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  • Tell-Tale Signs Of A Market Top [View article]
    I have not captured the entire run over the last five years but have enjoyed solid growth. I agree with the consensus however it has been a good run and I do not have as much time as some to earn it all again. I recently pulled back 36% of my portfolio. Nothing is bullet-proof and you will never go broke taking profit. I like the charts and the logic but after looking at them closely and using some other measurements the numbers are clearly skewed due to the Fed stimulus safety net. The end of each QE has been met with a downturn and I cannot see this one being any different. The Fed has given all they can and may try to push this out as long as they can because there is no going back. I am probably a little early but it beats moving too late. With South America in trouble, Japan in uncharted territory, the EU waffling, China slowing down and the Russain sanctions and currency wars, I am not sure how we will not be impacted by it all.

    Cash is King. Good luck to all of the Seeking Alpha Investors!
    Sep 16 02:01 AM | Likes Like |Link to Comment
  • 3 Massively Overvalued Companies Which Could Be Great Shorts [View article]
    Sorry fellas. Looking at projected future earnings as was common in the Tech crash. Show me the beef.

    When it gets the 9% share price back plus some I am shorting long.

    Those Four Horseman will have to wait a bit. "It's different this time."

    The Seattle Seahawks are a shoe-in for the Super Bowl right?
    Sep 15 10:41 PM | 1 Like Like |Link to Comment
  • Tell-Tale Signs Of A Market Top [View article]
    You second excellent article in a row. Keep up the good work and love the Charts.

    I am now Following you!
    Sep 15 12:14 AM | 2 Likes Like |Link to Comment
  • Buy This Trough As The Latest Fed Scare Is Unfounded [View article]
    "Nevertheless, the Committee judged that underutilization of labor resources still remains significant. Given this assessment and the Committee's expectation that inflation will gradually move up toward its longer-run objective, the Committee reaffirmed its view "that it likely will be appropriate to maintain the current target range for the federal funds rate for a considerable time after our current asset purchase program ends, especially if projected inflation continues to run below the Committee's 2 percent longer-run goal, and provided that longer-term inflation expectations remain well anchored."

    This is the key comment in her speech. The returns in equities will outpace bonds going forward. That is why the latest Fed Scare is Unfounded.
    Sep 14 08:02 PM | Likes Like |Link to Comment
  • Buy This Trough As The Latest Fed Scare Is Unfounded [View article]
    At the FOMC's most recent meeting, the Committee judged, based on a range of labor market indicators, that "labor market conditions improved."20 Indeed, as I noted earlier, they have improved more rapidly than the Committee had anticipated. Nevertheless, the Committee judged that underutilization of labor resources still remains significant. Given this assessment and the Committee's expectation that inflation will gradually move up toward its longer-run objective, the Committee reaffirmed its view "that it likely will be appropriate to maintain the current target range for the federal funds rate for a considerable time after our current asset purchase program ends, especially if projected inflation continues to run below the Committee's 2 percent longer-run goal, and provided that longer-term inflation expectations remain well anchored."21 But if progress in the labor market continues to be more rapid than anticipated by the Committee or if inflation moves up more rapidly than anticipated, resulting in faster convergence toward our dual objectives, then increases in the federal funds rate target could come sooner than the Committee currently expects and could be more rapid thereafter. Of course, if economic performance turns out to be disappointing and progress toward our goals proceeds more slowly than we expect, then the future path of interest rates likely would be more accommodative than we currently anticipate. As I have noted many times, monetary policy is not on a preset path. The Committee will be closely monitoring incoming information on the labor market and inflation in determining the appropriate stance of monetary policy.
    Sep 12 01:44 AM | Likes Like |Link to Comment
  • Buy This Trough As The Latest Fed Scare Is Unfounded [View article]
    The voice of reason. Well said!
    Sep 11 12:48 AM | Likes Like |Link to Comment
  • 3 Massively Overvalued Companies Which Could Be Great Shorts [View article]
    I have been looking at shorting Tesla in the near term. Again long term when the stock price rises again. No kool Aid here. Good luck and take care.

    It looks, "kinda high."
    Sep 6 02:47 AM | Likes Like |Link to Comment
  • Why Did The Fed Minutes Fail To Spook Stock Bulls? [View article]
    With all that is going on elsewhere in the World, Gaza Strip, Ukraine, Argentina, Ebola, Europe, Japan and China waffling is it possible that foriegn investors are climbing in to mutual funds for growth?

    In So Cal I am hearing local Realtors talking about being very busy and another Realtor (Family) in Rancho Santa Fe has four listings and three sales are now pending with Chinese investors are buying multi-million dollar homes there. We may be the "only game in town" and will either move significantly upward or sink with the rest of the world. It's your call.
    Aug 21 11:08 PM | Likes Like |Link to Comment
  • Why Did The Fed Minutes Fail To Spook Stock Bulls? [View article]
    Fail To Spook Stock Bulls... two words, Janet Yellen.
    Aug 21 02:05 AM | 1 Like Like |Link to Comment
  • S&P 500 Done In By Inflation Fear [View article]
    The Market has grown for five years while all of the indicators were not that great. Then we discovered that as long as the Fed was pump the juice it was a bull market. Now that Corprartions are doing well and the economy is in somewhat of a growth mode, businesses are expanding and the only thing not moving is employee compensation. We have inflation in some items such as food and healthcare. The Hospitality Indusry is enjoying solid business and tourism traffic with healthy occupancy and room rates. Hotels are being built in southern California and Restuarants have a wait for Dinner again. This does not appear to to be a time to pull out of the party. It is after all the only game in town. The Fed will follow the exact timeline that has been publically stated and a day sooner. Forget the mouth piece in Dallas. You called a dip in the S & P Spider and that is great for you. Good job Sir! I am not a day trader and will take the peaks and valleys as they come. Squakbox is sensationaiizing gloom and doom for viewership. Wgere is the top? Does anyone really know?
    Aug 6 12:03 AM | Likes Like |Link to Comment
  • IBM Has A Cash Flow Problem [View article]
    How is it working so far?
    Dec 13 02:40 AM | Likes Like |Link to Comment
  • Sitting On The Fence [View article]
    I think the Author is being honest. We have been able to capture 17% growth this year. I could spend the time worrying about the additional 8%, "I could have done better, if I had ..." I pulled out in early 2008 and if I had not it would have been a larger loss. If you are under 45 years old you can hang in there and wait. It will come back. It always does. If you are investing with an eye on retirement then "protecting" your investments is prudent as well. We all agree that the Market feels somewhat frothy and you will never go broke taking profit. I still think there is a little left in the tank for now. The definition of a "correction" is the key. In others words, if the Fed is transparent with their communication which they are right now then it will only be 3 - 4%. If not, it could be 8 - 10%. Some think it will be higher.
    Nov 24 07:23 PM | 1 Like Like |Link to Comment
  • Don't Follow Buffett Into Exxon [View article]
    Verspachy and the Author of the article, I wish had followed WB into Wells Fargo two years ago. You have no idea of what you speak.
    Nov 15 09:59 PM | 1 Like Like |Link to Comment
  • Don't Follow Buffett Into Exxon [View article]
    Looking at the numbers I see your point. You have to remember the that the oil reserves in the ground cost less than what they carry it on the books for. I do not agree with companies buying back their own shares but with XOM it is a great thing for stockholders. The oil in the ground is cheaper than the more expensive oil going forward. It is a 20 year play and the price of oil will continue to rise as the global population and demand increases and XOM's profitability will be significant over the long haul.
    Nov 15 02:32 AM | Likes Like |Link to Comment
  • You May Think That The Market Is Overvalued But These Dividend Champions Are Not: Part 1 [View article]
    Thanks Chuck. Enjoyed the article. I have enjoyed BBSI from your previous article. I bought XOM a few weeks ago it looked cheap for a long term play. The US based energy stocks may be worth a look. The QE continues because if one looks at the underlying economy, it is needed. Uncle Ben will go down in history as the man that saved the planet or it could go the other way and end poorly. It is a work in progress and we have not yet seen the finish line. I remain optimistic.
    Nov 15 02:07 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
56 Comments
48 Likes