guliamo

http://www.marketguru.com/guliamo
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    • Tue Jul 1st 06:43 AM | Rating: 0 0
      Commented on:
      eBay Spooked by French Court's $61 Million Luxury Brand Ruling
      I liked you article.. eBay has succeeded in falling from investor great. The ceo must leave!!
      She needs to pay for the eBay stores and Skype fiasco.. these two ruined eBay.
      View article »
    • Tue Jul 1st 06:41 AM | Rating: 0 0
      Commented on:
      As Yahoo Fights for Board Control, Analyst Suggests AOL Merger
      I think Yahoo, Microsoft and AOL should merge into a "coalition of the untalented" so we can finally short them all together..
      View article »
    • Tue Jul 1st 06:38 AM | Rating: 0 0
      Commented on:
      Dow Drop - Cramer's Stop Trading! (6/26/08)
      no way that guy can follow so many stocks... he's a brand, it's a business, I put no value on this kind of input.
      View article »
    • Fri Jun 27th 07:01 AM | Rating: 0 0
      Commented on:
      An Overview of the Global Shipping Industry
      Carl... the link to your website is inaccessible.. FYI


      On Jun 19 11:03 AM carl martin wrote:

      > why doesn't this work? after shipping.capitallink comes dot com.
      View article »
    • Fri Jun 27th 07:00 AM | Rating: 0 0
      Commented on:
      Rising Oil and the Future of Globalization: Implications for Transport Stocks
      I'm out of this stock. It's a new shipping company based in Singapore and I thought it would be a good international play. I'm not sure how the shipping industry will react to the increase in oil prices which my strategy is based on, so I'm aligning my strategy and ditching this baby with a small loss..
      View article »
    • Fri Jun 27th 04:30 AM | Rating: 0 0
      Commented on:
      Yahoo Reorganization: It's Official
      re-org, shme-org. there isn't an ounce of talent left in this ex-talented company.
      oops wait, I was wrong.. they are back on the peppy track!

      " formation of an insights strategy team; and enhancements to the technology infrastructure to optimize the use of data and improve coordination between product and engineering teams."

      wow... formation of an insights strategy team.. you guys are so cool.. how do you do it..
      A strategy team.. how nifty.. what a boss plan yahoo... you just know what the kids are wanting these days, don't you..
      View article »
    • Fri Jun 27th 04:11 AM | Rating: 0 0
      Commented on:
      Why I'm Covering Some of My Short Positions
      Market has been terrible in the past week and they say Friday could be the rotten icing on that cake..
      the thing to remember is that these bad phases usually end with massive hikes.. so don't get your money out, just make sure you're in mid cap companies with a clear value chain, no debt and preferably having to do with basic materials, energy or tech - seems to me like these sectors will best weather the storm.
      Happy trades everyone.
      View article »
    • Fri Jun 27th 04:03 AM | Rating: 0 0
      Commented on:
      Shorts Piling On
      I never short, but am always happy to see shorts piling up because if we hit a few sunny days - pressure will be on the bears to sell.. we can only hope... though I must admit things look... bbaadd..
      View article »
    • Thu Jun 26th 04:41 AM | Rating: 0 0
      Commented on:
      UBS Analyst Raises PotashCorp's Price Target
      I don't want to spoil everyones party and I used to own potash myself until a few weeks ago. I would like to share my rational for selling.
      potash isn't a new and emerging company.
      Potash isn't a software company.
      Potash isn't a biotech..
      Potash is a $74 billion company that mixes fertilizers and industrial acids, puts them in sacks and sells to farmers around the world.
      It's a great business, it's a great company with excellent financials and what appears to be excellent management.
      But hold your horses everyone .. no company of this nature can justify a 190% gain in a year. This isn't a small cap hidden gem..
      So fertilizer prices my be sky high, but at a P/E of 52.. Potash could take a serious dive, Be advised..
      View article »
    • Thu Jun 26th 04:34 AM | Rating: 0 0
      Commented on:
      Valuing GE (It's Cheap)
      I am looking at fundamentals and what I see is a company with shrinking earnings growth, negative cash flow and unimpressive profit margins. You are right that the P/E looks inviting (13) and I too have heard of these new technologies being researched by GE.. My fear is that conglomerates aren't good and researching effectively.. GE has 327,000 mouthes to feed and a bad economy will hurt them huge. Entering a process of layoffs always brings the stock price down.
      And though I don't think GE is a risky investment, I can't be convinced to own this company over other, more focused large cap companies who have an org chart that I, or anyone else, can understand..
      View article »
    • Wed Jun 25th 05:25 AM | Rating: 0 0
      Commented on:
      Adobe F2Q08 (Qtr End 5/30/08) Earnings Call Transcript
      I bought some ADBE on April 28th and though the market has slid some
      more since then, I'm up 11% on this holding.
      This is proof that there is no alternative to value investing.
      Adobe is a jewel of a company. 3 strong product lines, great
      management and continuous great product launches. So when the market
      turn bad, investors fly to companies they can trust and that's why
      Adobe is actually on the rise.
      This companies numbers are sweet:
      A 30% operating margin, quarterly earning growing 40%, lots of cash,
      no debt, no competition - just an ever growing demand for graphic
      software fondly nicknamed "Photoshop".
      It's all good over at Adobe's and I think it's a wise place to park
      till the rain stops.
      View article »
    • Wed Jun 25th 05:14 AM | Rating: 0 0
      Commented on:
      The Long Case for ABB Ltd.
      I agree. This is also a great hedge for Americans as ABB income is mostly in Euro / Swiss francs..
      I'cve owned these guys for years - great company with a bright future.
      View article »
    • Sat Jun 21st 03:58 AM | Rating: 0 0
      Commented on:
      When Life Hands You Lehman - Cramer's Stop Trading! (6/18/08)
      well well well... cramer is finally gotten with the program on Crox... it's about time too.. that slipper was out of style last year - and that's when most of us took our profits and ran! you lost 95% on the position... nice that you finally decided to sell... if I were cramer I wouldn't mention such a thing which only proves this guy is all over the place..
      View article »
    • Sun Jun 8th 06:22 AM | Rating: 0 0
      Commented on:
      Is Oil a Bubble? Part 3
      My friend,
      I thought your analysis was impressive but dare say you're missing the point. oil isn't about supply, demand or available reserves.. Oil is about P-A-N-I-C..
      Without Oil the Chinese and Indian economies (and many more for that matter) will simply come to a halt. China will pay any price to secure that black fluid that keeps factory machines working. You could find a huge Oil well in downtown NYC and the price will still remain the same. I guarantee Oil will reach $200 and beyond. The good news is that alternative energy is now fully funded and results will show soon, but the price of Oil will never drop.
      Cheers.
      View article »
    • Wed Jun 4th 14:32 PM | Rating: 0 0
      Commented on:
      Apple iPhone Users to Reach 30 Million by 2010 - Goldman
      Without getting into details or analysis my basic idea is that the Brand is king.. Apple will continue to out perform because their story is more than in numbers.. it's the holistic experience that is "Apple".. example:
      When you call the Apple store.. there is no IVR asking you to click "dos" for spanish and no waiting around - you get a human answer that directs you straight to where you need to go - that's brand.
      When I went to the Apple store to by phones for my girlfriend.. it was a packed store.. so this guy checks me out with a portable credit card machine and sends the receipt to my e-mail.. that's brand.
      When I ordered a nano from the Apple on-line store.. the Nano came fully charged and ready to go! How annoying is it when you get a new device, to have to charge it for 24 hours before starting use? Apple get it, so they pre charge it.. that's brand!!
      Microsoft has no brand.. it's a nuisance monopoly that one must live with. Some one mentioned the Zune.. are you serious? what a floporama! how many did they sell excluding the gates family, three?
      You mentioned LG teaming up with Microsoft, but you can't team up with microsoft.. to team up, you have to know how to share, MS doesn't.
      It's been said that the only product Microsoft could launch that wouldn't suck... is a vacuum cleaner.. hehe..
      View article »
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