kotika98

Total Rating:
+1 / -1

75 Comments

    • Tue Sep 30th 09:19 AM | Rating: 0 0
      Commented on:
      Research in Motion Stock Set for Upward Motion
      yes, and where is all this naivete coming from about "investing" for the future? That seems just like the socialist notion that companies should think of the long-term, and not maximize short-term profits. If RIM were really increasing its R&D expenditures voluntarily right now, it woul be in anticipation of some major product cycle - and i just dont think that is the case! More likely they have been capitalizing some of the product development and launch expenses, and now decided that its time to start recognizing those expenses. To the naked eye that would look like an increase in R&D...
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    • Tue Sep 30th 09:11 AM | Rating: 0 0
      Commented on:
      Research in Motion Stock Set for Upward Motion
      the reason stocks like RIM tank after a miss is that the well being of the executives depends heavily on the company making its numbers. when reporting time comes every possible accounting trick will be pulled out in order to make the numbers. In case its still not possible to do it, even by a penny, it means that things have significantly deteriorated. Sure, its still growing, just not fast enough to justify a 40 PE multiple. That all folks!
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    • Sat Sep 27th 11:26 AM | Rating: 0 0
      Commented on:
      I'm Speechless: Palin on the Bailout
      > I am moving to Canada, lock, stock and barrel.
      > Oh and getting ready to sell the US dollar BIG TIME.

      it seems to me that not only the politicians are fond of lying about what they will AFTER the election, but average american shmoe enjoys doing it too - without thinking twice whether it is even remotely credible!

      View article »
    • Tue Sep 16th 14:11 PM | Rating: 0 0
      Commented on:
      Investment Banks, R.I.P.
      Have you guys all forgotten that Citadel is the new investment bank? It is doing fine, thank you...

      Another thing people forget is that sure, there were voices saying that investment banks and banks should stick to facilitating, and not turn themselves into a hedge fund risking their own capital. But the specific entities mentioned tended to be Deutche Bank and Goldman, not all these other guys who are now proven to have been clueless.
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    • Tue Sep 16th 14:00 PM | Rating: 0 0
      Commented on:
      Short Investors Take Notice of AIG and MetLife
      Thanks for the nice graph! The stock price is rising at the same time as the short interest is rising.

      if there was ever a financial company with a "chicken little" attitude which should save it in this crisis it would be MET.
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    • Thu Sep 11th 09:33 AM | Rating: 0 0
      Commented on:
      Can Gold Be Suppressed Indefinitely?
      > A dollar is supposed to represent a share in the collective wealth of a nation.

      Oh.. really? Who said so? And what the h*ll is this "collective wealth"?
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    • Tue Sep 9th 11:30 AM | Rating: 0 0
      Commented on:
      The US Treasury Gave $10bn (and Maybe More) to China
      they havent "made" any money, they just got some of their paper loss reduced.
      View article »
    • Tue Sep 9th 11:20 AM | Rating: 0 0
      Commented on:
      Will 2 and 20 Soon Be Gone?
      Funds making their investors 15% before fees are charging them 2+3=5% in fees. This does seem a bit excessive, if you consider that 10% returns net of fees are available in an index fund.
      View article »
    • Fri Sep 5th 10:18 AM | Rating: 0 0
      Commented on:
      The End of the End-of-the-World Trade
      I used to be that commodities were understood to be the ultimate business cyclical sector - when economy was strong commodities were up very strongly, and vice versa. And clearly this is still the case - the bullish case for commodities was always based on the 12% growth in China and India. So the negative correlation of commodities to stocks is a bogus notion - except in case of serious geopolitical instability where you'd expect gold and oil to shoot up.
      So, to believe that as the end-of-the-world is approaching and be buying commodities is sheer stupidity - because by definition end-of-the-world really means a serious recession in china.
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    • Fri Aug 29th 12:03 PM | Rating: 0 0
      Commented on:
      Thoughts on Mohamed El-Erian's 'When Markets Collide'
      So, actually valuations on US stocks are more reasonable than most of those crazy emerging markets which can go up and down by 30-40% in any year. And the public debt is quite low, relative to the size of the US economy.
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    • Fri Aug 29th 12:00 PM | Rating: 0 0
      Commented on:
      Thoughts on Mohamed El-Erian's 'When Markets Collide'
      He has well earned his reputation, but clearly wrong on both US equities and bonds. Equities - because most american large companies are global corporations who DO benefit from world growth. And bonds because the US government is not heavily into debt - total debt to GDP is around 35% which is far far lower than every other industrialized country.

      Debt_to_Nominal_GDP_Ch...
      en.wikipedia.org/wiki/...
      View article »
    • Mon Aug 25th 12:50 PM | Rating: 0 0
      Commented on:
      The Real Story of Precious Metals' Returns
      By definition, gold's after-inflation return is 0.0% in the long run. There is plentiful literature to support this view - which is that gold buys approximately the same amount of food and clothing in the long run. Long run means roughly a few centuries that are covered in Adam Smith's book, plus as far as i understabd ancient rome had approximately the same prices for foodstuffs as they are now.

      So, if you include the cost of capital, holding gold is an investment that sets you back in the long run. The only reason that you got this +4% return is that the price was artificially low for quite some time when Nixon freed it.
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    • Mon Aug 25th 12:50 PM | Rating: 0 0
      Commented on:
      The Real Story of Precious Metals' Returns
      By definition, gold's after-inflation return is 0.0% in the long run. There is plentiful literature to support this view - which is that gold buys approximately the same amount of food and clothing in the long run. Long run means roughly a few centuries that are covered in Adam Smith's book, plus as far as i understabd ancient rome had approximately the same prices for foodstuffs as they are now.

      So, if you include the cost of capital, holding gold is an investment that sets you back in the long run. The only reason that you got this +4% return is that the price was artificially low for quite some time when Nixon freed it.
      View article »
    • Thu Jul 17th 12:42 PM | Rating: 0 0
      Commented on:
      Brazil’s Soybean Problem Creates Profit Opportunity
      sweet, but is this something new?
      View article »
    • Thu Jul 17th 09:23 AM | Rating: 0 0
      Commented on:
      Numbers Check on Sears Holdings - It's Cheap
      i like clever arguments about value of this or that stock, IF its new and original. In this case the play is several years "new", and widely followed and reported on ad nauseum in every major newspaper and wire service...
      And whats this nonsense with a 10-12 times cash flow multiple? We are in the middle of a recession with plenty businesses selling at half that multiple.
      View article »
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