Comments on Jaimi Goodfriend's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/jaimi-goodfriend/articles http://seekingalpha.com/article/83911/comments?source=feed#comment-204641 204641 Sun, 13 Jul 2008 17:54:17 -0400 http://seekingalpha.com/article/63577/comments?source=feed#comment-204639 204639 Sun, 13 Jul 2008 17:51:55 -0400 http://seekingalpha.com/article/83911/comments?source=feed#comment-199908 199908 Mon, 07 Jul 2008 12:10:33 -0400 http://seekingalpha.com/article/63577/comments?source=feed#comment-122572 122572 Wed, 05 Mar 2008 16:07:38 -0500 http://seekingalpha.com/article/66615/comments?source=feed#comment-122148 122148 Tue, 04 Mar 2008 18:19:02 -0500
Tremaine, you raise a great point...good companies do not always make for good stocks. I do have separate thoughts about that and...great idea to publish another article! Coming soon...

...To your point, well taken. We must look at fundamental shifts in macro environments to anticipate fundamental changes in specific companies. We can't just wait for things to happen to firms in real-time in order to act.]]> http://seekingalpha.com/article/66615/comments?source=feed#comment-121340 121340 Mon, 03 Mar 2008 00:46:42 -0500
]]> http://seekingalpha.com/article/66615/comments?source=feed#comment-121036 121036 Sun, 02 Mar 2008 03:50:06 -0500 always been that I have not sold enough stock to make a dent with
my profits. The moral is, if you have only sold some shares as the
price increases, you had better sell a lot more or all of your position
quickly, when the price begins to decline. Waiting for the next
upturn will inevitably make you a loser, especially if on margin.]]> http://seekingalpha.com/article/66615/comments?source=feed#comment-121024 121024 Sun, 02 Mar 2008 00:05:02 -0500
Also, I'm not sure waiting for fundamentals to "take a turn" is necessarily good when you are in a cyclical stock when the economy or the specific sector shifts. Good fundamentals don't always matter when the institutions shift out all their money to another sector.]]> http://seekingalpha.com/article/66615/comments?source=feed#comment-120917 120917 Sat, 01 Mar 2008 10:28:48 -0500
"The smartest mentor I ever had taught me that it's better to lose the top 20% of a stock price than to give up 50% of the upside by selling too early."

I watch Cramer religiously, but have learned to take his advice with a grain of salt. In retrospect, I would have done better with most trades over the years, had I been more patient with both my buy and sell orders. ]]> http://seekingalpha.com/article/55159/comments?source=feed#comment-113340 113340 Mon, 28 Jan 2008 20:11:29 -0500 vestopia.com.

Excellent questions...

1. I view infrastructure demand as a separate, global, secular story, with ample global funding to support healthy backlogs. I believe that many expectations are based on a shorter time horizon than what these particular industries will actually have. That's why I believe certain securities are undervalued: the cycle will last longer than people think (and this will prove out over time).

2. Absolutely agree...the mortgage crisis is trickling down the U.S. landscape and into other global markets. One of the assumptions I make in my case on basic materials companies is the end demand is dependent more on end markets experiencing secular growth, away from the usual cyclical demand we see in other industries. Of course one day these industries will fall back into a regular cycle like the others...but I believe that day hasn't happened yet.

In the case of titanium, there is a secular shift occuring in the manufacturing of some capital goods. Materials such as titanium and carbon fiber are replacing metals that are heavier and have less strength. For example, titanium and other composite materials are replacing steel and aluminum parts on aircraft. Similar substitutions are occuring in tubing.

Hope to hear from you again!]]> http://seekingalpha.com/article/60759/comments?source=feed#comment-111734 111734 Sun, 20 Jan 2008 14:47:20 -0500 http://seekingalpha.com/article/55159/comments?source=feed#comment-102857 102857 Fri, 23 Nov 2007 07:38:32 -0500
1. Stocks aren't just about absolute numbers; they're about expectations, ie. what's priced in. Aren't stock prices already pricing in the supply and demand characteristics you mention?

2. The reason global markets are falling is because the mortgage crisis suggests a coming slow down in US demand. And much of the global growth boom is dependent on US consumer demand. Won't that impact the demand for commodities, like titanium?]]>