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Bio: Investor. Editor. Publisher. Brinker Fixed Income Advisor.

04:34 PM  12/15/18 reply  |  re-tweet

“What is the role of a $GE (Msgs, Twts) board member?” “Applause,” the older director answered.

09:59 AM  12/15/18 reply  |  re-tweet

RT @TN: S&P 500 forward P/E ratio is once again trading at #valuation levels seen at the beginning of 2016 $SPX (Msgs, Twts) $SPY (Msgs, Twts) (that is, if we can tr…

06:07 PM  12/14/18 reply  |  re-tweet

RT @QuantEdges: The most Wonderful Week of the Year is coming: $SPY (Msgs, Twts) $SPX (Msgs, Twts) $QUANT (Msgs, Twts) $STUDY (Msgs, Twts)

02:47 PM  12/14/18 reply  |  re-tweet

Make PPT Great Again. $FED (Msgs, Twts)

11:49 AM  12/14/18 reply  |  re-tweet

$JNJ (Msgs, Twts) Shares Plunge After Report It Knew of Asbestos in Baby Powder via @TheStreet

10:19 AM  12/12/18 reply  |  re-tweet

@comcast i think $QCOM (Msgs, Twts) deserves to be paid by $AAPL (Msgs, Twts) -- but they need to recognize the real money is in the future,…

10:17 AM  12/12/18 reply  |  re-tweet

would like to see an $AAPL (Msgs, Twts) + $QCOM (Msgs, Twts) agreement to settle dispute and look forward to #bigly 5G rollout. turn the iph…

05:55 PM  12/11/18 reply  |  re-tweet

$AIG (Msgs, Twts) Investments has $324.2 billion in assets under management

05:53 PM  12/11/18 reply  |  re-tweet

i also wonder if another large WW insurance co would look at $AIG (Msgs, Twts) and consider making an offer. at 1/2 of book val…

05:48 PM  12/11/18 reply  |  re-tweet

So which activist investor has the means to see this opportunity and drive $AIG (Msgs, Twts) back toward book value? 2-year clo…

05:46 PM  12/11/18 reply  |  re-tweet

if $AIG (Msgs, Twts) traded at $65 book value in 2 years (it won't) ... those $4.80 tarp warrants are worth approx $22 at Jan 2021 maturity.

05:41 PM  12/11/18 reply  |  re-tweet

and where are none of the $AIG (Msgs, Twts) exec making 10s of millions no buying $AIG (Msgs, Twts) stock on the open market at 1/2 book valu…

05:37 PM  12/11/18 reply  |  re-tweet

it remains incomprehensible to me that $AIG (Msgs, Twts) paid a massive premium for a reinsurance biz and wasted nearly $5 billi…

05:35 PM  12/11/18 reply  |  re-tweet

if i were $AIG (Msgs, Twts) -- and that will not happen! -- i would stop the divvy and expand the share buybacks w/ stock tradin…

05:33 PM  12/11/18 reply  |  re-tweet

$AIG (Msgs, Twts) Warrant exercise price will be reduced to $43.4750 per share stock trades at $36.xx ... but yea.

05:06 PM  12/11/18 reply  |  re-tweet

RT @DRuizG80: Folks, please be careful with immaterial headlines on China trade. $GM (Msgs, Twts), $FCAU (Msgs, Twts) and $F (Msgs, Twts) gave up nearly all of today’s gains by t…

02:09 PM  12/11/18 reply  |  re-tweet

$PUK (Msgs, Twts) is a great symbol -- and it accurately reflects the stock chart this year.

04:02 PM  12/09/18 reply  |  re-tweet

RT @FactSet: The forward 12-month P/E ratio for $SPX (Msgs, Twts) is 15.4. This P/E ratio is below the 5-year average (16.4) but above the 10-year avera…

10:44 AM  12/05/18 reply  |  re-tweet

RT @darksidetrades: $AIG (Msgs, Twts) CEO said at GS investor conf - will need up to three years to achieve double digit ROE

11:23 AM  12/04/18 reply  |  re-tweet

i also wonder if there are any other large insurers that would consider an $AIG (Msgs, Twts) acquisition/merger at any price?

11:21 AM  12/04/18 reply  |  re-tweet

I wonder ... is there a price were $AIG (Msgs, Twts) mgmt would revise the dividend policy to favor buybacks over dividends. at…

10:34 AM  12/04/18 reply  |  re-tweet

@EconomPic i would not buy just one. but yes, $EIM (Msgs, Twts) has a lower duration and distribution yield and looks good too.

06:38 PM  12/03/18 reply  |  re-tweet

Qualcomm is about to give us our best glimpse yet into the 5G revolution $QCOM (Msgs, Twts)

03:52 PM  12/03/18 reply  |  re-tweet

@CapitalObserver i think that is right. and the $QCOM (Msgs, Twts) $NXPI (Msgs, Twts) silliness being include shows it is more about reestabl…

03:40 PM  12/03/18 reply  |  re-tweet

Would WH allow the Broadcom $QCOM (Msgs, Twts) deal to happen today? now that would be news. of course not.

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