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katmandu100

katmandu100
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  • Frontier Communications - This Time It's Different [View article]


    It is too risky to buy FTR at P/E of 49. I owned FTR in the past,
    and will buy wheb the price will be more attractive.
    Mar 26 12:42 PM | Likes Like |Link to Comment
  • Asset Allocation And Rebalancing Review: Feb. 11, 2014 [View article]
    Thanks,

    Interesting commentary.
    Feb 12 09:15 AM | Likes Like |Link to Comment
  • Why Spring May Matter More Than Winter For Natural Gas [View article]
    Bottom Line: The weather outlook for the second half of February and March will dictate short-term price movements, while the pace of injections in April and May will shape the outlook for the rest of the year.


    This commentary looks only at half the story. You should also take in account the
    stock market. A big dive or rise in the market will influance prices due to sentiment.
    Also if prices are high enough you will see more coal coming into play and the inventory
    will be higher. Another importent considration is imports of NG from canada if
    prices continue to be high.
    Feb 10 11:12 PM | Likes Like |Link to Comment
  • Risk-Off Has Not Done This Since Early 2013 [View article]

    Good commentary.

    Thanks
    Jan 23 03:36 PM | Likes Like |Link to Comment
  • The Real Disconnect Between Main Street And Wall Street [View article]
    "In summary, I believe the market will take a significant hit in 2014. The realization that the Affordable Care Act is one of the largest tax increases (that is what the Supreme Court ruled after all) the US has seen in quite some time and will be a significant topic of conversation. "

    You are right the market will take a hit in 2014.
    This is nothing to do with the Affordable care act, but simply
    this market is overvalued. It is hard to know how the affordable act
    will effect the economy.
    Dec 8 01:55 PM | 3 Likes Like |Link to Comment
  • The Trend Toward Part-Time Employment Continues To Weaken, But Very Slowly [View article]
    Excellent commentary!

    Another important area is the temporary work situation.
    It is not only hard to get a job, but even harder to get a
    permament position. Companies found that there is no need
    to hire directly, since it is cheaper and easy to fire with no pain
    to the employer if they hire ain regular jobs temporary.
    I worked in two companies that many of the work force
    who worked for years were temporary.
    Nov 14 03:43 PM | 1 Like Like |Link to Comment
  • The U.S. Dollar, The Euro And Their Influence On Gold Prices [View article]
    I am long silver, and believe silver will move higher sooner
    or later. We will see the Dollar move down due to a reversal
    in the US stock markets, also the debt of the US is very high
    and treasuries will be worth much less. If that is correct, then
    gold and silver which has also an industrial use will go up
    significantly.
    Nov 6 10:48 PM | 2 Likes Like |Link to Comment
  • What The End Of A Greek Tragedy Means For Investors [View article]
    It willl be Interesting to see what the fiscal drag effect
    will be on the GDP of these countries.
    Nov 1 02:02 PM | Likes Like |Link to Comment
  • Buffett Is Right On Gold Investing [View article]
    I agree that in the sort term gold will not move higher.
    The question is more the long term. The stock market is
    at all time high, and will need to catch gravity sooner or
    later. The US Treasuries are overvalued since the debt
    is so high, and one day we will see the value of these treasuries
    move down.
    I am long silver, and believe the value of silver will move much
    higher due to gold and its own industrial use.
    Nov 1 10:03 AM | 4 Likes Like |Link to Comment
  • Colgate-Palmolive EPS of $0.73 in-line, misses on revenues [View news story]
    Not good enough performance, revenue is weak.
    I will not be surprised to see this stock moving down in the
    future
    Oct 24 04:30 PM | Likes Like |Link to Comment
  • The S&P's Tragic Rise Will Continue [View article]
    Good article,

    Thanks
    Oct 17 09:48 AM | 3 Likes Like |Link to Comment
  • Is This The Top? Preparing For The Fed's Exit [View article]
    You are right that the stock market increased by big % due to
    the fed easy money, and it is unbelievable (almost) that bad
    macro economics news is good news. The logic is that
    now the fed will not taper. Financial engineering can work maybea little, but not much. I am also long TZA although I know the risk ishigh for this stock especially for long term hold. It will be interestingto see if the stock market will be able next year to stay at this level, I think there is a good chance we will see a correction next year.
    Sep 17 12:45 AM | 1 Like Like |Link to Comment
  • Cocoa: Precipitation Should Assist In A Correction [View article]
    What happened with Mr. Bradbard commentary?
    Sep 6 01:05 PM | Likes Like |Link to Comment
  • Cocoa: Precipitation Should Assist In A Correction [View article]
    "In previous analysis I've also pointed out the strong correlation cocoa has to the British Pound which has started to retrace in recent sessions."

    I will be interested to know why there is a correlation to the British Pound.
    Aug 27 10:57 PM | 1 Like Like |Link to Comment
  • Coffee - A Cup Of Joe For Your Portfolio [View article]
    I believe coffee will be up, but just now there is an oversupply.
    I was reading around a month ago that farmers in Brazil
    are moving out of coffee due to the low price, and in Central
    America there is a disease called coffee rust.
    I am long coffee.
    Here is an article about the disease.

    http://bit.ly/163phwC
    Jul 23 10:38 PM | 1 Like Like |Link to Comment
COMMENTS STATS
44 Comments
27 Likes