knight722's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206375/comments http://seekingalpha.com/article/138287-at-t-ponders-iphone-data-fee-cut-they-must-think-customers-are-stupid?source=feed#comment-510416 510416 Tue, 19 May 2009 18:02:08 -0400 http://seekingalpha.com/article/104791-s-p-500-stocks-furthest-above-and-below-consensus-price-targets?source=feed#comment-300664 300664
I agree that many price targets will be coming down but what would you expect in a declining economy?]]> Sat, 08 Nov 2008 08:49:18 -0500
I agree that many price targets will be coming down but what would you expect in a declining economy?]]> http://seekingalpha.com/article/96497-we-ve-crossed-the-line-from-capitalism-to-socialism?source=feed#comment-261028 261028 Sun, 21 Sep 2008 23:19:31 -0400 http://seekingalpha.com/article/94838-contrarian-update-time-for-bonds-and-reits?source=feed#comment-251036 251036
I'm not sure any reference to "recent history" gets the job done. Recent history includes a monetary policy of easy credit and the repricing of all equity issues by virtue of the adventures of LBO sharks. REITs in particular may live in a much different world. ]]> Wed, 10 Sep 2008 18:56:47 -0400
I'm not sure any reference to "recent history" gets the job done. Recent history includes a monetary policy of easy credit and the repricing of all equity issues by virtue of the adventures of LBO sharks. REITs in particular may live in a much different world. ]]> http://seekingalpha.com/article/93268-infrastructure-is-making-news?source=feed#comment-242888 242888 Sun, 31 Aug 2008 21:03:20 -0400 http://seekingalpha.com/article/91140-anesiva-pain-free-high-growth?source=feed#comment-232629 232629 Sun, 17 Aug 2008 18:19:59 -0400 http://seekingalpha.com/article/89469-foster-wheeler-solid-results-if-anyone-cares?source=feed#comment-224369 224369
I bought FWLT and lost money. I continue to follow the company and its prime sectors. FWLT, MDR, and JEC are my favorite "infrastructure" plays. But I now own none of them because I believe the more probable scenarios going forward aren't priced into the equities. That includes rising inflation rates, continued tightening in the credit markets, and a failure of coherent public policies both here and abroad.

FWLT enjoyed a great day today, so now "everyone" agrees with you. ]]> Wed, 06 Aug 2008 15:44:52 -0400
I bought FWLT and lost money. I continue to follow the company and its prime sectors. FWLT, MDR, and JEC are my favorite "infrastructure" plays. But I now own none of them because I believe the more probable scenarios going forward aren't priced into the equities. That includes rising inflation rates, continued tightening in the credit markets, and a failure of coherent public policies both here and abroad.

FWLT enjoyed a great day today, so now "everyone" agrees with you. ]]> http://seekingalpha.com/article/88544-starbucks-on-sale-part-i?source=feed#comment-221194 221194 Sat, 02 Aug 2008 17:20:25 -0400 http://seekingalpha.com/article/82543-global-investing-only-dead-for-the-dumb-money?source=feed#comment-192225 192225
I'd choose the one that has mispriced stocks within the given economic conditions. Your analysis doesn't indicate whether the stocks serving the EM economy are fairly valued or not. If an economy is growing at 7.5% and the market expects 10%, good luck.]]> Tue, 24 Jun 2008 21:21:30 -0400
I'd choose the one that has mispriced stocks within the given economic conditions. Your analysis doesn't indicate whether the stocks serving the EM economy are fairly valued or not. If an economy is growing at 7.5% and the market expects 10%, good luck.]]> http://seekingalpha.com/article/82327-irs-ruling-benefits-real-estate-derivatives?source=feed#comment-191249 191249 Mon, 23 Jun 2008 16:50:33 -0400 http://seekingalpha.com/article/81229-friday-outlook-commodities-emerging-markets?source=feed#comment-185388 185388 Sat, 14 Jun 2008 01:58:22 -0400 http://seekingalpha.com/article/80423-which-solar-stocks-will-continue-to-shine?source=feed#comment-180641 180641 Fri, 06 Jun 2008 19:11:40 -0400