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Misho ILIEV

Misho ILIEV
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  • More on AIG: Shares are off 2.5% following news the Chinese buyers of its aircraft-leasing unit (ILFC) failed to come up with a 10% deposit by the May 15 deadline. Under terms of the $4.2B deal, AIG has the right to back out of the sale. This may please some who thought ILFC was being sold too cheaply, but if AIG could have gotten a better price, wouldn't it have gotten a better price? Stay tuned. [View news story]
    Apparently ILFC was offered at a below book value price. And given that AIG is not desperate for cash, as Bugle Boy says, it seems good that the deal didn't go through.
    Jun 1 04:21 PM | Likes Like |Link to Comment
  • Is It Time To Bail On SodaStream? [View article]
    This is a bit worrying, indeed.

    But Forbes still remains optimistic and seems to be hinting at a possible short squeeze:

    http://onforb.es/11pkVcG
    May 29 01:35 PM | 1 Like Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    No bright spot so far but the Eurozone has some outstanding companies that are doing very well.
    May 29 01:32 PM | 1 Like Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    It's up to you to decide what's more likely to happen...
    May 29 01:31 PM | 2 Likes Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    I also agree. Some measure of caution is good. I am not saying that a big correction is totally excluded in the next 12 months.

    I don't agree though that there is a mad dash for yield. Money is just beginning to flow into equities. The volumes of equity trade are still very thin.
    May 29 06:41 AM | 1 Like Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    US stock market is also in anticipation of accelerated domestic growth in 2014. This could indeed happen.
    May 29 06:39 AM | 2 Likes Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    We have double digit growth in Germany's Adidas even as Europe's economy is contracting.

    And that is not the only eurozone example of this kind. Adidas comes to mind first as I am a shareholder in it.
    May 29 05:20 AM | 1 Like Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    Which companies are more competitive in these harsh conditions then?
    May 29 05:18 AM | 1 Like Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    Guys, you forget that most of the S&P 500 companies are multinational and they can grow at double digits even as the US economy is sluggish.
    May 29 04:34 AM | 2 Likes Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    Alcarodri, I think considering your possible risk tolerance you must be right to be cautious.
    May 28 05:36 PM | 2 Likes Like |Link to Comment
  • Is It Time To Bail On SodaStream? [View article]
    Is it true though that with only 1% household penetration in the US and still many emerging markets to enter, SODA has still ample possibilities for non-consumables growth?

    It might be a bit of a gamble to buy now. But for an investor who bought at USD 37 per share, I think that the possibility of further upside outweighs the risk of 10-15% drop.

    Time will tell...
    May 28 05:35 PM | 3 Likes Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    Guys, don't fight the Fed!

    Tapering will be slow and cautious and if there is the slightest sign that assets prices and investment confidence start seriously dipping the Fed will be back in full QE in no time at all.

    So don't be silly. Learn your lesson: Do Not Fight the Fed.
    May 28 05:22 PM | 8 Likes Like |Link to Comment
  • Visa Or MasterCard? My Money's On Visa [View article]
    To the question: Visa or MasterCard, I say both!

    But if it has to be one of them, I concur. Visa.
    May 13 05:21 PM | Likes Like |Link to Comment
  • Home Depot Earnings Preview: Fully Valued, But Big Ticket Comps Have Returned Big Time [View article]
    Amazing run for Home Depot. I was cowardly enough not to buy about a year ago thinking that the valuation is too rich...
    May 13 05:17 PM | Likes Like |Link to Comment
  • This Big Hedge Fund Is Bullish On Big Companies; Should You Be? [View article]
    Visa - very, very long!
    May 13 05:14 PM | Likes Like |Link to Comment
COMMENTS STATS
524 Comments
328 Likes