wobatus

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    • Mon Jun 2nd 08:24 AM | Rating: 0 0
      Commented on:
      In Light of Peak Oil, Financial Diversification Is a Bad Idea
      I think it is dangerous to assume that oil will go up forever. Maybe it has a ways to go, but to go undiversified due to a belief in peak oil could be very dangerous. There is a lot of recoverable oil which starts to come on line at current prices or higher. And whether due to short-sightedness or environmental concerns, the U.S. is in essence hordeing reserves off-shore, in Alaska and in shale. At some price of oil, the political will may emerge to tap that oil. There is also the large Brazil find, tar sands, etc.

      One of the big reasons for the current oil increase is large amounts of institutional money being allocated in that area, partially due to the dollar, but also because more investors now go where few used to go.

      But if you look at history of oil, there have been boom and bust cycles for years. It is a commodity after all.

      Go all in if you like, but be careful out there.
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    • Wed May 28th 15:04 PM | Rating: 0 0
      Commented on:
      Cell-Tower Fatalities: 3G iPhones at Any Price?
      Wow, touchy apple holders. I own shares but still found this sobering. Some of the longs here come off like flippant jackasses. I don't think this is apple's fault, but I wouldn't shoot the messenger for bringing this up.
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    • Fri May 23rd 10:49 AM | Rating: 0 0
      Commented on:
      WSJ Report: What Apple Will Be Creating in 5 Years
      Rd4sndk, you are correct. Look at Trader Mark's blog. "Fund My Mutual Fund." He wants folks to pony up $7 million to him. Ha. With his snarky "lemmings" comments and falling for the Forrester bait. Hilarious.
      View article »
    • Fri May 23rd 08:59 AM | Rating: 0 0
      Commented on:
      WSJ Report: What Apple Will Be Creating in 5 Years
      True dat, Newton Rules. I have to go hit the i-snooze on my i-clock radio.
      View article »
    • Fri May 23rd 07:32 AM | Rating: 0 0
      Commented on:
      WSJ Report: What Apple Will Be Creating in 5 Years
      Trader Mark, you come off like a smug jerk. So, when you sell because it is a little overvalued after a long run, it is being shrewd, because lemmings might dump, but someone else who sells to book profits after a nice run is a...lemming. And if someone buys back when it gets cheaper again, just like you will, they are lemmings too.
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    • Tue Apr 29th 12:04 PM | Rating: 0 0
      Commented on:
      Microsoft Should Fire Steve Ballmer, or Hire SuperNanny. Or Both.
      He should walk away. Yahoo, the instie investors investing other peoples money, ect., will be pilloried if msft walks away. They can buy yahoo cheaper next year.

      Unlike some others, i don't think msft desparately needs the deal, at least not now.

      Tell you what, I would crack up about the egg on Bill Miller's face if msft walks. But it'll likely get done at $33 or so, so all can save face. Maybe msft should just make it so the dweeal is actually worth $31, not less with its now lower stock price.
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    • Tue Mar 25th 11:19 AM | Rating: 0 0
      Commented on:
      High Tide for SiRF Technology
      Well, another shoe dropped today. Looks like Alan was right about the risks.
      View article »
    • Thu Mar 20th 12:35 PM | Rating: 0 0
      Commented on:
      Burst Bubble? Commodities' Long-Term Story Remains Intact
      High powered money has not been growing. It has been stagnant. And recession is deflationary, not inflationary. Plus the market expected a 1.0% cut, not .75%. U.S. demand has dropped. Look at oil service stocks (OIH). it had been dropping for a while during the most recent leg of the oil upsurge. Basically, it called bukllshit on $110 oil, and for good reason.
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    • Thu Mar 6th 12:14 PM | Rating: 0 0
      Commented on:
      Intel, Google, Apple: Valuation Anomalies To Consider
      If GOOG traded at $100 it would have a forward p/e of 5. If apple was $7.50 it would have trailing p/e below 2. Just interpreting at will here.

      The suggestion seems to be if you are a very fast grower, buying at the p/e trough is a good idea (although intc only doubling in 12 years isn't so great, but we are talking trough to trough and Herb points out it has stopped growing). Question is where that trough will be.

      Not sure this is all that relevant other than to point out p/e ratios are fairly low, probably because people don't expect growth to be as good, or, perish the thought, income may shrink. All the PEG obsessive crowd will be so confused if companies have any p/e if growth goes negative.
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    • Tue Jan 8th 13:42 PM | Rating: 0 0
      Commented on:
      B.Riley's 29 Tech Steals - Barron's
      B. Riley is just pimping its positions. They own chunks of Centillium, Transmeta, ESS tech. In fact, they urged ESST to liquidate. In the Barron's article it says they screened small cap and mid cap companies with 35% or more net cash to market value, but took out ones with too much cash burn or unsustainable biz models. Yet ovti fits the screen criteria, but didn't make itm, just to name one? Come on. OVTI is profitable. B. Riley is just hyping, and Eric Savitz, the Barron's writer, should check his sources for conflict.
      View article »
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