20smoney's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/163362/comments http://seekingalpha.com/article/152147-how-much-are-apple-s-45-million-users-worth?source=feed#comment-606647 606647 Wed, 29 Jul 2009 11:25:33 -0400 http://seekingalpha.com/article/150480-apple-scores-again?source=feed#comment-597999 597999
Good luck!

Kevin
20smoney.com]]> Wed, 22 Jul 2009 11:16:09 -0400
Good luck!

Kevin
20smoney.com]]> http://seekingalpha.com/article/149502-short-the-u-s-a?source=feed#comment-592424 592424
Yes, i'm doing the exact same thing you are doing. THanks for your comment.


On Jul 17 01:50 PM Whippet wrote:

> As for your positions, Paco, there is another quote by Lord Catamite
> Keynes: "The markets can remain irrational longer than you can remain
> solvent." It may be a bit early, and these are all timing trades
> based upon the fact you're using leveraged vehicles.
>
> Do remember that in another equities crash, there will be another
> flight to cash and Treasuries. The ten and thirty year rates will
> collapse again, perhaps not as far as last time, but collapse nonetheless.
> I'm a believer that we are experiencing, SIMULTANEOUSLY, Keynesian
> deflation AND Austrian inflation. Prices and wages are dropping
> AND the dollar is being devalued. This is evident in that dollar-denominated
> exogenous commodities (oil, gold, cocoa) have appreciated dramatically
> while retail prices, wages, and endogenous commodities (natural gas,
> lumber) have cratered. It's not as simple as buying TBT and waiting
> for Weimar.
>
> Right now, cash is king, although I hate the thought. Watch the
> failed recovery bubbles pop, and buy hard assets and their producers.
> It's tough to sit on the sidelines in cash when the markets pop,
> but it feels nice when they go splat.]]> Fri, 17 Jul 2009 16:21:24 -0400
Yes, i'm doing the exact same thing you are doing. THanks for your comment.


On Jul 17 01:50 PM Whippet wrote:

> As for your positions, Paco, there is another quote by Lord Catamite
> Keynes: "The markets can remain irrational longer than you can remain
> solvent." It may be a bit early, and these are all timing trades
> based upon the fact you're using leveraged vehicles.
>
> Do remember that in another equities crash, there will be another
> flight to cash and Treasuries. The ten and thirty year rates will
> collapse again, perhaps not as far as last time, but collapse nonetheless.
> I'm a believer that we are experiencing, SIMULTANEOUSLY, Keynesian
> deflation AND Austrian inflation. Prices and wages are dropping
> AND the dollar is being devalued. This is evident in that dollar-denominated
> exogenous commodities (oil, gold, cocoa) have appreciated dramatically
> while retail prices, wages, and endogenous commodities (natural gas,
> lumber) have cratered. It's not as simple as buying TBT and waiting
> for Weimar.
>
> Right now, cash is king, although I hate the thought. Watch the
> failed recovery bubbles pop, and buy hard assets and their producers.
> It's tough to sit on the sidelines in cash when the markets pop,
> but it feels nice when they go splat.]]> http://seekingalpha.com/article/149502-short-the-u-s-a?source=feed#comment-592421 592421 Fri, 17 Jul 2009 16:20:02 -0400 http://seekingalpha.com/article/144334-a-plea-for-better-balance-sheets?source=feed#comment-558789 558789 M).

20smoney.com]]> Tue, 23 Jun 2009 09:39:52 -0400 M).

20smoney.com]]> http://seekingalpha.com/article/140776-stocks-will-fall-37-or-gold-will-rally-60?source=feed#comment-528154 528154 Tue, 02 Jun 2009 11:39:51 -0400 http://seekingalpha.com/article/139588-u-s-treasury-owned-gold-what-can-it-buy?source=feed#comment-517943 517943 20smoney.com]]> Tue, 26 May 2009 11:23:47 -0400 20smoney.com]]> http://seekingalpha.com/article/139205-why-gold-enthusiasm-is-cool-again?source=feed#comment-514571 514571 Fri, 22 May 2009 12:24:18 -0400 http://seekingalpha.com/article/138493-5-dividend-stocks-for-a-bear-market?source=feed#comment-512012 512012 20smoney.com/2009/05/2.../

]]> Wed, 20 May 2009 17:21:44 -0400 20smoney.com/2009/05/2.../

]]> http://seekingalpha.com/article/131747-the-impact-of-general-growth-s-bankruptcy-on-commercial-real-estate?source=feed#comment-469484 469484 Mon, 20 Apr 2009 09:12:48 -0400 http://seekingalpha.com/article/119932-the-end-of-gold-part-three?source=feed#comment-383894 383894
Meanwhile gold is spiking today!]]> Wed, 11 Feb 2009 10:35:02 -0500
Meanwhile gold is spiking today!]]> http://seekingalpha.com/article/119484-how-airline-cuts-affect-philip-morris?source=feed#comment-381845 381845 Mon, 09 Feb 2009 22:56:25 -0500 http://seekingalpha.com/article/118853-is-apple-poised-to-move-into-the-living-room?source=feed#comment-377485 377485 Thu, 05 Feb 2009 16:43:38 -0500 http://seekingalpha.com/article/118520-merrill-lynch-kisses-up-to-gold-predicts-it-will-hit-1-500?source=feed#comment-375944 375944 Wed, 04 Feb 2009 15:32:54 -0500 http://seekingalpha.com/article/118436-is-amazon-s-kindle-outpacing-early-ipod-sales?source=feed#comment-375437 375437 Wed, 04 Feb 2009 10:19:46 -0500 http://seekingalpha.com/article/117680-apple-s-software-sales-investors-heaven?source=feed#comment-371176 371176
Great stock for the long term]]> Fri, 30 Jan 2009 12:09:18 -0500
Great stock for the long term]]> http://seekingalpha.com/article/116084-signs-of-consumer-spending-stabilizing-but-overall-outlook-remains-negative?source=feed#comment-368944 368944
For more, check out 20smoney.com]]> Wed, 28 Jan 2009 14:09:49 -0500
For more, check out 20smoney.com]]> http://seekingalpha.com/article/115435-china-decoupling-and-the-bond-market-s-trade-of-the-century?source=feed#comment-360726 360726

On Jan 20 08:44 AM huangjin wrote:

> China has idle factories and cannot find buyers for its exports.
> America found buyers for its Treasuries: American savers, formerly
> consumers of Chinese imports. Other exporting nations have also slowed
> purchases of Treasuries because the dollars are not flowing into
> their countries. What was once an open loop from the U.S. to Asia
> and back, has become a closed loop in America as consumption drops
> sharply. It is America that has decoupled from the world.]]> Tue, 20 Jan 2009 09:15:18 -0500

On Jan 20 08:44 AM huangjin wrote:

> China has idle factories and cannot find buyers for its exports.
> America found buyers for its Treasuries: American savers, formerly
> consumers of Chinese imports. Other exporting nations have also slowed
> purchases of Treasuries because the dollars are not flowing into
> their countries. What was once an open loop from the U.S. to Asia
> and back, has become a closed loop in America as consumption drops
> sharply. It is America that has decoupled from the world.]]> http://seekingalpha.com/article/113621-why-i-m-selling-apple-and-google-today-and-holding-amazon?source=feed#comment-348424 348424
Thanks]]> Wed, 07 Jan 2009 09:26:15 -0500
Thanks]]> http://seekingalpha.com/article/113521-apple-press-needs-to-get-over-steve-s-secrecy?source=feed#comment-347861 347861 Tue, 06 Jan 2009 16:51:41 -0500 http://seekingalpha.com/article/112006-as-good-as-gold?source=feed#comment-336493 336493 Tue, 23 Dec 2008 09:09:17 -0500 http://seekingalpha.com/article/111820-mac-vs-pc-vs-gold?source=feed#comment-335511 335511 Mon, 22 Dec 2008 08:23:17 -0500 http://seekingalpha.com/article/110851-apple-iphone-hits-wal-mart?source=feed#comment-330729 330729
I wouldn't mind seeing them pay some dividends while we wait tho :)

20smoney.com]]> Tue, 16 Dec 2008 07:37:02 -0500
I wouldn't mind seeing them pay some dividends while we wait tho :)

20smoney.com]]> http://seekingalpha.com/article/109860-apple-trading-on-the-cheap?source=feed#comment-324437 324437 20smoney.com]]> Tue, 09 Dec 2008 07:33:08 -0500 20smoney.com]]> http://seekingalpha.com/article/106365-reading-apple-iphone-sales-slightly-off-macbook-ok?source=feed#comment-307969 307969
I love your analysis, but your unit sales estimates look pretty high, maybe too high. Thankfully, even if we don't hit those unit sales, we're looking at fantastic earnings for quarters to come.

I'm very long apple.


On Nov 17 11:46 AM Andy Zaky wrote:

> Nice rundown of Munster's estimates. Notice, that even Munster's
> estimates are conservative. His estimates get moderately beat every
> single quarter, and I'm personally expecting some pretty big upside
> on the quarter. Here are my estimates published at bullishcross.com:
>
>
> Unit Sales:
> 2.8 Million Macs
> 8 Million iPhones
> 22 Million iPods
>
> Earnings Estimates:
> $11.29 Billion in Revenue
> $1.96 in EPS
>
> This is probably the most realistic outlook investors are going to
> receive from any analyst. I'm brutally honest at a time where some
> want me to keep my mouth shut. ;)
>
> I simply cannot do that.]]> Mon, 17 Nov 2008 11:56:40 -0500
I love your analysis, but your unit sales estimates look pretty high, maybe too high. Thankfully, even if we don't hit those unit sales, we're looking at fantastic earnings for quarters to come.

I'm very long apple.


On Nov 17 11:46 AM Andy Zaky wrote:

> Nice rundown of Munster's estimates. Notice, that even Munster's
> estimates are conservative. His estimates get moderately beat every
> single quarter, and I'm personally expecting some pretty big upside
> on the quarter. Here are my estimates published at bullishcross.com:
>
>
> Unit Sales:
> 2.8 Million Macs
> 8 Million iPhones
> 22 Million iPods
>
> Earnings Estimates:
> $11.29 Billion in Revenue
> $1.96 in EPS
>
> This is probably the most realistic outlook investors are going to
> receive from any analyst. I'm brutally honest at a time where some
> want me to keep my mouth shut. ;)
>
> I simply cannot do that.]]> http://seekingalpha.com/article/105405-who-will-take-gm-s-place-in-the-dow?source=feed#comment-303231 303231 Tue, 11 Nov 2008 14:39:08 -0500 http://seekingalpha.com/article/105060-will-apple-s-q1-2009-revenue-estimates-be-a-blowout?source=feed#comment-302182 302182 Mon, 10 Nov 2008 14:24:13 -0500 http://seekingalpha.com/article/105013-opportunity-to-sell-into-china-s-illusory-stimulus-package?source=feed#comment-301812 301812 Mon, 10 Nov 2008 09:49:20 -0500 http://seekingalpha.com/article/104487-apple-s-next-big-content-push?source=feed#comment-299676 299676 20smoney.com]]> Thu, 06 Nov 2008 16:12:07 -0500 20smoney.com]]> http://seekingalpha.com/article/104487-apple-s-next-big-content-push?source=feed#comment-299675 299675 20smoney.com]]> Thu, 06 Nov 2008 16:10:52 -0500 20smoney.com]]>