robert99

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.

Ten Attractive Japanese Stocks

Any of these trade on any of the big US exchanges?

5 Reasons to Watch South Africa's ETFs

I prefer AFK, which has less exposure to South Africa and more to other smaller economies. Either way is fine though.

Is It Time to Start Gold Prospecting?

Everyone's devaluing competitively. Gold and silver will probably continue to rise.

Natural Gas Currently Offers the Best Near-Term Investment Opportunity

Everyone's a bear. Start buying large producers with enough cash on hand to cover their debt, and keep buying them until gas comes back up.

Genzyme: Near Term Sell, Long Term Buy

Just started researching GENZ, and I'm so glad I stumbled across this fantastic article. Thanks to the author, and a job well done.

Big Gains for Intel

If only INTC would drop down to $10 so I could buy more...

JPM Beats - But How?

We allow it because we are too ignorant to know what's going on and too lazy to expend the energy necessary to find out. The majority just isn't going to care enough to do anything about the state of things unless their level of comfort declines drastically in a very short amount of time - say, as in... an economic collapse. As long as the FED keeps the music going, people's attention will continue to be focused solely on the chairs, and nowhere else...

Future Gloomy for Ambac, MBIA - Berkshire Likely to Emerge as New Bond Insurance Leader

Interesting, I had not considered this angle on BRK. Makes sense though - thanks.