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  • Workday - Strong Third Quarter, Still Does Not Justify This Valuation [View article]
    Good comment Doyle3000. Well written article and everything said is correct. But the originators of Workday is the PeopleSoft team. These people have done this before and have been very successful. Moreover there is such a need for cloud based ERP solutions that the demand is very tangible.

    Finally, in the market as a whole valuations are stretching so it makes the future seem like tomorrow.

    I can understand both sides of the issue. I am long Workday myself. I just hope the author is shorting but has hedged it in some regard because the potential is strong.
    Dec 2 12:31 PM | Likes Like |Link to Comment
  • Digging Deeper At Turkcell [View article]
    Carl, this is a good overview of the current state. But what about the future?

    The most compelling growth in the company is the margins improvement based on the high rate of growth of data services. Turkcell has the network to support that growth for a long time, and a competitive advantage in the quality of that network.

    Second, the subsidiaries in outside of Turkey have had tremendous growth also. That expanding footprint makes Turkcell particularly attractive because of access to markets that are rounding errors to Verizon and Vodafone.

    I hope they get the ownership struggle resolved soon, but I am not optimistic about it.
    Oct 11 10:58 AM | Likes Like |Link to Comment
  • Mattel: Increasing Income And Large Cash Supply Make It A Buy [View article]
    "Too exposed to the whims of the day." I like MAT just because it is a consumer discretionary item. With the recent stabilization of the economy and mild growth, parents are finding room to pay for toys for their kids. Yes there is fear of turning back, but the last three years the "fear" trade has been a loser.
    Feb 27 11:09 AM | Likes Like |Link to Comment
  • Is Turkcell's Upcoming Transformation Enough Reason To Hold The Shares? [View article]
    Good analysis. Well done.
    Dec 27 08:11 PM | Likes Like |Link to Comment
  • Turkcell Iletisim Hizmetleri A.S: A Turkish Delight [View article]
    Goodness gracious, you must be new to this stock. The market prospects for the company are wonderful but the shareholder governance is a nightmare. This company could report record earnings this year and the stock could still cut in half if they don't get the ownership structure issues resolved.

    This coming from someone is long TKC. I am just sober about the prospects.
    Oct 10 02:27 PM | 2 Likes Like |Link to Comment
  • Telefonica Brasil: A Sleeping Giant? [View article]
    This analysis, in retrospect, really had very little forward looking information. As a result, anyone who took your advice and purchased this stock would have been crushed with a terrible entry point.

    In the future, it seems that the discussion about VIV needs focus on competitive pressures and regulatory changes. Also what is the likelihood that TEF will juice VIV for additional cash for the holding company? These are real risks that any investor in VIV needs to price in.
    Aug 30 01:36 PM | 1 Like Like |Link to Comment
  • Is Bancolombia Losing Its Luster For Investors? Part 1 - An Analysis Of Asset Quality, Risk And Liquidity [View article]
    Very well done. I am long CIB also. I am curious about your comments regarding BAP and BBD also. BBD in particular because I feel Brazil is being heavily discounted right now due to the slowdown in commodity consumption in China.
    Aug 30 12:39 PM | Likes Like |Link to Comment
  • What To Do With A Profitable Fannie And Freddie [View article]
    Excellent post. Excellent. The hypocrisy of the policymakers is on display. It will just take a while for the political winds to change to reflate the value of the junior non-cum preferreds for Fannie and Freddie.
    Aug 17 11:43 AM | Likes Like |Link to Comment
  • Boeing Is Overvalued [View article]
    This article very backward looking instead of looking forward for future performance. Yes, they increased inventory significantly and that because they are rollout the first major product in many years. These are capital intensive products and this would be a normal occurrence for this type of company.

    What about the sales pipeline? What is the quality of that?
    Aug 10 02:21 PM | Likes Like |Link to Comment
  • Ryland's Future Growth Ability Is Enticing [View article]
    Good observation. If you had stuck with your gut you could have watched it rise to $26/share. But I also agreed with the risk/reward assessment you made too.
    Jul 8 09:32 PM | Likes Like |Link to Comment
  • Has Turkcell Finally Reached A Bottom? [View article]
    Agreed. Need to wait for resolution by the board. But for the retail investor, by the time the news gets out this stock will be 10% more expensive at least.
    Jun 5 05:57 PM | Likes Like |Link to Comment
  • Brasil Foods: Little Expected, Even Less Delivered [View article]
    Well done. Quality.
    May 1 02:32 PM | Likes Like |Link to Comment
  • More Problems Coming For American Tower [View article]
    Great post! Good analysis. Let's see what happens.
    Feb 14 01:57 PM | Likes Like |Link to Comment
  • Japan's In For A Hard Landing [View article]
    Why do you think Japanese are clueless? There are huge positive and negative incentives for Japanese workers to buy JGB. Don't judge so quickly. Moreover, most of the holders of their debt are pension funds, municipalities, insurance companies etc. All of those entities have regulatory requirements to buy JGB. So the door is locked and the money is not getting out, that is how they make it work.
    Jan 25 06:28 PM | 2 Likes Like |Link to Comment
  • Can Brasil Foods Hit Some Impressive Goals? [View article]
    Very well done. I also have been long BRFS and done well. But I am still more optimistic because the margin expansion opportunities look like a pretty good bet. Also Sadia is a mechanism for international expansion. Sadia marketing and operations executing very well before the implosion.

    In any case, I am reinforcing what you said. Good article.
    Dec 30 12:08 PM | Likes Like |Link to Comment
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