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  • With Over $100 Million In Cash, Q2 Holdings Is Positioned To Make An Acquisition Or Two [View article]
    I have to admit I have been surprised how well QTWO has held up after the secondary. Still it is at about 10 times sales and no profit yet. I will wait. Thanks for the article Dallas. You always write thoughtful stuff.
    Mar 18, 2015. 10:33 AM | Likes Like |Link to Comment
  • Cat-astrophe? No, But There Is A Good Case Against Caterpillar Shares [View article]
    As always Doc thanks. I think the ten year is headed back down below 1.8% no matter what the Fed does. Euro eventually breaks par. Have you looked at HEDJ?
    Mar 17, 2015. 03:32 PM | Likes Like |Link to Comment
  • ETF Risk Management In The Face Of A Surging U.S. Dollar [View article]
    10 yr rate is going to 1.75% It is a screaming buy when compared to the German 10 yr at about .30%. Huge spread.
    Mar 17, 2015. 09:01 AM | 1 Like Like |Link to Comment
  • Metaldyne Performance Group: The Base Case Will Lead Shares Higher But Don't Write Off The Bull Case [View article]
    Thanks Dallas. MPG is a solid company that is relatively unknown. Bought in at $15.50 on earlier article.
    Mar 12, 2015. 09:59 AM | Likes Like |Link to Comment
  • Royal Gold Set To Not Only Survive, But Thrive In 2015 [View article]
    Why does the stock of Thomson Creek keep going down if Mt Milligan is such a great mine?
    Mar 12, 2015. 08:45 AM | Likes Like |Link to Comment
  • Banned By Seeking Alpha [View instapost]
    Which sites. I enjoy your articles.
    Mar 4, 2015. 09:02 AM | Likes Like |Link to Comment
  • The Backtest Called Buy And Hold [View article]
    Congratulations you had a good month in January. How about the rest of your record? ATACX your fund has been terrible since inception. Keep turning out those worthless award winning papers.
    Feb 23, 2015. 11:11 AM | Likes Like |Link to Comment
  • PKW Presents A Compelling Investment Opportunity [View article]
    I own PKW and TTFS which is another buyback ETF that is doing a little better than PKW.
    Feb 20, 2015. 12:35 PM | Likes Like |Link to Comment
  • U.S. Stocks And U.S. Bonds: What The Heck? [View article]
    Thanks for your articles Gary. I know a lot of people use the 200 ma as a line in the sand on selling positions. However I have never seen any statistical evidence that it works. Do you have any Gary? Personally I would be a big seller of stocks when the short term rate moves above the long term rate as a sign of a coming recession. That seems to be a bigger sign of a major change in the market. Any thoughts?
    Feb 19, 2015. 05:23 AM | Likes Like |Link to Comment
  • PKW Shouldn't Be Able To Outperform SPY Reliably, But It Did [View article]
    I have owned PKW for over a year and it is a solid ETF that has out preformed the SPY over the last few years. Your holdings chart is old APPL and IBM are now big holdings. I would also suggest looking at TTFS it uses different criteria for which buyback stocks to hold. It does a little better than PKW.
    Feb 17, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • Why Regeneron's Risk-Reward Looks Good Again [View article]
    Doc thanks for all your great articles. Side question what is your present view on interest rates. Headed up or down?
    Feb 12, 2015. 02:10 PM | Likes Like |Link to Comment
  • Long Immigration Reform With American Apparel [View article]
    What about the debt holders taking over through bankruptcy. That is cheaper than paying $1.60 a share.
    Feb 11, 2015. 04:30 PM | Likes Like |Link to Comment
  • Why TBT Doesn't Have A Prayer [View article]
    Just the opposite. Treasuries are a hated investment. Rates are going lower.
    Feb 9, 2015. 06:28 PM | 2 Likes Like |Link to Comment
  • Update: Q2 Holdings - Weak Guidance Has Me Moving The Name To Actively Managed From Set And Forget [View article]
    I sold out at $19.50. QTWO will not be profitable for at least 2 years. Selling at about 8 times sales. That is getting pretty rich. I might be a buyer at $16.
    Feb 6, 2015. 11:03 AM | Likes Like |Link to Comment
  • Capitalizing On Mispriced Risk With REITs Exposed To Texas [View article]
    Any thoughts about Texas banks. TCBI has taken a big hit.
    Feb 6, 2015. 10:30 AM | 1 Like Like |Link to Comment