Comments on Atim Kabra's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/atim-kabra/articles http://seekingalpha.com/article/156442-funds-flow-priming-markets-for-another-fall?source=feed#comment-633086 633086 Mon, 17 Aug 2009 11:47:12 -0400 http://seekingalpha.com/article/129498-americans-will-leave-this-crisis-poorer-than-before?source=feed#comment-453611 453611 Mon, 06 Apr 2009 13:17:56 -0400
Just another proof that the long term incestuous relationship between Wall Street and Washington continues unabated and has surely been enhanced by this latest gift to Wall Street.]]> http://seekingalpha.com/article/129498-americans-will-leave-this-crisis-poorer-than-before?source=feed#comment-452882 452882 Sun, 05 Apr 2009 23:10:55 -0400
Man-o-man-o-man-o-man. In 40 years...most STILL won't figure out what really happened. Oh, the pain the citizens will endure.

Advice: GET YOURSELF A GOVERNMENT JOB IMMEDIATELY.]]> http://seekingalpha.com/article/129498-americans-will-leave-this-crisis-poorer-than-before?source=feed#comment-452353 452353 Sun, 05 Apr 2009 11:07:38 -0400 http://seekingalpha.com/article/129498-americans-will-leave-this-crisis-poorer-than-before?source=feed#comment-452277 452277 Sun, 05 Apr 2009 10:09:45 -0400 http://seekingalpha.com/article/129498-americans-will-leave-this-crisis-poorer-than-before?source=feed#comment-452235 452235 Sun, 05 Apr 2009 09:42:27 -0400 http://seekingalpha.com/article/129498-americans-will-leave-this-crisis-poorer-than-before?source=feed#comment-452090 452090 Sun, 05 Apr 2009 06:30:34 -0400
Americans will leave the this crisis Poor!]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-414182 414182 Thu, 05 Mar 2009 10:32:38 -0500
Let the Open Source wars begin (at least for Ubuntu, MSFT)

oh, and about this article, Mr. Kabra's speaking his brains. let him be. do not fully agree, but Hp IS ON SOUND FOOTING]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-411681 411681 Tue, 03 Mar 2009 15:29:47 -0500
The author should comment on the relative strenght of this stock vis-a-vis the competition, or the broader sector.

]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-409538 409538 Mon, 02 Mar 2009 12:21:16 -0500
I totally agree with your statement "I don't see anything wrong with a short writing about why he is short. I find it more valuable than some writer with an "analyst" title at a brokerage creating sales literature to help a brokerage churn accounts to generate commissions."

However, I think it would be useful from an editorial point of view to have the disclosure at the beginning of the article/blog. This is a simple style change that would allow readers to be more informed as they wade through the myriad articles available on stocks.

--numinary]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-409443 409443 Mon, 02 Mar 2009 11:29:37 -0500 http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-409416 409416 Mon, 02 Mar 2009 11:17:28 -0500
seekingalpha.com/artic...]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-409211 409211 Mon, 02 Mar 2009 09:42:28 -0500
Disclosure. I'm long HPQ with shares from working there long ago, still well in the green.





]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-409081 409081 Nothing like writing an article that supports your own position in > an attempt to drive prices down a little more. There should be a > simple rule: if you hold any position on a stock you don't > write a critique.]]> Mon, 02 Mar 2009 09:00:17 -0500

On Mar 02 07:49 AM Sick of Shorties wrote:

> Nothing like writing an article that supports your own position in
> an attempt to drive prices down a little more. There should be a
> simple rule: if you hold any position on a stock you don't
> write a critique.]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-408957 408957 any position on a stock you don't write a critique.]]> Mon, 02 Mar 2009 07:49:59 -0500 any position on a stock you don't write a critique.]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-408795 408795 " None of HP's notebooks or desktops stand out vis a vis the competition. > " > > Obviously u haven't been following the notebook market, HP Mini 2140 > is selling like hot cakes in the US and overseas. Maybe even better > than Acer - which pioneered the mini notebook. > Dell and Lenovo don't have a good Mini yet.]]> Mon, 02 Mar 2009 01:22:58 -0500 atim




On Mar 01 11:26 PM ron_paulite wrote:

> " None of HP's notebooks or desktops stand out vis a vis the competition.
> "
>
> Obviously u haven't been following the notebook market, HP Mini 2140
> is selling like hot cakes in the US and overseas. Maybe even better
> than Acer - which pioneered the mini notebook.
> Dell and Lenovo don't have a good Mini yet.]]> http://seekingalpha.com/article/123441-hewlett-packard-may-not-be-on-sound-footing?source=feed#comment-408726 408726 Sun, 01 Mar 2009 23:26:23 -0500
Obviously u haven't been following the notebook market, HP Mini 2140 is selling like hot cakes in the US and overseas. Maybe even better than Acer - which pioneered the mini notebook.
Dell and Lenovo don't have a good Mini yet.]]> http://seekingalpha.com/article/123181-book-review-the-great-depression-of-debt-by-warren-brussee?source=feed#comment-405723 405723 Fri, 27 Feb 2009 09:55:56 -0500 http://seekingalpha.com/article/116747-improving-corporate-governance-a-blueprint-to-prevent-scams-like-satyam-s?source=feed#comment-372310 372310 Sun, 01 Feb 2009 01:03:54 -0500
It is true, that, unless auditors are punished with exceptional punishments for their role in such scams, things really cannot improve.]]> http://seekingalpha.com/article/116747-improving-corporate-governance-a-blueprint-to-prevent-scams-like-satyam-s?source=feed#comment-368289 368289 Atim, > > Good article. We definitely need to get much tougher scrutiny of > the companies and banks that employ our capital and ask for our trust. > > > Everybody knows that auditing is sort of a joke, a smokescreen to > assure investors that the 'books have been scrubbed' and that they > can sleep at night, knowing their investment is safe. > > Unfortunately, there are many crooks about, and often the investor > is not kept abreast of what is really happening at the company. > > > I agree with rotating auditors, having them assigned and paid by > an independent audit board, and making them more accountable for > good performance rather than the song and dance that "auditing" has > become in the U.S. at least. I can't imagine it's any better in India, > but if it is, good. But auditing is not enough, unfortunately.
> > It is not that hard to have good, sharp investigators go into a public > company unannounced at random times during the year, to spot-check > such things as bank transfers, suspicious transactions, insider self-dealing, > options abuses, and the like. > > But above all, we should have very tough and vigorous prosecution > of corporate wrongdoers. The Bernie Ebbers types, the Andy Fastows > and Jeff Skillings, Dennis K, etc. - these are all terrible crooks > and they deserve very tough sentences when caught and convicted. > We get some, and some deplorable skanks like Scrushy get away with > it - but prison time gets these jokers rattled like nothing else. > > > Most high-level execs I know think audits are pretty much of a joke, > and we have proven to them time and again that they are right!]]> Wed, 28 Jan 2009 02:35:48 -0500 I agree copperbaron. I have been on Boards of both US and Indian companies and what i have seen is not much different in either of these places.

I think we have to break the nexus between who appoints the watchdogs and who gets watched over...

As long as the auditor, independent director, the investment bank or the rating agency knows that their fees from current assignment, other assignments from the same client and their future renewal of the contract depends on their ability to 'please' the management while doing their job supposedly, we are walking very treacherous grounds.

Let us see what changes the collective outcry produces or whether it is back to regular business.


On Jan 27 09:19 PM copperbaron wrote:

> Atim,
>
> Good article. We definitely need to get much tougher scrutiny of
> the companies and banks that employ our capital and ask for our trust.
>
>
> Everybody knows that auditing is sort of a joke, a smokescreen to
> assure investors that the 'books have been scrubbed' and that they
> can sleep at night, knowing their investment is safe.
>
> Unfortunately, there are many crooks about, and often the investor
> is not kept abreast of what is really happening at the company.
>
>
> I agree with rotating auditors, having them assigned and paid by
> an independent audit board, and making them more accountable for
> good performance rather than the song and dance that "auditing" has
> become in the U.S. at least. I can't imagine it's any better in India,
> but if it is, good. But auditing is not enough, unfortunately.

>
> It is not that hard to have good, sharp investigators go into a public
> company unannounced at random times during the year, to spot-check
> such things as bank transfers, suspicious transactions, insider self-dealing,
> options abuses, and the like.
>
> But above all, we should have very tough and vigorous prosecution
> of corporate wrongdoers. The Bernie Ebbers types, the Andy Fastows
> and Jeff Skillings, Dennis K, etc. - these are all terrible crooks
> and they deserve very tough sentences when caught and convicted.
> We get some, and some deplorable skanks like Scrushy get away with
> it - but prison time gets these jokers rattled like nothing else.
>
>
> Most high-level execs I know think audits are pretty much of a joke,
> and we have proven to them time and again that they are right!]]> http://seekingalpha.com/article/116747-improving-corporate-governance-a-blueprint-to-prevent-scams-like-satyam-s?source=feed#comment-368178 368178 Tue, 27 Jan 2009 21:19:50 -0500
Good article. We definitely need to get much tougher scrutiny of the companies and banks that employ our capital and ask for our trust.

Everybody knows that auditing is sort of a joke, a smokescreen to assure investors that the 'books have been scrubbed' and that they can sleep at night, knowing their investment is safe.

Unfortunately, there are many crooks about, and often the investor is not kept abreast of what is really happening at the company.

I agree with rotating auditors, having them assigned and paid by an independent audit board, and making them more accountable for good performance rather than the song and dance that "auditing" has become in the U.S. at least. I can't imagine it's any better in India, but if it is, good. But auditing is not enough, unfortunately.

It is not that hard to have good, sharp investigators go into a public company unannounced at random times during the year, to spot-check such things as bank transfers, suspicious transactions, insider self-dealing, options abuses, and the like.

But above all, we should have very tough and vigorous prosecution of corporate wrongdoers. The Bernie Ebbers types, the Andy Fastows and Jeff Skillings, Dennis K, etc. - these are all terrible crooks and they deserve very tough sentences when caught and convicted. We get some, and some deplorable skanks like Scrushy get away with it - but prison time gets these jokers rattled like nothing else.

Most high-level execs I know think audits are pretty much of a joke, and we have proven to them time and again that they are right!]]> http://seekingalpha.com/article/116747-improving-corporate-governance-a-blueprint-to-prevent-scams-like-satyam-s?source=feed#comment-367782 367782 Tue, 27 Jan 2009 13:02:13 -0500 http://seekingalpha.com/article/108410-resilient-india-will-carry-on?source=feed#comment-319534 319534 Wed, 03 Dec 2008 03:05:46 -0500
Aaron Lee Smith, MD of Superfund Financial mentions a rally coming soon but downside risks are there and eventually stocks are a dangerous place to be in.

www.youtube.com/watch?...

]]> http://seekingalpha.com/article/106440-indian-equities-still-not-time-to-buy?source=feed#comment-310507 310507 Thu, 20 Nov 2008 00:59:25 -0500 http://seekingalpha.com/article/106440-indian-equities-still-not-time-to-buy?source=feed#comment-308758 308758 Tue, 18 Nov 2008 08:58:07 -0500 AND you would do well to keep an eye on Ludus (though MIA lately)

indiaplay.blogspot.com/]]> http://seekingalpha.com/article/101457-understanding-credit-default-swaps-a-case-for-regulation?source=feed#comment-288863 288863 Thu, 23 Oct 2008 12:51:23 -0400
they are INDUSTRY REGULATED, and that is an important distinction that allows for a different way of understanding the nature and complexity of the problem they present.

CDS, in a sense, create the the regulatory enviornment in which they exist.

ISDA has designed a market process that maximizes the volume and profit considerations possible in the business and subordinating risk management accordingly.

What risk management there is is driven by INDIVIDUAL counterparty considerations which create and define the workout process when a default occurs.

The problem (one of many) results because these risk management practises (netting, close out and collateral) are thus designed to protect participant FROM EACH OTHER, but have NOTHING to say about protecting the system in the aggregate.

This leads to systemic risk as AN UNAVOIDABLE ORGANIC component of CDS NO MATTER HOW THEY ARE SLICED AND DICED.

In a sense, in order to make the economics work, CDS must be able to net and (under Title 9 of the 2005 bankruptcy code) closeout OUTSIDE the normal bankrupcy process.

throw in collateral requirements and you see how assets get stripped from a company (Lehman for ex) BEFORE it files (as they try frantically to meet collateral calls to stay hedged) and leaves an OCEAN of uncertainty for those considering lending Lehman funds OF ANY KIND outside the context of swaps (ie: commercial paper).

In a nutshell, as long as CDS exist the money markets will remain closed absent government guarantees.

CDS are DOA,

RIP




]]> http://seekingalpha.com/article/101457-understanding-credit-default-swaps-a-case-for-regulation?source=feed#comment-288700 288700 Thu, 23 Oct 2008 11:07:58 -0400
It would seem to make perfect sense to limit CDS purchases using some sorrt of dynamic insurable interest standard that would limit the size of the CDS market to the amount of the investments being insured, and would require that an entity buying and holding a CDS has an ongoing equivalent insurable interest in the underlying security that is being insured through the CDS.]]> http://seekingalpha.com/article/101457-understanding-credit-default-swaps-a-case-for-regulation?source=feed#comment-288697 288697 Thu, 23 Oct 2008 11:05:32 -0400 http://seekingalpha.com/article/100590-seeing-short-term-strength-in-the-usd?source=feed#comment-286044 286044 Mon, 20 Oct 2008 01:35:44 -0400 murkywaters.com

Deflation scare.

A no mumbo jumbo explanation.]]> http://seekingalpha.com/article/100590-seeing-short-term-strength-in-the-usd?source=feed#comment-285575 285575 Sun, 19 Oct 2008 09:51:02 -0400 I could not understand why USD has been appreciating in spite of rapidly deteriorating economic fundamentals (including massive drops in retail sales, home starts and manafacturing whilst the gross national debt increases steadily past the $10 trillion level!)
It seems like vast inflows of foreign capital into US Government Debt instruments such as Treasuries & T-Bills are acting as both a driver for USD strength and a comparative "safe haven" from vulnerable Euroland currencies.
However with a notional outstanding in FX derivs of $56 trillion, and EUR/USD accounting for perhaps 40% of that figure (around $22.4trn), the question remains - To what level will USD reach if those vast short USD positions are fully unwound?
My predictions for 1Q 2009 are:
EUR/USD - 1.20
GBP/USD - 1.50
But with the current volatility it is almost impossible to predict...
]]>