mkreisel

Total Rating:
+3 / -5

266 Comments

    • Fri Aug 29th 01:39 AM | Rating: 0 0
      Commented on:
      The Long Case for Pfizer
      No, PFE is the 2nd largest position at Bruce Berkowitz's FAIRX. Check out its SEC for yourself!
      View article »
    • Wed Aug 27th 19:41 PM | Rating: 0 0
      Commented on:
      Mindless Churn in Trendless Market
      This time is more like 1974 than 1994.

      Yeah baby, buy buy buy!
      View article »
    • Wed Aug 27th 00:53 AM | Rating: 0 0
      Commented on:
      Looming Financial Catastrophe: A Real Inconvenient Truth
      Lots of bitter comments.

      It's time for change, and lots of inflexible ideologues will be wiped out in the coming turmoils. Bill Miller is shaping up to become one soon.
      View article »
    • Tue Aug 26th 17:14 PM | Rating: 0 0
      Commented on:
      Berkshire Hathaway: Like a Kid in a Candy Store
      Warren paid around 45 for his PKX.
      View article »
    • Mon Aug 25th 19:39 PM | Rating: 0 0
      Commented on:
      Outlook for Oil Services and Drilling
      RIG acts awfully weak vs other offshore plays. Something is not right.
      View article »
    • Mon Aug 25th 14:11 PM | Rating: 0 0
      Commented on:
      Berkshire Hathaway: Like a Kid in a Candy Store
      If Buffett had sold his COP, he wouldn't have flown out to the oil sand country. I guess someone never bothers to read the 13F-HR, but instead relies on BS from the financial media.
      View article »
    • Mon Aug 25th 01:40 AM | Rating: 0 0
      Commented on:
      The Long Case for Pfizer
      People will pay ANYTHING for life-saving drugs; but people can lead perfectly happy lives without iPods.

      That being said, the real concern for Pfizer is that it hasn't invented anything decent for almost a decade, despite burning billions and billions of cash in R&D.
      View article »
    • Sun Aug 24th 13:09 PM | Rating: 0 0
      Commented on:
      iRobot IPO vs. WowWee's Pseudo IPO
      Looks like you need to find some bagholders here?
      View article »
    • Sun Aug 24th 13:07 PM | Rating: 0 0
      Commented on:
      China and Starbucks' Late Stage Growth Obesity
      China needs wage inflation because wages are still too low there.
      View article »
    • Sun Aug 24th 12:59 PM | Rating: 0 0
      Commented on:
      Bank Insiders Made Out Like Bandits
      And how about those morons at WB who bought tons of their own stocks in Nov 2007?

      Of course, AEO boss Schottenstein bought a bunch in Sep 2007. Look how deep under water he already is.

      The guy at CWTR has better timing, sold a lot at 30 and bought back a lot at 5. The stock is at 6 right now.

      GOOG insiders have been selling like there is no tomorrow ever since Jan 2005. Should you ignore the stock or even go short it back then?
      View article »
    • Sun Aug 24th 12:49 PM | Rating: 0 0
      Commented on:
      Bank Insiders Made Out Like Bandits
      Why not do the same analysis for AAPL, AMZN, BRCM, CSCO, EBAY, FSLR, GOOG, INTC, MSFT, QCOM, XOM, and YHOO?

      Let me tell you something: insiders at WFC aren't selling much at all, at least a lot less than those insiders at railroad companies, which were heavily pumped by Barron's a couple of weeks ago.
      View article »
    • Sun Aug 24th 02:39 AM | Rating: 0 0
      Commented on:
      Canadian Oil Sands: Gates and Buffett Visit
      It's not to late to get a degree in petroleum engineering.
      View article »
    • Sat Aug 23rd 19:36 PM | Rating: 0 0
      Commented on:
      Money Managers and the Berkshire Hurdle
      BRK.A is not very attractive at moment:

      1. We are in a bear market, and bear will get everyone in the end. BRK.A lost 50% in 1974, 35% in 1990, and 40% during the value stock bear market between 1998-2000. This stock is not immune from general market declines.

      2. Insurance is in a cyclical decline. After several hurricane-free years, people get gaga again in the supercat business; on the auto side, there seems to be a major price war going on. I'm receiving "lowest price" solicitations from AIG, Allstate, Farmers, State Farm and etc almost on a daily basis. In a climate of rising inflation and higher claims down the road, declining insurance premiums is the last thing a P/C company needs.

      3. Valuation for BRK.A is not that great either. It looks cheap compared to the bubblicious late 90s, but is at least 30% more expensive than the 1990 low. Even as late as 1988, BRK.A traded at 1.0 times book when it was a lot smaller, growth prospect a lot better, and Buffett a lot younger.
      View article »
    • Sat Aug 23rd 19:23 PM | Rating: 0 0
      Commented on:
      Canadian Oil Sands: Gates and Buffett Visit
      Open pit mining uses up lots of water, but not much NG;

      In-situ SAGD process uses up lots of NG, but very little water.

      Locals certainly don't like deteriorating environments, but energy, jobs, and money are more important for most people.
      View article »
    • Sat Aug 23rd 19:19 PM | Rating: 0 0
      Commented on:
      Verizon, Google: Getting Chummy on Mobile Search?
      It looks like Google + Verizon vs Apple + AT&T in the mobile arena.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»