Yogidad's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/269141/comments http://seekingalpha.com/article/162110-the-recovery-was-too-expensive?source=feed#comment-682272 682272 Fri, 18 Sep 2009 08:50:45 -0400 http://seekingalpha.com/article/160007-citigroup-a-simple-analysis-of-a-terribly-complex-company?source=feed#comment-663008 663008

On Sep 04 11:57 PM Terence Chow wrote:

> Hi Johnsond,
>
> You make a very good point. Holding stock or cash should be irrelevant
> to an investment decision as you should simply move your money to
> the best return per risk investment you can find.
>
> My only caveat is that I find it odd to advise selling something
> undervalued. I'd rather wait for it to be fairly valued before I
> suggest selling it.
>
> If you are in cash however, I would suggest looking for a better
> reward/risk investment because I believe a better relationship exists
> than Citigroup at this moment.
>
> These are the reasons I have a different stance on what to do if
> you own the stock or not.
>
> However your point is still very strong and I am definitely thinking
> about changing my stance. The final argument I would have against
> it is that the vast majority of individuals who try to time the market
> are unprofitable. It is much safer to wait until Citigroup is fairly
> valued, sell it, then look for something undervalued again.
>
> Thanks for your comment though I will definitely think about that
> next time I make suggestions to people to continue holding a stock
> just because they own it and then turn around and suggest people
> who have money not to buy the stock.
>
> On Sep 04 02:54 PM johnsond wrote:]]> Sat, 05 Sep 2009 09:41:17 -0400

On Sep 04 11:57 PM Terence Chow wrote:

> Hi Johnsond,
>
> You make a very good point. Holding stock or cash should be irrelevant
> to an investment decision as you should simply move your money to
> the best return per risk investment you can find.
>
> My only caveat is that I find it odd to advise selling something
> undervalued. I'd rather wait for it to be fairly valued before I
> suggest selling it.
>
> If you are in cash however, I would suggest looking for a better
> reward/risk investment because I believe a better relationship exists
> than Citigroup at this moment.
>
> These are the reasons I have a different stance on what to do if
> you own the stock or not.
>
> However your point is still very strong and I am definitely thinking
> about changing my stance. The final argument I would have against
> it is that the vast majority of individuals who try to time the market
> are unprofitable. It is much safer to wait until Citigroup is fairly
> valued, sell it, then look for something undervalued again.
>
> Thanks for your comment though I will definitely think about that
> next time I make suggestions to people to continue holding a stock
> just because they own it and then turn around and suggest people
> who have money not to buy the stock.
>
> On Sep 04 02:54 PM johnsond wrote:]]> http://seekingalpha.com/article/144712-blowing-bubbles-part-i?source=feed#comment-559281 559281 Tue, 23 Jun 2009 14:41:12 -0400 http://seekingalpha.com/article/114143-the-fed-s-bubble-trouble?source=feed#comment-352211 352211 Sun, 11 Jan 2009 08:42:47 -0500 http://seekingalpha.com/article/112520-social-security-a-ponzi-scheme?source=feed#comment-341511 341511

On Dec 30 10:43 AM Guero wrote:

> Finally someone exhibiting some common sense around here.
>
> If SS is a Ponzi scheme, then by that same definition so is the stock
> market & real estate. After all, you are always looking for the
> next sucker in those places too.]]> Tue, 30 Dec 2008 12:04:43 -0500

On Dec 30 10:43 AM Guero wrote:

> Finally someone exhibiting some common sense around here.
>
> If SS is a Ponzi scheme, then by that same definition so is the stock
> market & real estate. After all, you are always looking for the
> next sucker in those places too.]]> http://seekingalpha.com/article/111199-in-madoff-we-trust?source=feed#comment-332339 332339 The only interesting part of the article is the very short discussion relating to of the stock market's similarities to a Ponzi scheme. Yes valuation bubbles are very close to a Ponzi scheme. And the lax enforcement of transparency and reporting regulations when the market is on a constant rise is fixable if we showed the will-power while the bubble is making everyone heady. ]]> Wed, 17 Dec 2008 14:50:54 -0500 The only interesting part of the article is the very short discussion relating to of the stock market's similarities to a Ponzi scheme. Yes valuation bubbles are very close to a Ponzi scheme. And the lax enforcement of transparency and reporting regulations when the market is on a constant rise is fixable if we showed the will-power while the bubble is making everyone heady. ]]> http://seekingalpha.com/article/111208-great-depression-not-imminent-but-inevitable?source=feed#comment-332313 332313

On Dec 17 07:49 AM Maya_ wrote:

> Silly article. One has to acknowledge that derivatives have serious
> destructive potential. But policy response is likely to contain the
> damage. As far as whether "no insurance" will cause a great depression;
> I wonder why the great depression ever got over; after all derivatives
> in its present day form are a very recent phenomenon.]]> Wed, 17 Dec 2008 14:33:59 -0500

On Dec 17 07:49 AM Maya_ wrote:

> Silly article. One has to acknowledge that derivatives have serious
> destructive potential. But policy response is likely to contain the
> damage. As far as whether "no insurance" will cause a great depression;
> I wonder why the great depression ever got over; after all derivatives
> in its present day form are a very recent phenomenon.]]> http://seekingalpha.com/article/101370-proposed-homeowner-bailout-plans-are-loaded-with-problems?source=feed#comment-288554 288554 Also, although I like Lok Sang Ho's general notion better than the candidates', I don't think that the plan would work either. I.e., Deliver an offer based on an appropriate appraisal standard to those owners and/or banks for viable properties. A certain segement of the foreclosure market could be assisted I guess but I don't think you could get very far with alleviating the crises. The same segment would probably voluntarily refinance if reasonable rates were offerred in general and penalties and prohibitions were eliminated. ]]> Thu, 23 Oct 2008 09:26:45 -0400 Also, although I like Lok Sang Ho's general notion better than the candidates', I don't think that the plan would work either. I.e., Deliver an offer based on an appropriate appraisal standard to those owners and/or banks for viable properties. A certain segement of the foreclosure market could be assisted I guess but I don't think you could get very far with alleviating the crises. The same segment would probably voluntarily refinance if reasonable rates were offerred in general and penalties and prohibitions were eliminated. ]]> http://seekingalpha.com/article/99939-schumer-is-way-off?source=feed#comment-282824 282824 Wed, 15 Oct 2008 09:43:58 -0400 http://seekingalpha.com/article/99674-coming-soon-the-600-trillion-derivatives-emergency-meeting?source=feed#comment-282451 282451 Tue, 14 Oct 2008 19:06:04 -0400 http://seekingalpha.com/article/98533-fannie-and-freddie-did-not-cause-this-crisis?source=feed#comment-273823 273823 Sun, 05 Oct 2008 09:03:21 -0400 http://seekingalpha.com/article/97214-it-s-time-for-the-govt-to-spell-out-the-risks-of-not-rescuing-financial-markets?source=feed#comment-264165 264165 Wed, 24 Sep 2008 19:44:36 -0400