BrianZach's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/234102/comments http://seekingalpha.com/article/107599-take-a-stand-against-government-spending?source=feed#comment-314337 314337
You can complain all you want about government spending, but the economic costs of letting another financial institution go under or even is greater than the cost of bailing out.

There are few instances where it makes sense to do deficit spending , and this is one of them. We can save the ideological battles for another day.]]> Tue, 25 Nov 2008 02:10:50 -0500
You can complain all you want about government spending, but the economic costs of letting another financial institution go under or even is greater than the cost of bailing out.

There are few instances where it makes sense to do deficit spending , and this is one of them. We can save the ideological battles for another day.]]> http://seekingalpha.com/article/96256-banning-terrorism?source=feed#comment-259045 259045
A bear raid is caused by an over abundance of short sellers who put fear into all the buyers, making them freeze. Since these events can cause a self fulfilling prophecy in financial stocks, it makes it less willing for buyers to step in.

Banning short selling is an extreme measure, but when big banks are going out of business from the fear they are causing, something has to be done. These aren't normal times]]> Fri, 19 Sep 2008 11:18:37 -0400
A bear raid is caused by an over abundance of short sellers who put fear into all the buyers, making them freeze. Since these events can cause a self fulfilling prophecy in financial stocks, it makes it less willing for buyers to step in.

Banning short selling is an extreme measure, but when big banks are going out of business from the fear they are causing, something has to be done. These aren't normal times]]> http://seekingalpha.com/article/95786-aig-the-cramer-conspiracy-theory?source=feed#comment-258422 258422
Why don't you give stock recommendations on a daily basis, so we can criticize you on your mistakes. I think people just like to hate on Cramer because of his popularity and eccentricity, but there are a million other clowns out there who are worst.]]> Thu, 18 Sep 2008 18:01:43 -0400
Why don't you give stock recommendations on a daily basis, so we can criticize you on your mistakes. I think people just like to hate on Cramer because of his popularity and eccentricity, but there are a million other clowns out there who are worst.]]> http://seekingalpha.com/article/96203-hedge-funds-may-have-gone-too-far?source=feed#comment-258372 258372
There should be more regulations for short selling, but make them reasonable so that shorting can still be used legitimately. The problem is with manipulation, not shorting.]]> Thu, 18 Sep 2008 17:00:14 -0400
There should be more regulations for short selling, but make them reasonable so that shorting can still be used legitimately. The problem is with manipulation, not shorting.]]> http://seekingalpha.com/article/94368-while-the-solar-sector-bottoms-in-the-near-term-ldk-solar-stands-out?source=feed#comment-248231 248231 Mon, 08 Sep 2008 10:05:41 -0400 http://seekingalpha.com/article/93883-sarah-palin-wall-street-s-candidate?source=feed#comment-245626 245626
There needs to be balance into the economy between supply and demand, instead of this supply side nonsense.]]> Thu, 04 Sep 2008 14:03:09 -0400
There needs to be balance into the economy between supply and demand, instead of this supply side nonsense.]]> http://seekingalpha.com/article/93726-credit-cards-and-exchanges-the-only-safe-ways-to-play-the-financials?source=feed#comment-244907 244907 Wed, 03 Sep 2008 17:36:19 -0400 http://seekingalpha.com/article/93587-on-being-rich?source=feed#comment-244414 244414
$250,000 is just an arbitrary number used for tax purposes. It was never meant to be the cutoff point for being rich/middle class. The government can't tell if you are officially rich or in upper middle class based on some other standard, so it keeps it simple with income.]]> Wed, 03 Sep 2008 09:51:57 -0400
$250,000 is just an arbitrary number used for tax purposes. It was never meant to be the cutoff point for being rich/middle class. The government can't tell if you are officially rich or in upper middle class based on some other standard, so it keeps it simple with income.]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-243496 243496
Apple has some serious risk associated with it, and it doesn't have the moat to protect it like other tech giants like Microsoft and Intel.

When it comes down to it, Apple's products have replacements. While the company has stayed ahead of its competition in recent years, there it no guarantee that it can stay ahead. If Apple's next products flop, there are a number of hungry consumer electronic companies will take over as the leader.

Apple could still remain on top over in the future, but there is also a good chance that the stock will lose a significant amount of money too. There is no margin of safety.]]> Mon, 01 Sep 2008 20:13:05 -0400
Apple has some serious risk associated with it, and it doesn't have the moat to protect it like other tech giants like Microsoft and Intel.

When it comes down to it, Apple's products have replacements. While the company has stayed ahead of its competition in recent years, there it no guarantee that it can stay ahead. If Apple's next products flop, there are a number of hungry consumer electronic companies will take over as the leader.

Apple could still remain on top over in the future, but there is also a good chance that the stock will lose a significant amount of money too. There is no margin of safety.]]> http://seekingalpha.com/article/93291-faith-doesn-t-cut-it-cramer-s-mad-money-8-29-08?source=feed#comment-242374 242374 Sun, 31 Aug 2008 03:08:22 -0400 http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-240477 240477
Those fundamental reasons stated have nothing to do with the movement of SOLF. LDK and STP had big days despite the supposedly negative fundamental news.]]> Wed, 27 Aug 2008 19:00:31 -0400
Those fundamental reasons stated have nothing to do with the movement of SOLF. LDK and STP had big days despite the supposedly negative fundamental news.]]> http://seekingalpha.com/article/92786-what-s-up-with-the-china-solar-stocks?source=feed#comment-239739 239739
Stocks move all the time for no fundamental reason. There is no need to over analyze this.]]> Tue, 26 Aug 2008 22:35:42 -0400
Stocks move all the time for no fundamental reason. There is no need to over analyze this.]]> http://seekingalpha.com/article/92569-buy-but-sell-what-are-analysts-thinking?source=feed#comment-239335 239335
There are lots of ways to play this type of information, and it depending on your investment style. If you are short term investor, you can time the market.

Long term people can wait to buy, buy now, hold their position, or start a position today and add more if the price goes down. There isn't a one size fits all prescription, and it depends on the investment style of the manager.]]> Tue, 26 Aug 2008 12:00:07 -0400
There are lots of ways to play this type of information, and it depending on your investment style. If you are short term investor, you can time the market.

Long term people can wait to buy, buy now, hold their position, or start a position today and add more if the price goes down. There isn't a one size fits all prescription, and it depends on the investment style of the manager.]]> http://seekingalpha.com/article/91324-five-reasons-to-buy-raser-technologies?source=feed#comment-232746 232746
Before I will put money in any stock, they have to prove that they can make money instead of just talking about it. There are always new hyped alternative energy sources, but few ever deliver as plan.

You can rationalize this company all you want, but I have to see it to believe it. Right now LZ has nothing to show for themselves.]]> Sun, 17 Aug 2008 22:39:30 -0400
Before I will put money in any stock, they have to prove that they can make money instead of just talking about it. There are always new hyped alternative energy sources, but few ever deliver as plan.

You can rationalize this company all you want, but I have to see it to believe it. Right now LZ has nothing to show for themselves.]]> http://seekingalpha.com/article/91248-value-investing-vs-value-pretending?source=feed#comment-231882 231882 Sat, 16 Aug 2008 11:43:30 -0400 http://seekingalpha.com/article/90836-nvidia-admits-to-underestimating-amd?source=feed#comment-230683 230683
The problem with many of these articles is that they don't reflect the price into the analysis. If NVDA was trading at 30 I would be more worried than when NVDA is trading at 13. If the risks are already priced into the stock, it is usually a good time to buy it because your downside is limited.]]> Thu, 14 Aug 2008 18:37:50 -0400
The problem with many of these articles is that they don't reflect the price into the analysis. If NVDA was trading at 30 I would be more worried than when NVDA is trading at 13. If the risks are already priced into the stock, it is usually a good time to buy it because your downside is limited.]]> http://seekingalpha.com/article/90598-thinking-about-economic-forecasts?source=feed#comment-229089 229089 Tue, 12 Aug 2008 23:53:23 -0400 http://seekingalpha.com/article/90536-ranting-about-risk?source=feed#comment-229041 229041
However, when there is another bull market, traders and financial institutions will slowly increase their risks without even realizing about it. As it gets easier and easier to make money, it starts getting harder and harder to imagine the possible risks, especially from events that never occurred in the past. Greed will run its course again.]]> Tue, 12 Aug 2008 21:52:44 -0400
However, when there is another bull market, traders and financial institutions will slowly increase their risks without even realizing about it. As it gets easier and easier to make money, it starts getting harder and harder to imagine the possible risks, especially from events that never occurred in the past. Greed will run its course again.]]> http://seekingalpha.com/article/89765-seven-reasons-to-avoid-gold-and-why-you-should-ignore-them?source=feed#comment-225513 225513
If you want to invest in a commodity, buy one which people actually need to run the economy like oil, food, copper etc. You can actually place economic value on these assets, which is key for intelligent investing.]]> Thu, 07 Aug 2008 17:32:07 -0400
If you want to invest in a commodity, buy one which people actually need to run the economy like oil, food, copper etc. You can actually place economic value on these assets, which is key for intelligent investing.]]> http://seekingalpha.com/article/89260-is-one-automaker-default-almost-a-sure-thing?source=feed#comment-223673 223673
Its nonsense to think that one of these companies can just disappear and the economy can be running smoothly. It will have huge ramifications across the country, and will hurt the GDP much more than the cost of the bailout. Not to mention that you will give up on any chance of the US regaining its leadership in the auto market.]]> Tue, 05 Aug 2008 23:52:45 -0400
Its nonsense to think that one of these companies can just disappear and the economy can be running smoothly. It will have huge ramifications across the country, and will hurt the GDP much more than the cost of the bailout. Not to mention that you will give up on any chance of the US regaining its leadership in the auto market.]]> http://seekingalpha.com/article/88725-is-the-u-s-banking-system-safe?source=feed#comment-223663 223663 Tue, 05 Aug 2008 23:28:03 -0400 http://seekingalpha.com/article/89243-two-types-of-speculation-one-harmful-one-not?source=feed#comment-223645 223645
I really don't see speculation about offshoring drilling a problem really. It shouldn't have too much impact on the price of oil in the short term. Any correlation is probably a coincidence.

What concerns me is the greedy speculation that spiked oil up at $147 which really damaged the economy more than any campaign statement. This is the harmful speculation that should be a concern.]]> Tue, 05 Aug 2008 22:48:51 -0400
I really don't see speculation about offshoring drilling a problem really. It shouldn't have too much impact on the price of oil in the short term. Any correlation is probably a coincidence.

What concerns me is the greedy speculation that spiked oil up at $147 which really damaged the economy more than any campaign statement. This is the harmful speculation that should be a concern.]]> http://seekingalpha.com/article/88520-solar-and-cash-the-big-boys-have-an-answer-do-you?source=feed#comment-221894 221894 Sun, 03 Aug 2008 22:53:02 -0400 http://seekingalpha.com/article/88695-p-e-ratios-and-inflation?source=feed#comment-221883 221883
A true value investor will compare the future discounted cash flows to risk free rate of return. What you have to do is compare the S&P 500 P/E yield (assuming it is an accurate measure of DCF) to the treasury rates.

The ten year treasury bond trading at about 4% trades at a P/E of 25 to put things in perspective. A value investor would be comparing their stock's or index's performance to this number.]]> Sun, 03 Aug 2008 22:26:18 -0400
A true value investor will compare the future discounted cash flows to risk free rate of return. What you have to do is compare the S&P 500 P/E yield (assuming it is an accurate measure of DCF) to the treasury rates.

The ten year treasury bond trading at about 4% trades at a P/E of 25 to put things in perspective. A value investor would be comparing their stock's or index's performance to this number.]]> http://seekingalpha.com/article/87622-under-armour-solid-growth-story-more-visibility-needed?source=feed#comment-217308 217308
The main thing I am looking at is the strength of its brand. If UA establishes itself a strong brand image, the long term growth story should take care of itself. The visibility is fuzzy, but focus on the big picture.]]> Tue, 29 Jul 2008 09:54:54 -0400
The main thing I am looking at is the strength of its brand. If UA establishes itself a strong brand image, the long term growth story should take care of itself. The visibility is fuzzy, but focus on the big picture.]]> http://seekingalpha.com/article/87382-five-great-quality-companies-are-they-too-expensive?source=feed#comment-217302 217302
It doesn't matter how good the company is, if it can't meet growth expectations, they price will get knocked down.]]> Tue, 29 Jul 2008 09:49:33 -0400
It doesn't matter how good the company is, if it can't meet growth expectations, they price will get knocked down.]]>