tilut

Five Cash-Rich Companies Worth a Look

FMCN and NCTY are just given away . Time to buy them.

Commodities May Be Turning the Recovery Curve

To Jimp - there is a lot of interesting stocks undervalued.Just to name a few: NED ( doing education content for chinese childrens , has approximately 175 M OF CASH in hand , no debt and a market capitalisation of around 110M , stock price 2.92 and they are still profitable and have a huge market to develop for many years ) Also take a look at NCTY ( Gaming industry , the company is making huge profit ,between 2.00 and 3.00 per share and the stock is selling around 15.00 with close to 10.00 in cash per share with virtually no debt ) . For other cash rich companies with profitable businesses you may also consider STV , AOB , AMCN ,VISN , SNDA , SOHU and LFT.

Commodities May Be Turning the Recovery Curve

I am also extremely bullish on Chinise stocks right now and some of them are selling for less than the cash at hand. Opportunity of a life time I think.

Finally, Establishment Types Admit Possibility of Hyperinflation

Hyperinflation is not a black swan event since it is very predictable that it will occur , the only question is when? 2009 , 2010 or 2011 ? With all the fiat money created around the world it is inevitable.

The Fed's Decision: A Desperate Statement

Thanks Sentinel for the link .

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

Good Article , we need more of them as most usual articles tend to be against investing in China , what appears to me to be ridiculous since it is the place for growth in the next decades.

Three Investor Lessons from the Satyam Scandal

Yes , you are right , I forgot the word NOT , thank you Teutonic.


On Jan 10 12:58 PM Teutonic Knight wrote:

> tilut,
>
> I kind of echo the sentiment of your comments; however, I note one
> possible typo as follows: "...I think Indians and Chinese can be
> as...". Would you mean: "...I think Indians and Chinese cannot be
> as..."?
>
> If so I would concur with you. Summa Cum Laude grads in business
> and finance in such Ivy League schools COULD make superstars in fraud
> and scandals as in many instances.

Three Investor Lessons from the Satyam Scandal

I understand the differences between the cultures and so on , but let me remember you that the greatest expert crooks are here in AMERICA and they are those banksters gangsters who have destroyed the US economy and exported their virus around the world . Moreover, we still do not know one tenth of what is in banks offbooks and even the FED refuses to say where the monies they printed is going and so on.GREAT TRANSPARENCY by our own government ! I think Indians and Chineses can be as crooks as our own people unless they studied at Harvard.

As Bank Industry Analysts Lose Jobs, Serious Blogs Take the Forefront

They should all be fired and their corrupted employers should all go under because nobody needs these thieves who work only to get small investors out of their money , period.

Five Systemic Problems Highlighted by AIG Crisis

Great article Tom,glassbox well said.

AIG Lives Another Day; Shareholders? Not So Much

AIG stock should trade around 10$ a year from now.

What Will Result from the Lehman and AIG Deals?

The survival of AIG is the important thing.About stock value , I think it will gradually climb to 10$. maybe one year from now.

AIG CDS Situation Worse than Lehman

mysaug , well said.Shorts must be stopped or they will destroy the american financial system and its economy already ailing.Their criminal practice of attacking financial institutions to death must stop and US authorities shall intervene heavily to that effect.

Discover Financial: A Creditable Investment - Barron's

User 138602: I understand your frustration with DFS stock price and that you gave up because I went through the same feeling but I sold only a small portion of my stake so far to respect my margin restrictions.I can comfirm you that no settlement has been announced since I follow that stock on a daily basis and would have heard of.My understanding is that DFS is seeking 6 billions$ and that the trial should begin this month if there is no settlement before. To Gigs:You are right with your math but these numbers are those mentionned in Barron article.When I read that article I noticed that too,I think Ryan was talking of a premium of 60% to 110% which appears much more realistic given the low price of the stock.

Discover Financial: A Creditable Investment - Barron's

I mentionned several times in my comments here that DFS was outrageously undervalued.Now that Barron wrote this article, I hope it will help DFS stock price but have hesitation since this market is crazy and sick, though longer term DFS is a sure bet according to me. More, in their article they even not mentionned the potential settlement with MA and V that I beleive will be annouced soon and may represents several billions$ for DFS and alone add between 4$ and 10$ to the stock price.