Le French

http://www.nicolasmurcia.com

Total Rating:

0 / 0

21 Comments

Fri Jun 20th 17:49 PM | Rating: 0 0
Commented on:
Multinational Corporations Step Up the Search for the Next China

Too bad there were no ETF focused on Vietnam in the last few years, China is now the one outsourcing in foreign emerging countries and places such as Vietnam present a great growth opportunity. Hopefully, strong inflation on food prices, especially rice, which people there eat for breakfast lunch and dinner won't be too significant.
View article »
Fri Jun 20th 14:42 PM | Rating: 0 0
Commented on:
Sell These Three Stocks Before Everyone Else Does

To quote myself:

"""&quo...
This guy should stop drawing meaningless isocost lines and start considering deferred sales revenue from the Iphone and the brand value of Apple. What a dumbass! Apple is a symbol for students and I'm so surprise how people don't understand that we will all graduate in 2/3 and guess what? We are loyal customers...

Recommendation: Apple is undervalued
Sentiment: Strong Buy Long-Term

"""&quo...

I do apologize for calling you a "dumbass".
As far as I am concerned I don't have any emotionnal connection with Apple whatsoever, as I only own an small apple shuffle and I sold my stock 2 months ago when the stock got back on its two feets.

Considering the current macroeconomic environment, if you are a trader, I would stay on the sideline and buy commodity stocks and wait another 6 months after the market correct a good 15% to get back into this stock.

From what I see on my campus, people don't think you're hip if you don't have an apple laptop, so peer pressure is strong for all those students to get one, and the number of Apple consumers keep rising.

Good luck in timing the market.
View article »
Fri Jun 20th 14:10 PM | Rating: 0 0
Commented on:
The Brightest Stars in the Commodities Boom, Part I

The basic macroeconomic are well taken into account for a commodity market but the article is somehow narrow-minded to pitching China and other precious metal. Let me tell you a few things:

The lower the overall volume of these precious metal, the easier it is for market players to manipulate the price of the commodity.
> If I was to invest in these I'd rather go with URANIUM, considering the current expectations in energy policy, the US will certainly reconsider soon enough the benefits of nuclear power.

> Coal for lectricity power plants is not only in high demand in China. Demand in India is booming as well. Moreover, there are different types of coal, such as metalurgical coal which grabs way higher prices.

Considering the current disaster in China, booming demand for automobiles in both China and India, I wouldn't focus all my attention on dry bulk shipping as an indicator, in fact maritime shipping has been in a constant shortage since the last decade.

Last but not least, coal supply is not elastic if you consider the time span and investment required to significantly increase production.
View article »
Fri Jun 20th 12:44 PM | Rating: 0 0
Commented on:
LinkedIn: A Billion Dollar Bet on Professional Networking

They have different business model, one advertising based, one membership-based (premium) which will probably gain momentum as more and more people sign in. Increased number of people makes the site more relevant to other loyal users and encourage them to pay for premium membership.
View article »
Fri Jun 20th 12:38 PM | Rating: 0 0
Commented on:
HP to Restructure Lucrative Printing Business

HP has a portfolio of businesses including portable computers and must maximize profitability in other business units such as printing which might not be the core of the company bottom line in the future. That's why they cut costs on R&D to find additionnal growth on existing research project before growth start going downhill.

Restructuring better be effective, but I trust management on that one. However, I wouldn't own HP right now, decrease in consumer spending is going to hurt...maybe that's why they do the hardwork inside the firm right now.
View article »
Mon Dec 17th 08:29 AM | Rating: 0 0
Commented on:
Sell These Three Stocks Before Everyone Else Does

This guy should stop drawing meaningless isocost lines and start considering deferred sales revenue from the Iphone and the brand value of Apple. What a dumbass! Apple is a symbol for students and I'm so surprise how people don't understand that we will all graduate in 2/3 and guess what? We are loyal customers...

Recommendation: Apple is undervalued
Sentiment: Strong Buy Long-Term
View article »

Symbols:

Authors:

Quick Links:

Get Seeking Alpha Free Stock Alerts by Email!

Get Free Stock Alerts by Email!

Transcripts

More Transcripts»

Editors' Picks
Most Popular

Hedge Fund Jobs

Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »

Employers: See all recruitment options, get applications online or by email Post a job »

Trading Center

Free E-Newsletters
Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
We don't spam