Pandora Media, Inc. Message Board
- Reply to
Strategic Plan - Federal Housing Finance Agency - Fiscal Years 2013-2017
by aroadrock •Jun 6, 2013 3:46 AMif you have't seen this, it's a must read...
jw -
Let's face it, the only thing holding down the price is misinformation.
This condition is temporary and represents the most extreme buying opportunity you will ever encounter.
:)
jwSentiment: Strong Buy
- Reply to
Strategic Plan - Federal Housing Finance Agency - Fiscal Years 2013-2017
by aroadrock •Jun 6, 2013 3:46 AMIndeed, hard to pay out "profits" if you are insolvent...
:)
jwSentiment: Strong Buy
- Reply to
Strategic Plan - Federal Housing Finance Agency - Fiscal Years 2013-2017
by aroadrock •Jun 6, 2013 3:46 AMExcellent find. I just read the entire report and clearly the intent of conservator-ship is to restore and revitalize the companies with a structure to help shift risk from Taxpayers to private industry. While they did not anticipate it would get to this point this fast, they must now consider the end goal of "financial health" as a factor for exiting C-ship. So having large hedge funds express the willingness to "help do their part" should be consistent with the mission of restoration. There is a recognition that the role played by FnF are so critical to the economy of the United States of America, that today's sell-side press buzz words of "Liquidation" and "Wind-down" if not for the free speech amendment of the constitution would be criminal and approximate a National Security Issue. But of course, it is likely true capitalist behind this distortion in the form of "news" merely looking to get in on the cheap. Accumulate on all pullbacks is my plan. Thanks again.
jwSentiment: Strong Buy
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He will soon be awakened...
jwSentiment: Strong Buy
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Just trying to be consistent...
:-)
jwSentiment: Strong Buy
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Lots of real spooky articles. Worthless and Liquidation seems to be trading at a 50 Billion market cap premium...Oh and what happen to the preferred? Hmm, smells like more correction than "worthless liquidation" to me...
:)
jwSentiment: Strong Buy
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Interesting.
jwSentiment: Strong Buy
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Shorty can spin those articles any which way he wants; reality is longs have 5 years and a lot of business to sort out value, while shorty might have at best 5 days to cover...
lol
jwSentiment: Strong Buy
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Like me...
lol
jwSentiment: Strong Buy
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Let's face it shorts...there are no real sellers left in silver.
MACD on silver reads at a 25 year low...
Cover your shorts on at a minimum high quality miners like CDE...
:)
jwSentiment: Strong Buy
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For all you retail lurkers...
:)
jwSentiment: Strong Buy
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Shares are priced like options on options.
This company did not file BK like GM, it is in temporary care of the GOV, until healthy.
And my take is. it's quite healthy...
Congress wants to consolidate FnF. Great. They can't go away else the housing market goes with it.
So I say to Congress:
"Let my people go..."
:)
jwSentiment: Strong Buy
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It's like someone is so desperate they only want sells to go through...
wow...
jwSentiment: Strong Buy
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This is trading like an option on a bet, that folks will realize overtime: IS ALREADY WON...
Accumulating on all pullbacks...
jw
.p.s. 13B market cap 3T value. Forward PE not 62 but .(point) 62 - the eyes deceive just like these sell side articles...all gifts.Sentiment: Strong Buy
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Buy all these wonderful dips...
:)
jwSentiment: Strong Buy
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I agree.
:)
jwSentiment: Strong Buy
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The more I read the more it would appear you guys know what you are talking about. The market action I believe has confirmed this line of thinking. No way would this many shares be trading this strong if there was a probability of going to 0. I'm in and may accumulate over the near term.
Thanks,
jwSentiment: Buy
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Likely the cause of Friday's late accelerated sell-off. Check out Peter Schiff's video blog for a significant update.
Essentially the committee admits the FED has boxed itself, has not been effective, and will cause great pain with the necessary withdrawal.
I think the debate over hyper inflation versus deflation will come to a head. Folks fail to realize that its more than "how it tappers the buying", it's also, "How do they then sell all those assets" back to a normal market.
2.5 Trillion needs to be unwound. They also stated that they fear they have become essentially the sole financier in the US real estate market. Between MBS purchases and Fannie and Freddie. They also said banks are at risk when the music stops. That was a big one.
I think the markets will correct in the extreme, and the great brush fire that they have been avoiding for years, will need to occur, for any real organic recovery to ever take hold. We will now see the deflationary protection effects of precious metals which so many forget about given the focus on "inflation".
Mining stocks held gains in the face of metals giving back their numbers was cited as proof of a bottom. The miners may lead the metals prices going forward.
Hold onto your hats and don't let go of these one day to be viewed as "opportunity of a lifetime" price level, stocks.
Check out the Peter Schiff video blog 6-1-2013...
:)
jwSentiment: Strong Buy