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Moon Kil Woong

 
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Latest  |  Highest rated
  • Rackspace can't find a buyer; -16.5% after-hours [View news story]
    Rax is a good company and has moved at becoming more than a warehouse full of electronics as most of the field is. Unfortunately, its valuation is still way too high and expectations for the field is completely absurd. The people investing should look at the companies they invest in. Raxspace is a brick and mortar warehouse of data. It's where the cloud hits the solid earth of circuits and cables.
    Sep 17, 2014. 01:22 AM | 1 Like Like |Link to Comment
  • The Fed Won't Change Its Language? REALLY!? [View article]
    A Fed that is always bullish is about as relevant as a car stuck on accelerate. Not only will it be impossible to speed up when necessary, inevitably it will slow down due to either a crash or running out of gas. The Fed will always be relevant at causing much more terrible ups and downturns than if it had not been there.

    Sure they can manipulate the market up for a while, but this comes at the cost of worse downturns in the future. The longer they do it the worse the free market gets off kilter. They should pass an economics test before they start ruining capitalism.
    Sep 17, 2014. 01:18 AM | 2 Likes Like |Link to Comment
  • Fracking study blames poor well construction for tainted water [View news story]
    This study will set a clear method for lawsuits and future studies of bad practices. Although its negative in the short run, it is positive in the long run if the fracking industry can create sound methodologies that can be proven not to be the source of the contamination.
    Sep 17, 2014. 01:10 AM | 4 Likes Like |Link to Comment
  • Layne Christensen: Why We Think The Bottom Is In With Strong Risk-Reward Going Forward [View article]
    Agreed, there are good arguments however, unfortunately, the assumption suggests the market will pick up or stay the same which is not believable in this extended run. There are compelling arguments it will survive the next market downturn which is positive given the skeptics in this stock.
    Sep 17, 2014. 01:08 AM | Likes Like |Link to Comment
  • Can Real Estate Stocks Cope With Rising Rates? [View article]
    Silly, real estate prices fall with rising rates and defaults also happen as rates rise. If they fall too much rental prices also fall. There is little that is not affected by rate hikes in real estate. That's why real estate is still in a false bubble thanks to Fannie Mae, Freddie Mac, and the Federal Reserve. We will see how much longer they can keep it up.
    Sep 16, 2014. 01:59 AM | 1 Like Like |Link to Comment
  • Why U.S. Equities Are Hitting All-Time Highs [View article]
    It is not so much that the US is strong as much as the rest of the world save China is weak. Even so, the US is also under pressure as the demand for US Treasuries overseas can not match the rate in which US debt continues to accrue. Sadly, US public debt is once again rising as well even though sentiment is far from stellar.

    That probably means that the US consumer is to the point they must run up credit card debt for day to day items which is a signal of impending disaster.
    Sep 13, 2014. 08:52 PM | 4 Likes Like |Link to Comment
  • Reuters/UofM Consumer Sentiment [View news story]
    The drop in gas prices are a positive diving sentiment positive. We will see if it will be allowed to continue to drop.
    Sep 13, 2014. 01:15 AM | Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    LOL Apple doesn't even have enough supply for the US and isn't even launching in Asia yet. Likewise Samsung is fighting other handset makers in the mid-range and losing share due to price. Apple is not the one munching share off Samsung.
    Sep 13, 2014. 12:19 AM | 2 Likes Like |Link to Comment
  • Bank Of America: Buy Before Everyone Else Does [View article]
    BofA looks good until management's next dufus act, until they get sued again for some other improper act, or until the California housing market collapses (which it regularly does). Those who don't believe BofA can go bankrupt again are naïve. It has done so 2x before and got bailed out by the government and can do so again. The government may bail them out when it occurs but that won't happen until after shareholders take a bath. The bailout is to save the execs and creditors which includes the Federal Reserve, not the share holders.

    I'm still waiting on BofA to stop relying on the accounting game of keeping property on their books at the price they bought rather than the market price to avoid booking loss. If they can't clear these before the market turns down again they probably never will. As for new home loans, the good news is they are dumping most all of them all on taxpayers through Fannie and Freddie. Although government scapegoating is great while it happens it often leads to terrible problems when it ends.
    Sep 11, 2014. 12:38 PM | 5 Likes Like |Link to Comment
  • Mc Donald's In Russia: Assessing The Damage [View article]
    McDonald's main issue is the US. Management is more interested in padding its margins and screwing franchisees than keeping the restaurant attractive or growing business in the US. Rather than being a model for franchising it is becoming the poster child for what not to do.

    After a slew of terrible publicized bad events in the US and management's constantly harping on the real estate business, clearly management has lost control. Which brings me to another issue. Yes McDonalds has great locations. However, that is thanks to paying off/lobbying local politicians with getting McDonalds situated in places fast food is usually restricted from building, like next to elementary schools. If such store is shuttered, then it is not a simple walk to the park for another fast food chain to move in since they are restricted from operating in such locations. McDonalds can't play it both ways. They often have the best locations thanks to political sleazeballing (especially in California). They can't argue that their property is hot because they got a zoning waiver and others can just move in if they fail. The reasons others aren't there in the first place is junk food places are not allowed by schools in many places by law.

    Yawn, McDonalds treats the public as clowns and still tries to fatten our kids on junk food. I'm thankful they are losing their clout and their reputation continues to wane.
    Sep 11, 2014. 12:28 PM | 1 Like Like |Link to Comment
  • We Need An iPhone 6 Teardown! [View article]
    Agreed Micron is capped out anyways, it's not like Apple will add instant sales. Likewise, the metric with a new sleep screen mode is really not apples to apples. I certainly hope they improved the battery because I'd take a phone with longer life than one with a bigger screen since it's a use utilitarian issue (a dead phone is pretty useless).

    Anyways, as said, this phone so far is a yawner besides Apple matching competitors with a bigger screen. Let's hope they at least got the mechanics on par with competitors. There will be lots of old user upgrades but that's about it, especially at their price points. It does nothing to expand the user base or addresses their declining long term marketshare issues. For that they must address the mid market which they already failed at with a cheap plastic case model.
    Sep 11, 2014. 12:07 PM | 2 Likes Like |Link to Comment
  • Jobless Claims +11K to 315K [View news story]
    LOL, the US has so much oversupply in oil that its oil companies are trying to export to keep the price from being reflected to consumers (as it should be). The keystone will have to wait until Obama is out of office. Even so, construction jobs are not the long term answer. The answer is less government, less taxation, and letting people depend upon real economic forces not artificial ones.

    QE is an eternal repressive force on strong growth as is ridiculous zirp rates. Any substantial growth and they will be revoked forcing the economy down as artificially as they are stimulated. Thus no one will ever bet on strong growth until the Fed stops messing with the economy.
    Sep 11, 2014. 11:58 AM | 2 Likes Like |Link to Comment
  • OPEC sees slower demand for its oil thanks to U.S. shale surge [View news story]
    Agreed China is the largest importer and they are about to get tons of low cost oil from Russia who just alienated their entire supply chain. As for the US exporting oil, it's not to bring prices down, it's to prevent prices from sliding in the US which has a glut of oil and oil companies with guaranteed buy contracts from the Middle East.

    If it wasn't for US oil companies games gas in the US would be 50 cents cheaper or more per gallon. Oppose US oil sales outside the US.
    Sep 10, 2014. 09:56 PM | 2 Likes Like |Link to Comment
  • MBA Mortgage Applications [View news story]
    Summer is over and housing falls. The issue is how this stacks up against seasonality.
    Sep 10, 2014. 12:18 PM | 1 Like Like |Link to Comment
  • Apple Hasn't Solved The Smart Watch Dilemma [View article]
    That's because of, not the hardware but the applications. Until a watch maker can make a killer application that sticks then there is not much to talk about. I'd prefer to wear a workout watch, but really, watches are more for looks that usability these days. Cell phones have made them into more jewelry than a utilitarian need. This is going a bit backwards unless a real application a tablet or cell phone can't deliver is implemented into it.
    Sep 10, 2014. 12:17 PM | 1 Like Like |Link to Comment
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