Seeking Alpha

Philip Davis

View Philip Davis' Comments BY TICKER:
AA, AAPL, ABB, ABK, ABT, ABX, ACL, AGQ, AIG, ALL, ALU, AMAG, AMGN, AMTD, AMZN, APPY, ARIA, AU, AVP, AXP, AYE, AZN, BA, BAC, BAIRY.PK, BAX, BBY, BCS, BHI, BHP, BIDU, BIIB, BJ, BKE, BKS, BLK, BMRN, BMY, BOH, BONT, BP, BRK.A, BRK.B, BSC, BSX, BTU, BUD, BWLD, BXP, BYERF.PK, C, CAL, CAT, CATO, CBE, CCE, CEG, CHH, CHK, CHKP, CHL, CICHF.PK, CL, CLR, CMG, CMG.B, CNY, COF, COH, COL, COP, COST, CPX, CREE, CRIS, CROX, CS, CSCO, CSRGF.PK, CSTR, CSX, CTL, CVX, CY, CYB, D, DAL, DB, DBA, DBB, DBC, DBO, DCM, DCTH, DD, DDM, DDS, DECK, DELL, DEST, DIA, DIS, DNDN, DO, DOV, DOW, DUK, DVN, DXD, ED, EDU, EDZ, EEM, EFA, ELN, ENER, ENP, ETFC, ETN, EU, EUO, EWG, EWI, EWJ, EWP, EWQ, F, FAS, FAZ, FB, FCS, FCX, FDX, FFIV, FINMF.PK, FLIR, FMCC.OB, FMCN, FNF, FNMA.OB, FPL, FRC, FRED, FRO, FRX, FSLR, FTO, FTR, FXE, FXI, FXY, GDP, GDX, GE, GEX, GG, GILD, GLD, GLL, GLW, GM, GMCR, GMRRQ.OB, GNW, GOOG, GPS, GRPN, GS, GSK, GXC, HAL, HBC, HBC.A, HBOS, HCBK, HD, HELE, HES, HNP, HNSN, HON, HOTT, HOV, HPQ, IAU, IBM, ICE, IEV, IFNNY.PK, IGOV, IHG, ILMN, IMAX, ING, INTC, IRBT, ISRG, IVV, IWB, IWD, IWM, IWV, IYR, IYT, JCI, JCP, JEF, JNJ, JOSB, JPM, JWN, JYN, KFT, KMI, KMP, KO, KSS, LAMR, LDK, LEG, LEH, LLY, LNG, LPL, LTD, LULU, LUV, LVS, M, MA, MBI, MCD, MCO, MDR, MEE, MER, MHP, MMI, MMM, MMR, MO, MON, MOS, MOVE, MRK, MRO, MS, MSFT, MSM, MT, MTB, MUB, NEM, NFLX, NISTY.PK, NMG, NTDOY.PK, NVS, NWS, NYX, OIH, OIL, ONB, ONTY, OPEN, OSG, OSTK, OXPS, PBCT, PBR, PCLN, PCR, PD, PEG, PEP, PFCB, PFE, PG, PGJ, PGR, PLCE, PM, PNFP, POT, PTR, QCOM, QID, QQQ, RAD, RAI, RBS, RDS.A, RHHBY.PK, RIG, RIMM, RIO, RKH, ROH, ROST, RPM, RSH, RSX, RTH, RYAAY, S, SBUX, SCHW, SCO, SDS, SGP, SHAW, SHLD, SIRI, SKF, SKS, SKX, SLB, SLM, SLW, SMN, SMRT, SNDK, SNE, SNP, SNY, SPG, SPPI, SPWR, SPY, SQQQ, SRE, SRS, SSI, SSO, STI, STJ, STZ, SU, SUN, SVNT, SVU, SWCEY.PK, SWK, SWKS, SYX, T, TASR, TBT, TGT, THE, TIE, TJX, TK, TKGBF.PK, TKPHY.PK, TLT, TM, TNA, TOL, TQQQ, TRF, TRV, TSN, TST, TWX, TXN, TZA, UBS, UDN, UGL, UNG, UNH, UNP, UPS, USG, USO, UTX, UUP, UYG, V, VGK, VIP, VLO, VNO, VOLVY.PK, VRTX, VXX, VZ, WAMUQ.PK, WB, WFC, WFR, WHR, WMT, WOR, WTSLA, WWY, WYE, WYNN, X, XHB, XLE, XLF, XLNX, XOM, XRT, XRX, XTO, YHOO, YRCW, ZION, ZSL
  • Wednesday Worries: Yentervention, Euro Style [View article]
    That's a typo, it's just "Economorons."
    Feb 9 04:06 PM | 0 Likes Like |Link to Comment
  • Wednesday Worries: Yentervention, Euro Style [View article]
    I like PFE long term. They will buy a pipeline with their cash.
    Feb 8 08:00 PM | 0 Likes Like |Link to Comment
  • Wednesday Worries: Yentervention, Euro Style [View article]
    Ten years I can understand, stocks do that in 10 weeks. DMND did it in 10 minutes this evening!
    Feb 8 07:59 PM | 3 Likes Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    I read it Aspiring - good rant. It's not hijacking a thread to me as I don't live here - I just let them print my articles once in a while.

    You seem like a well balanced guy so how about we give you a 3-month trial Membership and you can report to SA Members whether or not it's worth it?

    I think you'll have fun reading our real stuff.

    - Phil
    Jan 18 07:32 AM | 5 Likes Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    By the way, we're up doing one of our 3am shorting sessions - going very well at the moment!
    Jan 18 03:33 AM | 0 Likes Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    Gosh, I would think someone calling themselves Jonathan Swift would realize the irony of comparing bottled water, with it's 1,000% mark-up to oil, which is the second most abundant liquid on earth.

    Have you seen the Natural Gas market? That's the true measure of demand because there's not fake Iran crisis, no Nigerian rebels disrupting supplies and no OPEC to curtail production - just the law of supply and demand in action. If you don't trust nat gas, there's Coal (KOL) which is off 25% from last year or copper (a demand metal), also down 20% from last year (and that's after a 15% recovery since December).

    Also, there's what I wrote in the main article but please, I'm not here to convince you - we need counter-parties!
    Jan 18 03:29 AM | 2 Likes Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    Check out last year's "Secret Santa's Inflation Hedges" - that's how we stay ahead of inflation. http://bit.ly/dWDOQY

    So no, I'm not a perma-bear - I just don't like to be bullish when there's no evidence to support the position other than "the Economy is so bad the Fed is sure to save us."
    Jan 17 09:53 PM | 4 Likes Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    Very good article Scott, thanks!
    Jan 17 09:50 PM | 1 Like Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    You are right Joe, I did not say Bush was an idiot - I believe history will say that for me... 8)
    Jan 17 09:50 PM | 8 Likes Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    And there is nothing that pleases me more than Bush fans who don't listen to me as we always need counterparties and who better to take money away from than someone who would waste it looking for WMDs anyway?
    Jan 17 09:49 PM | 11 Likes Like |Link to Comment
  • Testy Tuesday: How Many Times Will You Fall For The Same Thing? [View article]
    I'm sorry, idiot was unkind - I tend to say what I'm thinking as I rush to finish and article ahead of the bell. How about "suckers"?
    Jan 17 09:46 PM | 5 Likes Like |Link to Comment
  • Thursday Foolishness: More Of The Same With One Trade [View article]
    Also, the BOJ tries to jack up the Dollar from the Nikkei open to close to cheer up their exporters, once the Nikkei closes, they often drop the pretense and the Dollar drops and the market pops a bit - making for a very easy trade (when it's working).
    Jan 9 07:30 AM | 1 Like Like |Link to Comment
  • Thursday Foolishness: More Of The Same With One Trade [View article]
    You're welcome Auto.

    One reason brokers discourage options for retail accounts is that, if you learn how to hedge your account, you will trade less and that generates less fees for them.

    Our virtual Income Portfolio (to generate retirement income with a minimum of fuss) gets updated once a month and performs great but that's a nightmare for a broker, who want to see people moving their money in and out of things as the market flies up and down.

    Unless, of course, the broker has convinced you to put your money into ETFs or Mutual Funds - as those take a fee every month whether you trade them or not. What a racket!
    Jan 9 07:29 AM | 1 Like Like |Link to Comment
  • Thursday Foolishness: More Of The Same With One Trade [View article]
    Hi Kalle! We're a small company with just one part-time customer service guy so we don't really do phones. There's no hard-selling at PSW, we have many Membership levels that let you step up from trying us out to a full Membership - even the Report Membership, which is just $695 a year ($99/month), allows you to browse back on our chat sessions that are 7-30 days old so that anyone can easily go back and read at least a month's worth of posts before deciding if they feel one of our more advanced Memberships would be helpful to them.

    Frankly, we don't WANT people who need to be convinced to join us because what we teach is hard work - not some "get rich quick" scheme for the markets. We expect time and effort to be put in by our Members to learn the PROFESSION of trading and that's not for everyone.

    Yes, of course we have Members all over the World (see the globe on our main page to see who's on-line recently) and you can contact us by Email but we're not here to sell you anything - we're here to teach people who want to learn and who, eventually, will themselves become one of our many great contributors.

    http://bit.ly/uQEGJj
    Jan 9 07:24 AM | 0 Likes Like |Link to Comment
  • Thursday Foolishness: More Of The Same With One Trade [View article]
    Meanwhile, oil down to $101.70 - that's up $1,800 per contract from the after 11 re-entry at $103.50 I mentioned above. Not bad for a day trade!
    Jan 5 03:24 PM | 0 Likes Like |Link to Comment
More on GE by Philip Davis
COMMENTS STATS
841 Comments
1,408 Likes