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gwynfryn

gwynfryn
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  • Bank Of America: Are You Ready For Some Big Upside Potential? [View article]
    Indeed, that comment is unfair to snakes, who usually don't bother anyone unless threatened!

    As to the article, I think it a little over-optimistic, relying as it does on job figure estimates which are largely speculative, and which take no account of those who are leaving the list of job-seekers (presumably to head for the wilds and live off their wits, or maybe take up a life of crime?). Then there is the "rising" economy, which, more than I've ever witnessed before, consists of little more than share prices going up (which doesn't actually produce anything...) and big companies awash with profits, but who display little intent to invest it. Are you in the States seeing a big hike in infrastructure repairing and extending? If so, it's been kept very quiet!

    There are also a great many other factors to be taken into account, like Domino QE which goes around and around until it's back at the beginning (what can it possibly achieve, in the long term? It just pushes the problem onto others, and creates expectations of more easy money for the wealthiest, whilst the poor ultimately pay for it, by their labour, which pays less and less in relative terms, as currencies weaken).

    I don't think Europe is in as bad shape as US pundits like to make out, but it is wealthier than the US, so if things do get bad there, the US will feel it, even if Putin's trashing of the Russian economy doesn't force him to start yet more wars, to maintain his popularity, and hold together what is a huge conglomerate of increasingly unmanageable separate states that is increasingly in danger of falling apart. You might think that a good idea, but it won't avert WW3, with all the nukes remaining under Moscow's control...

    So yes, BAC is under book value, and may well be a good bet for the distant future, if everything holds together, but right now, it doesn't seem to matter much, as the current share price stasis testifies.
    Feb 10, 2015. 11:26 AM | 11 Likes Like |Link to Comment
  • Facebook Insider Marc Andreessen Unloads $66 Million Of FB Holdings [View article]
    A 5% sell off means nothing; after all, one can't eat shares, which are only worth what you get when you sell them. Andreessen's a special case who probably has a boat load of start-ups lined up for investment, and the money has to come from somewhere! FB's growth has been astonishing, but it can't last forever, and there are sure to be better prospects, elsewhere.
    Feb 10, 2015. 09:37 AM | Likes Like |Link to Comment
  • Facebook spends estimated $400M on industrial park [View news story]
    Or build some rafts, xx?
    Feb 10, 2015. 09:27 AM | Likes Like |Link to Comment
  • Analyzing Bank Of America: Part 5 - Global Markets [View article]
    That looks plausible; thanks aob!
    Feb 10, 2015. 09:25 AM | Likes Like |Link to Comment
  • Facebook's Biggest Threat Is Snapchat [View article]
    Of course, and supported by logic and past experience; isn't that what we all do?
    Feb 10, 2015. 09:21 AM | Likes Like |Link to Comment
  • Analyzing Bank Of America: Part 5 - Global Markets [View article]
    So would "putrescence", but I doubt it's what the author intended?
    Feb 10, 2015. 09:18 AM | Likes Like |Link to Comment
  • Is Facebook Stock Pausing Or Rolling Over? [View article]
    Those few people I wanted to get in touch with again, but who's e-mail addresses I didn't have, couldn't be found on FB either! This may be because, like me, they have no use for those other activities you mention. Just different tastes, I guess...
    Feb 10, 2015. 09:08 AM | Likes Like |Link to Comment
  • Revising Facebook's Fair Value [View article]
    Not much point being an early investor, jj, if you don't intend to cash out at some point! Bear in mind that FB is heading for saturation, and Andreesen probably has many start ups in mind with better growth prospects; it's what he does for a living...
    Feb 10, 2015. 09:02 AM | Likes Like |Link to Comment
  • Revising Facebook's Fair Value [View article]
    Tesla didn't self destruct, VE; he got screwed by the Establishment, which is a lot less likely, nowadays...
    Feb 10, 2015. 08:59 AM | Likes Like |Link to Comment
  • Revising Facebook's Fair Value [View article]
    B, even if there were such markets, Oculus has many competitors, and are licensing their technology to Samsung, which has much greater marketing power, and there's also the slightly different (and arguably better) Hololens from MSFT! It'll be no cakewalk!
    Feb 7, 2015. 11:56 AM | 3 Likes Like |Link to Comment
  • BlackBerry - Suspicious Trades Around Buyout Rumors Provide Lesson For Investors [View article]
    "gaming"?
    Feb 7, 2015. 11:46 AM | Likes Like |Link to Comment
  • Facebook Should Follow Apple's Lead And Borrow In Size [View article]
    "stock repurchase plans"? Or rushing into more acquistions? Equally crazy, as sooner or later that money has to be repaid! Where's it going to come from if they generate money as quickly (?) as WhatsApp and co?
    Feb 7, 2015. 11:36 AM | Likes Like |Link to Comment
  • What To Expect From Sandstorm Gold's Q4 Earnings [View article]
    True DS, but with a falling share price, it's often better to sell soon, and buy back in later. The fact you "lost" at one point is irrelevant in the long term, so it's better not to let sentiment get in the way...
    Feb 6, 2015. 09:08 AM | Likes Like |Link to Comment
  • Facebook Should Follow Apple's Lead And Borrow In Size [View article]
    No arguments here, cash, and thanks for the info on Apple, which is a very different company from FB. Even so, this is for greed's sake, and greed isn't always good; why can't people settle for "enough"? It's a lot safer than carrying a lot of debt, when the next crash arrives (and it will; it's just a question of when...)!
    Feb 6, 2015. 09:01 AM | Likes Like |Link to Comment
  • Facebook's Biggest Threat Is Snapchat [View article]
    Not just Russia, places like China and Indonesia have their home grown equivalents, which are also doing well.
    Feb 6, 2015. 08:53 AM | Likes Like |Link to Comment
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