Seeking Alpha


Send Message
View as an RSS Feed
View JPnhy's Comments BY TICKER:

Latest  |  Highest rated
  • Spirit Airlines: 6 Charts That Tell Us Why It's Worth A Look [View article]
    Their margins are impressive, I expect tthey can resume their growth numbers, which have been not as good as expected in the past Q
    Aug 27, 2015. 11:02 AM | Likes Like |Link to Comment
  • Tracking George Soros's Portfolio - Q2 2015 Update [View article]
    Has he been selling some calls in the recent storm
    Aug 27, 2015. 09:43 AM | Likes Like |Link to Comment
  • Tracking John Paulson's Paulson & Company Portfolio - Q2 2015 Update [View article]
    Paulsons portfolio saw a big stake in GLD, which became the worst holding for years.
    Aug 27, 2015. 09:31 AM | Likes Like |Link to Comment
  • Q2 GDP growth estimate raised to 3.7% [View news story]
    THe good news for the US?
    Aug 27, 2015. 08:54 AM | Likes Like |Link to Comment
  • NQ Mobile +38.6%; company strikes deals to sell NationSky, FL Mobile [View news story]
    This is a fraud, and it will continue to be be a fraud, I would not get any close to buy any of this products.
    Aug 27, 2015. 08:30 AM | Likes Like |Link to Comment
  • Is This The Big Market Correction? [View article]
    I think this pullback could not be over, but this year is differnt in the US, there is not a monetary policy that is pushing forward like QE, the stock prices, and now it is mostly tied to what rate hikes they got in the arsenal. If they raise rates, a more consistent pullback will occur.

    But it was agreed it was necessary .
    Aug 26, 2015. 04:25 PM | Likes Like |Link to Comment
  • Rate hike expectations: Come back in 2016 [View news story]
    Their fundamentals are still lagging .Inflation and eages are no more than in stall mode.
    Aug 26, 2015. 04:16 PM | 1 Like Like |Link to Comment
  • China Internet Selloff In U.S. Fueled By Panic, New Realism [View article]
    You state ALI BABA shares are overvalued, while they have lower PE and PEG than many other peers. BEing overvalued on what metrics, then? If the author recalls corectly AliBaba made the IPO of the year, and nearly doubled its price. And they have not shed growth since theat point, instead, they made net earnings drop a bit due to investments and expenses. Even more,BABA is still in full expansion mode. SO I expect it to recover soon, and this could be a really cheap price for buying.
    Aug 26, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • TD Ameritrade swamped with complaints over trading [View news story]
    its service is simple, and no matter how deep is the look it is perfectly comprensible thet keeping it simple is the best way. I belive that trading and discpline , not being emotional, are keys to success. This highly volitle markets are prooving otherwise, but nobody seeems to really care, as you only live once.
    Aug 26, 2015. 04:08 PM | Likes Like |Link to Comment
  • TD Ameritrade: Increase In Assets Will Drive Value [View article]
    They offer a huge variety of products, which are suited for all investors or speculators. They dont force anybody with resarch and they offer a great usability, it is very very easy to understand and to use the system. I highly recommend this company.
    Aug 26, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • What Every Investor Must Know About China [View article]
    This is a cycle, and the point here is to understand that booms and busts are natural ,and could should be taken as such. Governments lack the power to control those cycles, any orthox econmist is aware of that. Governments are there to accel or deccel expansions and contractions. Which does not mean they are not going to occur anyway. These are totally differnt form bubbles which affect only part of the economy.
    Aug 26, 2015. 03:49 PM | Likes Like |Link to Comment
  • What Every Investor Must Know About China [View article]
    What is the real problem with that, all governments are hidding real data. That is not comparable to a lye, but if the FED raises the rate, that is or not a bullish sign for a market? Investments go far beyond cycles, China has expanded for long time, it could be perfectly OK to take a stop, to pause for 5 yrs?
    That would not be catastrophic.
    Aug 26, 2015. 03:46 PM | Likes Like |Link to Comment
  • What Every Investor Must Know About China [View article]
    However, they are still the worlds factory. And they still grow at 4% which is much higher than any other country ,they hold huge reserves, which could be used to back debt, and they hold strategic investment in many countries. They now are 18 % World GDP.

    So why would the world enter a new recession? Fears are overrated. JPN, EUR, US growing, and soon will EMEA again. China is not their capital markets.
    Aug 26, 2015. 03:35 PM | 1 Like Like |Link to Comment
  • What Every Investor Must Know About China [View article]
    But do you belive that China could switch to a service heavy industry in replace of the all time best growing industrials? They are not willing to that, period, because Chinese belive they neeed to be centrailzed, they need to be controlled, they need the state, the government. The people dont feel free to do whatever they like and they actually enjoy working for coroporations which expliot them. They belive their goal is to make a contribution to society, and that is by working. They dont belive in freedom of speech, of labor, of companies.
    I dont think there is a real problem there.
    Aug 26, 2015. 03:34 PM | 1 Like Like |Link to Comment
  • China Moves To Calm Global Markets [View article]
    ISnt China a huge holder of US treasuies, what are those funds for if they cant use them to spur growth to where they really want it.
    Aug 26, 2015. 03:24 PM | Likes Like |Link to Comment