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hksche2000

hksche2000
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  • 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
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    This (and a couple other recent) SA articles give a much better understanding of the risks and benefits of investing in INTC and/or MU. Russ Fischer's mantra of "no way but up" is put into perspective by a much more cautious outlook on both.

    Certainly INTC does not have great prospects, as long as current inbred management remains in charge. INTC has always been its own worst enemy with an aloof inability to adapt to ever changing environments. Despite its large cash hordes and lavish R&D spending, it has been unable over more than ten years now to meaningfully break into the mobile chip business.

    It's a fatal flaw, especially for a tech company, to be late in recognizing sea changes in the industry and adjust in a timely fashion. Unless management changes (fat chance!), sell INTC on any upturn while you can. Wall Street knows a dinosaur when it sees on. The INTC trend from hereon out is likely to be a slow but inexorable down for years to come.
    Mar 19, 2015. 05:52 PM | 1 Like Like |Link to Comment
  • Intel Or TSMC? Which Deserves Your Investment Dollar? [View article]
    Great detailed article. Thanks!

    But "The Price/Sales is less than half Intel's, ..."? Did you mean double" Intels?
    Mar 19, 2015. 01:06 PM | Likes Like |Link to Comment
  • Why I Panic Sold MusclePharm (And Why You Should Tread Carefully) [View article]
    ... or perhaps (more likely!) throw good money after bad!
    Mar 18, 2015. 04:27 PM | 5 Likes Like |Link to Comment
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