DlphcOracl

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    • Thu Nov 8th 16:08 PM | Rating: 0 0
      Commented on:
      Doubling Down on Continued Weakness in Real Estate, Financials
      You're jpking, right?? NOW is the time to short the homebuilders and financials ??? After the homebuilders have lost 70-80% of their value since January 2006 and the financials have declined 30-50% this year??

      My, what a prescient call. Nothing like being ahead of the curve with a "short" call. Let's get serious. Shorting these stocks now at their current valuations is akin to squeezing blood from a turnip. No, thanks. This call would have been great 12 months ago. Your suggestion to go short now falls under the broad heading of "too little, too late".
      View article »
    • Thu Nov 8th 16:08 PM | Rating: 0 0
      Commented on:
      Doubling Down on Continued Weakness in Real Estate, Financials
      You're jpking, right?? NOW is the time to short the homebuilders and financials ??? After the homebuilders have lost 70-80% of their value since January 2006 and the financials have declined 30-50% this year??

      My, what a prescient call. Nothing like being ahead of the curve with a "short" call. Let's get serious. Shorting these stocks now at their current valuations is akin to squeezing blood from a turnip. No, thanks. This call would have been great 12 months ago. Your suggestion to go short now falls under the broad heading of "too little, too late".
      View article »
    • Mon Nov 5th 21:55 PM | Rating: 0 0
      Commented on:
      Will IAC/Interactive's Break-Up Generate More Value?
      The answer to your question: "Will IAC/Interactive's Break-up Generate More Value ?" is a resounding "No !!". If you take a turd, slice it into 4 or 5 pieces you are now left with multiple little turds instead of one large one. However, the underlying value is not changed.

      Barry Diller is a master Wall St. con-man and for years has convinced the gullible ANAL-ysyts that "the sum of his companies was worth more than they would be if you evaluated them individually", because of the "synergy" the IAC/Interactive umbrella created. Yeh, right. Isn't this what Citigroup (C) has been telling us for years as they made one dumb expensive acquisition after another ?? Diller is the Wall St. equivalent of the Wizard of Oz. When you look behind the curtain there is little there.

      Smart investors will take a pass on the individual companies created and spun off from IAC. Can anyone say "Cendant" ?? Caveat emptor.
      View article »
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