Seeking Alpha

tc1 » Comments |

Sort by:
Latest | Highest rated
  • S&P 500 Stocks with the Highest Percentage of Buy Ratings [View article]
    Great idea to compile this list-- very useful. I don't recall seeing anyone else do this anytime this year. Should be done more often. If you guys would be willing to do this twice a year or so, i and others, i'm sure, would be very grateful.
    Nov 20 16:15 pm |Rating: 0 0 |Link to Comment
  • 4 Cheap Japanese Stocks [View article]
    Thank you, LV, for letting us know of these Japanese bargains. Impressive cash balances.... You've got me inspired to do further DD on some of these....

    Sounds like these are definitely only for the PATIENT investor, whereas, i confess, i and many others have been playing with the quick gains made available among the US, Chinese, Brazilian and other small-cap stocks during this 2009 rally.
    Nov 20 09:19 am |Rating: +1 0 |Link to Comment
  • Cramer's Mad Money - You Can Buy Pretty Much Everything (11/16/09) [View article]
    i second the sentiment on ATVI. It's a core holding among the Motley Fool folks, so there's a strong contingent of buyers there who will keep buying it on dips. ATVI is clearly the strongest player in the game segment and looks to enjoy a spectacular 2010.
    Nov 17 10:42 am |Rating: 0 0 |Link to Comment
  • 11 'Babies with Bathwater' and 20 'Dogs with Fleas' Stocks for the Week [View article]
    JC, I second the grateful sentiment from mbkelly75. Your list of "babies out with the bathwater" is a great service for those of us investors with a strong "contrarian value investor" approach.
    Nov 16 22:17 pm |Rating: +1 0 |Link to Comment
  • Dollar Weakness and Stock Market Strength: Considering the Data [View article]
    Jeff, a very educational article. Thank you.

    So, the big Q for me, and surely many readers, is this: sleuthing out the history of the dollar-stockmarket relationship, what are the specific dynamics or catalysts that appear in the past to have altered the relationship from DIRECTLY correlated to INVERSELY correlated (and vice versa) between dollar strength and stock market strength?

    The follow-up Q, of course, would be this: Do you see any such dynamic or catalyst looming for a change between the current INVERSE relationship to a DIRECT relationship?

    Thanks for any response you can give....
    Nov 15 11:30 am |Rating: 0 0 |Link to Comment
  • Interview: Top Indian Value Investor Chetan Parikh Outlines His Fundamental Approach  [View article]
    Yes, i was hoping for a few "best stocks/sectors" tips, too, but still i'm VERY GRATEFUL to Miguel for transcribing the interview and letting us hear the views and insights of a respected value investor. My own investment style is largely that of a "contrarian value investor," focusing especially on small- and medium-cap stocks, so i appreciate this interview. As for those Indian stocks, a list of Indian ADR companies recently appeared on S.Alpha. I'll have to go find that list and do D.D. on each of the companies. Be aware, too, that international companies like Catepillar are a play on India's growth.
    Nov 14 14:42 pm |Rating: 0 0 |Link to Comment
  • Cramer's Lightning Round - The Mosaic of Junior Gold Miners (11/11/09) [View article]
    I agree with you, Mark123, on Silver Wheaton (SLW). Everything i've read on this company suggests it is effectively a "money printing machine." And its profits and profit margin look good to grow by huge amounts over the coming months and years. That's why i went long on SLW several months ago at an already fairly high price. Friends, it's going much higher over time as the price of silver rises with an economic recovery, however anemic that recovery might be.
    Nov 12 23:15 pm |Rating: 0 0 |Link to Comment
  • While Cree Is Great in LED, Veeco May Be a Better Stock [View article]
    Hi Jeff-- thank you for the article. Can you tell me more reasons why we should invest in a stock that has a PEG of an awfully high 27.6, when, CREE's is much lower than this, and, for further instance, there are any number of fast-growing Chinese companies with PEGs well under 1.0?
    Nov 06 09:28 am |Rating: 0 -1 |Link to Comment
  • Samsung Sees Record Profits [View article]
    Makes me wish i'd invested in the major S.Korea fund (EWY) several months ago after the big news about the N.Korea missile-test -- one could have picked up EWY for about $33/share. It's way up since then.
    Oct 30 09:31 am |Rating: +1 0 |Link to Comment
  • Is There an Opportunity in First Solar? [View article]
    One of the most balanced and insightful assessments i've yet to read in the aftermath of this 3Q earnings report from FSLR.
    Oct 29 14:13 pm |Rating: +1 0 |Link to Comment
  • Biotech Sector Pullback: Good Time to Buy at a Discount [View article]
    Oops-- recent sleep shortages knocked out some of my memory banks!

    Aschoff is with Brean Murray (not "Breann Murphy").

    And Sangamo is, of course, not the anthrax vaccine maker (i was momentarily confusing it in my mind with Emergent BioSolutions (EBS), another recently hammered down biotech). Rather, SGMO is famous for its zinc finger nucleases (ZFNs) or protein "switches" that can turn genes on or off for treating conditions like diabetic neuropathy, etc.
    Oct 29 11:37 am |Rating: 0 0 |Link to Comment
  • Biotech Sector Pullback: Good Time to Buy at a Discount [View article]
    Thank you for this article, VFC.

    Talk about manipulation and opportunities...

    We can consider biotech stock Sangamo BioSciences (SGMO), for whom most analysts posit a price target anywhere from $11 to $18. In Sept. it traded between $8 or $9 until it predictably fell to the low $7 range on an early-Oct. announcement of a stock offering. It then got pummeled with a a ridiculously low P.O. of $4 issued out of left field by Breann Murphy "analyst" (manipulator) Jonathan Aschoff, whom Mark Mitchell and the Deep Capture team have flushed out as a big friend of the naked short-sellers.

    That stock is now available for the very low bargain-price of ~$6.

    Meanwhile, SGMO is a big recipient of steady govt spending on its anthrax vaccine, and has several other very promising biopharma products in the pipeline.

    Disclosure: recently went long on SGMO at this artificially (fraudulently?) hammered down discount price. If it only goes back to its Sept. high, i've got a 50% gain.
    Oct 29 11:27 am |Rating: 0 0 |Link to Comment
  • Three Companies with Positive, Long-Term Potential [View article]
    >PEG is also high at 1.19....

    FPL's PEG is naturally going to be rather high because they're primarily a utility and utilities are generally not "growth" stocks.
    Oct 29 10:02 am |Rating: 0 0 |Link to Comment
  • GE Down 10 Days in a Row [View article]
    GE is going to be fine for the longer term as it continues to downsize its financial segment, continues to grow its other segments, and has its corporate realty segment regenerated with the general expected improvement of that sector over the coming years after a necessary nasty plunge in the meantime (yes, a very mean time for everyone during this nasty recession and its jobless recovery initial aftermath).

    Long GE at avg pps of $13.69.
    Oct 29 09:31 am |Rating: +3 0 |Link to Comment
  • Raser Technologies: Financing, Dilution Continue to Be an Issue for Now [View article]
    Great clarification, Jack, about the 30% investment tax credit.
    Oct 28 11:30 am |Rating: 0 0 |Link to Comment
Comments by Ticker
AAPL, AB, ABB, ABM, ABT, ABV, ABX, ACI, ACRZF.PK, ACUR, ADCT, ADLS, ADM, AEIS, AEM, AFAM, AFP, AGEN, AGNC, AGQNF.PK, AGU, AIG, AIOIY.PK, AIV, ALK, ALPMY.PK, ALTH, AMED, AMSC, AMSF, AMZN, AN, ANH, ANR, ANZ, APOL, APPA, APVNF.PK, ARA, ARCC, ATHN, ATN, ATPWF.PK, ATV, AU, AUY, AVB, AVR, AXPW.OB, AZN,
tc1's
Comments Stats
162 comments
Rating: 148 (206 - 58 )