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Daniel Radakovich

 
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  • Gold Actually Thrives In Rising-Rate Environments [View article]
    or cash
    Aug 23 11:32 AM | Likes Like |Link to Comment
  • What If The Fed Has Created A Bubble? [View article]
    What else do you want him to say? He pretty much summed it up, if you are banking on trading or owning securities that benefit only with continued low interest rates, improving asset prices, and low volatility, then you are asking for trouble. Just rolling through the comments, people are hoping he wasn't referring to them or their investments.. Might be a sign.
    Aug 23 11:27 AM | Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    Author, investor, or both, you are held to your track record. You can write great articles, but if you have sleazy ideas, then no body will care. If you write bad articles and great ideas, no one will notice. If you do both right, seekingalpha may not be paying you well enough..
    Aug 6 11:41 PM | 2 Likes Like |Link to Comment
  • Invacare Dramatically Undervalued Due To Temporary FDA Issue [View article]
    Couple things..

    Those competitive advantages are not competitive advantages. They are current business conditions enjoyed by the business. What has the business done to create the current situation and what will it continue to do to prevent others from taking share?

    For instance, being under the FDA spotlight is not a "reputable brand" competitive advantage.

    Also, stating that you are conservatively estimating +130million in "high margin" revenue seems like fools gold. You briefly stated there are compliance costs and manufacturing jobs lost. The FDA industry is not like the Aerospace industry, it is highly regulated for good reason. The FDA also does not waste time making a point to the medical device industry, that is flawed and biased reasoning. For all your research, you didn't provide one piece of evidence to support your claim, so I suggest you re think your hypothesis that once the FDA issue is resolved, everything will be back and happy jolly. Compliance costs will increase, quality systems are not cheap, and they require lots of training and expense to maintain to FDA standards. I would expect compliance costs to be maintained, that is conservative estimates. Additionally, it has been nearly 3 years since production has been at full pace. Hiring of employees, training, and capital expenditures at the plant site will increase and margins will decrease, it is basic conservatism that this is a very plausible scenario. Additionally, without any sound competitive advantages, especially maintaining regulatory compliance, I don't see how this company is severely undervalued. The odds of compliance costs going down and revenue and margins going back to normal from 2011 are not 50:50, I'd give it a 25% chance and a speculative stock price target based on historical P/E ratios sounds like a fantasy to me.

    Good luck.
    Aug 5 09:54 PM | 2 Likes Like |Link to Comment
  • Amazon -6% AH; major Q3 op. loss expected [View news story]
    I would say Bezos is one of the best CEO's out there. Betting against him is quite a fools game. I have never heard someone sell because of a P/E ratio..
    Jul 24 09:22 PM | 1 Like Like |Link to Comment
  • Kubota: Global Farm Equipment Maker Flies Under The Radar, Offers Investors Considerable Upside [View article]
    Appreciation of the Yen will do what to its overseas revenue and profit margin? If the majority of its business is from outside of Japan, then domestically it can't be that beneficial to appreciation right?

    Also, what is their dealer network like in the U.S. and outside of Japan for selling large combines, large farm equipment, etc.?
    Jul 20 09:06 PM | Likes Like |Link to Comment
  • 16 Good Reasons To Be Wary Of A Market Downturn [View article]
    You are in the wrong profession if you can forecast that accurately.
    Jul 18 04:56 PM | Likes Like |Link to Comment
  • 16 Good Reasons To Be Wary Of A Market Downturn [View article]
    Unreal
    Jul 13 06:43 PM | Likes Like |Link to Comment
  • 16 Good Reasons To Be Wary Of A Market Downturn [View article]
    So I ask you all one simple question.

    Why do you have to be 100% invested all the time?

    Think about it. Why do you have to own bonds, when even bonds of coal companies threatening to go bankrupt still sell around 70 cents on the dollar? Remember when CD rates were 14%, bond prices are sky high above par, I would never buy a bond above par. Ever.

    Why not hold the majority of your holdings in a couple of well run, strong companies or an overall S&P 500 index and a good amount of cash.

    If the market goes up, you can build your cash.
    If the market goes down, you can put your cash to work.
    Jul 12 10:38 PM | 7 Likes Like |Link to Comment
  • Deere & Company: Love The Company... But Its Not Cheap [View article]
    Find out why it is undervalued..
    Jul 10 11:41 PM | Likes Like |Link to Comment
  • Deere & Company: Love The Company... But Its Not Cheap [View article]
    My own discounted cash flow analysis was around $28-35B in market capitalization. I bought some, with the ability to purchase more if it becomes undervalued in the future. This was a few months ago, but with the market at all time highs and everything fairly valued, I still see it as a better value than owning just cash, but I have no problem buying more and hope to do so truly.
    Jul 6 07:54 PM | 1 Like Like |Link to Comment
  • Just How Risky Is High-Yield Dividend Investing? [View article]
    CO Bee Man, ever read "The Most Important Thing?" http://bit.ly/1myuZRl

    There is a link, you would enjoy the read, I'm not disagreeing with you, but having a conversation about risk through these comments tends to lose my points and agreements. For the most part, I agree with your perceptions of risk and what it is, its how I view it and its how I understand risk to be.
    Jul 6 07:46 PM | Likes Like |Link to Comment
  • Just How Risky Is High-Yield Dividend Investing? [View article]
    I'll take all the luck I can get.

    To update, risk in losing money is done when you sell at a loss which depletes capital. Volatility is not risk, it is opportunity.

    Any of the three companies I wrote articles about have had superior income growth, but they have also had significant capital gains as well. I like to focus on the business, what there competitive moats are, and how shareholder friendly, talented, and honest management is.

    Psychology is the rest, so luck is very important to have on your side to be successful in investing no doubt about it.
    Jul 6 07:43 PM | 1 Like Like |Link to Comment
  • IBM Research Breakthrough Helps Public Health Officials Improve Food Safety [View article]
    Cool idea.
    Jul 3 11:04 PM | Likes Like |Link to Comment
  • Just How Risky Is High-Yield Dividend Investing? [View article]
    COBeeMan,
    You can measure risk all you like, its called probability. It's what investing is based on, you measure probabilities of various variables, and you make a bet that your odds are paying you in your favor. If you are wrong, you lose money. One part of investing is economics and measuring how much a business is worth. That part is not so hard. The psychology of investing is where it gets difficult. That is where most of the mistakes are made.
    Jul 3 11:02 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
547 Comments
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