Brett Samaha's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/651915/comments http://seekingalpha.com/article/281562/comments?source=feed#comment-1785851 1785851 Mon, 25 Jul 2011 16:18:02 -0400 http://seekingalpha.com/article/276447/comments?source=feed#comment-1725822 1725822 On the other hand, there are some fabulously gifted minds being drawn to finance that would better serve society elsewhere. For some reason, finance is a more rewarding field to enter than something that would be more productive (e.g. Physician).
Does anyone have any thoughts on why there is this apparent market failure leading to an extreme misallocation of human capital to finance instead of other fields?]]> Fri, 24 Jun 2011 07:40:30 -0400 On the other hand, there are some fabulously gifted minds being drawn to finance that would better serve society elsewhere. For some reason, finance is a more rewarding field to enter than something that would be more productive (e.g. Physician).
Does anyone have any thoughts on why there is this apparent market failure leading to an extreme misallocation of human capital to finance instead of other fields?]]> http://seekingalpha.com/article/276147/comments?source=feed#comment-1723702 1723702 August 20 Strike Put currently $.26. I think that put's price may increase if RIMM makes another move down, then possibly I will take the advice and short that put. Thanks for the thoughts.]]> Thu, 23 Jun 2011 09:47:13 -0400 August 20 Strike Put currently $.26. I think that put's price may increase if RIMM makes another move down, then possibly I will take the advice and short that put. Thanks for the thoughts.]]> http://seekingalpha.com/article/191764/comments?source=feed#comment-1722944 1722944 Wed, 22 Jun 2011 20:28:52 -0400 http://seekingalpha.com/article/274453/comments?source=feed#comment-1706448 1706448 I still believe there is good value in owning MSFT in the $23-24 area, but if there is another economic downturn, I don't think it will stay above 23.
Predicting Macro trends is not a skill at which I am particularly adept, so I try to stay market neutral in my positions (i.e. beta close to 0). ]]> Tue, 14 Jun 2011 09:03:05 -0400 I still believe there is good value in owning MSFT in the $23-24 area, but if there is another economic downturn, I don't think it will stay above 23.
Predicting Macro trends is not a skill at which I am particularly adept, so I try to stay market neutral in my positions (i.e. beta close to 0). ]]> http://seekingalpha.com/article/274453/comments?source=feed#comment-1706427 1706427 Tue, 14 Jun 2011 08:52:46 -0400 http://seekingalpha.com/article/274453/comments?source=feed#comment-1703435 1703435 Given these assumptions, I feel this strategy provides investable risk/reward. ]]> Sun, 12 Jun 2011 14:06:20 -0400 Given these assumptions, I feel this strategy provides investable risk/reward. ]]> http://seekingalpha.com/article/274188/comments?source=feed#comment-1699851 1699851 Fri, 10 Jun 2011 10:13:53 -0400 http://seekingalpha.com/article/274188/comments?source=feed#comment-1699815 1699815 Unfortunately, these are the rules by which banks must abide, and hopefully Basel III will make more sense than II. All of these issues points to the opaque financial statements to which I alluded in my article, and I can perfectly understand why these issues prevent investors from owning these stocks. For me, I am just keeping my exposure to the sector pretty small ]]> Fri, 10 Jun 2011 09:59:20 -0400 Unfortunately, these are the rules by which banks must abide, and hopefully Basel III will make more sense than II. All of these issues points to the opaque financial statements to which I alluded in my article, and I can perfectly understand why these issues prevent investors from owning these stocks. For me, I am just keeping my exposure to the sector pretty small ]]> http://seekingalpha.com/article/274188/comments?source=feed#comment-1698367 1698367 Thu, 09 Jun 2011 16:08:15 -0400 http://seekingalpha.com/article/273193/comments?source=feed#comment-1690129 1690129 I think most analysts dismiss Navteq and Siemens because they don't really make a lot of profit. I agree that these patents and technology are worth something, but in a distressed situation (which I don't believe NOK is in) Intangible assets tend to not get a very high price.
Do you have any thoughts on the profitability of Navteq if it were a standalone company? I can't quite figure out how much synergies exist between Navteq and Device and Services.]]> Sun, 05 Jun 2011 21:19:37 -0400 I think most analysts dismiss Navteq and Siemens because they don't really make a lot of profit. I agree that these patents and technology are worth something, but in a distressed situation (which I don't believe NOK is in) Intangible assets tend to not get a very high price.
Do you have any thoughts on the profitability of Navteq if it were a standalone company? I can't quite figure out how much synergies exist between Navteq and Device and Services.]]> http://seekingalpha.com/article/273288/comments?source=feed#comment-1689224 1689224 One question I have to anyone is: If QE2 were successful, would it lead to higher or lower long term interest rates? The point of the program is to increase long-term growth, therefore the increased anticipated growth should more than offset the decrease in rates associated with the purchases of long term treasuries. I am not saying the program was a success or a failure (above my paygrade), I am just wondering on what metrics we should evaluate the program.
With respect to the tax, I can see it acting as a tax to the extent the interest on 2 Trillion is not going to the private sector, but in theory that reduction in interest expense should be passed on to the taxpayer through lower taxes. In practice, it's not going to happen. ]]> Sun, 05 Jun 2011 10:12:20 -0400 One question I have to anyone is: If QE2 were successful, would it lead to higher or lower long term interest rates? The point of the program is to increase long-term growth, therefore the increased anticipated growth should more than offset the decrease in rates associated with the purchases of long term treasuries. I am not saying the program was a success or a failure (above my paygrade), I am just wondering on what metrics we should evaluate the program.
With respect to the tax, I can see it acting as a tax to the extent the interest on 2 Trillion is not going to the private sector, but in theory that reduction in interest expense should be passed on to the taxpayer through lower taxes. In practice, it's not going to happen. ]]> http://seekingalpha.com/article/271307/comments?source=feed#comment-1670177 1670177 I'd love to hear others' thoughts on these scenarios.]]> Wed, 25 May 2011 14:12:28 -0400 I'd love to hear others' thoughts on these scenarios.]]> http://seekingalpha.com/article/271299/comments?source=feed#comment-1668126 1668126 Tue, 24 May 2011 13:52:01 -0400 http://seekingalpha.com/article/270355/comments?source=feed#comment-1657684 1657684 40,000 Metric Tons in 2013. Plus the acquisitions' production.]]> Wed, 18 May 2011 14:37:32 -0400 40,000 Metric Tons in 2013. Plus the acquisitions' production.]]> http://seekingalpha.com/article/270355/comments?source=feed#comment-1657273 1657273 Wed, 18 May 2011 11:56:59 -0400 http://seekingalpha.com/article/269915/comments?source=feed#comment-1649942 1649942 Fri, 13 May 2011 23:40:11 -0400 http://seekingalpha.com/article/266535/comments?source=feed#comment-1621145 1621145 Fri, 29 Apr 2011 19:50:17 -0400 http://seekingalpha.com/article/266535/comments?source=feed#comment-1620521 1620521 Fri, 29 Apr 2011 14:34:59 -0400