skwestorange

Best Performing Stocks of the Decade

What is never really discussed is how many people, if any, really bought and held on to realize these gains? I'll bet none!

Q3 Portfolio Moves: Bruce Berkowitz Is Buying

Hi Mr Bui:
Wye has long since been gobbled up by PFE and no longer trades. Fact checks and date of these transactions by the hedge funds would be of help. If these reflect end June or Sep 30, the information is dated and useless. Also CAH is no longer the same CAH he may have bought since they also spinned off CFN.

Banco Santander: Back Door into Brazil

STD pays a dividend of 68cents (Market watch) a year and that works out to 3.9% not 5% yield. Of course, it is better than most US Banks if the dividend is safe.

Reaching for Yields with MLPs

Well written!

The World Financial Markets in Eight Charts

I am not sure what this author's basis is for expecting a trend change in treasuries this week. If it said in weeks, it is understandable because of the inability sustain imbalances in the system.

Watching the USD Drop? Here's What You Should Really Be Watching

The author may wish to look at what the US owes to the rest of the world in total than just China. What matters ultimately is if we can service the debt while continuing to add to it at an unsustainable rate. If the forecasters are anywhere in the ball park we are looking at trillion dollar deficits each year for the next ten years. Even if we assume that it will be nly half that amount, the total debt will be of the order of 17 to 20 trillions. At just 3% ( a very optimistic assumption) the interest service cost alone is more than 500 billions. Consider this in the light of the tax revenues and a stagnated economy for the next few years.

Analyzing the U.S.'s Four Largest Banks

Very good articles with copious data and charts to make the point.
Fwi hits nail on its head.
Glass Steagal should be reinstated and commercial banks should be separated from investment banks.
To the commenter who is high on Citi, I wonder what gives him that confidence since the Company is being being dismembered and its earnings potential is being reduced with each divestiture. Finally, I don't think our Pols have the will to do what is right, i.e., bring back Glass Steagal and break up the combo banks. I am afraid that we are destined for many decades of pain and agony similar to Japan.

Home Purchase Tax Credit Extended: Is This Wise?

Whichever way one looks at this disastrous path we are on, it cannot but end bad in a few years. Govt. handouts are always bad and can easily be subject to fraud and abuse. I agree that any Govt expenditure should always look at the multiplier effect first.

Five Companies Worth Researching This Weekend

Applying a ten time multiple for utility companies that have revenue growth in the 1 to 2% annually is questionable.

Healthcare Profits: Assessing Company Sensitivity to Obamacare

I suspect the concern raised by the author is overblown. Other than adding more lives to be insured and saddling the taxpayer with more burden to pay for it, the health-care bill will do nothing to change status quo. After all the Congressmen and Senators want to be reelected and want the big bucks they get from Pharma companies.

Determining Potential in Health Care Stocks

I cannot understand why insurers will have trouble competing against not-for-profit companies such as Blue Cross. They have been doing it successfully for many years and in many States. For instance NJ has Horizon Blue Cross and many insurers including Aetna and UNH are competing here very successfully. Their fight with the Congress is to contain the damage and prevent medicare from expanding. I think that the managed care companies will come out very well after the dust has settled on the health care bill.

12 Indicators We're Watching

These are good indicators. What is your conclusion(s) based on these indicators for equity market and the bond market?

Planned IPOs This Week: Addus HomeCare, AEI and Vitamin Shoppe

This article will benefit from the addition of the author's opinion (get in or stay out) on the issues and why. Absent that the article adds very little to the offering info from the underwriters.

Roubini Hates Gold: Is He Wrong Again?

Don't forget that in the last couple of years Gold ETF GLD has been the culprit for rising metal prices. I recall reading that GLD has more physical gold than many (if not all) of the central governments' storage put together

Spectrum Pharma: Zevalin Has Blockbuster Potential

This chart is quite ugly. The waterfall pattern shows that the stock could hit 2 to 3 dollars before stabilizing
SK