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  • Goldman Sachs: Earnings Bad News for Doomsayers [View article]
    Kumar is right on the money with his point.

    These companies are a black box with fudged balence sheets. Had BSC not been put to task they would have beat there numbers also. How does a $80 BOOK VALUE go to $2 - and that's only with the fed backing it up.

    I wonder how CNBC will spin the next trainwreck
    Mar 19 21:31 pm |Rating: 0 0 |Link to Comment
  • Finally, a Reasonable Valuation for Google [View article]
    I agree, AMZN PPS doesn't make any sense. niether does the recent jump in price, considering consumer spending is down and the housing correction isn't anywhere near the end.
    Mar 19 13:41 pm |Rating: 0 0 |Link to Comment
  • Growth at Amazon Is Accelerating - Citi [View article]
    I like the company, but the stock way overvalued for this market. The insider selling is a concern as well. I just believe that they haven't been honest regarding this quarter profits i.e. the CFO's double talk recently. Anyways, I sold in the high 80's not getting back in anytime soon. I think it will see 50 long before it hits 90 again.
    Mar 14 16:08 pm |Rating: 0 0 |Link to Comment
  • Growth at Amazon Is Accelerating - Citi [View article]
    I don't agree with the reasoning that people with buy more from amazon because of higher fuel cost. If anything higher fuel cost will hurt amazon because of thier free shipping options. I think they will have higher shipping costs that will cut into thier margins, which are already razor thin. Also the PE of this stock is WAY to high considering market conditions. I suspect they will be an earning warning any day now. IMHO
    Mar 14 11:14 am |Rating: 0 0 |Link to Comment
  • What the Housing 'Apocalypse' Prophets Aren't Revealing [View article]
    Seems plenty of people think it makes sense to walk away

    online.wsj.com/article...
    Feb 11 01:29 am |Rating: 0 0 |Link to Comment
  • What the Housing 'Apocalypse' Prophets Aren't Revealing [View article]
    "It was tended to be a catalyst for a lively discussion."

    Seems everyone agrees, you are way off-base.

    Article on the home owners ability to refi

    money.cnn.com/2008/02/...
    Feb 11 01:26 am |Rating: 0 0 |Link to Comment
  • Jim Cramer's Stop Trading! 1/31/08: Buy a House [View article]
    "predicted that there will be a housing shortage by next year"

    Is he out of his mind!

    Feb 03 14:36 pm |Rating: 0 0 |Link to Comment
  • When the Going Gets Tough, the NAR Advertises [View article]
    My wife has freind in real estate. yesterday she told her that the housing market was at the bottom and we would see double digit price increases again for the years to come.

    this is the same person that told us we were making a mistake by renting instead of buying this time last year.

    The sad thing is she actually believe what the NAR is putting in her head.
    Feb 02 19:01 pm |Rating: 0 0 |Link to Comment
  • Earnings Preview: Amazon.com [View article]
    Be ready for a huge sell-off if they have any bad news. Just look at what happened to VMware.
    Jan 28 18:49 pm |Rating: 0 0 |Link to Comment
  • XMSR: Thesis For A Controversial Investment [View article]
    I love my Sirius!!

    We went on a road trip from California to Chicago and listened to our favorite channels the whole time.
    Jan 28 10:19 am |Rating: 0 0 |Link to Comment
  • What if the Fed Cut Doesn't Help? [View article]
    Why are you people bashing Herb for stating an obvious problem with the fed's panic move. He's also right, this will not save the housing market. All this will do is make the dollar drop even further.

    buy gold and watch out, because this is going to get ugly
    Jan 23 01:10 am |Rating: 0 0 |Link to Comment
  • Fed Rate Cut: Victory or Defeat? [View article]
    Since when is the Fed in charge of saving the stock market!

    With gold and oil setting record highs, how could they possibly justify a .75 rate cut. It's inflation stupid, and it's about to get out of control.
    Jan 23 00:58 am |Rating: 0 0 |Link to Comment
  • Gold Is Just a Brick ('Active Value Investing' Book Excerpt) [View article]
    Great points HARM!

    Gold and Silver have been valuable for over 4000 years. While every fiat currency in history has collapsed at some point.

    Jan 04 19:43 pm |Rating: 0 0 |Link to Comment
  • New One Family Home Sales: Ugly! [View article]
    Sales are anything but normal!!
    This market needs to come back to normal market fundamentals

    We are not anywhere near the bottom, ARM resets next year will make the subprime mess look small.
    Dec 31 19:57 pm |Rating: 0 0 |Link to Comment
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