pshah's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/166402/comments http://seekingalpha.com/article/104402-wednesday-s-lessons-the-power-of-resistance-and-overbought-markets?source=feed#comment-299837 299837 Thu, 06 Nov 2008 22:42:57 -0500 http://seekingalpha.com/article/97422-bailout-in-installments-is-still-nonsense?source=feed#comment-265227 265227 Thu, 25 Sep 2008 17:11:31 -0400 http://seekingalpha.com/article/90765-option-arms-who-thought-up-these-time-bombs?source=feed#comment-229780 229780
With Option Arms, borrowers were qualified using the artificially low minimum payment that simply inflates their balance each month. With home prices falling, they keep owing more on their homes every month. No amount of modfication will help because lenders will only modify them into regular principal and interest payments and these overstretched borrowers can't afford them. They just have to walk away in most cases. ]]> Wed, 13 Aug 2008 18:51:38 -0400
With Option Arms, borrowers were qualified using the artificially low minimum payment that simply inflates their balance each month. With home prices falling, they keep owing more on their homes every month. No amount of modfication will help because lenders will only modify them into regular principal and interest payments and these overstretched borrowers can't afford them. They just have to walk away in most cases. ]]> http://seekingalpha.com/article/90389-amazon-kindle-estimates-keep-going-up?source=feed#comment-228214 228214 Mon, 11 Aug 2008 18:02:19 -0400 http://seekingalpha.com/article/89231-merrill-losing-the-expectations-game?source=feed#comment-223450 223450
Berman's point was that with the huge dilution of MER's stock, it would take a miracle to get a decent EPS for its shareholders.

And please don't accuse Thain of DOWNPLAYING Merrill's prospects. Even a caveman knows that's not true. ]]> Tue, 05 Aug 2008 16:39:53 -0400
Berman's point was that with the huge dilution of MER's stock, it would take a miracle to get a decent EPS for its shareholders.

And please don't accuse Thain of DOWNPLAYING Merrill's prospects. Even a caveman knows that's not true. ]]> http://seekingalpha.com/article/89170-investment-discipline-in-the-year-of-capitulation?source=feed#comment-223446 223446
ANd, like a previous comment, how can you define a 40% loss as a mark of a good money manager? A monkey could see this bear market coming and any of these above 'gurus' should have protected their investors from this. ]]> Tue, 05 Aug 2008 16:34:05 -0400
ANd, like a previous comment, how can you define a 40% loss as a mark of a good money manager? A monkey could see this bear market coming and any of these above 'gurus' should have protected their investors from this. ]]> http://seekingalpha.com/article/88668-know-how-many-kindles-amazon-has-sold-240-000?source=feed#comment-221029 221029 Sat, 02 Aug 2008 12:27:05 -0400 http://seekingalpha.com/article/88196-five-stocks-to-own-now-that-the-dow-has-bottomed?source=feed#comment-219450 219450
This has to be the dumbest article on SA this week. ]]> Thu, 31 Jul 2008 13:01:57 -0400
This has to be the dumbest article on SA this week. ]]> http://seekingalpha.com/article/88177-why-merrill-s-cdo-sale-doesn-t-mean-big-writeoffs-elsewhere?source=feed#comment-219370 219370 Remember - those 06 & 07 versions were rated the same as the 05: AAA. ]]> Thu, 31 Jul 2008 11:52:22 -0400 Remember - those 06 & 07 versions were rated the same as the 05: AAA. ]]> http://seekingalpha.com/article/87117-the-russian-stock-market-plunge?source=feed#comment-215068 215068
Maybe the only markets left to attack would be Canada and the Middle East now that oil, and therefore ALL commodities, going to be sold in pennies. Rush in to the 'stable' financials folks!]]> Sat, 26 Jul 2008 11:00:50 -0400
Maybe the only markets left to attack would be Canada and the Middle East now that oil, and therefore ALL commodities, going to be sold in pennies. Rush in to the 'stable' financials folks!]]> http://seekingalpha.com/article/86180-financials-how-and-when-we-reached-the-bottom?source=feed#comment-211641 211641 Tue, 22 Jul 2008 13:16:08 -0400 http://seekingalpha.com/article/86211-financial-dip-buyers-forget-to-ask-what-s-next?source=feed#comment-211635 211635 Tue, 22 Jul 2008 13:14:04 -0400 http://seekingalpha.com/article/86180-financials-how-and-when-we-reached-the-bottom?source=feed#comment-211611 211611
No bottom: Jim Rogers, Soros, John Paulson, Phil Falcone, Jim Chanos
vs.
Bottom: Hank Paulson, our trusted govt., Bill Miller, author Tom Brown

First, we have a list of investors who have had a very long record of being right and succesful and who continue to bet against the financials and sell the rally (see WSJ today). Then we have the Pollyanas like Miller who's actually ranked in bottom 28% of fund managers by Morningstar for his 10yr performance and Tom Brown who's had a mixed record at best with his blunders like First Marblehead and CCRT.

Its a rout for the no-bottom team. ]]> Tue, 22 Jul 2008 12:48:03 -0400
No bottom: Jim Rogers, Soros, John Paulson, Phil Falcone, Jim Chanos
vs.
Bottom: Hank Paulson, our trusted govt., Bill Miller, author Tom Brown

First, we have a list of investors who have had a very long record of being right and succesful and who continue to bet against the financials and sell the rally (see WSJ today). Then we have the Pollyanas like Miller who's actually ranked in bottom 28% of fund managers by Morningstar for his 10yr performance and Tom Brown who's had a mixed record at best with his blunders like First Marblehead and CCRT.

Its a rout for the no-bottom team. ]]> http://seekingalpha.com/article/85979-india-s-strong-growth-should-continue?source=feed#comment-211039 211039 FYI: 1 lakh = 100,000 and 1 crore = 100 lakhs = 10million.

Article is obviously a little biased as it ignores significant political inteference in essentials like infrastructure, health care and education that prevent India from achieving its true potential. This has created an unstable business enivornment, especially if the govt collapses in the near future. Plus, you can't compare India to US, EU or Japan to get a proper feel re growth rates.

And India is not a socialist country!! It has tremendous potential but , as everywhere else, there are potholes on its road - literally and figuratively. ]]> Mon, 21 Jul 2008 18:17:08 -0400 FYI: 1 lakh = 100,000 and 1 crore = 100 lakhs = 10million.

Article is obviously a little biased as it ignores significant political inteference in essentials like infrastructure, health care and education that prevent India from achieving its true potential. This has created an unstable business enivornment, especially if the govt collapses in the near future. Plus, you can't compare India to US, EU or Japan to get a proper feel re growth rates.

And India is not a socialist country!! It has tremendous potential but , as everywhere else, there are potholes on its road - literally and figuratively. ]]> http://seekingalpha.com/article/85920-aggresive-investors-should-ante-up-with-proshares-ultra-financial-etf?source=feed#comment-210773 210773 Mon, 21 Jul 2008 13:23:05 -0400 http://seekingalpha.com/article/85515-s-p-500-earnings-beat-rate-at-72?source=feed#comment-207934 207934 Thu, 17 Jul 2008 13:37:45 -0400 http://seekingalpha.com/article/84168-gaps-in-mastercard-and-fluor-are-being-filled?source=feed#comment-201106 201106 Tue, 08 Jul 2008 23:56:19 -0400 http://seekingalpha.com/article/84024-giving-mosaic-a-green-thumbs-up?source=feed#comment-200870 200870 Tue, 08 Jul 2008 15:36:29 -0400 http://seekingalpha.com/article/82117-potashcorp-and-mosaic-get-your-orders-ready?source=feed#comment-196813 196813
Are you opening these positions now? Thanks]]> Tue, 01 Jul 2008 17:29:45 -0400
Are you opening these positions now? Thanks]]> http://seekingalpha.com/article/77548-e-trade-primed-for-a-breakout?source=feed#comment-168910 168910
It seems all these long ETFC arguments have some weight but still is a lot of speculation....]]> Fri, 16 May 2008 12:59:41 -0400
It seems all these long ETFC arguments have some weight but still is a lot of speculation....]]> http://seekingalpha.com/article/76122-sears-target-office-depot-walgreen-bargains-in-the-retail-basket?source=feed#comment-164444 164444 - 'Repurchased 33 million shares the past 3 years' : Yes, at prices much higher on average than today. Shows bad management of cash by the company.
- 'Sum of the parts potentially worth a great deal more than current market cap' : And how do you conclude this? It is such a vague statement, you would think you are listening to a bad politician's press conference.
- 'Trading at significant discount to current $100 price' : Ditto]]> Thu, 08 May 2008 18:11:51 -0400 - 'Repurchased 33 million shares the past 3 years' : Yes, at prices much higher on average than today. Shows bad management of cash by the company.
- 'Sum of the parts potentially worth a great deal more than current market cap' : And how do you conclude this? It is such a vague statement, you would think you are listening to a bad politician's press conference.
- 'Trading at significant discount to current $100 price' : Ditto]]> http://seekingalpha.com/article/74904-i-bank-execs-read-my-lips-no-new-capital?source=feed#comment-159545 159545 Wed, 30 Apr 2008 14:30:27 -0400 http://seekingalpha.com/article/69455-aar-corp-reports-still-a-strong-buy?source=feed#comment-129559 129559 Thu, 20 Mar 2008 19:39:15 -0400