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Moon Kil Woong  

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Latest  |  Highest rated
  • Buy Potash Corp. As Long-Term Fundamentals Are In Place [View article]
    The good thing going for POT these days is the stupidity of Russia. Other than that fundamentals have changed very little.
    Feb 19, 2015. 01:24 AM | 4 Likes Like |Link to Comment
  • Farmer Mac: Super Profitable But Cheap Due To GSE Aversion [View article]
    They have a history of taking on risk that is against the best interest of the company in the long run. I have no doubt they take on risk to prim up short term gains at a long term loss and expansion of risk for execs to make extra bonuses much like TBTF banks. It's part of the game as is making quazi-socialistic companies as broken as any other socialist run company on the globe. I'm glad you agree that none should have been created in the fist place.
    Feb 19, 2015. 01:20 AM | 1 Like Like |Link to Comment
  • Google co-founders to sell $4.4B of stock [View news story]
    Good point Google has a terrible shareholder rights and power over its management much like Facebook and others. On that alone, I would be hesitant to buy them. In reality both companies could announce they were going to lose money and the founders were going to squander the money and pretty much no one could take away their control of the company. This is now how companies should be and goes against the initial public offering rules to be listed. It is only the SEC who has allowed this by permitting people to retain control of a company when listed with weird voting rights that give them control of the company even after listing. It is not how it was intended to be. The SEC should be shamed out of existence for their mismanagement of voting rights and allowing the blatant misbehavior and disregard of voters rights these days.
    Feb 15, 2015. 11:13 PM | 10 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    http://onforb.es/1DWWues

    http://onforb.es/11tMAgV

    http://bit.ly/WdpYml

    You can also read their financial statements which hopefully you at least do if you own this stock.
    Feb 15, 2015. 11:05 PM | 4 Likes Like |Link to Comment
  • Retirement Strategy: Is It Time To Panic Based Upon The Most Widely Used Valuation Metric? [View article]
    There is a reason the PE ratio is so high right now. Because the bond yield rates are so low thanks to Federal Reserve meddling. The big issue is that the market is based on growth and without it stocks can't keep this value unless rates go lower which is hard to get unless the economy collapses, and stocks are based on low rates which can only remain low if the economy doesn't recover. In this sense, stock prices are exuberant at best and probably more correctly, irrational. But yet, one can forgive the market, the Federal Reserve has been coercing banks and market participants to artificially run up stock for years now, just like a socialist regime which I guess they feel we live in. Capitalism be damned seems to be their mantra which in its own right should discount the US market a lot.
    Feb 15, 2015. 10:59 PM | 12 Likes Like |Link to Comment
  • Tesla: In Need Of A Little Adult Supervision [View article]
    Tesla has a lot more problems with the big autos, especially at their valuation. They had better start generating profit if they want to stay in the running. Just keeping up with technology will be a struggle in the coming years. As for Apple, I don't think it's a great idea, for one because it will alienate their technology getting into other cars, and because it takes a vary competent detailed oriented person like jobs to make it a success. Right now, I don't see it, although it will suck up lots of capital, just ask Tesla about that.
    Feb 15, 2015. 10:52 PM | 1 Like Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Tesla's main issue is not production, especially since economies of scale still doesn't pull it into annual profitability. I agree with the recent articles stating Tesla's cars are great but the company has a lot to be desired. For one thing a committed founder who wants you to embrace his new idea and dump your stock by saying Tessa's overvalued and he doesn't know why people are excited about it rather than his new plot to get taxpayer money.

    Please be aware, without government subsidies Tesla's losses would be so halatious it would have a hard time garnering funding to keep the factory open after they waste existing shareholders equity. I'm for clean energy and electric cars, just not on funny money and government ruses.
    Feb 15, 2015. 10:45 PM | 4 Likes Like |Link to Comment
  • Tesla: In Need Of A Little Adult Supervision [View article]
    Here's Must disparaging Tesla's price.

    http://huff.to/1Cuzb7f

    http://cnnmon.ie/1ckaMFc

    http://seekingalpha.co...

    http://dailym.ai/1Cuz7V3
    Feb 14, 2015. 09:20 PM | 1 Like Like |Link to Comment
  • Tesla: In Need Of A Little Adult Supervision [View article]
    Here's a few sources. I'd love to see your sources to refute.

    http://bit.ly/1Cuxnei

    http://bit.ly/1Cuxnek

    http://bit.ly/QPkz2f

    http://fxn.ws/1Cuxnel

    http://bit.ly/1za2aLm

    http://bit.ly/1Cuxnen

    http://slate.me/1CuxpD6

    http://bit.ly/1Cuxner

    http://bit.ly/1Cuxnet
    Feb 14, 2015. 09:09 PM | 1 Like Like |Link to Comment
  • Comcast looking for fifty shades of green [View news story]
    Yawn, Comcast like other telecoms wants to have monopolistic powers. Sadly all this comes at a cost to America and Americans. Asia has cheaper, faster Internet and the downturn got S. Korea high speed Internet throughout the country as a public works process where all we got is fatter richer TBTF bankers.

    Comcast has nothing to complain about. About 10 years ago Comcast was fighting with telecoms about their service stepping on the toes of protected monopolies, now Comcast is complaining it wants to be a monopolistic like them but doesn't want to follow the rules. Hopefully, another telecom solution comes that buries telecoms and cable with lower prices and decent service. It certainly would get a lot of customers.

    Comcast's business is about as moral as their recent shades of grey movie. Their attorneys will probably all go see it and lament they can't handcuff torture any customers the way the folks in the movie do.
    Feb 14, 2015. 08:42 PM | 2 Likes Like |Link to Comment
  • High Yield Or Junk: Is A 7% Yield Enough? [View article]
    As estimated the next phase after the fall off of oil will be a collapse in high yield junk bonds as these companies get forced into defaulting. This will create a wave of junk bond defaults that will cause a downturn in the whole junk market similar to the junk housing loans last time. Be very very cautious about what high yield debt you take on from here on out.

    The shoe hasn't even fallen off yet, don't let people convince you this is as bad as it gets. It's like saying a lady had a bad day because her heel is wobbly on a cloudy day before she walks up 100 stairs, it starts raining, the road is flooded, traffic lights don't work, and she's in the bad part of town without a map. A lot worse things could happen.
    Feb 13, 2015. 10:33 PM | 7 Likes Like |Link to Comment
  • Why Crude Oil Prices Will Have To Fall Hard [View article]
    The rise of massive floating oil reserves circling the Atlantic ocean is a giant sign that things can't continue. Likewise the amount of oil on these is probably not fully calculated.

    Furthering the issue is China is about to get massive oil from Russia which will stop their massive purchases to pump up their reserves. It is rather a sad fact the US and China are basically throwing away money to help keep oil prices high. It makes sense for the US to do it now they are producing so much but it is just simply loss for China to do this, just like they have done with steel, copper, and other assets. If China realizes this then you will see a massive collapse in oil.

    When the stone age ended those with stone piles looked like the fools they were. When the coal era came many of those who were heavily invested in it as well as the workers went belly up. Oil is looking to be the same way. You can see the end coming when there is massive surplus production and a steady drop in demand. We have the first, we will see whether or not the second occurs as electric cars, solar energy, and new sources of energy displace oil and gas demand.
    Feb 13, 2015. 10:22 PM | 3 Likes Like |Link to Comment
  • Oil: False Rally Or True Bottom? - Looking Back To 2008/9 [View article]
    I don't disagree that the oil age, like the coal age is facing a cyclical turn to cleaner energy and electric cars are just part of that. I have stated such in many comments before this. Even without this move overproduction is already eating away at the price. OPEC is too stupid to be worrying about electric cars. I think they are worrying about Iran, Russia, and the US taking away more demand.

    If they were smart they would be worrying about global warming turning their land into a beach and worried about how they can make their land arable before they run out of oil to finance the terraforming needed to de-desertify the middle east so they don't starve (perhaps they are thinking of flooding the land and fishing. Let's just say, they aren't forward thinkers let along long term strategists.
    Feb 13, 2015. 10:09 PM | 2 Likes Like |Link to Comment
  • Tesla: In Need Of A Little Adult Supervision [View article]
    Elon musk said a few months ago Tesla was overpriced and few listened. Elon is off on another quest to get even more funding from the government and closed off Tesla's loans so he doesn't need to meet the requirements of the loan which included among other things long term viability. Sadly companies Elon starts are known for spending a lot of government money and losing money, not making money. The reason they exist is thanks to government money and spending. We will see how long investors play along given they do not seem to get sustainable profit even when they get big.

    In the meantime, Elon wants taxpayers to loan and give him money for superfast transport trains. Once again he wants a riskless company for him bigger than the one before. It seems like he is liable to get it. After all government likes excuses to spend money, especially if some of it goes back to them. Ergo the cycle of sleaze lives on.
    Feb 13, 2015. 09:48 PM | 8 Likes Like |Link to Comment
  • Why Intuitive Surgical Is No Longer A Growth Stock [View article]
    ISRG has problems growing because the channel is already stuffed and they can't get approval for cardiovascular surgeries even though they supported countless unapproved procedures in cardio-vascular and other surgeries by doctors who wanted to prove something, please someone, or make money. Unethical is what comes to mind when thinking about ISRG's management these days.

    ISRG has a problem because they need to constantly sell machines and upgrade and maintain the machines they have. Sadly, failure to upgrade and maintain old machines is the central driving force to selling new machines. This is a accident waiting to happen.

    ISRG is a monopoly at this point in time and will have a hard time keeping it since their objective it to make money off of and control everything. In reality they have already made operating their machine ridiculously overpriced and sells it as if the machine is the capable surgeon doing the surgeries. In fact, it's not and studies have shown that increasingly less skilled doctors are using it and getting less than stellar results (worse than conventional surgeries and errors in the procedure). ISRG can't accept that they are selling a surgical machine, not a surgeon. Other non-invasive surgeries are proving to highlight the absurd costs and a competitor is badly wanted in the medical community. The future will only get worse for them as will the market.

    If ISRG wants to succeed in the future it better start being a team player, get a lot more attorneys, or figure out a way to get approval for cardiac surgeries despite the fact that they can't get approval with more test cases than pretty much any other application for surgical approval. The regulators are no pushover, they know that surgical skills count and that the issue is not did the surgery go well, but what are the benefits and disadvantages of the machine. In reality, it adds another factor in surgeries that can go wrong and the issue of the severity of what can go wrong and backups solutions if something goes wrong still hasn't been fully and satisfactorily addressed in surgeries where there is little time to dilly and dally if the computer glitches, the surgical arm freezes, or the power gets disrupted.

    That said ISRG machines are wonderful tools, but that's all they are.
    Feb 13, 2015. 01:42 AM | 1 Like Like |Link to Comment
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