globalmacro

Comparing Valuations of Yahoo vs. Google

"Like MSFT, it's good at generating cash from its one hit but does nothing else useful or interesting" - bearfund

This has to be one of the most worthless pieces of commentary I have read in my entire life. Bearfund, I'm impressed that you're even able to type words given your tiny intellectual bandwith. I guess you can't achieve if you don't try.

Comparing Valuations of Yahoo vs. Google

Also need to factor in that Jerry Yang is an idiot. That should lop off at least $10 off the current share price unless you're factoring in his immediate removal. Oh and did you forget to account for the fact that youtube might be valued at 25-50B by the end of this year if it were a standalone company? That's quite a bit more than the 1.65B that Google paid for the company. How does that factor in to Google's valuation?

Oil at $127, Buy Sunpower

Suntech over Sunpower all day long. And then tomorrow too.

Options Trader: Wednesday Outlook

The bowtie says it all. The FSLR financial wizardry doesn't surprise me either as it comes from a man who once called ISRG an inexpensive stock at $300 per share.

Is Google Its Own Worst Enemy?

First they malign Google because they're too free-spirited. Now, you malign them because they're not free-spirited enough? What gives, amigo?

Take Advantage of Crazy, Paranoid Mr. Market

There are quite a few strong opportunies amongst the growing legion of NYSE traded Chinese stocks. These stocks did not receive nearly as much hot money as the A share market and some sectors, like online multiplayer games, are trading like value stocks even though they have 70% operating margins, half of their market cap in cash with no debt, 100% growth rates, and forward PEs of under 20.

Cramer's Four Horsemen Back in the Saddle

So when he says the bottom is in with financials, short financials. And when he says Google is toast, buy Google. I get it now wadexyz. Thanks for the education. I couldn't have done this without your insightful advice.

India: Capital Market Reform Key to Infrastructure Needs

Amen

'The Only Three Stocks You'll Ever Need'

I feel liberated. Thank you.

Yahoo/Microsoft: Much Ado About Nothing Until 'Google' Ceases To Be a Verb

The answer is that Google will. The foundation of Google's business is innovation. All of their business processes and the core values are directed towards adapting to change and innovating in the face of change. I think the author hit it right on the head: are all these discussions about Microsoft and Yahoo a waste of time? I think so.

Tele Norte Primed for a Major Breakout

What percentage of their revenue comes from mobile vs fixed line? Where do you see growth coming from in the next 5 years? What are the advantages over VIV? I'm not convinced but I've never followed this issue and I'm not familiar with their competitive advantages (if any).

Is This the Moment of Truth?

Very good point. I think part of this pyschology is really built on the encouragement of people like the CNBC folks whose business depends on you and I thinking that something important is happening at every moment.

Cramer's Four Horsemen Back in the Saddle

Cramer gets it right 49% of the time so he's better than most mutual fund managers.

China Stocks: April Was Kind

Lord Kraken, what about all the stocks trading on the NYSE? They're not trading at a 40/50 PE. In fact some of the NYSE traded multiplayer online game companies like GA and PWRD, have half of their market capitalization in cash, 60-80% operating margins, growth rates over 100%, and trade at forward PEs under 20. You're clearly only focusing on the stocks that local Chinese can buy. As an American, you can buy the cream of the crop at very reasonable valuations.

Tuesday Outlook: Unremarkable Volume, Breadth

Head and Shoulders top in India? No way. Only a very short-term analysis would ever jump to that conclusion based on the totally random gyrations of a closed end fund chart. Take a look at the more naturally trading ETF charts please. IFN trades in a very strange way based on supply and demand dynamics that have nothing to do with the underlying value of the companies in the fund.