Freeport-McMoRan And Southern Copper: Which Is The Best Bet For 2013? [View article]
misleading))). Not exactly.
If the stock is undervalued, it does not mean that it is worthy to be a buy. SCCO is indeed less attractive in its stock valuation (when compared to FCX), however Southern outperforms FCX on multiple fronts.
I would like you to focus your attention on my suggestions in the article, which were missed by you, perhaps.
To find out why SCCO is considered a better investment, you should to reared my analyses starting with the following paragraph:
"From initial impressions, SCCO is faring much better than FCX. The company is managing to outperform FCX on multiple fronts; its ROE is double that of FCX. Return on equity allows investors to analyze the relative success of management in generating a profit for direct shareholders........
General Electric: Is There A Light At The End Of The Tunnel? [View article]
The article --General Electric Vs. Siemens: Which Is A Winning Bet For 2013? -- has already been published http://bit.ly/VfmqY8
In the analysis, I will be taking into account only the financial and future standing of the two companies in order to derive an effect on their stock performance in 2013.
General Electric: Is There A Light At The End Of The Tunnel? [View article]
@ GE investors In the next submission on GE, I will consider the question - -General Electric Or Siemens: What Is a Winning Bet For 2013? I aim to analyze growth opportunities for these conglomerate giants in order to build investor's confidence: what bet would be fairly reasonable in the 2013 perspective.
Ford: Don't Miss This 'Great Buy' Time [View article]
@gsbaird
Dear Stephen! You say: "He failed to look into at important aspect of long term debt - the amounts of debt maturing in future years and the spacing of the maturing debt."
In fact, discussing of the long-term debt question deserves the separate article. I have already considered this question for Ford in detail. I think it is not good to repeat the same points I discussed deeply before. You can find "important aspect of long term debt" in my recent article titled " Will Ford's Debt Make It An Attractive Auto Sector Investment?"
What Does The Short-, Medium- And Long-Term Future Hold For Research In Motion? [View article]
Dear readers, Thank you for your opinion and comments. I would like to clarify some points you should keep in mind.
@eieio and his(her) followers
As I found out from your suggestion, unfortunately you are not familiar with a concept of tramline trading, which is pretty well-known among professional traders and investment managers. The "high" and "low" stock trend lines I used in my article are the fundamentals of tramline trading in the stock market. Before disputing on the point of expediency to use the concept of tramline trading for making investment suggestions, try to find time to know in detail how it works. Otherwise, your disputes look like a play with reasonless words, with “your head in the sand.” To find a sample how well-recognized professionals use the high and low trend lines for predicting a stock behavior in the future, you can use the link below. http://bit.ly/TlsaDq http://bit.ly/URQ99i After that, the discussion might have a sense. P.S. You say “You don't need to be a chartist to have noticed that occurrence and you don't need to be a PHD to reason why” I do not need PhD for just “bla bla bla” in my article, however, I have that degree. Moreover, every respected researcher should use specific analytical tools to make up his /her mind and support his/her own suggestions. Are you ready to build your arguments in comments with their appropriate confirmation? Otherwise, it looks like just a word wind in people's ears.
@ gwynfryn and his followers
Unfortunately, sometimes it happens that people with an insufficient stock of specific knowledge in finance and investment (who call himself “I'm a novice at new fangled stuff like options, so I'm hoping to pick up some tips from more experienced traders, and news in general.”) consider well researched information and proved suggestions ‘mumbo jumbo’ words. I see clearly that such people need time to rise in their experience and get more specific knowledge in order to be ready to understand the ‘mumbo jumbo’ language well.
@ Seth Walters
I would like to encourage you to use deepen knowledge about P/E ratio. Since you are a contributor, you should to have clear understanding of all stock quotes. I do not want to waste time on explaining what was wrong with your comment. You can figure out it yourself when you read information from the link below http://bit.ly/TlsaDs P.S. Who says the price was negative? There were only your words, never mine.
@Jeb1517
If you combine two sentences you have mentioned: “Hence, if we base our decision on these lines, investors are advised to buy the stock” (NOTE: the SHORT-Term period) & “Investors can expect little gain from RIMM in the short run” You will make up your mind that my suggestion was the following: “Buy the stock for little gain in the SHORT RUN (Note: not medium- or long-term)” It is clear that for profit-hungry investors the acquisition of RIMM stock is not recommended.
@ XRTrader Read mentioned above for eieio and gwynfryn.
What Lies Ahead For American Capital Agency And The mREIT Industry? [View article]
@Moneyman CPA
Thank you for your interesting opinion!
However, you should keep in mind that there are common driving forces in the stock market as well as the same stock basics that eternally work in the industry. There are some common metrics that can/should be applied to any stock to make up our mind - Buy? Hold? Sell? The facts and analyses mentioned in the article fairly reflect stock performance and explain future prospects of the company.
Additionally, I was interested in comparing AGNC to the leaders among its industry peers. Why not? We can wonder: How far is AGNC from the leaders in the REIT industry? So, I was trying to find an answer...
Thank you for your amazing comment! The similar comments usually make me smile and wonder -- how often do people comment articles before reading the entire piece?
"As of November 18, 2012, data from Morningstar indicated..." and the statements about "Q3 results" certainly I wrote 1-2 months ago)))))
P.S. Don't worry! All data are fresh! I was focused largely on financials and reports as every researcher typically does. That was a reason why I could miss a non-financial event from recent news. However, I am thankful for keeping an eagle eye on the article. Surely, your comments are very helpful.
General Electric: What Does The Future Hold? [View article]
@SeattleGoldMiner
Hopefully, you are alone with your opinion! The SA arena is a good place that allows to know investor's feedback. Good manager always keeps his ears opened.
General Electric: What Does The Future Hold? [View article]
@joyjox007
Nice idea about SI. I would add that at a price of 100.48 Siemens is trading at a discount. According to the discounted earnings plus equity model, its fair value range spans between $101 and $151. SI stock currently has at least 4% upside potential to reach its fair value. SI performance is almost in line with the industry averages, with P/E of 14.8, P/B of 2.1, dividend yield of 2.8, ROE of 14.1 and debt/equity of 0.5. However, yield-hungry investors would definitely prefer GE ahead of SI, regardless of more attractive SI's profitability and security.
General Electric: What Does The Future Hold? [View article]
@keith0548
Thanks for your interesting comment! I agree with you! Management largely rules the company's history as well as its financials. However, how much successful (creative and effective) that driving force has been over the years the chart and numbers above indicate. So, investors can find out what they can expect from the current management team in the coming future.
P.S. Tell me what you have done in the past and I will tell you what does your future hold. (proverb)
Why Ford Stock Should Rally Very Soon [View article]
Thank you for your interesting comments and opinions!
I am working on the next Ford article to answer all your questions and consider most of sensible opinions above in detail. Keep an eye on the next Ford piece.
Why Ford Stock Should Rally Very Soon [View article]
We actually used CFO as a measure to arrive at a debt level, that Ford can comfortably service, and made an assertion that the company will try and reduce the debt on current balance sheet to present level.
Your point is valid that Ford Automotive and Ford Credit should warrant separate analysis. Nevertheless, we expect Ford to do some debt restructuring in the near future and expect that be a catalyst for a rally in stock prices.
Freeport-McMoRan And Southern Copper: Which Is The Best Bet For 2013? [View article]
If the stock is undervalued, it does not mean that it is worthy to be a buy. SCCO is indeed less attractive in its stock valuation (when compared to FCX), however Southern outperforms FCX on multiple fronts.
I would like you to focus your attention on my suggestions in the article, which were missed by you, perhaps.
To find out why SCCO is considered a better investment, you should to reared my analyses starting with the following paragraph:
"From initial impressions, SCCO is faring much better than FCX. The company is managing to outperform FCX on multiple fronts; its ROE is double that of FCX. Return on equity allows investors to analyze the relative success of management in generating a profit for direct shareholders........
General Electric: Is There A Light At The End Of The Tunnel? [View article]
In the analysis, I will be taking into account only the financial and future standing of the two companies in order to derive an effect on their stock performance in 2013.
You are welcome!
General Electric: Is There A Light At The End Of The Tunnel? [View article]
In the next submission on GE, I will consider the question - -General Electric Or Siemens: What Is a Winning Bet For 2013? I aim to analyze growth opportunities for these conglomerate giants in order to build investor's confidence: what bet would be fairly reasonable in the 2013 perspective.
Ford: Don't Miss This 'Great Buy' Time [View article]
Dear Stephen! You say: "He failed to look into at important aspect of long term debt - the amounts of debt maturing in future years and the spacing of the maturing debt."
In fact, discussing of the long-term debt question deserves the separate article. I have already considered this question for Ford in detail. I think it is not good to repeat the same points I discussed deeply before. You can find "important aspect of long term debt" in my recent article titled " Will Ford's Debt Make It An Attractive Auto Sector Investment?"
http://bit.ly/Spyub2
P.S. It would be sensible to pay first attention to the author's recent submissions before guessing about any omissions.
Thanks!
General Electric: Is There A Light At The End Of The Tunnel? [View article]
Original statement: Since taking over, the company's stock has plummeted over 60%
Your suggestion:
GE has lost over 65% of its value...not 60%.
I think our suggestions are in line with each other. The same meaning. Right?
Thank you for your interesting comment!
What Does The Short-, Medium- And Long-Term Future Hold For Research In Motion? [View article]
Thank you for your opinion and comments.
I would like to clarify some points you should keep in mind.
@eieio and his(her) followers
As I found out from your suggestion, unfortunately you are not familiar with a concept of tramline trading, which is pretty well-known among professional traders and investment managers. The "high" and "low" stock trend lines I used in my article are the fundamentals of tramline trading in the stock market.
Before disputing on the point of expediency to use the concept of tramline trading for making investment suggestions, try to find time to know in detail how it works. Otherwise, your disputes look like a play with reasonless words, with “your head in the sand.”
To find a sample how well-recognized professionals use the high and low trend lines for predicting a stock behavior in the future, you can use the link below.
http://bit.ly/TlsaDq
http://bit.ly/URQ99i
After that, the discussion might have a sense.
P.S. You say “You don't need to be a chartist to have noticed that occurrence and you don't need to be a PHD to reason why”
I do not need PhD for just “bla bla bla” in my article, however, I have that degree. Moreover, every respected researcher should use specific analytical tools to make up his /her mind and support his/her own suggestions. Are you ready to build your arguments in comments with their appropriate confirmation? Otherwise, it looks like just a word wind in people's ears.
@ gwynfryn and his followers
Unfortunately, sometimes it happens that people with an insufficient stock of specific knowledge in finance and investment (who call himself “I'm a novice at new fangled stuff like options, so I'm hoping to pick up some tips from more experienced traders, and news in general.”) consider well researched information and proved suggestions ‘mumbo jumbo’ words. I see clearly that such people need time to rise in their experience and get more specific knowledge in order to be ready to understand the ‘mumbo jumbo’ language well.
@ Seth Walters
I would like to encourage you to use deepen knowledge about P/E ratio. Since you are a contributor, you should to have clear understanding of all stock quotes. I do not want to waste time on explaining what was wrong with your comment. You can figure out it yourself when you read information from the link below
http://bit.ly/TlsaDs
P.S. Who says the price was negative? There were only your words, never mine.
@Jeb1517
If you combine two sentences you have mentioned:
“Hence, if we base our decision on these lines, investors are advised to buy the stock” (NOTE: the SHORT-Term period)
&
“Investors can expect little gain from RIMM in the short run”
You will make up your mind that my suggestion was the following: “Buy the stock for little gain in the SHORT RUN (Note: not medium- or long-term)”
It is clear that for profit-hungry investors the acquisition of RIMM stock is not recommended.
@ XRTrader
Read mentioned above for eieio and gwynfryn.
Thanks!
Why Ford Stock Should Rally Very Soon [View article]
I have prepared new article focused on debts of Ford to meet your interest on Ford's debt situation.
If you have an interest, Welcome!
http://seekingalpha.co...
What Lies Ahead For American Capital Agency And The mREIT Industry? [View article]
Thank you for your interesting opinion!
However, you should keep in mind that there are common driving forces in the stock market as well as the same stock basics that eternally work in the industry. There are some common metrics that can/should be applied to any stock to make up our mind - Buy? Hold? Sell? The facts and analyses mentioned in the article fairly reflect stock performance and explain future prospects of the company.
Additionally, I was interested in comparing AGNC to the leaders among its industry peers. Why not? We can wonder: How far is AGNC from the leaders in the REIT industry? So, I was trying to find an answer...
The list of industry peers was used from Morningstar
http://bit.ly/T23e04
P.S. As you found out, we do not compare animals with fruits in the article above.
Thank you!
Nokia: What Does The Future Hold? [View article]
Thank you for your amazing comment! The similar comments usually make me smile and wonder -- how often do people comment articles before reading the entire piece?
"As of November 18, 2012, data from Morningstar indicated..." and the statements about "Q3 results" certainly I wrote 1-2 months ago)))))
P.S. Don't worry! All data are fresh! I was focused largely on financials and reports as every researcher typically does. That was a reason why I could miss a non-financial event from recent news. However, I am thankful for keeping an eagle eye on the article. Surely, your comments are very helpful.
Nokia: What Does The Future Hold? [View article]
General Electric: What Does The Future Hold? [View article]
Hopefully, you are alone with your opinion! The SA arena is a good place that allows to know investor's feedback. Good manager always keeps his ears opened.
General Electric: What Does The Future Hold? [View article]
Nice idea about SI. I would add that at a price of 100.48 Siemens is trading at a discount. According to the discounted earnings plus equity model, its fair value range spans between $101 and $151. SI stock currently has at least 4% upside potential to reach its fair value.
SI performance is almost in line with the industry averages, with P/E of 14.8, P/B of 2.1, dividend yield of 2.8, ROE of 14.1 and debt/equity of 0.5. However, yield-hungry investors would definitely prefer GE ahead of SI, regardless of more attractive SI's profitability and security.
General Electric: What Does The Future Hold? [View article]
Thanks for your interesting comment! I agree with you! Management largely rules the company's history as well as its financials. However, how much successful (creative and effective) that driving force has been over the years the chart and numbers above indicate. So, investors can find out what they can expect from the current management team in the coming future.
P.S. Tell me what you have done in the past and I will tell you what does your future hold. (proverb)
Why Ford Stock Should Rally Very Soon [View article]
I am working on the next Ford article to answer all your questions and consider most of sensible opinions above in detail. Keep an eye on the next Ford piece.
Why Ford Stock Should Rally Very Soon [View article]
Your point is valid that Ford Automotive and Ford Credit should warrant separate analysis. Nevertheless, we expect Ford to do some debt restructuring in the near future and expect that be a catalyst for a rally in stock prices.