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manfred kanther

manfred kanther
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  • Market Crash And High Yield Debt [View article]
    not sure that the LSTA lev loan index has over 30% in lev loans....think it is closer to 4%. perhaps non-trading loans which are more traditional biz loans from banks, but let's be factual here.
    Dec 25, 2014. 08:53 AM | Likes Like |Link to Comment
  • Is Amazon A Buy After This Big Runup? [View article]
    Are you kidding??? At over 50 X earnings?! Buy something fairly valued.....GOOG!
    AMZN is a scam short squeeze, with a one time tax benefit.
    Apr 28, 2007. 12:17 PM | Likes Like |Link to Comment
  • Warning: Don't Jump On The Google Ship [View article]
    Why Have I heard ths same story before on GOOG, circa Barrons about a year ago that in the end has been wrong to the tune of 100 points, and from Doug Kass before that about 200 points ago. Why dont we comment on the overvaluation of the exchange stock such as CME or BOT, which grow no where GOOG's valuation but yet have p/e's 10 pts higher? That seems like the the real stock bubble at the moment.
    Jan 23, 2007. 10:37 PM | Likes Like |Link to Comment
  • Barron's Sends Google Down $20 - Is It Right? [View article]
    The Barrons piece is horrible, again, like earlier in the year circa March. Santoli and his editors need to figure out how to write objectional financial columns which address the PROS and the CONS. It is common knowledge that with huge size, comes slower growth as the investment world has since MSFT evolve. Barron's has been bashing GOOG since $150. That's alot of crow for them to eat. When they do finally come around to liking the company however, run!
    Dec 1, 2006. 01:04 AM | Likes Like |Link to Comment
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