mkreisel

Total Rating:
+3 / -5

266 Comments

    • Thu Feb 14th 21:22 PM | Rating: 0 0
      Commented on:
      UBS Sees Trouble Ahead for Cable Stocks
      What a great contrarian indicator! CMCSA beats, restarts dividend, shares up 8%.
      View article »
    • Thu Feb 14th 18:10 PM | Rating: 0 0
      Commented on:
      Chipotle Mexican Grill: Does the Growth Justify the Price?
      CMG missed by 2 cents, lowered guidance, stock down 15% AH.

      The author was right: the price was too high.

      The analyst downgrade wasn't bogus, it was spot on!
      View article »
    • Thu Feb 14th 15:06 PM | Rating: 0 0
      Commented on:
      The Most Bullish Sign I've Seen In Awhile
      "Fears over the economy and corporate profitability have stimulated a rise in portfolio cash levels to an average of 4.7 percent, up from 3.9 percent in January."

      4.7% cash level is still pathetically low. During the short bear market of 1990, stock mutual funds had 12% of their assets in cash, and money market fund assets outnumber equity fund assets by 2:1, today this ratio is exactly inverted.
      View article »
    • Wed Feb 13th 19:11 PM | Rating: 0 0
      Commented on:
      Yahoo Staffers Clogging the Exits
      Tech companies such as MSFT and YHOO are SOLELY built around people. When good people leave, they will soon be worth little.
      View article »
    • Wed Feb 13th 19:09 PM | Rating: 0 0
      Commented on:
      Is Yahoo Really Worth More Than Microsoft Offered?
      If MSFT does not acquire YHOO, both are lost. If MSFT acquires YHOO, there is at least some hope. Steve Ballmer knows this and he will not walk away, neither can he afford to piss off Yahoo too badly.
      View article »
    • Wed Feb 13th 14:43 PM | Rating: 0 0
      Commented on:
      Legg Mason: Microsoft Needs to Sweeten Its Yahoo Offer
      Now it all depends on Capital Research, the largest Yahoo shareholder.

      My bet is that it will have a similar attitude as Legg Mason.
      View article »
    • Tue Feb 12th 23:15 PM | Rating: 0 0
      Commented on:
      Buffett's Offer: Great for Him, Terrible for Bond Insurers
      Bond insurers messed up, and they deserve to be punished by the market forces. But there is no reason to punish all the municipal bond issuers. What Buffett is trying to do is to make (big) money for himself, bail municipalities out, and screw over the bond insurers.

      Nobody would shed any tears for them except their unfortunate stock holders.
      View article »
    • Sun Feb 10th 18:12 PM | Rating: 0 0
      Commented on:
      UBS Sees Trouble Ahead for Cable Stocks
      Where was the guy when CMCSA was close to 30?
      View article »
    • Fri Feb 8th 12:54 PM | Rating: 0 0
      Commented on:
      Jamba Juice: The Worst Already Factored In
      Cheap alone doesn't make it attractive. Just because it can't go lower doesn't mean it will go up. I have 1000 shares bought at 3, but I don't see the need to add more until earnings start get better.
      View article »
    • Fri Feb 8th 12:48 PM | Rating: 0 0
      Commented on:
      Walgreen: Attractive Valuation and Growth Story
      Also, how much future growth can WAG have from a store count of 5500? Pharmacy is not something easily expanded to international markets because every country has its own rules.
      View article »
    • Fri Feb 8th 12:38 PM | Rating: 0 0
      Commented on:
      Tech Sector Valuation Back To Historical Lows
      1995's tech valuation is hardly at historical low.

      Why is there no earlier data? I'm sure the valuation for tech looked a lot lower in 1990, 1988, and 1982.
      View article »
    • Thu Feb 7th 22:09 PM | Rating: 0 0
      Commented on:
      Air T vs. Apple? Not Even Close
      Well, if you take a P/E=10 company and assumes 20% annual growth for the next 10 years, of course it will look undervalued at current price.

      But what are the odds of that happening? Do you think the market is really that inefficient and stupid?

      Thus your comparison is bogus. If you want to illustrate the virtue of low P/E stocks, Coach and Starbucks are far better candidates.
      View article »
    • Thu Feb 7th 21:24 PM | Rating: 0 0
      Commented on:
      Google Traffic Significant in Only Four Areas
      If you had worked in those organizations, you would have a better idea about Mr Barta's comments.

      Microsoft is not far away from the Dilbertesque organizational nightmare. It's not there yet, but pointed-haired bosses are clearly on the advance.
      View article »
    • Wed Feb 6th 03:44 AM | Rating: 0 0
      Commented on:
      Chinese Consumers Like Safety, Too
      You clearly don't know what the Chinese have to put up with in their home country, omooc.

      If you understand Chinese and read their news, you would have a better appreciation of living in the United States of America.
      View article »
    • Tue Feb 5th 23:40 PM | Rating: 0 0
      Commented on:
      A Closer Look at Apple Stock
      DCF is just that: garbage-in and garbage-out.

      For high growth companies, it's quite useless.

      When you can't get the basic business assumptions right, your growth rate assumptions are completely meaningless.

      To value AAPL, one must follow its progress in its product lines and determine a suitable multiple for that progress. No one, including Steve Jobs, will be able to forecast where AAPL will be 5 years from now (if he did, he would not have converted his options into restricted stock units in 2003 and thus forfeited at least $2B in profits). Terminal growth rate for AAPL? Gimme a break!
      View article »
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