Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Michael Bryant

View as an RSS Feed
View Michael Bryant's Comments BY TICKER:
Latest comments  |  Highest rated
  • Why We See Gold Going Lower Long-Term [View article]
    Gold will rise:
    - if oil goes up
    - if the dollar falls
    - as the European debt situation gets worse
    - if central banks print more money
    Apr 22 03:18 PM | 20 Likes Like |Link to Comment
  • Bumpy Ride Ahead: Sell Ford, Buy Toyota, Avoid the GM IPO [View article]
    Can we please stop the "Buy America" thing. Toyota cars you buy here are generally made in the US. (The steering wheel is on the right side of the car in Japan, not the left as it is here.) And about 60% of Ford cars are made in Mexico.
    Nov 18 06:43 PM | 18 Likes Like |Link to Comment
  • 2013 "production expectations" for the Z10 (BBRY -1.2%) have been trimmed by 4M-6M units, believes Wedge Partners' Brian Blair, who has been bearish on BlackBerry for years. He adds U.S. Z10 launches " have provided no evidence of meaningful sell-through," and is forecasting <10M 2013 BB10 shipments vs. Street estimates of 20M+. Meanwhile, Pac Crest's James Faucette (previous) believes U.S., U.K., and Canadian Z10 inventories are too high, and that production cuts are a matter of time. Also: BlackBerry says the Q10 is expected to sell for a subsidized $249 in the U.S., $50 more than the 16GB iPhone 5. [View news story]
    "2013 "production expectations" for the Z10 (BBRY -1.2%) have been trimmed by 4M-6M units, believes Wedge Partners' Brian Blair, who has been bearish on BlackBerry for years."

    1) He has been a bear and probably always will be.
    2) So he "believes" that production expectations have been trimmed. And I believe pigs can fly.
    Apr 25 02:27 PM | 15 Likes Like |Link to Comment
  • Why It's Time to Sell Silver Stocks and Buy Bank of America [View article]
    Wells Fargo (WFC) will beat Bank of America (BAC) in growth and earnings. What about the large amounts on contiguent liabilities BAC has from possibly bad loans?

    I think silver stocks are seeing profit taking before heading higher. Remember, silver stocks rose 4 times faster than silver. They were due for a pullback.
    May 3 12:08 PM | 13 Likes Like |Link to Comment
  • Why We See Gold Going Lower Long-Term [View article]
    And assuming that a commodity cycle lasts about 20 years, that means gold has 10 more years to run.
    Apr 23 02:25 PM | 12 Likes Like |Link to Comment
  • The Stock Market Rebound Is Coming [View article]
    They should have donated money to Greece long time ago. Now as interest on Greek debt just added up, now they have a bigger problem to deal with. Why don't politicians get down to the business? U.S. politicians are no better.
    Nov 15 09:25 AM | 11 Likes Like |Link to Comment
  • Why We See Gold Going Lower Long-Term [View article]
    So if silver to gold ratio is 16:1, and gold is $1503 an ounce, that means silver should be $94 an ounce.
    Apr 22 06:39 PM | 10 Likes Like |Link to Comment
  • Are These Stocks (Plus One ETF) Overbought and Poised to Fall? [View article]
    @User236851:
    I completely agree. Telling lies to create sell offs and profit from it is morally wrong. Where is all the moral justice? The few just get greedier and greedier, and the gap between the wealthy and the poor is growing. But stating an opinion based to fact, what is wrong with that. I try to make the best opinions I can, and I hope that I am not wrong. But isn't that what any analyst/economist/credit rating company does? Honestly, I would more blame the credit rating companies. They seem very late in the game, and seem to cause fear. What country are they going to downgrade next?
    Dec 28 11:03 PM | 10 Likes Like |Link to Comment
  • A Safe And A Shotgun, Or Public Sector Banks? The Battle Of Cyprus [View article]
    That is why I think we should have a government bank, like China's state-owned banks. Government banks already work in North Dakota.
    Mar 21 11:33 PM | 9 Likes Like |Link to Comment
  • Short Interest For Nokia Is At An All-Time High [View article]
    Did anybody notice that Kirk used a (NOK) phone in the 2009 Star Trek?
    Mar 19 09:39 AM | 9 Likes Like |Link to Comment
  • Why We See Gold Going Lower Long-Term [View article]
    Back in 2004, some analysts thought gold ran up too much - they were WRONG.

    In 2007, some analysts said gold reached its plateau - WRONG again.

    In 2009, they again said gold reached a plateau. It did pullback some before resuming the uptrend.

    So why should I believe gold hit a plateau now?
    Apr 23 02:23 PM | 9 Likes Like |Link to Comment
  • Why the Market Will Keep Falling [View article]
    Sorry, but analysts know nothing. And even if they do, they try to stay safe and follow the herd.
    Aug 14 03:11 PM | 9 Likes Like |Link to Comment
  • Orient Paper: Key Pieces of Evidence for Fraud [View article]
    1. If the top customers are less than 10% of revenue, sure you can have a 80% turnover of customers from one year to the next. Say you have 50 customers, each provides between 1-4% of revenue. So any customer could jump up to the top 10 by just adding 1-2 percentage points. But actually if the top customers are less than 10% of revenue, 10% / 10 = 1%. So mathematically, they only need to provide 1% of revenue. With sales so small, anybody can do that.

    And sure, take a look at U.S. companies in the 1920's, and you will find companies doing this.

    2. Large institutional investors don't usually invest in small-caps, because there size can cause the stock to jump. Warren Buffett even said he can't buy small-caps, because it will effect the market price dramatically. The smallest company in Warren Buffett's portfolio is $3.9 billion. Your talking about a $400 million company here. The smaller companies Buffett owns are private.

    Blackstone is a private equity firm. So unless it wants to take ONP private, why would it waste its time on a public company.

    By the way, who are you? Never heard of you. Are you credible?

    3. Oh, and yes, Wall Street's beloved name game. We disagree so there is no debate. Of course there is debate. We can debate about the company, and until YOU convince me, you are a fraud too. Try statistics. Math. History. Economic. They can't lie.
    Jul 15 12:32 PM | 9 Likes Like |Link to Comment
  • BlackBerry (BBRY +1.6%) clearly isn't a fan of Detwiler Fenton's work. Shortly after responding to a Detwiler report that claimed Z10 returns have begun outpacing sales at some top U.S. retailers by insisting its return rates are normal, the company is asking U.S. and Canadian securities regulators to probe the report, and is accusing Detwiler of refusing to share its report and methodology. Detwiler is no stranger to criticizing BlackBerry. [View news story]
    Short Detwiler Fenton Group (DMCD.PK)? Bet it goes to zero. The stock has been going down since 2000.
    http://yhoo.it/XHsC2S;c=
    Apr 12 11:26 AM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "Rising crop prices, particularly corn, have sent the cost of farmland soaring, with prices in Iowa, for example, doubling to an average of $8,296 an acre since 2009."

    Stop corn-based ethanol production. We know that you get less energy out than you put in. So why are we continuing? Must be greedy lobbyists?
    Mar 19 09:46 AM | 8 Likes Like |Link to Comment
COMMENTS STATS
3,543 Comments
2,008 Likes