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  • Obamacare: Affordable Private Insurance Is Already Available [View article]
    Another laughable post from the main apologist for the status quo
    Nov 9, 2009. 11:41 AM | 7 Likes Like |Link to Comment
  • Citigroup's Doomed IT Strategy [View article]
    Digs - please don't confuse productivity with cost savings. Everything is 10 times harder to accomplish and takes 10 times longer now that more systems and services are integrated and rationalized. You are spot on, however, in your assessment of Citi's auditors.
    May 22, 2009. 02:32 PM | 4 Likes Like |Link to Comment
  • Sallie Mae: Subsidy Cuts Hurt, But Why So Bad? [View article]
    Default rates on student loans are high and the government guaranties make it worthwhile for private lenders to offer these loans. Given that the government limits what interest rate can be charged to borrowers, the government has effectively caught lenders in a vise - they are unable to adjust credit cost according to creditworthiness if the lender wants to participate in the FFEL program.
    Feb 26, 2009. 03:11 PM | 4 Likes Like |Link to Comment
  • Google's Big Mistake [View article]
    Can you address the potential of the AdMob acquisition for Google? Providing ads (without depending on search) on mobile devices - seems to be what you are saying is missing from Google's arsenal.
    Jun 1, 2010. 12:33 PM | 3 Likes Like |Link to Comment
  • Does the Market Deserve to Be This Oversold? [View article]
    TTM earnings are used in this analysis. I should have specified that.

    It is my understanding that EV-to-EBITDA less than 6 is considered "deep" value so the 6 to 12 range, in my opinion, can be considered "reasonable value" to fairly valued.
    May 31, 2010. 01:06 PM | 3 Likes Like |Link to Comment
  • Does the Market Deserve to Be This Oversold? [View article]
    As pointed out in the article, growth stocks by definition have high PEs. Does that mean one shouldn't have any growth stocks in their portfolio? Should all value analysis exclude growth stocks?
    May 31, 2010. 01:10 PM | 2 Likes Like |Link to Comment
  • Commodity Markets Not Crazy Enough? Just Wait, Here Come the Quants [View article]
    My fear exactly!
    Apr 8, 2010. 11:42 AM | 2 Likes Like |Link to Comment
  • Fannie/Freddie Discover Karma, Push Worst Loans Back to Banks [View article]
    I admit I'm not an expert on mortgage securitization. I was merely enjoying some righteous taxpayer indignation.

    I agree that forensic accountants are digging into these loans but they are starting their analysis by looking at the securities showing the greatest number of defaults. In my simple way, it seems like where there's smoke there's fire.

    It is all too true that banks are tightening lending standards. Keep in mind, however, stupidly lax lending standards are what got us into this mess to begin with. So the pendulum swings; eventually we'll end up in a reasonable place.
    Feb 1, 2010. 10:25 PM | 2 Likes Like |Link to Comment
  • Q2 Earnings Don't Confirm Double-Dip Projections [View article]
    The article did not focus on Q2 earnings at all, only on forward guidance. Unfortunately, the Seeking Alpha editor used the word Earnings in the title.
    Aug 25, 2010. 11:41 AM | 1 Like Like |Link to Comment
  • Q2 Earnings Don't Confirm Double-Dip Projections [View article]
    Please see the post that does just what you suggest: Is company guidance worth listening to? (
    Aug 25, 2010. 11:39 AM | 1 Like Like |Link to Comment
  • Durable Goods Report: Not Disappointing for Tech [View article]
    Point taken; however, the period you mention was during the Internet bubble so I'm not sure it particularly makes sense to compare current conditions to bubble conditions.
    May 29, 2010. 03:45 PM | 1 Like Like |Link to Comment
  • Is the Semiconductor Rally Coming to an End? [View article]
    Personally, I have been a tech bull for months, especially with respect to semiconductors. So it came as a surprise to see the article about inventory buildup. It was a jarring note, so to speak, so I thought it was worth posting about.

    I remain bullish but watchful.
    Apr 20, 2010. 05:02 PM | 1 Like Like |Link to Comment
  • Intel (INTC) Q109 EPS of 11 cents beats by 8 cents. Revenues $7.1B vs. consensus $6.98B. [PR]  [View news story]
    If you look deeper into the numbers, the picture is not so rosy. They didn't take as huge a write-down as expected on certain assets and their tax rate was 1% instead of the expected 27%. Processor sales were down significantly. Don't get me wrong, the company did well under the circumstances, but this is not short sellers manipulating the market.
    Apr 14, 2009. 04:52 PM | 1 Like Like |Link to Comment
  • Tech Bellwethers: Earnings Scorecard [View article]
    Most analysts are of the opinion that the great results from Apple and IBM were company specific, not indicative of the tech sector as a whole. I was looking to confirm this by maintaining a scorecard. As good as Google did, their rate of growth is clearly slowing and the Adsense issue is troubling.

    Apologies for not including the numbers for Apple.
    Jan 24, 2009. 02:47 PM | 1 Like Like |Link to Comment
  • 15 Value Stocks Breaking Out [View article]
    Agreed, but sometimes these stocks can be very rewarding. With all the current negativity, they are ripe for a bounce.
    Jul 10, 2011. 04:17 PM | Likes Like |Link to Comment