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  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    Not directly. But indirectly they do - by pushing the interest rates low they allow companies to get cheap funding.

    Otherwise, I agree we are not at the top a cycle. But to say that we are in mid-cycle is a bit ambitious because we can't be sure that the cycle has enough momentum to fully develop. I think it is most likely that it will. But a prolonged pessimism and sell off can undermine the natural development of the cycle.
    Apr 12, 2014. 12:01 PM | Likes Like |Link to Comment
  • Why JPMorgan Chase Will Beat Estimates Despite Sluggish Economy [View article]
    The business with estimating profits and revenues is a freaky one... :-) The author has just found that out...
    Apr 12, 2014. 05:48 AM | Likes Like |Link to Comment
  • Is This Genetic Food Engineer A 10 Bagger Or A Bust? [View article]
    Yes, too bad :-)
    Apr 8, 2014. 03:51 PM | Likes Like |Link to Comment
  • When Will The Bubble Burst? [View article]
    There is unfortunately another boom - in credit taking, and generally in risk taking. So even without a burgeoning economy a "bubble" may indeed be in the making. And so there are reasons to be "controllably worried" and take precautions.
    Apr 4, 2014. 01:10 AM | Likes Like |Link to Comment
  • When Will The Bubble Burst? [View article]
    Agreed, we are far from an overheated cycle. Very, very far.

    But this does not mean that stocks cannot fall down. I am not saying they will. But it's unpredictable when a significant "correction" will occur.
    Apr 2, 2014. 05:49 PM | Likes Like |Link to Comment
  • Whirlpool Insists U.S. Housing Recovery And Homebuilding Look Fine From Its Perch [View article]
    Dr Duru,

    I agree homebuilders are a reasonable place to be: I have been holding TOL (a tiny position, I must admit) for a couple of months and I expect more upside.

    How about this WHR dip? Did you buy into it? I took a small position. The expected profit growth for WHR for the next two years is quite impressive. So was it a no-brainer to buy when it went below 130s? And even now?
    Feb 25, 2014. 11:23 PM | Likes Like |Link to Comment
  • American International Group beats by $0.32 [View news story]
    Looks like a huge beat!
    Feb 13, 2014. 04:18 PM | Likes Like |Link to Comment
  • McGraw Hill Financial: Very Good Progress [View article]
    Yes, I keep the faith, Chris. As you say in your article in Financial Orbit the credit rating agencies form a oligopoly and thus they are insulated from competition and have strong pricing power.

    I consider these to have durable competitive advantage. Indeed it is not a coincidence that Mr Buffett holds shares in MCO.

    Of course, one cannot expect the same performance as in the last 12 years. But we can expect a steady, robust growth. I am into MHFI for the long term.
    Feb 12, 2014. 03:13 PM | Likes Like |Link to Comment
  • McGraw Hill Financial: Very Good Progress [View article]
    I have the feeling that the analysts are upping the expectations for earnings growth for 2014 (14.23%) and 2015 (13.26%).

    Correspondingly the share price is reaching all time highs.

    (Long MHFI)
    Feb 11, 2014. 05:00 PM | Likes Like |Link to Comment
  • Union Pacific Corporation: Perfectly Poised To Grow [View article]
    Why is the split of importance?
    I am also long UNP. But not sure right now, at an all time high, it's an ideal moment to buy/increase.
    Feb 11, 2014. 04:56 PM | 1 Like Like |Link to Comment
  • Load Up On SodaStream Especially If It Drops To $30 [View article]
    Nice rebound for SODA today but I am also skeptical for the long term.

    I used to hold shares, I bought the machine with the very positive attitude that I will be using the machine but... no I gave up using the machine and that made me sell the shares too...
    Feb 11, 2014. 04:47 PM | Likes Like |Link to Comment
  • Visa: Is It The Best Long-Term Stock In The Credit Services Sector? [View article]
    You know, Stan, I am looking at this article again...

    Your title is utterly wrong. You ask the question about the long-term and your reasoning is all about the short-term...
    Feb 9, 2014. 12:21 PM | Likes Like |Link to Comment
  • The Stock Market Is Down 5% Year To Date, Now What? [View article]
    Indeed this bleep will mean nothing in 10 years, probably even in 6 months.

    After the Friday rally SPY is down only 2.8% from its peak.
    Feb 9, 2014. 09:37 AM | Likes Like |Link to Comment
  • Alliance Data Systems Corporation beats by $0.06, beats on revenue [View news story]
    Outstanding fundamentals! The stock is up 10% already. The TTM p/e must is now 26 and the forward p/e 21.
    This stock has more upside in the next few months.
    (I am long ADS)
    Feb 6, 2014. 03:16 PM | Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    Good maths, dgulick!

    (It's another matter that I do not consider it possible to value AAPL and for that reason it's better to stay away.)
    Feb 5, 2014. 03:22 PM | 2 Likes Like |Link to Comment