Seeking Alpha

jimdaly

jimdaly
Send Message
View as an RSS Feed
View jimdaly's Comments BY TICKER:
Latest  |  Highest rated
  • ARM Holdings: This Will End Badly For Shareholders [View article]
    Hmmm, thanks Jim, but I cant figure that out from the GBP/USD exchange rate and the ratio between the two prices. Don't worry about it - I will do a bit of research. Best thing to do is sell both of them!!
    May 5, 2013. 06:58 PM | Likes Like |Link to Comment
  • ARM Holdings: This Will End Badly For Shareholders [View article]
    Could someone enlighten Thicko here (i.e. me) as to how ARM trades on NASDAQ at $48.50 a share and on the London Stock Exchange at £10.32 per share. Are they two separate companies or what am I missing?
    May 5, 2013. 03:50 AM | Likes Like |Link to Comment
  • It's "death bells" for commodities, says Citigroup, calling 2013 the year in which it's realized the commodity supercycle is over and a new era in which the relative performance of how "stuff" performs against each other and other assets is what matters. Specifically on oil, Citi calls Q1's move higher without merit and expects the recent downtick in prices to continue. [View news story]
    Absolutely right. It never ceases to amaze me that no-one ever does a look back to see how accurate someone's previous Comments/Forecasts were when they come out with a forecast like this. My granny could come out with a new forecast every day if no-one looked at how good her previous calls were. Note how you never see another Wall St analyst bashing a forecast made by a rival - you (don't) scratch my back ...................!
    Apr 12, 2013. 06:47 PM | 3 Likes Like |Link to Comment
  • Herbalife's Tragic Flaw: Understanding Inventory Loading [View article]
    Good call, Matt. This is a house of cards waiting to collapse. I guarantee you the next set of auditors won't give them as easy a ride as KPMG did. Here's another supporter of yours - http://bit.ly/Za5IiZ - I wouldn't be surprised to see this share finish the year in the single digits.

    Jim.
    Apr 10, 2013. 09:54 PM | Likes Like |Link to Comment
  • The Glitter Is Wearing Off [View article]
    It depends on your time horizon and when you entered. I'd say most people would consider a 3,5 or 7 year time horizon 'normal'.

    Do you want to compare the price of Gold against Coca-Cola, JNJ or WMT over any of those 'normal' time horizons? I know where I would sooner have had my money.

    We've had a 20% correction from a 500% rally. It's hardly a sucker game.
    Apr 5, 2013. 11:24 AM | 2 Likes Like |Link to Comment
  • Reality Will Set In For LinkedIn, Reiterated As Sell [View article]
    You forgot to mention Insiders selling huge amounts of their holdings at every opportunity. That is the biggest red flag of all. Run for your life!

    We are all members of LinkedIn but they won't generate any revenues from us. It is a glorified business directory and has no USP. Facebook could kill them tomorrow if they approached it in the right way.

    It closed at $123.82 on Friday. I will be back here in 6 months time saying "I'm not the type to say I told you so, but .......!"
    Feb 3, 2013. 01:01 AM | Likes Like |Link to Comment
  • How Best To Short Gold - Miners Or Metal? [View article]
    So what if he using his "artikels and seekingalfa for propanganda" - that's what all of the contributors on this site are doing!!

    Macro Investor should be judged on his performance, as all analysts should, not on their clear and shameless self-promotion (!), which is the stock-in-trade of all journalists. It's the only way they get noticed these days.

    At least he knows how to use a spell-check. Jeez.

    Now, Macro Investor, where/how can we verify that your recommendations have consistently made money. We await the evidence before the people can speak.
    Jan 12, 2013. 09:35 AM | 1 Like Like |Link to Comment
  • How Best To Short Gold - Miners Or Metal? [View article]
    Every fool is long Gold at the moment. It's been the obvious play for the last year and has still gone nowhere. We will see $1400 before we'll see $2000.
    Jan 11, 2013. 12:31 AM | 5 Likes Like |Link to Comment
  • How Best To Short Gold - Miners Or Metal? [View article]
    Cannon Fodder, as I suspected before I looked at all your Comments in one place, you are panicking with your massive 'long and wrong' position in gold. Admit it!

    Its going to take a lot more than slagging off a few Bloggers to get you back onside on your positions above $1800. Did we buy on margin aswell, perchance?
    Jan 11, 2013. 12:28 AM | 4 Likes Like |Link to Comment
  • Selecting Stocks From The Bottom Of The Cliff [View article]
    Pity he didn't state that at the beginning and save us all a valuable 2 minutes. I'll never get that 2 minutes back and I know I'll have a need for it at some stage.
    Jan 11, 2013. 12:10 AM | 3 Likes Like |Link to Comment
  • The Curious Collapse At Las Vegas Sands [View article]
    Are you serious?! "In investing the outcome like a dividend is fairly certain."

    Would you like to elaborate on that?
    Jan 10, 2013. 02:44 AM | 1 Like Like |Link to Comment
  • LinkedIn Hits 200 Million Registered Users Worldwide -- Adding New Users At Rate Of 2 Per Second [View article]
    Here, here. While I use the site regularly and do find it good for checking out someone's background, I would never pay a cent for the service and never even notice, let alone click on, the ads. It is a glorified business telephone directory and nothing more. Also, i dont plan to be doing much business in Turkey, Colombia or Indonesia any time soon. At some point the advertisers will wake up and smell the coffee.

    With the principals heading for the exit with share sales at every opportunity, its only a matter of time before the bubble bursts. Not only would I be a seller at $113, I'd be a seller at half that! Run for your life.
    Jan 10, 2013. 02:34 AM | Likes Like |Link to Comment
  • We See What We Want To See [View article]
    Tom,

    It's human nature in every walk of life for people only to see what they want to see, so your perspective on financial markets similarly holds true.

    On a not unrelated matter, why role do you think Volatility plays in all of this and why do you think volatility has been so low for long, considering the multitude of snakes in the grass on all continents?

    Jim.
    Jan 6, 2013. 05:29 AM | Likes Like |Link to Comment
  • The Curious Collapse At Las Vegas Sands [View article]
    It never ceases to amaze me the number of people who view Casinos as 'gambling' but view the stock market as 'investing'. There is no difference in risking a certain amount of money for an uncertain return, whether you are doing it on Wall St or the Strip in Vegas.

    In Vegas they are up front about it - you know you are never going to win, but they give you free drinks to soften the pain.
    Jan 5, 2013. 09:01 AM | Likes Like |Link to Comment
  • LinkedIn: Underperforming, Declining Net Income, And Unabated Insider Selling [View article]
    If anyone has links to any recent Broker reports recommending LinkedIn as a Buy, it would be great if they could be posted here. I'd be very keen to hear how their own Brokers would respond to this.

    Personally, I believe it is a $25-$30 stock but the market can stay irrational longer than I can stay liquid.
    Jan 2, 2013. 03:38 PM | Likes Like |Link to Comment
COMMENTS STATS
17 Comments
21 Likes