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Jacob Wolinsky

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  • 10 Recession Resistant Graham Picks [View article]
    Nice article Nick. any concerns about management of AMED for previous medicaid "fraud"
    Oct 2 03:57 PM | 0 Likes Like |Link to Comment
  • How Billionaire Tom Russo Is Trading This Market [View article]
    Tom Russo doesnt "trade", in fact he is the epitome of a buy and hold investor. He holds stocks for decades including; Heineken (22 years), Berkshire (29 years), Nestle (24 years) etc.
    Aug 9 12:45 PM | 1 Like Like |Link to Comment
  • 'Buy - Don't Hold': When to Get In and Out of Markets [View article]
    I like that but I was 100% equities in early 09 and had to sell some very cheap stocks like Coke at !38 to buy cheaper stocks CAT at ~24, so that is why I like holding some cash, I just had run out of it by then since there were so many bargains.
    Jun 7 08:55 AM | 0 Likes Like |Link to Comment
  • Time to Short Salesforce [View article]
    "Markets can remain irrational a lot longer than you and I can remain solvent." John Maynard Keynes
    Apr 29 02:59 PM | 6 Likes Like |Link to Comment
  • The Inevitable Downturn of Expanding Earnings May Not Be Pretty [View article]
    Neither it is the bottom line not the top. Its mostly cost cutting not increase in revenue driving earnings to my knowledge.
    Apr 9 11:41 PM | 0 Likes Like |Link to Comment
  • The Inevitable Downturn of Expanding Earnings May Not Be Pretty [View article]
    Nice article Doug. Another reason why I think we might see earnings decline or slow is because margins are at above average levels, I am a strong believer in reversion to the mean. In addition, many of these earnings cannot be sustained since they were only due to temporary cost cutting and other short term methods of boosting profits.
    Apr 8 07:06 AM | 2 Likes Like |Link to Comment
  • Analyzing Garmin [View article]
    UPDATE: I closed this position at ~32 a share on February 23rd 2011
    Mar 29 09:49 AM | 0 Likes Like |Link to Comment
  • Introducing My Lastest Endeavor (Baby Announcement) [View instapost]
    Mazel tov!!!!!
    Mar 27 08:46 AM | 0 Likes Like |Link to Comment
  • Lessons Learned From CalPERS' 'Savings' and Liabilities [View article]
    Thanks for your response, please let me know if you make changes in the future.
    Mar 26 10:59 PM | 0 Likes Like |Link to Comment
  • Will Middle East Tensions Drive Oil to $300? Part I [View article]
    UPDATE: ONE YEAR LATER: Egypt and Yemen fall. I never predicted this whole uprising but looks like I was right
    Mar 25 04:25 PM | 0 Likes Like |Link to Comment
  • Lessons Learned From CalPERS' 'Savings' and Liabilities [View article]
    I would love to ask questions but live in NY. Is there any way to call in questions?
    Mar 25 02:32 PM | 1 Like Like |Link to Comment
  • Lessons Learned From CalPERS' 'Savings' and Liabilities [View article]
    I just wrote an article on this topic! I calculated that most pension funds will earn less than 3% REAL returns over the next decade. caLPERS will have a $180 billion shortfall using this formula. Check it out-www.valuewalk.com/?p=6828
    Mar 24 12:37 PM | 3 Likes Like |Link to Comment
  • Analyzing Garmin [View article]
    Note I have closed this position at ~31 per share. The company is declining extremely rapidly, this could be a huge value trap.
    Mar 3 10:19 AM | 0 Likes Like |Link to Comment
  • Are Japanese Equity Markets a Buying Opportunity? [View article]
    EWJ the Japanese ETF has a P/B of 1.25 nearly half the US PB here are two links finance.yahoo.com/q/hl... and www.valuewalk.com/stoc.../
    Feb 22 09:33 AM | 0 Likes Like |Link to Comment
  • Could Microsoft Go Out of Business? [View article]
    What is their intrinsic value in your opinion?
    Feb 15 03:02 PM | 0 Likes Like |Link to Comment
COMMENTS STATS
459 Comments
477 Likes