One needs to work that thru the overall bond traders and therefore investors psyche Vs. asset allocation models___we are coming to the place in the cycle__where disconnects occur between different debt sectors. This is to be expected if one believes that economy performance is catching up with P/E and cash flow forward market pricing. In other words while the sector rotation is different from an average recovery phase__inherent to this cycle will be ‘a reversion to mean’ and a further expansion (build out) of cash flows for the most efficient capital applied sectors.
This is the phase (expected) where active management will out-perform passive relative to applied fee(s). Retail mutual fund and ETFs outflows/inflows are already reflecting this. A retail (‘emotional ‘run back and forth btwn almost 100%__either way)investor; such as ur self is already producing the required ‘removal of froth’ from sectors that provide the base building for sector multiple expansions.
While I would relish a more ‘normal’ -10% (+) broad correction__these quick -3-4% corrections elicited deeper froth removal within index sectors. This is ‘classically health restoring’. Without an extraneous event and whether mkts produce these ‘hit and run’ corrections or a deeper sector rotation__the indexes will not end the overall upward trend until the Nasdaq and European indexes have breached their historical His. Notice I did include Japan in this. With the structural economic adjustments and govt creation of the ‘new 400’ index__it could outperform.
It is not an efficient use of capital to be in cash equivalents and under invested in capital expansion industries.
I own the bonds (0.392 per $)__I feel the equity has 2 much risk relative 2 BK recovery. However, if a reasonable negotiation would transpire with the creditors to allow RSH 2 aggressively move ahead (with store closings) the equity would outpace the debt. Then I may become an equity holder!
I shopped sales this past wkend (including JCP). I do not know how someone could be confident buying items such as suits/sport coats, pants and shoes without trying on first. There is such a variation in labeled sizes and since alterations are $$__one has to be careful. I did do some buying online for clothing (during after Xmas clearances) but I was careful to read feedback postings__watching for comments about off sizing. That just made the experience a hassle!
You ‘all’ do realize that this post is from HXH—‘AKA’ the flame/bozo with well over a hundred IDs created (no real life)__but this type of post would have been under his/she-he__ dr chumps ID__except that ID has for at least a yr and half now__has posted the most wrongway__idiot based analysis__only matched by dr doom and Robert Prechter.
Hey dr chumps do u want to try again__to tell us that commodity prices are accelerating__using ur Chicago land ‘Jewel’ sale price of ‘sweet corn’ ?????????. You are the premier idiot. If we took you at ur ‘posting word’ __which only a fool would believe in the first place¬¬__you have missed the basing out of P/E expansion that is typical and predictable of this phase of the business cycle.
Once again I advise you__that if you spent just 1/3 the time reading academic published material instead of internet blogs__you might actually learn how to make $$ in the mkts. The same can be said for the run to cash and back forth idiot Raybans!!
what you are using as the symbol is dependent upon the quotation network service. NEE-PC works for Yahoo__Fidelity would be neeprc or NEEPRC. The registered symbol is most likely NEE-C.
Anybody that has to resort to using those 'false index tracking' ETPs is a rank amateur. The efficient market is the financial futures. But you have proven urself time and time again 2 not only be an amateur both in 'analysis and execution' but also a buffoon!
Do u really expect 2 obtain any discourse about distribution potential on this board?? U must have confused this board with the govt & politics board or the personal blogs of the political parasites that infect many Yahoo finance boards!
maybe because the CFO only directed staff to start analysis of FTRs possibilities after they found out of WINs IRS letter.
try posting about the boards intended subject__you may be pleasantly surprised. Or better try using the gov't and politics board for your posts.
12:34 EDT - In a well-timed piece, SNL Financial looks at how recent spinoff REITs have done--and Windstream (WIN) share holders may want to curb their enthusiasm some. Issued just ahead of the telecom company's REIT plan, SNL notes 5 REIT spinoffs have occurred within the past 9 months, and 4 of them have underperformed their former parents' stock and the broader REIT sector. Gaming and Leisure Properties (GLPI ) , the oldest of the quintet and the holder of most of Penn National's (PENN) casinos, is the only one to beat its creator as PENN has had a -16% return since Nov. 1. But GLPI's gain since was only half of the sector's. WIN is up 12%, but earlier popped as much as 26%.
you do realize that most broker/dealers will charge you approx. $75 to get that share in certificate form!
how can you be a customer if you do not pay for access to this board__do u expect us 2 believe u access the ad links?