JaysRage

Blog Comment

JaysRage commented on Valyooo's blog post. 12:12 PM

Earnings growth....long term, is the rest just all noise?

In a way, yes, but projecting continued earnings growth without understanding how you got the current growth is potentially buying into false hope.   Ultimately, investing is about FUTURE earnings growth, not PAST earnings

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JaysRage commented on getrichdietrying's blog post. 12:40 PM

Any one know about trading options?

1) To me, trading options is about the opposite of "consistent, positive, income".   Options are about capitalizing on something that is out of whack.   Option prices reflect implied volatility.   If you are

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JaysRage commented on mikecart1's blog post. 1:14 PM

No One Ever Celebrates They Are Debt Free on Their Death Bed

I guess it depends on what you mean by investing in yourself.  If you mean self-gratification and a pursuit of happiness, it has diminishing returns in the short term and it has zero post-mordem returns.   

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JaysRage commented on mikecart1's blog post. 11:02 AM

No One Ever Celebrates They Are Debt Free on Their Death Bed

From my perspective, it gets at the point that there are very few things in our lives that have returns that last longer than our own lifetime.  

Since I believe in a real heaven, I believe that

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JaysRage commented on mikecart1's blog post. 11:19 AM

No One Ever Celebrates They Are Debt Free on Their Death Bed

Most of the people that I know more likely to treat themselves too much and have little concept of delayed gratification.   But yes, delayed gratification doesn't get you anywhere, if you delay it until it is too late to enjoy

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JaysRage commented on dragonLZ's blog post. 3:06 PM

Should we blame fundamental analysis or TMF analysts for this disaster?

Since I am adding in the missing 25% returns on NLY, I see outperformance beginning in the past 5 months.    

In addition, considering fundamentals in relationship to stock ticker performance, based on

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JaysRage commented on dragonLZ's blog post. 2:17 PM

Should we blame fundamental analysis or TMF analysts for this disaster?

I don't see the returns on NLY factoring in the 11.8% dividend.  Even at zero, a compounded NLY dividend returned 25%, which is reasonable.   

SFI was a legitimate threat to go bankrupt.   A

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JaysRage commented on jerryguru69's blog post. 4:01 PM

MCD - Golden Arches or Fool's Gold?

McDonalds has moved along with the tastes of their customers. Coffee, oatmeal, wraps.....etc.    Most take credit cards, have double-drive-thrus and a lot are moving to 24-hour.  If you have kids, they are REALLY easy

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JaysRage commented on L0RDZ's blog post. 1:24 PM

Did apple just jump the shark with 52 billion bond offering ?

I definitely think that Apple is waiting for a tax holiday, and why not?   With this kind of financing, they can wait forever, and it will still be cheaper than repatriating all that cash at the going rate.  

Blog Comment

JaysRage commented on Valyooo's blog post. 12:42 PM

Seriously, how does weakening a currency help exports?

Well giving away cars for free would export even more of them. How does that help the economy?

It doesn't.  That wasn't your question, though.   A weaker currency most

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JaysRage commented on Valyooo's blog post. 5:01 PM

Seriously, how does weakening a currency help exports?

That's exactly what happens....and at 20K Euroes, you'll sell more cars than at 40K Euroes, which will mean more exports....

Blog Comment

JaysRage commented on TMFDeej's blog post. 12:04 PM

Two Interesting New Ideas from an Excellent Blogger

TMFDeej -- The first article was an interesting read, but I'm kind of surprised why this is all that unusual of a situation.   Couldn't you essentially accomplish the same type of levered by on a lot of different stocks by

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JaysRage commented on TMFDeej's blog post. 4:37 PM

Another sign that the economy is improving - Car sales on a roll in March

I'm concerned that auto buying is at least slightly aided by a little bit of backsliding in loan scrutiny. 

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JaysRage commented on Valyooo's blog post. 2:57 PM

Thoughts for beginners part 5: How risky are options?

I love these articles.   They are great for generating great conversation on all of these topics.   Thanks for doing this!  

Blog Comment

JaysRage commented on Valyooo's blog post. 1:21 PM

Thoughts for beginners 3: Is shorting as risky as they say?

awallejr -- That's why I sell extreme out-of-money calls.   The risk is far lower.   You're basically taking the position that there is no way that stock gets to the mark you choose by the time of expiration.  

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