robert99

U.S. Debt May Undermine Long-Term Growth Prospects

Good basic article on the ramifications of excess debt.

DivX Offers Low-Tech Help to Hollywood Partners to Expand Reach

"I think people have greatly underestimated the size and the impact that USB films will have."

I agree, and now that DIVX has been sufficiently punished for past missteps and is trading at about 25% over cash on hand, it is time to buy. Let us not forget that DIVX is still profitable, even during the financial crisis. I think DIVX has first-mover advantage, and the widespread of adoption of DIVX technology in ALL DVD players is just around the corner.

Seaboard: Watching the Stocks that Nobody Watches

So where's the next one? A 300 bagger on even a small investment would make a substantial difference to my retirement.

Gold: The 'Lousy' Investment that Outperforms

"Not yet" indeed.

Gold: Weighing the Virtues and the Risks

I think we're at the beginning of the bubble. We'll see a large correction at some point, but when it will occur is anyone's guess. When it does happen though, it will probably be brutal. That will be the time to jump on the gold bandwagon.

Are Netbooks Just a Fad?

No, they are not a fad.

Intel: Dividend Boost Points to Renewed Confidence

Should have bought more than what I did earlier this year. INTC is a great company with bright prospects. Oh well.

The Reluctant Bull: My Portfolio

Haha, an excellent metaphor...


On Nov 09 11:53 PM svosavvy wrote:

>Yes yes I know this is an unholy
> spin on value investing, almost like watching Ben Graham go bungee
> jumping.

Are We Becoming a Nation of Renters? Investing for the New Housing Dynamic

On Nov 06 09:49 AM a fat panda wrote:
>Once we get leaders looking inward to produce better products for
> wider markets instead of looking outward to the hand of the government,
> our economy will recover. Our markets will reflect the improvement.
> And we will look back and say, I will never get into debt again -
> just like they did in the 30s.

Indeed.

Cedar Fair: Growth Opportunities in Amusements

"The business is seasonal with more than 100% of the profits generated in the spring-summer months."

More than 100%?

I did some research on FUN, and I like the company, but that's a lot of debt.

Is the Game Over for Wii?

The Wii will get a bump in sales for Christmas, but other than that, it is done. When it came out, I bought some NTDOY and a Wii to test it out, and came to the conclusion that the Wiimote could be a game-changer, but it would require innovation from Nintendo and third party developers to really do anything interesting with it. Unfortunately, no one ever did anything beyond the obvious. I made 100% on my original NTDOY investment, but I don't think I'll be picking any more up, even though it is damn close to the price I originally paid.

Sterlite: A Buy on Valuation?

Nice article, although it would have been better had you provided some background - the 'story,' as Peter Lynch said. I originally found SLT in early 2007, held through the crisis, and tripled my position when it went to the insanely low price of $5 in late 2008. SLT, along with INFY and TTM, are my India plays. I expect they will do well over the next 20 years.

Two Great Bounces: Comparisons Between 1929 and the Current Market

Yeah, that's disconcerting....

Olympics Rally Ends for Brazil Index Fund

I hold EWZ, and I've been waiting on a correction so I can grab some BRF.

Clunkers Program Cost $24K per Vehicle - Government Ready to Waste Even More

The policies of FDR set the socialism trend in motion - and calling a spade a spade adds plenty to the discussion.


On Nov 01 08:23 PM taxpro wrote:

> The same was said about the policies of FDR. We tend to label policies
> we do not like as socialism. It is a convenient label, but really
> contributes nothing to the discussion.