Jacob Wolinsky's Comments Jacob Wolinsky's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/514502/comments Among Jim Chanos' tip-offs for value traps: Cyclical and/or highly dependent on one product, and hindsight driving profit expectations. Among the stocks that fit: CONSOL Energy (CNX), Petrobas (PBR), Hewlett-Packard (HPQ), Coinstar (CSTR), Banco Santander (SAN), and Australia's Fortescue. http://seekingalpha.com/currents/post/389251?source=feed#comment-6852811 6852811 Wed, 27 Jun 2012 14:02:54 -0400 Aggressive Growth Plan Sets Sunpeaks Ventures Up For Bright Future http://seekingalpha.com/article/481511/comments?source=feed#comment-4446951 4446951 Sun, 15 Apr 2012 13:15:58 -0400 Berkshire Hathaway's (BRK.A +1.1%) Burlington Northern railroad plans to increase capital spending to $3.9B this year in order to boost capacity for coal shipments as demand increases with oil pipelines maxing out. The proposal includes $2.1B for the core network and another $1.1M on locomotive, freight car and equipment acquisitions. http://seekingalpha.com/currents/post/120082?source=feed#comment-2304762 2304762 Wed, 01 Feb 2012 14:24:11 -0500 Calling the "Too-Big-To-Fail" banks "one one of the greatest threats to our long-term economic prosperity," Jon Huntsman notes that the six largest financial institutions have assets worth over 66% of GDP, up from 20% in the 1990s. As President, Huntsman would break up these lenders; he also yearns for more community banks. http://seekingalpha.com/currents/post/109102?source=feed#comment-2159527 2159527 Mon, 09 Jan 2012 13:35:50 -0500 Forcefully defending himself at a press conference, SNB chief Hildebrand rejects all accusations regarding his family's currency transactions. A bit more color on those: Three weeks before Hildebrand cut the legs out from under the franc, his wife sold 400K of them for greenbacks. Following the franc's plunge, the family bought them back to finance a property deal. A PWC investigation has found no impropriety. http://seekingalpha.com/currents/post/108548?source=feed#comment-2158917 2158917 Mon, 09 Jan 2012 09:47:38 -0500 Immunocellular Therapeutics: An Interesting Biotech http://seekingalpha.com/article/280012/comments?source=feed#comment-2141848 2141848
Bio I disclose everything. Not interested in committing fraud. I follow their guidelines exactly and SA's. ]]> Sun, 01 Jan 2012 15:49:09 -0500
Bio I disclose everything. Not interested in committing fraud. I follow their guidelines exactly and SA's. ]]> MC poll: What are your predictions for 2012? Which way will stocks go? What about oil and gold? What will happen with the eurozone crisis, or U.S. unemployment? Any under-the-radar stocks or ETFs worth keeping an eye on? http://seekingalpha.com/currents/post/107292?source=feed#comment-2129876 2129876 Mon, 26 Dec 2011 18:14:41 -0500 MC poll: What are your predictions for 2012? Which way will stocks go? What about oil and gold? What will happen with the eurozone crisis, or U.S. unemployment? Any under-the-radar stocks or ETFs worth keeping an eye on? http://seekingalpha.com/currents/post/107292?source=feed#comment-2129195 2129195 Mon, 26 Dec 2011 09:52:34 -0500 Market Valuation Issues - Extreme Forces - Earnings Vs. E10, Bond PE's Vs. S&P 500 PE's http://seekingalpha.com/article/312890/comments?source=feed#comment-2113527 2113527
Doug and I collaborate on the series. He is very busy with his new role, but I am trying to get shadowstats CAPE numbers. My wickedly smart analyst friend put the shiller PE using shadowstat data at 12-13. I think in general Shiller's regular method is a bit too bearish, but it overall one of the best market valuation tools. ]]> Sun, 18 Dec 2011 09:13:02 -0500
Doug and I collaborate on the series. He is very busy with his new role, but I am trying to get shadowstats CAPE numbers. My wickedly smart analyst friend put the shiller PE using shadowstat data at 12-13. I think in general Shiller's regular method is a bit too bearish, but it overall one of the best market valuation tools. ]]> Market Valuation Issues - Extreme Forces - Earnings Vs. E10, Bond PE's Vs. S&P 500 PE's http://seekingalpha.com/article/312890/comments?source=feed#comment-2094189 2094189
If anyone wants to check it out here is my monthly article for December-http://bit.ly/syP1fn]]> Fri, 09 Dec 2011 11:24:14 -0500
If anyone wants to check it out here is my monthly article for December-http://bit.ly/syP1fn]]> Cellceutix Eyeing A $5B Annual Market With Potential Caner Research Breakthrough http://seekingalpha.com/article/309676/comments?source=feed#comment-2059068 2059068 http://bit.ly/skAy32]]> Wed, 23 Nov 2011 13:04:04 -0500 http://bit.ly/skAy32]]> What Happened To $2.71 Billion In David Tepper's Portfolio? http://seekingalpha.com/article/308418/comments?source=feed#comment-2044960 2044960 Thu, 17 Nov 2011 08:05:36 -0500 What Happened To $2.71 Billion In David Tepper's Portfolio? http://seekingalpha.com/article/308418/comments?source=feed#comment-2043714 2043714 http://bit.ly/shGqjL
Also CNBC picked it up and confirmed it-http://bit.ly/uHZouF]]> Wed, 16 Nov 2011 15:34:36 -0500 http://bit.ly/shGqjL
Also CNBC picked it up and confirmed it-http://bit.ly/uHZouF]]> German, French Markets Are Cheap Based On Valuations http://seekingalpha.com/article/305812/comments?source=feed#comment-2022158 2022158 http://bit.ly/vHyfaK]]> Mon, 07 Nov 2011 09:14:36 -0500 http://bit.ly/vHyfaK]]> Jump Up To 7.75% Yields With Goldman Sachs Kangaroo Bonds http://seekingalpha.com/article/297785/comments?source=feed#comment-1963542 1963542 http://bit.ly/pVVfaI/. Although there is little credit risk, I do see large currency risk if Australian housing bubble or China bursts. Hedging costs are enormous. ]]> Sun, 09 Oct 2011 18:40:31 -0400 http://bit.ly/pVVfaI/. Although there is little credit risk, I do see large currency risk if Australian housing bubble or China bursts. Hedging costs are enormous. ]]> 10 Recession Resistant Graham Picks http://seekingalpha.com/article/297033/comments?source=feed#comment-1948418 1948418 Sun, 02 Oct 2011 15:57:22 -0400 How Billionaire Tom Russo Is Trading This Market http://seekingalpha.com/article/285758/comments?source=feed#comment-1820662 1820662 Tue, 09 Aug 2011 12:45:46 -0400 'Buy - Don't Hold': When to Get In and Out of Markets http://seekingalpha.com/article/217055/comments?source=feed#comment-1692738 1692738 Tue, 07 Jun 2011 08:55:17 -0400 Time to Short Salesforce http://seekingalpha.com/article/266569/comments?source=feed#comment-1620585 1620585 Fri, 29 Apr 2011 14:59:32 -0400 The Inevitable Downturn of Expanding Earnings May Not Be Pretty http://seekingalpha.com/article/262503/comments?source=feed#comment-1580987 1580987 Sat, 09 Apr 2011 23:41:22 -0400 The Inevitable Downturn of Expanding Earnings May Not Be Pretty http://seekingalpha.com/article/262503/comments?source=feed#comment-1577784 1577784 Fri, 08 Apr 2011 07:06:47 -0400 Analyzing Garmin http://seekingalpha.com/article/225061/comments?source=feed#comment-1556772 1556772 Tue, 29 Mar 2011 09:49:23 -0400 Introducing My Lastest Endeavor (Baby Announcement) http://seekingalpha.com/instablog/229565-boaz-berkowitz/149275-introducing-my-lastest-endeavor-baby-announcement?source=feed#comment-1552900 1552900 Sun, 27 Mar 2011 08:46:33 -0400 Lessons Learned From CalPERS' 'Savings' and Liabilities http://seekingalpha.com/article/259993/comments?source=feed#comment-1552634 1552634 Sat, 26 Mar 2011 22:59:14 -0400 Will Middle East Tensions Drive Oil to $300? Part I http://seekingalpha.com/article/180672/comments?source=feed#comment-1550804 1550804 Fri, 25 Mar 2011 16:25:16 -0400 Lessons Learned From CalPERS' 'Savings' and Liabilities http://seekingalpha.com/article/259993/comments?source=feed#comment-1550530 1550530 Fri, 25 Mar 2011 14:32:17 -0400 Lessons Learned From CalPERS' 'Savings' and Liabilities http://seekingalpha.com/article/259993/comments?source=feed#comment-1547548 1547548 www.valuewalk.com/?p=6828]]> Thu, 24 Mar 2011 12:37:10 -0400 www.valuewalk.com/?p=6828]]> Analyzing Garmin http://seekingalpha.com/article/225061/comments?source=feed#comment-1503378 1503378 Thu, 03 Mar 2011 10:19:27 -0500 Are Japanese Equity Markets a Buying Opportunity? http://seekingalpha.com/article/252743/comments?source=feed#comment-1485250 1485250 finance.yahoo.com/q/hl... and www.valuewalk.com/stoc.../]]> Tue, 22 Feb 2011 09:33:28 -0500 finance.yahoo.com/q/hl... and www.valuewalk.com/stoc.../]]> Could Microsoft Go Out of Business? http://seekingalpha.com/article/252829/comments?source=feed#comment-1472165 1472165 Tue, 15 Feb 2011 15:02:16 -0500