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Smokemout

Smokemout
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  • The Simple Case For Microsoft [View article]
    Typical of a numbers wonk, he shows lots of bones but no meat. The future of MSFT lies in new products/services that don't show up in a rear view mirror full of numbers.
    Aug 19 10:00 AM | Likes Like |Link to Comment
  • Beverage Wars: Coca-Cola Vs. PepsiCo [View article]
    KO has specific risk & systemic risk while SPY representing 500 stocks has only systemic risk and yet has outperformed KO for 10 years. With a higher pxe than SPY today, why would any idiot pay 40 for KO?
    May 7 12:13 PM | 1 Like Like |Link to Comment
  • Could The Fed Have Avoided 2008? [View article]
    Hindsight. Every freak is a genius with hindsight. Every boom ends with a bust - the lesson of financial history. My question: if you're so smart how come you're not rich?ug
    :
    Feb 28 10:04 PM | 1 Like Like |Link to Comment
  • Google's Lenovo Buy Just Temporary [View article]
    Lacks vision and perspective. Largest PC mfgr with a measly $10B market cap in country with 1.3 billion pop. L T beats the S&P; also cheap takeover target. My conclusion: Rotten analysis for investors looking to make money.
    Feb 27 08:34 PM | Likes Like |Link to Comment
  • Macau revenue weakens in January [View news story]
    Sounds good to me.
    Feb 15 01:07 PM | Likes Like |Link to Comment
  • Warren Buffett's 'Cool' Assistant At Berkshire Hathaway [View article]
    You're suffering mostly systemic risk not much BRKB specific risk. Remember, when they raid the whorehouse they take the piano player too i.e. don't buy a stock if you think the stock market is headed lower.

    Feb 5 08:39 PM | Likes Like |Link to Comment
  • Warren Buffett's 'Cool' Assistant At Berkshire Hathaway [View article]
    Terrible advice: The only way to achieve good long term performance is to have good short term performance - do the math.
    Feb 5 08:38 PM | Likes Like |Link to Comment
  • Warren Buffett's 'Cool' Assistant At Berkshire Hathaway [View article]
    Do that long enough and you'll find yourself a welfare recipient
    Feb 5 08:37 PM | Likes Like |Link to Comment
  • Warren Buffett's 'Cool' Assistant At Berkshire Hathaway [View article]
    On that reasoning Eastman Kodak was a good buy when it got down to 10 from 70.
    Feb 5 08:35 PM | Likes Like |Link to Comment
  • Warren Buffett's 'Cool' Assistant At Berkshire Hathaway [View article]
    You must have acquired your wisdom watching animals procreate just as Buffett applies this knowledge in dealing with counter parties.
    Feb 5 08:33 PM | Likes Like |Link to Comment
  • Warren Buffett's 'Cool' Assistant At Berkshire Hathaway [View article]
    Even Buffett says Munger is the smarter of the two - and I agree.
    Feb 5 08:32 PM | Likes Like |Link to Comment
  • The Most Underappreciated Bullish Evidence [View article]
    These are known as statistical "back fits" - frequently unreliable in forecasting the future.
    Dec 28 06:32 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    If a bank admits to criminal charges, a large portion of its clients must leave as they are legally unable to do business with a felon. This would force JPM to close or merge and tens of thousands of employees to lose their jobs. Check what happened to Bankers Trust in 1999 when Mary Joe White, then DA brought criminal charges against that institution.
    Oct 21 09:19 AM | 6 Likes Like |Link to Comment
  • Union Pacific And It's Dividend Keep Chugging Along [View article]
    Sounds reasonable to me.
    Sep 29 11:23 AM | Likes Like |Link to Comment
COMMENTS STATS
14 Comments
9 Likes