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  • Four High-Yield Stocks to Avoid [View article]
    In a couple of years, semiconductor memories will replace hard drives in most applications, and you expect Seagate to do well?

    As for DELL, as long as Steve Jobs is around, it will not see any daylight!

    However, I'm quite certain that people will be smoking 100 years into the future, especially when the lung cancer is finally defeated in the coming decades.
    Aug 23, 2010. 12:36 AM | 5 Likes Like |Link to Comment
  • Is Google the Ultimate Buy-and-Hold Stock? [View article]
    Google's ownership structure means outsider shareholders can't overpower its insiders.

    But again, I'm willing to give successful entrepreneurs the benefit of doubt over Wall Street analysts. For second generation corporate caretakers, it's will be completely different story though.
    Aug 22, 2010. 08:03 PM | 2 Likes Like |Link to Comment
  • The Android Onslaught Continues: Increasing Handset Revenues and Growth [View article]
    Here are the facts:

    1. Android is a serious competition to iPhone.

    2. Serious competition will always cut into margins.

    When you invest in a company, a little more paranoid is always good for your wallet, and never ever fall in love with any stock.
    Aug 17, 2010. 04:39 PM | 3 Likes Like |Link to Comment
  • We can get to full employment in one fell swoop: Cut everyone's pay 10%. Or maybe this suggestion: Give everyone that has a job a 10% raise and cut the pay of all federal government employees by 20%.  [View news story]
    The Litigation Industrial Complex has become a cancer in our society.
    Aug 16, 2010. 11:07 PM | 3 Likes Like |Link to Comment
  • Why Take Risks When Blue Chips Are on Sale? [View article]
    Mega caps such as XOM and MSFT require lots of money to move. Right now hedgies are all chasing growth, and retirees are all chasing yields and safety, thus we have emerging markets, mid caps, and bonds outperforming.

    How long can this situation last? The Carter years could be a nice case study...
    Aug 16, 2010. 11:00 PM | 9 Likes Like |Link to Comment
  • Barron's picks: A screen for cheap dividend payers (dividend yield over 3%, rising dividends over past 1 and 5 years, payout ratio below 50%, forward P/E below the S&P's average of 12x) turns up 13 large caps. The top 7 ranked by dividend yield are ETR (4.2%), COP (4.0%), NEE (3.8%), CVX (3.7%), JNJ (3.7%), CMS (3.5%) and ABT (3.5%).  [View news story]
    Barron's didn't like for profit education stocks in Oct last year.

    It turns out to be correct.
    Aug 15, 2010. 11:28 PM | Likes Like |Link to Comment
  • Creative Destruction in the Smartphone Market [View article]
    Until NOK gets a competent new CEO, there is no hope.

    The current CEO was its former CFO with a law degree, you expect this kind of corporate bean counters to compete in a notoriously disruptive tech industry? You expect him to win against visionaries such as Steve Jobs and Sergey Brin?

    But if NOK gets Mark Hurd, things can interesting again.
    Aug 15, 2010. 12:43 PM | Likes Like |Link to Comment
  • Is a Smartphone ETF Worth Investigating? [View article]
    Like the PC, the few winners take all in the smartphone business, too.

    Identify the winners, and stop deworsefying.
    Aug 10, 2010. 01:34 AM | 1 Like Like |Link to Comment
  • What happened to the dollar? After a rally through the spring, it's slumped against euro and yen on soft U.S. growth and euro stabilization. Or could it be ... China? The smart time is now, after all, for China to quietly rebalance away from the dollar.  [View news story]
    Whenever the world economy picks up and financial stress decreases, USD goes down;

    Whenever investors think the world economy goes down the drain and banks are about to go under, USD goes up.

    For the US economy itself, declining USD is mostly beneficial, and the only major drawback is that consumers pay more at pumps.
    Aug 7, 2010. 01:37 PM | Likes Like |Link to Comment
  • Why Does the Market Hate Intel? [View article]
    Intel has squandered billions during the last decade and can't get anything done outside the CPU.
    Aug 4, 2010. 03:51 PM | 2 Likes Like |Link to Comment
  • Why Are Blue Chips So Cheap? [View article]
    There are too many retirees who are eagerly selling XOM for various reasons.

    If late 70s is any guide, the market can ignore fundamentals for a very long time.
    Aug 4, 2010. 02:37 PM | 1 Like Like |Link to Comment
  • What Will Demand Be for Lithium Batteries? [View article]
    Explosion of lithium batteries is spectacular compared to gasoline tanks.
    Aug 1, 2010. 08:33 PM | Likes Like |Link to Comment
  • The Striking Reality of Japanese Deflation [View article]
    In a country where the population growth is quite negative, what can you expect?

    On one hand, you have ever decreasing demand, on the other hand, productivity is steadily improving, and people still expect hyperinflation?
    Aug 1, 2010. 06:28 PM | 1 Like Like |Link to Comment
  • More Than 4 Million Homeowners Owe 50%+ Above House Value [View article]
    I think eventually these 4 million are ALL going to walk. Assume an average loan balance of $200k and 55% loss ratio, that would mean another $440 billion loss for FNM/FRE to swallow.

    No wonder they removed the loss cap last year.
    Aug 1, 2010. 02:56 AM | 5 Likes Like |Link to Comment
  • What Would Turn David Rosenberg Bullish? [View instapost]
    I'm afraid that by the time all these conditions are fulfilled, S&P would stand at 1600 and be ready for the next great bear market.

    In January 1973, everything just looked great, including the peace prospect in Vietnam.
    Jul 30, 2010. 11:27 PM | 1 Like Like |Link to Comment