ValueInvestor

Comment Stream » Highest Rated

Comment Stream
Filter comments by:
Highest rated Latest comments
  • Cramer on Ultra-Short ETFs: Just Plain Wrong
    Well I'm looking at the CRB Encylopedia right now and the CBOE VIX index goes back to 1986, for a total of 22 years of data, not 19. Matt Moran is wrong, or simply not using the correct data. He's completely missing 1987.

    During the crash of 1987 the VIX hit its all-time high of 172.79. His data isn't complete.

    Also, the VIX has been over 50 on 5 other occasions (not a previous high of 49.53), so we're not really in an unprecedented period of volatility. Besides, while it may be overly volatile right now, it never lasts. Just like now the VIX is back into the 40's.
    Dec 29 15:47 pm |Rating: +4 0 |Link to Comment |View article
  • SEC's Meagan Chung Pleads Innocent
    Pretty appauling. My auditors check every single account balance down to the penny at every month end. I don't know how the SEC can say there's no way he could've be caught.

    How hard is it to match equity run and cash balances on a month or year-end basis to the records Bernie was keeping. Seems like a pretty simple check to me. All the SEC had to do was go to his broker, or custodian or both and check the records. A $50 billion differential shouldn't bee too hard to find. Cheung should be fired for cause.
    Jan 07 15:00 pm |Rating: +3 0 |Link to Comment |View article
  • Congress Considers Bailing Out Its Ethanol Mistakes
    We need to write and phone our congressmen and let them know we are not happy with the ethanol from corn industry. If nobody speaks out nothing will change. The only thing that will change a congressmans mind is a disgruntled voter.
    Dec 29 15:53 pm |Rating: +2 0 |Link to Comment |View article
  • Saudis Try to Re-Invent the Internal Combustion Engine
    Europe already has vehicles that get 40-50 mpg using clean diesel. Why North America doesn't do the same thing is mind boggling.

    The N.A. people tend to have a preconceived notion that all diesel is dirty, but the new low-sulfur diesel is just as clean as gasoline. The simple fact is that diesel is much more fuel efficient but we're afraid of it due to poor stereotypes. If Ford and GM were allowed to bring their EU models to N.A. there would be a big enough increase without a new ICE and they'd be able to meet congresses new fuel standards without reinventing their N.A. models.
    Dec 10 14:58 pm |Rating: +2 -3 |Link to Comment |View article
  • Oil: Major Short Squeeze Around the Corner?
    What is this short squeeze based on? Nothing?

    I've just looked at the CFTC's commitment of traders report and both the commercial and large spec traders are net LONG, not SHORT. While this doesn't distinguish between contract months, it certainly gives a good picture of the overall crude oil market. In the event of a near month squeeze you'd probably see a one or two day squeeze followed by more selling. The same thing happened in September when all the newswires reported "oil up $25" but then failed to say "oil down $25" the next day.
    Dec 08 16:43 pm |Rating: +2 0 |Link to Comment |View article
  • New Stock Valuation Method: Price to Book to Price to Tangible Book
    There are many ways company's can inflate their balance sheet and Book Value. Everyone should do a year by year comparison for the last 10 years of any company listing their goodwill, and depreciation. Any significant changes signal possible shady accounting.
    Jan 07 15:12 pm |Rating: +1 0 |Link to Comment |View article
  • Oil Won't Drop Forever
    "Oil Won't Drop Forever", wow, how insightful. Nice article Captain Obvious.
    Dec 04 14:36 pm |Rating: +1 0 |Link to Comment |View article
  • Commodities Are a Joke in This Market
    This article is a joke. Just because one asset class goes down doesn't mean its the end of that class for investment purposes. In that case Equities, Banks, Real Estate should all be thrown out of portfolio's as well.

    What is your Risk Index based on? It seams you didn't think the market was risky at PE ratios in the mid 20's in early 2008 but now that the markets at a PE of ~15 it's more risky? That begs the question what gives?
    Dec 02 14:24 pm |Rating: +1 0 |Link to Comment |View article
  • Cramer's Mad Money - Tricks of the Trades (11/28/08)
    Has anyone seen Tropic Thunder yet? I swear Tom Cruise's character was based on Jim Cramer. He was freakin hilarious.
    Dec 01 11:50 am |Rating: +1 0 |Link to Comment |View article
  • How Wall Street Has Failed the Individual Investor
    Wallstreet hasn't been looking out for the little guy for over 30 years now. They only have one thing on their mind and that's number 1, themselves. People have to be pretty naive to think any Wallstreet company has their best interests at heart. The only fiduciary duty they have is to themselves.
    Dec 01 11:46 am |Rating: +1 0 |Link to Comment |View article
  • Jeffrey Christian: Gold and Silver Could Spike
    Nice headline: "Gold and Silver COULD Spike". Well of course they COULD. Jeez, anything can do anything. Even Oil could drop to $3 a barrel. What a joke of an article.
    Nov 17 18:07 pm |Rating: +1 0 |Link to Comment |View article
  • Dow Jones-AIG Commodity Index Falls to Five-Year Low
    Of course the DJ Commodity Index is down a tonne. All the Commodity Indexes are now so heavily weighted to energy prices they had nowhere to go except straight down. They're a useless index IMO because its essentially just an energy index. Someone that wants broad diversification in commodities can't get it with these.

    The old Knight-Ridder CRB index was the best one around before Reuters-Jefferies got their hands on it and changed it into another energy index. It was 17 commodities EQUALLY weighted.
    Nov 12 12:06 pm |Rating: +1 0 |Link to Comment |View article
  • Is Buffett Really Losing His Touch?
    Doug Kass needs to get his head outta his #$!

    Until Warren gets dementia (if he ever does) he'll always be the worlds best investor. Besides, with a portfolio that big, I don't think anyone else in the world could do better.
    Nov 12 11:46 am |Rating: +1 -2 |Link to Comment |View article
  • Oil May Trade in the $80-100 Range for a While
    I just want to say your Headline is wrong. It should read Oil MIGHT Trade ... Of course Oil may trade between 80 and 100. May implies permission, and obviously the commodity is allowed to trade where ever it wants. Might implies probablility. I would think someone that writes articles would know better.
    Sep 19 11:05 am |Rating: +1 0 |Link to Comment |View article
  • Tough Love for Detroit Is Long Overdue
    Currently GM is a pension fund that makes cars, not the other way around. Until they get rid of the legacy costs there is no way they can compete with the other manufacturers around the world. The UAW and CAW are awful and destroying their own industry. They keep saying "we've already given up so much, and we won't give up any more". Well thats all good and well if their companies are going to survive, but it brings up the old adage, "whats 100% of nothing worth?" They can keep all their post-retirement benefits, but if there's no company left they're worthless.
    Nov 18 15:26 pm |Rating: 0 -1 |Link to Comment |View article

ValueInvestor's Comments Stream Stats

  • 89 Comments, 22 , 9
  • Total Comment Stream rating - = 13