Kevin_S

U.S. Treasury Owned Gold: What Can It Buy?

It's almost an old man's argument. If you borrow money from bank to do business and buy home, you don't need to have enough gold at home to cover your loans and business activities. All you need is the strength of the businesses, and a few months of cash reserve.

All gold mining companies' profits combined are less than that of P&G. If you really want to own gold, own gold itself (the metal) or GLD. Gold keeps flying out of the mines, leaving you essentially nothing, quarter after quarter. Let's see where gold (metal) and miners go from here. But when things turn around, and people start moving money out of gold, it's kinda a mess.

Gold Should More than Double in Next 6 Months

So you say owning gold isn't a good way to hedge against inflation?

Gold Demand Up in Q1

So many miners are pushing to produce gold, and will soon flush the world with gold. And gold isn't useful (except for being a great electricity conductor). So at some poine, either one of these 2 things takes place - gold price crashes, or gold miners produce less gold to stabilize price (just like we see what happened with oil the last few months).

Accumulating Wal-Mart Below $55 Following Recent Dividend Increase

WMT is great. But let's see how it deals with labor issues before I put more money in. Afraid of any possible sell-off ... $45 put volumn were high recently.

AutoZone Is Headed for a Near-Term Breakdown: Time to Short

Then I smell trouble for Auto Part Stores going forward (1-2 years). People didn't buy electronics online that much 3 years ago, and look now.

AutoZone Is Headed for a Near-Term Breakdown: Time to Short

If someone tips amazon.com to sell parts, AMAZON may be all over it ;-) Very simple, they just need to buy a small online part store, expand, and sell parts for much cheaper. This is AMAZON's way of business.

AutoZone Is Headed for a Near-Term Breakdown: Time to Short

Sometime in the future, even AMAZON (or even Costco) will sell auto parts, putting many auto part stores out of business or leave them empty.

Trade-Down Brands Offering Compelling Value: In Defense of Cramer

I hope someday soon COST is going to take food stamps. This will give WMT and Kroger some hard time. Poorer consummers will have more choices.

Friday Options Update: GT, WMT, CX, PG, XLF

Walmart pays low wage; therefore, Walmart's employees are those that rely on govt for additional supports (tax credits, food stamps, basic health care, etc). At some point, this empire will fall! Labor union will one day raise up (this country and many countries all over the world). I wouldn't invest in a company like this. And we have decide not to shop at Walmart for good.

If Apple Does Correct, It Will Do So Soon

Apple will struggle this quarter due to lower sale. AAPL will probably top out at 100 due to uncertainty about Steve's health as well.

Big Box Retailers Seeing Strong Spending

Some government stimulus spending will end up at Costco. They sells stuffs in volumes to schools and fed agencies.

Costco: Wholesale Profits with an Option Combination

Costco is one of the companies that will benefit the most with Obama's stimulus package - Schools and goverment agencies will spend it shares of the money at Costco. I would sell walmart or other thief stores (dollar stores) to buy costco and target.

Family Dollar Continues to Strengthen on the Pooring of America

There are seasonal stocks. Expect many ups and downs. I see this stock swinging in the range $22-$31 the next 5 years.

Reinsurer Stocks: A Fear-Driven Market Creates Opportunity

Dramatic price move for ORH today is due to analysts' comment about less competition in the insurance business. However, one should consider the lower growth. So, i would say margin like increases while revenue likely goes down.

Gold and Silver Prices Will Begin to Shine

Gold can go up from here short term. But 5 years from now, it will be $500 again. The reason is that someday people will soon realize they are golding some metal, which is out of style (due to gold color).