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  • Exxon a strategic long-term play despite oil sands exposure, analyst says [View news story]
    If you wait patiently you might pick up XOM closer to $60.
    Sep 24, 2015. 08:41 PM | 3 Likes Like |Link to Comment
  • Stocks to give a little back at the open [View news story]
    Vice-Chairman Stanley Fischer speaks Saturday at 10:25pm. Way to go seeking alpha.
    Aug 28, 2015. 07:48 AM | 2 Likes Like |Link to Comment
  • BofA at 52-week high post-earnings, upgraded at Argus [View news story]
    it's not the first time one of these notices gets the high wrong. Very consistently. Makes one wonder.
    Jul 17, 2015. 03:49 PM | 1 Like Like |Link to Comment
  • Valuations could weigh on stocks before earnings [View news story]
    Slight correction. The pe at the height of "dot com" was in the 30's. And that was trailing earnings on "reported earnings", not pro forma on forward earnings as the street loves you to believe so that equity prices can be stretched to the point of silliness. They make the rules on how to evaluate in their churches, and then preach them at their sermons which so many people attend. And of course you know their objective.

    Jul 12, 2015. 08:18 AM | 5 Likes Like |Link to Comment
  • Oil prices are headed higher, two top investors say [View news story]
    When the Russians sell their oil, they get the stronger dollar. Hope this makes sense to you. It's not the currency, it's supposedly the supply. And as others have noted, manipulation/perception is the rule of the game. Russia has something like 1/2 trillion in cash reserves.

    Jul 11, 2015. 11:33 AM | 6 Likes Like |Link to Comment
  • At Capstead, Management Matters [View article]
    You are correct about management. Simple discussion and straight forward always. That with a hefty dividend makes this one a keeper as long as it's environment doesn't change. One always has to assess the environment. I followed mobilepreacher into this, but long after he had been pounding the table on it. And my best friend bought some and is now traveling while his dividends roll in.
    Apr 30, 2015. 08:46 PM | 3 Likes Like |Link to Comment
  • Fairway Group volatile on LBO speculation [View news story]
    The stock was 12% higher to all-time high before settling back. I think you meant yearly high. Was 28 around IPO time, when it was foisted into the market much to expensively.
    Apr 9, 2015. 03:56 PM | Likes Like |Link to Comment
  • Now Is The Time To Buy Chevron [View article]
    and I would like to remind you that "real" companies have a correlation between price and earnings. Have you taken down your earnings estimates and then adjusted the PE. just curious. On expected year end 2016 earnings with a 13x(high side) pe i come up with an $85 stock price. I'd wait and buy lower.
    Mar 27, 2015. 02:23 PM | 6 Likes Like |Link to Comment
  • 14.21% Advantage For 5 Financial Highest-Yield, Lowest-Price March Stocks [View article]
    great article. but you mispriced CMO totally. The closing price on 2/27/15 was $11.97. Unless of course I'm on a different planet.
    Mar 4, 2015. 08:21 AM | 2 Likes Like |Link to Comment
  • Housing starts inline in January [View news story]
    Housing starts declined 2.0 percent in January after a 7.1 percent jump the month before. I'd say take the two month average to be fair. And did you see retail sales this am. Up year over year. Let the data inform, don't inform the data.
    Feb 18, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • VGK, Front Run The Herd! [View article]
    agree. currency risk the biggest hurdle.
    Jan 26, 2015. 09:09 AM | Likes Like |Link to Comment
  • Why I'm Thinking About Selling Realty Income, And Buying Chevron With The Proceeds [View article]
    You say CVX is cheap w/ a low pe. What if earnings fior 2015 year end are $7.50?
    And what if oil reserves retreat in price? What would that do to book value? What if oil stays at $50 for two more years? The last decade has been a win for oil. Will the next ten? Just some things to keep in mind.
    Jan 22, 2015. 08:40 PM | Likes Like |Link to Comment
  • Wolfe Research turns more cautious on Delta Air Lines [View news story]
    Yes, however, that was the news this past Friday. A day late and a dollar short
    Sep 29, 2014. 07:29 AM | Likes Like |Link to Comment
  • Home Depot gets bullish Barron's treatment [View news story]
    HD is down, not up. Once again SA contributers on the ball
    Apr 19, 2014. 06:20 PM | 1 Like Like |Link to Comment
  • Schein completes acquisition [View news story]
    ah hem. Henry
    Apr 2, 2014. 07:33 AM | 1 Like Like |Link to Comment