Seeking Alpha

varan

varan
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  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Re. someone's suggestions above: in my view any further classification of articles - other than PRO and not - would detract from the value of SA. Of course it would be nice to have someone decide for me as to which articles are worth more than the others, but more likely than not this is going to lead to abuse via miss-classification, no matter how supposedly unbiased the classifier. With all due respect to the person who made the suggestion, as I like his articles, this is probably misguided and predicated on the desire to do the work for the readers that all of them are perfectly capable of doing for themselves. In my view, any publication that does not give at least this much credit to the reader is not worth the attention of an adult.

    I would accept this type of stratification only if SA becomes an academic type of a peer reviewed platform with the qualifications of the editors that justifies their positions prominently displayed and verified. I do not think that either the readers or the authors will like that.
    Mar 30, 2014. 02:14 PM | Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Great platform and excellent execution. Amateurs (and now we know that even the professionals of all kind) could not ask for anything more.

    Whatever negative opinions about SA I may have are insignificant and utterly minor and are not worth mentioning, especially since it lets me vent out the negative opinions about some articles, which of course are distinct from SA itself.

    There will always be some authors and commentators who will abuse the system, and even some groups of readers have shown a tendency to censor the opposing points of view and to isolate themselves from such views, but nothing can be perfect.
    Mar 30, 2014. 11:56 AM | 3 Likes Like |Link to Comment
  • Modern Portfolio Theory 2.0 - The Most Diversified Portfolio [View article]
    Some simple ETF or mutual funds portfolios using risk parity do quite well, substantially better than the WSC fund.

    http://bit.ly/Pbn1yB
    Mar 30, 2014. 10:30 AM | Likes Like |Link to Comment
  • A low drawdown strategy for sector rotation for Fidelity Select Funds [View instapost]
    I agree. What a fall.
    Mar 29, 2014. 12:40 AM | Likes Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    For income you work. For capital appreciation you invest. When you stop working you withdraw.
    Mar 28, 2014. 05:42 PM | Likes Like |Link to Comment
  • Part V: Hedged Convexity Capture Continues To Be The World's Best-Performing ETF Strategy [View article]
    For the monthly version of the strategy using simulated ETFS, the drawdown is 55% in 2008-2009. Apart from that the drawdowns are no more than 10%, and the CAGR is 30% during 2001-2014.
    Mar 26, 2014. 07:49 PM | 1 Like Like |Link to Comment
  • Part V: Hedged Convexity Capture Continues To Be The World's Best-Performing ETF Strategy [View article]
    Works well even with monthly rebalancing.

    Have you looked at using monthly puts?

    Thanks.
    Mar 26, 2014. 03:14 PM | 1 Like Like |Link to Comment
  • Simply Buy The Dividend Aristocrats And Perhaps Beat The Market [View article]
    At the beginning of every year, just buy the 10 top champions either on the basis of the previous year's yield (total dividend in the previous year divided by the closing prince on 12/31 of the previous year), or on the basis of the dividend growth rate during the prior five years and you will do very well.
    Mar 26, 2014. 02:39 AM | 2 Likes Like |Link to Comment
  • Don't Let Income Strategy Bias Intimidate You [View article]
    Good and balanced article.

    Thanks.

    One thing that I would like to see discussed more in articles like yours glares out from the last part of your post. Clearly, from your article, it is apparent that one has to be not only vigilant in monitoring such portfolios, but also has to be ultra proficient in the skill of selecting the proper time at which to buy the stocks (or get rid of them) even in the companies like JNJ. I think that is a source of considerable risk, even for the typical reader of SA, as none of the criteria usually bandied about in SA articles come with a long term statistical evidence as to their effectiveness. I think that it is not enough to invoke the name of Buffett or Graham or Dodd.
    Mar 25, 2014. 04:05 PM | 6 Likes Like |Link to Comment
  • Dividends And 'The Magic Pants' [View article]
    Hey @leopard

    Your response only adds to the hot air that you have produced here.

    You just have cliches and more cliches.
    Mar 25, 2014. 01:29 PM | 3 Likes Like |Link to Comment
  • Dividends And 'The Magic Pants' [View article]
    @leopard

    Nice compilation of all the cliches. You forgot to add motherhood and apple pie.

    If you have some data to back up your arguments, you will be much more credible. Otherwise it is all hot air.

    It is not very clear from all your verbosity as to what your point is, except to pour insults on the author.
    Mar 25, 2014. 12:01 PM | 3 Likes Like |Link to Comment
  • Dividends And 'The Magic Pants' [View article]
    To conclude and summarize:

    We do not wish to be bothered in the future by such tedious academic discourse. Please confine your articles to mutual funds only. We are extremely serious DG investors whose mission needless effrontery and harassment can only hinder. If you talk about dividends or value thereof again, sir, you may feel the sting of a thousand derogatory comments in your pitiful articles.
    Mar 24, 2014. 04:07 PM | 2 Likes Like |Link to Comment
  • When The Very Best Fail, Should You Be Trying? [View article]
    I believe that using the M.A.G.I.C.P.A.N.T.S Graphs you can find the undervalued companies by squinting at the squiggly lines for about 23.4 seconds for each company. It is my firm belief that once you have selected those companies, you can do your own research on whether they are worth buying. My extensive experience in the industry tells me that that is the way to go, and all this namby pamby statistics and mathematics and formulas and standard deviations and means and variance minimization (if you select the stocks properly there is no variance and therefore nothing to minimize) are just a conspiracy dreamed up in the pointy haired professors in ivory towers with NO REAL WORLD EXPERIENCE aided & abetted by the boardrooms to fleece the poor unsuspecting investors who are so well served by the M.A.G.I.C.P.A.N.T.S Graphs which I would urge all of you to subscribe to immediately.
    Mar 23, 2014. 03:22 PM | 5 Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    As expected, Goodwin's Law has finally kicked in. It's now obvious as to who lost the debate.

    http://bit.ly/1gf6Tqz

    So this thread is dead.
    Mar 23, 2014. 11:00 AM | 1 Like Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]
    I agree.

    But all you got is the history.

    Historical performance will not tell you what happens in the future, of course, but it tells you a lot about the quality of your portfolio if it sucks.
    Mar 22, 2014. 05:40 PM | Likes Like |Link to Comment
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