tomyris's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/155212/comments http://seekingalpha.com/article/120720-does-obama-have-a-secret-plan?source=feed#comment-390153 390153 Mon, 16 Feb 2009 06:18:29 -0500 http://seekingalpha.com/article/91318-kulicke-soffa-lots-of-upside-potential-in-the-coming-year?source=feed#comment-316512 316512
I like you am a KLIC believer but am a little concerned that it has fallen all the way to 1.26 $ . Do we take on another load or what ?? ]]> Fri, 28 Nov 2008 04:32:32 -0500
I like you am a KLIC believer but am a little concerned that it has fallen all the way to 1.26 $ . Do we take on another load or what ?? ]]> http://seekingalpha.com/article/103278-nortel-s-stock-price-is-irrelevant?source=feed#comment-295624 295624 Sat, 01 Nov 2008 05:05:14 -0400 http://seekingalpha.com/article/101575-u-s-recessions-1900-2008?source=feed#comment-290616 290616 Sun, 26 Oct 2008 03:38:18 -0400 http://seekingalpha.com/article/101803-market-outlook-seize-the-day?source=feed#comment-290157 290157 Sat, 25 Oct 2008 07:29:33 -0400 http://seekingalpha.com/article/101858-bernanke-s-fall-from-grace?source=feed#comment-290156 290156 Sat, 25 Oct 2008 07:23:13 -0400 http://seekingalpha.com/article/95021-spdr-gld-etf-unloads-79-tons-of-gold-should-investors-follow-suit?source=feed#comment-251615 251615
My point to those who argue that gold is a 'Hard Asset' and therefore should be held in preference to paper assets , is that hard assets that have risen in a few years from 400 $ to 1000$ are just if not more risky as paper assets that are being slowly undermined by inflation / credit crunch etc.. the on;y answer is earn more and spend less . ]]> Thu, 11 Sep 2008 11:08:37 -0400
My point to those who argue that gold is a 'Hard Asset' and therefore should be held in preference to paper assets , is that hard assets that have risen in a few years from 400 $ to 1000$ are just if not more risky as paper assets that are being slowly undermined by inflation / credit crunch etc.. the on;y answer is earn more and spend less . ]]> http://seekingalpha.com/article/92371-obama-is-bad-for-the-economy-barron-s?source=feed#comment-237686 237686
America became the great counrty it was by allowing wealth to trickle down to Main Street to invigorate the enconomy . America will not thrive by the rich buying a bigger yacht or other extravagance but rather by directing tax revenues to when they do most good - Main St and the other 99 %. This IMHO is what ailes the American Economy at present and is what a Democratic administation would fix .

As numerous Barrons articles over the years will testify the US stock market does better under the Democrats ,

why is that Mr McTague ??? ]]> Sun, 24 Aug 2008 11:49:24 -0400
America became the great counrty it was by allowing wealth to trickle down to Main Street to invigorate the enconomy . America will not thrive by the rich buying a bigger yacht or other extravagance but rather by directing tax revenues to when they do most good - Main St and the other 99 %. This IMHO is what ailes the American Economy at present and is what a Democratic administation would fix .

As numerous Barrons articles over the years will testify the US stock market does better under the Democrats ,

why is that Mr McTague ??? ]]> http://seekingalpha.com/article/91161-options-trader-friday-outlook?source=feed#comment-231078 231078 Fri, 15 Aug 2008 09:54:08 -0400 http://seekingalpha.com/article/90179-kulicke-and-soffa-it-ain-t-over-till-it-s-over?source=feed#comment-227776 227776 Mon, 11 Aug 2008 11:10:45 -0400 http://seekingalpha.com/article/88967-homebuilder-bankruptcies-who-might-be-next?source=feed#comment-222724 222724 Mon, 04 Aug 2008 19:03:53 -0400 http://seekingalpha.com/article/87720-about-that-silver-lining-erin?source=feed#comment-218046 218046 Wed, 30 Jul 2008 04:42:31 -0400 http://seekingalpha.com/article/84284-amkor-worth-a-look?source=feed#comment-201828 201828 Wed, 09 Jul 2008 18:27:43 -0400 http://seekingalpha.com/article/83464-lennar-s-good-old-days?source=feed#comment-197185 197185
I believe that my comparision of the low in 1990 0.50 $ with the probable low of near 10 $ today is taking into account all splits etc... as the validity of the comparison is evident by looking at any current long term chart.]]> Wed, 02 Jul 2008 10:37:33 -0400
I believe that my comparision of the low in 1990 0.50 $ with the probable low of near 10 $ today is taking into account all splits etc... as the validity of the comparison is evident by looking at any current long term chart.]]> http://seekingalpha.com/article/83464-lennar-s-good-old-days?source=feed#comment-197000 197000 Wed, 02 Jul 2008 04:58:00 -0400 http://seekingalpha.com/article/80601-semiconductors-is-the-glass-half-empty-or-half-full?source=feed#comment-182111 182111
BTW I appreciate your posts and wish you well.

What signs to you look for when its time to bail?? ]]> Mon, 09 Jun 2008 18:44:25 -0400
BTW I appreciate your posts and wish you well.

What signs to you look for when its time to bail?? ]]> http://seekingalpha.com/article/76346-cnbc-sue-herrera-tells-it-like-it-is?source=feed#comment-164502 164502 Thu, 08 May 2008 20:14:21 -0400 http://seekingalpha.com/article/70318-read-it-here-first-illogical-home-sellers?source=feed#comment-133380 133380
Looks like house sellers are not the only crazy ones out there. ]]> Sat, 29 Mar 2008 10:26:09 -0400
Looks like house sellers are not the only crazy ones out there. ]]> http://seekingalpha.com/article/69171-kulicke-and-soffa-s-new-bonder-line-may-revolutionize-semi-equip-sector?source=feed#comment-129681 129681 Your knowledge of the technical details is much grater than mine , but I have been watching and playing this cyclical stock for 15 years and have never seen it in better shape at a trough , plus I am hopefull that with GWB gone and a change in sentiment that we will see a mini (a la y2k) tech revival going into the decade end, which will help guarantee a cyclical peak in this resiliant semi equipment performer.

Thank you for sharing you knowledge . ]]> Fri, 21 Mar 2008 05:31:18 -0400 Your knowledge of the technical details is much grater than mine , but I have been watching and playing this cyclical stock for 15 years and have never seen it in better shape at a trough , plus I am hopefull that with GWB gone and a change in sentiment that we will see a mini (a la y2k) tech revival going into the decade end, which will help guarantee a cyclical peak in this resiliant semi equipment performer.

Thank you for sharing you knowledge . ]]> http://seekingalpha.com/article/68406-semiconductor-capital-equipment-beliefs-perceptions-and-reality?source=feed#comment-126200 126200 Thu, 13 Mar 2008 18:34:13 -0400 http://seekingalpha.com/article/68429-futures-down-triple-digits-on-hedge-fund-collapse?source=feed#comment-126198 126198
]]> Thu, 13 Mar 2008 18:21:31 -0400
]]> http://seekingalpha.com/article/65791-shorting-the-homebuilders-as-their-stocks-surge?source=feed#comment-119360 119360 Ireland
finfacts.ie/irishfinan...
UK
news.bbc.co.uk/2/share...


: Kyero.com Spanish House Price Index - independent and accurate ...Although we've been recording the asking prices of property in Spain since mid 2005, I suspect that ... The national average property price is now €246000. ...
prices.kyero.com/ - 24k - Cached - Similar pages - Note this




]]> Tue, 26 Feb 2008 14:49:46 -0500 Ireland
finfacts.ie/irishfinan...
UK
news.bbc.co.uk/2/share...


: Kyero.com Spanish House Price Index - independent and accurate ...Although we've been recording the asking prices of property in Spain since mid 2005, I suspect that ... The national average property price is now €246000. ...
prices.kyero.com/ - 24k - Cached - Similar pages - Note this




]]> http://seekingalpha.com/article/66117-why-is-asyst-technologies-holding-out-for-a-better-offer?source=feed#comment-119356 119356
I am interested to know why you say the group is mature and losing it cylcicity ??

I was hoping for another significant up cycle to support a mini tech gadet bubble in 2010 - the decade end mini y2k effect ( if you like ) . ]]> Tue, 26 Feb 2008 14:38:55 -0500
I am interested to know why you say the group is mature and losing it cylcicity ??

I was hoping for another significant up cycle to support a mini tech gadet bubble in 2010 - the decade end mini y2k effect ( if you like ) . ]]> http://seekingalpha.com/article/66128-latest-case-schiller-report-shows-the-sky-is-falling?source=feed#comment-119290 119290
Can you please expalin why bubble burster Shiller's index shows a 8.9 % decline in house prices for 2007 and the Ofheo index shows only 0.7% - no doubt the truth lies in between and equally no doubt that Shiller & co will try to exaggerate the down side to inflate their importance,but Mr Market is not fooled . ]]> Tue, 26 Feb 2008 12:47:35 -0500
Can you please expalin why bubble burster Shiller's index shows a 8.9 % decline in house prices for 2007 and the Ofheo index shows only 0.7% - no doubt the truth lies in between and equally no doubt that Shiller & co will try to exaggerate the down side to inflate their importance,but Mr Market is not fooled . ]]> http://seekingalpha.com/article/65791-shorting-the-homebuilders-as-their-stocks-surge?source=feed#comment-119182 119182 I accept your point that European houses look expensive in devalued bucks , but even if you adjust by 25 % to take account of that, which would bring the Euro back close to its original value of 1 euro = 1.18$ , the US bubble is insignificant compared to the EU one .]]> Tue, 26 Feb 2008 09:07:01 -0500 I accept your point that European houses look expensive in devalued bucks , but even if you adjust by 25 % to take account of that, which would bring the Euro back close to its original value of 1 euro = 1.18$ , the US bubble is insignificant compared to the EU one .]]> http://seekingalpha.com/article/65791-shorting-the-homebuilders-as-their-stocks-surge?source=feed#comment-118902 118902 Mon, 25 Feb 2008 16:16:20 -0500 http://seekingalpha.com/article/65791-shorting-the-homebuilders-as-their-stocks-surge?source=feed#comment-118836 118836
A bubble sure but not an enormous one , therefore had it not been for the creation of CDO`s and ensuing credit crunch due to banks holding the bag the slump would never have been as severe .

Thats why I believe that as the credit crunch is worked out the housing market can recover in short order.

I could be wrong , but if you dont try to buy low you will never sell high , and isn´t all investing an evaluation of upside versus down ? .

Does any one have data on foreclosures before for years before the loans were packaged into CDO´s , I suspect they got fairly high on occassions without causing a credit crunch or slump. ]]> Mon, 25 Feb 2008 13:53:35 -0500
A bubble sure but not an enormous one , therefore had it not been for the creation of CDO`s and ensuing credit crunch due to banks holding the bag the slump would never have been as severe .

Thats why I believe that as the credit crunch is worked out the housing market can recover in short order.

I could be wrong , but if you dont try to buy low you will never sell high , and isn´t all investing an evaluation of upside versus down ? .

Does any one have data on foreclosures before for years before the loans were packaged into CDO´s , I suspect they got fairly high on occassions without causing a credit crunch or slump. ]]> http://seekingalpha.com/article/64868-semis-have-been-consistent-losers?source=feed#comment-118475 118475 Sun, 24 Feb 2008 18:25:43 -0500 http://seekingalpha.com/article/65791-shorting-the-homebuilders-as-their-stocks-surge?source=feed#comment-118373 118373
Average house price in UK is 222 K £ equivalent to 432 k $
Average house in Spain is 246k €uros equivalent to 364 k $
Average house price in Ireland Dunlin area 397 K € = 587 k $
Average house price in Ireland outside Dublin 266€ = 393 k $

The median house price ( admittedly not the same as average but close ) in the USA is 240 K $ and believe me USA houses are a whole lot bigger .

If the USA has a bubble some European countries have hot air baloons . You got any facts Jack or are you blowing baloons ?
]]> Sun, 24 Feb 2008 14:24:41 -0500
Average house price in UK is 222 K £ equivalent to 432 k $
Average house in Spain is 246k €uros equivalent to 364 k $
Average house price in Ireland Dunlin area 397 K € = 587 k $
Average house price in Ireland outside Dublin 266€ = 393 k $

The median house price ( admittedly not the same as average but close ) in the USA is 240 K $ and believe me USA houses are a whole lot bigger .

If the USA has a bubble some European countries have hot air baloons . You got any facts Jack or are you blowing baloons ?
]]> http://seekingalpha.com/article/65791-shorting-the-homebuilders-as-their-stocks-surge?source=feed#comment-118200 118200 In fact I believe that were it not for the invention of CDO's there would be no US housing crisis .

I am with Bill Miller on this one. Houses builders are not comparable to Y2K Fantasies . ]]> Sun, 24 Feb 2008 07:22:53 -0500 In fact I believe that were it not for the invention of CDO's there would be no US housing crisis .

I am with Bill Miller on this one. Houses builders are not comparable to Y2K Fantasies . ]]>