p2pvoice's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/135486/comments http://seekingalpha.com/article/97682-credit-cruuuunch?source=feed#comment-267464 267464 Sun, 28 Sep 2008 11:14:58 -0400 http://seekingalpha.com/article/70842-forward-looking-and-the-discounting-theory?source=feed#comment-135110 135110
I also wonder if market looked FORWARD - and forecast - the the dotcom meltdown 6 months prior to it ;)]]> Wed, 02 Apr 2008 08:53:55 -0400
I also wonder if market looked FORWARD - and forecast - the the dotcom meltdown 6 months prior to it ;)]]> http://seekingalpha.com/article/70866-stocks-rally-on-financial-writedowns-overly-optimistic?source=feed#comment-135096 135096
And mind you, it is not just write downs with banks, they also have losses for the quarter.

I am stunned with the market's steep rise yesterday and it forces me suspect a newly hatched conspiracy among the large investment banks around the world.

After LEH press release, its shares fell 5% that evening they waited to announce after the quarter end). Than at about 1:30 am, the wires flashed the UBS story and Asian markets fell. By 8:30 am everything was hunky-dory. By the end of the day, "everyone" had a logical rationale that big write downs and big losses are good for banks, especially IBs.]]> Wed, 02 Apr 2008 08:35:19 -0400
And mind you, it is not just write downs with banks, they also have losses for the quarter.

I am stunned with the market's steep rise yesterday and it forces me suspect a newly hatched conspiracy among the large investment banks around the world.

After LEH press release, its shares fell 5% that evening they waited to announce after the quarter end). Than at about 1:30 am, the wires flashed the UBS story and Asian markets fell. By 8:30 am everything was hunky-dory. By the end of the day, "everyone" had a logical rationale that big write downs and big losses are good for banks, especially IBs.]]> http://seekingalpha.com/article/69796-nar-existing-home-sales-report-bait-and-switch-headline?source=feed#comment-131080 131080 Tue, 25 Mar 2008 09:08:48 -0400 http://seekingalpha.com/article/68346-4-reasons-to-be-bullish-on-chesapeake-energy?source=feed#comment-130322 130322
It appears that your #3 reason "Extensive Hedging Program" doesn't seem to hold for CHK. When natural gas - along with all commodities - fell on Mar 19/20, CHK fell right with it - reaching a low of 42.15 on 3/20 (-5.76 from the close of 3/18) before recovering to close at 44.29; but still -3.62 from 3/18 close. I should also note that the broad rose significantly on 3/20!

I would very much welcome your interpretation of this movement.

Thanks.]]> Sun, 23 Mar 2008 13:53:47 -0400
It appears that your #3 reason "Extensive Hedging Program" doesn't seem to hold for CHK. When natural gas - along with all commodities - fell on Mar 19/20, CHK fell right with it - reaching a low of 42.15 on 3/20 (-5.76 from the close of 3/18) before recovering to close at 44.29; but still -3.62 from 3/18 close. I should also note that the broad rose significantly on 3/20!

I would very much welcome your interpretation of this movement.

Thanks.]]> http://seekingalpha.com/article/69541-global-stock-markets-index-movements?source=feed#comment-130247 130247 Thanks.]]> Sun, 23 Mar 2008 10:19:41 -0400 Thanks.]]> http://seekingalpha.com/article/69309-8-high-yielding-stocks-for-income-investors?source=feed#comment-130101 130101
Comment by "I'm a moron" is indicative of this. Buying GOOG for dividends??? That's the first time I have heard of this.

Chasing only dividends is hazardous to your portfolio. In many cases, especially in a bear market such as now, the dividend yields look tempting only because the share prices have tumbled and *NOT* necessarily because those are GOOD companies paying GOOD dividends.

Some commentors have echoed this reality in this thread.

]]> Sat, 22 Mar 2008 13:37:13 -0400
Comment by "I'm a moron" is indicative of this. Buying GOOG for dividends??? That's the first time I have heard of this.

Chasing only dividends is hazardous to your portfolio. In many cases, especially in a bear market such as now, the dividend yields look tempting only because the share prices have tumbled and *NOT* necessarily because those are GOOD companies paying GOOD dividends.

Some commentors have echoed this reality in this thread.

]]> http://seekingalpha.com/article/68346-4-reasons-to-be-bullish-on-chesapeake-energy?source=feed#comment-127028 127028
Seeking others' wisdom,
Kanti Purohit]]> Sun, 16 Mar 2008 01:00:58 -0400
Seeking others' wisdom,
Kanti Purohit]]> http://seekingalpha.com/article/68346-4-reasons-to-be-bullish-on-chesapeake-energy?source=feed#comment-126899 126899
Seeking others' wisdom,
Kanti Purohit]]> Sat, 15 Mar 2008 14:25:11 -0400
Seeking others' wisdom,
Kanti Purohit]]> http://seekingalpha.com/article/59260-the-problem-with-bric-in-2008?source=feed#comment-109109 109109
Some of us may remember the "Goldilocks" scenario in the US everyone talked about: Low inflation, low interest rates, high GDP...well some of the BRIC countries have that now.]]> Wed, 09 Jan 2008 01:39:39 -0500
Some of us may remember the "Goldilocks" scenario in the US everyone talked about: Low inflation, low interest rates, high GDP...well some of the BRIC countries have that now.]]> http://seekingalpha.com/article/59047-the-next-credit-crisis-will-originate-in-china?source=feed#comment-108199 108199
"The Chinese NPL market is one of the largest in the world with a total outstanding principal balance of over a trillion dollars."

You probably don't mean "NPL"?

I would be more scared if it was.
]]> Fri, 04 Jan 2008 08:11:07 -0500
"The Chinese NPL market is one of the largest in the world with a total outstanding principal balance of over a trillion dollars."

You probably don't mean "NPL"?

I would be more scared if it was.
]]>