javko's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/434763/comments http://seekingalpha.com/article/656351/comments?source=feed#comment-6633741 6633741 When was the last time AKS made money? Oh, yes, a year ago!
First write how you think the economy will improve and then extrapolate.
Just stating what anyone can see in any free site is not worthy of publishing.]]> Thu, 21 Jun 2012 01:18:03 -0400 When was the last time AKS made money? Oh, yes, a year ago!
First write how you think the economy will improve and then extrapolate.
Just stating what anyone can see in any free site is not worthy of publishing.]]> http://seekingalpha.com/article/673341/comments?source=feed#comment-6627951 6627951 If serving AAPL is so good, why are so many suppliers reporting horrible numbers?
If Elpida happens, PPS will only have a temporary surge.]]> Wed, 20 Jun 2012 20:14:31 -0400 If serving AAPL is so good, why are so many suppliers reporting horrible numbers?
If Elpida happens, PPS will only have a temporary surge.]]> http://seekingalpha.com/article/656141/comments?source=feed#comment-6377481 6377481 Thank you for taking the time to share.
Cheers]]> Wed, 13 Jun 2012 10:36:10 -0400 Thank you for taking the time to share.
Cheers]]> http://seekingalpha.com/article/646031/comments?source=feed#comment-6239761 6239761 China easing should be looked at both ways: interest rates cuts are positive but also the point that it is much worse than everyone thought.
There are times people won't even invest at negative rates if their expected return is below that - case in point now is coal companies.
You may also wish to look at GTAT with healthy metrics. But the sector disaster has taken its toll on the company. Who is going to invest in capital goods if there is excess capacity and lower demand?
Anyhow, we all thought the world was going down the drain in 2008-2009. Let's hope we are proven wrong yet again.
Cheers]]> Fri, 08 Jun 2012 13:12:31 -0400 China easing should be looked at both ways: interest rates cuts are positive but also the point that it is much worse than everyone thought.
There are times people won't even invest at negative rates if their expected return is below that - case in point now is coal companies.
You may also wish to look at GTAT with healthy metrics. But the sector disaster has taken its toll on the company. Who is going to invest in capital goods if there is excess capacity and lower demand?
Anyhow, we all thought the world was going down the drain in 2008-2009. Let's hope we are proven wrong yet again.
Cheers]]> http://seekingalpha.com/article/645461/comments?source=feed#comment-6223821 6223821 It may be a good gadget but it is just not cool!
Galaxy is outstanding but in the developed countries it does not carry the same Snub Appeal as iPhone.

NOK has no margin, it is just a cash-burn. The cost of production is relatively high as they offer dozens of models, some of which actually compet with one another!
One may be tempted to buy shares as some did at 20, 15, 10, 5...!
I was one of them and never thought a once dominant Co can be managed so badly, alas they defy all logic time and again.
MSFT partnership seems like a plus on the surface but then again MSFT is the worst of all evils when it comes to win-win situations.
If you are to buy NOK, make sure you have puts. It may go up if they suddenly turn everything upside down despite > 5 years of mismanagement, but then again it never hurt anyone to buy some insurance.]]> Fri, 08 Jun 2012 01:24:02 -0400 It may be a good gadget but it is just not cool!
Galaxy is outstanding but in the developed countries it does not carry the same Snub Appeal as iPhone.

NOK has no margin, it is just a cash-burn. The cost of production is relatively high as they offer dozens of models, some of which actually compet with one another!
One may be tempted to buy shares as some did at 20, 15, 10, 5...!
I was one of them and never thought a once dominant Co can be managed so badly, alas they defy all logic time and again.
MSFT partnership seems like a plus on the surface but then again MSFT is the worst of all evils when it comes to win-win situations.
If you are to buy NOK, make sure you have puts. It may go up if they suddenly turn everything upside down despite > 5 years of mismanagement, but then again it never hurt anyone to buy some insurance.]]> http://seekingalpha.com/article/631001/comments?source=feed#comment-6010641 6010641 Keep on dreaming]]> Fri, 01 Jun 2012 11:23:03 -0400 Keep on dreaming]]> http://seekingalpha.com/article/629901/comments?source=feed#comment-5991051 5991051 Not everything is cheaper at WMT and the service you get at any of their stores anywhere in the world is the worst. You see one price on the shelves and make sure you check the price you are charged at the till.
But then again, despite one's experience, one must follow the big money!
Mind you, the moment the stock market starts going up, you would be well advised to buy puts.]]> Thu, 31 May 2012 19:22:03 -0400 Not everything is cheaper at WMT and the service you get at any of their stores anywhere in the world is the worst. You see one price on the shelves and make sure you check the price you are charged at the till.
But then again, despite one's experience, one must follow the big money!
Mind you, the moment the stock market starts going up, you would be well advised to buy puts.]]> http://seekingalpha.com/article/615091/comments?source=feed#comment-5770151 5770151 What is the point of this article? It is like saying last night it rained. What we care about is what happens tomorrow.
Just an advice]]> Thu, 24 May 2012 11:34:31 -0400 What is the point of this article? It is like saying last night it rained. What we care about is what happens tomorrow.
Just an advice]]> http://seekingalpha.com/article/602631/comments?source=feed#comment-5672651 5672651 In my experience, you gain a lot by playing contrarian to that clown.]]> Mon, 21 May 2012 20:41:13 -0400 In my experience, you gain a lot by playing contrarian to that clown.]]> http://seekingalpha.com/article/600511/comments?source=feed#comment-5634981 5634981 Points well taken.
So, How would you invest to benefit from natgas price surge?
Cheers]]> Sun, 20 May 2012 19:36:20 -0400 Points well taken.
So, How would you invest to benefit from natgas price surge?
Cheers]]> http://seekingalpha.com/article/601301/comments?source=feed#comment-5628361 5628361 Sun, 20 May 2012 13:11:39 -0400 http://seekingalpha.com/article/601301/comments?source=feed#comment-5628321 5628321 No natgas Co's stock price has reacted to the natgas price surge!
Why?
May be the reason is the economy. Natgas prices may be going up only temporarily due to having hit such a low price and speculators seeing short term gains, but what about demand? IS it deminishing?
Is that why stock prices not reacting because market sees lower revenues?
Just because prices have fallen is not an argument to buying stocks. Look at coal stocks, look at HPQ or BBY?
If we cannot where we have been or where we are, there is no way we can explain where we are headed.
Thank you for sharing]]> Sun, 20 May 2012 13:10:38 -0400 No natgas Co's stock price has reacted to the natgas price surge!
Why?
May be the reason is the economy. Natgas prices may be going up only temporarily due to having hit such a low price and speculators seeing short term gains, but what about demand? IS it deminishing?
Is that why stock prices not reacting because market sees lower revenues?
Just because prices have fallen is not an argument to buying stocks. Look at coal stocks, look at HPQ or BBY?
If we cannot where we have been or where we are, there is no way we can explain where we are headed.
Thank you for sharing]]> http://seekingalpha.com/article/600511/comments?source=feed#comment-5626531 5626531 Naturally, the market is always forward looking and when natgas prices fell below $2, the market saw increasing demand.
Now, the question is why major companies like RRC, SWN, UPL and DVN... are not showing any reaction! FCG is down > 6% since "the bottom", but I do understand that it is not a pure natgas play.

35% rise in natgas prices over the last 30 days and DVN is negative 5%! The others show a modest 5% rise. IS it the CHK effect? I don't think so. Is it the economy? It looks like it.
Is it just a temporary pump by speculators? It sure looks like it. otherwise we would have seen natgas stocks (shares of Cos owning, selling natgas) do better.
What is your take as I would rather hold RRC, SWN or UPL than that ever diminishing UNG!]]> Sun, 20 May 2012 12:13:47 -0400 Naturally, the market is always forward looking and when natgas prices fell below $2, the market saw increasing demand.
Now, the question is why major companies like RRC, SWN, UPL and DVN... are not showing any reaction! FCG is down > 6% since "the bottom", but I do understand that it is not a pure natgas play.

35% rise in natgas prices over the last 30 days and DVN is negative 5%! The others show a modest 5% rise. IS it the CHK effect? I don't think so. Is it the economy? It looks like it.
Is it just a temporary pump by speculators? It sure looks like it. otherwise we would have seen natgas stocks (shares of Cos owning, selling natgas) do better.
What is your take as I would rather hold RRC, SWN or UPL than that ever diminishing UNG!]]> http://seekingalpha.com/article/599521/comments?source=feed#comment-5572301 5572301 If you have any basic knowledge of Int'l Trade, you will know that tariffs never create anything, only a handful at the expense of the majority tend to win.]]> Fri, 18 May 2012 09:57:31 -0400 If you have any basic knowledge of Int'l Trade, you will know that tariffs never create anything, only a handful at the expense of the majority tend to win.]]> http://seekingalpha.com/article/573451/comments?source=feed#comment-5365021 5365021 YZC)
CAP = $9.12B
Ev = $10.4B
And FCF positive; FCF/EV =0.28

As a matter of reference/comparison to BTU
CAP = $7.7B
EV = $13.4B
FCF / EV = 0.01

The only coal company I know that is still trading above the May 2007 level. It is nearing 52-W low, though.
http://seekingalpha.co...

I was just wondering why Mark hadn't included it in his analysis as this is quite a heavy weight with superior metrics, on the surface at least.]]> Sat, 12 May 2012 00:28:29 -0400 YZC)
CAP = $9.12B
Ev = $10.4B
And FCF positive; FCF/EV =0.28

As a matter of reference/comparison to BTU
CAP = $7.7B
EV = $13.4B
FCF / EV = 0.01

The only coal company I know that is still trading above the May 2007 level. It is nearing 52-W low, though.
http://seekingalpha.co...

I was just wondering why Mark hadn't included it in his analysis as this is quite a heavy weight with superior metrics, on the surface at least.]]> http://seekingalpha.com/article/573451/comments?source=feed#comment-5344221 5344221 What is your take on YZC?
Cheers]]> Fri, 11 May 2012 12:35:47 -0400 What is your take on YZC?
Cheers]]> http://seekingalpha.com/article/573451/comments?source=feed#comment-5286731 5286731 Some people tend to make everything personal - I am sure we all learnt something new here -Just be objective and appreciate the work.
There are naturally lots of other macro factors to take into account: what happens when natgas prices start falling again? Afterall, the recent rise is mostly due to the big natgas players cutting back on production or basically a kneejerk reaction! What if the economy slides back into recession? That is not hard to imagine with Europe as is! Then the question becomes about the survival of the fittest. Will they start buying up smaller players to consolidate?
Just some late night thoughts.
Thank you for your work, Mark.]]> Thu, 10 May 2012 00:24:49 -0400 Some people tend to make everything personal - I am sure we all learnt something new here -Just be objective and appreciate the work.
There are naturally lots of other macro factors to take into account: what happens when natgas prices start falling again? Afterall, the recent rise is mostly due to the big natgas players cutting back on production or basically a kneejerk reaction! What if the economy slides back into recession? That is not hard to imagine with Europe as is! Then the question becomes about the survival of the fittest. Will they start buying up smaller players to consolidate?
Just some late night thoughts.
Thank you for your work, Mark.]]> http://seekingalpha.com/article/554911/comments?source=feed#comment-5060601 5060601 Do you know when the final judgement is due?
What is your up/downside on the stock?
Cheers]]> Thu, 03 May 2012 11:42:42 -0400 Do you know when the final judgement is due?
What is your up/downside on the stock?
Cheers]]> http://seekingalpha.com/article/500781/comments?source=feed#comment-4509441 4509441 Thank you]]> Tue, 17 Apr 2012 13:37:08 -0400 Thank you]]> http://seekingalpha.com/article/490571/comments?source=feed#comment-4328561 4328561 Of course, it is all for political benefit and if anyone really believes one politician, regardles of color, is better than the next, then they belong to a lunatic asylum or Neverland!
Look at the type of leaders we have been getting all over the world!
We are at at fault: We get a Chavez because time and again those "democratically" elected left a rich country penniless. You get an Alan Garcia in Peru who had to flee the country after his first term but then as begged to come back and do the same all over. You get the Krischner clan in Argentina who are worst than the generals.
Now people want someone like Romney! The guy changes his mind on a daily basis. At least Santorum stood for something - what does Romney stand for?
Look at what matters nowadays. Look at the most popular TV shows.
Everything is measured in money - no decency, no respect.
And if anyone still believes we can sit and do proper DD on A Co, they must be nuts. And yes, I am one of those hoping against hope.
We are at the mercy of central bankers and JPMs and GSs...
And our beloved SEC (Seriously Encouraging Corruption) always a no-show!!!!!!!!!!!!!!!...
And if you really want to know when precious metals will resume their upward movement, you'd better have a bug in Jamie's office.]]> Wed, 11 Apr 2012 13:29:33 -0400 Of course, it is all for political benefit and if anyone really believes one politician, regardles of color, is better than the next, then they belong to a lunatic asylum or Neverland!
Look at the type of leaders we have been getting all over the world!
We are at at fault: We get a Chavez because time and again those "democratically" elected left a rich country penniless. You get an Alan Garcia in Peru who had to flee the country after his first term but then as begged to come back and do the same all over. You get the Krischner clan in Argentina who are worst than the generals.
Now people want someone like Romney! The guy changes his mind on a daily basis. At least Santorum stood for something - what does Romney stand for?
Look at what matters nowadays. Look at the most popular TV shows.
Everything is measured in money - no decency, no respect.
And if anyone still believes we can sit and do proper DD on A Co, they must be nuts. And yes, I am one of those hoping against hope.
We are at the mercy of central bankers and JPMs and GSs...
And our beloved SEC (Seriously Encouraging Corruption) always a no-show!!!!!!!!!!!!!!!...
And if you really want to know when precious metals will resume their upward movement, you'd better have a bug in Jamie's office.]]> http://seekingalpha.com/article/490571/comments?source=feed#comment-4327921 4327921 NEM has uncertainty over Congo mine.
FCX has some negative pending issues with Indonesia.
AUY seems to be doing much better than the rest, so far.
South African gold miners face increasing cost pressures and interruptions - look at KGC and AU.
Those with mines in Argentina face the ususal populist bashing.
I advice you to look into GG and AUQ, if you believe gold still has upside. Smaller ones like MDW and PZG could have more upside if gold goes up.
It is hard to pick as one wonders what these CEOs do exactly! How can they not make decent money with gold prices are at these levels? Or suddenly a star miner like AEM loses a mine and the dive seems to be unreversable. Or EGO goes and buys a mine in Greece! ]]> Wed, 11 Apr 2012 13:15:33 -0400 NEM has uncertainty over Congo mine.
FCX has some negative pending issues with Indonesia.
AUY seems to be doing much better than the rest, so far.
South African gold miners face increasing cost pressures and interruptions - look at KGC and AU.
Those with mines in Argentina face the ususal populist bashing.
I advice you to look into GG and AUQ, if you believe gold still has upside. Smaller ones like MDW and PZG could have more upside if gold goes up.
It is hard to pick as one wonders what these CEOs do exactly! How can they not make decent money with gold prices are at these levels? Or suddenly a star miner like AEM loses a mine and the dive seems to be unreversable. Or EGO goes and buys a mine in Greece! ]]> http://seekingalpha.com/article/491281/comments?source=feed#comment-4323151 4323151 Are you aware of any concrete ones or if these are just rumors?
Please comment
Cheers]]> Wed, 11 Apr 2012 11:29:06 -0400 Are you aware of any concrete ones or if these are just rumors?
Please comment
Cheers]]> http://seekingalpha.com/article/483391/comments?source=feed#comment-4238861 4238861 What about FCX?
Actually, almost all material stocks are down but that is for good reason as China slowdown is curtailing immediate future growth.
Spain is headed for problems and the way it is being dealt with is to raise taxes, cut deficits and all that nonsense at the time of economic slowdown!!!!!! This will curtail growth and may further lead to uncertainty, the investment killer.
Thses nonsense policies can only work if there are trading partners that are reflating, growing at least for now, to help a country such as Spain to compensate for its doemstic demand thru piggybacking on partners and then hopefully that will trigger..... There aren't that many left and European central bankers are definitely to blame as they increased rates at the first sign of a recovery - they basically killed it.
So other than China, let's hope for a lower rate and more easing in Europe. FED will keep rates down. China will gradually bow to the pressure in spite of being afraid of casuing bubbles. Some "emerging" (I believe they are far more emerged than most European "developed" nations) have been / are reducing rates.
When that happens, all material stocks will rise. So as our capital is finite, we must decide which stock or ETF will provide the best risk/return.
I have made money time and again with UYM, VALE, FCX, BTU - but VALE has problems in Brazil, FCX in Indonesia and Coal stocks are for the truly brave so the upside may be limited or short lived even if what ever we have hoped for comes true.
Anyhow, it seems that near-term movement will be down as per Jobs report. SO regardless of your preference, i would wait a little to see how these stocks react to the recent news.]]> Sun, 08 Apr 2012 14:34:50 -0400 What about FCX?
Actually, almost all material stocks are down but that is for good reason as China slowdown is curtailing immediate future growth.
Spain is headed for problems and the way it is being dealt with is to raise taxes, cut deficits and all that nonsense at the time of economic slowdown!!!!!! This will curtail growth and may further lead to uncertainty, the investment killer.
Thses nonsense policies can only work if there are trading partners that are reflating, growing at least for now, to help a country such as Spain to compensate for its doemstic demand thru piggybacking on partners and then hopefully that will trigger..... There aren't that many left and European central bankers are definitely to blame as they increased rates at the first sign of a recovery - they basically killed it.
So other than China, let's hope for a lower rate and more easing in Europe. FED will keep rates down. China will gradually bow to the pressure in spite of being afraid of casuing bubbles. Some "emerging" (I believe they are far more emerged than most European "developed" nations) have been / are reducing rates.
When that happens, all material stocks will rise. So as our capital is finite, we must decide which stock or ETF will provide the best risk/return.
I have made money time and again with UYM, VALE, FCX, BTU - but VALE has problems in Brazil, FCX in Indonesia and Coal stocks are for the truly brave so the upside may be limited or short lived even if what ever we have hoped for comes true.
Anyhow, it seems that near-term movement will be down as per Jobs report. SO regardless of your preference, i would wait a little to see how these stocks react to the recent news.]]> http://seekingalpha.com/article/480201/comments?source=feed#comment-4178231 4178231 For example, Jan 14 $7.5 Puts could be sold for ~$1.65.
Use proceeds to buy calls. Make sure net is zero.
If it goes up, you are in huge.
If it falls, you are still positive up to a PPS of ~ $5.85.
However it falls further, then you are in trouble.
Just a suggestion, not a recommendation.]]> Thu, 05 Apr 2012 13:02:41 -0400 For example, Jan 14 $7.5 Puts could be sold for ~$1.65.
Use proceeds to buy calls. Make sure net is zero.
If it goes up, you are in huge.
If it falls, you are still positive up to a PPS of ~ $5.85.
However it falls further, then you are in trouble.
Just a suggestion, not a recommendation.]]> http://seekingalpha.com/article/467631/comments?source=feed#comment-4041461 4041461 We can all dream, alas...]]> Sun, 01 Apr 2012 22:52:55 -0400 We can all dream, alas...]]> http://seekingalpha.com/article/465811/comments?source=feed#comment-3951901 3951901 It is also funny it was written just after yet another blow up earnings report.
What is your take on the earnings?

Anyhow, good for a one-day profit, as most of these articles are!]]> Thu, 29 Mar 2012 13:50:23 -0400 It is also funny it was written just after yet another blow up earnings report.
What is your take on the earnings?

Anyhow, good for a one-day profit, as most of these articles are!]]> http://seekingalpha.com/article/451331/comments?source=feed#comment-3729251 3729251 Do not forget that the world is not the USA only. In the developing countries (some of whom actually more developed than PIIGS) Nokia domiantes overwhelmingly so far.
However, Samsung has shown it has a better phone than anyone, but it does not have the Snob Appeal of Apple, which is the driving force behind Apple.
Nokia sells more but with such low margins, ends up with nothing.
What I am doing, if you are interested, is selling $3 Puts and buying $7 calls, in a way that one offsets the other on the total amounts. Just a few $hundreds, only to keep an eye, just in case,]]> Thu, 22 Mar 2012 15:24:51 -0400 Do not forget that the world is not the USA only. In the developing countries (some of whom actually more developed than PIIGS) Nokia domiantes overwhelmingly so far.
However, Samsung has shown it has a better phone than anyone, but it does not have the Snob Appeal of Apple, which is the driving force behind Apple.
Nokia sells more but with such low margins, ends up with nothing.
What I am doing, if you are interested, is selling $3 Puts and buying $7 calls, in a way that one offsets the other on the total amounts. Just a few $hundreds, only to keep an eye, just in case,]]> http://seekingalpha.com/article/447251/comments?source=feed#comment-3666511 3666511 Thanks]]> Tue, 20 Mar 2012 21:49:37 -0400 Thanks]]> http://seekingalpha.com/article/433671/comments?source=feed#comment-3492001 3492001 Do you have a timeline for the company's pipeline and their cash requirements.
BLTU]]> Wed, 14 Mar 2012 23:16:47 -0400 Do you have a timeline for the company's pipeline and their cash requirements.
BLTU]]> http://seekingalpha.com/article/429521/comments?source=feed#comment-3452421 3452421 This is just another opportunity to load more.
Lots of SA articles move stocks one way or other due to evaluation of shabby writers, which is the best way of making money the day after.

Do your own DD and stick with it until something fundamentally changes your target.
Relax guys, buy cheap]]> Tue, 13 Mar 2012 20:14:27 -0400 This is just another opportunity to load more.
Lots of SA articles move stocks one way or other due to evaluation of shabby writers, which is the best way of making money the day after.

Do your own DD and stick with it until something fundamentally changes your target.
Relax guys, buy cheap]]>