guliamo's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/142235/comments http://seekingalpha.com/article/117793-name-brand-stocks-on-the-edge-of-obliteration?source=feed#comment-660493 660493 Here's my post on it:
www.marketguru.com/opi...
I would post on SeekingAlpha.. but they didn't think I was good enough..
Cheers mates.]]> Thu, 03 Sep 2009 12:44:39 -0400 Here's my post on it:
www.marketguru.com/opi...
I would post on SeekingAlpha.. but they didn't think I was good enough..
Cheers mates.]]> http://seekingalpha.com/article/145892-a-look-at-china-s-top-five-adrs-by-market-cap?source=feed#comment-660426 660426 I own LFC and CHL (China Mobile).
LFC seems to be the best China play because it's growth is unrelated to macro conditions or price of raw materials.
What's happening in China is massive growth of the middle class and no matter how they make their money - those people are saving it with China life, which has virtually no competition.
Check out my portfolio for other holdings.
Cheers,
guliamo.]]> Thu, 03 Sep 2009 12:07:56 -0400 I own LFC and CHL (China Mobile).
LFC seems to be the best China play because it's growth is unrelated to macro conditions or price of raw materials.
What's happening in China is massive growth of the middle class and no matter how they make their money - those people are saving it with China life, which has virtually no competition.
Check out my portfolio for other holdings.
Cheers,
guliamo.]]> http://seekingalpha.com/article/123726-aircastle-current-share-price-hard-to-swallow?source=feed#comment-660418 660418 The price dropped in the general meltdown panic. What investors didn't realize was that Air Castle actually benefited from airliners (like Air Iceland) that returned air craft. AYR got 3 months payment as a fine plus full refurbish cost and turned around and leased that plane the next month.
I like this company and own shares.
For my complete portfolio view my page at MG:
www.MarketGuru.com/gul...]]> Thu, 03 Sep 2009 12:04:00 -0400 The price dropped in the general meltdown panic. What investors didn't realize was that Air Castle actually benefited from airliners (like Air Iceland) that returned air craft. AYR got 3 months payment as a fine plus full refurbish cost and turned around and leased that plane the next month.
I like this company and own shares.
For my complete portfolio view my page at MG:
www.MarketGuru.com/gul...]]> http://seekingalpha.com/article/159838-buy-apple-says-analyst?source=feed#comment-660407 660407 Nice of him to wake p from the comma and see an oppertunity in Apple :)
I think his analysis is correct, but out dated. Apple's horizon lies in media selling.
The next step for Apple is connecting iTunes to TV and selling you programs by demand. This will be war against cable companies, a war Apple is poised to win because internet is becoming the primary connection to all homes... 10 years down the line, who needs cable anyway ??]]> Thu, 03 Sep 2009 11:59:26 -0400 Nice of him to wake p from the comma and see an oppertunity in Apple :)
I think his analysis is correct, but out dated. Apple's horizon lies in media selling.
The next step for Apple is connecting iTunes to TV and selling you programs by demand. This will be war against cable companies, a war Apple is poised to win because internet is becoming the primary connection to all homes... 10 years down the line, who needs cable anyway ??]]> http://seekingalpha.com/article/159810-google-considering-m-a-after-all?source=feed#comment-660400 660400 I wonder why they need to acquire companies to do that but I trust they know what they are doing.
Expect them to enter the market with a price slashing bang. Can't wait! :)
]]> Thu, 03 Sep 2009 11:55:04 -0400 I wonder why they need to acquire companies to do that but I trust they know what they are doing.
Expect them to enter the market with a price slashing bang. Can't wait! :)
]]> http://seekingalpha.com/article/151299-very-bullish-on-potash-desjardins?source=feed#comment-602451 602451 Sun, 26 Jul 2009 10:05:29 -0400 http://seekingalpha.com/article/151335-cramer-s-lightning-round-too-late-to-buy-intuitive-surgical-7-24-09?source=feed#comment-602449 602449 Why do people still idolize him?
Why does Seeking Alpha pay him?
Has anyone ever stuck a bigger foot in his mouth like when Cramer was pumping and dumping "Lehman Brothers"?
It's one of two:
Either he scammed people on live TV or he is the world's worst investor!
People never change.. same wall street networkers collecting the same cash from the same idiots..
I'll take any Guru on MarketGuru.com over Cramer any day..]]> Sun, 26 Jul 2009 10:04:45 -0400 Why do people still idolize him?
Why does Seeking Alpha pay him?
Has anyone ever stuck a bigger foot in his mouth like when Cramer was pumping and dumping "Lehman Brothers"?
It's one of two:
Either he scammed people on live TV or he is the world's worst investor!
People never change.. same wall street networkers collecting the same cash from the same idiots..
I'll take any Guru on MarketGuru.com over Cramer any day..]]> http://seekingalpha.com/article/151395-are-bing-users-more-likely-to-click-on-ads-than-google-users?source=feed#comment-602440 602440 Microsoft has users that are far less advanced than mainstream internet users.
Usually people searching MSN are those who don't know how to change their default page settings - either small kids or people who aren't internet savvy - those two groups are the biggest 'clickers' on the net..
]]> Sun, 26 Jul 2009 09:56:01 -0400 Microsoft has users that are far less advanced than mainstream internet users.
Usually people searching MSN are those who don't know how to change their default page settings - either small kids or people who aren't internet savvy - those two groups are the biggest 'clickers' on the net..
]]> http://seekingalpha.com/article/130422-amazon-gaining-share-on-itunes?source=feed#comment-459723 459723 Apple's ditching DRM was a good move.

]]> Sat, 11 Apr 2009 06:47:28 -0400 Apple's ditching DRM was a good move.

]]> http://seekingalpha.com/article/120895-sampo-opportunity-in-shipping?source=feed#comment-391733 391733 Interesting article, thanks.]]> Tue, 17 Feb 2009 08:38:10 -0500 Interesting article, thanks.]]> http://seekingalpha.com/article/120644-barron-s-best-dividend-plays-for-2009?source=feed#comment-388963 388963 As a friend of mine says - Dividends are just a clever way for the government to tax you before you sell the stocks.
]]> Sun, 15 Feb 2009 05:06:19 -0500 As a friend of mine says - Dividends are just a clever way for the government to tax you before you sell the stocks.
]]> http://seekingalpha.com/article/111959-aircastle-s-surprise-dividend-reduction?source=feed#comment-388255 388255 Sat, 14 Feb 2009 05:58:52 -0500 http://seekingalpha.com/article/119353-dryships-the-time-to-buy-is-now?source=feed#comment-381078 381078 For me, to go long - I need a better reason than re-figuring balance sheets.
DRYS have done a terrible job managing their business and the macro truth remains - demand for shipping and products is down down down.. will they survive? maybe. But beaten down companies with better macro prospect are a dime a dozen these days..
Nevertheless, great piece, thanks.
]]> Mon, 09 Feb 2009 11:37:15 -0500 For me, to go long - I need a better reason than re-figuring balance sheets.
DRYS have done a terrible job managing their business and the macro truth remains - demand for shipping and products is down down down.. will they survive? maybe. But beaten down companies with better macro prospect are a dime a dozen these days..
Nevertheless, great piece, thanks.
]]> http://seekingalpha.com/article/115061-israel-etfs-and-the-gaza-factor?source=feed#comment-357316 357316 Fri, 16 Jan 2009 05:29:51 -0500 http://seekingalpha.com/article/115054-yahoo-to-sell-or-not-to-sell?source=feed#comment-357305 357305 We are seeing the results of the terrible Zemel era - that dude did so much damage.
yahoo can't compete with Google on anything and in my book are a SELL
]]> Fri, 16 Jan 2009 04:56:14 -0500 We are seeing the results of the terrible Zemel era - that dude did so much damage.
yahoo can't compete with Google on anything and in my book are a SELL
]]> http://seekingalpha.com/article/113789-ldk-solar-when-bad-news-is-good?source=feed#comment-351488 351488 Sat, 10 Jan 2009 02:27:14 -0500 http://seekingalpha.com/article/111803-a-new-global-telecom-dividends-index?source=feed#comment-338025 338025 Happy holidays :)

]]> Thu, 25 Dec 2008 08:39:52 -0500 Happy holidays :)

]]> http://seekingalpha.com/article/111676-the-good-the-bad-and-the-inaccurate-oil-forecasts?source=feed#comment-334909 334909 ]]> Sun, 21 Dec 2008 07:43:36 -0500 ]]> http://seekingalpha.com/article/109524-considering-timber-as-an-asset-class?source=feed#comment-327000 327000 :)]]> Fri, 12 Dec 2008 02:21:46 -0500 :)]]> http://seekingalpha.com/article/109578-where-is-penn-west-energy-trust-going?source=feed#comment-323807 323807
]]> Mon, 08 Dec 2008 11:16:15 -0500
]]> http://seekingalpha.com/article/109695-does-anyone-touch-better-than-apple?source=feed#comment-323802 323802 ]]> Mon, 08 Dec 2008 11:13:55 -0500 ]]> http://seekingalpha.com/article/108200-obama-s-dream-team-selection-stabilizes-markets-for-now?source=feed#comment-323798 323798 www.marketguru.com/Oba...]]> Mon, 08 Dec 2008 11:11:52 -0500 www.marketguru.com/Oba...]]> http://seekingalpha.com/article/107364-citigroup-the-end-draws-near?source=feed#comment-312802 312802 ]]> Sun, 23 Nov 2008 08:22:02 -0500 ]]> http://seekingalpha.com/article/107386-cramer-s-stop-trading-zombie-stocks-11-21-08?source=feed#comment-312800 312800 the Gurus at MarketGuru do a better job..
Why are you giving him coverage at all?
]]> Sun, 23 Nov 2008 08:20:50 -0500 the Gurus at MarketGuru do a better job..
Why are you giving him coverage at all?
]]> http://seekingalpha.com/article/98043-mint-com-stands-out-in-online-portfolio-tracking?source=feed#comment-271631 271631 You can view my page on my personal link. Recommended.]]> Thu, 02 Oct 2008 11:51:58 -0400 You can view my page on my personal link. Recommended.]]> http://seekingalpha.com/article/95415-bofa-lehman-aig-the-new-financial-realities?source=feed#comment-254691 254691 Long term - this is a dynamite acquisition in my opinion]]> Mon, 15 Sep 2008 07:07:23 -0400 Long term - this is a dynamite acquisition in my opinion]]> http://seekingalpha.com/article/95281-ce-spending-looks-dismal-but-macs-set-to-hit-new-all-time-high?source=feed#comment-253912 253912 What isn't rediculous is MAC's market share that keeps growing and growing. I hold Apple stock and plan to do so for a very long wile longer:
1. just started selling over seas.
2. zero debt.
3. king of brands.
The rest is just a bunch of blah blah if you ask me..
]]> Sun, 14 Sep 2008 09:37:55 -0400 What isn't rediculous is MAC's market share that keeps growing and growing. I hold Apple stock and plan to do so for a very long wile longer:
1. just started selling over seas.
2. zero debt.
3. king of brands.
The rest is just a bunch of blah blah if you ask me..
]]> http://seekingalpha.com/article/95146-6-things-apple-s-not-doing-right?source=feed#comment-252349 252349 Sorry, but these "wrong doings" are picking a fight - it's a brave statement aimed at a company who scores a perfect A+ for branding, marketing, technology and performance.
They are Teflon baby, and will remain such for a while..]]> Fri, 12 Sep 2008 05:51:31 -0400 Sorry, but these "wrong doings" are picking a fight - it's a brave statement aimed at a company who scores a perfect A+ for branding, marketing, technology and performance.
They are Teflon baby, and will remain such for a while..]]> http://seekingalpha.com/article/95143-friday-outlook-commodities-emerging-markets?source=feed#comment-252346 252346 JPM is rewarded for not getting sucked into bad loans as much of the rest of the bunch]]> Fri, 12 Sep 2008 05:47:26 -0400 JPM is rewarded for not getting sucked into bad loans as much of the rest of the bunch]]> http://seekingalpha.com/article/91744-e-trade-financial-carries-high-risk-reward?source=feed#comment-234812 234812 Wed, 20 Aug 2008 11:30:20 -0400