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Alan Young

 
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  • Zhongpin Has Great Earnings, but Does Anyone Care? [View article]
    "...go into the airline business." That was funny! I appreciate your subtlety. 8-)

    What would the company's liability be (not to mention their losses) is there were another epidemic of some sort that started with pigs and migrated to humans?

    Aug 12, 2008. 06:54 PM | Likes Like |Link to Comment
  • US Markets Rise as Alt. Energy Indices & Commodities Fall (Wk Ending 8/8) [View article]
    Where's wind?
    Aug 12, 2008. 06:22 PM | Likes Like |Link to Comment
  • A Global Transport ETF Strategy [View article]
    I like your "strategy" ideas, but that doesn't do us much good without a an actual product to invest in. How about a preview of the three ETFs that are in registration?
    Aug 12, 2008. 05:11 PM | Likes Like |Link to Comment
  • Comparing ETF Costs and Counterparty Risk [View article]
    Nothing new here for people who bother to read the prospecti, but thanks for clarifying and spotlighting these issues.

    It would be great if Morningstar or one of the other competing ETF-cataloguing sites would offer a "risk cost" factor in their listings, since it's not feasible for individual investors to do this.
    Aug 6, 2008. 02:15 PM | 1 Like Like |Link to Comment
  • Buying Healthcare Stocks for an Obama Presidency (Part II) [View article]
    First, it doesn't matter that much who is president. The economic reality on the ground is the most potent force.
    And the economic reality is, health care is increasingly expensive, and we can't afford it in its current form. We pay too much for drugs, for insurance, for hospital overhead, for research--when what most patients want is CARE, which is not provided by most of the current players in the system, and is certainly not advanced by corporate profits.
    So one way or another, cost control is going to hit the industry, hard. Demand will grow, yes, but demand at low margins, please. I don't think the body politic will allow corporations to profit more than they do now from our frailties.
    Aug 4, 2008. 12:00 PM | Likes Like |Link to Comment
  • Solar and Cash: The Big Boys Have an Answer - Do You? [View article]
    Thanks for a good, objective analysis. It fills in a gap that hadn't been discussed much--very helpful.
    Aug 1, 2008. 09:53 AM | Likes Like |Link to Comment
  • Bank Stocks: Another Day Through The Looking Glass [View article]
    Right on. Love your literary style!
    Jul 31, 2008. 10:18 AM | Likes Like |Link to Comment
  • China & Copper: Prepare for Crisis [View article]
    A far-reaching conclusion drawn on very few data points. You need more than suspicion to predict a crisis of the proportion that you suggest.
    China is large; it has problems, it has opportunities.
    Jul 30, 2008. 11:26 AM | Likes Like |Link to Comment
  • Too Late to the Oil Party? Consider an Alternative (Part II) [View article]
    Excellent article. The chart is helpful--good insight. And I thrive on nautical metaphors for market forces. Too much volatility? Reef the sail!
    Jul 28, 2008. 10:27 AM | Likes Like |Link to Comment
  • The Ten Highest Yielding NYSE Stocks [View article]
    Patrick, "Gramercy Capital will not be yielding 32% much longer...." may be true, but at $.50 quarterly EPS, a 90% payout vs. latest stock price of $7.14 is still about 25%--and I don't see anyone predicting that the firm will fail, so there's no great risk to the stock at such a price. If the price dips again, I'd buy even more.

    Ian, I like GLS, too. Leaving micro-caps off the list makes sense, though--a whole different kind of risk.
    Jul 28, 2008. 04:14 AM | Likes Like |Link to Comment
  • Five American Innovators to Buy During the Current Downturn [View article]
    First about, your picks:

    Boeing is in debt, and is struggling to keep a sliver of the hugely-bloated military procurement business. The market for commercial aircraft is nearly dead. If you're counting on China, how loyal to Boeing do you expect them to be? They are surely producing their own aircraft, and their fleet expansion will slow down.

    Newmont--trailing P/E of 700.

    AMSC hasn't turned a profit. It has potential, but it's speculative.

    Zoltec's main product is airplane brake pads. See Boeing comment.

    RIG is a falling knife, although it might have value when it finds a bottom.

    Now about your rationale:

    "Moral" ideals--sure. Mine don't include building bombers and amassing gold, but you are welcome to your own.

    Nationalistic ideals? Everyone matters? Wow, that's nice to know. So the traders and speculators who pocketed the trillions of $$ lost in the mortgage scam, and the savings-and-loan scam before that, are going to share their gain with all of us? When that happens, I'll gladly reinvest my share in the US market.
    ... But wait--aren't you Canadian? Why are you telling American readers to be nationalistic?




    Jul 27, 2008. 11:33 PM | Likes Like |Link to Comment
  • The Ten Highest Yielding NYSE Stocks [View article]
    You missed the best deal of all.
    As of this morning, GKK is yielding a whopping 32%! It's a REIT with a p/b of 0.4, allowing plenty of headroom for non-performing loans. Credit Suisse rated it "outperform" as of yesterday.
    Jul 25, 2008. 11:20 AM | Likes Like |Link to Comment
  • Why the Housing Bill Won't Help the Housing Market [View article]
    Too many housing units? WHERE? Yes, there's too many in the Rust Belt; and lots of unoccupied houses in New Orleans. Throwing all the housing markets into one pot obscures the issue, which is always LOCAL.
    Jul 24, 2008. 04:36 PM | Likes Like |Link to Comment
  • Re-examining My American Capital Strategies Position [View article]
    Thanks, Dave, for doing the heavy lifting on this. I like the dividend but without detailed reports like yours I wouldn't have enough confidence to stay with it.
    Jul 24, 2008. 11:03 AM | Likes Like |Link to Comment
  • Bill Gross: The Housing/GSE Bill Is Best Way Out of Credit Crisis [View article]
    If the government were to focus its attention on helping the middle class--not with a $600 handout, but with health care, education funding, and the kinds of programs that made the New Deal such a success for most Americans--then more of us could afford to buy homes. Focusing on the profit instead of the customer is building on sand.
    Jul 24, 2008. 10:46 AM | Likes Like |Link to Comment
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