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yamanoor

yamanoor
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  • Costco Credit Decision Exposes Amex's Weaknesses [View article]
    People still use Amex? I learn something everyday.
    Dec 5, 2014. 08:31 PM | Likes Like |Link to Comment
  • Are Twitter Insider Sales A Red Flag? [View article]
    Commonsense is your friend in uncertain times. If the business doesn't make sense, its numbers or its prospects don't make sense and its executives can't explain their own company...

    Twitter's value might lie in being one of the first Tech companies to go Whooooosh down the toilet, letting us know the bubble is bursting..
    Nov 28, 2014. 02:33 PM | 1 Like Like |Link to Comment
  • India's Economic Wounds Are Self-Inflicted [View article]
    I am an Indian. I wholeheartedly agree with the thrust of your article. No one, but India is to blame for our financial problems. To suggest anything else is vile.
    Aug 31, 2013. 12:30 PM | 4 Likes Like |Link to Comment
  • Gloomy Prospects For Medical Device Companies [View article]
    Working in the devices industry I can tell you a few things that may sound harsh, but are tied more to ground reality that is missed by people who don't work within the industry:

    The industry is very incestuous. As in, for every level, employees are mostly recycled from within a small cabal, and it is very hard to break in. This is especially true at the executive level. While there may be a few good ones, the especially bad ones shuttle from one company to another, bringing with them a lack of respect for safety, regulations and simply the rule of law. Exhibit A: Recalls.

    The industry is quite young. It should have been obvious that the new sales tax, the GPOs and tightening regulations would have arisen. Based on the same thesis as stated before, the industry simply failed to foresee any of these actions and prepare for them.

    One of the worst problems the industry faces is, spurious associations, one in particular, that I simply wont name that apparently represents the industry and lobbies for it in Washington. Suffice it to say, it is nothing short of an ugly love child that marries gang behavior (you better belong with us) to oil industry executives, whose utter disregard for regulations, taxes, recalls and customer privileges, make it quite an ineffective organization in actually winning meaningful concessions for the industry.

    These above are the core of the problems, not a simple 2.3% tax, or that the FDA is finally doing 10% of what it should do in terms of a well refined, cogent regulatory policy and execution.
    Jun 16, 2013. 12:08 PM | 2 Likes Like |Link to Comment
  • Buy Starbucks: Highs Are Ahead [View article]
    Thanks. I saw such a comparison before (the kind you mention), and still decided to stick with investing in Starbucks, and I was wondering what the strength of my decision was. In the end, I have been a heavy user of Starbucks since I first found them, so I thought I would at least have a better chance of understanding their business.
    May 8, 2013. 06:12 PM | 1 Like Like |Link to Comment
  • Buy Starbucks: Highs Are Ahead [View article]
    Ha ha ha, really, you think the boycott is going to work? That is just downright funny.

    To the author, how does Starbucks compare to McDonalds? Just looking for a comparison if possible.
    May 7, 2013. 10:35 AM | 4 Likes Like |Link to Comment
  • Investing In Equities Now - Learn From May 1946 [View article]
    In 1946, fewer people would have used an excellent investment article as a platform to relaunch their own political agenda for the umpteenth time!
    Apr 18, 2013. 08:31 PM | 1 Like Like |Link to Comment
  • India Is Not Looking Promising [View article]
    That makes no sense. Obviously geographic politics of that region are foreign to you. Pakistan and China are a unified threat to India, thanks, in no small part to the US and its foolish dogmatic pursuits (good examples would be Carter, Madeline Albright, etc.). China's infrastructure is like a joke in irony. Have you heard of the pollution? Or the roads to nowhere? Or the trains that fall off rails and wagons that are buried with people still dying in them? India has its own problems, but blindly claiming China is ahead doesn't make much sense. Despite all of her problems, India allows its citizens to have some kind of democracy, which has only steadily and ever so slowly improved over time. I value that higher than some mutual fund index I could give less sh*t...
    Apr 8, 2013. 01:35 AM | Likes Like |Link to Comment
  • 6 Reasons The Market Is Going Much Higher [View article]
    I would say you are the one that needs to lay off the compressed air cans or plastics or whatever you have been smelling. The author has a thesis and he is pretty open about his background in making his case. You are just taking up space on the ethernet sempronius.
    Apr 3, 2013. 12:52 AM | 6 Likes Like |Link to Comment
  • The 'Real' S&P 500 Index High [View article]
    I have seen the "inflation-adjusted" S&P brouhaha as a tool used by some in the GOP to make the news look not so good. I am unclear, exactly why would investors would need to know this.
    Mar 31, 2013. 12:12 PM | 1 Like Like |Link to Comment
  • Medtronic: The Next Acquisition [View article]
    Very interesting speculation.
    Mar 28, 2013. 02:14 AM | 2 Likes Like |Link to Comment
  • India: Set For Slowest Growth In A Decade [View article]
    What a bunch of crock. A vibrant democracy that is slowly letting go of its socialist roots, and is growing into a consumerist society is going through a correction. Enough with this crap about not having an economic model. Before WWII, the US economy was not remarkable either.
    Mar 22, 2013. 09:31 PM | Likes Like |Link to Comment
  • Challenging Future For The Medical Devices Industry [View article]
    The 2.3% medical device tax brouhaha is nothing but a way for large, poorly performing companies and their shills to place blame somewhere else besides their own professional and accomplished incompetence. Take it from someone in the industry.
    Mar 21, 2013. 08:53 PM | 1 Like Like |Link to Comment
  • Tata Motors: A Good Long-Term Buy [View article]
    It might be very hard for Tata to succeed in the US, but you are right, it will be very interesting.
    Mar 12, 2013. 07:28 PM | Likes Like |Link to Comment
  • Tata Motors: A Good Long-Term Buy [View article]
    I have held on to it, and ask expected close to doubling, the stock price has stagnated a bit. Moreover, if you are long, they will emerge successfully from the slowdown in India and globally, in a year or two.
    Mar 12, 2013. 07:28 PM | Likes Like |Link to Comment
COMMENTS STATS
34 Comments
33 Likes