mark.d.hines

http://www.Vestopia.com/markh
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31 Comments

    • Tue Aug 12th 18:35 PM | Rating: 0 0
      Commented on:
      Market Outlook: It's Still All About Housing
      Frank! It's great to hear from you. I’m not in the habit of regularly checking the comments on SeekingAlpha, so I’m glad I caught this one as I enjoy your analysis. Feel free to log onto our Vestopia website, and let me know what’s new. We would absolutely love to have more of your thoughts and comments showing up on our site (Vestopia.com).
      View article »
    • Fri Jul 11th 22:53 PM | Rating: 0 0
      Commented on:
      Smallcaps With Attractive Price-to-Book Ratios
      Hi Jakester. Here are two brief ideas…

      1) This is a long term strategy, so the results after 9 months have little relevance (feel free to read some of the research reports linked above if you want more information).

      2) The overall stock market is down significantly since the list was posted in October 2007. However, the majority of the stocks on the list have actually outperformed the S&P500 and the Russell 2000 Value, so by those benchmarks performance has been good.

      Thank for your comments.
      View article »
    • Wed May 28th 13:11 PM | Rating: 0 0
      Commented on:
      The Relationship between Oil, Drillers and Refiners
      Hi H.W. I agree with you. This is just a short sample period of data for only a few stocks. It was only meant to give folks (and myself) a rough confirmation of a general relationship that many people assume to be true. Obviously there are a lot more factors at play, and a lot more robust models can be built for those inclined to do so. Thanks for you comments.
      View article »
    • Wed May 28th 13:09 PM | Rating: 0 0
      Commented on:
      The Relationship between Oil, Drillers and Refiners
      MarkR- I have access to some premium price data services that I cannot share, but you can get the same data for free all over the Internet. Try Yahoo!Finance for historical stock prices and try this link for historical oil prices:

      tonto.eia.doe.gov/dnav...

      Also, here is a link to my original article, which includes more detail on the regression results:
      vestopia.com/Blogs/Mar...
      View article »
    • Thu Apr 17th 12:04 PM | Rating: 0 0
      Commented on:
      Does the Nikkei Predict Moves in the S&P500?
      Hi Jan,
      That's not a bad idea. I'll try to run some regressions using more global indexes to see if I can increase the explanatory power of the model. Thx, Mark.
      View article »
    • Fri Apr 11th 01:07 AM | Rating: 0 0
      Commented on:
      Blogonomics: The Seeking Alpha Model
      Hi David,
      I love SeekingAlpha, but I have to admit... It annoys me to no end when you guys change the title of my blogs. I understand you guys have good intentions, but most of the time you end up changing the meaning altogether. Also, I occasionally notice you try to improve my grammar, but in most cases my grammar is correct to begin with and your editors make it worse. Anyway, I love your site.
      View article »
    • Fri Apr 11th 00:24 AM | Rating: 0 0
      Commented on:
      Stocks Are the Place to Be - Google and Apple in Particular
      Wow, I have to admit, I’m a little surprised that this blog entry showed up on Seeking Alpha. This was a very quick blurb I wrote for my private blog at Vestopia, and I didn’t expect the Seeking Alpha people would pick it up. Anyway, a couple points for clarification. 1) My Seeking Alpha Bio is incorrect. While at Northern Trust my team managed approximately $1.5 billion (not $1.5 million as the bio suggests). 2) You can view all of my holdings and trading activity (in real time), at Vestopia.com. 3) There is currently no charge to use Vestopia- it’s totally free (i.e. I’m not trying to sell anything). 4) I love the unabashed comments by the SeekingAlpha readers. This site is truly a great place to exchange ideas. Thanks all for your comments.
      View article »
    • Mon Mar 24th 01:38 AM | Rating: 0 0
      Commented on:
      Future at Abercrombie and American Eagle Not So Grim
      Great point User 167169. The folks at Pali Research used the same technique as you, but they surveyed teens all across America by giving them $100 mall gift cards that were good at stores like Abercrombie, American Eagle, Wet Seal, Hollister, Pac Sun, Aeropastale, etc. American Eagle was the hands down winner! Check out their research/documentary if you have access:

      paliresearch.com/blog/.../


      www.streetinsider.com/...


      View article »
    • Fri Mar 21st 13:15 PM | Rating: 0 0
      Commented on:
      Four Ways To Gain Hedge Fund Exposure On The Public Market
      Very true. These hedge fund managers cashed out when market valuations were high, and now they look like geniuses because the market valuations are so low.
      View article »
    • Sat Mar 15th 10:54 AM | Rating: 0 0
      Commented on:
      Future at Abercrombie and American Eagle Not So Grim
      SDA- Thanks for your comments. That is good perspective.
      View article »
    • Tue Feb 12th 13:35 PM | Rating: 0 0
      Commented on:
      Walgreen: Attractive Valuation and Growth Story
      Chungst,
      Thanks for the friendly debate. Would love to have more of your comments showing up on our Vestopia website at:
      vestopia.com/Blogs/Mar...
      View article »
    • Sat Feb 9th 12:28 PM | Rating: 0 0
      Commented on:
      Walgreen: Attractive Valuation and Growth Story
      Hi Chungst,

      Thanks again for your comments, and your point on ink cartridges is well-taken. However, I still think the convenience argument stands. When time is critical people aren’t going to wait 3 to 5 business days for an Internet delivery when they can pick it up at Walgreen’s in 5 minutes. It's like buying Coke out of a vending machine; why do people pay $1.25 when they can get it from the grocery store for 25 cents. Convenience.
      View article »
    • Fri Feb 8th 14:05 PM | Rating: 0 0
      Commented on:
      Walgreen: Attractive Valuation and Growth Story
      Chungst-

      Thanks for your comments, and I appreciate your perspective. I also think you are incorrect to believe Walgreens needs compete with WalMart on cost.

      The compelling reason for customers to shop at Walgreens versus WalMart is convenience. It takes about three minutes to park your car, walk into a Walgreens, find what you want, pay for it, and be back in your car again. At WalMart, it takes three minutes to find a parking spot, four minutes to walk to the front door, ten minutes to find what you want, ten minutes to pay for it… you get the point.

      Also, Walgreens has much more convenient locations that the typical WalMart.

      Walgreens is able to charge higher prices because they provide convenience. That’s just Michael Porter 101.


      Mkreisel – great point on international markets.
      View article »
    • Fri Feb 1st 22:08 PM | Rating: 0 0
      Commented on:
      6 Reasons to Short Housing Stocks
      Good call lobsterboy. I am the author of this article, and I've got some homebuilder puts. Check it out at vestopia.com/markh
      View article »
    • Fri Feb 1st 22:06 PM | Rating: 0 0
      Commented on:
      6 Reasons to Short Housing Stocks
      Good call lobsterboy. I am the author of this article, and I've got some homebuilder puts. Check it out at vestopia.com/mark
      View article »
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