skwestorange

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33 Comments

    • Mon Nov 3rd 07:07 AM | Rating: 0 0
      Commented on:
      Time to Start Nibbling on Corning
      This article could be strengthened with a discussion of expectations for revenue, earnings and and margins in the three businesses cited. The qualitative discussion does not provide any objective support for the contention that GLW is undervalued and could be bought here. Further the article itself lays out the case for margin compression.
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    • Thu Oct 30th 14:34 PM | Rating: 0 0
      Commented on:
      What's the Intrinsic Value of Verizon?
      Hi:
      I think a more appropriate terminal growth rate given the expected recession length would be 0. Under that scenariao the intrinsic value would be more like $30, the current price of the stock give or take a dollar or two. I expect wireless revenue to be flat to sligh negative and the revenue growht in FIOS will be muted quite a bit for the next two if not three years.
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    • Wed Sep 24th 11:22 AM | Rating: 0 0
      Commented on:
      The Dow Adds Kraft
      Don't understand your WFC suggestion. The DJI already has BAC, C, JPM without counting AXP and GE (Half financial). That is 10% of the 30 stocks in the DJI. Need more financials?
      View article »
    • Wed Sep 24th 10:28 AM | Rating: 0 0
      Commented on:
      The Real Reason Behind the Global Financial Crisis, Part III
      Great article. Credit Default Swaps are the root cause of the financial mess we face now. That indeed is the weapon of mass financial destruction. Politicians and the media say that housing and subprime are the root cause when indeed they are not. Yes, they had an influence but absent the CDS it could have been contained without any Govt intervention. Govt plans todate does nothing address the root cause of the probelm, and short of the Govt by edict eliminating them outright, I am not sure what can be done.
      View article »
    • Wed Sep 10th 17:04 PM | Rating: 0 0
      Commented on:
      Wednesday Outlook: Commodities, Emerging Markets
      Add to Doug's list:
      Increasing commitments to nuclear, a very expensive, and time uncertain capaital project.
      General economic malaise leading to flat electric consumption, thus revnue growth for the next few quarters
      View article »
    • Fri Aug 29th 08:27 AM | Rating: 0 0
      Commented on:
      Thursday Outlook: Commodities, Emerging Markets
      This is the best and my most favorite periodic articles in Seeking Alpha. Keep up the great work! Short one liners accompanying the charts are to the point!
      View article »
    • Thu Aug 28th 16:11 PM | Rating: 0 0
      Commented on:
      Is Dollar Tree an FX Play?
      True that the dollar weakness may amplify margin for this business a bit. Sorry, I don't see much of a correlation between the moves in Dollar Tree and the dollar index. Try using a chart of the dollar index superimposed and you will see what I mean.
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    • Mon Aug 4th 07:45 AM | Rating: 0 0
      Commented on:
      Six High Yielding Electric Utilities
      Do you have any insight on why these are high yielding and are they really good investments?
      View article »
    • Fri Aug 1st 16:57 PM | Rating: 0 0
      Commented on:
      Vulcan Materials: A Good Buy/Takeover
      Dreaming? What is the catalyst? That much hyped second stimulus that some think is going to be for infrastructure spending? Even if that come through, say sometime next year, wonder how long (a few years) will it be before real dollars get spent on real projects leading to a big demand for aggregates. Over what time frame (5 to 10 years perhaps)?
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    • Tue Jul 29th 12:53 PM | Rating: 0 0
      Commented on:
      Consolidated Edison: Stock Analysis
      Good analytical work! Keep it up!
      View article »
    • Sun Jul 27th 13:04 PM | Rating: 0 0
      Commented on:
      The Top 5 Looming Financial Issues
      I believe that if 1) we address the energy issue soon and commit ovurselves to a national goal of energy independence, and 2) reduce our preference for all things imported from other countries, others will be largely addressed. Boone Picken's proposal offers a good starting point for a national conversation and decision making. So, I say, let us get behind that one and get our Presidential candidates to commit to addressing this energy issue based on a "NO Option Left Out" approach. Then we can launch a national campign to reduce our imports. Perhaps in twenty years we would have the major issues licked and leave our future generations something to work with.
      SK
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    • Tue Jul 22nd 09:24 AM | Rating: 0 0
      Commented on:
      Motorola: Get Ready for Another Grim Quarter
      Does MOT not have other businesses, besides the headset division? Are they not making any money either?
      View article »
    • Mon Jul 21st 18:21 PM | Rating: 0 0
      Commented on:
      Five Strategies to Survive the Markets
      Rocknbob: Guess Econ 101 intends SWF to mean Sovereign Wealth Funds.
      I too agree that it is time to start moving into Healthcare with stocks such as UNH, CI, AET, Wellpoint and financials slowly
      View article »
    • Mon Jul 21st 18:14 PM | Rating: 0 0
      Commented on:
      Solar Grade: A Silicon Revolution
      Good info. More such in depth discussion of technologies by those knowlegeable in the field will be helpful
      View article »
    • Thu Jul 3rd 17:42 PM | Rating: 0 0
      Commented on:
      Solorfun Power: When Markets Are Irrational
      I think that if you provide a link to your website and have it available there for download it should work. If you don't have a website (like me), then you could probably use yousendit.com to upload your file and post the link in your comment on this site. That should work too.
      View article »
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