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jbzw

jbzw
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  • OSHC Owners Forum [View instapost]
    Hello, can you shed any light on Mr. Seidman closing out his position on OSHC ? Also, do you have a comment on the recently announced additional repurchase authority of up to 130k shares. I read that announcement as good news. Thanks.
    Nov 20, 2014. 08:40 PM | 2 Likes Like |Link to Comment
  • PetroQuest: Weak Q3 Ups The Ante On Thunder Bayou [View article]
    Thanks for your article.I am a holder of the 10% notes which I view is the preferable way to obtain a reasonable return.
    Nov 13, 2014. 07:12 PM | Likes Like |Link to Comment
  • Why Alcatel-Lucent Investors Should Rest Easy About AT&T's CAPEX [View article]
    Lets check its price this time next year. Differences of opinion make the market work.
    Nov 13, 2014. 10:10 AM | Likes Like |Link to Comment
  • A Properly Diversified Portfolio Includes Gold [View article]
    It is not an insurance policy, but an alternative type of investment. If things go bad, everyone who holds it will be in competition with other gold holders. Imagine going to your gas station and asking it to trim off enough of your coin for a fill up. If one is going to hold metals, silver is more practical. No thanks.
    Nov 12, 2014. 07:20 PM | 1 Like Like |Link to Comment
  • Why Alcatel-Lucent Investors Should Rest Easy About AT&T's CAPEX [View article]
    Investors in this company should never rest easy.
    Nov 12, 2014. 07:11 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Politics That Could Affect Our Retirement Portfolios And Income [View article]
    NMC is correct about Obamacare action being in the Supreme Court. One Black Swan may well occur if it rules that the subsidies only are available to State established exchanges. The pressure is back on the Chief Justice who cast the previous swing vote.
    Nov 10, 2014. 02:44 PM | Likes Like |Link to Comment
  • ARCP - A Tempest In A Teapot Creates Buying Opportunity [View article]
    Your thought is even better than tripling the edge of the cube. Thanks.
    Nov 6, 2014. 09:59 AM | Likes Like |Link to Comment
  • ARCP - A Tempest In A Teapot Creates Buying Opportunity [View article]
    Not just a tempest, not just a teapot. When a checkbook doesn't balance and is off only 29 cents, it doesn't mean the error is only 29 cents. Cavet emptor squared and tripled.
    Nov 5, 2014. 09:04 PM | Likes Like |Link to Comment
  • American Realty Capital Comes Clean, And I Feel Dirty [View article]
    Thanks for reiterating the necessity of diversification. Investors can try to do as much diligence as possible and still be hit with losses for all kinds of reasons. Having a diversified portfolio is one method of insurance against total disaster. Ted Williams couldn't bat a thousand and neither can even the best investors. My practice is to dump bad apples as soon as possible. Others follow a different approach. Please do not feel bad about your efforts and keep giving readers your ideas.
    Nov 3, 2014. 10:00 PM | 2 Likes Like |Link to Comment
  • Gilead's EPS Miss Is Investors' Gain: Gilead's A Buy On Harvoni Success [View article]
    Thanks for your input. I am long on this one. Do you have a view on Icon,Plc (ICLR) ?
    Nov 3, 2014. 10:02 AM | Likes Like |Link to Comment
  • Banc Of California: Bought 100 Shares At $11.7 [View instapost]
    Thanks for your detailed comments. I note four holders own almost 25% of the stock. It may be on the possible takeover list, together with other financials such as PBCP, PROV, PBIP, and OSHC. I appreciate your sharing your thoughts for SA readers.
    Nov 1, 2014. 06:25 PM | Likes Like |Link to Comment
  • Junk Bond CEFs Could Be Poised For A Pullback [View article]
    Thanks for your article.I do not buy any bond funds but only individual bonds. The herd sells at the wrong time and for any reason. Income from the funds become illusory when the NAV plummets. Bonds are much different from stocks and should be bought on the merits of the issurer's ability to pay the interest and principal. The funds are under pressure to buy based upon funds available and can often end up with less than desirable issues. Not for me.
    Oct 13, 2014. 09:05 PM | Likes Like |Link to Comment
  • HYLD - A High-Yield Bond ETF With A Twist [View article]
    I also use preferreds, but avoid etfs and funds. Good luck.
    Oct 11, 2014. 01:26 PM | Likes Like |Link to Comment
  • HYLD - A High-Yield Bond ETF With A Twist [View article]
    Bonds, yes. Bond funds, no.
    Oct 10, 2014. 09:48 PM | Likes Like |Link to Comment
  • Bonds = Risks [View article]
    Bonds = risk? Must a typo - stocks= risk. I would rather be a creditor than an owner now.
    Oct 10, 2014. 09:46 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
733 Comments
456 Likes