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  • Russian shares plunge as U.S. ups the sanctions rhetoric  [View news story]
    please stop instigating separatism. According to the Freedom House the monoethnic state is one where your have more than 67% of on ethnic group. In 2001 78% of the population of Ukraine identified themselves as Ukrainians. From the rest of 22% not all of them are Russians. Moreover, the percent of people who want to join Russia is minuscule. Alsenov's party in Crimea (now Aksenov represents the all Crimean people) has commanded 4% in the last election. The actual show-up in Crimea referendum on 16th of March was 34%. So just don't ask the Russians what the Ukrainian want. You'll hear a lie
    Mar 26, 2014. 01:31 AM | 1 Like Like |Link to Comment
  • Russian shares plunge as U.S. ups the sanctions rhetoric  [View news story]
    I hope that my children and grandchildren will know about the history of Ukraine not less than I do.

    I agree that Ukraine has suffered from Russia all the time. For them it was always a mission impossible. The Ukrainians do not buy in their crazy ideas of superiority, Russian tzar who knows the best, no matter how many times their try to oppress, destroy or re-write the history.

    I would also warn you against simplifications about the events during WW2. Russians occupied Western Ukraine in 1939 and started ethnic cleansing right away. It was a natural move by the Ukrainian patriots to turn to the enemy of Stalin. Once Hitler occupied Ukraine they realized that Hitler will not honor his promise about independent Ukraine and they have started fighting against Russians and Nazi’s. Don’t forget that Stalin supported nazi’s himself before 1941 (he trained Luftwaffe in Ukraine, delivered oil and clothes, mutual military parade in Brest in 1939). Moreover, Russian Vlasov army only, who fought with Hitler together, (there were others) was 600k people while all Ukrainian units were only 130k. Besides, there are documented facts that in Ukraine acted multiple saboteur groups formed from KGB troops to act as Banderivtsi, kill peaceful people to alienate locals against Banderivtsi. So please do not use Russian propaganda cliché’s

    Of course we need to think about future, how can we leave peacefully. Ukraine had a lot of sad moments in history with Poland as well. In a modern world civilized people can put that behind them and talk/do business together on equal terms. The history shows that Russia does not want to change and still lives by the medieval values…
    Mar 25, 2014. 08:29 AM | 1 Like Like |Link to Comment
  • Russian shares plunge as U.S. ups the sanctions rhetoric  [View news story]
    BTW, learning from refugees. You can go to Lviv (where leave banderivtsi) and talk to the refugees from Crimea who are fleeing from Russians, who came to Crimea to protect Crimeans from banderivtsi
    Mar 25, 2014. 06:14 AM | 1 Like Like |Link to Comment
  • Russian shares plunge as U.S. ups the sanctions rhetoric  [View news story]
    Sakelaris, again you are using the words of Putin, Kisilev and others. You are not in Moscow and nobody will believe your bullshit.
    Also look at the list of people who died in Kyiv and show me whether there are any extremists or skinheads. If anybody from Svoboda does any stupid all the Maidan activists act again them. In Kyiv there was a protest of peaceful people against corruption and the criminal regime of Yanukovich. Many who died are from the Eastern part of Ukraine.
    Yes, the sanctions imposed have a cost. I hope you won’t argue that imposing sanctions on Hitler would have been cheaper than WWII. Putin is following the same path and must be stopped now.
    Mar 25, 2014. 06:11 AM | 1 Like Like |Link to Comment
  • Russian shares plunge as U.S. ups the sanctions rhetoric  [View news story]
    Sakelaris - a troll. Nobody in the West believes in the Russian propaganda.
    Mar 23, 2014. 04:29 AM | Likes Like |Link to Comment
  • A Closer Look At The Juggernaut That Is Microsoft  [View article]
    @ Berloe, what is the basis for your statement? For software companies it is normal to compensate their personal with equity. If you analyze the P&L you will see that MSFT has very low costs, which is reasonable if you want to skew your compensation towards equity based compensation. BTW MSFT does not issue any share options for many years, just performance shares. Nevertheless, # of outstanding shares decreased from 2001 to 2012 from 10.6b to 8.4b. Moreover, S.Ballmer rejected any stock-based compensation in favor of $0.7M salary and $0.7M cash bonus. So again, I encourage fact-based/analytic discussion instead of shooting from the heap based on one's personal feelings.
    Jul 8, 2013. 09:53 AM | 1 Like Like |Link to Comment
  • A Closer Look At The Juggernaut That Is Microsoft  [View article]
    And I know many offices where IT administrators will never abandon MS Office and Exchange. I think that articles and comments on the website should much more analytic, not pure copy-paste from annual reports or gut feelings
    Jul 8, 2013. 07:02 AM | 6 Likes Like |Link to Comment
  • A Look At The Federal Reserve And The Financial Crisis  [View article]
    Completely agree, tunaman4u2 and Flas9. In the book The Big Short M. Lewis cited that well before the subprime collapsed the traders warned Feds about the imminent disaster, but Feds did not have a clew or did not care what was going on.
    Apr 25, 2013. 01:35 PM | Likes Like |Link to Comment
  • Is Apple Using Share Buybacks To Support Its Stock Price?  [View article]
    Yes, and Apple was selling Samsung's shares on the date of Galaxy IV release as it's share price dropped that day?
    Apr 9, 2013. 10:59 AM | Likes Like |Link to Comment
  • Microsoft - Growing Strength In The Enterprise Is Where The Real Value Is  [View article]
    Ballmer's biggest "under-performance" is that he was not managing the share price. Instead he was focusing on growing the business and FCF. In fact, I think Bill Gates took all lessons from Buffett very seriously. If you read an annual report or a proxy statement you see that Buffett could not have done better re: accounting, capital allocation or corporate governance, etc. I believe that all in all MSFT is a good example of that the market is a voting machine (Wall street perception in this case), while it is a weighing machine in the long term (enormous growing FCF)
    Apr 9, 2013. 07:12 AM | 3 Likes Like |Link to Comment
  • Opportunity Costs Matter  [View article]
    Investing is an intellectual activity. If someone believes that he can invest without thinking then the market will never be efficient. Which is a good thing for the majority of this website readers.
    Apr 8, 2013. 01:58 PM | Likes Like |Link to Comment
  • Why You Should Not Feel Pressure To Beat The Market  [View article]
    I am not sure about other investors, but Buffett is quite critical about the whole notion of value investing. He said many times that when people say value investing they have no clue what investing is all about. True, he is looking for bargains in terms of intrinsic value/price. Sometimes it is explained by growth potential, sometimes by the fact that the assets are undervalued. He bought Coca-Cola 20 or 30 years ago when it was traded at 15 P/E.
    Apr 8, 2013. 10:41 AM | 1 Like Like |Link to Comment
  • Why You Should Not Feel Pressure To Beat The Market  [View article]
    Tim, thanks for the article. I've read quite a few your articles. I see that you share the investment principles of Buffett. If I may give you an advice, don't call it value investing. Buffett said that many times that growth is sometimes a big part of value. Investing is a search for companies with competitive advantage, who could allocate incremental capital with high return on capital or in the absence of such opportunities return capital to the shareholders. Additionally, those companies should have intrinsic value above the market price. Thus dividing investment strategies into value, growth or anything else is unnatural and does not represent the nature of the quest.
    Apr 8, 2013. 07:08 AM | 2 Likes Like |Link to Comment
  • Why IBM Is A Standout Buy  [View article]
    So many calls: overstated/understated based on what?

    There were a lot of articles on IBM here. You can't sweat your assets forever. You can't grow your EPS solely on financial engineering (buybacks). It would be interesting to see which strategy would the management follow this year. Would they act in the interest of shareholders or their own. Buybacks are successful when the shares are undervalued. Is the share price undervalued today? Would the management proceed anyway not to disappoint analysts and deliver promised EPS growth?
    Apr 2, 2013. 10:20 AM | Likes Like |Link to Comment
  • IDC dials up its 2013 tablet forecast by another 11%, this time to 190.9M units. The popularity of smaller tablets is a big reason why - the firm estimates half of Q1 shipments will involve sub-8" devices. Android (GOOG) is now expected to be the most popular OS - IDC forecasts a 48.8% share, up from a prior estimate of 41.5%. The iPad (AAPL) is seen having 46% of the market, and Windows 8/RT (MSFT) just 4.7%. 2017 shipments (not an easy thing to predict) are seen totaling 350M. IDC expects PC shipments to fall 1.3% in 2013 to 345.8M units. (Q4 figures[View news story]
    Given popularity of MS Office I expect that MSFT will take significant market shares in years to come. Now you can use it for games, internet as well as for work and study. and if you will you can also connect it to a big screen or a keyboard and use as a normal notebook/desktop at home. The best of both worlds.
    Mar 12, 2013. 02:19 PM | 4 Likes Like |Link to Comment