ozcutty's Comments ozcutty's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/162240/comments 5 Food Stocks: Dividends and Growth Make a Tasty Combination http://seekingalpha.com/article/176266-5-food-stocks-dividends-and-growth-make-a-tasty-combination?source=feed#comment-789175 789175 Thu, 03 Dec 2009 18:19:37 -0500 5 Food Stocks: Dividends and Growth Make a Tasty Combination http://seekingalpha.com/article/176266-5-food-stocks-dividends-and-growth-make-a-tasty-combination?source=feed#comment-789165 789165 Thu, 03 Dec 2009 18:10:52 -0500 5 Food Stocks: Dividends and Growth Make a Tasty Combination http://seekingalpha.com/article/176266-5-food-stocks-dividends-and-growth-make-a-tasty-combination?source=feed#comment-788048 788048 Thu, 03 Dec 2009 06:54:09 -0500 Why a Market Crash Doesn’t Matter http://seekingalpha.com/article/174714-why-a-market-crash-doesnt-matter?source=feed#comment-774141 774141 Mon, 23 Nov 2009 18:32:40 -0500 Buffett and Gates at Columbia – The Markets Have Bottomed! http://seekingalpha.com/article/173318-buffett-and-gates-at-columbia-the-markets-have-bottomed?source=feed#comment-761471 761471 It looks like MSFT is a reasonable buy right now, especially with Windows 7 doing great. My only issue is the sheer size of the company, very hard to get good growth with a company that size.]]> Sun, 15 Nov 2009 22:41:51 -0500 It looks like MSFT is a reasonable buy right now, especially with Windows 7 doing great. My only issue is the sheer size of the company, very hard to get good growth with a company that size.]]> Why Magazine Covers Are Historically Great Contrarian Indicators http://seekingalpha.com/article/172731-why-magazine-covers-are-historically-great-contrarian-indicators?source=feed#comment-756685 756685 Thu, 12 Nov 2009 06:41:43 -0500 AllianceBernstein: Still Worth Buying http://seekingalpha.com/article/171627-alliancebernstein-still-worth-buying?source=feed#comment-746918 746918 disclosure: long AB]]> Thu, 05 Nov 2009 16:35:18 -0500 disclosure: long AB]]> Riding the Rails: Why BNI Was Berkshire's Best Bet - And Vintage Buffett http://seekingalpha.com/article/170927-riding-the-rails-why-bni-was-berkshire-s-best-bet-and-vintage-buffett?source=feed#comment-743931 743931 i'll stick with my insurance and asset management stocks thanks]]> Wed, 04 Nov 2009 07:25:45 -0500 i'll stick with my insurance and asset management stocks thanks]]> Are Financial Management Firms a Good Buy Again? http://seekingalpha.com/article/168835-are-financial-management-firms-a-good-buy-again?source=feed#comment-731991 731991 Tue, 27 Oct 2009 08:04:28 -0400 Will Altria Group Burn Out Long Term? http://seekingalpha.com/article/165654-will-altria-group-burn-out-long-term?source=feed#comment-724817 724817 Thu, 22 Oct 2009 07:08:34 -0400 Earnings Preview: UnitedHealth Group http://seekingalpha.com/article/167351-earnings-preview-unitedhealth-group?source=feed#comment-721753 721753 Tue, 20 Oct 2009 06:47:15 -0400 The Dollar: A Strong Buy http://seekingalpha.com/article/162370-the-dollar-a-strong-buy?source=feed#comment-684695 684695 Mon, 21 Sep 2009 07:24:48 -0400 Friday Outlook: Commodities, Global Markets http://seekingalpha.com/article/160927-friday-outlook-commodities-global-markets?source=feed#comment-671665 671665 I'm starting to believe this rally and now i'm starting to think all this cheap money could spark the mother of all booms in just about every asset class until it is reigned in. See todays Bloomberg about all the Chinese gearing up to invest in shares and posible sovereign wealth fund investment in US realestate. If you take away all the inventory, things could move from bust to boom incredibly quickly. Just look what clunkers did to cars.]]> Fri, 11 Sep 2009 07:38:45 -0400 I'm starting to believe this rally and now i'm starting to think all this cheap money could spark the mother of all booms in just about every asset class until it is reigned in. See todays Bloomberg about all the Chinese gearing up to invest in shares and posible sovereign wealth fund investment in US realestate. If you take away all the inventory, things could move from bust to boom incredibly quickly. Just look what clunkers did to cars.]]> Legg Mason: Earnings Good at First Glance, Ugly After That http://seekingalpha.com/article/150114-legg-mason-earnings-good-at-first-glance-ugly-after-that?source=feed#comment-648326 648326 i switched out of LM into AB, much simpler business, no debt issues or SIV's. Funnily though, since jumping to AB, they have reported better results than LM but LM has rallied much more!
It interesting that the biggest rallys have occured with the companies with the most debt and shakiest earnings, do fundamentals mean nothing to todays investors???]]>
Thu, 27 Aug 2009 01:06:04 -0400 i switched out of LM into AB, much simpler business, no debt issues or SIV's. Funnily though, since jumping to AB, they have reported better results than LM but LM has rallied much more!
It interesting that the biggest rallys have occured with the companies with the most debt and shakiest earnings, do fundamentals mean nothing to todays investors???]]>
Why Do Spin-Offs Often Outperform? http://seekingalpha.com/article/140041-why-do-spin-offs-often-outperform?source=feed#comment-551577 551577 Thu, 18 Jun 2009 06:37:30 -0400 Thursday Outlook: Commodities, Global Markets http://seekingalpha.com/article/133456-thursday-outlook-commodities-global-markets?source=feed#comment-493363 493363 Thu, 07 May 2009 06:11:11 -0400 Four Stocks Selling Below Cash http://seekingalpha.com/article/135231-four-stocks-selling-below-cash?source=feed#comment-490997 490997 Tue, 05 May 2009 17:21:15 -0400 Weekly Preview: How Stressed Will the Markets Be? http://seekingalpha.com/article/134955-weekly-preview-how-stressed-will-the-markets-be?source=feed#comment-488424 488424 Mon, 04 May 2009 08:45:35 -0400 Tuesday Outlook: Commodities, Global Markets http://seekingalpha.com/article/133472-tuesday-outlook-commodities-global-markets?source=feed#comment-480480 480480 Tue, 28 Apr 2009 08:01:22 -0400 Capital One Defies Even Constanza Logic http://seekingalpha.com/article/132965-capital-one-defies-even-constanza-logic?source=feed#comment-476501 476501 Fri, 24 Apr 2009 18:14:10 -0400 Financials' Earnings Reports - Each Firm Unique in Market's Eyes http://seekingalpha.com/article/132893-financials-earnings-reports-each-firm-unique-in-market-s-eyes?source=feed#comment-475346 475346 Fri, 24 Apr 2009 05:37:35 -0400 Where Have All the Buybacks Gone? http://seekingalpha.com/article/130457-where-have-all-the-buybacks-gone?source=feed#comment-459659 459659 Sat, 11 Apr 2009 01:32:44 -0400 Discover Financial: An Average Company at a Great Price? http://seekingalpha.com/article/130325-discover-financial-an-average-company-at-a-great-price?source=feed#comment-458053 458053 Thu, 09 Apr 2009 17:37:21 -0400 Tuesday Outlook: Commodities, Global Markets http://seekingalpha.com/article/126739-tuesday-outlook-commodities-global-markets?source=feed#comment-437753 437753 Tue, 24 Mar 2009 06:12:47 -0400 Friday Outlook: Commodities, Global Markets http://seekingalpha.com/article/125024-friday-outlook-commodities-global-markets?source=feed#comment-433194 433194
So i'm taking it that you expect a down day today......]]>
Fri, 20 Mar 2009 04:19:56 -0400
So i'm taking it that you expect a down day today......]]>
Thursday Outlook: Another Bubble? http://seekingalpha.com/article/111130-thursday-outlook-another-bubble?source=feed#comment-431875 431875 Thu, 19 Mar 2009 05:10:49 -0400 7 Insurers on My Shopping List http://seekingalpha.com/article/124749-7-insurers-on-my-shopping-list?source=feed#comment-418426 418426 Sun, 08 Mar 2009 17:40:46 -0400 Wednesday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/123992-wednesday-outlook-commodities-emerging-markets?source=feed#comment-412230 412230 Wed, 04 Mar 2009 05:38:08 -0500 GE Finally Cuts the Dividend http://seekingalpha.com/article/123224-ge-finally-cuts-the-dividend?source=feed#comment-406430 406430 Fri, 27 Feb 2009 16:49:46 -0500 Friday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/119521-friday-outlook-commodities-emerging-markets?source=feed#comment-405467 405467 Fri, 27 Feb 2009 05:59:27 -0500