bsharvy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/117083/comments http://seekingalpha.com/article/174273-even-amazon-bears-are-bullish?source=feed#comment-769509 769509 Fri, 20 Nov 2009 15:02:12 -0500 http://seekingalpha.com/article/168065-e-trade-very-undervalued?source=feed#comment-725872 725872
Elephant in the room....]]> Thu, 22 Oct 2009 17:38:48 -0400
Elephant in the room....]]> http://seekingalpha.com/article/168065-e-trade-very-undervalued?source=feed#comment-725448 725448
Gross profit is very good relative to market cap. It may be a undervalued, but you have to gauge value relative to risk. How stable are its assets?

BTW, anybody know why Yahoo is reporting negative revenue? It seems to be a glitch.]]> Thu, 22 Oct 2009 13:04:41 -0400
Gross profit is very good relative to market cap. It may be a undervalued, but you have to gauge value relative to risk. How stable are its assets?

BTW, anybody know why Yahoo is reporting negative revenue? It seems to be a glitch.]]> http://seekingalpha.com/article/166065-the-most-expensive-us-market-of-all-time?source=feed#comment-713975 713975 Tue, 13 Oct 2009 12:22:20 -0400 http://seekingalpha.com/article/163616-is-china-really-such-a-great-investment?source=feed#comment-695696 695696 Japan 2.1 30.4
India 1.0 22.8
USA 1.9 19.0
China 2.6 16.9
UK 3.4 12.1
Brazil 3.5 11.8
Russia 1.2 7.1

Interesting that the UK is so cheap.

Disclosure: Short Japan (with EWV)]]> Tue, 29 Sep 2009 14:21:06 -0400 Japan 2.1 30.4
India 1.0 22.8
USA 1.9 19.0
China 2.6 16.9
UK 3.4 12.1
Brazil 3.5 11.8
Russia 1.2 7.1

Interesting that the UK is so cheap.

Disclosure: Short Japan (with EWV)]]> http://seekingalpha.com/article/163836-retail-firms-at-risk-for-bankruptcy?source=feed#comment-695690 695690
The list appear to be nothing but the results of a screener. It's really kind of silly to treat screener results as news.

A few days after this list, which includes MYL, was published, S&P boosted its rating of MYL:

"NEW YORK (AP) -- Standard & Poor's Ratings Services upgraded ratings on Mylan Inc., citing the drug developer's move to repay debt and improved margins.

S&P boosted its corporate credit rating on the Canonsburg, Pa.-based company to "BB" from "BB-." S&P also raised the senior secured rating to "BB+" from "BB," both of which are non-investment grade. The senior unsecured rating was raised to "BB-," from "B+." Also, the preferred stock rating moved up to "B" from "B-." All of the ratings are non-investment grade.

S&P said the outlook for the company is stable, based on improving operating performance that will likely be sustained.

"The upgrade of Mylan reflects its improved operating performance over the past year, success in integrating the Merck KGaA's generic business, significant reduction in leverage, and strong liquidity," ]]> Tue, 29 Sep 2009 14:12:25 -0400
The list appear to be nothing but the results of a screener. It's really kind of silly to treat screener results as news.

A few days after this list, which includes MYL, was published, S&P boosted its rating of MYL:

"NEW YORK (AP) -- Standard & Poor's Ratings Services upgraded ratings on Mylan Inc., citing the drug developer's move to repay debt and improved margins.

S&P boosted its corporate credit rating on the Canonsburg, Pa.-based company to "BB" from "BB-." S&P also raised the senior secured rating to "BB+" from "BB," both of which are non-investment grade. The senior unsecured rating was raised to "BB-," from "B+." Also, the preferred stock rating moved up to "B" from "B-." All of the ratings are non-investment grade.

S&P said the outlook for the company is stable, based on improving operating performance that will likely be sustained.

"The upgrade of Mylan reflects its improved operating performance over the past year, success in integrating the Merck KGaA's generic business, significant reduction in leverage, and strong liquidity," ]]> http://seekingalpha.com/instablog/366229-jim-van-meerten/28566-harman-har-sounds-great?source=feed#comment-695352 695352 Tue, 29 Sep 2009 11:57:19 -0400 http://seekingalpha.com/article/163200-grantham-expect-11-annual-return-from-quality-u-s-equities-outperformance-from-emerging-market-bonds?source=feed#comment-691128 691128 Fri, 25 Sep 2009 13:11:44 -0400 http://seekingalpha.com/article/151163-friedman-industries-ugly-and-undervalued?source=feed#comment-689799 689799 Thu, 24 Sep 2009 15:13:26 -0400 http://seekingalpha.com/article/163130-renewed-m-a-activity-boosts-profits-of-some-financials-but-goldman-still-lags-morgan?source=feed#comment-689749 689749 Thu, 24 Sep 2009 14:44:02 -0400 http://seekingalpha.com/article/162891-johnson-johnson-a-buy-on-early-expansion-weakness?source=feed#comment-688077 688077 Wed, 23 Sep 2009 15:53:51 -0400 http://seekingalpha.com/article/162021-20-companies-most-likely-to-go-bankrupt-in-next-year?source=feed#comment-682656 682656
finance.yahoo.com/tech...

They are just dividing the market cap by enterprise value. A stupid indicator of bankruptcy, since it doesn't even consider cash flow...

I thought seekingalpha had editors. What's the point of republishing something that is 1) simplistic and dumb, and 2) Yahoo has already published with more detail?]]> Fri, 18 Sep 2009 12:43:28 -0400
finance.yahoo.com/tech...

They are just dividing the market cap by enterprise value. A stupid indicator of bankruptcy, since it doesn't even consider cash flow...

I thought seekingalpha had editors. What's the point of republishing something that is 1) simplistic and dumb, and 2) Yahoo has already published with more detail?]]> http://seekingalpha.com/article/162021-20-companies-most-likely-to-go-bankrupt-in-next-year?source=feed#comment-682639 682639 Fri, 18 Sep 2009 12:36:37 -0400 http://seekingalpha.com/article/161327-dick-fuld-my-part-in-his-smouldering-resentment?source=feed#comment-676083 676083 Mon, 14 Sep 2009 13:24:12 -0400 http://seekingalpha.com/article/160270-cef-investors-can-t-expect-big-year-end-payouts?source=feed#comment-671280 671280 Thu, 10 Sep 2009 21:22:19 -0400 http://seekingalpha.com/article/160270-cef-investors-can-t-expect-big-year-end-payouts?source=feed#comment-666475 666475 Tue, 08 Sep 2009 11:24:21 -0400 http://seekingalpha.com/article/160098-why-i-m-adding-noble-and-seabridge?source=feed#comment-665807 665807 Tue, 08 Sep 2009 03:02:37 -0400 http://seekingalpha.com/article/158980-global-markets-in-review-despite-cheer-risky-assets-look-weary?source=feed#comment-653251 653251 Sun, 30 Aug 2009 10:52:06 -0400 http://seekingalpha.com/article/142982-fas-and-faz-a-short-seller-s-dream?source=feed#comment-546529 546529
...with double the transaction costs.]]> Sun, 14 Jun 2009 22:21:26 -0400
...with double the transaction costs.]]> http://seekingalpha.com/article/142982-fas-and-faz-a-short-seller-s-dream?source=feed#comment-545074 545074 Sat, 13 Jun 2009 09:58:26 -0400 http://seekingalpha.com/article/142822-grading-leveraged-etf-performance?source=feed#comment-545071 545071 Sat, 13 Jun 2009 09:56:38 -0400 http://seekingalpha.com/article/141780-cefs-discount-at-historical-average?source=feed#comment-535898 535898 Sun, 07 Jun 2009 13:55:17 -0400 http://seekingalpha.com/article/136404-boise-more-than-paper-profits?source=feed#comment-534558 534558 Sat, 06 Jun 2009 02:12:16 -0400 http://seekingalpha.com/article/138001-cefs-reverse-course-risk-avoidance-tops-the-week?source=feed#comment-508409 508409
The problem with BIF and BTF is that the fees are high. You are paying over 2% a year for the ability to own Berkshire in small amounts.]]> Mon, 18 May 2009 12:50:01 -0400
The problem with BIF and BTF is that the fees are high. You are paying over 2% a year for the ability to own Berkshire in small amounts.]]> http://seekingalpha.com/article/130111-understanding-triple-leveraged-etfs?source=feed#comment-459403 459403
On Apr 08 01:22 PM Ron Rowland wrote:

> The reason these things work this way is because the daily reset
> of the leverage results in higher "effective" leverage every day
> the trend continues to move in your direction.
>
> For example, say you buy a 3x fund that moves in your direction for
> a few weeks and you are now sitting on a 100% gain. At that time
> your leverage is about 6x from where you started. And most importantly,
> it is at 6x at the worst possible time - when the trend reverses.
> So now you have 6x leverage working against you.]]> Fri, 10 Apr 2009 19:17:24 -0400
On Apr 08 01:22 PM Ron Rowland wrote:

> The reason these things work this way is because the daily reset
> of the leverage results in higher "effective" leverage every day
> the trend continues to move in your direction.
>
> For example, say you buy a 3x fund that moves in your direction for
> a few weeks and you are now sitting on a 100% gain. At that time
> your leverage is about 6x from where you started. And most importantly,
> it is at 6x at the worst possible time - when the trend reverses.
> So now you have 6x leverage working against you.]]> http://seekingalpha.com/article/129346-more-market-swings-are-on-the-way?source=feed#comment-451416 451416 Fri, 03 Apr 2009 21:07:10 -0400 http://seekingalpha.com/article/128017-is-pennantpark-the-best-business-development-company-around?source=feed#comment-441776 441776 Thu, 26 Mar 2009 22:53:57 -0400 http://seekingalpha.com/article/121694-eight-reasons-bank-of-america-is-going-to-20?source=feed#comment-398320 398320 Sun, 22 Feb 2009 05:50:59 -0500 http://seekingalpha.com/article/121436-solar-energy-brightens-up-on-stimulus-bill?source=feed#comment-394867 394867 Thu, 19 Feb 2009 09:32:38 -0500 http://seekingalpha.com/article/120143-finding-solid-companies-overseas?source=feed#comment-386506 386506 finance.yahoo.com/q/hp...]]> Thu, 12 Feb 2009 20:20:07 -0500 finance.yahoo.com/q/hp...]]>