Intel Aims to Tighten Its Control of the Chip Market [View article]
I agree with you. As an investor I own both INTC and NVDA shares. I think that the consumer is the ultimate picker, if he wants crap he will buy the intel offering and then judge if it is sufficient or not. Maybe that consumer will feel burned by the low performance offering of intel and he may then live with it, change it for an intel CPU + a GPU of luxury from ATI or NVDA or just remember that for the next time he shops a computer. The loser in this is not INTC, NVDA or AMD, it is the consumer.
What Is The Level Of Deflation Risk In Germany? [View article]
I really like German leadership. They are innovative and more structured than Americans. Foremost, they are more diversified than us, Canadians. Probably one of the best place to do value investing and to dollar cost average down until it stock prices stop falling.
Give Me Three Reasons to Stay in This Market [View article]
Yes. I would say buy and hold when you lose 50% must be amended to buy and hold and if you still believe, buy more now that you lost 50%. If this question is asked before investing and one is clearly not willing to invest more if a 50% loss is taken, then the buy and hold strategy is not for him/her. Risk tolerance assessment seldom consider the capacity of the investor to invest more money despite counterperformance even if it is probably the more reliable way to get good results on very very long term.
GE Shareholders Cheered by Dividends, Earnings News [View article]
They should cut that dividend for one year, I would be pleased then to snap up some thousand of shares at half the current price in 2009 as I earn some minimal money by working. I like paranoid speculators acting on next 3 months results and GE dividend cut would reinforce the company on long term, secure subsequent earning power and dividend payments, and allow me to buy all that at half the price or even better price.
Three Financial Stocks Worth Holding [View article]
Three good stocks. The only problem is that 100% of em is American. Do you have any idea of foreign stocks (outside of Canada and USA) which could be bought reliably for long term fat dividend returns? What about DB ING and AIB ? No body talks about them, are they ignored bargains?
'Institutional Type' Stocks Will Rise and Rise Some More [View article]
More interesting is the stocks that fell to small mid cap because of the beating down. NVDA, Allied Irish Banks, Aracruz Cellulose, and more procatively I would say Deutsche Bank, are examples. 1 year ago they were in the large cap environment and they had the standing of it, now they are given up by most investors, many institutionals will drop them down just because they are off their limits. The valuations now are very compelling, these companies are leaders in their field and their future earning power is almost unscathed. For the price of one Apple share you can get more than one share of each of these 4 companies and I really think you get a lot more value since hype around AAPL is intense compared to hype around these beaten down companies. In a few months, maybe institutional investors will get some interest at buying these orphans and drive them up.
I agree with that, but buying AAPL and GOOG now at the big price. As you say, investor having bought those is happy now. Holding to current positions in this stocks seems to me a good option, but it must be supplemented by a value-tech investing strategy. AAPL and GOOG will work with an Intel processor and a video card (NVDA). Earnings from INTC and NVDA along with their P/E and their technological leadership are on the raising side while the share price is on the decline side. I think we are now in the presence of a lifetime opportunity to load on these stocks as their price goes down.
Why It's Not Different This Time: Facts for Comfort [View article]
Hehe, If US lose a war, its investor can still have positive gains by buying not more than 33% of American stocks in their portfolios. Add some Canadian Banks, Deutsche stocks, Brazil and Asian stocks.
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Latest | Highest ratedIntel Aims to Tighten Its Control of the Chip Market [View article]
What Is The Level Of Deflation Risk In Germany? [View article]
Give Me Three Reasons to Stay in This Market [View article]
I would say buy and hold when you lose 50% must be amended to buy and hold and if you still believe, buy more now that you lost 50%. If this question is asked before investing and one is clearly not willing to invest more if a 50% loss is taken, then the buy and hold strategy is not for him/her. Risk tolerance assessment seldom consider the capacity of the investor to invest more money despite counterperformance even if it is probably the more reliable way to get good results on very very long term.
Where Will Baby Boomers' Savings Go? [View article]
Citigroup Sees Gold Reaching $2000 [View article]
GE Shareholders Cheered by Dividends, Earnings News [View article]
Three Financial Stocks Worth Holding [View article]
Sweden to Rescue U.S. Automakers? [View article]
A Little Known Fact, And Good News, About This Crisis [View article]
'Institutional Type' Stocks Will Rise and Rise Some More [View article]
The Dow's Lost Decade [View article]
Finding Relative Value in Financial Services [View article]
The Dow's Lost Decade [View article]
Why It's Not Different This Time: Facts for Comfort [View article]
PowerShares Financial Portfolio: A Preferred Idea [View article]