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frosty

frosty
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  • Disney: The Sum Of All Parts [View article]
    The $30 billion isn't a premium, it's a discount. Disney is selling for less than your valuation.
    Nov 25, 2014. 08:50 AM | Likes Like |Link to Comment
  • Is Investing Like Yale Good For Individuals? [View article]
    Gimme a break! The individual investor has nowhere near the expertise or time to put together such a strategy nor the time to manage it on an ongoing basis. Yale has a large staff managing its endowment fund and the hedge funds and lbo's that make up so much of their portfolio have even larger staffs and person-years to manage on an ongoing basis.

    This article is irrelevant for the individual investor who is less than 100% investment savvy, 100% of the time.
    Nov 11, 2014. 09:22 AM | Likes Like |Link to Comment
  • Disney And Earnings: Still The Happiest Place On Earth (For Your Money) [View article]
    Didn't even mention movies: Disney princesses, etc., Pixar, Marvel, Star Wars. Or toys based on movies.
    Nov 5, 2014. 09:11 AM | Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    Apple's revenue dwarfs IBM, Oracle, and MS (it's the 6th largest U.S. company by revenue) and is America's highest market cap stock. Now it moves onto the next stage of its evolution into the enterprise. I wouldn't underestimate Apple's ability to succeed, especially with partners such as IBM.

    Oh yeah, Steve Jobs wife is also one of the richest people in the world.
    Oct 23, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    Hmmm. I wonder if Walmart could use its political muscle to use the same logic against Amazon for not having 'dealers' in the state?
    Oct 18, 2014. 09:01 AM | 1 Like Like |Link to Comment
  • Pizza Hut looks to reverse U.S. market share slide [View news story]
    Forget franchise pizzas. Find a local family owned pizza restaurant. Even if it costs twice as much it's worth it for the quality. I've never had a Domino, Pizza Hut was 45 years ago and Papa John's (once) was 15 years ago. There are quality pizza restaurants almost everywhere that beat the socks off franchises.
    Sep 17, 2014. 07:09 PM | 1 Like Like |Link to Comment
  • Is National Oilwell Varco A Good Investment? [View article]
    Woah . . . is that a double top I see in the chart?

    When was this research done? Paragraph 3, 'Furthermore, subsea producers will increase their spending by 9% every year by 2014.' This is 2014! Have they done that? What about the future?

    Also, '. . . the company is not exposed to the commodity price risk.' Of course it is and it has been proven every time the price of oil/gas plummets. No price, no profit, no new drilling, no new drilling gadgets.

    This research is sketchy, at best, even shallow.
    Sep 16, 2014. 08:32 AM | 3 Likes Like |Link to Comment
  • Why "S&P 2000″ Is A Fed Manufactured Mirage: The "Buy The Dips" Chart That Says It All [View article]
    So if is sell my SPY now, having tripled in value since 2009, my profits won't exist?
    Aug 26, 2014. 08:14 AM | Likes Like |Link to Comment
  • Is The Dow Overvalued? Comparing Historical Valuations With Fundamentals [View article]
    The Dow is a ridiculous index to follow on a long term basis for 3 reasons: first, its components have changed dramatically over time, 9 changes in the last decade alone, GE is the only company to be in DJIA for the entire history; second, 11 of the so called industrials are not industrials but are insurance (TRV, UNH), financial (JPM, GS, AXP, V), retail (WMT, HD), even fast food (NYSE:MCD); third it's a price index which is why they recently eliminated the low priced BAC with the vastly smaller but higher priced GS.

    In short, it has devolved to a random and changing collection of blue chip stocks that have little in common and whose prices are averaged together. Certainly long term studies of this index have little meaning. This is unlike the DJTA and the DJUA which have more or less retained their integrity over the years.
    Aug 18, 2014. 08:21 AM | 5 Likes Like |Link to Comment
  • More Signs A Market Bottom Is Forming [View article]
    There is a difference between selling and capitulation. Selling involves taking profits or avoiding further losses. Capitulation is panic driven, unrestrained selling to save what little bit remains. We are definitely not there right now.
    Aug 7, 2014. 09:30 AM | 2 Likes Like |Link to Comment
  • New Wal-Mart U.S. CEO faces a long list of pressing problems [View news story]
    Or it could be WMT has simply peaked out, like other retail stars of the past (Sears, Penney, Montgomery Ward, Kresge/Kmart, . . .) and now begins its slow decline. We recently visited the Phoenix area and within a couple of miles there were 2 Walmarts, one huge, the other only very large. Two Walmarts competing against each other. And there may have been more nearby.
    Jul 26, 2014. 08:38 AM | 4 Likes Like |Link to Comment
  • Silly Rabbit, Dividends Do Matter In Retirement [View article]
    Many people in retirement need an assured cash flow like that from dividends paid by reliable companies with long term track records. The worst thing that can happen to a retiree is to be forced to sell in a down market to raise needed cash.
    Jul 21, 2014. 09:47 AM | 11 Likes Like |Link to Comment
  • 16 Good Reasons To Be Wary Of A Market Downturn [View article]
    There is a mid-ground between bear and bull markets. It's called a correction, which seems more likely given the trends of nearly all major economic and investment indexes.

    One month or one quarter 'time series' tell us nothing about trends as they are simply single data points (#'s 4 - 9). Even the margin debt chart is suspect as it looks at only the last 2 peaks. Wars in various places of the world don't seem to have a long term impact on major world markets. And the actions of individual investors mean nothing.

    Reading this article reminds me of a song I heard, 'I feel so damned depressed' and I wonder if the author heard it too.
    Jul 12, 2014. 10:03 AM | 2 Likes Like |Link to Comment
  • 16 Good Reasons To Be Wary Of A Market Downturn [View article]
    If only a president could control the markets . . . What, then, would this say about Bush, the only president with 2 bear markets to his credit?
    Jul 12, 2014. 09:42 AM | 13 Likes Like |Link to Comment
  • U.S. clears way for some oil exports by Pioneer Natural, Enterprise Products [View news story]
    6 years ago, republicans were screaming that Obama was an anti-oil president, opposed to increased drilling and production. Now we're exporting the stuff as his administration has led the way in producing ever more shale oil. Oh wait, won't they now be opposed to further production and especially exporting oil because he is for it?
    Jun 24, 2014. 06:27 PM | 13 Likes Like |Link to Comment
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