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Latest comments  |  Highest rated
  • Foxconn's Revenue Slows: Trouble Ahead for Apple? [View article]
    1 year growing growth tracking with Apple doesn't make a trend. Let's see 2008-2009 at least please. I think his thesis falls apart then. Likewise as people mention, Hon Hai is into tons of stuff, mainly computers. And Apple uses more than just Hon Hai. There is no technical match us like he is implying. A drop in Hon Hai demand does not imply Apple is losing business.
    Mar 16, 2011. 10:24 PM | 1 Like Like |Link to Comment
  • Disrupting the Banking System [View article]
    Felix: I think one of the next most disruptive thing in banking is NFC and NFC payments. Credit cards, debit cards, gift cards, discount membership cards, UPC bar code scanners, etc should be a thing of the past with its advent. Certainly NFC to NFC individual payments would be great as well.

    Technology has lot of promise in transforming the banking sector. As for banks, they will survive thanks to the giant spreads they get taking advantage of the Fed discount window.
    Mar 16, 2011. 05:12 PM | 1 Like Like |Link to Comment
  • Japan Default Risk [View article]
    I think Canada's default risk is well below the US. In fact, there may not be a market for it given the lack of need to worry about default.
    Mar 16, 2011. 04:53 PM | 1 Like Like |Link to Comment
  • Can We Expect More Upside Surprises? [View article]
    Although estimates have risen for 2011, I think they are still set for companies to break. As for the market itself, the only surprises have been downside ones. All the market needs is these to clear up to make the market jump.
    Mar 15, 2011. 11:46 AM | 1 Like Like |Link to Comment
  • 'Safe Assets' Trend Back to Positive: Has Risk Aversion Begun? [View article]
    Strangely, if you have a lot of money sitting on the sidelines ore can do a yen to dollar trade and invest it then I feel that this pullback will prove to be a great buying opportunity into an already strong 2011 earnings market. That is the main reason for the commodities boom and partially for oil's rise (in effect it is playing catch up on other commodity prices). I don't know about the prospects of 2012 though. And trust me I'm far from a perma-bull. I was bearish well before this last recession.
    Mar 14, 2011. 09:53 PM | 1 Like Like |Link to Comment
  • The Apple of Warren Buffett's Eye? [View article]
    Apple is a tech company. Without leadership and new products the Apple of today will sink back down into the fray or competitors. The reason Apple is so successful and significant is that it continues to innovate. I hope it will never be a big fat monopoly that can sit on its laurels like Microsoft. And even then, Microsoft with all its monopoly power is getting ripped to shreds these days.

    So I don't believe Buffet will buy it and as longs as Jobs is there Apple will not sell. Without Jobs Buffet certainly would be hesitant to buy Apple considering what it looked like before Jobs. Tech remains a dangerous business, for the big and small alike.
    Mar 14, 2011. 02:12 PM | 1 Like Like |Link to Comment
  • What the Coming Global Tightening of Money Supply Might Mean [View article]
    Yes, this could last into 2012, at which time there will probably be a push to offset it by other means. Even so, rates should creep up, especially for home loans as the continuing losses of Fannie Mae and Freddie Mac snowball.
    Mar 12, 2011. 02:35 PM | 1 Like Like |Link to Comment
  • Time to Buy U.S. Treasury Bonds Again? [View article]
    A blip does not make a trend. US medium and long term bonholders are in for a lot of pain.

    That means the Federal Reserve is eating a lot of losses but they don't care. After all, they'll lose money helping the government spend money so that the government can borrow more money to spend more money to pay the Federal Reserve for buying more bonds to help them spend more money which the federal reserve will then use to buy more bonds again. Get the gist? That's why buying long term US treasuries is so bad.
    Mar 11, 2011. 11:45 PM | 1 Like Like |Link to Comment
  • Bond King Dumps Bonds: Income Investors, Watch for Trouble Ahead [View article]
    I agree with your analysis but would probably urge you to get in commodity and more aggressive growth related stocks to hedge inflation. Of course others have been thinking the same as companies like Silver Wheaton and NXP have skyrocketed. The worse inflation gets the more you want companies that can pass on the inflation via higher prices and/or growth.

    I am not sure Microsoft is one of them giving their stagnating OS leverage and the fact they have been off the ball on every major revolution in the tech sector recently. They missed the mobile revolution, got crushed in search, have little presence in cloud, and don't even appear on social media. This company is not really growth. Cisco is also sluggish recently.
    Mar 10, 2011. 01:34 AM | 1 Like Like |Link to Comment
  • Today in Commodities: Sideways Trade [View article]
    Commodities may trade sideways but a lot of the full value of high commodity prices are not in the miners and producers yet. All they need to do is hold their prices to generate incredible returns.
    Mar 9, 2011. 06:09 PM | 1 Like Like |Link to Comment
  • Chips May Be Ending Two-Year Uptrend [View article]
    The recent downturn is really a whole market downturn. If it dropped on a flat market you would have a much stronger market. The retracement so far does not deviate significantly enough from the broader market to indicate a decline. Perhaps watching the book to bill ratio for semiconductors is a better indicator. That shows semi growth racking up 11% estimated gains this year.
    Mar 9, 2011. 04:47 PM | 1 Like Like |Link to Comment
  • 10 Low P/E Stocks That Buffett Would Buy [View article]
    Nice call on SKM, indeed it is a value investor's gemstone and the shares are rallying since it will carry the iPhone in its quest to dominate the high end phone segment in Korea. The slumbering giant has awakened.

    I recommended and own SKM previously on SA.
    Mar 9, 2011. 11:52 AM | 1 Like Like |Link to Comment
  • An Actual Improvement in U.S. Employment [View article]
    We basically are setting things up for a lost generation where young people can't get a job and older people hang onto theirs until late retirement. This mirrors Japan which is now experiencing another lost decade. The simple fact is, as the service sector moves to automation there will be less and less need for cashiers, waiters, etc. I don't think I'm ready to trust my haircut to a robot yet though, lol.

    Unless kids are on the high end of the work force they may find getting a job hard for years to come. Hopefully, it will not be decades to come.
    Mar 8, 2011. 01:57 PM | 1 Like Like |Link to Comment
  • NFIB Report: Another Sign of Economic Recovery [View article]
    It is worth noting this indicator for two reasons. First is it began sliding in advance of recognition of the last recession showing that although house prices and stock prices were frothy real economic growth was slipping. Second is until small businesses benefit real recovery doesn't happen. I care a lot more about small businesses than the condition of banks, etc. when looking at fundamental health. It shows if liquidity is hitting the roots or not.

    Thanks for the article Cullen.
    Mar 8, 2011. 01:49 PM | 1 Like Like |Link to Comment
  • Intuitive Surgical: What's With the Stock Price? [View article]
    Depends on the timing. This year look for around $450. Next year $600.
    Mar 8, 2011. 11:53 AM | 1 Like Like |Link to Comment
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