Seeking Alpha

Sam Subramanian

 
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  • When Is The Right Time To Buy China ETFs? [View article]
    Yes, Varan. Appreciate you keenly following http://bit.ly/skk64K. The 2011 performance for the different AlphaProfit ETF and fund model portfolios be updated on the website in early 2012.
    Nov 24 01:43 PM | Likes Like |Link to Comment
  • Chemical Stocks Primed to Ramp Higher [View article]
    Outlook looks good, deanfast.
    Feb 28 09:13 PM | Likes Like |Link to Comment
  • Bill Miller's 15 Largest Long-Term Stock Picks [View article]
    It appears to me that the tilt towrads large cap tech is part of Sam Peter's strategy. Peters used to manage many of the technology oriented funds at Fidelity. At some point, Peters is likely to head Legg Mason Value Trust.
    Feb 22 08:51 AM | Likes Like |Link to Comment
  • Top Stock Picks in Three Out of Favor Groups [View article]
    My larger position is in a mutual fund that has quite a bit of natural gas stocks. GAZ helps in reducing risk at a portfolio level. Nat gas is currently in contango which makes UNG and GAZ less attractive but if gas were to go into backwardation, UNG and GAZ may not be bad investments to hold.
    Dec 3 08:47 PM | Likes Like |Link to Comment
  • Top Stock Picks in Three Out of Favor Groups [View article]
    DV is a good one too.
    Dec 3 08:43 PM | Likes Like |Link to Comment
  • Overt and Covert Ways to Profit From the BP Oil Spill [View article]
    That was a Q2 EPS story (and Q1 and Q4 2009).

    Q3 is different. Our subscribers have done quite well with the air transport investments recommended at the start of Q3.
    Nov 5 07:24 PM | Likes Like |Link to Comment
  • The 'Rubber Band Rule' Proves Pretty Effective [View article]
    Excellent post. Couldn't agree more.
    Oct 14 05:36 PM | 4 Likes Like |Link to Comment
  • Will Google Regain Its Glory or Stumble? [View article]
    Good points Tom B. As for acquiring Facebook, the price would obviously have to make sense.
    Apr 8 08:50 PM | Likes Like |Link to Comment
  • Are Discount Broker Shares Worth Owning? Depends Which One [View article]
    Agree. E*Trade has a pretty good trading platform. ETFC is a case of a good company that lost its way trying to grow. Going into mortgages has cost the company big time.
    Nov 8 12:55 PM | Likes Like |Link to Comment
  • Four Sound Smallcap Fund Investments [View article]
    Appreciate the kind comment.
    Best,
    Sam


    On Aug 20 06:41 PM Wolf.Timber wrote:

    > Interesting post, thank you
    Aug 21 12:12 PM | Likes Like |Link to Comment
  • Beware of Booby Traps in Emerging Markets [View article]
    The point you raise Paul is a good one. True, both CEE and RNE are 'diversified' beyond the borders of Czech, Hungary, and Poland. I still feel they are reasonably exposed to these three countries. I couched it with the phrase 'meaningful exposure to Eastern Europe'. I can be swayed to use a more 'dilutive' phrase.
    Best,
    Sam


    On Aug 13 01:03 AM Paul Harper wrote:

    > Always nice to see people breaking out & talking about Emerging
    > Markets, especially Europe.
    > However, your guage of Central Europe is a little off. CEE includes
    > Turkey to your "short" list of Poland Hungary & Czech Republic.
    >
    > RNE has an even more extensive exposure : www.morganstanley.com/...
    >
    > although for some weird reasoning it has holdings in Austria &
    > the Netherlands. Whats more discouraging for any investor looking
    > at this fund is the very heavy weighting into CIS (Russia fr the
    > layman)
    > As an investment professional, don't you feel you should be a little
    > more transparent on these sorts of issues ?
    Aug 13 06:05 PM | Likes Like |Link to Comment
  • Too Late to Board the Biotech Bandwagon? [View article]
    Thanks for your comments, Shailesh. Given its size and Fanapt approval, VNDA is an interesting speculation.

    FPHAX has recently loaded up on VNDA. In our experience of following Fidelity funds, we find some Fidelity managers tend to get heavy on potential takeover targets.

    As stated in the press, the list of VNDA's potential suitors appears long.


    On Jul 28 05:10 PM maverick21 wrote:

    > Sam,
    >
    > Kudos on a rather well written article. The obvious charm of biotech
    > lies in potential riches arising from buyouts a la BMY/MEDX. As things
    > stand, are you aware of the possibility of any buyouts in the offing?
    > VNDA perhaps.......
    >
    > Thx
    > Shailesh
    Jul 29 11:42 AM | Likes Like |Link to Comment
  • Too Late to Board the Biotech Bandwagon? [View article]
    Thanks for your kind comment, PhillyDan.



    On Jul 28 04:00 PM PhillyDan wrote:

    > Well written article with good recommendations for investors. I believe
    > that the Biotech sector is poised for explosive growth and like "alternative
    > energy" promises to be one of the driving forces in the future economic
    > growth of the United States.
    Jul 29 11:24 AM | Likes Like |Link to Comment
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