Seeking Alpha

Simont

Simont
Send Message
View as an RSS Feed
View Simont's Comments BY TICKER:
Latest  |  Highest rated
  • Micron A Steal Under $20 [View article]
    Goldman built its skyscraper by recommending one thing and doing exactly the opposite. So, beware of their recommendations. That of course does not mean they they are always wrong. Often times when they are right it is because they manipulate the market, which is easy given their size.
    Aug 2, 2015. 06:58 AM | 1 Like Like |Link to Comment
  • Santander's Stock Price Has Disappointed, But Profits Haven't [View article]
    Hm...I have been considering SAN for a while. But your statement above regarding the integrity of management gives me pause. In my opinion and experience as far as management is concerned integrity is more important than competence. So, I will probably avoid this stock. Thanks for the write-up and your response to comments.
    Aug 2, 2015. 04:36 AM | Likes Like |Link to Comment
  • Sandstorm Gold Posts Solid Second-Quarter Financial Results [View article]
    Except, most gold miners have no "P" at all due to the low gold price, and that FNV has a P/E of 69 and RGLD a P/E of 61....So, a P/E of 30 would look pretty good for anyone who is aware of what is going on in this sector.
    Aug 2, 2015. 02:50 AM | 1 Like Like |Link to Comment
  • Sandstorm Gold Posts Solid Second-Quarter Financial Results [View article]
    Well, I did not do the research but I bet that this decrease in shareholder equity is pretty small compared with what has happened with others in the gold sector during the past 2 years.
    Aug 2, 2015. 02:45 AM | Likes Like |Link to Comment
  • Will The Stock Market Correct After All? Another Indicator Looking Sickly [View article]
    Cool!
    Jul 31, 2015. 09:11 PM | Likes Like |Link to Comment
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2015 Update [View article]
    Fisher Investments has MUCH fewer than 1200 employees. Well under hundred, in fact.
    Jul 31, 2015. 07:01 PM | Likes Like |Link to Comment
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2015 Update [View article]
    As an ex Fisher investor my experience was vastly different. During the 10 years when they managed some of our investments Fisher NEVER exceeded its self chosen benchmark, the MSCI. They sent me a plot plotting my portfolio value against the MSCI every quarter and the two graphs NEVER crossed during the 10 years. My experience with Fisher was that he is a good talker and sales man but a rather poor investor/stock picker. His father was very different. Fisher Investments today still lives on Philip Fisher's reputation and legacy.
    Jul 31, 2015. 06:58 PM | Likes Like |Link to Comment
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2015 Update [View article]
    The short answer is NO.
    Jul 31, 2015. 06:53 PM | Likes Like |Link to Comment
  • My Second Half Predictions - Part I [View article]
    dranoc111: Medicare is the most efficient health insurance system we have in the US with 4% overhead. Furthermore it pays less for every procedure than private health insurance does (except for medication, thanks to congress legally preventing them to negotiate prices with the pharma industry). Have you ever tried to negotiate fees or prices with a doctor or hospital?? It is impossible for the most part. In some elective cases, like negotiating the price of a delivery in advance with a hospital) it is possible (my daughter did it the second time). But, in general when you go to a hospital you just sign the paper that you will pay everything that your health insurance does not cover. There is no negotiation or ifs and buts, especially if it is an emergency.
    Jul 17, 2015. 06:38 PM | 1 Like Like |Link to Comment
  • My Second Half Predictions - Part I [View article]
    Bret: "the doctors" in the US "ordered" millions of people to take unnecessary medications (and then medications to suppress the side effects of those unnecessary medications) to enrich themselves, the drug companies and the heath insurance commentaries. This is what you think we need? The fact is that our non-competitive private health insurance and health care system is not working and is broken, hence it has to be fixed. What is your solution to fix it? Privatizing and deregulating it even more? What rational fact supported reason could you offer that it would work? On the other hand the European/Candian system works. It provides care, delivers better results on average and controls cost. Intelligent people are willing to look at what other people are doing and learn from it.
    Jul 17, 2015. 06:31 PM | 1 Like Like |Link to Comment
  • My Second Half Predictions - Part I [View article]
    Bret: Tort reform is a long time Republican mantra. I am not defending lawyers who charge exorbitant fees. However, the kind of tort reform you advocate would eliminate the availability for people of average means to challenge large corporations that harmed them. There is that kind of legal system in Europe and I thought you on the right believe that everything in "socialist" Europe is bad. Furthermore, why would the high fees charged by some lawyers justify the fraudulent overcharging ways of the health care mafia?
    Jul 17, 2015. 06:25 PM | 1 Like Like |Link to Comment
  • My Second Half Predictions - Part I [View article]
    Bret: your post above has no facts whatsoever, only name-calling. Sad, really.
    Jul 17, 2015. 06:18 PM | Likes Like |Link to Comment
  • My Second Half Predictions - Part I [View article]
    Bret: Yes, yet Medicare is still the most efficient health insurance available (for old people only) in our US of A. What does it say about the "efficiency" of the private health insurance companies?
    Jul 17, 2015. 06:11 PM | Likes Like |Link to Comment
  • My Second Half Predictions - Part I [View article]
    Pablomike: That is hear-say at best. I know MANY small business owners who has the exact opposite opinion (also hear-say).
    Jul 17, 2015. 06:06 PM | Likes Like |Link to Comment
  • My Second Half Predictions - Part I [View article]
    dranoc111: This is an investment discussion. Why don't you go to one of the right wing religious sites to spread your venom and misinformation?
    Jul 17, 2015. 06:04 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
439 Comments
548 Likes