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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Discretionary Consumer goods "HAR".. 
LOL! I am still here as a long term investor. Minute
to minute traders proven to have no vision or ski
lls.
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Harman Int'l Industries (HAR)
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deepvaluejpm |
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9-Feb-10 05:00 pm |
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| 2. |
Re: No Worry with HAR&&39;s PE over 50
Using one's brain one realize stock is worth PV
of all future earnings NOT just spot E. Normalized
E seems to be over $5 considering competition died
in last cylce...
Business & Finance > Investments > Stocks (A to Z) > Stocks H >
Harman Int'l Industries (HAR)
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deepvaluejpm |
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9-Feb-10 04:59 pm |
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| 3. |
Re: Great long term investments risk/reward
You guys noticed HEK annoucement? Everyone knows I
make great calls from days of MF Global triple. I
am not perfect but real value added. Compare to Scamm
vu and Ph...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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9-Feb-10 02:55 pm |
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| 4. |
Re: Rexi vs RAS, thanks for playing
Rexi reported today. They are pofitable with a real
business model around leasing and distressed real
estate. RAS has Scam-Vu and a Ph-fleed.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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9-Feb-10 02:54 pm |
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| 5. |
Rexi vs RAS, thanks for playing
Long Rexi short RAS would have been a masterful stroke
since my post. Or just long Rexi. Or short RAs. h
ttp://www.google.com/finance?chdnp=1&chdd=1&chds=1
&chdv=1&chvs=maximized&chdeh=0&chdet=1265749200000
&chddm=1955...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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9-Feb-10 02:53 pm |
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| 6. |
Re: I own RAS
RAS is priced as an option appropriately. Its intrinsic
value when one considers debt load and after stakeholders
take their flesh seems to be aroud zero.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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9-Feb-10 01:25 pm |
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| 7. |
Re: Gold looks grossly over valued, please explain
the only real problem with this mathematical framework
of bats is the assumption we all agree gold is worth
something. it surely is, but it has no where near
the psychic hold it did pre...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
SPDR Gold Shares
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deepvaluejpm |
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9-Feb-10 12:33 am |
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| 8. |
Re: Salvaging RAS: Switch to Rexi
Born, An idiot would someone who might say something
like "I have a REALLY good idea why RAS is breaking
out" on January 8 prior to yet another total
implosion down lol. Supid is as...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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8-Feb-10 04:36 pm |
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| 9. |
I know where Foulger is!
At the 99 cent store returning his RAS shares before
they "reconnect" with zero.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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8-Feb-10 09:52 am |
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| 10. |
Re: Gold looks grossly over valued, please explain
Thanks for this BATS. Can you put the 1.7 trillion
on context? That's about 15% or so of GDP, right?
If your framework is robust, what makes us think the
value of non-gold fed assets...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
SPDR Gold Shares
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deepvaluejpm |
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8-Feb-10 08:39 am |
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| 11. |
Re: Great long term investments risk/reward
SMBL's merits include 1) surprising brand equity,
which they are stretching out of spreads into other
categories like heart healthy milk (which is an..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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8-Feb-10 08:31 am |
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| 12. |
Re: Goal Line Stand
ScamVu bet on the Colts, but he was using money he
*won* on the AFC championship so he did not really
lose.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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8-Feb-10 12:35 am |
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| 13. |
Re: Gold looks grossly over valued, please explain
Wrong. If peolpe paid $1,000 share for JDSU they got
reamed. Or a 2-bed $750K condo in Miami c2005. Price
is what you pay, value is what you get.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
SPDR Gold Shares
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deepvaluejpm |
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8-Feb-10 12:18 am |
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| 14. |
Re: Gold looks grossly over valued, please explain
See teh problem is gold by definition should not re-rate
ABOVE inflation. Another way to look at this is to
compare oz of gold to corvetter or oz of gold to avg
house in 1971. Looks equally over...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
SPDR Gold Shares
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deepvaluejpm |
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7-Feb-10 10:06 pm |
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| 15. |
Great long term investments risk/reward
SMBL: a future billion dollar consumer staples brand
AZN: Big pharma is incredibly cheap on its own guidance
numbers which include patent expriations. HEK: Richard
is down, but not out. Fortress b/sheet...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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7-Feb-10 09:03 pm |
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| 16. |
Re: Gold looks grossly over valued, please explain
Also, there is MUCH more gold in the world today than
1971. Look at the share price appreciation of Barrick
and such. Amazing. Everything they mine is above ground.
MY motivation: I own very little gold...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
SPDR Gold Shares
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deepvaluejpm |
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7-Feb-10 08:58 pm |
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| 17. |
Re: Gold looks grossly over valued, please explain
8.4% does not seem reasonable because an oz of gold
is not better or improved today vs past. I am just
trying to stir thought here. Let's think...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
SPDR Gold Shares
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deepvaluejpm |
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7-Feb-10 08:57 pm |
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| 18. |
Gold looks grossly over valued, please explain
The dollar was tied to gold until 8/71 when price was
$42. Adjusting 8/71 gold price for inflation gives
a price of $230, but gold trades over $1000. Explain
this.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
SPDR Gold Shares
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deepvaluejpm |
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7-Feb-10 06:42 pm |
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| 19. |
Re: Cooperman Out of RAS
Loan to own lol.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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7-Feb-10 09:40 am |
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| 20. |
Re: Cooperman Out of RAS
I can provide you excellent ideas. But you (the board)
allow Urascam to even breathe in my space. If you
knew who I was and understood that I am a serious
investor you'd be very keen to...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAIT Financial Trust
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deepvaluejpm |
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6-Feb-10 07:34 pm |
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