ArtfulDodger

Total Rating:
+9 / -6

94 Comments

    • Sun Nov 16th 22:40 PM | Rating: 0 -1
      Commented on:
      What's Oil's Future?
      Oil bulls never die; they simply sit drenched in the glut of oil yelling, Buy!
      View article »
    • Sun Nov 16th 14:58 PM | Rating: +2 -1
      Commented on:
      Four Reasons Stock Market Hope Will Overcome Despair
      Jason, very well thought out and written article. Whether we like the government throwing all this money into the economy or not, surely reasoning people have to recognize that it's going to cause monetary movement.

      It’s Keynesian—yes. I don’t like it—no. But it will cause things to perk up for a while. Everytime you pour more water into a pool it’s going to cause waves. Well, over $2 trillion thrown into a $14 trillion US economy and almost $600 billion tossed into China’s $3.3 trillion economy will cause tidal waves—just not overnight, as so many wish for.

      Nevertheless, you're gonna catch hell on this site for an article that goes against which way the markets are going.

      This site is filled with market followers. When one is going down, they think it's never going to stop. When up, the opposite.

      I went against them when they were all oil bulls and they wanted to string me up.

      My advice, get a bodyguard if you're going to go against the way markets are going and write on this site!

      The Dodger
      View article »
    • Sun Nov 16th 09:15 AM | Rating: +3 -1
      Commented on:
      Watch Peter Schiff: It Pays to Be Contrarian
      One of the problems, though, Boubou, is that Schiff, Rogers, and Roubini have been negative on US stocks since the DOW was down around 5000.

      Rogers moved very early into commodities and China, but he's stayed in both all the way through the latest sharp downturn. I'm sure he made a lot in the run up in both areas, but he's had to of gotten killed in both over the last several months.

      So, they've all been right of late about the US stock market, but they all also missed the huge run up from 5000 or so to 14000 and the chance to have sold out after some fat returns.

      In my view, it's wrong to follow perma-bulls like Ben Stein all the time, just as it's wrong to follow perma-bears like Schiff all the time.

      I listen to their views, but try to think for myself. Then I blame myself when things go wrong, and pat myself when they go right.

      And I never look back and say, I wish I had listened to ..., because it's not productive thought.

      Today, most everyone commenting on this site is negative. It's not a lock, but it's a good chance they're going to be as wrong as they were when they were all oil bulls, writing everyday to buy, buy, buy oil when it was $140 per barrel because it's never going to stop going up.

      They nearly put a hit out on my back in June and July when I wrote that oil would soon crash, as would commodities.

      The news on stocks is now all negative; everybody and his mother have dumped stocks and run into treasuries selling at all-time highs. They're going to get a lot for their money doing that.

      There are a few excellent buys out there today in stocks. Look for very low debt companies with lots of free cash flow that are in sectors that all the money the government is dumping into the system will benefit. Pick some with nice, fat dividends so you can collect them while you wait on the current madness to subside.

      That's what I'm doing. A year from now I think we'll be happy we did.
      View article »
    • Fri Nov 14th 07:01 AM | Rating: 0 0
      Commented on:
      Why Cisco and F5 Networks Love VMware and Microsoft
      Good article. Thanks.
      View article »
    • Thu Nov 13th 06:59 AM | Rating: 0 -1
      Commented on:
      The Shallowest Generation
      Samantha,

      I can't wait for your generation to take over this country.

      It's going to be fun having a group run the country that knows history all the way back to the `90s and is now in its 30s and is worried about social security.

      What impressive and presient thinking!

      Obama is supposed to be one of the last Boomers, but I'd say he's more a product of your generation --- always whining around trying to get something somebody else has. Always telling people how bad they have it and how the government can fix their lives.

      His view of the world is pretty sharp, I'd say. He said on the stump twice that he'd "visited all 57 states," and that he was a "child of the civil rights movement" because "his parents conceived him" right after the Selma March. He was born in 1961 and the March took place in 1965.

      He ought to make you and yours a great president.
      View article »
    • Thu Nov 13th 06:22 AM | Rating: 0 0
      Commented on:
      KHD Humboldt Wedag: Earnings Good Now, But Future Profits May Suffer
      You might add that KHD is selling at well over $4.50 per share under its Enterprise Value, has only 47cents per share in debt, and $4.50 per share in free cash flow.

      Off over $5.00 yesterday, surely such a fine company is a worthwhile buy.

      Do investors think such companies are simply going to fall off into the abyss never to return?

      Pinch me, will you?
      View article »
    • Wed Nov 12th 11:45 AM | Rating: 0 0
      Commented on:
      The Next Great Asian Bull
      Good info. Thanks.
      View article »
    • Tue Nov 11th 01:25 AM | Rating: 0 0
      Commented on:
      Ten High Yield, Below Book Stocks
      Although I have found over the last fifty years of dealing with them, albeit as little as possible, that no amount of evidence, proof, or reason will convince a Dumborat of anything, but here's a little evidence of who really caused the Subprime Blowout that has caused at least 80% of the current economic turmoil.

      Try this on Jake.


      How The Democrats Caused The Financial Crisis
      www.youtube.com/watch?...
      View article »
    • Mon Nov 10th 12:40 PM | Rating: +1 -1
      Commented on:
      U.S. Economy: There Are No Problems, Only Solutions
      John Lennon was an admitted Marxist and a known kook. He never had a real job in his life, and never ran a business. So he hated business. His idea of work was to lie around nude with the ugliest woman in the world and have someone take their pictures. She influenced his ideas, controlled him, and broke the Beatles up—and this goof let her do it.

      What his idiotic ideas of atheism and oneness have to do with settling the nation’s and the world’s problems are beyond me. But the oneness crowd thinks (and has brainwashed young pups like Quinn) into believing that we can solve anything if we’ll simply converge into one big lump of colors.

      Well, so far, since the creation of the United Nations the world has seen nothing but turmoil, the overthrow of nations, and the complete and utter raping and ravaging of one whole continent: Africa. And monthly new wars on practically every continent that sometimes last for decades.

      Europe joined into one big fifteen nation union and look at them—broke, in debt, and haven’t created a net job since the EU’s creation. All they know how to do is print more fiat money—and blame the US for their problems.

      Oneness has not solved one single problem. It’s brought us nothing but deformed DNA resulting in thousands of genetic diseases and indebted nations resulting in their having to grovel at the feet of Central Banks (more oneness) to borrow more money so there will be more busted out nations.

      A simple solution to the world’s problems is for nations to disconnect and each one work on its own problems—individually and independently. More oneness will cause more turmoil, more debt, more wasteful spending, and more indebtedness to Oneness Banks.

      Taxing energy is another idiotic idea—invented by leftists who think the planet is about to burn up and explode (or who are using that hoax to create more government and have more control over the people).

      Stop it all now! Before it’s too late.
      View article »
    • Mon Nov 10th 12:06 PM | Rating: 0 0
      Commented on:
      The Shallowest Generation

      How The Clinton Administration's HUD Caused The Subprime Blowout
      www.youtube.com/watch?...
      View article »
    • Mon Nov 10th 12:00 PM | Rating: 0 0
      Commented on:
      The Shallowest Generation
      More Proof of the Clintons' Role Behind the Subprime Blowout

      See this 1999 article in the NY Times that documents the Clintons were behind pushing Fannie Mae into making more subprime loans to minorities who could not qualify for conventional loans. Remember, it was the Clintons' policies that caused banks to have to make subprime loans in the first place.

      Here is a quotation from that article: "Fannie Mae, the nation's biggest underwriter of home mortgages, has been under increasing pressure from the Clinton Administration to expand mortgage loans among low and moderate income people. . ."

      Here is the site for the entire article, which goes on to explain how risky subprime loans were: query.nytimes.com/gst/...

      Furthermore, Calif. Congressman Tom Tancredo recently said that perhaps a million Illegals living in CA, AR, NV, and NM had returned to Mexico and South America, because of the crash in construction building. The wake of their leaving has left perhaps 200,000 homes empty --- and banks with as many worthless loans. Most were living in these homes having made no down payment and oftentimes never having made any payments at all --- due to the Clintons forcing banks to make these sorry, high-risk loans.

      In fact, you could easily say, and back it up with a preponderance of evidence that, this entire financial mess is the result of the Clintons' invention and promotion of subprime loans.

      However, during the election the Liarcrats managed to blame Bush and the Republicrats for "deregulating the lending industry," and the Stupid Party with John McCain in the lead quite oddly blamed some generic evil they called Wall St., and let the Devilrats off the hook

      What a bunch of morons! For not putting the blame where it rightly belonged, the Republicowards will most likely be Minority Party for the next fifty years and because they did not inform the American people who actually caused the Subprime Blowout, they elected the same people to fix the mess that caused it in the first place.

      God help us!
      View article »
    • Sun Nov 9th 19:44 PM | Rating: 0 0
      Commented on:
      The Shallowest Generation
      Samantha:

      Per usual, you children are getting your info from leftist Hollywood.

      The truth is, few Boomers were hippies, and I know hundreds, including me, who never touched the first drug.

      Your generation worships humans, such as Slick Willie Clinton and Obama. And this alone will doom you, because you trust in human hands.
      View article »
    • Sun Nov 9th 15:16 PM | Rating: 0 0
      Commented on:
      The Shallowest Generation
      I didn't know the Boomers started welfare, SS, food stamps, medicare, maxicare, payments to those not working; and that they nationalized cancer (that’s done a lot of good!), took us off the gold standard, created a central bank that prints fiat money at will, opened the gates up to every 4th world immigrant breathing, enacted steep progressive income taxation, started national highway projects, built the military complex, pushed the nation into two World Wars plus Korea and Vietnam, enacted excise taxes and tariffs on whatever, used the government to make wealth transfers to certain races and age groups, enacted corporate taxes, inheritance taxes, started deficit spending, ordered companies to match a worker's SS, to pay workman's comp; and placed onerous rules and regulations on everything from hamburgers to autos to manufacturing, in addition to a whole host of other things the modern government has done.

      Of course, the Boomers also legalized abortion in 1972 and the pill in 1964—so that now the oneness crowd can say, America is not producing enough children to keep future generations up, so the nation must immigrate even more illiterate broke 4th worlders.

      And of course, the Boomers began radicalizing the Supreme Court back in the early part of the last century when TR appointed the first atheist evolutionist, Oliver Wendel Holmes, to the court—who led the way to help get the income tax and other unconstitutional burdens laid on the people. Then I suppose the Boomers advised both FDR & Ike and had them put more radicals on the court who hated the Constitution.

      The child who wrote this article must have found some Abbie Hoffman material and swallowed it like perhaps one-half of 1% of the Boomers did. Those of that group not dead, like Hoffman, are working in the government or are tenured at what are now mostly leftist universities and colleges.

      Re this crack that Dumborats make all the time: "The top 20% of households make 12.5 times the lowest 20% of households. This ratio was 7 to 1 in 1982. The top 1% of households make 20% of all the income in the U.S., the highest rate since 1928."

      This is because the US continues to immigrate poorer and poorer people from 4th world countries. Take them out of the equation and the ratios narrow quite a lot. But no, we’re bringing even more in—illegally or otherwise.

      So, of course, this is simply more WoodrowWilson-Hoover-F... balderdash. Each one of these—and only two are Boomers and certainly one fits in quite well with the Abbie Hoffman followers—have dumped on the Constitution and taken the federal government miles and miles further away from its original principles.

      As far as the greatness of the "Great Generation" (so named by leftists such as Tom Brokow), they should be called the brainwashed generation, because they bought every syllable of propaganda vomited forth from the only three networks the nation had then and still has now: ABC, CBS, NBC.

      Now, thank God we have the non-partisan, non-propagandizing CNN, PBS, CNBC, MSNBC, the History Channel (ahem), BET, and oodles others to help the Big Three feed hoi polloi honest and objective material.

      I’m sure this child has also read a few of the writings of Heather Booth, Steve Max, Mickey Flacks, Nick Egleson, Barbara Garson, Amy Kesslemen, Vivian Rothstein, Naomi Weisstein, Alan Haber, Jerry Rubin, Paul Booth, Steve Max, Jim Mosonis, Allen Ginsberg, Arthur Waskow, Lee Weiner, Lee Webb, Todd Gitlin, Huey Newton, Malcolm X, Tom Hayden, Sydney Hook, Michael Harrington, Saul Alinzky, and Jack Newfield.

      Have I left out any Marxists this little boy may have read? Well, that’s all I can think of right now.

      By the way, the US government has enacted almost every thing (in some degree) this group advocated.

      The biggest thing I can fault the Boomers for is going about their lives while this small group of leftists ruined their nation.
      View article »
    • Sun Nov 9th 13:22 PM | Rating: 0 0
      Commented on:
      Ten High Yield, Below Book Stocks
      It's fine to look at the PE & PEG, but surely what is more important in the current economic arena is the balance sheet.

      For a dividend-paying stock I want a company that has a relatively low long-term debt to equity ratio. I would put that ratio far above the PE & PEG.

      Moreover, I would want to make sure the company had actual earnings, i.e., free cash flow --- and plenty of it. And a nice fat net profit margin, which shows how efficient the company is run, and in these times it may well take an efficiently run company to survive and thrive to the point of continuing to pay its dividend.

      Here are a couple of those type of companies, all of which I own:
      French Telecom (FTE)
      Statrolhydro (STO)
      Taiwan Semi (TSM)
      Yanzhou Coal (YZC)
      Huaneng Power (HNG)
      Frontline (FRO) [FRO has a little more debt than I generally like, but it has lots of cash, plenty of free cash flow, a huge NPM, and the dividend is a monster, which the company has paid for quite a while.]
      Dominion Resources Black Warrior Trust (DOM)
      Pfizer (PFE) [The only worry here is the new leftist US government putting price caps on drugs; otherwise the yield is about 7.5% and the company makes about $15b in free cash flow.]

      Artful


      View article »
    • Tue Nov 4th 22:01 PM | Rating: +1 -1
      Commented on:
      Biotech Update: Arena Pharmaceuticals, Acusphere, Cephalon, ViroPharma, Auxilium
      Good info! Thanks.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»