabros falls on Yahoo disclosure; peers also off [View news story]
    Speaking of DLR, it has enormous short interest as we speak, enough to produce a large move to the upside for the rest of March. P.T. Barnum was right.
    Mar 7, 2014. 07:56 PM | 1 Like Like |Link to Comment
  • Does High Volatility Mean The Bond Vigilantes Have Returned? [View article]
    You are correct. Bernanke is a Keynesian and will do anything to keep the banks afloat.
    Jun 2, 2013. 09:41 AM | Likes Like |Link to Comment
  • The Most Interesting Chart From Jeff Gundlach's Recent Presentation [View article]
    I'm crying all the way to the bank because of your comments.
    Jan 28, 2013. 02:58 PM | Likes Like |Link to Comment
  • How To Know What Rate Of Return To Expect From Your Stocks: Part 1 [View article]
    There seem to be no end to dividend stock touts. We have been in a secular bear market for 12 years and that includes high dividend, "high value" and high dividend growth stocks. If you invested $1000 in the S&P 500 in 2000, today, it would be worth $833. The best measure of valuation is the Shiller index which is well over 20. The secular bear will hit bottom some day, just as it did in 1982. Because of Keynesianism/Marxism in the White House, this will be your second chance to make a fortune, but that time isn't now.
    Jul 1, 2012. 10:01 AM | 2 Likes Like |Link to Comment
  • Summertime Stock Strategy: Buy The Cascade, Sell The Charade [View article]
    If the secular bear market(13 years) were to put in a bottom in, say, 2013, it is true that the highest quality stocks will be taken out last. However, just as many fortunes were made by those who bought in 1982, this bottom will create many more. The economy has now entered a new leg of the "great recession." The Obama financial media, even if they had the intellectual capacity to do so, will not acknowledge it until December.
    Jun 24, 2012. 11:21 PM | 1 Like Like |Link to Comment
  • Stocks Push Higher As Fed Speculation Grows [View article]
    Ben is a Keynesian, but will this extend to making an election year effort(useless) to save the Marxist Hussein Kardashian? Harry Dent just issued a statement to sell all stocks by Friday after Ben is through posturing.
    Jun 20, 2012. 12:09 AM | Likes Like |Link to Comment
  • Here Comes The Next Big Leg Down In Equities [View article]
    Excellent article. Stocks are massively overpriced on the more rigorous Shiller price earnings ratio. The next secular bull market will come when projected 5 year returns on the S&P reach 20% and above. While the current recession is likely to extend through 2013, a drop to below Shiller PE levels of 5 to 10 might do the trick, just like it did in 1982.
    Jun 19, 2012. 09:52 AM | 1 Like Like |Link to Comment
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