CA, Inc. (CA)

All Comments on CA

  • commenter
    irondoor91
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    WorldBeta
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
     Reply
  • commenter
    SkipinCA
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter     Reply
  • commenter
    Jake2
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Eric Fox
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    nickgogerty
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    shamsoftabri
    z
    Aug 07 10:02 PM
    Goldman Tech Picks List: Weak on Growth But Good on Value and Shorts [view article]
    Remember last time a liberal was in the white house...tech went wild, oil
    dropped to 12 a barrel and the economy soared. I'll take all that.     Reply
  • commenter
    Richard Shaw
    Aug 04 10:30 AM
    My Website
    S&P 500's Best and Worst Net Income Change [view article]
    The table provides data only. It does not provide recommendations.

    Data is potentially useful depending on the reader and their own investment approach. It is an extract from the full list which simply identifies those companies that are increasing earnings and those that are not. That is potentially important information.

    Perhaps one point would be to suggest to some readers how they might gain perspective about sectors, industries or companies by putting together a similar table for their full universe.     Reply
  • commenter
    Vegasjoe
    Aug 04 05:05 AM
    My Website
    S&P 500's Best and Worst Net Income Change [view article]
    So what is the point of this? Buy the dogs and sell the companies with real earnings? Many of the financials will never recover in share price for two reasons, namely, there ability to lever the balance sheet and party in SIV land is over, and exisiting shareholders in most cases have been diluted into oblivion. Reply
  • commenter
    Richard Shaw
    Aug 03 09:07 PM
    My Website
    S&P 500's Best and Worst Net Income Change [view article]
    You are probably right about Tyco. I check with the data service to see what's what. Thanks. Reply
  • commenter
    dancingdiva
    Aug 03 07:35 PM
    S&P 500's Best and Worst Net Income Change [view article]
    Tyco should not be on the list imo. The company split into three parts last year and the statistics are screwed up. Reply
  • commenter
    steveballmer
    Jun 26 12:10 AM
    My Website
    Goldman Tech Picks List: Weak on Growth But Good on Value and Shorts [view article]
    Long term outlook is really bad people, there will ba a liberal in the whitehouse, $6 gas, more illegals, .... things look bad for all but microsoft! Reply
  • commenter
    Frankie62
    Jun 21 01:26 PM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    PETM looking good to me. No one ever seems to cut back on their dog's food and toys. Reply
  • commenter
    sunrises
    Jun 19 01:36 AM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    Hello Big:

    Is there a reason for the pullback in NVDA? The valuations appears quite reasonable.     Reply
  • commenter
    selene
    Jun 17 12:15 PM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    This chart would be even more useful if it also included trailing PEs. Reply
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