Financial Samurai

Goldman: Hated It at $110, Love It at $200

Does this mean it is time to short GS?

5 Excellent, Non-Pipeline Income Stocks

In reference to BX, since they went public at the top... do you feel that there is a chance they will go private again now that the shares are heavily discounted?

China Natural Gas: Deeply Undervalued

Great timing on this piece. I am curious about the possibility of natural gas vehicles (at least commercial and freight) becoming meaningful in terms of market share.

In turn, the underlying demand for natural gas and perhaps a new seasonal demand pattern that would result from this 'new' source of demand.

Mutual Fund Investors Run After the Cheese

From my days in retail banking, I definitely recall that people largely move backward with their mutual funds.

I.E. they switch to fixed income and money market before big rallies, then switch to equities for the tail end of the rally and ensuing crash...

Repeat ad infinitum...

Yahoo: Can We Please Have Jerry Back?

Still kicking myself for not shorting YHOO back when Jerry was in charge, just after it got the pop from the Mr. Softie™ offer.

U.S. to Canada: Give Me Your Hurdled Bankers Yearning to Breathe Free

Canada's banks were a joke when they missed out on all the alphabet soup credit derivatives (except CIBC and BMO i guess).
It took a once in a lifetime credit crisis to validate the conservatism of these institutions.
That said, both TD and RBC seem to ready ready to continue their respective acquisition phases, watch for a few more US regionals to fly the Canadian flag soon.

Why STEC's Pullback Is Buyable

First mover advantage still has value, basically. When this thing pulled back from 36 to 30 it was time to load up. From 42 back to 28... load up again. Long STEC.

BHP Billiton: Cash-Rich and On the Prowl

BHP tends to want only projects with the largest economies of scale. Usually when they acquire a mining company they will sell off the small to medium sized projects.

Does your analysis factor in the average project size of the respective acquisition targets?

In this measure, POT is probably the most likely target due to its huge scale.

The Advantage of Investing in Chile and Brazil

Would you equate a play on Chile with a play on copper? From what I understand, both its equities market and its currency are highly correlated with the spot price of copper.

The Good Ol' DJIA 1930 vs 2009 Overlay

I definitely agree with your assessment of the psychology. We seem to be entering a phase of 'Confidence'.

The way I see it, the quicker we enter the phase of 'Enthusiasm', the more severe downside risk becomes. If we were to do it slowly, climbing the proverbial 'wall of worry' I would be more enthusiastic.

-FS