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  • Douglas Dynamics: Big Dividend Flakes No Matter The Weather [View article]
    The acquisitions increased the total liabilities to assets level from 54.57% in 2012 to the current 63.73%, but the company is already lowering long-term debt from 38.81% of assets in 2014 to the current 35.5%.

    Why do you use debt to assets as opposed to debt to equity? I see that the debt to equity is .98. Isn't that high? What is a good number for debt to assets and debt to equity.

    I hope that you don't mind me asking. It seems that you understand these number better than I do.

    Nov 9, 2015. 08:19 PM | Likes Like |Link to Comment
  • Douglas Dynamics Is At The Mercy Of Mother Nature [View article]
    I hope that you're wrong since I purchased some shares. I like it when a company pays out dividends. I don't think of these purchases as storm dependent. I live in upstate NY. We get snow every year. Sometime more, sometimes less. Equipment gets rusty and old even when not used. Replacement does have a storm component but time is also a component.

    I recall from the earnings report that the dividend is safe.
    Sep 18, 2015. 10:47 AM | Likes Like |Link to Comment
  • The Oil Crash Isn't The Only Thing Killing Energy Companies [View article]
    I recently got your book. I enjoy reading it. I'm about halfway through at this point.
    One of the first stocks that I ever purchased was Global Marine. I held it to zero. I have had many other stock investment failures. A more recent one was GasFrac which is at or near zero. I looked into the management team when I purchased this stock. Everything looked positive.
    Is a retail investor is rather difficult for me to visit these companies. Maybe you get into this later in your book. How do I as a retail investor protect myself?

    I'm glad to see your positive comments on Calavo Growers. It's on my watchlist. I live in upstate New York so it's difficult to checkout their operations.
    Sep 6, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • George Soros Increases His S&P 500 Put Position [View article]
    How do you measure that corporate earnings have been deteriorating,
    the number of buy backs and corporate debt? I would keep a record of these changes but I don't know how to get the data.
    May 20, 2015. 10:18 PM | Likes Like |Link to Comment
  • George Soros Increases His S&P 500 Put Position [View article]
    The link below is to the put data and all of the other holdings that are part of SOROS Fund Management.
    May 20, 2015. 11:45 AM | 1 Like Like |Link to Comment
  • Cuba: A New Customer For The U.S. Farmer [View article]
    What is Cuba going to use for money to buy US goods? Is it going to come from US tourists?
    Dec 22, 2014. 08:46 AM | 2 Likes Like |Link to Comment
  • AmTrust Financial Can Keep Up The Momentum [View article]
    I used to have O'Shaughnessy's funds for my kids accounts. They did poorly. I don't they even exist today. Growth at a reasonable price seems to me to be a sound strategy at any time. Several articles have been published saying that this is a short candidate. A buy around the 50 day moving average would seem to me to be a better strategy than the current price.
    Dec 12, 2014. 10:40 AM | Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    Your mother deserves lots of credit. Thanks for the information.
    Sep 8, 2014. 09:15 AM | 6 Likes Like |Link to Comment
  • The Best Way To Reinvest Your Dividends [View article]
    When you stated investing did anyone publish a list called Dividend Aristocrats? What did you use as a method for picking stocks at that time? I would think that finding stocks that continued to increase dividends over a long period of time would be hard to find when you started investing.

    What do you think of just investing in the DVY or SDY and holding it forever? Let iShares or SPDR do the allocating.
    Sep 7, 2014. 09:57 PM | 6 Likes Like |Link to Comment
  • An Important Indicator Says Crude Oil Is Going Lower [View article]
    Looking at the 9/3/2014 issue of IBD the Settle prices of Oils (NYM) is in backwardation (out prices are lower). I assume that it hit a bottom or must you watch and plot the average of the numbers to get a long term view of prices direction?
    Sep 3, 2014. 09:53 AM | Likes Like |Link to Comment
  • Market Timing Report: Indicators Are Cued Up For A Bear Market [View article]
    Some stocks with PE's above 60 include AMZN, N, TRLA, DATA, VSAT, CRM, MAC, MAA, MSTR, PDCE, RGLD, SSTK, ILMN, PSIX, FNV, CBST, ADMP, SSYS, HES, EGP and TRIP. Some have PE's much higher than 60.

    Since July of 2013 each time the SP-500 has made a new high the 10 day average of new highs has made a lower high. I keep a daily spreadsheet. I get data from IBD. The 10 average right now is 178. The soldiers are not following the generals (From: Trading for a Living).

    I keep weekly data from IBD Investment Advisors. It's currently at 49.5 but has been above 55 for 24 weeks since the beginning of the year. I use 55 as a signal to be out.

    I recall that before the crash of 2000 the advance/decline line was in a downtrend since 1998. Today it's the A/D line is in a sharp uptrend. Could it be that the A/D line only includes stocks from the SP500? If anyone knows please let me know.

    The Russell 2K has been beat-up for some time.

    I've been bearish since Jan. 2014. I've been wrong.

    I think the article is well thought out.

    I would like to purchase a put on the QQQ's. Can anyone recommend if it should be at the money or at some other point. Someone mentioned that Soro's purchased a put. At what dollar amount and what expiration date? I've never purchased a put before.
    Aug 23, 2014. 06:52 AM | 1 Like Like |Link to Comment
  • Why Westport Innovations Is A Buy After Weak Second-Quarter Results [View article]
    My question relates to gasoline vs CNG not diesel.
    Aug 5, 2014. 07:27 AM | Likes Like |Link to Comment
  • Why Westport Innovations Is A Buy After Weak Second-Quarter Results [View article]
    How does Westport deal with the different engine compression requirements of CNG as compared to gasoline? Their website says the get get equivalent fuel economy. CNG has much higher octane but is less energy dense.
    Aug 5, 2014. 07:12 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014? Don't Drink The Kool-Aid [View article]
    I would like to add that the %Investment Advisors Bullish reading in IBD is at 62.6%. This is a contrarian indicator. I say that value above 55% is bearish for stocks. I've been recording this value every week since 2006. This is the highest reading that I have ever recorded.
    Jun 14, 2014. 09:28 AM | 1 Like Like |Link to Comment
  • The Great Correction Of 2014? Don't Drink The Kool-Aid [View article]
    I agree with the author but for different reasons. I look at money supply. Monthly data when compared to the same month from the previous year is up over 10% for M1 and 6.44% for M2. The monetary base is up 29.31%. In my experience major crashes have occurred after a contraction in the money supply. This could happen but hasn't happened yet. I would be concerned if M1 and/or was below 4%. We are still printing like crazy.

    I also look at futures. The data that I collect indicates that open interest in Bonds and the Vix are very high. The bonds have backed off a bit this last week. Open interest in the SP500 is very low.

    In general the market backs off this time of year. I expect a summer correction within the next month.
    Jun 11, 2014. 08:21 AM | 1 Like Like |Link to Comment