Jake Berzon's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/117436/comments http://seekingalpha.com/article/170526-property-values-set-to-fall-43-from-current-depressed-levels?source=feed#comment-742167 742167 Tue, 03 Nov 2009 09:36:50 -0500 http://seekingalpha.com/article/167032-oil-s-up-and-down-ride?source=feed#comment-719090 719090
Erewhonman, you have a right to disagree with my opinion just as I have a right to disagree with yours! Colorado's minimum wage is an illustration of the deflationary pressures we are facing and not a basis for "analysis."]]> Sun, 18 Oct 2009 02:25:13 -0400
Erewhonman, you have a right to disagree with my opinion just as I have a right to disagree with yours! Colorado's minimum wage is an illustration of the deflationary pressures we are facing and not a basis for "analysis."]]> http://seekingalpha.com/article/161941-kroger-gains-back-market-share-from-wal-mart?source=feed#comment-684595 684595 Mon, 21 Sep 2009 02:48:06 -0400 http://seekingalpha.com/article/161941-kroger-gains-back-market-share-from-wal-mart?source=feed#comment-682029 682029 Fri, 18 Sep 2009 02:45:49 -0400 http://seekingalpha.com/article/161941-kroger-gains-back-market-share-from-wal-mart?source=feed#comment-681539 681539
fcharlie, you can find this and much more interesting information on Kroger in their annual factbooks available on the Kroger site: www.thekrogerco.com/fi... . I have also seen some info on the dairy farms in a recent filing. ]]> Thu, 17 Sep 2009 18:58:07 -0400
fcharlie, you can find this and much more interesting information on Kroger in their annual factbooks available on the Kroger site: www.thekrogerco.com/fi... . I have also seen some info on the dairy farms in a recent filing. ]]> http://seekingalpha.com/article/158810-how-the-feds-are-making-the-mortgage-mess-even-worse?source=feed#comment-660857 660857
CENLAR will not be assessing late fees for payments that were not credited on time, but were received by TB&W within 60 days following the transition. October 9 sounds like the deadline for that.]]> Thu, 03 Sep 2009 16:33:57 -0400
CENLAR will not be assessing late fees for payments that were not credited on time, but were received by TB&W within 60 days following the transition. October 9 sounds like the deadline for that.]]> http://seekingalpha.com/article/158810-how-the-feds-are-making-the-mortgage-mess-even-worse?source=feed#comment-651517 651517

On Aug 28 10:39 AM Trane250 wrote:

> Statements in the letter don't make sense. Why would she have to
> send the mortgage servicer a cashier's check? Maybe she's bounced
> checks in the past?]]> Fri, 28 Aug 2009 16:23:36 -0400

On Aug 28 10:39 AM Trane250 wrote:

> Statements in the letter don't make sense. Why would she have to
> send the mortgage servicer a cashier's check? Maybe she's bounced
> checks in the past?]]> http://seekingalpha.com/article/146949-how-to-play-supervalu-buy-its-bonds?source=feed#comment-575430 575430 Mon, 06 Jul 2009 09:41:42 -0400 http://seekingalpha.com/article/59021-china-on-sale-discounted-pharmaceuticals?source=feed#comment-509218 509218
Being a socialist state, China can easily manipulate their economic barometer numbers and they have done so quite well to date. Fundamentally, however, China is stuck between a rock and hard place, having to stimulate not only their own economy, but also indirectly that of the US. I seriously doubt the possibility of the US coming out of this recession within a year. China will take even longer to recover. This line of thinking motivated my sale of remaining CHN shares.

P.S. I purchased additional CHN fund shares on December 15, 2008 at $19.71 (before it paid distributions).]]> Tue, 19 May 2009 03:48:15 -0400
Being a socialist state, China can easily manipulate their economic barometer numbers and they have done so quite well to date. Fundamentally, however, China is stuck between a rock and hard place, having to stimulate not only their own economy, but also indirectly that of the US. I seriously doubt the possibility of the US coming out of this recession within a year. China will take even longer to recover. This line of thinking motivated my sale of remaining CHN shares.

P.S. I purchased additional CHN fund shares on December 15, 2008 at $19.71 (before it paid distributions).]]> http://seekingalpha.com/article/103447-time-to-start-nibbling-on-corning?source=feed#comment-438604 438604 GLW) at $13.49 / share for a gain of over 35% including dividends, but ignoring commissions, in under 5 months. I still see Corning as a market leader in its space and one of the few companies that will come out relatively strong out of the current downturn. On the other hand, the current recession is likely to last through at least 2010 and there should be plenty more opportunities to buy into quality stocks at lower prices once the current bear market rally looses steam. In the meantime, I am happy to increase my cash position at every opportunity this market presents.]]> Tue, 24 Mar 2009 15:08:08 -0400 GLW) at $13.49 / share for a gain of over 35% including dividends, but ignoring commissions, in under 5 months. I still see Corning as a market leader in its space and one of the few companies that will come out relatively strong out of the current downturn. On the other hand, the current recession is likely to last through at least 2010 and there should be plenty more opportunities to buy into quality stocks at lower prices once the current bear market rally looses steam. In the meantime, I am happy to increase my cash position at every opportunity this market presents.]]> http://seekingalpha.com/article/123300-how-scared-are-americans-of-job-losses?source=feed#comment-407452 407452
On the other hand, while actual job losses may not be so overwhelming, people so many people worrying about loosing their jobs is a real problem, because most who worry will curtail their spending... The worst thing about this situation is that short of US becoming a socialist country, there is nothing you can do about people worrying about job losses!]]> Sun, 01 Mar 2009 01:12:09 -0500
On the other hand, while actual job losses may not be so overwhelming, people so many people worrying about loosing their jobs is a real problem, because most who worry will curtail their spending... The worst thing about this situation is that short of US becoming a socialist country, there is nothing you can do about people worrying about job losses!]]> http://seekingalpha.com/article/122068-indians-are-selling-gold-is-their-thinking-right?source=feed#comment-399838 399838

]]> Mon, 23 Feb 2009 09:57:32 -0500

]]> http://seekingalpha.com/news/market_currents/post/18306?source=feed#comment-399806 399806 Mon, 23 Feb 2009 09:43:04 -0500 http://seekingalpha.com/article/121616-financial-collapse-a-lesson-from-the-20s?source=feed#comment-398590 398590 Sun, 22 Feb 2009 11:32:30 -0500 http://seekingalpha.com/article/121759-a-whiff-of-reflation-in-the-air-part-ii?source=feed#comment-397041 397041 Fri, 20 Feb 2009 15:38:45 -0500 http://seekingalpha.com/article/121753-scary-numbers?source=feed#comment-396571 396571 Fri, 20 Feb 2009 10:56:02 -0500 http://seekingalpha.com/article/121699-wall-street-breakfast-must-know-news?source=feed#comment-396498 396498
We will need a new term for this mess that we are in. Here are some suggestions: "deepshitation," "bushobamation," "starvflation" and the listy goes on...]]> Fri, 20 Feb 2009 10:31:07 -0500
We will need a new term for this mess that we are in. Here are some suggestions: "deepshitation," "bushobamation," "starvflation" and the listy goes on...]]> http://seekingalpha.com/article/121556-the-ecology-of-investment-strategies?source=feed#comment-396071 396071
There are advantages to being small, as you can take advantage of opportunities that the big boys can't touch. On the other hand there are disadvantages, as well - you don't have economies of scale for top-notch research.

Oh well - you win some and you loose some. In the end the only thing that matters is how well you adjusted to the changes in the game.]]> Fri, 20 Feb 2009 01:26:20 -0500
There are advantages to being small, as you can take advantage of opportunities that the big boys can't touch. On the other hand there are disadvantages, as well - you don't have economies of scale for top-notch research.

Oh well - you win some and you loose some. In the end the only thing that matters is how well you adjusted to the changes in the game.]]> http://seekingalpha.com/article/121628-ken-rogoff-wants-a-higher-inflation-target?source=feed#comment-396063 396063 Fri, 20 Feb 2009 01:14:16 -0500 http://seekingalpha.com/article/121271-obama-s-housing-plan-elegant-and-costly?source=feed#comment-394556 394556
Will it all work? I have a very bad feeling that the two plan will not reach their desired goals. As always, the devil is in the precise details and those are not coming for the Obama housing plan until March. Till then, let's hope for the best.]]> Thu, 19 Feb 2009 04:04:48 -0500
Will it all work? I have a very bad feeling that the two plan will not reach their desired goals. As always, the devil is in the precise details and those are not coming for the Obama housing plan until March. Till then, let's hope for the best.]]> http://seekingalpha.com/article/112643-book-review-addison-wiggin-s-the-demise-of-the-dollar?source=feed#comment-394550 394550 Thu, 19 Feb 2009 03:18:36 -0500 http://seekingalpha.com/article/121192-8-possible-targets-for-exxon-s-cash?source=feed#comment-393491 393491 Wed, 18 Feb 2009 11:05:49 -0500 http://seekingalpha.com/article/121162-10-aspects-of-our-current-market-troubles?source=feed#comment-393459 393459
But also there must be some opportunities out there. In your next article, can you tell us what they are in your opinion?]]> Wed, 18 Feb 2009 10:56:08 -0500
But also there must be some opportunities out there. In your next article, can you tell us what they are in your opinion?]]> http://seekingalpha.com/article/120924-how-ge-compares-to-other-banks?source=feed#comment-392024 392024 Tue, 17 Feb 2009 10:51:20 -0500 http://seekingalpha.com/article/120923-geithner-s-vagueness-explained?source=feed#comment-392003 392003
They are designing a plan to benefit big banks, but don't want "the people" to realize that until it is too late.]]> Tue, 17 Feb 2009 10:41:20 -0500
They are designing a plan to benefit big banks, but don't want "the people" to realize that until it is too late.]]> http://seekingalpha.com/article/120909-obama-talks-himself-into-and-out-of-bank-nationalization?source=feed#comment-391979 391979 Tue, 17 Feb 2009 10:32:43 -0500 http://seekingalpha.com/article/120739-intrinsic-value-investing-recognizing-potentially-mispriced-stocks?source=feed#comment-391509 391509 Tue, 17 Feb 2009 01:13:22 -0500 http://seekingalpha.com/article/120799-the-kanjorski-meme-mark-ii?source=feed#comment-391502 391502 Tue, 17 Feb 2009 00:57:00 -0500 http://seekingalpha.com/article/120680-canada-vs-u-s-whose-banks-are-safer?source=feed#comment-389652 389652
BTW, does anyone know if Canadian bank deposits have an equivalent of FDIC insurance?]]> Sun, 15 Feb 2009 16:15:38 -0500
BTW, does anyone know if Canadian bank deposits have an equivalent of FDIC insurance?]]> http://seekingalpha.com/article/120597-currency-etf-charts?source=feed#comment-388219 388219
I got out of Yen when it just started its sideways action in December. I think Canadian and Australian $ look attractive and not just technically.]]> Sat, 14 Feb 2009 03:39:19 -0500
I got out of Yen when it just started its sideways action in December. I think Canadian and Australian $ look attractive and not just technically.]]>