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MohanTX

MohanTX
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  • The Coca-Cola Company: A Bond Market View [View article]
    A very scholarly work. Hard to believe so much data is being created to evaluate credit risk. Congratulations. I believe a number of USA corps may have lower risk than FED that prints this money.
    Mar 29 05:09 PM | Likes Like |Link to Comment
  • Cisco jumps onto bandwagon in the cloud [View news story]
    Another company jumping into cloud based services. So, many companies in this space, will make profit margins lesser...Much lesser.

    Incremental profits may not be that significant....IMO.

    IBM will sell its Cloud business to Lenovo...within next six months..HA HA.

    IBM may not be able to generate incremental sales and profits...
    Mar 24 07:03 AM | Likes Like |Link to Comment
  • CIRP: iPad upgrade cycles longer than iPhone cycles [View news story]
    I think the obvious upgrades and improvements have been implemented.
    Verizon told me that I should pay them like $140 per month and I will get the new phone, as soon as it comes out....

    This would not be accepted by baby boomers. But, younger people may accept this.
    Apple is a mature company..Unless they have a new and expensive gadget, I do not see stock double..
    Mar 22 08:31 PM | 1 Like Like |Link to Comment
  • Is GE Getting Pricey? [View article]
    Agree...

    GE is a stable business. They are reducing exposure to financial services.

    In my opinion, GE will not outperform SPY... in my opinion.

    I can not expect the earnings to increase much more than SPY...

    Buying SPY is safer due to inherent diversification and exposure mid cap companies that will be included every year and low performers are dropped....
    Mar 19 06:29 AM | 3 Likes Like |Link to Comment
  • Is Kinder Morgan A Good Dividend Pick? [View article]
    Which of the three is best for after tax accounts. Are they suitable for IRA accounts... Please advise...
    Mar 19 03:48 AM | 1 Like Like |Link to Comment
  • Markets Digesting Change In Conversation's Tone [View article]
    The money has been and will continue to be printed. That is how the world works. In 1970, a buick cost $ 3250 and now it is ten times that. Gas was 31.99 cents per gallon when I left my campus in 1972. It is 10 times that. Housing has also inflated.

    What all the banks and governments do, is give an illusion of stability... Very difficult to invest your capital that grows above the inflation... Real Estate has been a good inflation hedge, as a lot of people borrowed money at low interest rates.

    From that perspective, what is going on in Europe, Russia and China makes sense. Japan was the king of capital and success till early eighties. Russia can not be a big successful economy. They are a resource based economy and most of their goods and services do not compete well. Russia is doomed to have a lower profile because of economics. They will not have competitive Air-force or Navy. A whole lot of tanks can be destroyed by bombing through air. But they can play bully for a long time in their neighborhood.

    Euro will go away, as a lot of countries in Euro zone will not be fiscally responsible. The only way to handle it is let them have their own currency and let them devalue it, if they do not act responsibly.

    A country with fiscal discipline like Germany will gain strength and power. And, that is why they were so strong in 20th century. And, they are flexing their fiscal muscle again. They can tell Russia to back off more effectively than US. They can stop buying their gas as well as other goods. And, unemployment in Russia will double. And, let us understand that Ukraine has not behaved well...

    US is doing a so so job. If they can just stop wasting money and people on countries like Iraq and Afghanistan. Can you imagine if we were less civilized and told Iraq that we will manage their oil resources and give them a percentage of production to manage themselves. But, this was not and will not be considered seriously.

    So, we let inflation slowly destroy the standard of living in all these countries, including USA.
    Mar 17 04:49 AM | Likes Like |Link to Comment
  • Kinder Morgan: Some Good News And Some Bad News [View article]
    I agree with your concerns and conclusions.

    The Eagle Ford production is very light. Gas oil can be a feed stock for Ethylene Plants in Houston area. I was involved in starting up a large ethylene plant in Baytown, TX. There are so many ethylene plants in Houston area and many more will be built to use the gas production from Shale world. All the fertilizer plants that were shut down and mothballed in late 70's can be used again. But new ones will be built, as current plants are a lot more efficient.

    All the gas pipelines may be bringing gas back to Texas and reverse the flow of gas since 1950's. What I am saying is that shale oil and gas production is disruptive to petrochemical economics. And, these MLP's can invest money in these projects and make money. Big Oil will partner to defend their areas of business.

    So, I think the companies like Kinder, Williams and Enterprise will survive and prosper. Which companies would you recommend for tax deferred accounts. It is very difficult to find growing companies that pay some dividends....
    Mar 17 04:02 AM | 10 Likes Like |Link to Comment
  • Apple's Future: iPhone Replacements? [View article]
    Without a new and must have product or service, AAPL share price is not going anywhere....

    Samsung phones are pretty good, but, user experience is better and easier on iphone. APPS are better integrated in iphone...
    Mar 16 03:09 PM | 1 Like Like |Link to Comment
  • Hulbert: Corporate insiders are dumping stocks at 25-year highs [View news story]
    Tax increases on rich...i.e. earning 1 million dollars a year in capital gain taxes, is not that much.

    They are a whining group...In fifties they were paying over 50 and 60 percent of their income. They spent money for Reagan's election campaign and within 3 years they got a return of 1000% percent for that money spent.

    These guys will be pushing for taxes paid on estates after death. These guys are itching to eliminate this tax, called as Death Tax....
    Mar 16 06:47 AM | 2 Likes Like |Link to Comment
  • Flappy Bird, Apple And Google, And The Rise Of Mobile Games [View article]
    You make a convincing case for apps. They are creative and addictive. I was having dinner at a Cajun seafood eatery. A Hispanic family of about 10 was eating dinner and of course talking. They had a 3 year old engrossed in his mothers smart phone, playing games. He was in a different world.

    My purpose of this little story is that MOBILE games are here to stay. And, AAPL, GOOG and MSFT will have extra exploding revenues. Just hold on to your seats. It is so difficult to buy retailers or energy plays...No revenue growth and per share earning increase is due share buybacks
    Mar 16 05:59 AM | Likes Like |Link to Comment
  • What We've Sold So Far In 2014 [View article]
    Did you do better than SPY since 2005 ...?

    Please advise. I am a stock market junkie also. Please understand. I am not being critical. But, if our GDP does not grow, we have some winners and some losers.

    If you look at 10 year chart and a 20 year chart, one realizes that financial stocks will never go back to 2006/2007 levels. Tech would never go back to 1979/1980 levels.

    Of course hind site is always so clear....
    Mar 15 12:03 PM | Likes Like |Link to Comment
  • T. Boone Pickens Is Betting On These 3 Stocks [View article]
    Please do not forget that he gambled for the price of natural gas to go up and then, it went down, never to have parity with oil price.

    I think, his company declared bankruptcy. He thinks that world is going to run out of oil as we consume 91 million barrels per day. But, we have not....

    Price of oil is going lower due to shale gas and oil drilling. And, world has plenty of shale formations, including India, China and Europe.

    I worked for a large oil and gas company. And, they had predictions of oil prices by best economists and as I look back, they were never right. They never saw the oil glut in 1980's.

    Boone Pickens should not be trusted to provide insight on future of oil price as well as production figures. Large oil cap companies like XOM and CHVERON will not double in next 7 years. Dividend is safe.
    Mar 15 11:50 AM | Likes Like |Link to Comment
  • General Electric And Emerson Electric: Which Is A Buy? [View article]
    GE like wall street was punch drunk on financial service arm called GE capital and was making 50% of the profit. Large bonuses etc. etc.
    GE got in to financial business to support industrial sales. Then they lost sight of what is going on.

    Ge has virtual monopoly in aircraft overhauling business. Money maker and steady...Also, do not know much about Medical Division...

    So, I think Emerson Electric is nimbler or more nimble and has had the discipline over the years. But stock looks pricey.

    GE is too big. Buy SPY instead... Less risk ...
    Mar 15 05:55 AM | Likes Like |Link to Comment
  • Why Facebook's Shares Are Running Up [View article]
    Facebook usage is increasing. I am 64 years old and had avoided giving specific information and photographs for possible misuse. I am the kind of person who has started using cash for past three months. Giving your credit and debit card to shops/vendors is not very prudent. Lesser the transactions, the better.

    But, I am going to Facebook regularly to touch my long lost friends. In India, my relatives put their wedding pictures and other family events openly. My concerns are not their concerns. Of course, they choose their friends list carefully.

    I guess, the use of Facebook is increasing in all the age groups. And, that will result in better revenues for Facebook Corp.
    Mar 14 07:49 PM | 3 Likes Like |Link to Comment
  • Follow Cooperman Into AIG [View article]
    A European investment bank is recommending a hold on AIG. Please be careful. AIG is and will continue to be over regulated due to arcane and poor regulations that will make it difficult to make good returns on their capital.

    Think of Dodge and... Bill for banks. Forced to keep a lot of cash on their books..as they are deemed too large to fail.

    Actually, AIG forced Federal Reserve and Congress hands for the bail out by tax payers.
    Mar 12 07:25 AM | Likes Like |Link to Comment
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