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rubicon59

rubicon59
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  • Are Japanese Businesses Worth More Dead Than Alive? [View article]
    Jasdaq-top-20 Index is up 4x since Jan1st. Yes 4x in less than 4 months.

    Has this ever happened to any index in history?
    Apr 27 03:01 PM | 0 Likes Like |Link to Comment
  • EMC Results Better Than Peers But Patience Has Run Out [View article]
    Last two times EMC was selling at these 10-x-FCF valuations was at bottoms of 2002 and 2009.

    So, yes, certainly, this now sounds like a good time to sell, because if you mis this moment, you may never catch it for the next few years.
    Apr 25 07:47 PM | 0 Likes Like |Link to Comment
  • Why Apple Should Borrow Cash and Pay Out a Whopping Dividend [View article]
    Still, even after all this, only promised to pay less then FCF earned forward. Nothing done about the monstrous $145b now locked up and away from its true owners.
    Apr 25 12:41 PM | 0 Likes Like |Link to Comment
  • Global Ship Lease: Undervalued and Undiscovered [View article]
    They spent almost nothing on CapX since 2008. Unless these are self-healing ships a massive capex spent should be due soon.

    What am I missing?
    Apr 22 06:36 PM | 0 Likes Like |Link to Comment
  • Too Cheap To Ignore - It's Time To Buy EMC [View article]
    I get it. IT hates "old EMC" but loves "new Microsoft"
    Apr 22 05:49 PM | 2 Likes Like |Link to Comment
  • Too Cheap To Ignore - It's Time To Buy EMC [View article]
    Do people complaining about lack of dividend understand how EMC **actually** has deployed its shareholder capital in the past 10yrs and to what return?
    Apr 22 03:28 PM | 2 Likes Like |Link to Comment
  • Tim Cook: The (Negative) $250,000,000,000 Man [View article]
    Locked up $130b of shareholder earnings (growing by $40b/year) under a mattress using a variety of lame excuses.

    A shameful act of shareholder stewardship while collecting nice salaries and accumulating stock options at better prices.
    Apr 21 12:53 AM | 0 Likes Like |Link to Comment
  • A Time Bomb In The Canadian Financials [View article]
    I don't know much about Canadian RE markets, but SA editors sure do excel at linkbaiting headlines. (Perhaps only Business Insider is in the same league.)
    Apr 4 01:42 PM | 0 Likes Like |Link to Comment
  • It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
    Repealing Glass-Stegall was a big mistake that will come back to haunt us.
    Apr 1 11:34 PM | 3 Likes Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    Hang lose.
    Apr 1 07:03 PM | 0 Likes Like |Link to Comment
  • Are Japanese Businesses Worth More Dead Than Alive? [View article]
    Every public Japanese company publishes detailed quarterlies and annuals on their websites. Nearly all include a detailed next-year forecast, often revised. It is a bit of a struggle, but one can always figure out the numbers with Google Translate. Deep qualitative analysis is much harder, if not impossible w/o Japanese language, but not always that necessary, if price is low enough.
    Apr 1 06:12 PM | 0 Likes Like |Link to Comment
  • AIG Is Expensive At Any Price [View article]
    What makes you believe AIG reserving is not adequate?
    Apr 1 06:08 PM | 0 Likes Like |Link to Comment
  • Are Japanese Businesses Worth More Dead Than Alive? [View article]
    I have one Japanese stock that's up 9x in less then 1yr. Many were so cheap last year, one didn't need to wait long.
    Mar 29 01:25 AM | 0 Likes Like |Link to Comment
  • Are Japanese Businesses Worth More Dead Than Alive? [View article]
    There are still tons of net-nets in Japan. However those have not been the best performers.
    Mar 27 06:38 PM | 0 Likes Like |Link to Comment
  • AIG Is Expensive At Any Price [View article]
    SA editors strike linkbait gold again with the headline.

    Benmoshe must be wasting his millions buying AIG stock?

    But what does he know about AIG, anyways.
    Mar 27 05:05 PM | 2 Likes Like |Link to Comment
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