turb0kat

Buy These Three Stocks During the Dip in Highly Valued China

Thanks for the ideas Danny - I agree with the thesis and have been adding to my NEP prior to reading this article. Will check out the others!

Three Compelling Chinese Stocks

I agree with most of this analysis - already hold CHLN, thanks for helping me discover NEP. I've avoided GSI (in spite of a Motley Fool buy recommendation) due to its debt load. Debt load + credit crisis was too scary for me. I'm surprised you don't seem to have any worries about their ability to raise capital - can you explain why?

thanks,
Aaron

Will Ashland Channel Ben Graham?

Yeah your numbers are out of date - they took on $2 billion in debt from the Hercules acquisition. That is why their stock has cratered, on fears that they will default or be unable to pay or re-finance the short-term portion of the acquisition costs.

Also, Graham would not have cared about a short-term downtrend in earnings.

25 Companies That Lost America Nearly $1 Trillion

COF is down dramatically more than 43%...

A Cure for Systemic Risk. Seriously.

Nice idea.

Kick Consumers While They're Down: Oil and Gasoline Diverge

Crack spreads (for refining oil to gasoline) have returned from NEGATIVE to more normal ranges. This is part of the result of that. I wish I would have thought of betting the spreads this way.

Nike Should Buy Under Armour

No way UA would sell under $30. Nike would be smart to buy them now, though, before they start to eat too much market share.

11 Reasons Why It's Time to Invest in China and 5 Ways to Play It

Thanks for the ideas :) I have 30% of my portfolio in China but I hadn't discovered EJ yet.

Bartz's Hiring Has Put It Off, But Microsoft Must Ultimately Acquire Yahoo

With little basis for the stated opinions and no consideration given to the wide array of possibilities ahead of Yahoo, this article really has no merit whatsoever.

What's Driving Precision Drilling Trust Into the Ground?

I think to say that it is the acquisition which torpedoed this stock misses the truth: the stock torpedoed because of the convergence of (a) impending payments on debt (b) expected slash in dividend (c) $100 drop in oil prices.

Assuming that none of these will bankrupt the company, you've got a ticker trading for about twice cash-flow, an insane valuation for an industry stalwart.

Long PDS (@$16 boo), GW(@ $4.60 last month boo-yah!)

Under Armour: What Are Investors Thinking?

Flaws with this article:
1) Ignores growth rate of company and the fact that earnings are not the primary focus. P/S (just over 1) is a better indicator and much more reasonable.
2) Ignores obvious brand strength as evidenced by gross and net margins, ROE

Cloud Computing Requires Infrastructure 2.0

where's the beef?

'Panics Do Not Destroy Capital'

rabbits come out of hats, cats come out of bags

Who Says Amazon's Margins Are Rising?

If you wanted to grow a 30 billion dollar company by 30-40% per year consistently, low margins might be a good strategy. Just sayin...

Updated Yahoo Exec Tracker: 114 Execs Gone in 18 Months

what percentage turnover does this represent?