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Good point. It wouldn't take much to get a Pavlovian response from the HFT side of things.
I guess my thing is this: what are your best ideas? Those ideas may change over time and what mine are are likely going to be different from someone else (an…
While I'm sure it may upset their worshipers, I think the Fed is at fault, financial media has some blame and there's just a different culture of investing. It's not a culture of "investing" anymore as much as it is a culture of traders.
http://www…
Yep, it's time to close this thread when some resort to name calling and painting the broad brush on a group. There is no chance for a civil discussion here.
I've stopped discussing anything political or anything remotely having to do with it on t…
Sear's shares (SHLD) are down over 9% as of 3:37 pm today.
If my math is correct, that means about 100M shares of SHLD are down $3.17 which equates to a loss of $317M of shareholder value in one day.
So much for the $400M loan Eddy, the market j…
Or you could buy a UK focused ETF except that it doesn't seem the FTSE has suffered much from the Scottish uncertainty. In general I think the market and the currency know Scotland won't vote to split and its priced in. If the Scots do vote to spl…
Reply to Scott: Re: "Long Diageo"
Good move. I wouldn't sell. Likely all the publicity will increase demand for this product. (Actually, it's making me a bit thirsty:-)
Corny - but those old enough will recall that after Gerald Ford became Pres…
It's not "leaking" as much as it has become a "MOPE" (Management of Perspective Economy) where the goalposts are moved, interventions are commonplace and someone says one thing only to have someone say something else a few days later.
Crimson Wine Group (CWGL) is a spin-off of famed Berkshire-esque investment company Leucadia (and that company's former chairman is on the board.) I don't own it, but reasonably valued and shareholders get a discount on wine ordered.
@ Scott - you state that Fairholme owns 23% of Sears.
Seems to be a lot of discrepancies (at least at M*) over how much Fairholme owns of Sears and 'when' they actually bought it. M* shows Fairholme (and I assume they mean the fund) owns 13.35% and…
Again, not something I'd suggest, but if you believe the result is GBP positive, then you're long FXB.
" Too late now, but a month ago, Scotch whiskey makers might have been a good short term play as events like this often cause irrational hoarding…
I wouldn't try to play this because it's just too intervention-y/something comes out of left field-y, but:
1. I hate Dennis Gartman, but there is the Gartman Gold/British Pound etf:
http://advisorshares.com/fund/ggbp. So you're effectively going l…
It makes me wonder if nobody else was willing to make that loan?
We've had threads regarding Sears before relating to their troubles. They have been at the edge for a long time. I keep hearing they have value in their real estate. Why don't they …
Too late for me. I bought shares of Softbank during the lull after the opening bell. I don't have enough billions to get any of the IPO shares anyway.
I added during the dip earlier, too.
I'd recommend reading the annual report if you have a moment…
I do think the 0.15% is a good thing, as I'd much rather it be a % than a fixed amount.
Also, Apple-related, I think this is an interesting look at the processor:
http://www.extremetech.com/computing/189787-apples-a8-soc-analyzed-the-iphone-6-chip…
Good discussion Scott. I remember when the iPod came out it didn't have much of a impact at first but after a bit of time it started to fly off the shelves.
I have been reading that the iPhone 6 is already sold out. Deliveries are now 4-6 weeks. T…
What concerns me regarding tech continues to be tension between US tech and china.
China Internet Regulator to Qualcomm: 'We Should Make Money Together'
http://online.wsj.com/articles/china-internet-regulator-to-qualcomm-we-should-make-money-togeth…
Alibaba to boost IPO size:
"Alibaba (Pending:BABA) is planning to increase the size of its IPO due to strong investor demand.Previously setting a $60-$66 price range per share, the Chinese e-commerce company plans to announce the new price range as…
`. I do like that Apple is getting a %, however small (0.15%.) With inflation, % of a number that is gradually growing over time.
`. They are set up for Apple Pay at Whole Foods, which was one of the announced retailers. However, in a positive for …
John that helps a little. But what happens when you chose your favorite social media site? Sorry for my keep asking, but it is the social media side that I am unfamiliar with.
I'm guessing a link appears in your Facebook news feed or Twitter feed? I…
Bloomberg also has a documentary on Alibaba playing today, which was produced in 2012 and follows Alibaba's fight against Ebay, along with a look inside the company in general.
Trailer:
Softbank is available as both an OTC listing and as an ADR. Any difference between the two?
Foreign ordinaries (ending in F) at some (not all, check with your brokerage) brokerages cost an additional amount to trade in - a number of brokerages tack …
I've read that the initial public offer price for Alibaba shares may be increased before the IPO due to such strong demand already.
That's what Jim Cramer has been saying. He seems to be a big fan of the IPO at the original price of $60-$66, but…
Scottland just seems to small (population, GDP, etc) to me to create the black swan event the author is concerned about.
I think it's an event that may cause further stress for GBP, but aside from that, I'm not really seeing how it is an event that …
Confirmation bias draws viewers to FOX, so it's not too much of a surprise that it's numbers are greater than the balance of other cable outlets.
There's confirmation bias happening on media for both sides. Fox on one, things like Huffpost and MSN…
I like Alibaba, but as I mentioned in another thread, the VIE structure is a risk element that people should be aware of (in other words, you're not investing directly in Alibaba.) You have Alibaba and Tencent as companies that have managed to bran…
@JohnChisum Maybe the place is full, but I saw a national ad this week that Olive Garden is offering a free entree when you buy one entree. I know that is not an original concept, but it is one used by very marginal businesses. While your wallet…
I can't think of a single asset class that's not overpriced - with the exception of cash.
I added (new)/added to a couple of things a couple of days ago, but I haven't strained so hard to figure out what to do/investment ideas in quite some time. Fi…
I had my utility funds and reit fund hurt the worst, as Scott stated, the interest rate sensitive ones, and the only two that were up today in my portfolio were two stocks Ive been slowly buying ( WWAV and SKX) that I would like to add to, but they…
Interest rate sensitive stocks down today. MLPs down as well. Concerns over rising interest rates.
Can't wait for when a concern become a full fledge worry...I need a drink, anyone seen the punch bowl?
I think the thing is this: if you have any …
"I think you're also looking at a smaller pool of retail investors as a % of the broad population than you had 5-10 years ago."
That might be a good thing, suggesting that the smaller pool is perhaps a little more seasoned, and maybe a little less …
I think there's worry and there's a significant amount of investor psychology that is still damaged. I do think that things aren't as rosy as the media would like to make them out to be, but I think if you're looking at broad retail sentiment, it's …
PS: I bit the bullet today and made a small speculative wager in the commodities pond - which is in addition to my typical static weighting in that area. I expect that the next time thermometer hits -40 below in Minneapolis, I should be be to unl…
My equity exposure remains relatively low for many reasons - mostly personal factors. I'm however very curious about commodities because I feel they may represent a profitable short term trading opportunity (also one fraught with peril). Pundits…
Could an investor think of the commodities sector as an inflation hedge?
Companies like Rio Tinto (RIO) or BHP Billeton (BHP) pay an solid 4ish% dividend.
I like anything that resembles a toll road - railroads
CSX raising guidance after hours.…
BIP owns 27% of Vale's infrastructure. From Q2:. "We also continue to work toward the completion of the previously discussed acquisition of 27% of Vale’s Brazilian rail and port business, VLI. This business consists of approximately 4,000 km of rail…
Could an investor think of the commodities sector as an inflation hedge?
Companies like Rio Tinto (RIO) or BHP Billeton (BHP) pay an solid 4ish% dividend.
http://seekingalpha.com/news/1977095-end-of-the-iron-age-as-iron-ore-prices-slide-to-five-y…
Hi John. All too complicated for me.
In bull markets you hear things like:
- World's population is growing. People need to eat
- Limited supply of most resources (well ... before fracking)
- Paper currencies always depreciate. Hard assets hold the…
