David Barsan

23 Comments

    • How Nike Dropped the Ball on Nadal [view article]
      Whenever I'm in a Nike store, the Nadal pants are always on sale (weak demand). I would also say that while he is a favorite of tennis fans, Nadal's look is not necessarily something people want to emulate...maybe a fanboy few. He is by far my favorite tennis player, but I have no desire to stop sporting my old-school short shorts and polo shirt. I think Nike stands to gain far more by appealing to more people, but I also hope Nadal doesn't switch anything up because whatever he's doing is working! Aug 26 03:59 PM
    • Feasting on BJ's Restaurants Stock [view article]
      I applaud SA for the title of this article....made me laugh out loud.

      As for BJRI, I too enjoy their restaurants, and will now be researching the stock...thanks for the article.       Aug 22 09:31 AM
    • Ten Reasons Why I'm Waiting to Buy PotashCorp [view article]
      #4 is exactly why it seems to me that people misunderstand POT and other fertilizer companies. Let's say that you're scenario plays out, and they do cap it at 9 billion gallons, and corn prices come down. Do you think those corn farmers who now aren't going to plant as much corn will now plant NOTHING? Not likely....they'll plant something else, and use fertilizer to maximize the yield.

      The stock price may well come down, but I just keep seeing that same argument used about 'if commodity prices come down then POT will be worse off'....that doesn't have any impact except as a self-fulfilling prophecy because people actually believe it.       Jul 28 11:16 AM
    • Asset Class Correlations [view article]
      excellent! Jul 22 08:25 AM
    • ConocoPhillips: Why the Sell-off? [view article]
      nice fish...I enjoy fly-fishing and buying undervalued stocks as well =) Jul 18 09:56 AM
    • Is a New Trading Range In Store? [view article]
      What's your thought on the fact that this most recent rally to resistance has been on pretty lackluster volume and breadth? It seems breadth was more positive last week, but the volume hasn't been as strong as I'd imagine it would be on a breakout to significantly higher levels than where we are. May 05 02:07 PM
    • Assessing the Odds of Another Rate Cut [view article]
      And if noticed that Eurozone inflation is much higher than they would like it to be, the dollar appreciating doesn't seem like a given either, which would be one way to stem the rise in commodity prices. I agree, the Fed is in a box, and at this point, it seems like further rate cuts aren't going to do anything more to stimulate this economy. I'd rather they focus on CONTAINING inflation, even if they don't start actively fighting it..... Apr 16 10:09 AM
    • Wall Street Breakfast: Must-Know News [view article]
      On a very small level, the Dairy Queen I got to in Ann Arbor just reopened and their small Blizzard, which cost around 2.50 last year is now 3.40! I asked about it and was told that one of the large determinants of the price increase was higher-priced milk. Maybe Alan doesn't like ice cream? Apr 08 11:44 AM
    • Some Muni Bonds Appear Screaming Buys Here [view article]
      Obviously the "muni bond insurer" issue is at the forefront of the discrepancy, but I think you have the proverbial "baby getting chucked with bathwater" thing happening, and the "unshakable economic purpose" the author references looking for seems to be very sound advice.

      If the price is down simply because it's questionable the insurance wouldn't cover in the event of a default, but the reason behind the bond issuance was valid/needed/funded it seems we have some very good deals out there.       Mar 03 02:20 PM
    • Do Low Multiples Indicate the Market is Undervalued? [view article]
      Thanks for the article, Turley. I definitely think the ERP comments seem to be very true these days. Feb 21 12:19 PM
    • Consumer Prices: Fed Out Of Its Comfort Zone [view article]
      It seems to me that political pressures have caused the Fed to cut as much as they already have. The media and the general public seems much more focused on the "credit/housing crisis" than inflation. I assume builders/lenders/banks will continue to pressure the Fed to continue cutting and/or keep rates low for the short-term. My assumption is inflation has higher to run before the Fed decides to do something about it. Only an opinion....what do others say? Feb 20 03:22 PM
    • The Week Ahead: The Fed Will Not Cut [view article]
      I hope you're right, Mr. Greek. I think there is political pressure to cut rates and I think oil has pulled back enough for the Fed to somehow justify a cut....I'm crossing my fingers that Bernanke and Co. don't start cutting too far too fast like ol' Alan. Dec 11 08:28 AM
    • Should Wall Street Turn Over Bonuses to Subprime Victims? [view article]
      Last time I checked, Goldman wasn't out pushing $300k interest-only loans to people making $30k/year and approving them without a down payment. Wall Street giving up bonuses won't do anyone any good....that's ridiculous.
      Nov 30 04:49 PM
    • No Reason For National Oilwell Varco's Stagnant Stock [view article]
      I would acknowledge there is more competition when you go international, but I think it was Clay in the CC that spoke about the slightly better international margins and said he thought they could be maintained. International opportunities are growing and expanding all the time, in Asia, in Russia, in South America, especially with the national oil companies wanting to set up offshore for themselves. What markets and what competition are you referring to?

      My main point was still the positioning of the backlog, and that they are setting themselves up to benefit from the areas where there is strong growth right now, not just wading through a slow N. American market and biding their time.       Oct 29 01:18 PM
    • Subprime Crisis Demonstrates Need For Hedge Fund Regulation? [view article]
      My question is this...without more regulation and disclosure in the hedge fund industry, aren't we pushing the limits of the efficient market theory? If markets are efficient partly because of publicly available information, it seems that the lack of readily available information about CDOs, CLOs, CDS and the like puts a lot of unknowns out there, thereby creating inefficiencies. The hedge funds aren't the only ones to blame, of course, you just happen to write about them =) Sep 06 11:57 AM
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