scott146

http://wasatchecon.blogspot.com
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    • Tue Apr 3rd 09:58 AM | Rating: 0 0
      Commented on:
      Canadian Oil Sands: New Twelve Month Volume High
      What price per barrel is the company's break even point?
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    • Mon Apr 2nd 16:00 PM | Rating: 0 0
      Commented on:
      BoJ to Maintain Accommodative Policy; Watching Real Estate Prices
      Any price gains in Japanese residential real estate will be short-term; as population projections through 2050 have Japan's population shrinking 23% due to an aging population and low birthrates.
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    • Mon Apr 2nd 15:41 PM | Rating: 0 0
      Commented on:
      Where is Capital Expenditure Spending?
      Perhaps the reluctance to put cash into capital expenditures could be related to the gross overcapacity that exists in the following sectors:

      -autos
      -building materials(now that the housing market is imploding)
      -restaurants
      -semiconductor manufacturing equipment
      -personal computers
      -steel
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    • Wed Mar 28th 08:15 AM | Rating: 0 0
      Commented on:
      Why Heelys' Fifteen Minutes Are Up
      In my opinion, a company like this shouldn't be a publicly traded company at all. The investment bankers' sales forces must have had choke down their laughter as they called their brokerage clients to pitch this stock for the IPO.
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    • Thu Mar 22nd 13:28 PM | Rating: 0 0
      Commented on:
      Novell: Will Thin Desktops Equal Fat Profits?
      I don't doubt that Wyse is moving a lot of units but whether Novell can generate any meaningful revenue out of this is doubtful. I'll believe it when I see it.
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    • Thu Mar 22nd 12:56 PM | Rating: 0 0
      Commented on:
      Rating Agencies Beholden to Issuers Rather Than Subscribers
      Investors should have this statement tattooed to their foreheads so they see this every morning:)...
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    • Wed Mar 21st 09:57 AM | Rating: 0 0
      Commented on:
      KKR's Sun Investment: Good for Company, Bad for Investors?
      Thanks for providing some thought-provoking analysis; I would be interested in your thoughts on Blackstone's proposed IPO in light of the private equity trends you mention here. My thought on the Blackstone deal is that it is a sign that private equity has peaked as an investment vehicle; the insiders are seeking to cash out by dumping a portion of the company on the investing public. I just don't see how a "private" equity firm can issue public shares and operate without a major change in its business model.
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    • Tue Mar 20th 10:33 AM | Rating: 0 0
      Commented on:
      NYSE Margin Hits All Time High
      One item from the Wikipedia entry on the stock market crash of 1929 states "The crash followed a speculative boom that had taken hold in the late 1920s, which had led millions of Americans to invest heavily in the stock market, a significant number even borrowing money to buy more stock. By August 1929, brokers were routinely lending small investors more than 2/3 of the face value of the stocks they were buying." Granted, conditions now are not precisely the same as in 1929, but I agree that we are in "uh-oh" territory.
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    • Fri Mar 16th 17:36 PM | Rating: 0 0
      Commented on:
      GM's Ineffective Accounting Controls
      Well, the biggest source of these problems (for companies other than GM as well) is that C-level management never wants to allocate resources to the accounting function. Accounting is probably lowest on the list when it comes to capital allocation time at most public and likely a majority of privately-held companies as well. So it's no surprise when companies can get their books straight (not counting outright fraud). In most cases, mid to large cap companies have implemented ERP financial systems in the past few years and I believe that there are plenty of errors currently swept under the rug because time wasn't taken during the implementation to properly transfer the financial data.
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    • Fri Mar 16th 16:44 PM | Rating: 0 0
      Commented on:
      Hedge Fund Return Data: Be Careful of Monthly Numbers
      Needless to say, trading on your own account (say, through E-trade) would allow any kind of returns analysis to be done for any chosen trading period. I fully agree with the points made Schneeweiss and yourself.
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    • Fri Mar 16th 12:44 PM | Rating: 0 0
      Commented on:
      Why Seagate CEO Bill Watkins Isn't Worried About Flash
      Good information, thanks. My main thought on flash hard drives is that they will enable production of laptops that are thinner and lighter. At some point, laptops with full keyboards will be thin and light enough at a reasonable price that they could replace PDA's. Personally, I can't stand any of the PDA's because of the entry interfaces. Styluses, thumb typing, and the like are a pain to learn to use and are inefficient. I have looked at a number of "thin and light" laptops over the years, and they all were either not thin and light enough, or they were exorbitantly expensive. A laptop that was about 3/4" thick and weighs 4 pounds that cost $1,000 is what I would be willing to purchase, and then wouldn't need any kind of PDA.
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    • Fri Mar 16th 10:38 AM | Rating: 0 0
      Commented on:
      Carlos Ghosn To Cease Heading Nissan's N. American Operations
      This makes sense since he's been running two car companies simultaneously for a while(Renault)...even the most energetic person is going to get burned out by that kind of pace.
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    • Thu Mar 15th 16:54 PM | Rating: 0 0
      Commented on:
      Novell: The Numbers Just Don't Add Up
      This is really the same story that Novell has been telling us for years. I don't know why ownership doesn't split this company up by spinning off the Linux business, packaging the Netware maintenance business and sell that to some third party, and liquidate the rest. I don't know if they can get back the cost of the tower that they built in Provo, UT.
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    • Thu Mar 15th 16:44 PM | Rating: 0 0
      Commented on:
      As The Carry Trade Unwinds: Potential Effects Abroad
      My thought on why the yen that the BoJ "that has promptly left the shores of Japan" is exiting Japan is because domestic investors don't see any worthwhile investments in Japan. Many domestic industries in Japan have onerous regulations which inhibit innovation and the motivation to try to improve efficiencies. The research group PRB.org's latest population projections for Japan show that country's population decreasing significantly in the next 25 to 50 years due to a birthrate below fertility levels and and aging population. Finally, I think that the export industries that are successful are likely to be fully priced as far as their share prices are concerned.
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    • Thu Mar 15th 15:51 PM | Rating: 0 0
      Commented on:
      IndyMac: 'Don't Label Us a Sub-Prime Lender'
      No question that IndyMac's earnings will be down, since the demand for loans is sinking. Still, it's always nice to be able to issue a clarifying press release like theirs. Thanks for the info.
      View article »
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