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The 10 Most Recent Messages By mungofitch

Take me back to where I was.
  • Date: 1/26/15 3:09 PM
  • Number: 14861
  • Recommendations: 5
I love financial headlines. For entertainment purposes only, of course.
"Seagate Profit Soars on Revenue Growth" - Wall Street Journal
"Seagate (STX) Q2 Earnings, Revenues Fall Short of Estimates" -
(Continued...)
  • Date: 1/26/15 12:44 PM
  • Number: 254658
  • Recommendations: 9
I track it two ways.
(a) with the Russell 2000
(b) check each month end in the past to see whether Russell 2000 or S&P 500 equal weight did better at that month end.
Use whichever historically did best in the past in the current
(Continued...)
  • Date: 1/23/15 9:19 AM
  • Number: 215003
  • Recommendations: 23
Do you have any that didn't take place during one of the bigger stock market run-ups in history?

Such a list for the future would probably be handier than one for the past : )

Just did a quick scan of Value Line.
Stocks
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  • Date: 1/21/15 6:51 PM
  • Number: 214977
  • Recommendations: 30
FWIW

IBM expects 2015 earnings to come in around $15.75-16.50 a share.
I don't think many informed observers think that this is particularly unlikely.
Their earnings per share might rise or fall in future in real terms, but there
(Continued...)
  • Date: 1/21/15 6:16 PM
  • Number: 254597
  • Recommendations: 7
Again - what else would you want to know to evaluate this blend?


How many years since the blend was formulated?
How many years since each contributing screen was formulated?

Never underestimate the power of curve
(Continued...)
  • Date: 1/21/15 1:47 PM
  • Number: 214971
  • Recommendations: 5

and revenue continues to plunge.


Just curious...why would you think that IBM's revenues would matter?
Within a given business unit, yes,
but within a large and rapidly changing collection of businesses, no.

Jim
  • Date: 1/19/15 11:35 AM
  • Number: 254544
  • Recommendations: 3
Personally I like the idea of a relative-to-market trailing stop.
i.e., don't sell when the price drops a bit, sell when the stock starts underperforming.

By coincidence this is what you get (to a greater or lesser degree) from any MI
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  • Date: 1/19/15 7:43 AM
  • Number: 214945
  • Recommendations: 7
That paper indicates that high-beta stocks will produce higher returns

Epistemology to the front. What do you mean by "higher"?
Higher than a cap weighted index?
The lesson of that whole paper is that there is one
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  • Date: 1/17/15 4:37 PM
  • Number: 214935
  • Recommendations: 3
Jefferies Group is in talks to give FXCM a $200M lifeline, reports Bloomberg

One of the more interesting things from this deal is that it was ultimately
done by Leucadia (parent), not Jefferies (sub). It's really more of a Jef
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  • Date: 1/17/15 1:28 PM
  • Number: 254512
  • Recommendations: 6
But when a stock craters 8%+, it usually is not coming back.

Made me grin.
Must be some screens you use!

I'm a value screen guy.
If a stock isn't overvalued when you buy it, and the company's long
run business
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Take me back to where I was.
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