Seeking Alpha
View as an RSS Feed

Moon Kil Woong  

View Moon Kil Woong's Comments BY TICKER:
AA, AAON, AAPL, ABAT, ABIO, ABT, ABX, ACF, ACN, ADBE, ADP, ADRU, ADT, AEGR, AFL, AGG, AGNC, AGOL, AGQ, AIG, AIQUF, AIQUY, AKAM, ALLRF, ALTR, AMAT, AMBC, AMD, AMGN, AMKR, AMSC, AMTD, AMZN, ANF, ANFI, ANGI, ANTM, AONEQ, APU, ARCO, ARGT, ARNA, ARTH, ASASF, ASML, ASTM, ATHN, ATK, ATML, ATSG, ATVI, ATW, AUMN, AUY, AVEO, AVL, AVNW, AVP, AWAY, AXPW, AXTI, BA, BAB, BABA, BAC, BARL, BATS, BAX, BBBB, BBOX, BBRY, BBY, BCRX, BCS, BH, BHP, BIDU, BK, BKUNA, BLK, BLND, BMY, BND, BODY, BP, BRCD, BRCM, BRK.A, BRK.B, BX, C, CAB, CAF, CAG, CALM, CANN, CAR, 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, COIN, CONN, COP, COPX, CORN, CORS, COST, CPB, CPRT, CQB, CRAY, CRDS, CRM, CROX, CRUS, CRZO, CSCO, CSIQ, CTAS, CTIX, CTL, CTXS, CVLT, CVM, CVX, CWCO, CXW, CYB, CYCC, CYNK, 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, DSS, DTLK, DVN, DWA, DXD, DXJ, DXLG, DZZ, E, EA, EADSY, 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, FCAU, FCEL, FCX, FDN, FDO, FDX, FFIV, FFNT, FMCC, FNMA, FPI, FPX, FRFHF, FSLR, FULL, 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, GSK, GTATQ, 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, KMP, KNPRF, KO, KODK, KORS, LAYN, 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, MNK, MNKD, MNST, MOGLF, MON, MORL, MOS, MOV, MRO, MRVL, MS, MSFT, MSLP, MT, MTGE, MTL, MU, MUB, MUSA, MZG, NAMG, NBG, NBR, NBS, NEM, NEON, 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, OUBS, 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, QLGC, QQQ, QUAL, RAD, RAIL, RAX, RBS, REE, REGI, REGN, REMX, RENN, REZ, RGR, RHHBY, RIO, RIOM, RL, RMBS, RNF, RPTP, RSH, RST, RSX, RT, RTH, RTN, RWO, S, SAND, SAP, SAY, SBMRY, SBUX, SCHW, SCRT, SCTY, SDRL, SDS, SE, SEA, SEAC, SGI, SGLRF, SGOL, SGSVF, SH, SHLD, SHLO, SIEGY, SINA, SJM, SJW, SKUL, SKX, SKYY, SLM, SLV, SLW, SMA, SMH, SNDK, SNE, SOCL, SODA, SPA, SPDL, SPF, SPLK, SPLS, SPPI, SPXS, SPXU, SPY, SQNM, SSNLF, SSTK, SSYS, STLEF, STMP, STP, STX, STXS, SU, SUNE, SUSQ, SVVC, SWC, SWHC, SWK, SWY, SYK, SYMC, SYX, SYY, SZYM, T, TAOIF, TAP, TBF, TBT, TDC, TEVA, TGT, TIF, TIP, TJX, TLB, TLO, TLT, TM, TNH, TOL, TOT, TOYS, TPCS, TREE, TRLG, TRW, TSCDF, TSCO, TSLA, TSM, TSRA, TST, TUMI, TWC, TWTR, TWX, TXN, TZA, UAE, UAN, UBG, UDN, UDOW, 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, WATT, WBSN, WDC, WFC, WFM, WHR, WIT, 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, ZLTQ, ZNGA, ZQK, ZROZ, ZSTN
Latest comments  |  Highest rated
  • Why Apple / Facebook Makes Sense [View article]
    I agree that Yahoo may be in play later as Google, Facebook, and Microsoft face off with one another the same way Groupon was. Groupon in my book is stupid not to do a deal. Their concept is easily duplicatable and Google mainly only wanted their client list.

    As for Apple, I agree with commenters that Apple's model is different save that they do make some ad money and have a user base. Their model is a hardware/subscription model not a user base/advertising/software model like the others.

    Likewise, commenters are right that none of these companies can stomach getting absorbed by one another. So we can just forget about mergers among them until they are forced to recon with a mature market where growth is slow and PEs are under 30x.
    Jan 23, 2011. 04:39 PM | 1 Like Like |Link to Comment
  • Initial Jobless Claims Fall Sharply: Hope Returns [View article]
    I think it is pretty clear to everyone that continuing 2+ year unemployment is going to end soon. The drop in claims may show people are actively searching before that happens. The downside is that I don't think this has made a dent in total real unemployment, just claims. With the market down perhaps the market agrees with the irrelevance of this indicator.
    Jan 20, 2011. 01:10 PM | 1 Like Like |Link to Comment
  • Ripples of Inflation Concerns, While the Market Sputters Consistently Higher [View article]
    The stock market rise is just one more indicator of risinmg inflation. Bonds will contract and flood into commodities and equities. I don't see a correction because of inflation and the fact the Fed will do something too late. When they do is when the contraction begins.
    Jan 19, 2011. 01:21 AM | 1 Like Like |Link to Comment
  • Steve Who? [View article]
    The effect of Jobs health will be a long term one. I suspect the market will cool Apple's stock for a while after earnings euphoria blows off. Apple needs a visionary. Although Cook is a great CEO in logistics, operations, and execution he and perhaps no one can replace Jobs.

    Personally, a Jobless Apple is an Apple I wouldn't want to own. I hope he recuperates and can keep leading Apple for years to come. Unfortunate, doctors will tell you that his medical issues are not simple and can't be solved easily even with a transplant.
    Jan 18, 2011. 06:11 PM | 1 Like Like |Link to Comment
  • The Sick Man Tries to Save the Terminally Ill [View article]
    These countries need to float short term bonds like the US. When they can't even do that then come crying. By that time their own population will be paying the price for their terrible politicians like the US will later this decade.
    Jan 12, 2011. 01:30 PM | 1 Like Like |Link to Comment
  • High on Lithium: Jon Hykawy [View article]
    Thanks for the article. It's too bad advertisers spoil the comment sector. If you want to bet on traditional battery makers you may also look at XIDE.
    Jan 11, 2011. 10:56 PM | 1 Like Like |Link to Comment
  • Will the Tea Party Congress Bring Recovery? [View article]
    Agreed the Tea party is mostly filled with angst. However, at least they believe in fiscal responsibility while Republicans and Democrats alike are too connected to the Washington machine of giving out perks to keep in power and thinking only about today. It is pathetic the new Congress is passing an even bigger budget deficit than the Democrats did last year. Dream on if you think Republicans are fiscally conservative or will end the madness. Mosty of the current Republicans left their morals after their stump speech.

    What we need is a real fiscally conservative party that 1) believes in less government period 2) believes the best way to protect American's interest is low to no deficit spending so their money doesn't erode (including preventing thr Federal Reserve from QE funny money making) 3) believes in real progress and increases in the standard of living.

    Having a 2% recovery on a 3% real inflation (1% government fudge numbers) is not a real recovery and not real prosperity. People's standards of living are falling not rising. In the end what matters is people's standard of living, not silly rises in GDP spurred on my ridiculous growths in primary money supply and deficit spending. The direction we are currently going inevitably only leads to more economic wastage, denial, lying, and inefficiency.
    Jan 9, 2011. 01:57 PM | 1 Like Like |Link to Comment
  • My Best and Worst Stock Picks in 2010 [View article]
    NUAN is a great pick for 2011 as well as 2010. It will cover your losses.
    Jan 3, 2011. 05:50 PM | 1 Like Like |Link to Comment
  • Why Best Buy Is a Buy, Netflix a Sell [View article]
    You can debate Netflix's prospects. The bigger thing to focus on is Best Buy. Is buying it trying to catch a knife? It takes many quarters if not years for big box retailers to remake themselves. I think buying Best Buy is a good example of bottom feeders trying to buy a beaten down stock and getting burned. For goodness sake, wait until there is signs that it has bottomed (at least some bottoming base).

    Indeed, Big Box electronics stores may be the next Blockbuster like dinasours.
    Dec 24, 2010. 12:56 PM | 1 Like Like |Link to Comment
  • Bullish Investors May Have Gotten Ahead of Themselves [View article]
    I'm bullish. Why? All the bonmd money wants to flee. Where does it go? Well now you see gas prices spike. So commodities and stocks is the most likely and probable answer. I agree with that conclusion. Stock up on high beta well run stocks or ones linked to a rebounding commodity like gold, silver, oil, etc. and have a merry Christmas and happy new years.
    Dec 23, 2010. 12:06 AM | 1 Like Like |Link to Comment
  • U.S. Retail Sales: Up 0.8%, But Still Slightly Below Pre-Recession Highs [View article]
    Remember the dollars today are roughly 10% less than pre-recession thanks to Ben Bernanke who dumped Trillions of new money to enrich the banks and impoverish you. It will be a few more years until we put this downer economy to rest.

    The good news, businesses are slowly recovering as the government runs out of money thanks to their complete failure to manage their budgets as they use the excuse that they shouldn't to help the economy and transform workers into tax leaching bureaucrats. Really, do you want 20% of all GDP going to the government that is dependent on more and more taxes from you? Because that's what we have now.
    Dec 14, 2010. 03:18 PM | 1 Like Like |Link to Comment
  • Inflation Targeting: Next Effort on the Fed Agenda? [View article]
    I think the Fed and government have supported price level manipulation more than targeting. Food prices, healthcare, education, etc. are rising and now gas and commodities. Are we to believe that there is no inflation just because the disclosed government inflation index is flat due to gross manipulation and substitution. Open your eyes. They are not interested in the truth. They only want to manipulate the American people like little sheepies.

    Price targeting is socialist by its nature and fails. When any government or quazi-government institution implements it real price discovery stops and speculation about what the government is going to do begins. If Bernanke likes this why doesn't he move to N. Korea, the last bastion of failed socialist communism. There he can see how successful his theories are.
    Dec 14, 2010. 03:00 PM | 1 Like Like |Link to Comment
  • Exploration Techniques Hint at Possible Gold Company Successes [View article]
    The issue is others can mine gold closer the the surface at lower cost. If gold prices should collapse tyhese companies will be the first to sell at a loss to Barick gold etc. I'd stick with the big gold producers. If you want to gamble on gold just buy yourself a creek bed in Nevada and start panning lol. It's a lot cheaper than boring 1,000 ft down to see if there is any gold by a hydrothermal vent. The only ones who get rich on this are those selling equipment.
    Dec 11, 2010. 02:10 PM | 1 Like Like |Link to Comment
  • QE for the States: Will Bernanke Take on the GOP? [View article]
    The Fed owning the whole money supply is kinda chilling. No one seems to care though even though every phony dollar they make and lend to banks and the government makes you poorer. Bernanke is a con artist selling snake oil.
    Dec 9, 2010. 01:08 AM | 1 Like Like |Link to Comment
  • Intuitive Surgical's Wide Moat Ensures Solid Profits Ahead [View article]
    People compare ISRG with the masses of non-invasive surgical makers. ISRG is more robotic surgery that includes the advantages of non-invasive tecniques. There is no real rival. As for free cash flow, soon ISRG's entire market cap will be justtheir cash hoard in a good 5 years.

    PE 31 is expensive.... pshawww... If you buy now you'll have a 4 bagger almost guaranteed in 5 years even if growth slows to a terrible 20% lol. They pretty much need no new tecniques, just globalization. Even so, coronary surgery using ISRG looks very promising and allows long term professional surgeons the ability to keep doing surgery for years longer. I'd take a surgeon that has been doing heart surgwery for 15 years using ISRG over a newbie doing regulary surgery for 2 any old day even if there were no other operating advantages.

    Those in the medical industry buy and hold ISRG because they know the benefits. All others are just in for the ride.
    Dec 8, 2010. 01:06 PM | 1 Like Like |Link to Comment
COMMENTS STATS
11,423 Comments
36,271 Likes