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hksche2000

hksche2000
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  • BlackBerry -4.9%; Chen talks turnaround, potential smartphone pullback [View news story]
    If Chen continues as wishy-washy as he has been, there's no way but further down for BBRY.
    Jul 24, 2015. 12:00 PM | 3 Likes Like |Link to Comment
  • Micron -6.8% after FQ3 miss, soft FQ4 outlook (updated) [View news story]
    Where are all the pundits touting MU as a sure bet (after the Elpida acquisition)?! No word here from the gurus like Russ Fischer. Is everybody too busy licking their wounds?

    So this was MU's worst quarter, but things will be looking up hereafter. Oh sure, absolutely! MU just seems to have been getting in its own way ever since it was founded by an Idaho potato farmer. Got into the wrong kind of chips then and still does. MU is a stock to trade, not to own!
    Jun 25, 2015. 11:41 PM | 2 Likes Like |Link to Comment
  • Why Owning Blackstone Group LP Is A Risky Proposition [View article]
    KC, thanks for a great analysis!

    "But how do we know when irrational exuberance has unduly escalated asset values ...?", to quote Alan Greenspan. Remember, it took longer than 3 more years after AG's 12/5/1996 speech until the asset bubble burst.

    So, if you can't time the market, you stick with proven winners (like BX), though you may reduce your allocation as interest rates are set to increase. Where else would you put your money or when would you decide to put it back into BX, if you got out? I would say a more important criterion to use than a Yellen-gradual interest rate increase) would be a contraction in US real estate values. And we seem to be quite a way away from that.

    Long BX in IRA, R-IRA
    Jun 24, 2015. 03:42 PM | 1 Like Like |Link to Comment
  • Hovnanian Enterprises: Why Investors Should Stay Away From This Homebuilder [View article]
    HOV needs to reduce their costs. If they can't make money in the present housing boom, the company's future is in doubt.

    Furthermore, if HOV spec homes are built well, they shouldn't need to be sold at a discount in a market of high demand and short supply. On the contrary they should be selling like hot cakes, as buyers are able to actually see (instead of hoping for) what they are getting into.
    Jun 20, 2015. 11:58 PM | 1 Like Like |Link to Comment
  • MGIC: Rising From The Ashes Amongst Mortgage Insurers [View article]
    Great analysis, thanks!
    Long RDN (@ $6.4/sh) and longer MTG (@$6.34/sh).
    Jun 18, 2015. 01:04 PM | 1 Like Like |Link to Comment
  • Chinese shares plunge again [View news story]
    Chinese markets down again today, but YINN Direxion ETF is up. Does Wall Street know something?
    Jun 18, 2015. 12:32 PM | Likes Like |Link to Comment
  • Yahoo renews Katie Couric for reported $10M/year [View news story]
    Put a lot of hope into MM when she came from GOOG to take over YHOO. I have now given up that hope. Katie and Marissa appear to row in the same boat "gently down the loser stream".
    Jun 13, 2015. 11:42 AM | 8 Likes Like |Link to Comment
  • Randgold Resources' Post-Earnings Weakness Is A Buying Opportunity [View article]
    ..."gold prices could improve going forward, ultimately benefiting Randgold". In a deflationary world, they also may not improve for quite some time.

    GOLD is one of the best gold companies around. But, unless gold prices rise, GOLD will remain under pressure with the rest of the PM miners. Don't jump into PM (incl. GOLD) just yet.
    Jun 13, 2015. 11:29 AM | 3 Likes Like |Link to Comment
  • Apple's Metaio Acquisition Could Be A Game Changer [View article]
    Metaio may help getting Apple's TV ambitions out of its current funk. This is really cool tech!

    To the author: "I suspect he may have went on to sell to Apple." Did you mean "may have gone"? Perhaps Metaio can find a cool way to fix the growing confusion with irregular verbs in every day American language.
    Jun 7, 2015. 12:32 PM | 3 Likes Like |Link to Comment
  • 3 Reasons Sprint Might Not Have 2 Years [View article]
    The question is how deep are Chair Masa Son's pockets and how much of that is he willing to spend on S. He also may sell some of Sprint's about $100B worth of airwaves to finance Sprint's upgrades. Don't count MS out just yet.
    Jun 5, 2015. 02:13 PM | 2 Likes Like |Link to Comment
  • 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
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