SmartGuyStocks.com's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/116093/comments http://seekingalpha.com/article/62695-american-softwares-hidden-asset-takes-a-dive?source=feed#comment-114044 114044 Fri, 01 Feb 2008 10:31:52 -0500 http://seekingalpha.com/article/62695-american-softwares-hidden-asset-takes-a-dive?source=feed#comment-114043 114043 Fri, 01 Feb 2008 10:26:02 -0500 http://seekingalpha.com/article/61834-ben-stein-watch-fairly-easy-economics?source=feed#comment-113235 113235
smartguystocks.com/?p=...]]> Mon, 28 Jan 2008 11:28:49 -0500
smartguystocks.com/?p=...]]> http://seekingalpha.com/article/61643-apple-at-135-low-hanging-fruit?source=feed#comment-112910 112910 Fri, 25 Jan 2008 22:36:57 -0500 http://seekingalpha.com/article/61016-blood-on-the-street-means-opportunity?source=feed#comment-112687 112687
I read this same stuff everyday while the dotcom bubble burst. Lesson learned: do not go long without a major catalyst and evidence that the economy is strengthening. Otherwise, you are simply gambling.

We had 4 years of strong buying, so a couple weeks of strong selling is not the panic discussed in history books. Blood is when you can buy the blue chips for pennies on their future dollars of cash flow. We are not even close ...]]> Thu, 24 Jan 2008 17:09:21 -0500
I read this same stuff everyday while the dotcom bubble burst. Lesson learned: do not go long without a major catalyst and evidence that the economy is strengthening. Otherwise, you are simply gambling.

We had 4 years of strong buying, so a couple weeks of strong selling is not the panic discussed in history books. Blood is when you can buy the blue chips for pennies on their future dollars of cash flow. We are not even close ...]]> http://seekingalpha.com/article/60723-monsanto-won-t-stay-this-cheap-for-long-ms?source=feed#comment-111435 111435 Fri, 18 Jan 2008 14:30:06 -0500 http://seekingalpha.com/article/60709-hewlett-packard-looks-recession-proof?source=feed#comment-111428 111428 Fri, 18 Jan 2008 14:07:56 -0500 http://seekingalpha.com/article/60628-market-indices-in-free-fall?source=feed#comment-111205 111205 Thu, 17 Jan 2008 17:52:37 -0500 http://seekingalpha.com/article/60317-what-is-intel-really-worth?source=feed#comment-110768 110768
Go back to digging up shenanigans by sourcing your contacts ... otherwise you will quickly lose your premium too. ]]> Wed, 16 Jan 2008 10:59:25 -0500
Go back to digging up shenanigans by sourcing your contacts ... otherwise you will quickly lose your premium too. ]]> http://seekingalpha.com/article/60126-recession-a-self-fulfilling-media-prophecy?source=feed#comment-110372 110372
Second, if everyone was overly bullish in Dec. 2006, there was still some awesome gains before peaking in October 2007. Thus, there is no info to trade here. We may have to wait until fall (the season) before EVERYONE is in fear ...]]> Mon, 14 Jan 2008 19:34:22 -0500
Second, if everyone was overly bullish in Dec. 2006, there was still some awesome gains before peaking in October 2007. Thus, there is no info to trade here. We may have to wait until fall (the season) before EVERYONE is in fear ...]]> http://seekingalpha.com/article/60138-dissecting-mr-market-s-bad-breadth?source=feed#comment-110370 110370 Mon, 14 Jan 2008 19:27:55 -0500 http://seekingalpha.com/article/60099-bullish-on-solar-energy-bearish-on-solar-stocks?source=feed#comment-110229 110229 Mon, 14 Jan 2008 13:11:36 -0500 http://seekingalpha.com/article/59876-five-investing-pitfalls-1-long-only?source=feed#comment-110223 110223 Mon, 14 Jan 2008 12:44:13 -0500 http://seekingalpha.com/article/59050-interview-master-of-the-debt-universe?source=feed#comment-109825 109825
Great points. However, my guest said credit cards were next, and they were. I don't understand the whole first part of your comment given that this was discussed.
Second, we did consider exploring CMBS, but the problems there are very small at the moment, and I was looking to give people a view at what is happening NOW in the pits, not create a comprehensive list of all the possible things that could go wrong (and Portfolio already had a CMBS article the same week).

I am sorry you already knew everything in the interview. We happened to receive a large amount of emails thanking us for the insights because most people are not as educated as you.

We can't please everyone, and we are not an academic site. But we will keep your criticism in mind for our upcoming interviews.]]> Sat, 12 Jan 2008 15:05:01 -0500
Great points. However, my guest said credit cards were next, and they were. I don't understand the whole first part of your comment given that this was discussed.
Second, we did consider exploring CMBS, but the problems there are very small at the moment, and I was looking to give people a view at what is happening NOW in the pits, not create a comprehensive list of all the possible things that could go wrong (and Portfolio already had a CMBS article the same week).

I am sorry you already knew everything in the interview. We happened to receive a large amount of emails thanking us for the insights because most people are not as educated as you.

We can't please everyone, and we are not an academic site. But we will keep your criticism in mind for our upcoming interviews.]]> http://seekingalpha.com/article/59195-2008-crystal-balls-are-bad-for-your-health?source=feed#comment-109824 109824
If my thesis is as obvious as you say, why is Barnes & Nobles filled with 2008 predictions, and why do the masses keep falling for this garbage?

You may be insightful, but the history of Wall Street and investing evidence that you are indeed rare.]]> Sat, 12 Jan 2008 14:56:20 -0500
If my thesis is as obvious as you say, why is Barnes & Nobles filled with 2008 predictions, and why do the masses keep falling for this garbage?

You may be insightful, but the history of Wall Street and investing evidence that you are indeed rare.]]> http://seekingalpha.com/article/59832-be-a-myth-buster-active-value-investing-book-excerpt?source=feed#comment-109796 109796 Sat, 12 Jan 2008 11:04:59 -0500 http://seekingalpha.com/article/59488-is-there-a-bull-case-for-u-s-financials?source=feed#comment-109754 109754 Fri, 11 Jan 2008 20:32:57 -0500 http://seekingalpha.com/article/59859-research-in-motion-downgraded-by-longtime-bull?source=feed#comment-109724 109724 Fri, 11 Jan 2008 17:59:46 -0500 http://seekingalpha.com/article/59666-the-big-rollover-is-officially-here?source=feed#comment-109506 109506
As my grandfather who was a child during the Depression said, "Those times are over. Only an invasion of the US could cause something on that scale."]]> Thu, 10 Jan 2008 16:42:15 -0500
As my grandfather who was a child during the Depression said, "Those times are over. Only an invasion of the US could cause something on that scale."]]> http://seekingalpha.com/article/59498-signals-of-the-next-cycle?source=feed#comment-109447 109447
Incoming information suggests that the outlook for economic activity for this year has worsened and that the "downside risks to growth have become more pronounced," Bernanke warned.

A housing slump, weaker home values, harder-to-get credit and high energy prices all "seem likely to weigh on consumer spending as we move into 2008," Bernanke said.]]> Thu, 10 Jan 2008 13:21:43 -0500
Incoming information suggests that the outlook for economic activity for this year has worsened and that the "downside risks to growth have become more pronounced," Bernanke warned.

A housing slump, weaker home values, harder-to-get credit and high energy prices all "seem likely to weigh on consumer spending as we move into 2008," Bernanke said.]]> http://seekingalpha.com/article/59708-this-bear-s-just-about-played-out?source=feed#comment-109446 109446
Incoming information suggests that the outlook for economic activity for this year has worsened and that the "downside risks to growth have become more pronounced," Bernanke warned.

A housing slump, weaker home values, harder-to-get credit and high energy prices all "seem likely to weigh on consumer spending as we move into 2008," Bernanke said.]]> Thu, 10 Jan 2008 13:19:28 -0500
Incoming information suggests that the outlook for economic activity for this year has worsened and that the "downside risks to growth have become more pronounced," Bernanke warned.

A housing slump, weaker home values, harder-to-get credit and high energy prices all "seem likely to weigh on consumer spending as we move into 2008," Bernanke said.]]> http://seekingalpha.com/article/59708-this-bear-s-just-about-played-out?source=feed#comment-109428 109428
And that is why we have room to fall ...]]> Thu, 10 Jan 2008 12:04:36 -0500
And that is why we have room to fall ...]]> http://seekingalpha.com/article/59472-wisdomtree-etfs-too-complex-too-expensive?source=feed#comment-109424 109424
smartguystocks.com/?p=...]]> Thu, 10 Jan 2008 11:56:44 -0500
smartguystocks.com/?p=...]]> http://seekingalpha.com/article/59713-ready-for-u-s-banks-to-be-nationalized?source=feed#comment-109422 109422
Smart people know that money works on the same blind faith as religion. But, hey, religion has had some firm staying power -- so why not the market for exchanging goods and services for IOU's? Most people aren't interested in losing their jobs and learning how to farm in order to re-instate the gold standard. Frankly, people love credit because they would have MUCH LESS without the borrowed dollars. Even the poor in the US have cable TV, cell phones, and are over weight. Who is going to start a revolution and jeopardize that?

You are a wonderful person for exposing the issues with our system, but the extreme talk keeps the mainstream from paying attention to the important things you have to say ...]]> Thu, 10 Jan 2008 11:49:16 -0500
Smart people know that money works on the same blind faith as religion. But, hey, religion has had some firm staying power -- so why not the market for exchanging goods and services for IOU's? Most people aren't interested in losing their jobs and learning how to farm in order to re-instate the gold standard. Frankly, people love credit because they would have MUCH LESS without the borrowed dollars. Even the poor in the US have cable TV, cell phones, and are over weight. Who is going to start a revolution and jeopardize that?

You are a wonderful person for exposing the issues with our system, but the extreme talk keeps the mainstream from paying attention to the important things you have to say ...]]> http://seekingalpha.com/article/59674-investment-banks-look-good-in-08?source=feed#comment-109411 109411
Good luck.]]> Thu, 10 Jan 2008 11:12:31 -0500
Good luck.]]> http://seekingalpha.com/article/59708-this-bear-s-just-about-played-out?source=feed#comment-109410 109410
With all do respect, you are merely encouraging those with no real time information to bottom fish. Once again, you can find thousands of articles like this from 2000-2001 ...

What is the catalyst for the turnaround? Housing is still in free fall, retail numbers were horrific, casual dining is slowing fast, credit card defaults are on the rise, and employment is softening.

Like you, I would love to be a bull, but there is no evidence to support going long yet ...]]> Thu, 10 Jan 2008 11:07:28 -0500
With all do respect, you are merely encouraging those with no real time information to bottom fish. Once again, you can find thousands of articles like this from 2000-2001 ...

What is the catalyst for the turnaround? Housing is still in free fall, retail numbers were horrific, casual dining is slowing fast, credit card defaults are on the rise, and employment is softening.

Like you, I would love to be a bull, but there is no evidence to support going long yet ...]]> http://seekingalpha.com/article/59606-seeking-stocks-with-cheap-safe-dividend-streams?source=feed#comment-109271 109271
You look young enough, why are you looking for yield? This is the time of your life to invest in the best and fastest growing companies of our generation. Those others will not make you rich ... ]]> Wed, 09 Jan 2008 17:42:05 -0500
You look young enough, why are you looking for yield? This is the time of your life to invest in the best and fastest growing companies of our generation. Those others will not make you rich ... ]]> http://seekingalpha.com/article/59529-mark-cuban-is-the-stock-market-still-for-suckers?source=feed#comment-109267 109267 Wed, 09 Jan 2008 17:35:37 -0500 http://seekingalpha.com/article/59513-starbucks-still-not-so-hot?source=feed#comment-109216 109216
As the article noted above, SBUX has a lot to do to turn the ship ...]]> Wed, 09 Jan 2008 13:11:26 -0500
As the article noted above, SBUX has a lot to do to turn the ship ...]]> http://seekingalpha.com/article/59551-why-i-m-buying-circuit-city-calls?source=feed#comment-109181 109181
I think it's cool of you to go out on a limb and write the article, but I think you need to be clearer that this is Vegas-style investing. This company has horrible management, the commission style employee pay doesn't work, BBY is CRUSHING this company, we are entering the worst time of year for retailers (no matter the strength of an economy), and the credit markets are horrible for a buyout.

The title of this article should be: Taking a Complete Gamble and Praying for a Buyout.

I only mention this for those who may be less aware how speculative this is ...]]> Wed, 09 Jan 2008 10:52:19 -0500
I think it's cool of you to go out on a limb and write the article, but I think you need to be clearer that this is Vegas-style investing. This company has horrible management, the commission style employee pay doesn't work, BBY is CRUSHING this company, we are entering the worst time of year for retailers (no matter the strength of an economy), and the credit markets are horrible for a buyout.

The title of this article should be: Taking a Complete Gamble and Praying for a Buyout.

I only mention this for those who may be less aware how speculative this is ...]]>