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airlarr

airlarr
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  • Nanosphere: A Unique Long Opportunity [View article]
    Price I, I own the shares and wrote a blog on the company when the stock was much higher. I agree there is great potential, but management has over-promised for years. Hence the terrible stock price fall for many years.
    NSPH is the purest of speculations. I will hold my shares but no fresh money.
    Larry
    Aug 18 04:47 PM | 2 Likes Like |Link to Comment
  • TheĀ Italian Runaway Train [View article]
    Edward, thanks for a very good article. You are more likely to get more readership if you can substantially reduce the size of your writings.
    Your charts tell most of the story, political stuff aside.
    Larry
    Aug 18 04:39 PM | Likes Like |Link to Comment
  • A Surprising New Portfolio Diversifier [View article]
    Eric, last winter was brutally cold, driving up earnings for utilities and their stock prices.
    Care to make a guess on the impact on earnings?
    I've always liked natural gas utilities but the valuation scares me away.
    Larry
    Aug 9 10:05 AM | Likes Like |Link to Comment
  • Economists Try To Calculate The Wages Of Angels Dancing On Pinheads [View article]
    Excellent work. Please update periodically (especially when we hear more about inflation noise). I have learned slowly in my life that the bond market is the best indicator of changing economic conditions.
    Larry
    Aug 5 06:58 PM | 4 Likes Like |Link to Comment
  • The Ease Of REIT Conversion Portends Danger For REITs [View article]
    Dane, agreed, tax overhaul is somewhere down the road, carrying with it good and bad surprises for investors. But it's impossible to predict how the fickle politicians will end up on the REIT issue.
    Aug 5 05:05 PM | 2 Likes Like |Link to Comment
  • DC Payments - 9.5% Yield With A 44% Cash Flow Payout Ratio [View article]
    Who are similar companies operating in the USA? Are U S competitors a potential threat to DCI?
    Aug 5 04:36 PM | Likes Like |Link to Comment
  • Private Payrolls Beat Expectations In June [View article]
    Let's figure.., based on history, an increase in part time jobs eventually will result in an increase in full time jobs. This is simply how employers run companies in a period of uncertainty like we have.
    The result is strong profit margins and low wage growth, all bullish for stocks and mediocre for workers.
    I can understand an investor reducing risk positions, e.g., stocks. But a net short is quite negative and painful during a period of slow economic growth (the best environment for stocks). When your losses grow, it is time to re-think the strategy. I learned this painful lesson big time during 2008-09.
    Good luck, Larry
    Jul 3 03:17 PM | Likes Like |Link to Comment
  • Looking For A Bargain In Closed-End Funds? [View article]
    Stocklvr, take a look at page 102 of AWF's most recent annual report:
    http://bit.ly/1josomW.

    AWF was paying out more dividends than their investment income for a few years. In the past I have found this occurring in other closed end funds. It can lead to sharp dividend cuts.
    Now is probably a good time to buy AWF, after the cut. Investing in closed end funds takes more research than open end funds, which generally pay out an amount equal to investment income.
    Good Luck, Larry.
    Jun 26 04:25 PM | Likes Like |Link to Comment
  • Rise Of The Machines: Why A Robot May Be Your Next Surgeon, And How You Can Benefit [View article]
    Certainly an exciting product. Titan does not have prior products approved by regulatory authorities. Thus Titan faces extra scrutiny and delays in earning approval.
    Titan spent about $ 5million on R and D during 2013, the full year. Is this enough to develop a break thru robotic product????
    I am dubious, but good luck.
    Larry
    Jun 18 06:44 PM | Likes Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    Chuck, you cherry pick from today's winners. How about old GM, Lehman, AIG, Citibank, BAC, all the mortgage companies, etc.
    Go back to 2004 or prior and apply your criteria. How many of those companies are MIA? How does that affect your results? You are sort of being a Monday morning quarterback.
    You normally do excellent work, but this analysis falls short.
    Larry
    May 29 11:10 PM | 10 Likes Like |Link to Comment
  • Arbor Realty Trust: A 7.4% Yield And Principal Protection For Your Retirement Account [View article]
    Josh, in the past I looked at ABR and passed, due its complexity and high risk. Can you briefly comment on the overall risk of the underlying company, ABR? How will fare during a future recession?
    May 27 04:42 PM | 1 Like Like |Link to Comment
  • American Homes 4 Rent Preferred Stocks, Opportunities And Risks [View article]
    Doug, another V G, thoughtful article, thanks.
    Can you give your view on why the bond market is rather strong recently, while most economic news is bullish, pushing up the stock market?
    May 27 04:34 PM | Likes Like |Link to Comment
  • Canadian Solar, First Solar: Great Long-Run Opportunities [View article]
    Darko, have you reviewed the financial statements of CSIQ? I gave them a quick browse, there is lot of meat of the table to digest, many currency issues, currency losses, transactions with related parties, the always worrying Chinese operations, etc.

    Then there is the whole issue of government subsidies and where they are headed.

    You didn't address these issues. Your top level analysis is ok for plainer, simpler businesses, but not for a business like CSIQ.
    May 25 03:25 PM | 2 Likes Like |Link to Comment
  • Chesapeake Energy Is Finally Joining EOG Resources In Its Oil Success Story [View article]
    What is the CAPS system? First time I have heard the term.
    Apr 30 05:46 PM | Likes Like |Link to Comment
  • Lightstream: Drilling For Value And A 9% Dividend [View article]
    My mistake: the above comments do not apply to LSTMF, instead they apply to AWRE.
    Sorry.
    Apr 29 12:01 PM | 1 Like Like |Link to Comment
COMMENTS STATS
223 Comments
142 Likes