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  • Surprise contraction in Japanese GDP [View news story]
    They are paying back the bondholders with less valuable money thanks to Abe's monetary expansion. In other words, they are stealing from their citizens through inflation. It's just an additional tax.
    Nov 17, 2014. 09:51 PM | Likes Like |Link to Comment
  • Microsoft - A Dividend Growth Machine, But Valuation Is No Longer Compelling [View article]
    There are many many stocks in this market trading at ridiculous multiples. Microsoft has a long way before it reaches those levels. Even when it does reach the levels of "pricing in perfection" it doesn't mean it won't continue to go even higher, as many of the "momo" names have proven.
    Sep 11, 2014. 03:57 PM | 3 Likes Like |Link to Comment
  • Microsoft: Worth $37.07 Per Share [View article]
    The technical aspect is not a great reason for owning a stock, I admit. It simply gives you a statistical framework for analyzing price patterns and can help predict investor sentiment.
    Jun 21, 2014. 11:41 AM | Likes Like |Link to Comment
  • Microsoft: Worth $37.07 Per Share [View article]
    First of all Microsoft is not just about PCs. They are growing in tablet, smartphones, entertainment, enterprise, and developer tools.

    Second of all, if interest rates remain low, there is no reason MSFT wont continue to repurchase shares which will be very favorable to EPS growth going forward.

    From a technical analysis perspective, I expect MSFT to challenge its all-time high at $60 and start another up-leg to $100+ in the coming months and years.
    Jun 21, 2014. 08:29 AM | 8 Likes Like |Link to Comment
  • Value Can Hide In The Least Favorite Sectors: Market Vectors Gold Miners ETF [View article]
    You might still lose gains if you are waiting for lower prices that never materialize. If gold starts to rally, you missed the opportunity to buy in at these levels.

    Today may have been the "buy the fact" moment in the gold market. Gold was sold off in anticipation of the ECB policy statement, and now that is out of the way. There is a good chance gold will rally strongly over the next couple weeks and continue the long-term bull cycle.
    Jun 5, 2014. 11:14 AM | Likes Like |Link to Comment
  • The Demon The Gold Bears Are Mistakenly Overlooking [View article]
    Actually that is not a logical reason to own gold. If gold goes from $1250 to $1, I don't see the logic in holding onto it. The logic for me is that it is money in the classical sense and will hold value for much longer than the dollars used to purchase it will hold value. Eventually paper currency is properly valued by the market according to its natural scarcity. Since money continues to be created with no backing at the whim of people who benefit from inflation, the supply inevitably outpaces the demand, and its value approaches 0.

    Another short-term catalyst not mentioned by the author is second quarter GDP. If it is significantly weaker than expected, it increases the odds that the Fed will stop tapering or increase QE.

    In the short-term perhaps the Ukraine situation will bid up the gold price if Russia becomes more involved in a hot war. I personally would rather focus on the long-term fundamental reasons to own and continue to accumulate on a monthly/quarterly basis.
    May 31, 2014. 06:18 PM | Likes Like |Link to Comment
  • No. The Microsoft Surface Pro 3 Will Not Replace My Laptop [View article]
    Such thinly veiled contempt and pessimism for the Microsoft brand (on here and among the general public) is reason Microsoft stock continues to remain cheap. Both MSFT and AAPL are buys here, but I actually think MSFT has more upside potential.
    May 26, 2014. 01:10 PM | 5 Likes Like |Link to Comment
  • 3 Months Into 2014, Market Has Barely Budged [View article]
    Why would you want sideways unless you need to cash out of the market in the next 2 years? If we dropped 30% it would be great opportunity for short term trading and adding to long-term positions.
    Apr 5, 2014. 05:47 PM | Likes Like |Link to Comment
  • 3 Months Into 2014, Market Has Barely Budged [View article]
    "When a market breaks a clear trend with an extended sideways movement, we always assume the new trend, when it comes, will be opposite of the prior prevailing pattern."

    Statistically, consolidations are more likely to result in a continuation of the previous pattern. It does not mean we wont break lower, but historically it is less likely to occur.

    If the market goes parabolic to the upside, and breaks the uptrend with some bearish momentum, that is more likely to signal a change in trend.

    I see a trend in the S&P that remains sideways to up for this year. Even if we do get a blow-off top in the coming months, it does not mean the bull market is over as it could simply lead to a 10-15% correction.
    Apr 5, 2014. 10:10 AM | 4 Likes Like |Link to Comment
  • Barrick axes 1,500 Argentine workers at Pascua-Lama gold mine [View news story]
    The problem with leftist governments is eventually they go bankrupt and get undermined by warlords. Nationalization wont help their cause. The metal still has to be extracted profitably. The government will almost certainly lose money if they try to run the mine themselves.

    The country just lost hundreds of millions in taxes, and more people added to the welfare roles. I highly doubt this leftist government will survive for much longer if it continues these policies.
    Dec 19, 2013. 06:03 PM | Likes Like |Link to Comment
  • Microsoft reportedly looking to bring back Windows Start menu [View news story]
    The touch "metro-style" apps that exist inside of a separate interface from standard apps is a clumsy and annoying feature. Yes, they need to make these act more like regular desktops apps and they should implement this next year, not 2015.
    Dec 9, 2013. 09:40 PM | Likes Like |Link to Comment
  • GLD: When Will The Gold Bugs Give In? [View article]
    The market simply got ahead of itself when it ran to 1900+. This correction is a good thing and necessary for the long-term health of the bull market. Weak hands, such as yourself, need to be shaken out before we can make new highs.
    Dec 1, 2013. 03:28 PM | 2 Likes Like |Link to Comment
  • GLD: When Will The Gold Bugs Give In? [View article]
    Also, if you have no conviction in the thesis that an expanding money supply will eventually be reflected in the gold price, you really have no business being long gold in the first place. You wont be able to take the pain of a paper loss, and wont have a plan in place to take advantage of the "sale prices" that Mr. Market generously offers you.
    Nov 30, 2013. 10:16 AM | 2 Likes Like |Link to Comment
  • GLD: When Will The Gold Bugs Give In? [View article]
    That quote is directed at people who try to short-sell bubble markets. When you sell short, you could end up losing much more than your initial bet. Even if you had all your money in gold (not on margin) and the price went to 0.00, you would still technically be solvent, since you don't owe any outstanding obligations.
    Nov 30, 2013. 10:11 AM | 1 Like Like |Link to Comment
  • GLD: When Will The Gold Bugs Give In? [View article]
    Yeah.. the stock market didn't show any signs of going up in March of 2009 either... At that point many people were saying stocks were the were investment ever, similar to what a lot of people are saying about gold now.
    Nov 27, 2013. 11:19 PM | 1 Like Like |Link to Comment