fxtrader07

Why It's Time to Buy Google, Apple

in the long run, TA doesn't matter one iota. the most successful investors ALL have done without it. Though I have yet to find one who has made his billion$ fortunes by chart -guessing. But hey, teknikk7 might be the first
oh, and yes, I know about that incredible performance by one or two hedgefunds which use a quantitative approach. I am just not convinced yet that their performance will last another decade or two.

Why It's Time to Buy Google, Apple

oh and btw: in our just-in-time and now increasingly web-based society businesses at one future point will learn the hard way HOW VULNERABLE they have become, especially with web-based software, databases and applications.

Why It's Time to Buy Google, Apple

Oh my! Google could have named its browser "BIG BROTHER GOLD EDITION" as well. Google is a shameless thieve of privacy information. I will never ever install a google brower on my pc. Heck, mr. softie looks like a schhoolkid in comparison to goog. And mind you, about 90% of my friends and relatives view the google browser the same way. they will never use it - even if it were 20 times more stable than MSIE. Google will certainly make tons of money going forward, no doubt. But I doubt very much that their browser will be as successful as the author thinks. Apart from the fact that he obviously has a pretty one-sided biased view of GOOG.

Online Sales: Poking Holes in the Long Tail Theory

so what's your point? isn't it that adding ever more 'obscure' items comes at a marginal cost which in turn starts weighing on the overall profit margins if you just add a sufficient number of such items? and does a company create or destroy shareholder value adding heavily on the tail side?

The Future of Radio Is Online

'the future of radio is online'? oh yeah? maybe not!
I can live pretty well with the 'dead man walking' terrestrial radio! Why the f*** should I use the Internet for that silly purpose? The web is already overbudrdened with data traffic - transmitting hundreds of radio channels makes matters only worse.
When I get up in the moring, I switch on my normal, traditional radio. I have no intention to start my PC or go online everytime i want to listen to a radio channel. the same is with driving. maybe in the U.S. the truck drivers will like satellite based radio but as for europe, such truck driver radios have so far gone nowhere.
I for my part don't need online radio. It's only slightly more useful than, say, tv via handy - which is probably the most overhyped and absolutely silly and useless mobile application i could think of.

June '08: A Stock Picker's Environment

Sorry, but imho you are wrong in two ways and very late to the game.
The premier mistake is to think that investors are desperate(anxious) to put their money to work, now that "fear of economic calamity has been taken off the table." First of all, the fallouts from the financial crisis of the past 12 months are only starting to show up now. second half recovery dreams, "the worst is over!-fairytales and the like represent the mainstream consensus right now and are almost certain to be proven wrong. Second, what "investors" are you talking about? retail guys have long ceased to be an important buyer of equities. households have been net-sellers of equities (stocks and stock mutual funds) for the past years. institutional money? the banks scramble for cash and will liquidate positions into any rally. certainly, they have no ammunition to buy anything in substantial amounts. pension funds? well, some, of course, but many are under pressure from the credit market fallouts don't expect them to jump right back into equities. hedge funds? very unlikely. they have been the first to feel the pain of tighter credit and higher margin requirements. if at all, they will do long/short setups. they will not be substantial fresh buyers because they do not have the credit available tro do so. so what investors are you seeing whio are so anxious (and acapable) to buy and bid prices up? Don't forget, a guy like doug kass is not there to hold your hand and make you money. he is talking his book as most everybody else.
Second, you are late to the game. very late. What do you think was the reason that the Nasdaq and stocks like aapl have held up much better than the broad market so far? And what do you think, how much positive earnings and growth momentum can they sustain once the u.ds. economy really slows down and shows no sign of recovery? the consumer is stretched out to the hilt and even another round of "tax rebates" won't change that. Europe is starting to slow down and Emerging Asia will follow. The u.s. exporters who wstill make good money are not able to pull the entire economy out of the misery.
so, i agree that the only strategy is stock picking here. but even more important is to build cash and preserve capital. there will be really nasty stock market declines over the coming 2-4 years when those with patience and cash will be richly rewarded. Chasing faltering growth that more often than not is based on overly optimistic assumptions will be a receipe for disaster, thoguh.

Earnings Power vs. Investor Sentiment

just to remark: railroads have been around for centuries now. you suggest they may be replaced soon. may i ask: by what other new means of bulk transportation? any suggestion?
just curious since you sound a bit as the death of railroads is just around the corner (just by a few decades)