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fareastwarriors

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Everything posted by fareastwarriors

  1. http://www.marketwatch.com/story/solarcity-introduces-energy-storage-for-businesses-2013-12-05?reflink=MW_news_stmp SolarCity Introduces Energy Storage for Businesses
  2. Where are these gems from? http://www.businessweek.com/1999/99_27/b3636006.htm That was a gem. Thanks for posting.
  3. http://www.bloomberg.com/news/2013-12-04/wealthy-global-buyers-favoring-montreal-spur-17-gains.html Wealthy Global Buyers Favoring Montreal Spur 17% Gains
  4. SummerSearch.org help low income students through mentoring and summer programs and so much more! I'm a proud alum of the program in SF. It changed my life!
  5. Anyone looking at Petrobras? It dropped 10% today based on uncertainty over future fuel pricing. http://www.bloomberg.com/news/2013-12-02/petrobras-fuel-price-increase-puts-limit-on-subsidy.html
  6. http://seekingalpha.com/article/1869721-its-not-so-much-why-buffett-bought-exxon-mobil-its-why-he-bought-it-now It's Not So Much Why Buffett Bought Exxon Mobil, It's Why He Bought It Now
  7. Hartford Financial Bailout Warrants Double Since Auction http://www.bloomberg.com/news/2013-12-02/hartford-financial-bailout-warrants-double-since-auction.html
  8. “You can’t make a good deal with a bad person.” - WEB There might be some value but at what price are you willing to pay?
  9. http://www.irs.gov/taxtopics/tc851.html check out the above to see if he can qualify as "resident" under the IRS test. sorry, can't help much...but good luck.
  10. I opened a small position in PCQ when it traded at a slight discount to NAV. 7% market yield and since I am in Cali, the tax-free yield is even more juicy. No special insight. I just think some muni investors overreacted and it is rare for these PIMCO closed-end funds to trade at discount so I had to nibble a bit.
  11. http://www.ritholtz.com/blog/2013/07/global-cape-europe-cheap-usa-dear/ as of 6/30... Plan!!!!!!!!!!!!! I don't have anything of value to add to this topic...just happy to see you back man! :) +1 !!! Welcome back.
  12. I think social media stocks will be a hell of a short one day. how timely... In Silicon Valley, Partying Like It’s 1999 Again http://www.nytimes.com/2013/11/27/technology/in-silicon-valley-partying-like-its-1999-again.html?ref=business
  13. http://www.nytimes.com/reuters/2013/11/26/business/26reuters-usa-detroit-buffett.html?src=busln
  14. Why 100% Citi? Why not some BAC?
  15. There are many times where I can't buy certain companies due to work restrictions. Then I would have to wait until the company is off the restricted list. The restriction can last a day or weeks... It really kills the timing of my purchases sometimes because I can't take advantage of the price volatility. It is also a reason why I can't comment much on many topics especially with regards to specific companies. Our compliance department is extremely strict (for good reasons). With that said couple of reasons: ERICOPOLY's enligtening comments on BAC thread, the JPM settlement, and some cash came in.
  16. But I think it's great for long term investors. When a company "misses" an estimate, the price usually drops thus allowing investors like us to add to a position at a lower price. I love the financial media industry and the sell-side analysts. They help cause greater price volatility and volatility is my friend.
  17. Bought some FIAT yesterday and sold some NTRI.
  18. hahah that's pretty good.
  19. http://www.marketfolly.com/2013/05/li-lus-sohn-conference-presentation-on.html
  20. http://www.bloomberg.com/news/2013-11-22/bill-ackman-says-fannie-mae-is-most-interesting-opportunity.html Ackman Says Fannie, Freddie ‘Most Interesting’ Opportunity
  21. Tepper is really funny. ;D
  22. http://www.bloomberg.com/video/appaloosa-s-tepper-says-stock-markets-not-in-bubble-xsuYVJ46Qu6E52XtN0tX6w.html the mobile version of the site was not loading for me on my desktop so i posted another link
  23. White House Rejects Fannie-Freddie Recapitalization Plans http://online.wsj.com/news/articles/SB10001424052702304607104579210092350929498?mod=WSJ_hp_LEFTWhatsNewsCollection
  24. http://www.bloomberg.com/news/2013-11-20/warren-buffett-s-exxon-bungle.html Warren Buffett's Exxon Bungle
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