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14 years ago @ The Disciplined Investor - TDI Podcast: Mark Hann... · 0 replies · +1 points

Thanks, I do start with Bloomberg, then CNNMoney Pre-Market. Finviz is wonderful and I use it extensively (I think I first heard about it on your show) for portfolios and screening. Reuter's Power Screener used to be the best, however they stopped because it was platform specific. I did notice that Yahoo now has a java based Screener -- a little flakey but nice.

dgp

14 years ago @ The Disciplined Investor - TDI Podcast 226: Bubbl... · 1 reply · +1 points

Another wonderful show. I was surprised to hear Das mention that the German bank structures are a mess. When you think German, you think organized and efficient. What, exactly, are the problems with their structure?

One other question, Das mentioned that his strategy is now to purchase far out of the money options and let the volatility do its work. How far? I typically profit on in-the-money options and anytime I trade way out of the money options I have no such success.

dgp

14 years ago @ The Disciplined Investor - TDI Podcast 218: The D... · 1 reply · +1 points

Just for the record, I can't imagine anyone calling Andrew politically biased from any angle. He keeps his discussions financial in nature and attempts to avoid partisanship, in my view.

I was originally posting to comment on the guest, Corey, and his technical analysis discussion. I was recently at a conference where Ken Fisher told the crowd he uses absolutely no technical analysis in his management style, just company and sector research. My view is, you can call a company/sector good or bad .until you are blue in the face, yet if it is going up, it is going up. And if it is going down, no fundamental indicator will stop it.

I'd also like to ask a specific question on falling stocks. I purchased several PUTs on KBH last evening before their earnings came out. They dropped this morning and I captured half the gains and left half on the table. The question is, when a stock is heavily shorted like KBH, doesn't that sort of create a built in damper on the drop? The shorts have to buy back at some point.

dgp

16 years ago @ The Disciplined Investor - TDI Podcast 158: Curzi... · 0 replies · +1 points

NFLX is on a rip roaring tear. Growth is around 25% with earnings approaching $2.5. A target near $62.5 appears to be reasonable, yet this is the level of your suggested short due to high PUT volume and higher competition. It is hard to go against the trend, but after breaking the $100 level where will it end?

dgp

16 years ago @ The Disciplined Investor - TDI Podcast 151: The P... · 0 replies · +1 points

Andrew,

I actually had to stop listening to that last show. My thought is, I can understand Tim's anger at a system that spawns so much bad advice. However, it is like my anger at the current amount of government spending -- I can't take it out on the average bureaucrat who spends, it is the entire structure that needs to be overhauled. My wife tells me not to get unset on my father-in-law, rather get upset with Nancy Pelosi. Anyway, that show may have been needed, but it was hard to listen to.

On a lighter note, what the hecks up with AIG. How can a company with such problems shoot up like that? And, yes, that is a rhetorical question, as I know the answer. My question is, how do you get any real fundamental information on a sugar daddy like AIG? Or perhaps just stay away from it. I have half a mind to either short it or buy a far in the money put with a high delta and long time horizon. Any thoughts?

Thanks for all your good material. Looking forward to a nice light hearted, high energy show next week. I won't say you owe us, but...

dgp

16 years ago @ Left, Right & Cent... - Healthcare Endgame; Jo... · 0 replies · +1 points

Paul, my PJ O'Rourke suggestion was actually more prescient than some 20 year old material. He's a bonafide Cato fellow who recently wrote a very interesting book explaining the Wealth of Nations in laymens terms. So, he is a libertarian, he's funny and he's got a lot more old school economic sense than anyone on the show. The Cato Organization seems to be the only place you can get good practical and economical information on Healthcare alternatives.

dgp

16 years ago @ Left, Right & Cent... - Healthcare Endgame; Jo... · 14 replies · +1 points

Just to be clear, I'm not suggesting Tony be replaced, rather one of the three from the left (or progressive if you will) be replaced by a libertarian. I think an adjustment like that would more accurately represent the public. Being that Matt is the moderator and Robert is the most well versed and opened minded of the left, that leaves....

16 years ago @ Left, Right & Cent... - Healthcare Endgame; Jo... · 0 replies · +1 points

And Robert Scheer emphasizes that last point on every show. Although, this week he appeared to waiver on his contention that this faulty policy needs to go away.

16 years ago @ Left, Right & Cent... - Healthcare Endgame; Jo... · 4 replies · +1 points

"that everyone will be able to pay for health care out of their pocket" -- isn't that the only possible way it can work. We pay for it out of our own pockets. Who else is going to pay for it. Afterall, the government is funded by us. I think the American people are so against this healthcare bill exactly because they understand the false hypothesis that there is this mystical and benevolent financier out there. We are the ones we've been waiting for.

16 years ago @ Left, Right & Cent... - Healthcare Endgame; Jo... · 0 replies · +1 points

I like the suggestion. If, on next weeks show, they use the proper phraseology we will know that someone on staff reads the comments section. Good show.

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