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Mitch Zeitz

Mitch Zeitz
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  • The Incredible Shrinking Earnings Forecast [View article]
    Great write up Eric. Of course, the sell-side analysts have been playing this game forever and no one who has been in the game long takes any of it seriously. The risk just keeps piling up in this market with stretched PE's, low quality earnings growth and highly leveraged balance sheets. We're now at the "I sure hope someone buys us out" stage of the market cycle, aka "greater corporate fool".
    Mar 29, 2015. 10:00 AM | 2 Likes Like |Link to Comment
  • Credit Growth In India Yet To See Pick Up, Bank Earnings To Be Under Pressure In 1H 2015 [View article]
    Can we really believe that HDFC is growing credit at 2X the market rate and yet has NPA's at 1/4 the market rate? Something doesn't smell right.
    Mar 29, 2015. 09:42 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: The Market Is Clearly Mistaken About This One... A Textbook Case [View article]
    Good info Alexander, thx. While small amount is floating-rate, most of it would have to be rolled over at higher rates if rates increase.
    Mar 29, 2015. 09:28 AM | Likes Like |Link to Comment
  • Salesforce Makes Political, But Not Yet Economic, Statement Over Indiana [View article]
    Does this mean that Salesforce won't have Metallica playing any events in Indiana?
    Mar 28, 2015. 04:47 PM | Likes Like |Link to Comment
  • Banco Central do Brasil Denies Its Own Self-Destructive Measures [View article]
    Great work and love the Baghdad Bob reference!
    Mar 28, 2015. 10:25 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: The Market Is Clearly Mistaken About This One... A Textbook Case [View article]
    I think the market has this one right... the company jumped out of the frying pan into the fire when they went deep into debt to buy oil exposure just before the crash in oil. Copper will probably see a similar fate soon as the China building bubble bursts, then Freeport will spend years figuring out how to service its mammoth debt (or not).
    Mar 28, 2015. 10:16 AM | 4 Likes Like |Link to Comment
  • When $100 Gets You A Sandwich And A Coke [View article]
    I agree with the author that Argentina has wonderful food and terrible government.
    Mar 26, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Distinguishing Curves [View article]
    Very interesting piece!
    Mar 25, 2015. 11:47 AM | Likes Like |Link to Comment
  • Use Your Illusion I: Summary And Conclusions For Prospects On S&P Sales Growth [View article]
    Congratulations on a well researched, and thoughtful series of articles. Thanks for your efforts!
    Mar 23, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • MercadoLibre - New Data Reveals Recent Initiatives Are Driving Improved Monetization [View article]
    Interesting initiatives, thanks for the update.
    Mar 20, 2015. 01:22 AM | Likes Like |Link to Comment
  • Is Elon Musk Giving Up On Battery Swaps? [View article]
    Pure subsidy scam as clear as day. Very cynical manipulation by Musk.
    Mar 19, 2015. 03:09 PM | 8 Likes Like |Link to Comment
  • Outerwall - The Company Everyone Loves To Hate [View article]
    I agree that this business model may have longer legs than expected. People still read newspapers and magazines despite the internet. Picking up a cheap DVD (which is often better picture quality) on the way home, might still make sense if return happens to be convenient and the price differential with streaming is large enough.
    Mar 19, 2015. 02:32 PM | Likes Like |Link to Comment
  • Revoking Dr. Copper's PhD: The Red Metal Doesn't Correlate To The Overall Economy [View article]
    Interesting info, thanks.
    Mar 17, 2015. 09:18 AM | Likes Like |Link to Comment
  • Night Of The Curling Laminates [View article]
    "Investors in LL probably feel like they've been debarked, de-limbed, re-sawed, crosscut and fine-grained in a sawmill. It is now too late for them to knock on wood."

    Good stuff!
    Mar 17, 2015. 08:51 AM | 1 Like Like |Link to Comment
  • What's In The Box? Nothing Good, Apparently [View article]
    Very good article, thx for the clear headed analysis.
    Mar 16, 2015. 11:47 AM | Likes Like |Link to Comment