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Fedor Sannikov

 
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  • QE3: Time To Take Profits Or Stay In The Trend? [View article]
    Agree. Any ideas about how long will this "drug party" last?
    Sep 28 01:03 AM | 1 Like Like |Link to Comment
  • QE3: Time To Take Profits Or Stay In The Trend? [View article]
    Yes, this can be true from the speculative point of view. To be honest, from the fundamental point it's really difficult to analyze banks thoroughly while they are ”playing» with their reserves and other numbers. Or it’s almost impossible for me to read full 1000 pages 10-k report of the most banks. That’s why I don’t forecast anything for American banks fundamentally.
    Sep 27 05:20 PM | 1 Like Like |Link to Comment
  • Why QE3 Will Not Happen [View article]
    Good article. Many market participants expect QE3 followed by stocks rising; they forgot that the main goal of Fed is to control inflation and care about employment, not to support stock market.
    Sep 11 04:12 PM | Likes Like |Link to Comment
  • Amazon: Is The Bubble Repeating? [View article]
    Would agree. The question today is how expensive can be the company before investors bring to notice and ask themselves whether the price of AMZN is justified from the fundamental point of view.
    Sep 10 08:41 PM | Likes Like |Link to Comment
  • Amazon: Is The Bubble Repeating? [View article]
    Thank you for the comment. P/E 100 and more don’t automatically mean that the company is bad. It means that the company is probably overvalued. How good the company is depends on its products, management, sales, earnings, and cash flow growth, etc. In my opinion, the success in the stock market depends on the finding good companies with good prices. Probably, we think about the same, but use different terminology.
    Sep 10 08:11 PM | Likes Like |Link to Comment
  • Amazon: Is The Bubble Repeating? [View article]
    ?
    Sep 10 07:39 PM | Likes Like |Link to Comment
  • Amazon: Is The Bubble Repeating? [View article]
    Thank you for your comment. I don't consider AMZN from speculative point of view; I mean that fundamentally the company is overvalued. At the same time, I never recommend to short good companies like Amazon.
    Sep 10 07:38 PM | Likes Like |Link to Comment
  • Fall 2012: What's Next? [View article]
    Here is a good information about an impact of elections on the sectors of the US market. http://bit.ly/P2heXG
    Sep 7 04:11 PM | Likes Like |Link to Comment
  • Fall 2012: What's Next? [View article]
    Thank you for your comment. One of my next articles will be about investing in global companies and benefits for investors by doing so. Regarding countries and industries specific data across the world you can find the information in the websites of world industries associations. This are the best sources I know, but as you said it's a very time consuming process like any good analysis:)
    Sep 6 12:25 PM | Likes Like |Link to Comment
  • Fall 2012: What's Next? [View article]
    Thank you for your comment. The effect of QE on the stock market is declining, and Fed understands that its goal is to keep optimal employment and inflation, not keep stock markets rising. Many market participants expect to see QE3 from Fed or bond buying program from ECB. I think that mostly the effect of those events is reflected in current market prices. By my opinion, the market can temporary go up as a result of the events, but such movement cannot be for long-term period. Long-term stock market growth is possible under the healthy corporate profits growth proven by the sales and cash flow growth. What do you think?
    Sep 6 01:40 AM | 1 Like Like |Link to Comment
  • Fall 2012: What's Next? [View article]
    No, this article is about the broad market. I'll write additional ones about particular industries and companies. Hopefully, next week:)
    Sep 6 01:09 AM | Likes Like |Link to Comment
  • Fall 2012: What's Next? [View article]
    Thank you for your comment. What circumstances do you mean are going to be resolved after elections and how long will it take by your opinion? Weakness in China and Latin America? Resession in Europe? Decreasing revenue and profit growth in the United States?
    Sep 6 12:55 AM | 1 Like Like |Link to Comment
  • Fall 2012: What's Next? [View article]
    Everything can be forecasted with some degree of probability. By my opinion, there is a high probability of sales on the American stock market based on the September and October 2012 results. Further market movement will in many ways be defined by the result of the elections.
    Sep 5 09:19 PM | 1 Like Like |Link to Comment
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