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Marek Fuchs

 
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  • Go Against The Grain On Ford [View article]
    We might have to agree to disagree. On several different levels, I wouldn't want my decision to buy a stock to rely in part on another earthquake.
    Sep 7 01:33 PM | Likes Like |Link to Comment
  • Go Against The Grain On Hewlett-Packard [View article]
    Love to agree to disagree. It makes the world (at least the stock market) go round. It is against the grain in that HP was up the day before and had, in fact, had a good week. I base the call on recent stock movement, not long-term sentiment. Best, Marek
    Sep 7 10:00 AM | Likes Like |Link to Comment
  • Go Against The Grain On Amazon [View article]
    Ha! But the next nickel they make on one of those books will be the first... Best, Marek
    Sep 4 01:18 PM | Likes Like |Link to Comment
  • Go Against The Grain On Amazon [View article]
    I base my calls on short-term price movement. It's against the grain of prevailing market thought--and the stock was up on Friday and, indeed, had a strong week last week. Best Wishes, Marek
    Sep 4 12:36 PM | Likes Like |Link to Comment
  • All The News That's Fit To Misinterpret [View article]
    I'm not certain it's that simple. Media outlets that deride--and preach capitalism--are failing. Best, Marek
    Aug 24 01:39 PM | Likes Like |Link to Comment
  • All The News That's Fit To Misinterpret [View article]
    I don't think people are reading less. In fact, probably more. Or, at least, more widely. And from sources online that can't charge much at all for advertising. Best, Marek.
    Aug 22 12:33 PM | Likes Like |Link to Comment
  • Research In Motion And The Confidence Game [View article]
    Thanks--and you bring up an interesting point: is fanatical nature good in such situations. As I see it--it may help you stick with it for the long-haul, but fanaticism requires emotion and emotion is the ultimate enemy in stock picking. Best, Marek
    Jul 24 01:44 PM | Likes Like |Link to Comment
  • Amazon Shares Up On eBay's Reflected Glory: Good Or Bad? [View article]
    Sure: but it's only been recently that people have realized that eBay has its footing. We'll see on whether the pie is expanding to allow for all the new competition or Amazon, which has margin issues aplenty, will suffer more. That's why I say in this case: rather than chase the stock, wait until Wednesday. Should hold answers. Best, Marek
    Jul 19 12:44 PM | Likes Like |Link to Comment
  • GM's European Quagmire [View article]
    Recent indications from Ford: bumpy European road. Best, Marek
    Jul 17 02:16 PM | Likes Like |Link to Comment
  • GM's European Quagmire [View article]
    Even assuming the cars are better and cheaper, there does, looking at the long-term numbers, seems to be a generation-long refusal to "realize." Maybe it's cultural, maybe before the end-of-time, it can be surmounted. But it definitely doesn't appear to be a function of 1) the Euro crisis or 2) any single GM official. Best, Marek
    Jul 17 10:36 AM | Likes Like |Link to Comment
  • GM's European Quagmire [View article]
    Look: GM is not without a strength or two. But if you handed me $50 billion, I could probably turn in a decent year. Also: on the "sold more vehicles" item--well, the push to "crush everything in its path" in terms of sales, led to a ruinous level of losses. Moreover, my point is Europe, where GM has promised and promised....and never delivered. Best Wishes, Marek
    Jul 17 08:52 AM | Likes Like |Link to Comment
  • For Procter, Firing Their CEO Is No Gamble [View article]
    Well, you can't really have one without the other. If you clean the old guard, you can't keep McDonald. But unless you jettison McDonald, you won't have anyone willing to get rid of the old guys. Best, Marek
    Jul 16 04:05 PM | Likes Like |Link to Comment
  • For Procter, Firing Their CEO Is No Gamble [View article]
    Yup. Cue up the Newjack. Best, Marek
    Jul 16 02:19 PM | Likes Like |Link to Comment
  • For Procter, Firing Their CEO Is No Gamble [View article]
    I agree. They are sort of holistically lost. Best, Marek
    Jul 16 02:19 PM | Likes Like |Link to Comment
  • Amazon And The Revenge Of The iPhone Killer [View article]
    Possibly both. Whatever qualms you can have with Amazon, have to allow that operationally, they're talented. RIM? Ugh.
    Jul 6 12:48 PM | 1 Like Like |Link to Comment
COMMENTS STATS
117 Comments
35 Likes