Alex Filonov

http://muddlinginvestor.blogspot.com/
Total Rating:
+10 / -5

276 Comments

    • Thu Jul 31st 13:29 PM | Rating: 0 0
      Commented on:
      Robert Dehollander on Alternative Energy
      Don't know about nuclear ETFs, but biggest US utility with nuclear plants is Excelon (EXC). Pricey to my taste, and, of course, going down now with all energy.
      View article »
    • Thu Jul 31st 12:36 PM | Rating: 0 0
      Commented on:
      Move Over Exxon-Mobil, Here Comes Gazprom
      Gazprom share price is low because political risk is priced in. Political risk was going up, not down lately. Oil and gas prices are going down. Risk/reward ratio is too high, as usual for those playing Russian Roulette.
      View article »
    • Thu Jul 31st 11:09 AM | Rating: 0 0
      Commented on:
      Robert Dehollander on Alternative Energy
      This article is almost as useless as alternative energy. Nuclear is real, but it's mainstream for 40+ years, not alternative. Solar will always be energy of the future. Of course, if anybody invent a way to convert 30% of solar to electricity, it's gonna be real. But chances are just a little bit better than success of perpetuum mobile.
      View article »
    • Tue Jul 29th 23:43 PM | Rating: 0 0
      Commented on:
      T. Boone Pickens Dumps His Yahoo Shares
      That's what happens when even good (maybe outstanding) investor is buying something he doesn't understand.
      View article »
    • Tue Jul 29th 10:20 AM | Rating: 0 0
      Commented on:
      Mechel Should Bounce on Russian Deputy P.M.'s Comments
      Russia is a trap for investors. Get out.
      View article »
    • Fri Jul 25th 23:46 PM | Rating: 0 0
      Commented on:
      Where Are Precious Metals Heading?
      Yet again I see an article about gold which doesn't mention main consumer: India. I wonder, why? And why this article is worth anything?
      View article »
    • Fri Jul 25th 23:44 PM | Rating: 0 0
      Commented on:
      What's Behind the Slide in Oil and Commodities?
      Too much unrelated information. Commodities were in unsustainable bubble. Now bubble popped. There is nothing more to it.
      View article »
    • Thu Jul 24th 10:43 AM | Rating: 0 0
      Commented on:
      News Flash: Major Market Turns Aren't Announced In Advance
      Great article! Yes, market will humble anybody.
      View article »
    • Wed Jul 23rd 22:58 PM | Rating: 0 0
      Commented on:
      Wachovia's Rally & Oil's Decline: Rotation from Energy to Financials?
      This looks like rotation to financials. When Wachovia missed estimates (badly) and stock went up, what other proof we need?
      View article »
    • Wed Jul 23rd 12:43 PM | Rating: 0 0
      Commented on:
      Intuitive Surgical's Q2: A Lesson in Errors of Perception
      Not many analysts understand ISRG. Da Vinci is a paradigm shift, from manual surgery to robot assisted. Couple of years ago I read that there is a need of max 2 machines per hospital. Some hospitals now have 5! Some surgeries performed with Da Vinci are impossible otherwise.

      ISRG is a Google of healthcare.

      Disclosure: long ISRG since 2006.
      View article »
    • Wed Jul 23rd 11:36 AM | Rating: 0 0
      Commented on:
      Time to Stand Up for Steve Jobs
      Jobs is great. Apple with Jobs is great. Apple without him is not.
      OS: author doesn't understand a thing. Current Mac OS is build on BSD Unix. Yeah, all eye candy is produced (and copyrighted) by Apple. But kernel is available to anybody. And competing OS exists: Linux. It's right in the datacenter near you (think Google). It's in your wifi router. It's in millions of computers, most of which were initially sold with Windows (I own one, there are about a dozen in the small network I manage and I know a lot of people owning some). And currently there are more developers for Linux than for Mac OS (oops!). Just take a look at sourceforge.net

      Apple's strength is in excellent products, which combine great design, great functionality and great hype. Without Steve Jobs, Apple is going back into gray products. Not at once, but in several years for sure.

      I wish Steve Jobs best health. I hope he has a lot of years of creative life ahead. But investments are not build on hope. That's why I'm trimming my Apple position now.

      Disclosure: long Apple.
      View article »
    • Tue Jul 22nd 11:24 AM | Rating: 0 0
      Commented on:
      Apple Is Worth More than Steve Jobs
      Jobs is Apple. Make no mistake about it. He is irreplaceable genius. Stock might hold OK for a while if/when Jobs is gone, but long term, Apple without him is dead. Was dead once already.

      Disclaimer: Long Apple, still my biggest position.
      View article »
    • Tue Jul 22nd 11:20 AM | Rating: 0 0
      Commented on:
      4 Lingering Questions on the Yahoo/Icahn Deal
      Yahoo! did let fox in the hen house. But they didn't have a choice. By different estimates, Icahn had support of up to 40% of shareholders. Such big a group has to have board representation.

      Deal with Microsoft? Forget about it.

      Johnathan Miller's AOL experience means nothing. Can even be negative. AOL is dead, has been for the last 5 years. That nominee is just a sign that Icahn himself doesn't understand Yahoo! business and needs somebody's help. He just doesn't know who can help.

      Last, but not least: Motorola experience. It shows that Icahn doesn't understand tech. At all.
      View article »
    • Sat Jul 19th 01:19 AM | Rating: 0 0
      Commented on:
      How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play It, Part II
      That's not even funny. Great Depression was about deflation. Japanese Great Depression was about deflation. What does it have to to with inflation?
      Global infrastructure boom? With US in depression? Wrong on both sides:
      1. If US, a buyer of last resort, isn't buying much anymore, who is going to develop infrastructure?
      2. If they still do, where are they going to buy heavy machinery? CAT, DE, and above mentioned GE are still American companies! As well as hundreds other names.
      As for gold, it was, is and always will be a tool for hoarding. Has nothing to to with investment. And way too much dependent on demand from developing world. Still not clear how situation in Vietnam (ban on gold import) and India (drop of gold imports in the last several months) impacts gold market. BTW, India consumes, at average, 30% of gold.
      View article »
    • Fri Jul 18th 17:49 PM | Rating: 0 0
      Commented on:
      How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play it
      I also want to add that apart from being wrong, this article doesn't provide what it promised: "How to play it". If parallels with Japan hold even a little bit, dollar carry trade is a way to go!
      View article »
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