Seeking Alpha
View as an RSS Feed

Deja Vu  

View Deja Vu's Comments BY TICKER:
Latest  |  Highest rated
  • An Apple Bear Makes The Case For Apple At $1,000 By 2017 [View article]
    "Eppur si muove"
    Dec 24, 2013. 10:49 AM | 1 Like Like |Link to Comment
  • An Apple Bear Makes The Case For Apple At $1,000 By 2017 [View article]
    Michael,

    Brilliant article! The presented data leads to only one conclusion. Have you ever read the "Merchant of Venice" or "Julius Caeser" and have you ever wondered what Shakespeare was trying to say?

    regards
    Dec 24, 2013. 08:37 AM | 1 Like Like |Link to Comment
  • Apple strikes iPhone deal with China Mobile, sales start on Jan. 17 [View news story]
    Never underestimate the enthusiasm of retail...I see shoeshine boys walking around...
    Dec 22, 2013. 11:18 PM | 4 Likes Like |Link to Comment
  • How Companies Should Take Advantage Of Markets [View article]
    @cashawash

    why pick the time from right after the crash and steriod injections of the fed, why not a longer time frame? Secondly, what does that have to do any way with the way overvalued stocks are added at the peak to indexes? Even if the waitress makes money, certainly her return is reduced by the Facebooks and the Twitters.
    Dec 21, 2013. 09:56 AM | 1 Like Like |Link to Comment
  • Your Own Worst Enemy: How To Prevent Ego From Destroying Your Portfolio [View article]
    I will definitely order the book. I loved one called "trading for a living". Thank you for your suggestion.
    Dec 20, 2013. 10:49 PM | Likes Like |Link to Comment
  • How Companies Should Take Advantage Of Markets [View article]
    its not the fund manager who is financing these lavish valuations. It's the minimum wage waitress in Topeka Kansas, whose tiny 401k is invested in index funds, who is being systematically robbed by adding these inflated stocks to indexes. 99% of those who are being robbed by the wall street/silicon valley complex don't even know they they are being robbed of billions.
    Dec 20, 2013. 06:56 PM | 1 Like Like |Link to Comment
  • Sprint rallies; banks reportedly prepping financing for T-Mobile bid [View news story]
    Sprint is drowning in its own debt, CLWR debt, Softbank is drowning in its own debt and this combo wants to borrow more to buy Tmobile?

    If anyone rates any debt issued by this unholy marriage of S, CLWR, Softbank and TMUS as anything other than pure junk, they should go back to 2005 and start rating MBS tranches.

    Apparently the dismal experience of Nextel has done nothing at Sprint to dissuade taking over yet another company with dissimilar technology. And the stock is up $1.6 or almost 20% in a few days on this news, when it should be crashing and burning in fear.
    Dec 20, 2013. 04:17 PM | Likes Like |Link to Comment
  • Your Own Worst Enemy: How To Prevent Ego From Destroying Your Portfolio [View article]
    To be agnostic about your investments, each individual investment as a total proportion of your portfolio should not be be greater than 1-2% with stop losses at about 10% down so that you never lose more than 0.1 to 0.2% of your total portfolio in any investment.

    Unless you can display the same indifference to day to day stock price movements as the Icahns and Buffetts you will be shaken out of your positions by dips and spikes.

    The only way, then, is to have such small positions that a 10% loss doesn't seem a great deal to you and you won't sell on a 10% profit because it's such a tiny amount, you'll hold out for the bigger gains.

    All of your advice above is not possible for any normal human being - i.e. be rational about contrary view points etc, if a large portion of your portfolio is tied up in one investment. Then emotions of fear and greed will completely control you and destroy all rationality.

    For my own part, I've found that there is a linear relationship between percentage of portfolio invested and panic induced of Panic = 5xPercentage. By the time 20% of my portfolio is invested in anything, all resulting decisions are driven by panic and fear.

    Since I prefer that 90% of my decisions be rational (summed over a lot of decisions) and about 10% be panicky, I prefer to keep investment percentages below 2% these days.
    Dec 20, 2013. 10:34 AM | Likes Like |Link to Comment
  • Microsoft senior manager charged with insider trading [View news story]
    Thanks! I love your articles. Pity the hoi polloi abuse you so much.
    Dec 19, 2013. 03:49 PM | Likes Like |Link to Comment
  • Microsoft senior manager charged with insider trading [View news story]
    how dare someone who doesn't work for a TBTF ibank insider trade?. It's like poaching deer. Everyone knows that it's a capital crime and only the noblemen can hunt deer. ibanks can frontrun, take the other side, manipulate sell side analysts, etc But after all they invite the One to their drawing rooms on fifth avenue and cut him million dollar checks.

    Catching the small fish for show and letting the whales sport freely while auditioning for a job on taxpayer dime, that is what SEC staffers do

    Will I ever see Zuckerberg, sandberg and his underwriterbank minions go to prison for snookering millions of mom and pop investors of literally billions of $ at the Facebook IPO by selectively telling his friends that revenue was slowing. Oh no, no chance of that ever happening...
    Dec 19, 2013. 03:40 PM | 13 Likes Like |Link to Comment
  • Facebook set to launch video ads [View news story]
    that should work out just great when an ad starts playing when you check FB during that boring meeting....
    Dec 17, 2013. 07:46 AM | 6 Likes Like |Link to Comment
  • Cantor, American Airlines settle over 9/11 attacks [View news story]
    If I remember right, Cantor Fitzegerald's CEO's very first action, even as the ruins lay smoking, was to call the payroll department and cut everyone's pay at the exact minute the planes struck One World Trade Center assuming everyone was dead? Later on after taking flak, Cantor did some eyewash about giving some profits to the families of the dead etc, but it was telling that the first action was to stop the salaries of the dead employees right down to the minute. Not only that, the CEO stopped thier health benefits at the end of the month, while Cantor collecting from anyone and everyone for its losses. What a firm to give business to.

    http://abcn.ws/1hV06U9
    Dec 15, 2013. 10:59 AM | 7 Likes Like |Link to Comment
  • Chinese quality said to be catching up to big U.S. equipment makers [View news story]
    The reason for the quality is that they don't have unions in China. Incompetent workers can be fired. Labor can't put a stop to efficient manufacturing practices.

    If I had to choose between a UAW/Teamsters labor made machine and a Chinese machine, I'd go for the Chinese any day.
    Dec 13, 2013. 08:51 PM | 3 Likes Like |Link to Comment
  • Advertising works on Twitter; RBC boosts price target [View news story]
    If you ask him whether the turn signal is on, he will say "it's on, no, its off, wait, its on, wait, its off again..."
    Dec 13, 2013. 08:18 PM | Likes Like |Link to Comment
  • Jewelry companies try to engage NFL viewers [View news story]
    Men not yet married are not watching football, but rather romantic comedies, to score brownie points. This marketing strategy is baffling.
    Dec 11, 2013. 12:14 PM | Likes Like |Link to Comment
COMMENTS STATS
1,429 Comments
2,748 Likes