Seeking Alpha

Moon Kil Woong

View as an RSS Feed
View Moon Kil Woong's Comments BY TICKER:
AA, AAON, AAPL, ABAT, ABIO, ABT, ABX, ACF, ACN, ADBE, ADP, ADRU, AEGR, AFL, AGG, AGNC, AGOL, AGQ, AIG, AIQUF, AIQUY, AKAM, ALLRF, ALTR, AMAT, AMBC, AMD, AMGN, AMKR, AMSC, AMTD, AMZN, ANF, ANFI, ANGI, AONEQ, APU, ARCO, ARGT, ARNA, ARTH, ASML, ASTM, ATHN, ATK, ATML, ATSG, ATVI, ATW, AUMN, AUY, AVEO, AVL, AVP, AWAY, AXPW, AXTI, BA, BAB, BAC, BARL, BATS, BAX, BBBB, BBRY, BBY, BCRX, BCS, BHP, BIDU, BITCN, BK, BKUNA, BLK, BLND, BMY, BND, BODY, BP, BRCD, BRCM, BRK.A, BRK.B, BX, C, CAB, CAF, CAG, CALM, CAT, CDE, CDNS, CELG, CEMP, CEO, CEPH, CF, CFC, CHC, CHGG, CHK, CHL, CIM, CIT, CL, CLNE, CLNT, CLX, CMCSA, CMCSK, CMG, CMI, CNB, CNDO, CNQR, COH, COHR, CONN, COP, COPX, CORN, CORS, COST, CPRT, CRAY, CRDS, CRM, CROX, CRUS, CRZO, CSCO, CSIQ, CTAS, CTIX, CTL, CTXS, CVLT, CVM, CVX, CWCO, CXW, CYB, CYCC, DAKT, DANG, DB, DBA, DBC, DBLE, DD, DE, DECK, DELL, DENN, DENT, DF, DG, DGL, DGP, DGZ, DHR, DHX, DIA, DIS, DKS, DLTR, DMND, DNDN, DNKN, DRYS, DTLK, DVN, DWA, DXD, DXJ, DXLG, DZZ, E, EA, EAT, EBAY, EBIX, EDAC, EFA, EGB, EGF, EGHT, EGOV, EIGI, EMIS, EOG, EPZM, EQIX, ERO, ETFC, EUFN, EWG, EWJ, EWP, EWQ, EWS, EWT, EWU, EWW, EWY, EXAR, EXC, EXK, EXL, EZCH, EZPW, F, FB, FBIZ, FBP, FCEL, FCX, FDN, FDO, FDX, FFIV, FFNT, FIATY, FMCC, FNMA, FPX, FSLR, FXB, FXE, FXI, FXY, GA, GAGA, GALE, GASS, GCF, GDX, GE, GEOS, GERN, GES, GEX, GG, GLD, GLL, GLMFF, GLRE, GLW, GM, GMCR, GME, GMED, GMO, GNC, GNRC, GNTX, GOOG, GOOGL, GPL, GPS, GRMN, GRPN, GS, GSFVF, GTAT, GUYFF, GZPFY, HAIN, HAL, HBM, HD, HIG, HIMX, HLF, HNHPF, HOGS, HOLX, HPQ, HRB, HRBN, HSBC, HTA, HUM, HYFXY, HYGS, IAU, IBIO, IBM, ICE, IEF, IHF, IMUC, INCY, INFU, INFY, INTC, INTX, IOC, IR, IRDM, IRL, ISRG, ITB, ITLT, ITLY, ITYBY, IVV, IWM, IYF, IYH, IYJ, IYK, IYR, IYT, IYW, IYZ, JBHT, JBL, JCP, JJC, JKS, JMBA, JNJ, JNK, JNPR, JPM, JWN, K, KB, KBE, KBH, KCG, KERX, KIE, KIRK, KKD, KLAC, KLIC, KME, KNPRF, KO, KODK, KORS, LDHL, LECO, LEH, LEHMQ, LEHNQ, LGF, LGZ, LINE, LIWA, LL, LMNX, LMT, LNG, LNKD, LNVGY, LOCK, LOGI, LOW, LPDX, LQD, LULU, LVLT, MA, MAS, MCD, MCF, MCO, MCP, MDT, MEOH, MFGLQ, MIL, MKL, MKSI, MMM, MNKD, MNST, MOGLF, MON, MORL, MOS, MOV, MRO, MRVL, MS, MSFT, MT, MTL, MU, MUB, MUSA, MZG, NAMG, NBG, NBR, NBS, NEM, NEPT, NEWN, NFLX, NKE, NLR, NLY, NOK, NRP, NSPH, NTOIF, NUAN, NUE, NUS, NUVA, NVAX, NVDA, NXPI, NYT, NYX, OAS, OGZPY, OIH, OIL, OLN, ONNN, ONTY, OPTT, ORAN, ORCL, ORLY, OSK, OVTI, P, PAAS, PALM, PAY, PAYX, PBI, PBPB, PEIX, PEP, PFE, PG, PHMD, PHYS, PIP, PKB, PKT, PLCM, PLUG, PLX, PM, PNRA, POAHF, POT, PPLT, PRKR, PRLB, PRXI, PSLV, PSQ, PUDA, QCOM, QCOR, QLGC, QQQ, QUAL, RAD, RAIL, RAX, RBS, REE, REGI, REGN, REMX, RENN, REZ, RGR, RHHBY, RIO, RIOM, RL, RMBS, RNF, RPTP, RSH, RST, RT, RTH, RTN, RWO, S, SAND, SAP, SAY, SBMRY, SBUX, SCHW, SCRT, SCTY, SDRL, SDS, SE, SEA, SEAC, SGI, SGLRF, SGOL, SH, SHLD, SHLO, SI, SINA, SJM, SJW, SKUL, SKX, SKYY, SLM, SLV, SLW, SMH, SNDK, SNE, SOCL, SODA, SPA, SPF, SPLK, SPLS, SPPI, SPXS, SPXU, SPY, SQNM, SSNLF, SSTK, SSYS, STMP, STP, STX, STXS, SU, SUNE, SUSQ, SVVC, SWC, SWHC, SWK, SWY, SYK, SYX, SYY, SZYM, T, TAOIF, TAP, TBF, TBT, TDC, TEVA, TGT, TIF, TIP, TLB, TLO, TLT, TM, TNH, TOL, TOT, TPCS, TRLG, TRW, TSCO, TSLA, TSM, TSRA, TST, TUMI, TWC, TWTR, TWX, TXN, TZA, UAN, UBG, UBS, UDN, UEC, UGA, UGL, UNF, UNG, UNH, UNIS, UNXL, UPS, URA, USG, USO, UTX, UUP, UVV, UVXY, V, VALE, VARI, VCVOF, VHC, VIA, VICL, VIFL, VLO, VMW, VNM, VRNG, VRTX, VSH, VSR, VVUS, VXX, VZ, WBSN, WDC, WFC, WFM, WHR, WIT, WLP, WM, WMB, WMT, WPRT, WPSHF, WWWW, WZGRF, X, XHB, XIDEQ, XIN, XLF, XLI, XLK, XLNX, XLP, XOM, XPO, XRT, XRX, YGE, YHOO, YNDX, YOKU, YUM, Z, ZIOP, ZIP, ZLTQ, ZNGA, ZROZ, ZSTN
Latest  |  Highest rated
  • Staples: Industry Consolidation Leading To 50% Upside [View article]
    I like Staples if they can further integrate with the Post Office. The government never wins and will give more to Staples than they get (not losing money). Staples will benefit from the relationship and traffic.
    Apr 17 05:30 AM | 2 Likes Like |Link to Comment
  • Stock Rally: Will Third Time Be A Charm For Dow? [View article]
    The more Yellen gives now the less she has to give if something really nasty rears its head. Already she has pretty much nothing thanks to Bernanke, not that she wouldn't have done the same. My bet is a falling dollar whether or not the economy slumps. Apparently that is the bet of all foreigners as well save Japan who assumes their government is worse than us nowadays (they are right with Abe) and derivatives players who are desperately trying to accumulate dollars in Belgium to prepare for who knows what (there is 750 trillion in all sorts of bets they can't cover).
    Apr 17 04:51 AM | 1 Like Like |Link to Comment
  • 10 Scary Charts: April 16, 2014 Update [View article]
    LOL the job loss one is the worst. Rather than point to recession it shows that we will likely slide into a downturn without even recovering from 2008 thanks to Federal reserve action that stretches out the zombie economy and allows TBTF banks to eat every other bank while they refuse to actually do banking and loan to businesses and individuals. What loans they actually do, they dump on Fannie Mae and Freddie Mac hoping the taxpayer will clean up their mess yet again.

    We aren't headed for a recession, we never escaped the last one.
    Apr 17 04:19 AM | 8 Likes Like |Link to Comment
  • Chinese growth moderates to 7.4% [View news story]
    China is fine and the fall in its currency is reasonable given its declining growth. Likewise, the US currency fall is fine given its looking at a cyclical slowdown. The only difference is those running the US are too dumb to realize facts.
    Apr 16 01:38 PM | 1 Like Like |Link to Comment
  • Intel +2.9% AH on strong margin forecast, in-line revenue guidance [View news story]
    LOL strong margin expectation after bad earnings isn't a good consolation prize. Try cutting execs salary. It never ceases to amaze me that everyone believes in management bonus incentives and no one believes in management disincentives for failure.
    Apr 16 01:36 PM | Likes Like |Link to Comment
  • There Is An Audible Hissing Sound Coming From The Nasdaq... And The Smell Of Opportunity [View article]
    In reality this is good for tech companies. If the party got any hotter there would be 1,000 more start up companies will tens of millions in cash willing to follow their business plan of taking business and making no profit from existing tech companies. Already, even the big guys are trampling over each other on any lark to try to cannibalize each others business.

    The most recent daft high tech ridiculously priced war is over drones that can have an antenna to broadcast telecom or deliver packages. Really guys?
    Apr 16 01:33 PM | Likes Like |Link to Comment
  • Building permits unexpectedly slip in March [View news story]
    When the Texas real estate crash was beginning housing starts looked just wonderful. This is a lagging indicator based on expectation and the housing starts can be dropped like bacon on fire if the prices and buyers evaporate at any time. Then the starts turn into rotting infrastructure and concrete slabs much like slab city.
    Apr 16 01:29 PM | 1 Like Like |Link to Comment
  • Yellen Talks About New Higher Capital Requirements For Banks [View article]
    Yellen should increase capital requirements based on bank size making it as high as 10% for TBTF banks because it is overly obvious they will fail and the public will have to take the loss. But if you really want to solve the problem, you would reinstitute Glass-Stegall. With just one bill you will have solved all the bank and financial crisis since 2000 and assured they will never happen again unless it is repealed by idiots once again (Personally I think Gramm, Leech, and Bliley were not just idiots but greedy pigs as well who intended to destroy all America just to enrich their power base. Thus we don't have Glass-Stegall anymore since all the other politicians were as dumb as we all think they are. America lost to the lobbyists).
    Apr 16 02:32 AM | 2 Likes Like |Link to Comment
  • The Coca-Cola Company EPS in-line, beats on revenue [View news story]
    Good for Coke. Stick to what you are doing. If Coke was run by Facebook, Netflix, Cisco, or Google they'd be buying sacking shareholders wealth by buying just about anything at a huge premium and loss to profitability to try to show how "on top of the trend" they are and fully maximize the fact they know their company's stock is way over valued.

    The only difference is Coke's stock isn't over valued and its business isn't hype. It's slow, solid, and steady. Thus you would have profited fine just holding it.
    Apr 16 02:21 AM | 1 Like Like |Link to Comment
  • Shareholder Value: Getting Rich Slowly [View article]
    Better yet, buy at the beginning of any recovery and sell before 4 years into a recovery as long as the US doesn't descend further into a socialized dreamland that divorces bad fiscal behavior from consequence and rewards the worst institutions because they are in the national interest. The national interest is in a viable economy with viable businesses that don't need to suck off the public or ask for funny money and interest free liquidity every day of their life.
    Apr 16 02:16 AM | 2 Likes Like |Link to Comment
  • Always The Dollars [View article]
    LOL Japanese people should want to own anything else other than Yen under Abe. His QE dump fest is downright scary. The weak US treasury holdings is also the direct effect of declining interest in the US due to its QE government bond manipulations as well.

    The real frightening issue is not even shown here, it's the massively growing swamp of short term US treasuries being issued because the US can't issue large quantities of long term debt anymore showing a complete lack of confidence in US monetary policy and government budgetary control. I, of course, can't blame them.

    This is like realizing that you no longer qualify for a 30 year mortgage and have to finance your mortgage at the local pawn shop. You may feel your condition and debt is the same, but not for long.
    Apr 16 02:11 AM | 2 Likes Like |Link to Comment
  • We've Seen This Before In Tech: What Happens Next? [View article]
    For a weak PC market, price compression in cell phones, and growth stagnation in social media it's a wonder the tech downturn didn't happen sooner and that it's not as severe as the dot com bubble. What is holding it up is that it like so many other stocks can easily compete against practically no interest yield in treasuries after subtracting real inflation (not deleting oil and commodity prices) and dollar devaluation.

    With the US hell bent to destroy the dollar value to the point of again raising the issue of China's pegging which is devaluing right along with the dollar again. It never ceases to amaze me when the US is a clear currency manipulator, they have the gall to criticize others for doing the exact same thing as they are.

    Trust me, even as the US bends towards economic slowdown, you're wealth is being rotted away by purposeful devaluation of your assets as the dollar is watered down even more. Even the emerging market fright isn't holding it up anymore. The good thing for tech is that a weaker dollar will make its overseas sales look better than they actually are.
    Apr 16 02:03 AM | Likes Like |Link to Comment
  • Low Inflation Taper Theory [View article]
    Stimulating the economy for 5 years constantly does not show any semblance of optimal control. Rather it shows a total lack of control to the point it violates even Keynesian logic. With the cycle coming to a close I agree with the author they are desperate to unwind something to give it some nugget of easing when the economy slows.

    this is similar to Bernanke who tightened right into the recession and then opened the floodgates for TBTF banks to sack the economy as everyone went broke since they were the only ones with access to unlimited liquidity.
    Apr 16 01:56 AM | 7 Likes Like |Link to Comment
  • Google buys solar-powered drone maker Titan Aerospace [View news story]
    If you want to give cheap free internet to the masses, resurrect WiMax. Oh sorry that was killed by everyone because it cannibalizes/supplants the whole telecom market and the telecom companies sued cities for trying to implement it because it was unfair to them to let users get free access.
    Apr 15 01:23 AM | Likes Like |Link to Comment
  • Intuitive Surgical: The Growth Story That Wasn't [View article]
    Correct and ISRG has been pouring money into attorneys and marketing not R&D. If they did maybe they'd actually do real studies that would qualify themselves to do cardiac. The fact they don't shows that they are too scared to disclose the aggregate results of all the surgical experiments doctors have already committed on human lab rats compared to regular coronary surgeries. I hope the legal wavers are well written before they start cutting into people's chests.

    Needless to say, ISRG was one of the biggest losers even in today's massive rally, giving a big thumbs down by momentum investors for good reason. I think the comments in this article speak for themselves as very good reasons to take whatever gains you have while the going is good.
    Apr 15 01:17 AM | Likes Like |Link to Comment
COMMENTS STATS
10,582 Comments
33,141 Likes