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Guraaf  

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  • Dover On The Defensive [View article]
    Thanks for the article.

    I have held Dover for more than 4 years now but am wondering if I should exit now. I realize that I have quite a few industrials but perhaps I chose the weaker ones. Crane, Dover, Nucor, Emerson, Siemens, Sun Hydraulics and a few more.

    Do you think that switching Dover to Honeywell or Rockwell or even Eaton at today's price would make sense? Getting rid of Nucor and buying Cummins perhaps?
    Jul 23, 2015. 05:07 PM | Likes Like |Link to Comment
  • Qualcomm posts mixed results, guides light, announces job cuts [View news story]
    How can Jana dictate what to do with less than 2% of shares? They don't even have a board seat, do they?

    Also, Samsung S7 is almost surely a S.LSI Exynos chip. S6 and Note 5 are internal and so will S7 be. Samsung isn't going back to Qualcomm ever.
    Jul 23, 2015. 12:29 PM | Likes Like |Link to Comment
  • Qualcomm posts mixed results, guides light, announces job cuts [View news story]
    In my ~7 years of investing, this was perhaps the only right thing that I did - sold Qualcomm when it was $76.
    Jul 23, 2015. 11:14 AM | 3 Likes Like |Link to Comment
  • Is The European Telecom Sector Still Attractive? [View article]
    Not necessarily. Because there is competition and it is a capital intensive industry. Right now interest rates are low but when they start to increase, the cost of debt will increase. Network equipment is very expensive to update and upgrade.
    Jul 18, 2015. 10:41 AM | Likes Like |Link to Comment
  • Flowers Foods: A Mid-Cap Anchor For Long-Term Investors [View article]
    Thanks for the article but I don't see the value here. If sales are growing at 5% approx and EPS by 10-13% then why would I value at a PE of 21. Why wouldn't I value closer to long-term stock market average of 15? Forget where it traded at in the recent past due to ongoing bubble started by QE program.
    Jul 17, 2015. 06:11 PM | Likes Like |Link to Comment
  • Is The European Telecom Sector Still Attractive? [View article]
    You said that Vodafone is the second biggest. Who is the largest? Just curious.

    Any views on TeliaSonera from Sweden? And Orange from Spain? Thanks.
    Jul 17, 2015. 06:07 PM | Likes Like |Link to Comment
  • BASF: Go For Yield With The World's Leading Chemical Company [View article]
    26% taxes withheld by Germany.
    Jul 16, 2015. 02:50 PM | Likes Like |Link to Comment
  • Netflix Investors Continue To Overlook This Important Fact About Subscriber Growth [View article]
    Revenue didn't decrease. It didn't meet expectations.
    Jul 16, 2015. 10:44 AM | 1 Like Like |Link to Comment
  • Chipotle: Investors Should Embrace Another 20% Decline [View article]
    thanks for the article. I don't think that 24x 2016 EPS would be any more reasonable though. I think 18-20X 2016 EPS would be far more reasonable so I wouldn't buy until the stock is well below $450.
    Jul 8, 2015. 07:42 AM | 2 Likes Like |Link to Comment
  • Mining The Euro Dividend All-Stars List For Hidden Gems [View article]
    Booban - what Swedish stocks would you buy at current market prices? Ericsson? Assa Abloy? Nordea Bank? Atlas Copco?
    Jul 1, 2015. 02:07 PM | Likes Like |Link to Comment
  • And So It Begins - Greek Banks Get Shut Down For A Week And A 'Grexit' Is Now Probable [View article]
    Thanks Ducaticorse. This is definitely helpful.
    Jun 29, 2015. 09:39 AM | Likes Like |Link to Comment
  • Is Cash Going To Be King If Greece Defaults? [View article]
    I actually don't understand a few things about the current problems faced by Greece and would appreciate if anyone can explain in simple terms:

    - Why does the euro fall if Greece exits the common currency?

    - Why do the global markets care so much whether Greece is part of the common currency or not?

    - How does it effect the global economy?

    - Why do the German or French stocks fall so much and similarly why do the US stocks come down?

    - Why and how are we so dependent on Greece which has such a small percentage of GDP and even little percentage of global market capitalization of stock markets?
    Jun 29, 2015. 07:25 AM | 3 Likes Like |Link to Comment
  • And So It Begins - Greek Banks Get Shut Down For A Week And A 'Grexit' Is Now Probable [View article]
    I actually don't understand a few things about the current problems faced by Greece and would appreciate if anyone can explain in simple terms:

    - Why does the euro fall if Greece exits the common currency?

    - Why do the global markets care so much whether Greece is part of the common currency or not?

    - How does it effect the global economy?

    - Why do the German or French stocks fall so much and similarly why do the US stocks come down?

    How are we so dependent on Greece with has such a small percentage of GDP or global market capitalization of stock markets?
    Jun 29, 2015. 07:24 AM | 2 Likes Like |Link to Comment
  • Seadrill - A SWOT Analysis [View article]
    Thanks for the article.

    BTW - the company is called Seadrill and not SeaDrill. Minor point but worth noting.
    Jun 16, 2015. 10:37 AM | 1 Like Like |Link to Comment
  • Why Fastenal's Lack Of Excess Is Troubling [View article]
    Thanks Cory. So I see that your view slightly since April? Is there anything that you find at a good value?
    Jun 12, 2015. 07:15 AM | Likes Like |Link to Comment
COMMENTS STATS
1,610 Comments
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