Seeking Alpha

Cagdas Ozgenc

 
View as an RSS Feed
View Cagdas Ozgenc's Comments BY TICKER:
Latest  |  Highest rated
  • GDP grows 4% in Q2 [View news story]
    I wonder what theory zerohedge will come up with this time.
    Jul 30 08:35 AM | 3 Likes Like |Link to Comment
  • No, Gold Is Not A Hedge Against A Financial Crisis [View article]
    Obviously as I mentioned there are some differences. But I can come up with similar arguments for Gold. For example Gold is recycled and has a huge inventory build up, unlike Palladium where supply must be delivered otherwise prices of Palladium will shoot to sky. On the downturns people don't have disposable income to purchase Gold either. As you can see Gold gets hit both on the supply and demand side. I am not telling you these to show the weakness of Gold. I am trying to make the point that each metal will have some differences, but at the end they are all metals with some utility to humans.
    Jul 4 01:02 AM | Likes Like |Link to Comment
  • No, Gold Is Not A Hedge Against A Financial Crisis [View article]
    Nobody was complaining when it was at 1900 about manipulation. I think you should ask yourself why the Gold vs Palladium gap opened significantly back then? Now it is closing. Every argument people attach to Gold applies to other metals (of course with some differences). So it will be very strange to be bullish on Gold but not be bullish on Palladium. But I don't remember anybody promoting Palladium back then either. It was blindly gold, gold, gold. And the preachers paid the price of neglecting the absurdity of such spreads between gold and other metals. And the gold bubble popped with a few awful years for investors. What will happen in the next few years remain to be seen. But religious investing will not get anybody anywhere, that I know for sure.
    Jul 2 05:58 AM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    Nice try. We all know your bearish comments on Apple. By diverting attention to Blair you are attempting covertly to cover your own behind . Sorry you lost it like Blair. It is the time you guys shut it up really. Again nice try. You guys have 0 credibility.
    Jun 9 10:31 AM | 3 Likes Like |Link to Comment
  • iPhone 6 Expected To See Robust Demand [View article]
    Braeburn, you don't make any sense. The kind of volatility author is trying to avoid is upside volatility not downside as he is short. All those things you mention is contributing to the lift.

    Poor attempt to look smart.
    May 23 01:07 AM | 2 Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    RSXJ is not liquid enough. You will be clogged over 50K. Basically you cannot shove all in on that one, if you believe it is a double bagger.
    May 22 02:38 AM | Likes Like |Link to Comment
  • iPhone 6 Expected To See Robust Demand [View article]
    There is no such thing as hedging unless you have a real business behind. You are either long or short. Buying options is just a bandaid especially for a volatile stock like Apple. You will bleed the premiums. So please drop the BS hedging speech and admit that you lost a chunk of money.
    May 22 02:33 AM | 13 Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    Exactly. I have been buying Russia for a month now together with Vietnam. Almost a sure bet. Very cheap valuation accompanied by double dip technical. Easy 40% till end of year.
    May 21 04:04 PM | 1 Like Like |Link to Comment
  • Look At What's Happening To Apple's Gross Margin Now [View article]
    I speculate that the wearable Apple will come up with will be very health focused. I understand that there is no huge demand for a stupid watch. However I really believe that the world is full hypochondriacs who will check their blood pressure, sugar level, calories, heart rhythm every 5 minutes on top of those who really need one to monitor their health due to some known illness. That's why it may get really big.
    May 16 05:09 AM | 7 Likes Like |Link to Comment
  • Buy Apple As It Gets Serious About Inorganic Growth [View article]
    Apple is hitting the debt market at the best possible points (the previous one at the peak of bond market and now again at the peak of bond market). If one is expecting a large downturn in US equity markets, the best course of action is to borrow like crazy at this point. When hell breaks loose you can buy back both debt and the stock with discount from the suckers. I love the fact that Apple is managed in a very well balanced fashion. Apple is cooking products in the kitchen at the same time; don't be blind.
    May 9 10:26 AM | 4 Likes Like |Link to Comment
  • Watch The Gap: Apple's Long And Twisted Pricing Journey [View article]
    Prof. Damodaran,

    If you think of total risk as

    Total Risk = Intrinsic Risk + Stock Risk

    there may be some justification of stock split. Clearly stock split has nothing to do with the company's intrinsic value but it seems to affect the stock trading mechanism (round lots, exchange matching), liquidity, and ownership concentration (i.e. sudden hedge fund liquidations).

    What's your take on this?
    Apr 30 02:54 AM | Likes Like |Link to Comment
  • Watch The Gap: Apple's Long And Twisted Pricing Journey [View article]
    If you write 20 articles per month on any stock, I don't see any chance for you to make money on that stock. I assume you are simply making money from click-bait articles.

    As you can see professionals reserve themselves to 1 article per 3-6 months on a certain topic.
    Apr 30 02:29 AM | 2 Likes Like |Link to Comment
  • Apple Moving Toward Another Bubble [View article]
    Please short it. When new products pop you may be crushed like a bug though.
    Apr 28 03:33 PM | 5 Likes Like |Link to Comment
  • With All That Cash, Who Will Apple Buy Next? [View article]
    "The first has to do with the fact that share buybacks essentially insist that the company make a valuation judgement about its own stock price, something way outside the core competencies of a tech company like Apple."

    Have you just graduated from high-school or are you kidding us? You are basically claiming that Apple's treasury,finance, M&A departments don't consist of people from notable investments banks, which is far from the truth. Moreover you are claiming that if that is not enough Apple doesn't have the means to hire the top consultants in the market to value its business.

    What a joke...
    Apr 24 03:18 PM | 5 Likes Like |Link to Comment
  • The 5 Reasons Apple's Earnings Report Was Huge [View article]
    Stock of a company and the company itself are different things. The effect of a stock split obviously does not effect the company's intrinsic value, but it effects the stock. Nevertheless this effect is still not properly identified by academics, and the research continues. One clear issue is the change in liquidity of the stock and institutional ownership of the stock. Of course it can be always argued that these things are not relevant. But I personally think that there are risks associated with a stock in addition to the risks associated with the underlying company. Hence mitigating the risks associated with the stock should increase the stock price based on the fundamental risk/reward theme of investment.
    Apr 24 08:16 AM | 1 Like Like |Link to Comment
COMMENTS STATS
393 Comments
748 Likes