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Gainster

Gainster
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  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    Hi Chuck,

    Sorry, I forgot to mention that it was according to Seeking Alphas performance tracking a year after publication.
    http://bit.ly/1vJH6zL

    In this perspective the statment is not wrong. However I see that far from all articles are tracked and it seems like the tracking is related to the tagging of the article as a long/short idea. So your average might very well be fine, it's just the long/short tagged articles that are performing poorly over the first year. Of course a year is not a long time for judging an investment, but it anyway tells something about the timing of the investment.
    Aug 13 06:55 PM | Likes Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    Chuck, you recommended 9 stocks that actually went down (not underperformed like most of your portfolio, but went down, negative, minus), in a period where most went up?

    GMCR
    UEPS
    HPQ
    HCBK
    HCBK
    CMI
    TEVA
    AAPL
    MDT
    Aug 10 10:37 AM | 1 Like Like |Link to Comment
  • magicJack: Short-Term Catalyst, And Significant Upside [View article]
    Skype is working just fine, I like to use video telephony when on vacations to show family and friends stuff while talking. I usually buy a local sim with some gigs of data and that will give me all that I need on my phone, anywhere. Most people have Skype installed, so I only use it for free. I don't know anyone using Magic Jack, so why should I install another app? I guess it's an exclusive US thing? To have serious growth potential in communications, you have to be international, you need to connect users everywhere, that's what users have come to expect. Users are also increasingly expecting to get it for free, like it or not, this is where communications are heading.
    Aug 10 01:32 AM | 1 Like Like |Link to Comment
  • One Simple Reason Why AMD Can't Compete [View article]
    Dear Bargain Bin,

    The same logic should go for ARM, that has a way smaller R&D budget than AMD and Intel entering their domain. I believe that your basic thesis is sound, but there are more and less efficient ways to spend an R&D budget. AMD and ARM needs to be extremely smart with their R&D budget and not least they need to be extremely smart to cooperate with their partners in regards to R&D, to have any chance with Intel. So far they have been quite smart, but no matter how smart they are, their chances aren't great against a giant R&D budget like Intel's and that's why these two companies are very risky investments, unlikely to yield great returns anytime soon.

    Best regards,
    Gainster
    Aug 7 09:33 AM | Likes Like |Link to Comment
  • 14%+ Dividend Payer ARMOUR Residential REIT May Be A Bargain [View article]
    A good bet with 17.5% dividend is Awilco Drilling ;-)

    http://bloom.bg/1nTW00z
    Aug 5 02:29 PM | Likes Like |Link to Comment
  • No, I Didn't Sell Everything, But I'm Getting Cautious [View article]
    I also started getting rid of US equities last year, for similar reasons, in retrospect I unfortunatly got rid of Lockheed Martin ;-) but I still believe that the strategy is sound. What I saw was that mostly higher class Americans were enjoying the recovery and the lower class getting worse. In contrast China's average salary is still exploding, creating immense purchasing power.

    I diversified a lot on geography and went a little into commodities. There are plenty very good deals out there, around the world, they are just much harder to spot than in the US (because of the lower information level).

    One of my luckiest finds was AWDR.OL then offering more than 20% dividend, with a long order log and potential earnings increase. The price has gone up a lot since then, but the absolute dividend has also been increased, so the relative dividend is only down to 17%. I'm still looking for similar opportunities :-) Anyone?
    Jul 28 07:05 PM | Likes Like |Link to Comment
  • No, I Didn't Sell Everything, But I'm Getting Cautious [View article]
    Regarding dividend, check this out:
    http://bloom.bg/1nTW00z

    ;-)
    Jul 28 06:36 PM | Likes Like |Link to Comment
  • Trouble Looming In The Market... [View article]
    I would rather listen to a good old Hindenburg Omen than listening to Zachary Scheiss.
    Jul 22 02:46 PM | 1 Like Like |Link to Comment
  • Trouble Looming In The Market... [View article]
    Your short reply to this article is more informative than the article itself.
    Jul 22 02:40 PM | 3 Likes Like |Link to Comment
  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    We also have some retards in Europe that might fall for this doomsday propaganda.
    Jul 22 02:27 PM | Likes Like |Link to Comment
  • Trouble Looming In The Market... [View article]
    So disconnected from reality.

    Double tops might be fake, patterns are deceptive and mostly about short term psychology.

    Forest fires aren't necessarily representative for the stock market.

    I'm amazed that you from this crap can derive: "Folks, it seems that we have all the elements in place for a massive bear market forest fire - one that can burn you if you're not prepared."

    Maybe there is going to come a correction, maybe not, maybe it's not going to be very big, maybe it will. As long as we don't know, the long term strategy is the only proven way. Timing the market is close to impossible and you might loose some big gains, until the correction inevitably comes one day.
    Jul 22 02:21 PM | 1 Like Like |Link to Comment
  • Xinyuan Real Estate And Its Undeserved Label, American Style [View article]
    "Xin's prepared statement said $8 million of permitting, zoning and foundation construction already has been completed on the 8,547 square meter site."

    See more at: http://bit.ly/1nv7TeJ
    Jul 21 05:07 PM | Likes Like |Link to Comment
  • The Implosion Is Near: Signs Of The Bubble's Last Days [View article]
    Dear Stockman,

    The word "bubble" is highly inflated and about to burst!

    Is your article much more than a political statement?

    Well all bull runs must end, but it's very hard to predict when and how much. Can you foretell us about that? With any reasonable amount of evidence?

    Best regards,
    Gainster
    Jul 20 04:32 PM | 1 Like Like |Link to Comment
  • This Portfolio Has 50% Upside And Will Outperform The Markets Again In 2014-2015 [View article]
    Most of it is not really that different from improving hardware specs, which everybody does in the game. Maybe except for the fingerprint scanner, that is not really that different from other biometric forms of identification, like Android's facial recognition for unlocking a phone. My point is that Apple made a breakthrough with the iPhone, they revolutionized our entire world, it was on par with Google's innovation. But they haven't done anything like it since.

    Google on the other hand is breaking new ground every year.
    Jul 20 04:13 PM | Likes Like |Link to Comment
  • This Portfolio Has 50% Upside And Will Outperform The Markets Again In 2014-2015 [View article]
    Well you brought up a few interresting names, but...

    Diversification? DangDang, Baidu, E-house, Qihoo 360, Vipshop, YY, that sounds like a heavy Chinese bias? And the rest has a very heavy American bias? And very heavy on technology? Most people should spread their risk on more countries, more regions and more sectors.

    I didn't buy Apple after the fall of the stock and as a long term investor, I don't regret. It's not about where it went, it's about what's inside the company. Apple has a magnificient brand and they revolutionized the phone completely, but what new really happened since then? 4 inch screen? Higher resolution? Faster processor? Ok, a watch?

    My point is valuation and graphs will not compensate for the lack of innovation. To some degree their customer loyalty and their eco system might compensate for their lack of innovation. But that will not last forever, people are not going to continue flushing money into almost nothing new, when all the fun is going on around them and for a smaller price tag.

    I'm not saying that graphs and valuation is not important, indeed it is, but it can't compensate for lack of innovation in a tech company.

    What I bought instead at the time was Google, because they are extremely creative, expansive and diverse. You know about Google's driverless car? Google Loon? Google robots? Google Fiber? They are into anything and making revolutions happen. They are even into quantum computing and have already produced technology with it. Try to compare that to Apple :-)

    With regards to Baidu, yeah, it's easy to say what has happened and that's already baked into the price, but what's going to happen? What is the differentiator for this company? Why is it still interresting to buy a Chinese company with such high valuations? Why not to buy a well run company like Xinyuan instead for a third of their book value, topped with a 5% dividend?
    Jul 19 08:37 PM | Likes Like |Link to Comment
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