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mkreisel
241 Comments
Buffett's MidAmerican Energy To Buy Constellation [view article]
Moody's downgrade, and Buffett swoops in.Do you see the link here? Sep 18 11:44 PM
Buffett Warned Us in 2003 [view article]
Lots of funny comments here.It seems nobody understands what great deals those Buffett index puts are! Well, written puts backed up by cash is nothing but well-paid limit buy orders! They are only dangerous if one's buying can't cover the entire liabilities.
Sep 18 11:43 PM
AIG Bailout Signals End to American Values [view article]
This AIG deal is highway robbery committed by the US government against AIG shareholders.Before you die-hard "moral hazardist" start having knee-jerk convulsions, please use your brain first. Sep 18 11:38 PM
America Buys AIG [view article]
This is a very good deal for the government and American people. Some of the whiners just don't get it. Sep 16 10:31 PMRussia: Now vs. 1998 [view article]
Russia chronically trashes individual property rights.What's new? Sep 13 06:20 PM
T. Boone Pickens' Stocks Struggle [view article]
Some ignorant types just crack me up. Maybe Socialism is really needed to give them a better education.But the fact that KBR drops 50% during such a short time period is still amazin. It just shows that if everyone is on the same side of a trade, you gotta take the opposite position regardless how great the underlying fundamental story sounds. Sep 11 05:52 PM
Oil Inventories [view article]
I concur, that Danny has no clue about how screwed up EU and Japan already are. Even the tough Koreans are openly talking about "financial crisis".Sep 11 02:11 AM
The Most Important Fact To Know About Oil Investing [view article]
Very good article, very refreshing.Sep 04 10:57 PM
How Much Longer Can Money Managers Hang in Behind Energy? [view article]
Even with 50-60 dollar oil, COP and XOM are printing money. Sep 01 07:39 PMDell's Competitive Moves Make Sense [view article]
They will all go down. But as the lowest cost provider, DELL should suffer less than other high-fliers.AAPL, with hordes of retail suckers, will fall down the hardest. Sep 01 07:21 PM
Wal-Mart vs. eBay: Which is a Safer Stock to Own? [view article]
AMZN will do to EBAY as what GOOG did to YHOO.Sep 01 06:52 PM
Anyone Want a Cheap Coca-Cola? [view article]
KO's P/E was over 60 in 1999, its EPS was 0.98 vs 1.42 in 1998, and you call that "value"? No wonder you have trapped for almost a decade!KO makes 2.47 per share today, and I don't think it's a great value yet.
When Buffett bought KO for 5.5 split adjusted in 1988, it was making 0.37 a share and growing much faster than today. That was some decent value! Sep 01 06:48 PM
Solar Breaks Oil Price Dependence [view article]
The biggest risk for solar industry is an oil price crash. Sep 01 06:40 PMSolar Breaks Oil Price Dependence [view article]
Seeing so many stupid relies, it's no wonder that so many small speculators are wiped out at some point. Sep 01 06:39 PMEnergy Firms Should Look to U.S. Shale - Barron's [view article]
Oil sand is difficult enough to extract, just ask Suncor how expensive (in terms of energy as well) it is to extract.Oil shale is by magnitudes more difficult to produce.
It ought be cheaper to develop nuclear, solar, and wind. Aug 31 06:57 PM