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  • Freddie Mac And Fannie Mae Report Excellent Earnings [View article]
    I disagree. Fannie is the one to buy. They have the largest share of MBS and will continue to dominate the market as FHA has now implemented higher mortgage insurance premiums. You will see a high influx of conversions from FHA to Fannie as housing values continue to increase. Not only that, but HARP 3 is on the horizon. You could see another $2 trillion in MBS alone just from that. Freddie is losing market share and there is no real reason to do a loan with Freddie when you consider their rates are much higher.
    Mar 16, 2013. 02:02 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Opinion Replace Data? [View article]
    I think a housing recovery is the key for the markets going forward. With that said, I don't think the housing recovery can be sustainable if interest rates continue to rise. Interest rates are at a 10 month high. If equities continue to rise, and yields also rise, I think we will soon see some disappointing housing data on the horizon. Higher rates will be a lagging indicator. I don't think this bad data will come out for another few months. The summer doldrums will soon be underway as the sell in May and go away is right around the corner. I don't think equities can continue going straight up as they have done since November. A meaningful correction in the equities market should be considered healthy, even if the sky is not falling.
    Mar 10, 2013. 02:26 PM | Likes Like |Link to Comment
  • TZA: What Does The Upcoming Reverse Split Mean For Investors? [View article]
    Buying Puts on TZA is a no-brainer, as is buying Puts on any other Direxion Bear 3X ETF. The biggest scam on earth for sure. Retail investors holding this garbage will get wiped out, if they haven't already. Bears buying this garbage look at what happened in '08 and believe this ETF will "skyrocket" when the market collapses. Well, doesn't look like it will anytime soon.
    Mar 9, 2013. 06:24 PM | Likes Like |Link to Comment
  • Apple Has Peaked: The Warning Signs Are Multiplying [View article]
    I'm pretty sure the author is calling for a decline in EPS. That means to me that he is calling for a peak in earnings.
    Oct 30, 2012. 07:00 PM | 1 Like Like |Link to Comment
  • Apple Has Peaked: The Warning Signs Are Multiplying [View article]
    Really? Link please?
    Oct 30, 2012. 05:06 PM | Likes Like |Link to Comment
  • Amazon: Analysts Bury Their Heads In The Sand [View article]
    I like AMZN the company, but hate the stock. This stock should be cut in half at the very least.
    Oct 28, 2012. 02:12 PM | Likes Like |Link to Comment
  • Making A Case For U.S. Treasuries [View article]
    If you believe earnings and profit margins have peaked, then we could easily see a 10%-20% correction heading into the end of the year as the fiscal cliff looms. This will provide the catalyst to see bond yields compress even further. Investors will seek safety and sell equities to buy Treasuries. The market ran up ahead of the QE3 announcement. A correction is healthy. Earnings have been pretty bad this quarter and many companies are lowering guidance further. Revenue growth is almost non-existent. Earnings growth through buybacks is a mirage. Many stocks have a P/E greater than 20. Bargain hunting is hard to do right now as many stocks appear to be overvalued. As future earnings estimates decline as expected, forward P/E will become inflated based on today's prices. With a decline in future earnings, forward P/E needs to compress even further to reflect this trend. Long maturities on Treasuries will appreciate significantly when this finally happens. With the Fed buying unlimited MBS, I think yields are heading much lower. I would not be surprised to see the 10 year test 1.5% when all is said and done. You could even have mortgage rates hit 2.5% on a 30 year fixed.
    Oct 28, 2012. 01:52 PM | 1 Like Like |Link to Comment
  • Apple Has Peaked: The Warning Signs Are Multiplying [View article]
    Hard to call a peak in earnings when there is a supply issue, not a demand issue. What happens when supply constraints are resolved?
    Oct 28, 2012. 12:32 PM | 23 Likes Like |Link to Comment
  • Hedging For Disaster: 5 Plays That Make 500% If The Market Falls [View article]
    Ummm, earnings for the most part have been pretty sh*tty. When you have negative earnings growth, it is a pretty bad time to buy stocks when they are hovering around near all-time highs. Companies have already cut costs. Margins have pretty much peaked. Where do you get earnings growth if revenue is not increasing? EPS increase by stock repurchases is a mirage. When companies not only slash their earnings expectations, but miss on the even lower guidance, you know there is a problem. That's exactly what has happened.

    The market had already run up from the June lows in anticipation of QE being announced. I think it's fair to say the market got way ahead of itself. A correction is in order before the next leg up. However, I do expect a 10%-20% drop before that happens. Then, maybe the author's capitulation trade can come to fruition. The market is still not far off the recent highs. Again, this is just a drop in the bucket. If the market drops 10%-20%, I will be buying in at lower prices to get the next run up in the market. By the way, I am in all cash since two weeks ago.

    Also for the record, I believe the author here did call the June bottom.
    Oct 23, 2012. 09:55 AM | Likes Like |Link to Comment
  • Hedging For Disaster: 5 Plays That Make 500% If The Market Falls [View article]
    The market has dropped a few percentage points and you think it is near capitulation? Really? The SPY barely broke through the 50dma. Appears to me that it's the first real leg down. QQQ has broken down. What happens "if" AAPL misses badly AGAIN? Earnings aren't just bad. They have been for the most part horrendous. Of course, the market doesn't care what I think, but I think a 10% correction is in order and healthy for the market. Personally, I would like to see the market drop 20% and buy back in at much lower prices.
    Oct 22, 2012. 12:11 AM | Likes Like |Link to Comment
  • An In-Depth Look At Organovo [View article]
    the stock is clearly in a downtrend and hitting the 50dma. I expect a drop and new lows coming. volume is so weak that manipulation can take it up or down any given day. i would stay away from this stock for right now. i would wait for new lows before entering a position. i think you can get in under $1.50 in the near future. although the concept of the company sounds great, reality is most of these companies fail and don't work out. if you do buy in, only do a small amount so you don't get crushed on this SPECULATIVE stock. if the company was more of a sure thing, it would be reflected in the stock price.
    Sep 8, 2012. 12:11 PM | Likes Like |Link to Comment
  • Are You Buying The 3D Printing Hype? [View article]
    Might I also add that 3D printing IS the future? The link you posted on printing meat was an interesting one. Imagine if it can become commercially viable to print food. No more food shortage. What else could be reproduced? You think biotech would be interested in printing organs for transplants? These 3D printing companies (DDD and SYSS) have just begun to scratch the surface with ENDLESS possibilities. You think those companies have PATENTS in place that will prevent competition from coming for years to come? I do. Although these stocks have run up quite a bit, the industry is still in its INFANCY. These stocks could still be 5-10 baggers even at TODAY'S PRICE. Growth companies become EXPENSIVE when the PEG is above 1.5 (some analysts even go higher). A PEG of 1.13 may not be cheap, but it surely is NOT expensive either.
    Sep 8, 2012. 11:44 AM | 2 Likes Like |Link to Comment
  • Are You Buying The 3D Printing Hype? [View article]
    A peg of 1.2 is not expensive at all...
    Sep 7, 2012. 05:45 PM | 1 Like Like |Link to Comment
  • Betting Against Zynga's Extreme Failure [View article]
    just by looking at the chart, it looks like new lows are inevitable. if there are new lows on this stock, there is no support. i am not saying it will go to $0 but it could break below $2. what would stop it from happening? i will be a buyer under $2 after a new base on the chart is formed. it may never happen and i miss out, but there is no way i am going to catch a falling knife as that is what's happening right now. i want to see the stock consolidate and then breakout above the 50dma. to me, that would then be BULLISH. until that happens, you can just flip a coin and maybe you get lucky.
    Aug 30, 2012. 07:14 PM | Likes Like |Link to Comment
  • Groupon Headed To Zero [View article]
    GRPN's dagger in the heart was when they announced they will be taking on inventory. Are they a daily deal company or a retailer now? I don't think anyone knows, even GRPN for that matter. Maybe if they get new management, then it can be turned around. It has been one disaster after another with them. There is no reason to believe they will ever get it right until there is INTERNAL change.
    Aug 30, 2012. 07:06 PM | Likes Like |Link to Comment