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johncworth

johncworth
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  • Samsung unveils Galaxy S5. U.S. launch set for April. [View news story]
    Yes, the effort of actually having to swipe your finger is clearly too much for the average american to handle. Should probably short Samsung on this news.
    Feb 24, 2014. 04:10 PM | 12 Likes Like |Link to Comment
  • Montage: An Incredible Quarter [View article]
    I bought some 140719 $20 puts when the stock was trading @ $16.91 today. I have a theory that the headline of this article might have spiked the price until people read the body of the text! Lord only knows. It closed 8% down from that number today, so things are going in the right direction. Assymetrical risk I believe.
    Feb 20, 2014. 06:19 PM | Likes Like |Link to Comment
  • Pepsico: Best Valuation In 30 Years [View article]
    Well, since SPY is up 60%-ish in that time frame they both did poorly over the last 30 months. Neither one of them much of a winner in that time frame.
    Feb 20, 2014. 06:07 PM | Likes Like |Link to Comment
  • Investor Jujitsu Part 1: The Volatility Dividend [View article]
    Thanks for the reply Kiran, I will continue to examine your thesis. One other danger I neglected to mention is having your shares called back by your broker at the wrong time. (point of maximal assymetry). That not withstanding, I still like your article very much. Kind regards, and thanks again for the intriguing article. O jcw
    Feb 19, 2014. 11:12 AM | Likes Like |Link to Comment
  • BlackRock Multi-Sector Income Trust - Earnings Exceed Current Dividend [View article]
    That was a TERRIFIC write up. Congratulations on your thoroughness. kind regards to you and yours, jcw
    Feb 18, 2014. 06:53 PM | 1 Like Like |Link to Comment
  • Investor Jujitsu Part 1: The Volatility Dividend [View article]
    I have looked at this strategy some. Generally the borrowing costs, taxes (not dividends, short term cap gains) , and the fact that you are losing money on one side of the trade mean that it is not very profitable considering the risk involved (the risk being, that in a fairly short period of time one side of the trade can increase 200%, leaving you pretty far upside down in your short position). It is a really interesting idea though.
    Feb 18, 2014. 11:22 AM | 3 Likes Like |Link to Comment
  • A Soldier Returns From War And Faces His Financial Future In 8 Steps [View article]
    That is flat out excellent advice for any person below 30, and most people period. Thanks for taking the time to help.
    Feb 18, 2014. 10:25 AM | 7 Likes Like |Link to Comment
  • A Brief History Of Gold And Why It's Overvalued By A Factor Of 2 [View article]
    Really interesting article. I think you have nailed it, but be prepared for an onslaught of criticism. As you mention, in the short and even mid term the price can overshoot or undershoot rather dramatically. In the past decade, with all the fear mongering, overshot is the trend. I would love to start buying some @ 800 and average down. Not sure if we will see that opportunity, but I would not be one bit surprised.
    Feb 13, 2014. 02:26 PM | 8 Likes Like |Link to Comment
  • Baker Brothers' Holding Cerus Flying Under The Radar With Catalyst Upcoming [View article]
    Baker Bros have about 8.5 million SHARES, not dollars of CERS, at least according to Nasdaq. which would put it in the 55 million dollar range. Non-trivial holding,even for the Baker Bros, especially since they own about 12% of CERS overall.
    Feb 11, 2014. 09:05 AM | Likes Like |Link to Comment
  • Citi - At 6.97%, New Preferreds Are Cheap [View article]
    CUSIP: 172967333
    Feb 10, 2014. 03:16 PM | Likes Like |Link to Comment
  • Honest Slogans [View instapost]
    clifwith1f, these are really wonderful. Thanks for your work.
    Jan 31, 2014. 12:10 PM | 1 Like Like |Link to Comment
  • Honest Slogans [View instapost]
    The link you cited above has lots more good ones... http://bit.ly/1fmwYSv
    Good stuff!
    Jan 30, 2014. 05:55 PM | Likes Like |Link to Comment
  • Why I Am Buying AK Steel [View article]
    Congratulations on a great call Mr Frog. 135% in 6 months! Nicely done sir.
    Jan 28, 2014. 03:28 PM | 1 Like Like |Link to Comment
  • A No-Brainer Dividend Growth Investment [View article]
    Well, the yogurt smoothie has considerably more sugar than the equivalent liquid volume of Coca Cola, but if for you that is healthy, good on ya! Even the McCrap you mention has the equivalent of almost 2 teaspoons of sugar. So, one yogurt smoothie and one McCrap is +- almost THIRTEEN TEASPOONS of granulated sugar. (+- because the grams to teaspoon conversion is somewhat dependent of the granularity of the sugar).

    I will have to say that anyone arguing that McDonalds food is healthy is clinging to a pretty thin reed. I haven't even got into the issue of simple carbs & salt. Probably the healthiest meal you could have would be to chuck the food and eat the wrappers. I like the company OK actually, but there is really not much of an argument to be made about the quality of their food from a nutrition point of view. And we all know they put the "healthy" items on their as a way to help people justify going in there. Then they order a diet coke with a big mac and fries and figure it is a balanced meal.
    Jan 21, 2014. 03:27 PM | 5 Likes Like |Link to Comment
  • Everyday Arbitrage Forum [View instapost]
    that is fascinating actually, thanks for mentioning it.
    Jan 20, 2014. 11:02 PM | Likes Like |Link to Comment
COMMENTS STATS
420 Comments
840 Likes