Medici

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51 Comments

    • Sun Nov 23rd 03:43 AM
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      Commented on:
      General Electric: Genuine Risk of Collapse?
      5. Stating that Buffet has made a huge mistake is quite a leap here. He is very long term minded and his record speaks for itself.

      Even people with excellent long term records make mistakes....And this in investment, coupled with its timing is a mistake. In a phrase: Time Value of Money-



      On Nov 17 10:01 PM donzoab wrote:

      > Well written however totally slanted and missing some important facts.
      >
      > 1. GE has been winning very large contracts in Turbine and energy
      > sectors recently.
      > 2. GE has access to the TARP funds and the government is supporting
      > their use of commercial paper. This market will eventually open back
      > up. Just takes time
      > 3. GE is still profitable and growing their cash. Selling assets
      > and issuing some stock has helped them increase their liquidity in
      > time to support operations.
      > 4. While a great many companies are struggling to borrow money, GE
      > is now well capitalized despite the numbers shown above. With access
      > to the Fed window and TARP, they will have no problem meeting short
      > term debt obligations.
      > 5. Stating that Buffet has made a huge mistake is quite a leap here.
      > He is very long term minded and his record speaks for itself. <br/>6.
      > Panic in the markets always make for the best buying opportunities.
      > This one is deep and serious but will eventually recover. GE is not
      > going under here and $10 is a stretch. This is not AIG.
      > 7. GE can trim operating costs in many ways and Jeff Imelt is doing
      > the best he can in a very difficult environment. Jack Welsh for all
      > his returns destroyed the environment with negligence and greed in
      > many towns, cities and rivers during his tenor. Just ask the people
      > living along the Hudson River. Can you say PCB's.
      > Dow 6k could happen but that would just make this a better bargain.
      > My recommendation here is to buy some stock and take a PUT position
      > to limit any future downside, or write covered calls to increase
      > your total return.
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    • Mon Aug 25th 08:23 AM
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      Commented on:
      What's So Special About RadioShack? - Barron's
      The name says it all...."Shack&quo...
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    • Mon Aug 25th 08:20 AM
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      Commented on:
      Meet the Latest Quant ‘Newbie’
      Is the Post anything more than entertainment? Or the "Star" on steroids....
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    • Thu Aug 21st 08:23 AM
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      Commented on:
      Why I Finally Bought Fannie Mae
      The equity is worthless-
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    • Thu Aug 21st 08:21 AM
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      Commented on:
      IAC/InterActive Corp Is Finally Breaking Up
      You forgot to mention TREE, The lending and mortgage side of IAC's internet business, they must be happy to unload that division. The sum of the parts in this case will be worth more than the whole as the laggards and drags get jettisoned-
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    • Wed Aug 20th 21:16 PM
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      Commented on:
      Why I'm Buying Amylin Now
      Fair enough, but what about ELN, which released news that everbody knew with regards to a brain infection and BIIB inconjunction with the same? Isn't there better risk reward in those names?
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    • Wed Aug 20th 08:43 AM
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      Commented on:
      Tuesday Options Update: XLF, RKH, XLE, DIA, COF, TASR, GEOY
      Frankfurt/Hessen, these option summaries have been great, are you lost? Your comment is abuse, why bother-
      Andrew keep up the good work.
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    • Sat Aug 16th 20:51 PM
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      Commented on:
      A Blockbuster Arbitrage Opportunity
      This arbitrage is/was similar to VIA and VIA.B Shares, everyonce in a while they come along, the only downside is lost opp. value while watching the paint dry. There are many Arbitrage ops in options vs. equity that are much more expediant. Take a look at crox options, the Theoretical value is far below the premiun on long term leaps, vs. front month options and selling the equity.
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    • Fri Aug 8th 08:00 AM
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      Commented on:
      AIG: Willumstad's Hard Choice
      AIG is a Sell, o one likes uncertainity, and as for un-realized, does that mean not real? This stock is a teenager in the next few months
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    • Tue Aug 5th 08:23 AM
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      Commented on:
      Options Activity Suggests Likely Suitor for EMC
      The best way to play this with limited risk is writing a put spread. Buy the August 14 Put and sell the August 15 Put, this strategy gives you a protection down to 14.09 on the downside and approx $400 in profit per 10 lot if the stock closes anywhere at 15 or above. With limited margin this strategy can be implemented in size
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    • Sun Jul 20th 22:45 PM
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      Commented on:
      Mother of All Short Squeezes?
      Naked shorting Legal?? What? Crazzzyyy....It has nothing to do with the "free markets", essentially people could sell short more shares in a company than actually exsist...Thats not good for anyone in the "free markets". shorting is a good, naked shorting = bad.
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    • Sun Jul 20th 19:21 PM
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      Commented on:
      Short Sales: SEC Turns Back the Clock to 1931
      Naked Short Selling as it is called has always been illegal, this will be a BOOM for clearing firms Stock Locate Dept. with borrowing stocks short interest premiums. A hard locate simply means that the "shorter" has to now have the shares of a stock they are shorting, solidly borrowed with interest paid to the lender of the shares, rather than a "best effort" with no interest paid to the specific shareholder. The interesting things are that the Bank Shares have NOT eliminated there dividend as expected and many people shorting at the currently low multiples and share prices also have to pay the dividend to the lending shareholder, and eventual deterent-
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    • Sun Jul 20th 10:22 AM
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      Commented on:
      Barron's Goes Bullish on Banks, Again
      Barrons Loved GM, The Housing Sector and Now Banking? They Will go 3 for 3 with this pick, 3 for 3 to the downside that is.....Maybe there is still a little pop left after last weeks huge run, but the banks are a long way from being outright buys-
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    • Tue Jul 15th 08:28 AM
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      Commented on:
      Well-Capitalized Regional Banks: The Bottom Is In
      Foreclosures aren't anywhere close to being done yet, commercial re coming to the party, heating oil prices in the North this winter will break the averge person, why buy bottoms, buy good co's on the way up-
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    • Tue Jul 15th 08:23 AM
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      Commented on:
      Why I Bought Financials (Despite the Mess)
      Your article title should be "How I lost it All in Financials"(Despi... being advised not to), why try to pick bottoms....buy strength on dips not weakness-
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