Ryan Freund

http://FreundInvesting.com
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41 Comments

    • Wed Apr 16th 14:26 PM | Rating: 0 0
      Commented on:
      How To Solve the Housing Crisis Tomorrow
      In my opinion, we should let the banks who made bad bets fail, as well as real estate speculators. Those who received deceitful loans should get a reprieve, such as locking in interest rates at 1% above standard fixed rates. This means those who locked in with prudent mortgages are still coming out on top, but the rest aren't losing their homes.

      Allow Bear Stearns to fail, allow the derivatives market to die, and pick up the pieces when all is said and done.

      I would rather have a few years of absolute hell than 20 years of protracted crap, while the CEO's of these major banks set up their golden parachutes.

      I wrote about this earlier, about who's to blame, here:

      freundinvesting.com/20.../
      View article »
    • Wed Apr 16th 14:19 PM | Rating: 0 0
      Commented on:
      Google Is King, But for How Long?
      I agree with everything you said here, Kevin. There is no way to predict what sort of disruptive technologies can make Google suffer. I believe there are companies out there doing that right now, as I stated in this article:

      freundinvesting.com/20.../
      View article »
    • Wed Apr 16th 13:35 PM | Rating: 0 0
      Commented on:
      Citi at Record Lows; Expecting 30% Growth This Year
      Yikes, got this one seriously wrong. I've learned my lesson and will not make the same mistake again.
      View article »
    • Wed Apr 16th 13:33 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Will Google Perform?
      Degu,

      No, I don't think internet users will stop clicking. I think those who have advertisements on their site are seeking other, more profitible ways of getting ad revenue. Google pays so very little. I also think the FireFox plugin that blocks Javascript (how adsense works) is hurting them.

      Add to that the reduced advertising budgets of companies and you get a pretty dim picture of what's to come, at least in the next few quarters.

      The 28% (or maybe it was 24%) drop down to 2% was not solely from reducing poor quality clicks. I have personally contributed to that reduction (I'm using AdSense less and less) and that has nothing to do with the quality of the clicks and everything to do with the revenue generated.
      View article »
    • Tue Apr 15th 14:23 PM | Rating: 0 0
      Commented on:
      14 Bank and I-Bank Write-Downs
      In addition, you are only looking at residential, not commercial or auto loans. If you think these will escape the credit squeeze, you are sorely mistaken.
      View article »
    • Tue Apr 15th 14:21 PM | Rating: 0 0
      Commented on:
      14 Bank and I-Bank Write-Downs
      I had a short position last week in Lehman, but no longer do. I have no vested interest whatsoever in any of the companies mentioned in this article.
      View article »
    • Thu Apr 10th 10:51 AM | Rating: 0 0
      Commented on:
      Blogonomics: The Seeking Alpha Model
      Thanks, Mick, for the clarification.
      View article »
    • Thu Apr 10th 10:49 AM | Rating: 0 0
      Commented on:
      Blogonomics: The Seeking Alpha Model
      PS - I agree with everything Davis said about links. Allowing us to post links to our own site in our articles would be very much appreciated.
      View article »
    • Thu Apr 10th 10:44 AM | Rating: 0 0
      Commented on:
      Credit Crunch Catch-22
      Igor, I'm dispensing my opinion. If you think we're at a bottom, that's your opinion. I just hope you're right.
      View article »
    • Thu Apr 10th 10:31 AM | Rating: 0 0
      Commented on:
      Smelling a Short-Squeeze in Lehman
      #1 is certainly not a non-issue. it underscores the issues that Lehman is having with both liquidity and bad bets. 3 hedge funds sold? imagine the hedge fund industry's reaction to that! run on the bank, much?
      View article »
    • Thu Apr 10th 10:21 AM | Rating: 0 0
      Commented on:
      Blogonomics: The Seeking Alpha Model
      I am a SA contributor and I love the exposure my blog gets from my partnership with SA. I think that Seeking Alpha, as a business, is excellent and am amazed by how big it has gotten in such a short amount of time.

      Keep up the good work!
      View article »
    • Wed Apr 9th 16:23 PM | Rating: 0 0
      Commented on:
      35 Stocks That Ben Graham Would Like Here
      Many of the stocks are similar. Ben Graham advocated long term holding, so I doubt any meaningful information can be gleaned by comparing the prices. But I will keep doing this each month and it will be possible to track it through some backtracking.
      View article »
    • Wed Apr 9th 11:30 AM | Rating: 0 0
      Commented on:
      35 Stocks That Ben Graham Would Like Here
      FXTrader -

      You hit the nail on the head. That's exactly right. The screener simply provides a starting point. In my opinion, anything related to banks/housing/cars/ins... should be discarded immediately due to the issues surrounding credit.

      I would look for high cash, low debt companies with a moderate dividend to provide a safety net against losses. I would also be interested in any stocks that have significant global operations, as those are probably more resistant to a poor US economy than most.
      View article »
    • Wed Apr 9th 10:38 AM | Rating: 0 0
      Commented on:
      35 Stocks That Ben Graham Would Like Here
      Oh and User# - I would steer clear of FMD. It's too intertwined with the credit crunch and could very well be facing very serious problems.
      View article »
    • Wed Apr 9th 10:36 AM | Rating: 0 0
      Commented on:
      35 Stocks That Ben Graham Would Like Here
      Thanks for the comments everyone.

      Increasing the P/B and decreasing the years of earnings growth in the search gives more potentials. Personally, I like more potentials and will do my DD from the list. See, a company with a 1.5 price/book could very well be a fantastic investment, and I don't want to shut them out. Intangible assets are much higher than they were in Graham's days, and the price/book staying at 1.2 - as Graham suggested - cuts out some wonderful companies.

      As for the 5 year earnings, rather than 10 year earnings, I think you have a fantastic point FXTrader. I will take that into consideration.

      Flatman - this screener was derived 100% from Graham's book, "The Intelligent Investor," and I don't know how the results could be different. Unless, of course, Forbes was using different criteria.

      Thanks again everyone.
      View article »
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