ArtfulDodger

What's Wrong with the Gaming Industry?

Netease (NTES) and Power World (PWRD) are doing quite well.

Dispelling Myths About the Stock Market and Precious Metals

I keep telling all the sages who claim to be able to pick the direction of markets over the short term to open a futures trading account. They can make more than Buffett ever dreamed of having---if they can actually pick market direction accurately.

No one so far has done so. But still, everyday another article telling us the direction of markets over the next month, week, or even the next day.

I mean I wouldn't give you two cents for volume, the Vix, the average price or anything of the type.

Find me a good company with good management, good products, good margins, with growth potential---and I'll give it a chance with my little investment.

To hell with trying to figure the machinations of market direction; it's a worthless endeavor, as far as I'm concerned.

Large Caps Could Lead the Market Much Higher

Dear AB, a good, well-written and thinking article.
Thank you for it.

Since we last communicated I've bought only one US stock, NE, and that's because it finally got so out-of-favor cheap that I thought about the only other thing they could do is give it away; and I knew that wasn't going to happen.

I'm still long my China and Brazil stocks and plan on remaining so until there is either serious monetary or fiscal policy change.

I still don't like US stocks, as a rule, because I fear this Ad. and Congress. Every day they float a new anti-business tax or piece of legislation, and sooner or later they're going to start passing them. Why fight these anti-business creeps?

Liquidity driven or not, these people could derail any sector at any time with their leftist policies. Don't you think?

I have an article on the Instablog comparing China and the US. I would appreciate your reading it and making a comment, if you have time.

Regarding the comments, I can only say I hope things are as simple and easy as Tom Armistead seems to think they're going to be.

Thanks again for your work. I'm going to look over the large caps you mentioned.

Tremblant Bets on Tech Sector

Thank you for prepaing and presenting this article, Market Folly. Very interesting.

Wall Street Breakfast: Must-Know News

Any worthwhile companies to invest in in Belgium, Guymar?


On Apr 29 02:42 PM guymar wrote:

> Belgium :-)

Wall Street Breakfast: Must-Know News

Thank you RG. Love your concise, well-written run downs!

Wall Street Breakfast: Must-Know News

Where are you from, guymar?


On Apr 29 09:16 AM guymar wrote:

> I live in a country with a socialist government, which has the following
> advantages:
> 1. No capital gains tax, as government is still in denial about the
> existence of capitalism
> 2. We can sell securities when the market starts going down, hence
> no fear of buying in a bear market rally.

20 Stocks with High Net Cash

Good nest of strong-buy stocks. Thanks.

15 Stocks to Watch or Own in 2009 - An Update

Very interesting way to value companies.

I have been over all of these recently, and I am long Potash and China Mobile.

RIG also seems to have potential, but I own CEO, STO, & PTR and so have enough in that area.

Thank you for the article.

Nokia's a Juggernaut, But What's Left to Conquer?

Something left out of the article is that Nokia's management keeps its nose to the grindstone building its products, its balance sheet, and its marketing—not concerning itself with what its competitors are doing.

Unlike other companies, when you hear its management speak, they speak of their products and what they're doing—they refrain from commenting on their competitors'.

I like this about Nokia. I think it's a Finnish thing.

Truly, Nokia is a "juggernaut" everywhere but in the US, but I'm not giving up on the US market for Nokia.

Very good points in the article, SA. Thanks.

Long Nokia for the long haul.

Companies' Cash Holdings: The Winners and Losers

In my view, it's still a time to buy cash and free cash flow and sell negative cash flow and debt.

There are a few claw marks on the wall at the bottom of the hole we're in, but we're not out of this one yet.

Thus, companies that still have positive real earnings and plenty of cash are better able to survive and potentially thrive.

Thanks for the heavy-on-cash report.

The Ongoing Smartphone Revolution

Mr. Bruce Everiss:

You are right about not writing the Finns off. They are great innovators and even better managers.

But what I really like about them is they tend to their own business. They bore their heads and put their noses to the grindstone---and work.

It's hard to beat people like that in the long run.

Thank you for the excellent coverage and insights into these companies and their products.

I really appreciated the article.

The S&P 500's Strongest Balance Sheets

Mr. Alan Brochstein:

That's some very good info. I like this metric a lot: Liabilities/FreeCashFlow <5.

Thanks for the run down.

The Battle Lines Are Drawn in the War for Mobile Developers

Good article. Good points on each company. Thank you.

Smartphone Update: 2008 Q4 Market Share

The author seems worried about Nokia losing more of its share even in Europe, but for investors there's another question: price.

Apple and Rim are priced at premiums, and Nokia is on sale.

Investors have that choice to make: buy the companies that are priced because they're doing well and expected to do even better, or buy the company priced to lose more share.


Joel West wrote:
"The question is, will its rivals make significant inroads into Nokia’s dominant smartphone market share in Europe and the Rest Of World."