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1mp1r3t4

1mp1r3t4
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  • The recent selloff in commodities (DBC) is not a correction, says Stan Druckenmiller, now on stage at Ira Sohn, but instead the end of the supercycle. Avoid commodity markets - Brazil (EWZ, BRF, BRL), South Africa (EZA, SZR), Canada (EWC, FXC). "Frankly, I'd short the aussie (FXA)." His largest equity holding? "I can't imagine a better position than Google (GOOG)" - selling for 16x earnings and no exposure to China. [View news story]
    What an irresponsible recommendation! Place your bets! All bets on Google. The odds are against you, but be stupid and throw it all on GOOG. Cross your fingers and say a prayer. The gamble may not pay off, but what the heck. After all, Stan Druckenmiller has nothing at stake on whether you win or lose. It's YOUR money.
    May 8 03:07 PM | Likes Like |Link to Comment
  • Are Nokia Investors Looking To Oust CEO Stephen Elop? [View article]
    I'm dissatisfied with many companies I hold in my portfolios because they can't muster enough value to shadow Apple's performance over the last couple years, but even if I attended every single shareholder meeting to express my displeasure, my insignificant ownership position in each would give me about as much power as I have now casting my vote on election day in the US. Sadly, those poor old Finns have just about as much say-so in Nokia's future and direction: Zilch!
    May 8 02:02 PM | Likes Like |Link to Comment
  • Nokia's Turnaround Underway As Lumia 521 Sells Out In Wal-Mart [View article]
    Wow! T-Mobile provides all that for $30 a month? I'm surprised and encouraged by the prospects for my current plan with AT&T. Maybe we're on the ground floor of a carrier service war that will benefit everyone.
    May 7 12:46 PM | 6 Likes Like |Link to Comment
  • Nokia Is Still Cheap [View article]
    "Let those who are free of sin cast the first stone," dwdallam. The oldest profession is a victim-less crime if it's practiced freely, by personal choice, weighted conviction, and without external pressure, having multiple other alternatives to make a living. Let's not moralize where survival is of the essence. In the end, aren't we all "wh*ring around" too when we expect to get paid for most everything we do? Libertarians unite!
    May 2 10:15 AM | 3 Likes Like |Link to Comment
  • Microsoft Is Breaking Out [View article]
    Sorry to differ, but my financial lessons stem from several generations of experienced lenders and borrowers. As a child my grandfather, who learned from his father a simple rule taught me to "never borrow, always lend." It makes for a very positive cash flow--sorry for the sarcasm. If you need to borrow, you don't have the money or worse, you're not willing to risk your own money, which makes your borrowing more questionable, adding a moral risk to the equation. If you don't have the money, you're a credit risk. A credit risk means higher interest rate, which means a bigger debt to the already financially strapped borrower. The voodoo economics of borrowing to pay back years later with cheaper dollars is good for the bank and lousy for the borrower. When you borrow you have to pay it all back with interest, compound interest to boot, which makes the paying back that much more burdensome. Borrowing is only good for the lenders. It's hardest on the borrowers who intend to honor their commitment. Of course, if borrowers get bailed out again, then what the heck, let's all borrow and to hell with honesty, integrity, and the Golden Rule.
    May 1 11:23 AM | Likes Like |Link to Comment
  • Microsoft Is Breaking Out [View article]
    Sadly, Sunnypt, between now and June expirations, the stock may be back below the strike price and you'll get to keep it. It's the historical performance over the years and if history repeats itself, again, you'll get to retain your stock.
    May 1 11:08 AM | Likes Like |Link to Comment
  • Nokia Is Still Cheap [View article]
    Don't pay attention to Cramer. He told everyone to buy Bear Stearns a week before it went bankrupt and JPMorgan Chase took them over with the blessing of Hank Paulson and Tim Geithner, those two other pillars of financial transparency and honesty. He's just as loud and obnoxious as he is ubiquitous on CNBC.
    Apr 30 05:32 PM | 2 Likes Like |Link to Comment
  • Microsoft Is Breaking Out [View article]
    It would be nicer yet if this time the stock would retain its gains and not fall back to the lower range, as it has been doing for quite some time. Let's shoot for $50 this time.

    Oh and keep the cash too. Let's not borrow to pay a higher dividend. It's idiotic.

    Borrowing means a debt that must be paid back plus an interest payment, adding up to more than the amount of the dividend. Borrowing needlessly always leads to additional expenses, especially if the borrowed sums were not to generate more revenue and instead they go to appease a few with a token return. These times remain uncertain. Capital is still king.
    Apr 30 05:28 PM | 2 Likes Like |Link to Comment
  • Nokia Is Still Cheap [View article]
    Shhhh! Keep it quiet lest everyone hears you and the price of the stock shoots up needlessly before the rest of us finish buying at bargain basement prices!
    Apr 30 01:05 PM | 9 Likes Like |Link to Comment
  • Windows Phone Continues To Gain Market Share Thanks To Nokia [View article]
    The data indicates the products sell across the globe and while no one expects them to do away with the competition, the strategy to restore former leadership continues to work well, attracting gradually more buyers and users, one satisfied customer at a time. Ka-ching!
    Apr 29 04:24 PM | Likes Like |Link to Comment
  • Bill Gross channels Paul Krugman? "You've got to spend money," says the Bond King, arguing Europe and the U.K. have erred by pursuing fiscal austerity. "Bond investors want growth much like equity investors," he says. If austerity leads to recession, credit spreads will widen whether or not a country is able to print its own money. As of the end of March, Gross' BOND ETF had one-third of its assets in Treasurys, the highest level since July. [View news story]
    Yeah, those awful Republicans again blocking the good sense from the saintly Senate and the Nobel Peace Prize winner in the White House. They are an abomination, right? LOL
    Apr 25 09:53 AM | Likes Like |Link to Comment
  • Nokia: There Is No Need To Panic [View article]
    LOL
    Apr 25 09:49 AM | Likes Like |Link to Comment
  • Bill Gross channels Paul Krugman? "You've got to spend money," says the Bond King, arguing Europe and the U.K. have erred by pursuing fiscal austerity. "Bond investors want growth much like equity investors," he says. If austerity leads to recession, credit spreads will widen whether or not a country is able to print its own money. As of the end of March, Gross' BOND ETF had one-third of its assets in Treasurys, the highest level since July. [View news story]
    How's a wise investor going to fight the trend? It would be irrational. Never fight the Fed.
    Apr 22 11:47 AM | Likes Like |Link to Comment
  • Microsoft (MSFT) +1.6% after David Faber reports ValueAct Capital has taken a $2B stake (0.8%) in the company. Shares are now up 5% since Mister Softee delivered mixed FQ3 results Thursday afternoon. [View news story]
    The more, the merrier. Let that Microsoft stock price rise! It'll be pleasant to spend the cash in the future. When one hedge fund buys and makes it public, the rest follow. They're like the seals in San Francisco's wharf, they follow the crowd. Ka-ching!
    Apr 22 11:42 AM | 1 Like Like |Link to Comment
  • Nokia Corporation's CEO Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    You're entitled to your opinion, but not to your made-up facts.
    Apr 19 02:45 PM | Likes Like |Link to Comment
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