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Moon Kil Woong  

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Latest  |  Highest rated
  • Egalet accelerates NDA filing date for abuse-deterrent morphine [View news story]
    How is this different from Collegium's solution that the FDA already accepted?
    Mar 12, 2015. 11:55 AM | Likes Like |Link to Comment
  • Dollar Strength Is A Unique Opportunity [View article]
    The upside is the US can continue to finance its debt and spend generating more deficits and money for the time being without more QE funny stuff. The problem is that if it goes too far the US, like Japan won't be able to live without or stop QE.
    Mar 12, 2015. 02:52 AM | Likes Like |Link to Comment
  • The Importance Of How To Invest, Not What To Invest [View article]
    I agree with both yours and the author's bent. The author is right, especially with Buffet who has strayed too far from the value investor track to even call himself a value investor anymore. Following his arguments in investing these days would lead you to believe best investing is from cutting sweet backroom deals, especially with the government and talking up positions. A normal investor can't to either. However, a large investor also has to fight moving their money without making huge waves and finding big deals to do.

    In the end, simple and accurate is better and it's best to stick with what you know (Buffet said this as well when he was a value investor. Graham and Dodd would cry to see him these days).

    That said, Daniel Bank is correct in that basic understanding of balance sheets, risk, debt, capital ratios, etc. is important to know and consider in investing. Otherwise it's not investing and more like gambling. I argue that investors should pick up and try to read through at least 1 decent investing book as well as economics book. It is amazing that there is not more discussion about business cycles on SA, in the market, with the Federal Reserve, and among investors. It's like people have forgotten economics all together and are now dependent on government and central bank bone throwing and mind readers predicting when they throw bones.

    This is the classic example of what is wrong with a socialist economy not a capitalist one, and is a strong warning call that something bad indeed is bound to happen. One big rule all investors should learn is sooner or later, but always, a economy divergent from capitalism and economic signaling will go horribly wrong. Take that as a warning as you look at your portfolio.
    Mar 12, 2015. 02:17 AM | 5 Likes Like |Link to Comment
  • Beware Chasing QE [View article]
    Sadly, the long term effects of QE on the economy and the market are terrible. It prevents economies from adjusting and gets various parties addicted and dependent on a low rate no growth interest rate setup. Lastly, it is not sustainable as the economy dependent on QE demands more and more and can not ever reverse the QE expansion without risking a downturn worse than the one they are avoiding with QE.

    Those who tout US QE as a success have yet to see the full ramification of QE besides the zombie economy. That's because to see it requires to look at the economy before and after it is reversed. As everyone knows, stopping it temporarily is not reversing it. There is no sane way to reverse it and certainly no political way. Ask Japan.
    Mar 12, 2015. 01:52 AM | 5 Likes Like |Link to Comment
  • Intel Inside Apple: MacBooks Now, iPads Later? [View article]
    The semi and tech cycle has not ended yet. I would not buy any semi until that has occurred just like it is generally best not to at the end of any semi cycle in the past. That said, Intel has its niche and has many difficulties expanding out of it. This means it will continue to pour its profit into its pursuit of those markets largely negating its success in its core business. One must look at Intel as a whole to determine its investment value.
    Mar 12, 2015. 01:39 AM | 1 Like Like |Link to Comment
  • McDonald's misses Feb. comp mark as U.S. disappoints [View news story]
    McDonalds is having a tough time with a strong dollar and sadly the hamburger market in the US is saturated with a lot of very tasty competitors. Today is not yesterday. McDonald never had tough aggressive competitors like 5 Guys, In and Out, and The Habit. They did well against White Castle, Dairy Freeze, and Burger King. They aren't doing that great against the new guys. Try out the food and you'll see why.
    Mar 9, 2015. 11:26 AM | 8 Likes Like |Link to Comment
  • Follow Buffett Out Of Exxon Mobil? Not A Chance [View article]
    Good time to buy. With the $8.9 billion settlement down to 250 million Exxon is getting a perk today. If Buffett got out to avoid the bad political vibes it shows how political this cat is getting given he doesn't mind all the billion in free giveaways he collected from the Democratic banking side of the isle (which is why he went to the last democratic soiree).
    Mar 9, 2015. 11:19 AM | 9 Likes Like |Link to Comment
  • Do High P/E Ratios Scare You? [View article]
    Sadly this is the game the Federal reserve has us in given their rate policies and QE. Investors must pick between high risk that arguably makes the returns not cover the risk or low returns that doesn't cover both the risk of higher rates as well as inflation. Ergo, the Federal reserve has turned capital on its head in their attempt to make it an outright negative as opposed to spending it somewhere somehow. This of course is a direct assault on capitalism and the wealthy investors have increasingly refused to not spend but rather invest in the market at higher and higher rates. Sadly, the Federal Reserve will eventually make this market react exactly how all artificially stimulated markets do, with a big bubble like collapse.

    It really makes you wonder if the Federal Reserve is even a believer in capitalism. And it makes you understand why the US central bank was abolished 2x in the US before for playing politics, ruining the economy, and trying to seize undue power.
    Mar 7, 2015. 11:34 PM | 3 Likes Like |Link to Comment
  • IBM: Buffett Inexplicably Doubles Down [View article]
    Yawn, given Buffet has never played the tech sector and actually gave many pronunciations that he would not given he doesn't invest in what he doesn't understand it makes sense that he's fallible. Likewise, he would not claim contrary to this fact. Your claim that he is bulletproof and right just because of his past performance is a very weak argument to attack someone on. Some would claim it's a standard logical fallacy.
    Mar 7, 2015. 11:27 PM | 1 Like Like |Link to Comment
  • Will The Great Jobs Report Trigger Earlier Fed Actions To Raise Their Rates [View instapost]
    The simple fact is any Fed a long time ago would have raised rates back towards normalcy. Rather than the typical reason people talk about inflation, the real and good reason to do this is to prepare the central bank the leeway to be able to lower rates to fight a new downturn from the standard economic cycles.

    Sadly we still are operating under the Bernanke Federal Reserve theory that there will never be another downturn and the Federal Reserve should keep rates easy to enrich themselves and banks while pleasing the politicians as long as they can. This is not good economics, its good politics to gain wealth and power which is more their game these days.
    Mar 7, 2015. 11:23 PM | 2 Likes Like |Link to Comment
  • Twitter Will Win, Period! [View article]
    Even so, it hardly can be reasoned that Twitter is being underestimated, overlooked, or undervalued. It is true Twitter is undergoing fast growth, it would be horrific if it wasn't. In reality, Twitter problem, if anything is too high of expectations not the reverse.
    Mar 7, 2015. 11:11 PM | 4 Likes Like |Link to Comment
  • GE's LEAP Engines Are Remarkable [View article]
    Very cool technology from GE. I'm not sure how much this will hold up the rest of their company assailed by the likes of Samsung and others.
    Mar 6, 2015. 09:44 PM | 1 Like Like |Link to Comment
  • Orexigen Soars: Good News Is Heart Data, Bad News Is Data May Be Compromised [View article]
    Dig Deep, you are onto something there.

    It's funny to see Subway for swapping yeast for plastic expanders in their dough yet McDonalds who still uses it get no bad press. I guess people assume you are eating toxic stuff at McDonalds already and frankly don't care.
    Mar 4, 2015. 09:50 PM | 1 Like Like |Link to Comment
  • Discover Financial Services Positioned To Profit [View article]
    Discover is fairly reasonably priced and despite naysayers, it's marketshare, although not strong is big enough to hold its own weight. We will see if it can take advantage of emerging payment systems to boost growth and marketshare. I'm certainly for underdogs in this absurdly high rate credit card market. You would think we were still in the 1980s with the rates on cards. Of course, the fact Americans have been using them for every sort of debt to offset their lack of income growth does raise the risks for card makers. Even so, rates remain absurd as does the fact that so many continue to owe so much on credit cards even with such high rates.
    Mar 4, 2015. 09:47 PM | 2 Likes Like |Link to Comment
  • ADP: U.S. February Payrolls Continue To Grow, But At Slower Rate [View article]
    Sadly it just fits into the regular unhealthy, zombie-like so so numbers we have been seeing year after year as the powers that be chime about how a strong US recovery is just around the corner. Even if that was true, rate normalization would have to be put into effect stunning the sudden splurge of growth which in and of itself prevents strong growth. QE, zirp, mandatorily means no strong growth. That's why it's called by many zombie economics. Japan is the best example of it.
    Mar 4, 2015. 09:38 PM | 1 Like Like |Link to Comment
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