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what do I know

what do I know
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  • Pan American Silver CEO Outlines Benefits Of MFN Acquisition [View article]
    As an investor in PAAS and SVM I would have liked if you could have somehow connected all these writings to future of the share price movement of PAAS. Otherwise your writing is full of information and probably people would read it and PAAS would see it properly valued in the market.
    Feb 22 04:59 PM | Likes Like |Link to Comment
  • Apple: A China Syndrome That Could Explode [View article]
    I am curious about your statement, " Apple pulling something from Amazon.com...) What is Apple pulling and from whom???
    Feb 17 01:57 PM | Likes Like |Link to Comment
  • Basic Materials Continue Free Fall [View article]
    Reading your article one question comes to mind, Is China the whole world? Is China controlling the development of the rest of the world? Why the rest of the world let it happen that way. It is like Walmart controlling its suppliers about prices and may be the same way Apple is controlling its supplier. The rest of the world should try to get out of this China Syndrom, it might be a big country but it is still a poor country. We should not rely on a poor big customer so much. Thank you so much . Now I know I am stuck with my basic materials position for some time until another poor country, India comes to the rescue.
    Feb 15 11:24 AM | Likes Like |Link to Comment
  • Mr. Market And Chesapeake's Monetization Plans [View article]
    I have never used this to describe anything, but CHK is a dead duck. Otherwise why should it retrace from near $35 to where it is now???
    Feb 13 04:57 PM | 3 Likes Like |Link to Comment
  • Is There A Smart Phone Glut? [View article]
    Dont please misunderstand me, you have here a great piece. May be the following few sentences would not be out of context:
    . One of the words you mention is "market" and it may not be clear that you mention the location of the market. For some of the vendors the world is the market (I see the whole world in his hand ) and for some the market is their own backyard.
    If the whole world is the market, the market may not ever see a glut of smart phones but for a localized market you may be correct.

    . Now comes the second issue, "time period" is a silent variable here, in the long run we are all dead. So, what time period do you see here and you know the R & D is working 24/7 to keep the consumers interested in their products. And you may know, the world is evolving, people want better things and once smart phones are recognized as a device that defines twenty first century living and R & D is not sleeping at the wheel ( Like Sony's and RIMM's) the smart phones life cycle may have a long half-life. So, the "bottom line" is the management, how alert is the management.
    Feb 13 04:47 PM | Likes Like |Link to Comment
  • Apple: We Ain't Seen Nothing Yet [View article]
    You are the greatest! But, i stumbled when I came across "if Apple was.." and that turned me off. Whole year last year people were clamoring for equity when AAPL was valued by the market at a low multiple, everybody was saying why this injustice and then came this jump in February, 2012. Who told you that history will not repeat itself in 2012 for Apple, it will remain undervalued throughout 2012, people will verify that Law of Large Numbers don't apply to Apple yet, the market is not saturated by Apple products yet, Samsung and Motorola Mobility did not choke off Apple's growth yet and then by February of 2013 it will make up for the lost time resulting in AAPL being 600! Nobody beats the market but I don't know what is market. Do you know what will be AAPL's p/e in 2012, how much would be the dividend and how the market will react, what would be the demand for Apple's T.V., and iphone 5 when is it coming? Bye.
    Feb 10 09:32 AM | Likes Like |Link to Comment
  • NCR Corporation Has Plenty Of Room To Continue Its Impressive 2012 [View article]
    to come to think of it, such a wonderful company brought nothing but misery to AT&T!
    Feb 9 09:09 AM | Likes Like |Link to Comment
  • What An Apple Dividend May Look Like [View article]
    when you say "variable" the dividend could as well respond to a decrease in eps and the "rate at which eps increases " and human being is such that does not react well to a decrease in what he receives.( expectation comes into play )
    Make that dividend payable increase year over year like P & G or JNJ and that will be good enough. Let the eps grow at its own pace and dividend same way at its own pace and don't tie the together.
    Jan 26 09:26 AM | Likes Like |Link to Comment
  • Why Google Should Buy Research In Motion [View article]
    You seem to be very systematic blogger and that is why i'd like to know what Goog has in mind for motorola mobility ( did not Goog buy this company)?
    Jan 24 02:34 PM | Likes Like |Link to Comment
  • Options Portfolio Update: Time To Roll Forward Some Positions [View article]
    you have sold all these puts and forgot to mention the capital requirements to go short on so may put options. Also, maybe you may kindly state how many months you had to keep the capital tied down to support the portfolio.
    Jan 19 09:27 AM | Likes Like |Link to Comment
  • Has Apple Lost Its Mojo? [View article]
    Jensen: I think you are just trying to figure out how many people are there who think like you, re: Apple going back to $360-375.

    I am bewildered why anybody should buy if it traces back to $365-375 as it would happen only if something like earthquakes 8.00 measure phenomenon happens and then investors need to evaluate Apple fresh. How could anyone say that Apple would show $100 b in cash and be worth $360.! If you take out cash the share price would be $260.00 . Are you trying to brain wash people with negative energy? I know you can do better than this blog.
    Jan 15 04:15 PM | 1 Like Like |Link to Comment
  • 7 Stocks That Will Not Bounce Back In 2012 [View article]
    You are so nice to warn the individual investors about these stocks. But, I'd venture one question, no actually more than: for Apple's share price movement people have talked about Law of Large numbers from , say, early 2011 and every parameter of valuation related to Apple has exhibited growth. How long do you think Apple would be able to keep this Law at bay to keep its shareholders happy. Also, when do you think this Law would start to creep up for AMAZON.com?

    That's all. Thank you.
    Jan 13 03:18 PM | Likes Like |Link to Comment
  • Amazon Grossly Overvalued, eBay Grossly Undervalued [View article]
    You have done a wonderful job of putting down the relevant statistics. I have only one question related to AMZN, when there is no past record of a uniform growth in earnings ( actually no eps growth for 2011 and 2012 as well, by the company's own declaration) how do you see the growth for future to come? Also, if you just see the P/E for the current period you may see the sky kissing number somewhere above 80.

    But anyhow, you have proved in your own way that AMZN is overvalued and might have suggested the appropriate P/E.
    By the way the CEO and Chairman and founder owns 80 million shares ( which could be about be about 20% of total and make him the largest share holder ) and nobody speaks over him at the Board and may be the market maker to monitor the lofty share price.
    Jan 11 04:39 PM | 1 Like Like |Link to Comment
  • Lack Of Refinancing Holds Back Economy - But Boosts Creditors [View article]
    very insightful article. So, you are saying that the refinanced mortgages still pay higher rates than available elsewhere and thus the banks holding these mortgages demand higher prices for resale to investors in MBS and thus reduces the demand for MBS. Fine, so what is the solution? Also, you make a point that those mortgagors who would derive most benefit from refinancing are people under water and are unemployed.

    So, the ultimate answer to our housing problem is more employment. Why don't you say so at the first place!
    Jan 10 05:01 PM | Likes Like |Link to Comment
  • Apple: The Hand That Rocks The Cradle [View article]
    I know of valuation using eps or dividend taking into account the growth in these two variables. I have to find out how "free cash flow" sneaked into the valuation scheme. One question: where would XOM be during this time?
    Jan 9 12:02 PM | Likes Like |Link to Comment
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