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Skeptical12  

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  • Why The Bulls Case Remains Weak [View article]
    aa Markets move on news, manipulation make work short-term but long-term corporate earnings, which likley peaked last year, move markets
    Aug 27, 2015. 04:47 PM | Likes Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aaaaSell-off today should continue unless bullish news comes out - the bull case doesn't seem strong
    Aug 24, 2015. 05:49 PM | Likes Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aa China moves hte market interest rate sdo not - the market has risen nad fallen signifncalty with interst rates remaining slow - the market has not been able to rise with growth rate sfalling - selloff commodities
    Aug 23, 2015. 01:22 PM | Likes Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aa People should realized that what investors are willing to pay for stocks is not direclty a result of fed policy - if growth rates are low and inflation is minimal - people will not pay up for stocks - inflation is the key - and China pusehd prices up no the fed - which is why assets are crashi
    Aug 23, 2015. 12:01 PM | Likes Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aa The PE data shows what people are willing to pay for an asset over an extended recent period - if that data is no longer applicable its up to the challenge showw
    Aug 23, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aa If stocks are valued based on relatie returns - they should be going down - look at the money that went into the treasury market this week - treasury yield have dropped hard recently - Asset classes not valued on the risk and reward of that class will eventually overvaled or uondvaued
    Aug 23, 2015. 11:57 AM | Likes Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aa Companies are valued based on earnings - the prospect of what future earnings will be is based on how strong a company, an industry, or the overal economy is.
    Aug 23, 2015. 11:55 AM | 1 Like Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aa The data in China - flash PMI - only recently has caused a crash that has spilled over to the US - the facts are causing the sel-of
    Aug 23, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • Why The Market Decline Is A Re-Evaluation Not A Buying Opportunity [View article]
    aaYy Stocks are valued based on earnings - this was true a hundred years ago and it remains true now - the P/E range that stocks traded at during recent bull markets show what investors were are willing to pay for growth in an inflationary period. The fact that P/Es are currently higher than what they were when at in recent periods when the U.S. and global economy were much stronger suggests investment expectations are moderately to significantly unrealistic if the growth picture further deterioratess
    Aug 23, 2015. 06:05 AM | 11 Likes Like |Link to Comment
  • Cliffs Natural Resources: What The End Game Looks Like [View article]
    aa- it is always easier to evaluate a company you don't have a stakee in
    Aug 18, 2015. 12:29 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources: What The End Game Looks Like [View article]
    aa If you read the article I don't think secured lien holders are in trouble in the near-term, I think the preferred stock and some unsecured bond holders may face issues - but the issues is the forecast for the iron ore markettt
    Aug 17, 2015. 10:11 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: What The End Game Looks Like [View article]
    aa The company's balance sheet is fairly easy to read - the real debate is China and the future of the iron ore industry - even if you are bullish on the iron ore industry long-term the better play is the cash rich larger companies who can buy companies/sasstss
    Aug 17, 2015. 05:44 PM | 1 Like Like |Link to Comment
  • Cliffs Natural Resources: What The End Game Looks Like [View article]
    I don't think asset sales are positive - if the company could raise capital at appealing rates assets wouldn't be sold at depressed levels. I think the bigger comapnies cuh vale are going to come in and purchase the assets of the small companies as discount
    Aug 17, 2015. 03:19 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: What The End Game Looks Like [View article]
    aaaa A couple of points - Cliffs has had some spositive news - bond refinancing which is a better alternative to the status quo - still the core point here is that cliffs current borrowing rate is unsustainable if the market does not recover, and if the market deteriorates even more the borrowing cost will go u
    Aug 17, 2015. 11:34 AM | 1 Like Like |Link to Comment
  • Cliffs Natural Resources: What The End Game Looks Like [View article]
    aa CLiffs pellet market in north america is tied to the price curve of iron ore which is effected by China - the North American steel market is also weak in part because of China's cheap steel imports. US Steel was a 240 dollars stock 10 years ago trading at 19 now - the steel markets can stay weak for decades - look at the closing of plants in Ohio, Indiana, throughout midwestt
    Aug 17, 2015. 03:54 AM | 1 Like Like |Link to Comment
COMMENTS STATS
63 Comments
35 Likes