Carlos Portocarrero's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/316704/comments http://seekingalpha.com/article/119607/comments?source=feed#comment-382198 382198 Tue, 10 Feb 2009 09:38:04 -0500 http://seekingalpha.com/article/118142/comments?source=feed#comment-375403 375403
Hopefully they can learn from their picks that do well as much as they can from those that don't. When they're ready to go into the real world, they'll be that much more prepared.]]> Wed, 04 Feb 2009 09:59:02 -0500
Hopefully they can learn from their picks that do well as much as they can from those that don't. When they're ready to go into the real world, they'll be that much more prepared.]]> http://seekingalpha.com/article/118142/comments?source=feed#comment-374411 374411
But the study makes a strong point about the influence that brands have on stocks. Of course it's impossible to know which companies would be the top brands today back in 2000, but I still think the study makes a valid argument relating brands to stocks.

If you noticed everyone wearing an iPod or using a Blackberry before Wall Street crunched the numbers on these companies, you could've gotten in early and made a good investment in these brands/companies.

Is it a surefire way of picking stocks? Of course not. Is it another tool to keep in the arsenal, especially when it comes to novice investors scared away by P/E ratios and balance sheets? I don't see why not.]]> Tue, 03 Feb 2009 10:50:21 -0500
But the study makes a strong point about the influence that brands have on stocks. Of course it's impossible to know which companies would be the top brands today back in 2000, but I still think the study makes a valid argument relating brands to stocks.

If you noticed everyone wearing an iPod or using a Blackberry before Wall Street crunched the numbers on these companies, you could've gotten in early and made a good investment in these brands/companies.

Is it a surefire way of picking stocks? Of course not. Is it another tool to keep in the arsenal, especially when it comes to novice investors scared away by P/E ratios and balance sheets? I don't see why not.]]> http://seekingalpha.com/article/117816/comments?source=feed#comment-373408 373408
At least you're honest about not knowing. I know a lot of people would feel tons of pressure to play it off like they do know what they're talking about when they really don't.]]> Mon, 02 Feb 2009 11:42:06 -0500
At least you're honest about not knowing. I know a lot of people would feel tons of pressure to play it off like they do know what they're talking about when they really don't.]]> http://seekingalpha.com/article/117815/comments?source=feed#comment-373314 373314 Mon, 02 Feb 2009 10:49:55 -0500 http://seekingalpha.com/article/117816/comments?source=feed#comment-373313 373313
I guess there isn't anything terribly "wrong" about it, it's just a time saver for some people that don't want to get bogged down in the details. Which I can understand.]]> Mon, 02 Feb 2009 10:48:31 -0500
I guess there isn't anything terribly "wrong" about it, it's just a time saver for some people that don't want to get bogged down in the details. Which I can understand.]]> http://seekingalpha.com/article/117815/comments?source=feed#comment-373309 373309
It's just interesting how things are changing so quickly. Before, people saved those bags to show off to their friends how "well off" things were.

No longer.]]> Mon, 02 Feb 2009 10:46:24 -0500
It's just interesting how things are changing so quickly. Before, people saved those bags to show off to their friends how "well off" things were.

No longer.]]> http://seekingalpha.com/article/112174/comments?source=feed#comment-371424 371424
That, to me, is sacrificing sound business principles because they didn't have the creativity or foresight to make a move like Nintendo's.]]> Fri, 30 Jan 2009 15:19:30 -0500
That, to me, is sacrificing sound business principles because they didn't have the creativity or foresight to make a move like Nintendo's.]]> http://seekingalpha.com/article/112175/comments?source=feed#comment-350123 350123 Thu, 08 Jan 2009 16:40:23 -0500 http://seekingalpha.com/article/112174/comments?source=feed#comment-342817 342817
online.wsj.com/article...
]]> Wed, 31 Dec 2008 15:04:35 -0500
online.wsj.com/article...
]]> http://seekingalpha.com/article/112174/comments?source=feed#comment-342815 342815
"The lesson, lost on Mr. Shippy and Ms. Phipps, is that technical supremacy divorced from sound strategic vision is no virtue. It can even end up in disaster."

Check out the full review here. ]]> Wed, 31 Dec 2008 15:04:16 -0500
"The lesson, lost on Mr. Shippy and Ms. Phipps, is that technical supremacy divorced from sound strategic vision is no virtue. It can even end up in disaster."

Check out the full review here. ]]> http://seekingalpha.com/article/112174/comments?source=feed#comment-341413 341413
"Sony sell graphics instead of fun"

But all gamers, even the hardcore folks who demand HD graphics and photorealistic interiors, want fun. That's what gaming is all about. There are scores of games that have been made with incredible graphics and all the reviews point out that, while the graphics are top notch, the game itself doesn't stand out.

Whether or not people care about that before they buy is another story...


]]> Tue, 30 Dec 2008 10:41:18 -0500
"Sony sell graphics instead of fun"

But all gamers, even the hardcore folks who demand HD graphics and photorealistic interiors, want fun. That's what gaming is all about. There are scores of games that have been made with incredible graphics and all the reviews point out that, while the graphics are top notch, the game itself doesn't stand out.

Whether or not people care about that before they buy is another story...


]]> http://seekingalpha.com/article/110037/comments?source=feed#comment-341365 341365 Tue, 30 Dec 2008 09:56:25 -0500 http://seekingalpha.com/article/110037/comments?source=feed#comment-332985 332985 Thu, 18 Dec 2008 09:59:09 -0500 http://seekingalpha.com/article/110037/comments?source=feed#comment-331353 331353 FLS) in his Top Stocks for 2009 column. Why? 'Cause it's all about the infrastructure.]]> Tue, 16 Dec 2008 16:19:39 -0500 FLS) in his Top Stocks for 2009 column. Why? 'Cause it's all about the infrastructure.]]> http://seekingalpha.com/article/110037/comments?source=feed#comment-325448 325448 Wed, 10 Dec 2008 09:41:57 -0500