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Misho ILIEV

Misho ILIEV
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  • 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
  • 2013: The Year Of Printing Money [View article]
    But US households have de-leveraged in the last five years. Household debt as a proportion of income has come down from 130% to 105%. By this measure, currently US households are less indebted than European ones.
    May 12 12:28 PM | Likes Like |Link to Comment
  • SodaStream Q1 2013 Earnings Preview [View article]
    I agree :-).

    Moreover, he seems not only excited and passionate but apparently he executes and delivers. A nice combination that should lead to success. :-)
    May 10 03:07 AM | 1 Like Like |Link to Comment
  • Why Reinhart And Rogoff Still Matter [View article]
    chazsf,

    You need look no further than Greece to see how slow growth causes borrowing costs and dept to GDP ratio to explode.

    Why do you think this is not happening in Germany whose debt is in excess of 80% of GDP (Greece's debt to GDP before the crisis was about 90%)? Because of growth and confidence.

    When an economy is demonstrating positive trends like high efficiency, structural adjustment to changing economic landscape and, as a result, is growing, high debt is not a problem.
    May 9 04:02 PM | Likes Like |Link to Comment
  • SodaStream Q1 2013 Earnings Preview [View article]
    Thanks, Seth!
    May 9 03:54 PM | Likes Like |Link to Comment
  • FedEx: Great Company Good Price [View article]
    I was sure FDX was a good deal back in April but was sucking my thumb (and frankly didn't have much free cash).

    Now at USD 101 it seems still a good deal but then psychology deters me from buying. "Why buy now when I didn't buy a couple of weeks much cheaper". Silly, but that's that way it is!
    May 9 02:05 PM | Likes Like |Link to Comment
  • AIG - The New Darling [View article]
    Wow! These warrants sound like a terrific deal!

    An amazing display of Mr Market's pessimism!
    May 9 01:55 PM | Likes Like |Link to Comment
  • SodaStream Q1 2013 Earnings Preview [View article]
    Thanks, Seth and Whatsup.

    The CEO said on Bloomberg that things are just beginning for SODA. He seemed genuinely excited about the future.

    Do you know why there was such a big sell off in the last days (despite the beating of estimations)? Profit taking?
    May 9 01:47 PM | 1 Like Like |Link to Comment
  • Norfolk Southern's best is still to come, CEO Moorman tells stockholders [View article]
    Beautiful company!

    (Conclusion reinforced as I am 27% up with NSC in less than 6 months.)
    May 9 01:34 PM | 1 Like Like |Link to Comment
  • A Bubble In 'Safety' Driven By Bond Funds? [View article]
    Buying existing assets shows appetite for risk and confidence in the economy. And as long as this is not irrational it is not a bad thing.

    It has at least two closely linked positive effects on investment:

    - if one player shows confidence other may become more confident too an in turn invest, including in greenfield investments (which you would consider productive, and I see your point there).

    - buying assets further reassures investors that there is liquidity int the system and that too further stimulates investments (again, including greenfield).

    And finally you cannot know the "productive" qualities of such transactions until you see what the seller of the asset does with the acquired funds. The money could be going into newly issued bonds or simply spent on consumption - both productive activities.

    May 9 01:25 PM | Likes Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    I like MaterCard too. When you say MA will outperform do you mean longer term, 3-5 years?

    Currently Visa's valuation is a bit too rich so I am not saying that right now is the best time to buy it. Though as a longer term investment it wouldn't make much difference.
    May 9 02:55 AM | Likes Like |Link to Comment
  • SodaStream Q1 2013 Earnings Preview [View article]
    Seth, this expected 12,5% increase of the earnings, it looks like a big slow down compared to the 71% increase last year?
    May 8 02:06 AM | Likes Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    Ha-ha! Nicely said, Jeb!

    I give you a thumb up! :-)
    May 5 05:40 AM | Likes Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    One stock for the next 5-7 years?

    Visa. Period.
    May 5 03:17 AM | 1 Like Like |Link to Comment
  • A Bubble In 'Safety' Driven By Bond Funds? [View article]
    "When you buy an already existing asset hoping that someone else will take an even greater risk and buy it from you at a higher price, nothing really productive happens. The Fed and other central banks are promoting this latter activity, while removing all incentive to save or make real investments in the economy. "

    The Fed is not buying bonds and MBSs in order to sell them later at a higher price. They pump liquidity into the economy. To some extent it works, on the housing market, for instance.
    May 5 02:54 AM | Likes Like |Link to Comment
COMMENTS STATS
570 Comments
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