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Yair Guterman

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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    Commodities are tied to china... if China rallies so will they, might be easier to look at some solid Chinese companies.
    Apr 19 04:29 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    LMH I'd skip the entire bond analysis part... the beginning / stock part is long enough as it is.
    Apr 19 04:27 PM | Likes Like |Link to Comment
  • What Exactly Is Risk: Part II [View article]
    packer...

    to add, what is missing from all this talk of "negative skewness and excess kurtosis" is that it literally will tell you someone buying at the march 2009 low has the same risk as someone buying today.

    The author also likes to state that Buffet was out performed by all these indexes, he wrote this beautiful article, it is wrong.... http://bit.ly/1cliLaA

    You should look halfway down in the comments, we have a discussion about why he is wrong, he disagrees until it becomes so obvious he doesn't even know the definition of a word he used "beta" and stops replying...


    Oh i forgot stock investing is the only activity on earth in which people cannot excel... puzzles, crime solving, swimming, running, basketball bowling, there are those who can excel... Investing, NO, you can't beat the market!!
    Apr 18 05:06 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    Just want to add my perspective on Europe, clearly there is value in the names, but...

    The Euro is the only major developed currency not being systematically devalued this has raised the value of the euro close to historical heights http://yhoo.it/1aKpo1X;range=2y

    This of course continues hurting the economy of most of the euro block, which is probably the most fragile of the lot. Which could of course pressure them to devalue as well, not to mention the probable strength of the $ with the ending of QE and various other positive macro developments in the US...

    And to my point, investing in the euro area you need to take into a count a possible 5-15% decline in the currency.
    Apr 18 12:31 PM | 2 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    I personally don't like coal other than the volatility, in the options there is money.

    Even if you pick up a coal name, you mind as well take the most leveraged that is not going bankrupt any time soon.

    They are in a declining industry, but coal prices could easily spike and many of these names would fly.
    Apr 18 12:24 PM | 2 Likes Like |Link to Comment
  • What Exactly Is Risk: Part II [View article]
    I think you forgot the obvious one, price.

    Why do I even read these articles :(
    Apr 18 09:13 AM | 2 Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    The company just bought a data analytics suit from IBM the product was leaps and bounds above the competition.

    I think there moat is much bigger than people think, once you sign up and they do all your "back end" its very difficult to switch to a competitor.
    Apr 17 09:19 AM | 1 Like Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    Don't all companies offering some sort of "value" have near term problems, or else they would surely not be cheap?

    If the argument is that IBM is having long term problems, I did not understand it from the article.
    Apr 17 06:47 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    Seasonality exists because of liquidity needs in building up for Christmas, it's why "sell in may" was irrelevant this last year as it will be next year.
    Apr 17 04:36 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    By this logic fundamentally there is no difference between the S&P and FXI.
    Apr 17 04:32 AM | Likes Like |Link to Comment
  • IBM: P-RAGE Ratio Looking Good [View article]
    Beta measures volatility.
    Apr 17 04:31 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    How does an ETF not have fundamentals?
    Apr 13 01:35 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    I just think this line of thinking is terrible, there is no one on earth that can tell you if this week will be better than next week or a month from now.

    If you like the price buy if you don't, well than don't.
    Apr 13 11:38 AM | 3 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    Just adding:

    Vonage Revenue 2007-today
    828 900 889 885 870 849 829

    Call revenue 2010 - today
    120 110 158 143

    The question really, can (CALL) take away market share?
    Apr 13 11:36 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #17 [View instapost]
    (ACI) mainly it's rallied a bit...
    Apr 13 10:03 AM | Likes Like |Link to Comment
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407 Comments
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