Comments on David Tsao's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/david-tsao/articles http://seekingalpha.com/article/144231-herman-miller-preparing-for-the-long-haul?source=feed#comment-555757 555757 Sun, 21 Jun 2009 02:11:02 -0400
I don't trust the 30 second blips powering some of the major financial networks, so I end up digging for data myself. Reading 10K's, print, and books helps take the emotion out of the analysis. That slow cycle prevents me from doing stupid things in the market.

]]> http://seekingalpha.com/article/144231-herman-miller-preparing-for-the-long-haul?source=feed#comment-555522 555522 Sat, 20 Jun 2009 16:45:56 -0400 http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-281287 281287 Mon, 13 Oct 2008 11:06:56 -0400
Given those beliefs, we will be due for a nice bull run again starting in 2037.]]> http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280789 280789 Sun, 12 Oct 2008 17:44:50 -0400 http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280759 280759 Sun, 12 Oct 2008 16:56:49 -0400
jegan ]]> http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280745 280745 Sun, 12 Oct 2008 16:39:03 -0400 http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280639 280639 Sun, 12 Oct 2008 13:43:49 -0400

]]> http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280614 280614 Sun, 12 Oct 2008 13:12:16 -0400 http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280510 280510 Sun, 12 Oct 2008 11:27:34 -0400
The recent interventions aren't saying much to tame the market's wild rides... but over time the newly injected capital should drive a wedge into the fundamental economic situation and hopefully bottom out.

As for timing this, that depends on your frame of reference. ]]> http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280457 280457 Sun, 12 Oct 2008 10:30:42 -0400 http://seekingalpha.com/article/99516-reaching-for-the-bottom-in-the-markets?source=feed#comment-280334 280334 Sun, 12 Oct 2008 06:54:14 -0400 http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-271077 271077 Wed, 01 Oct 2008 22:07:13 -0400
When looking at the World Wide Copper Supply and Demand chart, it shows "Usage" at 7700 tons, and "Production" at 7550.

So how can you state that there is a surplus?? Production is 150 below usage!]]> http://seekingalpha.com/article/77988-devry-doj-investigation-may-complicate-matters?source=feed#comment-265542 265542 Fri, 26 Sep 2008 01:52:55 -0400 http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-253637 253637 Sat, 13 Sep 2008 18:14:27 -0400 http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-253584 253584 Sat, 13 Sep 2008 16:08:40 -0400 http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-253577 253577 Sat, 13 Sep 2008 15:54:55 -0400 I have been hearing about the sleeping bear ..China , and how they will need to wake up soon for our econ's sake. Yup the olympics are over and we are still waiting for the pollution to regain it's momentum. maybe they are punishing the US for their take on that belief? Who knows? Somebody set me straight.. If the best don't know why or what is the hold up.. it's guesses and opinions that rule the day.. or even speculations.
The BDI itself will bounce hard once it happens. I am expecting DRYS and FRO to feel the ease first. metal will bounce as oil exports will also rise. Yes RIO will exhult and I along with it as I fully believe the price they are seeking in paraody will be met. They are cheap right now!!
Egan hit it when he mentioned the boring but always safer consumer goods stocks. I bought CPB right after qtr. earnings and look forward to soup season.. hell, even my wife realizes their need in this ecomomy with winter coming on. Add that to my plays in GIS, PG CLX, PEP,WMT, HD, USG , capped with YUM and DRI and maybe my winter will come to fruition. I guess I got a bit defensive. I have not the faith in commodities right now they are too volatile.
Finally, China will have to make a move and hold it for me to believe we could start the train again. FCX.. PCU.. I like many will be watching close.. do not want to buy and watch it fall..again. ]]> http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-253484 253484 Sat, 13 Sep 2008 13:37:11 -0400 http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-253138 253138 Fri, 12 Sep 2008 18:52:08 -0400
The hint of a rate cut is not moving anything.

What we have had for awhile is a rotating market. Imagine watching the 'Discovery Channel." You have an alligator with 'Financials written on its stomach and 'Commodities' on its back. It has a grip on the careless gnu (the market) and is performing its death-roll. So every few days the market changes from commodities to financials as it shreds everyone's portfolio to pieces.

And if you've lost money on PCU and FCX, then you are in very good company. Look at the chart for CGMFX, run by Ken Heebner... He has beat the market by a mile over the last few years.. I think one year this fund returned 80%. And anyone that bought into the 'go long commodities and short the financials' has suffered as well.

One other thing to know is that China has stockpiled a lot of materials, and copper is one of them. Google 'seekingalpha +copper _China' and you'll pull up some interesting stuff. Eventually, China will begin buying again. I just picked up some SSW (Seaspan) a container company. I listened to an interview of the CEO.. He said that since July, containers have been picking up. To me, that and the Baltic Dry Index are indicative of a beginning of a turnaround. I depend a lot on charts... And even if you are a fundamentalist, (or a beginner) I'd learn some basic stuff, such as can be found on Investopedia.com.

By the way, it isn't as sexy, but it's probably time to buy consumer non-discretionaries like P&G, Campbells, Hershys, McDonalds and etc.. Again, Look at the chart and you'll see what I mean. I've just sold FRED (Fred Meyers) after a 5% run and it is pulling back a bit. when the daily stochastic moves past 20%, I'll buy it back again... Nice chart.. Moves straight from the lower left to the upper right ....

Have fun! jegan ;-) ]]> http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-253014 253014 Fri, 12 Sep 2008 16:07:04 -0400 I just hope their rise is sooner than later. I think that all of this recent desire and rationalization that everything is getting better now in the U.S. will diminish when future reports of increased national debt, more job losses, etc.... come out in the news. Then people will come back to reality. It might hurt copper some, but I think China has reached the point to where it's copper needs aren't really dependent upon the U.S. economy. And when people start getting really scared from bad reports, they'll start buying up gold again. ]]> http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-252987 252987 Fri, 12 Sep 2008 15:30:39 -0400 Great advice, thank you! I just read on David Fry's post today:

seekingalpha.com/artic...

that there is rumor of an emergency rate cut, could be what's moving these names today? or perhaps a bounce after hitting support?

Anyway, thanks again,
Dave]]> http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-252967 252967 Fri, 12 Sep 2008 15:20:29 -0400
The only caveat I have to add here is that playing small cap stocks can be more of a crap shoot. Lord knows, I've lost more than my share on 'Lundin Mining' or 'Fortescue' to name just a couple. The potential upside occurs if someone gets a hankering to buy them. Which is supposed to happen with Fortescue for example. In the interim, you can suffer a lot of pain, and sometimes to extremes. Just look at the the chart for LMC on yahoo....Compare it to say BHP and you'll see what I mean.

Now go to the 'Interactive Chart' on Yahoo Finance, type in TGB and then comapre it to FCX and PCU. Look at the recent action on a one year chart. You'll notice that FCX and PCU have turned up... TGB on the other hand has not.

Most likely, the reason for that is that the big funds are not buying TGB, but are beginning to buy the other two. Until the big funds notice TGB and start buying, that stock probably will not move the same way as the other two.

So. If you want to have some fun, put a few bucks on it... But get ready to lose it too. The other thing you can do is set up your Google Home page with a gadget called "Google News - Customized" .. then enter Taseko Mines in the box.. Keep an eye on it and see what articles come out.

jegan ;-) ]]> http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-252895 252895 Fri, 12 Sep 2008 13:41:42 -0400 What are your thoughts on Taseko Mines Ltd. (TGB) as a copper play? TGB is down 175%, nice upside potential, low equity/debt ratio, $285m market cap, so it's quite a bit smaller than the big two above... Thinking of adding to my TGB position or opening new one with another (say PCU or FCX). Curious about your thoughts.
I do like your take on PCU over FCX (nice dividend).
Thanks,
Dave]]> http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-252777 252777 Fri, 12 Sep 2008 11:57:27 -0400
Although FCX **seems** to be a better run company .. Whatever that really means, in a commodity driven market as limited as 'We're selling copper here!', what's the big difference... Does anyone think the Chinese, for example, really care about that?

Not knocking anyone's thinking. Just curious.

jegan ;-) ]]> http://seekingalpha.com/article/95183-wake-up-copper-consuming-dragon?source=feed#comment-252407 252407 Fri, 12 Sep 2008 07:26:43 -0400 www.crossprofit.com/vi...

It's hard to tell who will be the buyer and who will be bought as smaller companies with strong balance sheets can actually buyout larger competitors. The next couple of months should be very interesting!

CrossProfit
Disclosure: Associates long a number of names in the metals & mining sector.]]> http://seekingalpha.com/article/82621-strayer-education-a-finely-run-operation?source=feed#comment-192475 192475 Wed, 25 Jun 2008 09:25:41 -0400 http://seekingalpha.com/article/77988-devry-doj-investigation-may-complicate-matters?source=feed#comment-178097 178097 Mon, 02 Jun 2008 14:35:00 -0400
www.chicagobusiness.co...;id=24686&seenIt=1

I'm still keeping my eye out for this story and the implementation details for the government to buy student debt.

]]> http://seekingalpha.com/article/77988-devry-doj-investigation-may-complicate-matters?source=feed#comment-170530 170530 Tue, 20 May 2008 11:28:10 -0400
First of all the student loan kickback skim wasn't a few years ago it was last year April 2007. Second of all Devry issued the press release in regards to what this investigation is about. Because Apollo Inc was sued for failing ot notify investors of a recruiting inquirer Devry mau have felt this is a known commodity that investors could grasp and not feel moved by the investigation. In fact we who watch this industry/sector know that Apollo lost money not for the act but for lying and misleading. So Devry press release capitalizes on that. The issues are not with Devry on those counts. Me thinks that the US Department of Justice failure to comment shows an unknownd commodity of false claims act far beyond recruiter pay. I started a web site that discussed some of the issues and is growing daily with hints and trigger what those false claims may be. www.devrywatch.com]]> http://seekingalpha.com/article/70571-a-second-look-at-educational-services-and-student-lending-problems?source=feed#comment-155813 155813 Thu, 24 Apr 2008 09:30:08 -0400
Guess what, 2 other students in my class did the same.

Why? The college jacked up tuition by $140 per class. This means that I have to pay an additional $420 for my last 3 classes (1 in summer, 2 in fall).

Mind you, I've got no student debt and I'm a professional.

Credit crunch and inflation will kill the educational sector, which has been one of the few sectors adding jobs. I believe enrollment will drop and drop-outs will increase. ]]> http://seekingalpha.com/article/65004-the-long-case-for-southern-copper-corp?source=feed#comment-154495 154495 Tue, 22 Apr 2008 02:42:34 -0400 I also benefit from the volatility of the copper play. Several times
I have had limit buys at 98, let it run up to 112+ and sell it. But I
always keep my core holding. It pays a great dividend and there is no substitute for copper.]]> http://seekingalpha.com/article/70571-a-second-look-at-educational-services-and-student-lending-problems?source=feed#comment-134718 134718 Tue, 01 Apr 2008 15:56:21 -0400