The Last Of The 2008 Doomsday Scenarios Is Fading Away [View article]
Thanks MisterJ, but a lot of people have made that point over the years. So, no it is not original at all. In fact people like Paul Krugman have been saying it right from the outset and had even argued in favor of more stimulus.
The Last Of The 2008 Doomsday Scenarios Is Fading Away [View article]
Alan, now you are changing the subject! You were talking about entitlements, now you are talking about it all coming crashing down if the Fed stops bond purchases. Perhaps you should focus on what this article is about.
The Last Of The 2008 Doomsday Scenarios Is Fading Away [View article]
Yes, those are long-term liabilities. They were an issue before the great recession and they still are. And they need to be dealt with once we are out of the woods as far as the effect of the current crisis are over. The point of the article is that the predictions of doomsayers that the US government stimulus and bailout plans would be catastrophic never materialized.
Uranium's Dirty Little Secret - Investors Take Note [View article]
@DanielHolzman, nice comments! Both the author of this article and you have laid out the facts and then come to different conclusions which drive different investment theses. I tend to agree with your conclusions more. I have watched UEC fall from above $4 to $1.54 and not taking a long position in it has been one of the best investment things I have ever done. CCJ would be a much safer play. Perhaps OTM calls?
Amarin's Performance Issues: Here To Stay? [View article]
I like your article but would just like to point out that Lipitor (and other statins/ cholesterol lowering drugs) is not a rival drug to Vascepa. The former treats elevated cholesterol levels while the latter treats elevated triglycerides. Hypercholesterolemia and hypertriglyceridemia are clinically different conditions that need different therapeutic approaches.
How To Play Apple's Earnings This Tuesday [View article]
I have no positions in AAPL, but plan to go long at a good entry point. That being said, last time I checked, the short interest ratio was 1.3. That seems like too much optimism to me. On technicals alone, the path of least resistance seems to be down all the way to the next support level at around $350. Good luck to you, but here's hoping (quite selfishly!) that your loss is my gain.
I am sorry but I have to disagree. n=20 stocks over a two year period does not a statistical analysis make. And yes, I understand that it is difficult to obtain the future growth projections made at each point in the past (which would determine the PEG ratio for a given stock at each of those time points), but a more thorough statistical analysis is warranted to support any conclusion.
Inflation Signs Are Everywhere Despite Gold's Drop [View article]
How are you defining inflation for this article? I mean if gold is falling, interest rates are close to historical lows, and food prices are more or less stable (CPI ~ 3%) how are you seeing signs of inflation EVERYWHERE (title)? Or did I miss something?
I am sorry, but what is the point of writing separate reports on the upside and downside of the same stock? Why don't you lay it out side by side and then state your recommendation - buy, hold or sell? About Vascepa having better data than Lovaza, yes we all know that since a long time. But nothing is slam dunk when it comes to selling a product. There is an inherent risk to it, that IMHO you are still ignoring in your model.
You are basing your analysis on a best-case scenario. Don't get me wrong, I am long AMRN, but you cannot discount the risk of commercialization. What if its sales team does a poor job of convincing doctors that it is better than Lovaza? What if it prices the drug too high and doesn't garner enough sales? There is a reason the market is worried about the route AMRN has been forced to take.
Does Intel Have A Mobile Strategy? Judge For Yourself [View article]
You have made a good case for the fact that Intel has "a strategy" as far as mobile goes. But I am not getting any sense of why is this a good strategy or a winning strategy. It almost sounds like they have no other choice. I have no positions in Intel but the current valuation is tempting.
This is not about OTC or the legitimacy of any company. This is about risk management and tailoring the risk to the investor. For the average investor who barely is saving enough your prescriptions are about as good as the roulette at many Vegas joints. What do you consider prudent risk management? What, in your opinion, is an acceptable risk-reward ratio for the average investor? It seems your definition of "acceptable risk" for average Joe is simply "trust me". The onus lies on you to answer these questions as you are advocating these investments for the average $33,000 investor. Do you have any model portfolio? Can you define the strategy behind it? Has the strategy been back-tested? If not then all you are saying is "trust me".
How is an illiquid, OTC stock without any available information an "acceptable risk" for average Joe aka $33,000 man? If "you can lose your shirt" = acceptable, then maybe you should specify it.
The Last Of The 2008 Doomsday Scenarios Is Fading Away [View article]
The Last Of The 2008 Doomsday Scenarios Is Fading Away [View article]
The Last Of The 2008 Doomsday Scenarios Is Fading Away [View article]
Uranium's Dirty Little Secret - Investors Take Note [View article]
Amarin's Performance Issues: Here To Stay? [View article]
How To Play Apple's Earnings This Tuesday [View article]
Debunking The PEG Ratio [View article]
Inflation Signs Are Everywhere Despite Gold's Drop [View article]
Buy Amarin: Huge Upside Despite Commercialization Efforts [View article]
About Vascepa having better data than Lovaza, yes we all know that since a long time. But nothing is slam dunk when it comes to selling a product. There is an inherent risk to it, that IMHO you are still ignoring in your model.
Buy Amarin: Huge Upside Despite Commercialization Efforts [View article]
Does Intel Have A Mobile Strategy? Judge For Yourself [View article]
A $33,000 American Portfolio [View article]
A $33,000 American Portfolio [View article]
A $33,000 American Portfolio [View article]
What do you consider prudent risk management? What, in your opinion, is an acceptable risk-reward ratio for the average investor? It seems your definition of "acceptable risk" for average Joe is simply "trust me". The onus lies on you to answer these questions as you are advocating these investments for the average $33,000 investor.
Do you have any model portfolio? Can you define the strategy behind it? Has the strategy been back-tested? If not then all you are saying is "trust me".
A $33,000 American Portfolio [View article]