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  • BOJ keeps monetary stimulus unchanged [View news story]
    That Japan hedged ETF is now over the last time high in 2007 so I think I would be getting out of it if I were in it. The USA has the worst quarter in Q1 and I believe that Japan has the best quarter in Q1. I may be wrong on that so look it up. If you think that US stocks can fall 10% and the rest of the world go higher, I'd like to see your proof on that from history. My experience is that foreign stocks fall faster and further than US stocks.
    May 22, 2015. 12:21 PM | Likes Like |Link to Comment
  • Chinese Stocks Are Cheap, Hong Kong Stocks Are Even Cheaper [View article]
    You do not really own Chinese companies. So they aren't a long-term investment. If I am wrong, then tell me the last time a large shareholder like Buffett or Icahn convinced them to do anything.
    May 22, 2015. 12:12 PM | Likes Like |Link to Comment
  • Letterman finale draws 13.76M, best since '94 [View news story]
    Letterman was loved by many. He had mellowed into a very good talk show host and the time slot should have just moved up earlier so that his audience could stay awake and watch him. If he could get an earlier show and have all those famous people on, it would do well. He will greatly be missed. It will be interesting what kind of show Colbert will have but I don't think it will be the same at all, and probably will be a younger audience. I didn't care for Corbin at all but don't stay up that late anyway.
    May 22, 2015. 10:21 AM | Likes Like |Link to Comment
  • Airline fares fell 1.3% in April [View news story]
    This is the time to buy the airlines. AAL is the cheapest airline, the largest in the world, and the most profitable with the highest ROE. Oil is not going back to where it was. The oil stocks are still down so much. You could just buy the airlines and the oil stocks, and one could hedge the other.
    May 22, 2015. 10:09 AM | 3 Likes Like |Link to Comment
  • American Airlines: An Analysis After The Sell-Off [View article]
    AAL stayed below the 200 day moving average in October for one month. If you want to own the stock, now is the time to be buying it. Cheapest airline and with the highest ROE. World's largest and most profitable airline will be reporting earnings in two months on this current low oil price.
    Very good article!!
    May 21, 2015. 10:25 AM | 4 Likes Like |Link to Comment
  • Goldman updates list of hedge funds most-shorted stocks [View news story]
    A list based on days to cover would be helpful too.
    I'm wondering how Goldman separates hedge fund shorts and other people's shorts. The last time I looked into it, Stanley Drunkenmiller no longer has a hedge fund because of poor returns but just manages family money so when he shorts something is he quoted as a hedge fund or not? Hedge funds have had poor performance in general, so you may want to take a look at the long opportunities in these stocks. Just a quick glance at these companies appears to me that these are some very good companies to own.
    May 21, 2015. 10:15 AM | 5 Likes Like |Link to Comment
  • Woe Betide The Value Investor [View article]
    Valuation doesn't seem to matter to those that promote stocks in the media. This suckers in investors to chase performance and sets them up for losses at a greater risk than any possible future gain. Even someone like Jim Cramer with his experience likes stocks that are way higher than any reasonable valuation would explain. When a stock tanks and falls below the 200 day moving average, rarely does anyone in the media scream about the bargain and say buy. Buying low and selling high isn't advocated in the media. What is advocated is following hedge funds who are selling you their trades they bought the previous quarter while they get out. It has been a confusing time for individual investors who research fundamentals. And reacting to penny beats and misses at earnings only exacerbates the mispricing. Put on top of that ETF trading, futures and S&P e-mini, and a stock can have almost any P/E from none to hundreds.
    May 21, 2015. 10:03 AM | 1 Like Like |Link to Comment
  • Airline stocks rattled by oil supply data [View news story]
    I think people should buy stocks on the big dips. Look at AAL. Best airline in ROE and the cheapest.
    The forward P/E is 5. Hedgefunds have been selling the stock. Now is the time to be buying it. It was below the 200 dma for one month last October. I seriously doubt it will be below it for a month this time. They report in 2 months and with these low oil prices they are going to have a lot more earnings.
    May 20, 2015. 06:15 PM | 5 Likes Like |Link to Comment
  • Airline stocks rattled by oil supply data [View news story]
    I think the decline is because of the gulf airlines using their government subsidies to grow their business here.
    "Regarding competition with Persian Gulf carriers, Parker said federal regulators rejected an initial request to freeze U.S. expansion by Emirates Airline, Qatar Airways Ltd. and Etihad Airways PSJC.
    American, Delta and United say the gulf carriers are using billions in government subsidies to gain a competitive edge. They want the U.S. to open talks with the United Arab Emirates and Qatar over the gulf trio’s practices, and were turned down when they asked that new service be halted pending a U.S. review of their complaint, Parker said.
    “It’s impossible to ignore,” he said. “I firmly believe this administration will act because I think they have to. We are doing what I think we should do in order to help compel them to act.”
    The gulf carriers have denied any wrongdoing as the U.S. review continues."
    With the fears of ISIS, I just can't see people flying on those airlines.
    May 20, 2015. 05:09 PM | 1 Like Like |Link to Comment
  • Einhorn buys into GM/M/IM, exits AET/DOX, ups CBI/AER, cuts MRVL/LRCX [View news story]
    I own Macy's and GM and see no reason to sell the stocks. I think they are both undervalued. At some point, buying cheap stocks should beat the market, but it hasn't happened yet. At least I sleep well at night.
    May 17, 2015. 08:47 AM | 2 Likes Like |Link to Comment
  • CBS Shows Stability With Wide Array Of Established Series Renewals [View article]
    See the CBS fall lineup here:
    Go all the way to the bottom to read about the new shows which I'm sure will be hits.
    May 13, 2015. 11:00 AM | Likes Like |Link to Comment
  • Weak sales trend seen in department store sector [View news story]
    I hate Walmart. I had one plant in my hand and after I saw the line, I left without it. An employee was walking around in the garden center doing nothing and I wondered why he didn't open up a checkout lane.
    May 13, 2015. 10:43 AM | Likes Like |Link to Comment
  • Coca-Cola: Propped Up By Interest Rates, But For How Long? [View article]
    Perhaps it is up today because people are spending more money in restaurants and bars. I do know if a restaurant has diet coke, then I am more likely to order it. Bars use soda beverages as well as juice.
    May 13, 2015. 10:30 AM | 2 Likes Like |Link to Comment
  • General Motors: One Of My 'Top Value Picks' For The Rest Of 2015 [View article]
    I happened to see Goldman Sachs on tv and the guy said buy value stocks like auto makers, airlines, and large hardware tech companies (think IBM). I noticed Cramer had IBM on last night but I missed most of it.
    May 13, 2015. 10:25 AM | Likes Like |Link to Comment
  • Coca-Cola: Propped Up By Interest Rates, But For How Long? [View article]
    So why is KO up 1.4%? My best performer today. Dividend yield of 3.24% will keep many people in the stock. And of course their favorite drink product.
    May 13, 2015. 10:21 AM | 2 Likes Like |Link to Comment