en-us https://www.intensedebate.com/users/641335 Comments by dgp http://www.thedisciplinedinvestor.com/blog/2012/03/11/tdi-podcast-mark-hannas-outlook-green-mountain-gmcr-and-more-254/#IDComment315971246 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 Wed, 14 Mar 2012 12:55:11 +0000 http://www.thedisciplinedinvestor.com/blog/2012/03/11/tdi-podcast-mark-hannas-outlook-green-mountain-gmcr-and-more-254/#IDComment315971246 http://www.thedisciplinedinvestor.com/blog/2011/08/21/tdi-podcast-226-bubblequakes-aftershocks-and-extreme-money/#IDComment186973689 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 Sat, 27 Aug 2011 01:11:34 +0000 http://www.thedisciplinedinvestor.com/blog/2011/08/21/tdi-podcast-226-bubblequakes-aftershocks-and-extreme-money/#IDComment186973689 http://www.thedisciplinedinvestor.com/blog/2011/06/26/tdi-podcast-218-the-dollar-shall-rise-again-corey-rosenbloom-is-our-guest/#IDComment168035222 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 Wed, 29 Jun 2011 18:41:34 +0000 http://www.thedisciplinedinvestor.com/blog/2011/06/26/tdi-podcast-218-the-dollar-shall-rise-again-corey-rosenbloom-is-our-guest/#IDComment168035222 http://www.thedisciplinedinvestor.com/blog/2010/04/25/tdi-podcast-158-curzio-and-horowitz-ride-again/#IDComment70853009 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 Tue, 27 Apr 2010 12:39:01 +0000 http://www.thedisciplinedinvestor.com/blog/2010/04/25/tdi-podcast-158-curzio-and-horowitz-ride-again/#IDComment70853009 http://www.thedisciplinedinvestor.com/blog/2010/03/07/tdi-podcast-151-the-penny-stock-battle-sykes-and-van-meerten/#IDComment61458260 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 Thu, 11 Mar 2010 12:52:48 +0000 http://www.thedisciplinedinvestor.com/blog/2010/03/07/tdi-podcast-151-the-penny-stock-battle-sykes-and-van-meerten/#IDComment61458260 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment60631308 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 Tue, 9 Mar 2010 11:20:33 +0000 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment60631308 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment60041015 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.... Sat, 6 Mar 2010 13:47:38 +0000 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment60041015 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment60040595 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. Sat, 6 Mar 2010 13:43:29 +0000 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment60040595 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59986913 "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. Sat, 6 Mar 2010 04:05:10 +0000 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59986913 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59976672 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. Sat, 6 Mar 2010 02:50:17 +0000 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59976672 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59976068 Please tell me who would disagree -- this show definately needs to rebalance its portfolio. A Ron Paulish libertarian would offset the wobbly oak table and provide some stability in the center. My candidate is PJ O'Rourke. Any other suggestions? I used to simply think it funny that the title was "Left, Right and Center", now with the one sided Healthcare debate I think it is beyond amusement, as all our cocktails are about to slide off the table and onto the floor. dgp Sat, 6 Mar 2010 02:44:36 +0000 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59976068 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59975537 Hear! Hear! Sat, 6 Mar 2010 02:39:30 +0000 http://www.kcrw.com/news/programs/lr/lr100305healthcare_endgame_j#IDComment59975537 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59554329 I can only assume you are being "tongue in cheek" concerning unconscious patients and mineal rubs, as I don't see the relavance toward "free markets". Wed, 3 Mar 2010 13:20:09 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59554329 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59553167 StanH, my point was that complex systems can certainly run without central control. It is nice to see you took the time to look into the issue, weather you agree or not. I appreciate the effort. Wed, 3 Mar 2010 13:13:26 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59553167 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59551901 "vast majority of cases people don't get sick enough to need their healthcare" - and that's a bad thing?!? Wed, 3 Mar 2010 13:06:31 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59551901 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59551226 Actually, pilots and air hostesses (or whatever they are called now) prefer to work for an airline operating safely irrespective of government intervention. They simply enjoy living, like most of us. In fact, you make a good point, the airline industry is a fairly free market with a good dose of government regulation. They hold great responsibility for life and limb without needing a complete government take-over or socialization of the industry. And remember, it is always bad business to kill off your customers -- you don't need Uncle Sam to tell you that. Wed, 3 Mar 2010 13:01:15 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59551226 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59242687 "knowledge either about treatments or costs" -- people make informed decisions about their health everyday...and as for cost....there is no absolute value of what a procedure should cost. The value can be determined by the market (free market) or assigned by a knowing few (socialism). Mon, 1 Mar 2010 19:54:53 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59242687 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59210392 Robert Scheer continues to be my favorite stimulator of thought outside the box. And I have to agree with his general assessment of Goldman breed and unfettered greed. However, I believe greed is everywhere and, to some extent, in everybody. You can see the obvious benefits of greed in our species evoluition. It is the magnification of greed by the centralization of power that concerns me -- you know "Power corrupts, absolute power corrupts absolutely". The Goldman of the world are powerful due to government, not inspite of it. Look no further than Freddie Mac to see how well governerment and corporation mix. The real paradigm failure of the century was "Too Big To Fail". That says much for smaller government and more Antitrust dsitribution of power. Mon, 1 Mar 2010 14:30:45 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59210392 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59207882 It seems odd that Robert brings up the valid point of how the current proposals lack cost controls, yet totes MediCare for all. MediCare is notoriously cost inefficient. Mon, 1 Mar 2010 14:01:36 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59207882 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59207480 Two points seem to get frequently overlooked in the debate. First, we all know that a vast majority of people are happy with their healthcare. That fact alone would seem to put a nail into the coffin of the total rewrite. Stepwise improvements appear to be by far the most judicious approach. Which brings up the second point, we aren't like Canada or England, where people go out of country for our superior service. People are not dying on the streets due to a flawed healthcare system. In fact, the issurance issue is a bit of a Red Herring in that we shouldn't be as concerned with the coverage numbers, as with the cost of treating the uninsured. After all, who really thinks the current system utilizies what an actuary would consider issurance. We should distinguish what we are referring to as issurance and call it what it is -- a payment plan slash subsidy. In the vast majority of cases, true issurance is never used by the client. It is a peace of mind. Mon, 1 Mar 2010 13:56:57 +0000 http://www.kcrw.com/news/programs/lr/lr100226healthcare_summit_go#IDComment59207480