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Valyooo (34.27)

August 2011



What are the most important parts of a 10q to read?

August 31, 2011 – Comments (4)

Usually when I invest I just use strategies and logic.  Low rate environment, I buy high yield bonds and agnc.  I dollar cost average.  I use contrarian indicators like RSI, VIX, bull/bear ratios, MFI, etc.  I find it pretty easy to pick out a best of breed stock by doing 10-15 minutes of research on history of profitability, look at costs of funding, and recent moves made by management and see if I like them or not.  I like to invest in companies that always beat estimates when their CEO says their growth will be stronger than usual, or their stock price is too cheap (for instance, when Jamie Dimon says it as opposed to when Moynihan says it).  I try to catch sector rotations and look at charts and identify competitve advantages of different companies and see if they are sustainable.  I love buying companies that fall back to their pre take over bid stock price when the deal falls through.   [more]



What is so special about the constitution?

August 15, 2011 – Comments (28)

Whenever somebody does not like the way our current government is running things, they say that it is not the way the founding fathers wanted it.  So what?  I find it particularly odd when so called anarchists or minarchists do this (I am an anarchist), because the founding fathers were still politicians.  [more]



If you complain about HFT computers, you're not cut out

August 11, 2011 – Comments (29)

Why does everybody complain about these devices?  [more]

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