kotika98

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75 Comments

    • Thu May 29th 21:16 PM | Rating: 0 0
      Commented on:
      WuXi Pharmatech Reports Another Healthy Quarter
      demographics? the china demographics is no good, no matter how you look at it. China too, has its postwar "boom" generation which is powering all of the economic growth, but down the line, we are looking at labor shortage due to the one-child only policy... and all the same problems as in europe and japan of having two retired persons for every working taxpayer.
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    • Thu May 29th 20:52 PM | Rating: 0 0
      Commented on:
      Citadel Infuses E*Trade with Strong, Experienced Management
      typically, you can expect that citadel was the first one to short the stock, and the deal they struck is so that they can cover their short. so instead of buying on the open market and getting killed in a short sqeese they can buy the stock from the co itself, at a discount. sweet.
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    • Thu May 29th 20:39 PM | Rating: 0 0
      Commented on:
      Is it Better to Remain a Renter or Buy a House?
      your australian couple seem to be alot more sharp financially than yourself. after making the unquestionably true statement that renting is cheaper than buying, and that renting has allowed them to concentrate a substantial portfolio of appreciating assets, they are asking if they should also invest into real estate at the portfolio level. the answer is yes, one should invest,through carefully chosen REIT funds which by the way invest typically into office, retail and undustrial real estate and not into "houses". so all that bs about house prices is totally irrelevant.
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    • Tue May 6th 08:54 AM | Rating: 0 0
      Commented on:
      Saut: Are We Entering a New Kind of Investment Environment?
      is this one of those stocks will go down before they go up calls? sure sounds like it.
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    • Sun May 4th 00:58 AM | Rating: 0 0
      Commented on:
      The Liquidity Tsunami
      I think whats needed is to subject the investment banks, well...hmm... - to good old fashioned banking regulations, starting with reserve requirements. Just because they dont have the word "bank" in their names, doesnt mean we call them that for a reason.
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    • Thu May 1st 12:25 PM | Rating: 0 0
      Commented on:
      Ten Things Everyone Should Know About the VIX
      The statement about not being possible to trade spot VIX is incorrect - if it were not possible to "trade" the spot VIX, the futures would never been launched. Having said that, you need to be able to buy/sell a specific package of Calls and Puts on the S&P500 index in order to achieve that. A retail investor would likely not be able to come up with the margin requirement for all those options.
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    • Tue Apr 29th 09:51 AM | Rating: 0 0
      Commented on:
      Is Bill Miller Losing His Touch?
      all this brouhaha proves that as an investor, you must find promising managers before the fact, meaning by the time the guy is on the cover of Barrons for beating the market for 15 years in a row it is way too late! and there is no reason to get into why that may be so...
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    • Mon Apr 28th 23:39 PM | Rating: 0 0
      Commented on:
      Distinction Between Hard and Soft Assets
      blah....blah...blah...... coal and oil are hard assets, but MTL, BTU, XOM and all the others are paper assets by definition!
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    • Sat Apr 26th 11:01 AM | Rating: 0 0
      Commented on:
      Investing's Holy Grail: More Return, Less Risk
      I cant believe they are defining growth stock as the one with the higher P/E or P/FCF !? That the definition of the most overvalued. You should be comparing the low P/E stocks with the highest growth stocks. And anyway, in practice one should look for cheap stock with high growth, and no that is not an oxymoron logically, you just have to look harder.
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    • Mon Apr 21st 14:45 PM | Rating: 0 0
      Commented on:
      The On-the-Run Premium on Treasury Securities
      if you dont make a buck, at least you'll know whats wrong with these academic arguments.

      I can offer a few:
      1) the bid/ask spread on the off-the-run is much greater than 1/32
      2) people will arbitrage away the most obvious/easy irregularities first. Perhaps... this is not the most easy one in the treasury market.
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    • Mon Apr 21st 14:00 PM | Rating: 0 0
      Commented on:
      The On-the-Run Premium on Treasury Securities
      why havent you tried doing this yourself?
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    • Mon Apr 21st 10:19 AM | Rating: 0 0
      Commented on:
      A Crocs Play for Chickens
      Long stock + sell call = sell put
      (by put/call conversion parity)
      so in essence, you are selling 200 puts . No wonder your breakeven point is 10 - 2.80 = 7.20
      It is indeed a limited risk/limited reward situation, and will likely turn out profitable. After all the probability of Corcs going bankrupt is significanly less than 28% IMHO.
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    • Thu Apr 17th 21:33 PM | Rating: 0 0
      Commented on:
      It's Time to Focus on the Value of the Dollar
      BTW, What is the point of this article? Are you saying the Fed should not lower interest rates because inflation is high? At issue is not employment or inflation but the survival of the nations banks. Are you saying let the bastards go down the hole all together? (they are bastards for sure, but we do need them)
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    • Thu Apr 17th 21:15 PM | Rating: 0 0
      Commented on:
      It's Time to Focus on the Value of the Dollar
      dude, you should at least read newspapers more, if you cant read an economics book. Iraq was and is going through a huge economic boom. What is debatable whether its the massive amounts of american money flowing in that are causing it, or the free-market policies you are mentioning. I am not personally sure. Probably both.
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    • Wed Oct 10th 01:08 AM | Rating: 0 0
      Commented on:
      Shanghai's P/E Ratio Isn't High By Historic Measures
      yes, the P/E has been there before, but... the market didnt hit bottom for six years afterwards. In other words, the peak more or less coincides with the '99 peak in the US, but the chinese market did not start recovering until the start of 2006. So i'd venture to say people investing now will see losses for a prolonged period of time, and only then just starting to recover. How long will it take for the earnings to grow into the current valuation? It is hard to say, because i havent seen aggregate figures on chinese earnings growth, and as Amit pointed out, a big part of earnings gains might be just from speculation by the companies themselves. Certainly, the earnings at insurance and banks are fuelled by the stock market boom itself here in china.
      But i know from anecdotal stories, that every kind of company is parking its treasury cash in stocks.
      View article »
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