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hksche2000

hksche2000
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  • Vodafone Stumbles In Germany [View article]
    Good analysis. CEO Vittorio Colao has missed a few too many boats. The Board should try to rehire Joussen to replace Colao.
    May 20, 2015. 11:24 PM | Likes Like |Link to Comment
  • Randgold Resources Is The Perfect Fit [View article]
    @Deep: there's nothing wrong with SA contributors not being "trained analysts or financial advisors", as long as they provide valuable info and DD that readers don't have the time to do themselves on every issue. SA thus provides a preliminary screening that benefits readers to pick the companies/issues on which to do further in depth analysis.

    SA is not meant to give you "final answers" but provide readers with leads (pro or contra) and a forum for bloggers to chime in, the latter often the most valuable portion of the piece.
    May 17, 2015. 01:34 PM | 6 Likes Like |Link to Comment
  • Who Survives The Bloodbath Between Qualcomm, Mediatek And Intel? [View article]
    Scary, if true. But, as you say, QCOM is predominantly about licensing income and has always shown to be able to teach new tricks to its multitaleted pony. So don't panic but keep a close watch.

    Asia, especially China, is a mine field because of rampant plagiarism and unfair rules of competition. It's the 1.5 Billion Chinese gorilla that non-Chinese companies must deal with. The gorilla unfortunately writes most (if not all) of the rules.
    May 13, 2015. 01:27 PM | Likes Like |Link to Comment
  • Micron Technology: SSD Price Tipping Point In Sight [View article]
    You can!
    Apr 17, 2015. 05:54 PM | Likes Like |Link to Comment
  • NYSE Margin Debt Rockets To Near-Record High In February: Risk Rank At No. 1 [View article]
    When US equities go down, they usually take European equities right with them. And I don't think this time will be different. No place for investors to hide in Germany (EWG).

    Only China may be a big enough economy to maintain its own course provided continued gov't easing. But given its export dependency, its markets too will not outlast a prolonged downturn in US equities.
    Apr 2, 2015. 12:26 AM | Likes Like |Link to Comment
  • Report: Greek bailout talks end with no deal; Goldman frets, Mobius buys [View news story]
    Greece may be at the brink of running out of other peoples' money.
    Mar 31, 2015. 11:18 AM | 5 Likes Like |Link to Comment
  • Micron -3.3% following SanDisk's warning (updated) [View news story]
    Rumple Pumple, (what a cute Schnaps brand, just kidding!), what's is the 3D NAND competition, if any, especially from Samsung?
    Mar 28, 2015. 01:05 PM | Likes Like |Link to Comment
  • Why I Panic Sold MusclePharm (And Why You Should Tread Carefully) [View article]
    So, why isn't that reflected in MSLP share price, which is down nearly 70 percent in the last 6mos?! Not a pretty picture and the real question is: "Is there any hope for recovery or time to head for the exits?"
    Mar 28, 2015. 12:34 PM | Likes Like |Link to Comment
  • Google: 5 Big Reasons I Would Not Own It [View article]
    "The US economic locomotive is broken."
    That'll be the day!
    Mar 28, 2015. 11:46 AM | 2 Likes Like |Link to Comment
  • Google: 5 Big Reasons I Would Not Own It [View article]
    Outside the US, we have been in a worldwide recession for a long time, did you not notice? Remember QE in Japan, China, Japan and now (long overdue) Europe. What would QE be for, if not to fight WW recession?!

    However, world economies look set for recovery going forward as a result of that very QE, low oil prices, foreign currencies/exports benefiting from the Dollar strength, low inflation, and the US economic locomotive running on more and more cylinders.

    So, short of major political calamities (Russia, Middle East), which are in calculable, things should be looking up.
    Mar 27, 2015. 03:49 PM | Likes Like |Link to Comment
  • Micron Stock A Buy Despite Rival SanDisk's Lower Forecast [View article]
    Couldn't agree more. Between $25-26 buy all you can eat!
    Mar 27, 2015. 11:03 AM | 1 Like Like |Link to Comment
  • Micron -3.3% following SanDisk's warning (updated) [View news story]
    But then again, if you knew the "full note", would you sell MU at this NAV even if that note were cautionary or discouraging?

    I wouldn't because I believe the "MU story after Elpida" is still unfolding. At a forward P/E <7, P/S 1.7, ROE 32%, and little debt, buy "all you can eat" MU shares between $25-26 and you will be richly rewarded. Wall Street's offering you a sale you can't possibly refuse.
    Mar 26, 2015. 11:31 AM | 5 Likes Like |Link to Comment
  • Why Has Santander Struggled To Deliver Consistent Performance? [View article]
    Nevertheless, the $9B share dilution, the massive dividend cut, the possible scrubbing of the scrips div. resulting in exposure to a 21% Spanish tax penalty, the huge (>30%) SAN NAV drop, and overall management not running on all cylinders for a very long time now, those are real concerns that worry me as a long term SAN investor.
    Mar 25, 2015. 12:08 AM | 4 Likes Like |Link to Comment
  • Is HAO The Right China ETF For You? [View article]
    Any good China ETF's, other than HAO small cap, which you would recommend for SA China investors?
    Mar 23, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • Qualcomm Investors: Time To Cash In Your Chips [View article]
    AP Shortseller, who sent you SA? Not buying your misguided QCOM analysis and questioning your motives.
    Mar 19, 2015. 11:42 PM | 2 Likes Like |Link to Comment
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