Ryan

3 Signs of a Bottom for Sovereign Bancorp

Correction: the dividend was suspended. Sorry for the confusion

Beware the Financials Value Trap

who knows helpless... apparently they're too smart for their own good! it's very wise of you to see through it. i tip my cap to you.

Sell Into the Financials Rally - Morgan Stanley

No, CNBC is the ultimate contrarian indicator. The Morgan Stanley analysts, along with Warren Buffett have this one right.

In 5 years, bank and Ibank earnings will be nothing like their earnings up until mid 2007. If we look 5 years down the line, they might be slightly undervalued at todays levels, but 1 year down the line, they're overvalued. That's what Morgan Stanley is saying. I commend them for recognizing that the bottom has not been seen yet. Everyone else is just pumping.

If you're honestly looking 5 years out, you are truly a wise investor. However, I think there are better plays out there for long-term investment. For example, agriculture, like ADM, and established biotechs like Genzyme, Novartis, etc...

Financial Stocks: Where Will They Go Once Investors Sober Up?

Financials are in for some trouble. This is a case of "blood in the streets", yes, but not enough blood has been spilled. Expect a 20% haircut on current bank valuations before I'm willing to get in.

Rail Carrier Trinity Appears Undervalued

WAB is an excellent company as well.

Libor Jump Means More Pain for Financials

I'm with ya Walt. They are on life support from the Fed and preferred offerings. Earnings will decline dramatically and eventually the market will value these companies much lower.

Libor Jump Means More Pain for Financials

You're wrong. Short selling kills bad companies quickly.

Earnings Preview: Will Google Perform?

Oops, it was in the Wall Street Journal today. If you can get your hands on one...

Earnings Preview: Will Google Perform?

Wrong link... will find the one I meant to link.

Earnings Preview: Will Google Perform?

I never said people are stopping clicking. I said that competition is heating up and the money made with AdSense is pathetic. This is what I'm seeing: biz.yahoo.com/ap/08041...

I just moved 1/4 of my advertisements to a different ad network, from Google. I maintain that Google will face increased pressure and is too richly valued at $510 (or even $450). My opinion, but then again I often disagree with Wall Street.

Degu, congrats on the $100k.

Earnings Preview: Will Google Perform?

Global, as I've said many times now, I have no stake in Google, short or otherwise. Seeking Alpha is a place where people share their views, deal with it.

Earnings Preview: Will Google Perform?

Degu,

I also rely on adsense. I understand that many individuals and businesses rely on adsense. What I'm seeing, though, is an exodus to other advertising venues. Time will prove me right.

As for reducing false positives - I know they're succeeding at doing that, but that certainly isn't the only reason behind their reduced paid clicks. Something like 28% growth in Q4, now we just learned it's 2% growth in Q1 08? That's horrendous. And it's not just the reduction in false positives.

I don't have any vested interest in Google. I call it like I see it, and we will see what happens.

Good luck to everyone.

Earnings Preview: Will Google Perform?

Misterdan, my company is not taking advertising away from Google. I do not compete with them at all. In fact, I use their service. That's my point. The ad revenue generated from AdSense is pathetic and many other options exist for generating better advertising revenue.

Freakyguy666, online marketing technology is a rapidly growing space with many competitors lining up to take a piece of the pie. Many many options are available to website owners (such as me) and Google is rapidly becoming a second choice play. Furthermore, a forward P/E means nothing, as does the 30% growth rate. Both of those are guesses, and analysts themselves say that it's nearly impossible to know what Google will report. Basing advice on that is not a good bet.

Globalmacro, while its true the market is pricing in a tough quarter, I'm simply saying I think it will be worse than expected, hence worse than what is priced in.

I am merely stating my observations, both as a Google customer and as a value investor. Take it with a grain of salt and do your own DD.

35 Stocks That Ben Graham Would Like Here

User 164820 - I agree 100% and that's why this isn't a list of buys, rather a list of companies to research further. Perhaps I'll try to add EPS accuracy to the screener.

Thanks for the feedback!

Ryan

35 Stocks That Ben Graham Would Like Here

I would do the same, Metal27. FMD is not a good play right now, unless, of course, you like gambling.