Research Guy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/109407/comments http://seekingalpha.com/article/106494/comments?source=feed#comment-309186 309186 Tue, 18 Nov 2008 15:03:18 -0500 http://seekingalpha.com/article/55363/comments?source=feed#comment-103213 103213
Keep up the good work.]]> Tue, 27 Nov 2007 16:40:18 -0500
Keep up the good work.]]> http://seekingalpha.com/article/54567/comments?source=feed#comment-102354 102354
I bought the report thinking I would get some scientific insights that I am unable to arrive at on my own. Boy was I wrong! Mr. Havrilla claims to have scientific expertise, yet his reports do not reflect his knowledge claims.

I was highly disappointed because the report lacked any sort of independent thought or analysis. From what I read, it appeared as if the author just regurgitated the 10-Q and other reports. If you are going to sell research please provide a thesis and independent analysis!

Another question: why does he have stock picks in the Industrial and Financial sectors if he bills his website as one that touts Biotech stocks?

I am all for people getting a start and building their research career but this is a joke!]]> Mon, 19 Nov 2007 13:30:42 -0500
I bought the report thinking I would get some scientific insights that I am unable to arrive at on my own. Boy was I wrong! Mr. Havrilla claims to have scientific expertise, yet his reports do not reflect his knowledge claims.

I was highly disappointed because the report lacked any sort of independent thought or analysis. From what I read, it appeared as if the author just regurgitated the 10-Q and other reports. If you are going to sell research please provide a thesis and independent analysis!

Another question: why does he have stock picks in the Industrial and Financial sectors if he bills his website as one that touts Biotech stocks?

I am all for people getting a start and building their research career but this is a joke!]]> http://seekingalpha.com/article/54319/comments?source=feed#comment-102053 102053
Note on Bill Miller: his letter to shareholders was quite interesting. Mr. Miller makes a few presuppositions which torpedo his thoughts on Housing stocks. Mr. Miller states that the credit markets are not working, that credit market provide liquidity to function, and that when credit fails the economy starts to backfire. He goes on to state that the difference in 2007, is that problems are not confined to Wall St. If these statements are true, how can a company like Countrywide, E-Trade, or any home builder be undervalued?

These companies and their sectors rely on credit markets. Therefore, anyone can logically conclude that if credit markets do not work, the housing sector and mortgage lenders will continue to suffer. Please be carefully when reading exuberant comments on such value traps!

I enjoy Seeking Alpha, but the writers need to start providing data rather than general comments and assertions. An entire industry gets paid to do that, provide some value.]]> Thu, 15 Nov 2007 14:55:33 -0500
Note on Bill Miller: his letter to shareholders was quite interesting. Mr. Miller makes a few presuppositions which torpedo his thoughts on Housing stocks. Mr. Miller states that the credit markets are not working, that credit market provide liquidity to function, and that when credit fails the economy starts to backfire. He goes on to state that the difference in 2007, is that problems are not confined to Wall St. If these statements are true, how can a company like Countrywide, E-Trade, or any home builder be undervalued?

These companies and their sectors rely on credit markets. Therefore, anyone can logically conclude that if credit markets do not work, the housing sector and mortgage lenders will continue to suffer. Please be carefully when reading exuberant comments on such value traps!

I enjoy Seeking Alpha, but the writers need to start providing data rather than general comments and assertions. An entire industry gets paid to do that, provide some value.]]> http://seekingalpha.com/article/54163/comments?source=feed#comment-101915 101915 Wed, 14 Nov 2007 08:35:25 -0500 http://seekingalpha.com/article/54013/comments?source=feed#comment-101825 101825
Anyone who reads this article needs to read Ms. Alexis's bio. You will then realize that this article should not be on this website. A Financial Planner should not be moonlighting as an equity researcher on a public website writing about her former employer.]]> Tue, 13 Nov 2007 14:06:15 -0500
Anyone who reads this article needs to read Ms. Alexis's bio. You will then realize that this article should not be on this website. A Financial Planner should not be moonlighting as an equity researcher on a public website writing about her former employer.]]> http://seekingalpha.com/article/54013/comments?source=feed#comment-101824 101824
Execution and franchise mean nothing when the underlying business is going to possibly die. Furthermore, if ETFC is a BK candidate, why would anyone buy it now? A purchaser will get a better deal in bankruptcy proceedings, meaning all equity will be wiped out.

This stock should not even be termed speculation right now. Rather, you investment falls into the reckless abandon category.



]]> Tue, 13 Nov 2007 13:47:07 -0500
Execution and franchise mean nothing when the underlying business is going to possibly die. Furthermore, if ETFC is a BK candidate, why would anyone buy it now? A purchaser will get a better deal in bankruptcy proceedings, meaning all equity will be wiped out.

This stock should not even be termed speculation right now. Rather, you investment falls into the reckless abandon category.



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