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- Constellation Energy Group: Reasons Behind the Sell-Off
- Nick Abe submits: The TSX being halted for virtually a full day was interesting and scary, but it gave me a lot of time to think about US positions. Constellation Energy Group CEG, of which we own shares, did exactly what we thought it would do and rejected MidAmerican’s (MDPWK.PK)...
- External links 2008-12-19
- Split Strike Is a Valid Strategy, Despite Madoff Scandal
- Nick Abe submits: This whole Bernie Madoff thing has made the split-strike option strategy infamous. I’m sure a lot of people who had never really heard of or understood options scrambled to make sure none of their investments were using a similar strategy. The split strike strategy involves buying a...
- External links 2008-12-22
- Constellation Energy: Well Below Its Intrinsic Value
- Nick Abe submits: A few days ago we talked about Constellation Energy CEG and the EDF (EDFEY.PK) deal. I made a bunch of points about how I value the company, based mostly on assumptions I had made surrounding the EDF offer. What I missed was EDF's analysis of...
- External links 2008-12-24
- Gold's Not the Best Investment in Inflationary Times
- Nick Abe submits: Previously we talked about why it’s important to own “things” (i.e. commodities, stocks, homes) for the long run, especially since the government is willing to dramatically increase the supply of money (making existing money worth less, and assets worth more). Basically the government is potentially going...
- External links 2009-01-06
- S&P 500: The Best Risk/Reward in 20 Years
- Nick Abe submits: The past few days have been rather uneventful, at least as far as the market is concerned. In fact, the only thing that I have taken issue with over the past few days is the constant talk about 2009 earnings and what that means for the...
- External links 2009-01-08
- S&P 500: Risk and Cost of Capital
- Nick Abe submits: In an earlier post, I explained why I thought the market was cheap, although I’m not sure I did a good enough job explaining the situation. The price you are or should be willing to pay for an asset should be based on two things: risk...
- External links 2009-01-08
- Market May Get Cheaper, But Tail Can't Wag the Dog Forever
- Nick Abe submits: There has been a lot of talk lately about the velocity of money, and how it has slowed down dramatically leading to most of our current problems (the subprime crisis caused the decrease in velocity, the decrease in velocity caused the economic crisis). The velocity of...
- External links 2009-01-13
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