alexdg

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    • Tue Feb 5th 13:16 PM | Rating: 0 0
      Commented on:
      Is the Chinese Stock Market Bust Here?
      But who cares about the SSEC? Please analyze the HSCEI.
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    • Mon Feb 4th 13:43 PM | Rating: 0 0
      Commented on:
      At $30, Microsoft's a Steal - Barron's
      What do you mean these products are weak on their own? What kind of real alternatives are their to Office? And please don't give me the opensource talk, I've used Linux + OpenOffice since they've been around and MSFT products are clearly better and set the industry benchmark; Macintosh OSX you say?... well sure it's a great OS, but I have to buy into to the hardware also... tough luck. So now we're in the "web services" era, and MSFT is afraid this future wave could set the trend to cut off their cash cow on Office... so they've started Windows Live projects etc etc. But really, have you ever used Google Office Apps or any web Office app for that matter? It's like going back into time, and discovering a web version of Wordpad; gimme a break! Windows + Office will keep on selling for a long time, and every new PC sold (with DELL + HPQ worldwide growth > 10%) means good business for MSFT; and the only webservices companies worth buying these days would be Salesforce.com and Netsuite (which has Oracle as an investor). So MSFT is buying into Yahoo! to get all the internet related stuff it failed miserably to obtain : Good Web Search and market share, Online Ads revenue, Online Video, powerful Webmail (Hotmail is okay I guess), Auction site, worldwide brand etc.. So the way I see it, with this bid, MSFT is saying "hey look, we give up trying to fight Google on our own, we spent several bil. of dollars on our MSN.com, Windows Live, Maps, you name it, projects and it didn't work, quarter by quarter Google is getting better and bigger, so we either grab n#2 and gang up on n#1, or we are out of ideas". I think it's a smart move by MSFT in making sure it doesn't fade in to a new IBM, and allow Google to become the new MSFT; this move keeps them in play in all fronts.
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    • Sat Jan 5th 13:48 PM | Rating: 0 0
      Commented on:
      The Golden Age of Global Investing
      Anyways, these figures represent the last 5 years of the current bull market, what kind of performance can you expect during a bear market (is it official yet for the Dow? it might be for financials and home construction, see ITB - topped in Aug/05)?
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    • Sat Jan 5th 13:45 PM | Rating: 0 0
      Commented on:
      The Golden Age of Global Investing
      Y07Q04 was down for most ETF's, so get ready for Y08Q01. Do you think the Dow in 2008 (atleast during the first half) will beat its historic max of 14200? Doesn't look like it will, and I seriously doubt any emerging market ETF will outperform the Dow in that regard. When the Dow tanks, these ETFs tank 2 fold. But I have to hand it to EWZ, it has been holding itself quite well (probably due to energy and mining stocks?), I guess China got oversold and Brazil was left behind regarding BRIC investments.
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    • Sat Dec 29th 12:32 PM | Rating: 0 0
      Commented on:
      Apple Can't Hold $200; Wii 'Best of 2007'
      The markets (DJIA) performance this week as down -0.63% on very light volume, but dare I say the sentiment seemed to be bullish, and only to be offset by negative news (rising oil prices on PKK/Turkish skirmish, Butto assination, and poor housing data for Nov, etc.), but looking at yesterdays DJIA intraday chart you can see a reasonably powerful 170 points recovery from midday onwards. Given the unexpectedly (?) poor housing data, this recovery could suggest a bullish sentiment for the first week of January. If this is the case, AAPL seems poised to be a front runner, after all it's currently at $199.83, and this week alone gained 3.05%.
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    • Thu Dec 27th 16:19 PM | Rating: 0 0
      Commented on:
      Predicting a Recession: Apocalypse When?
      Nice comment Reinko.
      View article »
    • Thu Dec 27th 15:48 PM | Rating: 0 0
      Commented on:
      ETF Performance Overview
      Is it just me, or has PGJ outperformed FXI lately?
      View article »
    • Wed Dec 26th 13:28 PM | Rating: 0 0
      Commented on:
      Imminent Visa IPO Tantalizes Investors
      What is a good valuation? Same P/E ratio as MA? That'll probably be the higher value of the interval the IPO will be trying to set for its stock. Will this IPO reinforce MA current value? or devalue MA because investors will want to spread their money between MA and V?
      View article »
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