Hi Perry. Thanks for the welcome message - PDE. Currently only have a few positions. Actually am consulting for a privately held oil and gas compan...
Hi Perry. Thanks for the welcome message - PDE. Currently only have a few positions. Actually am ... More
Hi Perry. Thanks for the welcome message - PDE. Currently only have a few positions. Actually am consulting for a privately held oil and gas company out of the UK - Rosehill Energy! http://www.rosehillenergy.com/in
dex.html
The website doesn't really disclose, but our CEO and one of the founders of the company is Lord Fred Ponsonby of the UK. Are you still in London?
Take good care;
PDE Close
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Just curious, since there will be an opportunity to automatically invest real dollars, I'm wondering how the performance numbers are calculated? This ...
Just curious, since there will be an opportunity to automatically invest real dollars, I'm wondering... More
Just curious, since there will be an opportunity to automatically invest real dollars, I'm wondering how the performance numbers are calculated? This would be important to know before signing up. Close
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Perry, just wondering what brokerage firm you guys are going to hold the managed accounts at??
Perry, just wondering what brokerage firm you guys are going to hold the managed accounts at??
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Want to go on tv to promote your site, email me back? i assume youll know how
Want to go on tv to promote your site, email me back? i assume youll know how
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I think it's safe to swim again.
Re: http://www.covestor.com/mbr/ling
_edm/blog/5112?comments=1#commen
ts
I think it's safe to swim again.
Re: http://www.covestor.com/mbr/ling
_edm/blog/5112?com... More
I think it's safe to swim again.
Re: http://www.covestor.com/mbr/ling
_edm/blog/5112?comments=1#commen
ts Close
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Psst. BCON. Lets see how long it lasts :) it's due for a bigger spike than this.
Psst. BCON. Lets see how long it lasts :) it's due for a bigger spike than this.
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Hey Perry,
I have a suggestion to make concerning the Covestor platform and website: I think it would be beneficial to enable the users to add other ...
Hey Perry,
I have a suggestion to make concerning the Covestor platform and website: I th... More
Hey Perry,
I have a suggestion to make concerning the Covestor platform and website: I think it would be beneficial to enable the users to add other members to some sort of Friends list. It would create a much more community feeling to the site and would allow us to meet others and exchange ideas with them through the site. Having a 'Friends List' would certainly kick up the activity since we would be able to more readily find one another. I know Covestor already has a 'Track List' but a Friends List is something wholly different and will add a more personal means of using the site. Let me know what you think, and thanks for your time. Close
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I am personally working on some thinking/research on the risk-reward relationship. The fundamental question to be asked: what is reward without risk? ...
I am personally working on some thinking/research on the risk-reward relationship. The fundamental q... More
I am personally working on some thinking/research on the risk-reward relationship. The fundamental question to be asked: what is reward without risk? And if it risk and reward are universally intertwined, then one must ask: what is the proportion between the reward I am pursuing versus the risk I am incurring? Close
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DIVX's volatility is what attracted me to it, because I am a bottom-feeder and I only invest in companies that seem to be 'troubled' but are actually ...
DIVX's volatility is what attracted me to it, because I am a bottom-feeder and I only invest in comp... More
DIVX's volatility is what attracted me to it, because I am a bottom-feeder and I only invest in companies that seem to be 'troubled' but are actually either on the way to recovery or doing fine.
Unfortunately I overslept this morning (I have a cold) so I missed all of the action. I would have added more to my position at any share price below $7.00. If we look at the steep decline of DIVX (or the steep decline of any stock) using a behavioral psychology perspective, we can see that there is a chance of immediate recovery since any combination of these three things can happen:
1.) those holding shares before the decline and still holding it afterward will want to add more to their position if they still have a longer performance perspective for the stock and want to lower their cost basis.
2.) those not holding the stock but who catch notice of the decline might take a position now that it looks "at a deep discount" or "cheap"
3.) the stock can rebound within a matter of days or at weeks
Some examples of this rapid decline and rebound are FMT, TMA, and SCA. Had you and I traded quickly within a matter of days with these stocks, we would have seen returns between 20-100%. With DIVX, it is slightly a different matter because it is not facing major concerns so it is not going to swing 100% or so. However, DIVX is likewise volatile and has seen a likewise 'steep' decline in its market cap. Not only would I stay in at this level, I would add more shares to my position. I sat in front of the computer during after-market most of the day yesterday, and at any point I could have sold my holding in DIVX for $7.75 for a gain of about +12%, but I did not do so because I expect to sell at $9.87. I intend to add more to my position on the condition that DIVX sinks below $7.
Thanks for your question and I hope my thoughts were helpful in some way.
-Ben? Close
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Recently received the following thoughtful investment advice:
If you had purchased $1,000.00 of Nortel stock one year ago, it would now be worth $49.0...
Recently received the following thoughtful investment advice:
If you had purchased $1,000.00 of... More
Recently received the following thoughtful investment advice:
If you had purchased $1,000.00 of Nortel stock one year ago, it would now be worth $49.00.
With Enron, you would have had $16.50 left of the original $1,000.00.
With WorldCom, you would have had less than $5.00 left.
If you had purchased $1,000 of Delta Air Lines stock you would have $49.00 left
But, if you had purchased $1,000.00 worth of beer one year ago, drank all the beer, then turned in the cans for the aluminum recycling REFUND, you would have had $214.00.
Based on the above, the best current investment advice is to drink heavily and recycle.
PHP Close
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I do believe the conforming, agency REITs have bottomed. In fact, they bottomed last August - just look at the charts for ANH, MFA, CMO, NLY, etc. I...
I do believe the conforming, agency REITs have bottomed. In fact, they bottomed last August - just ... More
I do believe the conforming, agency REITs have bottomed. In fact, they bottomed last August - just look at the charts for ANH, MFA, CMO, NLY, etc. I do agree with you that non-conforming mortgage REITs may have further to fall. Close
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My daughter will be passing thru heathrow next month on her way to Uganda. A few years ago exchanged homes with a fellow who lived in Virginia Waters....
My daughter will be passing thru heathrow next month on her way to Uganda. A few years ago exchanged... More
My daughter will be passing thru heathrow next month on her way to Uganda. A few years ago exchanged homes with a fellow who lived in Virginia Waters.
PHP Close
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You asked last week about my purchase of LUV on valuation. Of course the overarching concern is the state of the U.S. economy. I offer you site where ...
You asked last week about my purchase of LUV on valuation. Of course the overarching concern is the ... More
You asked last week about my purchase of LUV on valuation. Of course the overarching concern is the state of the U.S. economy. I offer you site where you can gain advanced insight into the state of and the direction the U.S. economy is heading. Railfax will give you a week by week accounting of boxcar shipments by U.S. railroads. An out of the box exceptionally powerful tool.
http://railfax.transmatch.com/ Close
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Perry you write of rising house prices and rising interest rates...things have turned around now and at least in the states we have falling house pric...
Perry you write of rising house prices and rising interest rates...things have turned around now and... More
Perry you write of rising house prices and rising interest rates...things have turned around now and at least in the states we have falling house prices and falling interest rates...and yet I have less faith in the markets at the moment. What are your thoughts? Are you seeing something different in England? Bob Close
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PerryBlacher
S&P 500 
16.38%
-26.34%
