kagame's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/342910/comments http://seekingalpha.com/article/169488-george-soros-the-guru-outlook?source=feed#comment-735280 735280 Thu, 29 Oct 2009 09:11:16 -0400 http://seekingalpha.com/article/159027-sina-q2-preview-focus-media-acquisition-by-year-end?source=feed#comment-654292 654292 Mon, 31 Aug 2009 08:12:26 -0400 http://seekingalpha.com/article/159027-sina-q2-preview-focus-media-acquisition-by-year-end?source=feed#comment-654291 654291
Still an amazing opportunity.]]> Mon, 31 Aug 2009 08:11:51 -0400
Still an amazing opportunity.]]> http://seekingalpha.com/article/158875-distinction-between-positive-and-normative-economics-misses-the-point?source=feed#comment-652319 652319
At the behest of politicians, economists are told/allowed to not examine or judge, but instead, to attempt to create an actual change; to try to circumvent the current economic reality.

Often this is simply a brainwashing double speak intended to confuse the public, with no chance of success.

So yes, it is usually merely politics as usual.

Just my thoughts.]]> Sat, 29 Aug 2009 10:44:14 -0400
At the behest of politicians, economists are told/allowed to not examine or judge, but instead, to attempt to create an actual change; to try to circumvent the current economic reality.

Often this is simply a brainwashing double speak intended to confuse the public, with no chance of success.

So yes, it is usually merely politics as usual.

Just my thoughts.]]> http://seekingalpha.com/article/149923-the-stock-rally-could-continue-higher?source=feed#comment-597110 597110 Tue, 21 Jul 2009 17:54:12 -0400 http://seekingalpha.com/article/144855-e-trade-living-on-borrowed-time?source=feed#comment-597000 597000
What people like Al the Pal fail to realize is that all the bad news is baked into the stock price. I have read numerous sources say it is trading below liquidation value, Citadel or no Citadel.

Also consider the high % of the float short. If we see encouraging economic indicators that might bode well for the housing industry and the mortgage portfolio, Etrade will skyrocket.

This is all about risk reward. Etrade cannot go below $0.]]> Tue, 21 Jul 2009 16:17:24 -0400
What people like Al the Pal fail to realize is that all the bad news is baked into the stock price. I have read numerous sources say it is trading below liquidation value, Citadel or no Citadel.

Also consider the high % of the float short. If we see encouraging economic indicators that might bode well for the housing industry and the mortgage portfolio, Etrade will skyrocket.

This is all about risk reward. Etrade cannot go below $0.]]> http://seekingalpha.com/article/148046-what-to-make-of-the-market-here?source=feed#comment-584763 584763 Sun, 12 Jul 2009 16:08:45 -0400 http://seekingalpha.com/article/148235-an-ugly-messy-market?source=feed#comment-584756 584756 Sun, 12 Jul 2009 16:04:27 -0400 http://seekingalpha.com/article/148235-an-ugly-messy-market?source=feed#comment-584754 584754
I liked another ideas I found on here, short hotels and casinos.

The energy short idea may be a underperformer as far as shorts go, CVX was not as weak as the SMB guys anticipated Friday.

Ove]]> Sun, 12 Jul 2009 16:04:11 -0400
I liked another ideas I found on here, short hotels and casinos.

The energy short idea may be a underperformer as far as shorts go, CVX was not as weak as the SMB guys anticipated Friday.

Ove]]> http://seekingalpha.com/article/148043-the-best-times-to-buy-shanda-s-stock?source=feed#comment-583847 583847
While I agree with your overall assessments of the events that preceded irrationally low prices for SNDA, I would take issue with the actual cause of that mispricing. It surely wasn't a great "misunderstanding" of the company by normal everyday investors. I am on the message boards constantly and everyday normal Joe types were fully informed as to the actual growth and strength of SNDA's business model and online gaming in general.

I would tend to think it was massive forced hedge fund liquidations that clobbered the price. Or perhaps manipulation by large market makers to make a killing on options positions. Anything besides rational investors deciding to sell. Because that just doesn't hold up to logic.

If you ever watch the way SNDA trades, its actual tape, you will see it is incredibly illiquid in terms of price levels and will fluctuate wildly. It is very thin, and highly volatile. Shorts have abused long term investors in the this over and over, and most likely will again.

I would be willing to be we see another irrational selloff in the near future, probably related to the lack of transparency regarding the IPO of the gaming unit, or maybe at the slightest collapse in the overall market.

Lets remember this is a company who has crushed estimates every quarter for years. Yet look at that stock chart. Ever since the switch to the CSP business model SNDA has been a rock star outperformer, in a booming recession resistant sector, in a stronger economy, with a stronger currency. Did that prevent SNDA from selling off almost 50%? Nope.

Efficient markets for ya.]]> Sat, 11 Jul 2009 18:11:56 -0400
While I agree with your overall assessments of the events that preceded irrationally low prices for SNDA, I would take issue with the actual cause of that mispricing. It surely wasn't a great "misunderstanding" of the company by normal everyday investors. I am on the message boards constantly and everyday normal Joe types were fully informed as to the actual growth and strength of SNDA's business model and online gaming in general.

I would tend to think it was massive forced hedge fund liquidations that clobbered the price. Or perhaps manipulation by large market makers to make a killing on options positions. Anything besides rational investors deciding to sell. Because that just doesn't hold up to logic.

If you ever watch the way SNDA trades, its actual tape, you will see it is incredibly illiquid in terms of price levels and will fluctuate wildly. It is very thin, and highly volatile. Shorts have abused long term investors in the this over and over, and most likely will again.

I would be willing to be we see another irrational selloff in the near future, probably related to the lack of transparency regarding the IPO of the gaming unit, or maybe at the slightest collapse in the overall market.

Lets remember this is a company who has crushed estimates every quarter for years. Yet look at that stock chart. Ever since the switch to the CSP business model SNDA has been a rock star outperformer, in a booming recession resistant sector, in a stronger economy, with a stronger currency. Did that prevent SNDA from selling off almost 50%? Nope.

Efficient markets for ya.]]> http://seekingalpha.com/article/147720-stopped-out-of-trades-will-there-be-a-reversal?source=feed#comment-579990 579990 Thu, 09 Jul 2009 00:55:15 -0400 http://seekingalpha.com/article/147303-what-s-driving-netease-s-stock-price?source=feed#comment-576864 576864 Tue, 07 Jul 2009 09:08:25 -0400 http://seekingalpha.com/article/145635-why-you-don-t-need-an-informational-advantage-just-an-emotional-one?source=feed#comment-573136 573136 Fri, 03 Jul 2009 11:06:50 -0400 http://seekingalpha.com/article/146567-the-impact-of-recent-regulations-on-chinese-online-gaming-stocks?source=feed#comment-573122 573122
SNDA dropped further, about $10 total.

I believe these companies will adapt and flourish, despite these regulations. What is more troubling is that the Chinese gov't continues to abuse Western investors with this type of bizarre and oddly timed regulatory action.]]> Fri, 03 Jul 2009 10:58:05 -0400
SNDA dropped further, about $10 total.

I believe these companies will adapt and flourish, despite these regulations. What is more troubling is that the Chinese gov't continues to abuse Western investors with this type of bizarre and oddly timed regulatory action.]]> http://seekingalpha.com/article/144676-an-opportunity-to-profit-from-focus-media-sina-transaction?source=feed#comment-558942 558942 Tue, 23 Jun 2009 10:46:49 -0400 http://seekingalpha.com/article/144676-an-opportunity-to-profit-from-focus-media-sina-transaction?source=feed#comment-558373 558373
I would think FMCN is worth more without a merger, the uncertainty involved is holding the price down to near cash value. Remember FMCN has no debt, a ton of cash on hand, and assets such as ALLYES whose values are as of yet ignored by the market. Assuming some (even small or slow) global recovery is in effect and the Chinese economic stimulus is as good as it sounds, this is an absurdly cheap stock.

Especially after the afternoon sell off to $7, where we hit strong support.]]> Mon, 22 Jun 2009 22:56:27 -0400
I would think FMCN is worth more without a merger, the uncertainty involved is holding the price down to near cash value. Remember FMCN has no debt, a ton of cash on hand, and assets such as ALLYES whose values are as of yet ignored by the market. Assuming some (even small or slow) global recovery is in effect and the Chinese economic stimulus is as good as it sounds, this is an absurdly cheap stock.

Especially after the afternoon sell off to $7, where we hit strong support.]]> http://seekingalpha.com/article/143332-apple-research-in-motion-and-google-the-holy-trio-of-the-nasdaq?source=feed#comment-548486 548486
I would assume, in this bull rally, the author is correct.]]> Tue, 16 Jun 2009 09:05:39 -0400
I would assume, in this bull rally, the author is correct.]]> http://seekingalpha.com/article/143023-a-socratic-dialogue-fearing-the-collapse-of-u-s-treasury-bond-prices?source=feed#comment-546190 546190
if you dont like this type of article, go read the 50 other new ones on the topic with a more standard less thought intensive format

this guy is a political economy professor at berkley. it makes sense for him to write this article.

i found it entertaining and thought provoking]]> Sun, 14 Jun 2009 14:06:49 -0400
if you dont like this type of article, go read the 50 other new ones on the topic with a more standard less thought intensive format

this guy is a political economy professor at berkley. it makes sense for him to write this article.

i found it entertaining and thought provoking]]> http://seekingalpha.com/instablog/395378-violent-capitalist/851-violent-trade-the-merger-arb-trade-opportunity-of-the-year?source=feed#comment-529171 529171 Tue, 02 Jun 2009 22:30:17 -0400 http://seekingalpha.com/article/140898-sina-com-chinas-largest-internet-portal-breaks-out?source=feed#comment-529019 529019 Tue, 02 Jun 2009 20:08:20 -0400 http://seekingalpha.com/article/140339-earnings-preview-for-week-of-june-1-5?source=feed#comment-528635 528635 Tue, 02 Jun 2009 15:56:55 -0400 http://seekingalpha.com/article/132124-where-s-the-tech?source=feed#comment-472367 472367 Wed, 22 Apr 2009 09:06:45 -0400 http://seekingalpha.com/article/130282-five-cash-rich-companies-worth-a-look?source=feed#comment-459330 459330
Even if there is a 25% risk of the merger not going through I would think that FMCN should trade at or near $10.]]> Fri, 10 Apr 2009 17:09:50 -0400
Even if there is a 25% risk of the merger not going through I would think that FMCN should trade at or near $10.]]> http://seekingalpha.com/article/129992-cramer-s-lightning-round-daktronics-down-in-the-dumps-4-7-09?source=feed#comment-456754 456754
Especially compared to when it was trading at absurdly high multiples and about to crash.

Cramer is such a joke with these weak calls.]]> Wed, 08 Apr 2009 16:20:00 -0400
Especially compared to when it was trading at absurdly high multiples and about to crash.

Cramer is such a joke with these weak calls.]]> http://seekingalpha.com/article/129449-15-bathwater-babies-and-20-dogs-with-fleas-for-the-week?source=feed#comment-452719 452719
How is any of that reflected in a rating of "E"

Worthless articles.]]> Sun, 05 Apr 2009 19:01:01 -0400
How is any of that reflected in a rating of "E"

Worthless articles.]]> http://seekingalpha.com/article/127551-when-america-ruled-the-world-part-2?source=feed#comment-440508 440508
There were plenty of Americans that agreed with him, they just were unable to overpower the mindless nature of the followers of common sources of information. Most of them probably learned about this candidate, as I did, on the web.

The internet is my only hope for a real political future for this country. The republic has failed.]]> Thu, 26 Mar 2009 00:31:43 -0400
There were plenty of Americans that agreed with him, they just were unable to overpower the mindless nature of the followers of common sources of information. Most of them probably learned about this candidate, as I did, on the web.

The internet is my only hope for a real political future for this country. The republic has failed.]]> http://seekingalpha.com/article/112206-there-s-still-hope-for-focus-media-after-sina-acquisition?source=feed#comment-434089 434089
So the simply play here is long FMCN, write calls. I would short SINA but its rallying harder than FMCN, there is no correlation there right now.

Why is the marker so irrational about this? Theres plenty of info out there that should allow people/funds/hedgies to buy on this misvaluation.]]> Fri, 20 Mar 2009 18:28:23 -0400
So the simply play here is long FMCN, write calls. I would short SINA but its rallying harder than FMCN, there is no correlation there right now.

Why is the marker so irrational about this? Theres plenty of info out there that should allow people/funds/hedgies to buy on this misvaluation.]]> http://seekingalpha.com/article/112264-focus-media-sina-transaction-think-outside-the-box-to-make-profits?source=feed#comment-434085 434085
And you want to short it? Short a stock already at zero?

Stop obsessing over accounting.]]> Fri, 20 Mar 2009 18:23:31 -0400
And you want to short it? Short a stock already at zero?

Stop obsessing over accounting.]]> http://seekingalpha.com/article/111980-sina-can-t-catch-a-break-even-after-focus-media-deal?source=feed#comment-404040 404040
Thats free money for FMCN longs. SINA just needs to not collapse post CC and I'm loading up FMCN, and may go short SINA also.]]> Thu, 26 Feb 2009 04:37:02 -0500
Thats free money for FMCN longs. SINA just needs to not collapse post CC and I'm loading up FMCN, and may go short SINA also.]]> http://seekingalpha.com/article/114006-excel-maritime-carriers-set-up-to-excel?source=feed#comment-404035 404035
ROTFL @ fate]]> Thu, 26 Feb 2009 04:04:58 -0500
ROTFL @ fate]]>