gordon's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/96453/comments http://seekingalpha.com/article/140354-dividend-stock-investing-two-sectors-with-the-most-stable-yields?source=feed#comment-524263 524263 Supervalu just raised div a penny to 70cents/yr.
General Maritime has confirmed $2/yr div. due to longterm charters(77% vessels)
Verizon div is safe for 2009, and in 2010. as long as wireless segment payment continues. Payout ratio looks safe.
Calamos is now at about a 5% premium but pays 8.5cents/month.
Yes, the 35% leverage has to be watched/considered. Riskiest of group.
good luck.]]> Sat, 30 May 2009 13:59:01 -0400 Supervalu just raised div a penny to 70cents/yr.
General Maritime has confirmed $2/yr div. due to longterm charters(77% vessels)
Verizon div is safe for 2009, and in 2010. as long as wireless segment payment continues. Payout ratio looks safe.
Calamos is now at about a 5% premium but pays 8.5cents/month.
Yes, the 35% leverage has to be watched/considered. Riskiest of group.
good luck.]]> http://seekingalpha.com/article/137982-is-gartman-right-about-shorting-the-dow-and-gold?source=feed#comment-507276 507276 Sun, 17 May 2009 12:28:13 -0400 http://seekingalpha.com/article/137979-housing-market-rebound-by-2010-not-likely?source=feed#comment-507272 507272 Sun, 17 May 2009 12:25:16 -0400 http://seekingalpha.com/article/138086-more-good-news-record-high-credit-card-defaults?source=feed#comment-507267 507267 Sun, 17 May 2009 12:20:15 -0400 http://seekingalpha.com/article/137553-the-government-continues-to-mess-with-monetary-policy?source=feed#comment-504245 504245 Thu, 14 May 2009 15:46:37 -0400 http://seekingalpha.com/article/137553-the-government-continues-to-mess-with-monetary-policy?source=feed#comment-503953 503953 Thu, 14 May 2009 13:34:40 -0400 http://seekingalpha.com/article/137392-the-government-has-played-its-hand-nicely?source=feed#comment-502244 502244 phantom jobs they added in April 2008, and it includes 38K construction jobs! Look at the big jump'npump from March, wow, must be BLS started a green shoots garden!
www.bls.gov/web/cesbd.htm

Do you know how they arrive at these fraudulent numbers? According
to Phil Grande (philsgang.com) radio, they comb the 7 or 8 Federal Reserve Bank districts, whatever number it is, and look at NEW CORPORATE FILINGS. Many, of course, are bogus tax dodges, S-Corps, mom & pops, but they decide how many employees each of these POTENTIALLY will hire. Bingo!]]> Wed, 13 May 2009 12:36:31 -0400 phantom jobs they added in April 2008, and it includes 38K construction jobs! Look at the big jump'npump from March, wow, must be BLS started a green shoots garden!
www.bls.gov/web/cesbd.htm

Do you know how they arrive at these fraudulent numbers? According
to Phil Grande (philsgang.com) radio, they comb the 7 or 8 Federal Reserve Bank districts, whatever number it is, and look at NEW CORPORATE FILINGS. Many, of course, are bogus tax dodges, S-Corps, mom & pops, but they decide how many employees each of these POTENTIALLY will hire. Bingo!]]> http://seekingalpha.com/article/137410-putting-the-reit-maturity-crunch-into-perspective?source=feed#comment-502233 502233 Wed, 13 May 2009 12:27:04 -0400 http://seekingalpha.com/article/137392-the-government-has-played-its-hand-nicely?source=feed#comment-502129 502129 Wed, 13 May 2009 11:36:08 -0400 http://seekingalpha.com/article/137392-the-government-has-played-its-hand-nicely?source=feed#comment-502123 502123 If he wasn't bought- off he would make all banks taking any taxpayer money pay a MINIMUM say, 3% on a 6-month or 1-yr FDIC CD.]]> Wed, 13 May 2009 11:32:35 -0400 If he wasn't bought- off he would make all banks taking any taxpayer money pay a MINIMUM say, 3% on a 6-month or 1-yr FDIC CD.]]> http://seekingalpha.com/article/137410-putting-the-reit-maturity-crunch-into-perspective?source=feed#comment-502105 502105 Wed, 13 May 2009 11:22:17 -0400 http://seekingalpha.com/article/136681-friday-s-unemployment-numbers-mark-an-inflection-point-for-economy?source=feed#comment-498298 498298
"Five US banks, according to data in the just-released Federal Office of Comptroller of the Currency's Quarterly Report on Bank Trading and Derivatives Activity, hold 96 per cent of all US Bank derivatives positions in terms of nominal values, and an eye-popping 81 per cent of the total net credit risk exposure in event of default.

“The top three are, in declining order of importance: JPMorgan Chase, which holds a staggering $88 trillion in derivatives; Bank of America with $38 trillion, and Citibank with $32 trillion. Number four in the derivatives sweepstakes is Goldman Sachs, with a mere $30 trillion in derivatives; number five, the merged Wells Fargo-Wachovia Bank, drops dramatically in size to $5 trillion. Number six, Britain's HSBC Bank USA, has $3.7 trillion." (Geithner's Dirty Little Secret, F. William Engdahl, Asia Times)

The derivatives meltdown could have been avoided if Glass Steagall had not been repealed. Instead, the biggest banks have become the most reckless speculators creating trillions of dollars in poison assets which will eventually be dumped the taxpayer. Even worse, the banks have used their political influence to transform the FDIC (the agency which guarantees bank deposits) into the primary funding-mechanism for the purchase of toxic assets through the Treasury's Public Private Investment Program (PPIP) Bernanke helped Geithner launch the PPIP and was part of the Greenspan-led deregulatory movement which created the very problems he's now trying to resolve. Neither Bernanke nor Geithner have made any effort to restore the regulatory regime that preceded the crisis.]]> Sun, 10 May 2009 21:29:04 -0400
"Five US banks, according to data in the just-released Federal Office of Comptroller of the Currency's Quarterly Report on Bank Trading and Derivatives Activity, hold 96 per cent of all US Bank derivatives positions in terms of nominal values, and an eye-popping 81 per cent of the total net credit risk exposure in event of default.

“The top three are, in declining order of importance: JPMorgan Chase, which holds a staggering $88 trillion in derivatives; Bank of America with $38 trillion, and Citibank with $32 trillion. Number four in the derivatives sweepstakes is Goldman Sachs, with a mere $30 trillion in derivatives; number five, the merged Wells Fargo-Wachovia Bank, drops dramatically in size to $5 trillion. Number six, Britain's HSBC Bank USA, has $3.7 trillion." (Geithner's Dirty Little Secret, F. William Engdahl, Asia Times)

The derivatives meltdown could have been avoided if Glass Steagall had not been repealed. Instead, the biggest banks have become the most reckless speculators creating trillions of dollars in poison assets which will eventually be dumped the taxpayer. Even worse, the banks have used their political influence to transform the FDIC (the agency which guarantees bank deposits) into the primary funding-mechanism for the purchase of toxic assets through the Treasury's Public Private Investment Program (PPIP) Bernanke helped Geithner launch the PPIP and was part of the Greenspan-led deregulatory movement which created the very problems he's now trying to resolve. Neither Bernanke nor Geithner have made any effort to restore the regulatory regime that preceded the crisis.]]> http://seekingalpha.com/article/136681-friday-s-unemployment-numbers-mark-an-inflection-point-for-economy?source=feed#comment-497886 497886 www.financialsense.com...]]> Sun, 10 May 2009 13:55:27 -0400 www.financialsense.com...]]> http://seekingalpha.com/article/136681-friday-s-unemployment-numbers-mark-an-inflection-point-for-economy?source=feed#comment-497880 497880 bls.gov/web/cesbd.htm
]]> Sun, 10 May 2009 13:49:21 -0400 bls.gov/web/cesbd.htm
]]> http://seekingalpha.com/article/136681-friday-s-unemployment-numbers-mark-an-inflection-point-for-economy?source=feed#comment-497847 497847 My take: Over 55 women? Anyone here believe that? This is bogus.
What? They took cashiers jobs at Walmart in desperation?
Even Dean Baker is skeptical www.truthout.org/050909Z


On May 10 01:22 PM gordon wrote:

> Yea, you're a PUNDIT, allright, you are in with the CNBC Crudlow
> Goldilocks Cheerleaders! More specifically, CON-ARTISTS. The BLS
> is now revising previous months TWICE, Feb & March were revised
> down another 66,000 jobs. Census added 60,000 TEMP jobs, and they
> aren't even all hired at once. The BLS corrupt BIRTH/DEATH model
> created 226,000 PHANTOM "newly created" jobs: link>
> www.bls.gov/web/cesbd.htm
> wow! Even 38,000 CONSTRUCTION jobs created out of thin air. It's
>
> more than the 176,000 they added in April 2008! And you're boasting
> about the household survey? Where they telephone the same 60,000
> people(not businesses) (actually they only call half that many!)?You're
> a con-artist, this blog is full of cheerleaders who need to separate
> out the FACTS.]]> Sun, 10 May 2009 13:34:18 -0400 My take: Over 55 women? Anyone here believe that? This is bogus.
What? They took cashiers jobs at Walmart in desperation?
Even Dean Baker is skeptical www.truthout.org/050909Z


On May 10 01:22 PM gordon wrote:

> Yea, you're a PUNDIT, allright, you are in with the CNBC Crudlow
> Goldilocks Cheerleaders! More specifically, CON-ARTISTS. The BLS
> is now revising previous months TWICE, Feb & March were revised
> down another 66,000 jobs. Census added 60,000 TEMP jobs, and they
> aren't even all hired at once. The BLS corrupt BIRTH/DEATH model
> created 226,000 PHANTOM "newly created" jobs: link>
> www.bls.gov/web/cesbd.htm
> wow! Even 38,000 CONSTRUCTION jobs created out of thin air. It's
>
> more than the 176,000 they added in April 2008! And you're boasting
> about the household survey? Where they telephone the same 60,000
> people(not businesses) (actually they only call half that many!)?You're
> a con-artist, this blog is full of cheerleaders who need to separate
> out the FACTS.]]> http://seekingalpha.com/article/136681-friday-s-unemployment-numbers-mark-an-inflection-point-for-economy?source=feed#comment-497832 497832 www.bls.gov/web/cesbd.htm
wow! Even 38,000 CONSTRUCTION jobs created out of thin air. It's
more than the 176,000 they added in April 2008! And you're boasting about the household survey? Where they telephone the same 60,000 people(not businesses) (actually they only call half that many!)?You're a con-artist, this blog is full of cheerleaders who need to separate out the FACTS.
]]> Sun, 10 May 2009 13:22:10 -0400 www.bls.gov/web/cesbd.htm
wow! Even 38,000 CONSTRUCTION jobs created out of thin air. It's
more than the 176,000 they added in April 2008! And you're boasting about the household survey? Where they telephone the same 60,000 people(not businesses) (actually they only call half that many!)?You're a con-artist, this blog is full of cheerleaders who need to separate out the FACTS.
]]> http://seekingalpha.com/article/136617-earnings-beat-rate-sticking-at-62?source=feed#comment-496803 496803
At the 1932 bear market bottom the yield was 10.50% and the P/E was just under 10. At the 1942 bear market bottom the yield was 8.71% and the P/E was 7.3. At the next great bear market bottom in 1974 the yield was 5.9% and with a P/E of 7.24. If we take this same reading at the 1982 low the yield was 6.2% and the P/E was 6.9. Presently, the yield on the S&P is at 2.62 and the P/E sits at 58.97. Yeah, I know that many of the analysts show the P/E on the S&P to be in the 20 to 21 range. That is bogus. Those numbers are based on the so-called “operating price earnings.” The P/E based on Generally Accepted Accounting Principles is 58.97 and that is the same measure as has been used throughout history. The so-called operating price earnings is a measure that became popular in the 1990’s as we moved into the George Orwellian socialist society of today. In any event, based on the real P/E as is represented by GAAP it is safe to say that the P/E and the dividend yield are nowhere near par, and as a result this data also suggests that the March low was NOT the bear market bottom.]]> Sat, 09 May 2009 13:00:52 -0400
At the 1932 bear market bottom the yield was 10.50% and the P/E was just under 10. At the 1942 bear market bottom the yield was 8.71% and the P/E was 7.3. At the next great bear market bottom in 1974 the yield was 5.9% and with a P/E of 7.24. If we take this same reading at the 1982 low the yield was 6.2% and the P/E was 6.9. Presently, the yield on the S&P is at 2.62 and the P/E sits at 58.97. Yeah, I know that many of the analysts show the P/E on the S&P to be in the 20 to 21 range. That is bogus. Those numbers are based on the so-called “operating price earnings.” The P/E based on Generally Accepted Accounting Principles is 58.97 and that is the same measure as has been used throughout history. The so-called operating price earnings is a measure that became popular in the 1990’s as we moved into the George Orwellian socialist society of today. In any event, based on the real P/E as is represented by GAAP it is safe to say that the P/E and the dividend yield are nowhere near par, and as a result this data also suggests that the March low was NOT the bear market bottom.]]> http://seekingalpha.com/article/134591-u-s-consumer-s-opinion-of-the-march-rally-macro-message-doesn-t-reflect-markets?source=feed#comment-486285 486285 zerohedge.blogspot.com...]]> Fri, 01 May 2009 20:39:13 -0400 zerohedge.blogspot.com...]]> http://seekingalpha.com/article/134234-nothing-about-this-economy-is-surprising?source=feed#comment-484268 484268 Thu, 30 Apr 2009 12:59:42 -0400 http://seekingalpha.com/article/133182-why-jim-rogers-and-robert-shiller-aren-t-buying-u-s-stocks-yet?source=feed#comment-477900 477900 www.frontlinethoughts....]]> Sun, 26 Apr 2009 12:23:54 -0400 www.frontlinethoughts....]]> http://seekingalpha.com/article/132918-where-are-markets-now-technical-fundamental-and-valuation-reference-points?source=feed#comment-477263 477263 www.frontlinethoughts....]]> Sat, 25 Apr 2009 17:00:06 -0400 www.frontlinethoughts....]]> http://seekingalpha.com/article/132918-where-are-markets-now-technical-fundamental-and-valuation-reference-points?source=feed#comment-475944 475944 ftalphaville.ft.com/bl.../]]> Fri, 24 Apr 2009 12:28:48 -0400 ftalphaville.ft.com/bl.../]]> http://seekingalpha.com/article/132918-where-are-markets-now-technical-fundamental-and-valuation-reference-points?source=feed#comment-475825 475825 Fri, 24 Apr 2009 11:36:31 -0400 http://seekingalpha.com/article/132177-is-the-economy-at-an-inflection-point?source=feed#comment-473211 473211 their propaganda.]]> Wed, 22 Apr 2009 16:16:29 -0400 their propaganda.]]> http://seekingalpha.com/article/131998-banks-and-consumers-say-no-to-more-debt?source=feed#comment-471670 471670 Tue, 21 Apr 2009 16:04:11 -0400 http://seekingalpha.com/article/131998-banks-and-consumers-say-no-to-more-debt?source=feed#comment-471351 471351 Tue, 21 Apr 2009 12:51:20 -0400 http://seekingalpha.com/article/131754-on-the-burden-of-home-ownership?source=feed#comment-469702 469702 Mon, 20 Apr 2009 11:17:47 -0400 http://seekingalpha.com/article/131754-on-the-burden-of-home-ownership?source=feed#comment-469689 469689 Mon, 20 Apr 2009 11:12:43 -0400 http://seekingalpha.com/article/131685-six-at-least-reasons-to-sell-this-rally?source=feed#comment-469667 469667 Mon, 20 Apr 2009 11:01:28 -0400 http://seekingalpha.com/article/130172-is-the-next-shoe-about-to-drop?source=feed#comment-457974 457974 Geithner still won't reveal it to Congress.]]> Thu, 09 Apr 2009 16:33:33 -0400 Geithner still won't reveal it to Congress.]]>