MRK Forum Topics
- All Comments on MRK
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- Dow 30 Performance Since 7/15 [view article]
- Merck/Schering-Plough's Heart Drug Couldn't Have Done Worse [view article]
- Investing in Dividend Paying Companies [view article]
- HPC Vaccine Inspires Yellow Health Journalism [view article]
- Clarifying the Vytorin Situation: Three Key Questions [view article]
- Just What the Doctor Ordered: Comparing the Pharma ETFs [view article]
- This Week's Key Earnings Reports [view article]
- Tuesday Options Update: MRK, SNDK, TXN, TAP, GTXI, SPF, BRCD, XLF [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Roche's Genentech Offer Sends Ripples Through Biotech [view article]
- Monday Options Outlook: SGP, MRK, AZN, AMGN, CELG, BBH, BAC, KRE, XLF [view article]
- The Top Dividend Paying ETFs and Stocks [view article]
Recent MRK Articles
- Dow 30 Performance Since 7/15
- Just What the Doctor Ordered: Comparing the Pharma ETFs
- Did Merck's Sex and the City Strategy Work?
- Merck/Schering-Plough's Heart Drug Couldn't Have Done Worse
- Clarifying the Vytorin Situation: Three Key Questions
- Tuesday Options Update: MRK, SNDK, TXN, TAP, GTXI, SPF, BRCD, XLF
- Wall Street Breakfast: Must-Know News
- Roche's Genentech Offer Sends Ripples Through Biotech
- HPC Vaccine Inspires Yellow Health Journalism
- Monday Options Outlook: SGP, MRK, AZN, AMGN, CELG, BBH, BAC, KRE, XLF
- Full List of Articles »
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Stay Clear of Traditional Asset Classes [view article]
Chindia's 3 Billion are buying up all the commodities they can get their paws on and there is nothing we can do about it. ReplyWill Wal-Mart Heat Up Chile? Fast Money (6/17/08) [view article]
after the nice people of Chile red...oops! read this....quote***In China, as elsewhere, we follow the Wal-Mart tradition of building our business one store and one customer at a time. We strive to provide our customers with friendly service and a wide selection of quality products at Every Day Low Prices. With each Wal-Mart store we bring advanced retail know-how to the local market. By fostering a healthy, competitive environment, we hope to constantly improve our business operations and customer service in order to contribute to the prosperity of the local economy.
Wal-Mart firmly believes in local procurement. We recognize that by purchasing quality products, we can generate more job opportunities, support local manufacturing and boost economic development. Over 95% of the merchandise in our stores in China is sourced locally. We have established partnerships with nearly 20,000 suppliers in China. At Wal-Mart, we always work with our suppliers to grow together. In August 2007, Wal-Mart once again secured the top spot of the 2007 Supplier Satisfaction Survey conducted by Business Information of Shanghai. Additionally, Wal-Mart directly exports about US$9 billion from China every year. The export volume by third party suppliers is also estimated to be over US$9 billion.***end of quote! Reply
Morgan Stanley Makes Lehmanade - Fast Money Recap (6/30/08) [view article]
I would not buy financials until the XLF has retraced back above $28. Even then I would be cautious. ReplyDon't Bank on Financials - Fast Money Recap (6/27/08) [view article]
There was a report out today that said more acreage than expected had been planted with corn this year in the U.S. Then the article went on to say that this information may be completely misleading. The article claimed that the flooding wasn't completely taken into account (due to the timing of the report). It also claimed that somehow the estimate was likely to have been an overestimate in the first place. Grain futures were down today as a result. However, if the author's tone is any indication, the futures will soon make a comeback. Ditto the Ag stocks, which were down for a while today too. Replyhine
Time To Start Buying Some Dogs? [view article]
I agree with BlueDog's opinion of BAC above. BAC didn't get into subprime or structured finance to anywhere near the degree that other big banks did. It's investment bank division never amounted to much. For the most part BAC has always been a plain vanilla CB catering to the middle class in a relatively conservative way. They've weathered the crisis well so far. They've already raised some additional capital, taken some large write-off's, and a vast abundance of bad news is priced in. And NO ONE will touch this thing right now - you'd think it was radioactive. Yes, the impact of CFC is unknown. But BAC has had months to perform due diligence. I suspect that CFC has spent the last several months refinancing every problem mortgage they could into mortgages either FHA insurable or eligible for purchase by GSE's - they've socialized many of their problems. I have a long position (as of 6/27) and expect at least 20% cap appreciation in the next year. ReplyTime To Start Buying Some Dogs? [view article]
or the past 20 years, GE Mortgage and GE Capital, now Genworth Financial have been misstating earnings and illegally swapping assets between their many companies to cover up their losses. If the rating companies knew of their fraud, they would be finished as a company. Shareholders, uniformed, don’t know of their deceipt and intentional manipulation of the numbers to meet quartely earnings projections. Their value is synthetic just like the trades they make throughout the world. Their marketing genius cannot cover up their desperation and failing companies. Indeed, the chickens have come home to roost!By sandra stevens-miller on Jun 22, 2008
reggiemiddleton.bankim.../ Reply
Time To Start Buying Some Dogs? [view article]
Buy what retails are bashing and sell what they are chasing.They are always wrong, given 3-6 months time.
Reply
r
Time To Start Buying Some Dogs? [view article]
who ever said anything about hate, btw? i think YOU had better switch to decaf (tea, no less) Replyr
Time To Start Buying Some Dogs? [view article]
"Oh - and whats all the venom goin on here ? I find most articles here quite interesting reading, regardless of typos. My God some of you need to disengage your hate and engage your higher thought processes.Maybe learning how to hedge, and switching to decaf might help too !"
its called "being called on the carpet". there certainly ARE some good articles on seekingalpha, but its our job to police the writers who are delivering sub-standard writing. this particular article was sub-standard. should we sit around and praise every article simply because its printed??
Reply
Jacome
Credit Suisse Healthier 15: Investors Get the Skinny on Fat Fighters [view article]
DKS has been a terrible investment for us, the St tested $30 level 3 times and then the stock snapped like a breadstick... ReplyTime To Start Buying Some Dogs? [view article]
If you are buying, it 'd better be for a trade only. The market has confirmed the economic reality in which we have been in.For over a year I have been posting on the Durable Goods Consumption vs ND Goods ratio and pointed to the fact that this would lead to an economic mess.
Despite the tax rebate there is no improvement in the ratio.
See
www.wrahal.blogspot.co.../
Reply
Wendling
Time To Start Buying Some Dogs? [view article]
This article in principle is correct. All the issues listed here should be considered for purchase, but remember they will take time to return to prominence. Also, those with high dividend returns can have their dividends cut. For more information on my thoughts on GM and other issues stated in this article click on my website and then click on the free stock reports section. It will take you to the reports on this issue and others and you can read my views for the short term and long term. It will cost you nothing except the amount of time it takes you to read the articles and other pertinent information you find on the site.Thank you
Richard Reply
Time To Start Buying Some Dogs? [view article]
Funny - thinking about the purity of the 'Dogs' equation, you have to think that information and nuance werent anywhere near as available when the strategy was hatched -- Id think pre-judging your picks to at least an extent would be warranted. Call the old strategy 'Dogs for Dummies' , call the new strategy 'New Dogs'.Gotta change with the times...
Oh - and whats all the venom goin on here ? I find most articles here quite interesting reading, regardless of typos. My God some of you need to disengage your hate and engage your higher thought processes.
Maybe learning how to hedge, and switching to decaf might help too !
Reply
Time To Start Buying Some Dogs? [view article]
Devin Hobbes - - -I suggest you ignore 90% of the garbage commentors have thrown at you. Your post is a useful discussion. Thanks Reply
Time To Start Buying Some Dogs? [view article]
BAC is the best pick of the group. I'm buying in scales over time. The CEO recently reassured Wall St. that the dividend will remain intact. But even if that is not the case for the short term, you're picking up a solid bank at a 50% discount. Writedowns from CFC are the big question mark, but this can be used as a tax write off for years to come. And if the Dodd-Shelby act passes, BAC stands to benefit greatly. There is risk, but I'm a buyer at this level. Remember, trying to pick bottom is a fool's game. It's best to buy in increments over time. Reply