BriteSmile's E-Commerce Strategy Should Leave Investors Smiling [View article]
Any ideas on why the stock 'tumbled' recently? It has lost nearly 20% of its value in the last 2 weeks for no apparent reason. Just curious if you had a theory as to why that would be.
The U.S. Ban on Online Gambling - Not Unlike the Chinese Ban on Democracy [View article]
I think you are missing the larger intention of David Neubert's post. He was (I believe) using China as an example to make a larger point about American hypocracy on the issue of gambling. China was likely just an easy target, because it is the world's largest totalitarian regime (I don't really think Chinese civil right abuses and lack of freedom of speech are up for debate). the point of the piece is that while online gambling is definitely the cause of social ills, so are other forms of gambling - only OTB and the horse tracks are even worse because they affect the poorer elements of society. Yet the government bans one while funding state programs off the other.
Neubert admits "I don't know exactly what the message says in Chinese when you try to access a site on democracy or religious freedom" - an indication that his China example is merely there to flesh out a point, not to be literal. Basically, he is saying "America claims a moral high ground over countries like China but in truth, they are no better."
Faced With Growing Wall Street Scrutiny, Realogy Considers Going Private [View article]
Seems to me (I only summarized the article, I didn't write it) that the disappointment relates to the way Wall Street has been treating the company in the wake of the housing slump. The company (or Cendant board actually) had hoped to raise its value for investors; instead it is down 10%. Also, the company may end up with earnings of just $800 million for FY 2006- a decrease of 33% from last year. Still, they're staying the public route for now which means when the slump ends, their current value can actually represent quite a discount.
World's Biggest Emerging Market: Russia [View article]
Still, with Putin calling the shots and after what he did to Yukos, I wouldn't feel all that safe investing in a Russian economy, where cronyism and questionable business practice are the rule.
I hear what you're saying and agree with your general sentiment. Still, looking at AETH's chart from this year, had you bought shares before April, you would have doubled your investment. Not too shabby.
Yesterday's Trading Volume the Lowest YTD [View article]
Ticker,
I think after such a "breakout" week last week, many people were concerned about picking up new shares or solidifying current positions, assuming that a correction would soon follow. That coupled with pre-Labor Day vacation season and I think the low volume is actually quite logical.
Hewitt Associates is Worth a Second Look (HEW) [View article]
Looking at their P/E ration and stock price interact, it looks like they should be trying to make less per share. The lower their P/E gets, the lower their stock seems to go.
I agree with most everything you said except: "Inflation expectations are starting to subside... the dollar is strong." I think you'd be hard pressed to convince most people that either of these were true right now.
Looking Through the LENS: Another Cheapie, or Just a Cigar Butt? (LENS) [View article]
Seems underpriced and their debt situation is reassuring. But how are they gonna suddenly start turning profits? And like you said earlier on, a rift with either Walmart or Wallgreens would probably fast sink this already damaged ship.
Seems too risky to take a real chance with, even with the positives.
Turkcell: An Emerging Markets Bargain? (TKC) [View article]
David,
I found this on Zach's Sell List (businesswire) from May 23 of this year.
"Turkcell (NYSE:TKC) recently reported a first-quarter profit of 25 cents per share. The result was four cents below expectations and represented the second consecutive miss. Following the report, three of the four covering analysts cut their projections for the remainder of the year. The new consensus estimate calls for profits of $1.45 per share, 16 cents below the forecast of a month ago."
Guess that's why the stock lost 1/3 of it's value in a few weeks.
There's no question that Big Ben's remarks pushed the market into further decline yesterday- and we likely have not seen the last of his post-remarks decline yet. His remarks on inflation were not as clearly understood as you make out- there was actually considerable debate as to the extent of real inflation and to hear it from the horse's mouth definitely made a bad situation worse.
That being said, I fully agree that a little reality orientation never hurt anyone. And blaming Bernacke seems to me to more a case of shooting the messenger than anything else.
Why Gold Miners ETF Should Have Been Avoided (ETFs: GDX, GLD) [View article]
David,
I don't undersand why the lack of linkage you mention above should hold true. If Gold prices stay high, then the companies mining it should continue to turn large profits. Thus, even with some short term fallout from a bear market, GDX and other gold related stocks and ETFs should rise over time.
BriteSmile's E-Commerce Strategy Should Leave Investors Smiling [View article]
The U.S. Ban on Online Gambling - Not Unlike the Chinese Ban on Democracy [View article]
Neubert admits "I don't know exactly what the message says in Chinese when you try to access a site on democracy or religious freedom" - an indication that his China example is merely there to flesh out a point, not to be literal. Basically, he is saying "America claims a moral high ground over countries like China but in truth, they are no better."
Faced With Growing Wall Street Scrutiny, Realogy Considers Going Private [View article]
Ford Cancels Dividends -- Will Investors Cancel Their Holdings? [View article]
"Beginning in the fourth quarter, the auto maker will stop paying a dividend on both its common and Class B stock."
World's Biggest Emerging Market: Russia [View article]
Aether Holdings: Perennial Loser [View article]
Yesterday's Trading Volume the Lowest YTD [View article]
I think after such a "breakout" week last week, many people were concerned about picking up new shares or solidifying current positions, assuming that a correction would soon follow. That coupled with pre-Labor Day vacation season and I think the low volume is actually quite logical.
Classic Bull Trap? Last Week's Bull Run Missing Confirmation of Breakouts [View article]
When do you expect we'll start to see the small and mid caps "break out" if this indeed the start of a genuine bull market?
Why I'm Long Marcus Corp. [View article]
Looking at their chart, why was there so much volatility around February of this year?
Just curious.
Jon Liss
Hewitt Associates is Worth a Second Look (HEW) [View article]
Five Good Reasons Why Not To Panic [View article]
Looking Through the LENS: Another Cheapie, or Just a Cigar Butt? (LENS) [View article]
Seems too risky to take a real chance with, even with the positives.
Turkcell: An Emerging Markets Bargain? (TKC) [View article]
I found this on Zach's Sell List (businesswire) from May 23 of this year.
"Turkcell (NYSE:TKC) recently reported a first-quarter profit of 25 cents per share. The result was four cents below expectations and represented the second consecutive miss. Following the report, three of the four covering analysts cut their projections for the remainder of the year. The new consensus estimate calls for profits of $1.45 per share, 16 cents below the forecast of a month ago."
Guess that's why the stock lost 1/3 of it's value in a few weeks.
Blaming Bernanke For the Slide [View article]
That being said, I fully agree that a little reality orientation never hurt anyone. And blaming Bernacke seems to me to more a case of shooting the messenger than anything else.
Why Gold Miners ETF Should Have Been Avoided (ETFs: GDX, GLD) [View article]
I don't undersand why the lack of linkage you mention above should hold true. If Gold prices stay high, then the companies mining it should continue to turn large profits. Thus, even with some short term fallout from a bear market, GDX and other gold related stocks and ETFs should rise over time.