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  • Microsoft Mission Shift: Software Is Dead, Long Live the Web - Ozzie [View article]
    Microsoft might not be very good at the web right now, but with Windows and Office clearly on the decline, it may be its best hope for surviving the onslaught of Linux.
    Apr 23 16:57 pm |Rating: 0 0 |Link to Comment
  • Phillip Morris: Smoke 'Em If You Own 'Em [View article]
    Smokers are quitting in record number in developed countries and Phillip Morris has dumped Kraft and the growing international market, leaving it only with the declining US market and a stake in the SABMiller beer company. This is a terrible long term investment.
    Apr 23 16:56 pm |Rating: 0 0 |Link to Comment
  • Is Visa Really Priceless? [View article]
    Boy oh boy isn't this stock overhyped. Yes this company has great potential for international growth (as long as government regulators aren't too harsh on them and there isn't a bad recession - both significant risks). But anyone who's telling you that Visa is a path to easy money is WRONG because ultimately all markets are efficient so any stock can go in any direction including down especially once the hype wears off. Google and MasterCard were just plain LUCK. Don't count on Visa doing so well: maybe it will but quite likely it won't.
    Apr 09 00:52 am |Rating: 0 0 |Link to Comment
  • AMD's Troubles Are Making Intel Investors Nervous [View article]
    I have to agree with Locke. AMD has been in trouble for years. Its technology is greatly inferior to Intel's and it has spent a lot of money in the last few years trying to catch up to Intel's R&D machine (without any real success). Its acquisition of ATI hasn't helped - it has already written off $1.6 billion of its goodwill - and with Intel entering that market they might have to write off even more. Intel's revenues will inevitably go down somewhat due to the recession but increased market share and new markets (graphics cards, ultra-mobile processors) should counteract that somewhat. The computer industry as a whole is not in trouble so selling Intel because AMD is losing even more money this quarter is foolish.
    Apr 08 23:33 pm |Rating: 0 0 |Link to Comment
  • VIX-S&P 500 Correlation: Short-Term Top? [View article]
    Coincidence?
    Apr 04 10:04 am |Rating: 0 0 |Link to Comment
  • Chance This Is The Bottom? Zero. [View article]
    Don't forget that markets are efficient. Therefore, the chance that markets have already bottomed > 0%.
    Apr 04 09:58 am |Rating: 0 0 |Link to Comment
  • Keep EnCana On Your Short List [View article]
    This will go up as long as natural gas and oil prices go up, just like all oil and gas companies. If oil and natural gas go down, this stock will likely go down as well. Keep that in mind.
    Apr 03 13:57 pm |Rating: 0 0 |Link to Comment
  • Will Better Browsers Pose a New Worry for Google? [View article]
    I doubt it. If any of these new search engines starts to pose a serious threat to Google, Google will just buy it.
    Mar 26 20:46 pm |Rating: 0 0 |Link to Comment
  • United Technologies Should Hold Up Well in a Recession [View article]
    Because markets are efficient. Stocks are just as likely to go up as they are to go down, because a lot of the economic risks (recession, subprime writedowns, slowdown in construction, etc.) are "priced in" to the market. Don't let anyone tell you it's a certainty that stocks will go down - this is false.
    Mar 25 20:54 pm |Rating: 0 0 |Link to Comment
  • U.S. Decouples From Global Markets - in Reverse [View article]
    Don't forget Canada. It's down only 6.1% YTD. High oil and gold have buoyed Canadian stocks recently.
    Mar 24 18:55 pm |Rating: 0 0 |Link to Comment
  • Visa’s Record IPO: A Profitable Long-Term Investment? [View article]
    Watch out for litigation. Visa is facing a lot of it over anti-trust concerns. This is a serious risk that people seem to be overlooking.
    Mar 19 10:21 am |Rating: 0 0 |Link to Comment
  • 4 Recommendations to Defend Against a Financial Armageddon [View article]
    Yet another bear. Seriously, we have had 10 recessions since World War II and after every one, the economy has recovered and we have had sometimes quite spectacular bull markets. There's no reason that this won't happen this time as well, given that the Fed has been pretty aggressive with lowering interest rates and bailing out financial firms. As soon as the interest rate reductions which started in fall 2007 kick into full effect, which will take about a year, we will turn around and all will be forgotten. I bought some stocks in February, and I am planning on buying some more because P/E ratios are attractive right now and this talk of a Great Depression is simply absurd. Don't dump your money in gold or oil (which are bound to have a correction) or T-bills (because yields are less than inflation). If you have a reasonably long time horizon, this is a great time to load up on cheap stocks.
    Mar 18 01:41 am |Rating: 0 0 |Link to Comment
  • AAA Bonds That Fail the Investment Grade Test [View article]
    ABX = Junk bond fund
    Mar 13 06:34 am |Rating: 0 0 |Link to Comment
  • Options Trader: Tuesday's Outlook [View article]
    Obviously since the Wall Street Journal is telling everybody that there will be a Great Depression of 2008 we should be buying! P/E ratios haven't looked this good in years.

    Oh, and commodities are overvalued. Don't buy them.
    Mar 11 22:13 pm |Rating: 0 0 |Link to Comment
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