Seeking Alpha

ali k » Comments |

Sort by:
Latest | Highest rated
  • Can Apple Remain the Unique Innovator It Was, Without Steve Jobs? [View article]
    Excellent article and analysis. Short of buying a good company at a good price - I have no solid reason to believe that this company is a shoe-in for long-term growth. It's quite possible that they will be - but the downside risks are too high. All it takes is one new innovative product, and Apple's stock price will fall.
    Mar 17 12:29 pm |Rating: +2 0 |Link to Comment
  • Attention Fund Managers: It's Time to Buy [View article]
    David - in all fairness - markets don't move up and down based on how you BELIEVE they will. We're at some awfully terrible lows, but we have no reason to believe this is the bottom! No sector in the globe has seen their bottom. "I believe the stock market rally in the next few days"?? Based on what? Without some numbers, figures, statistical evidence, even qualitative hard evidence, this is just speculation.
    Mar 06 09:11 am |Rating: +3 0 |Link to Comment
  • Market Headed to Retest Lows? [View article]
    This is quite some speculation without any sound ground at all. A few bad days doesn't do anything to the fundamental value of the S&P 500 or Dow Jones. It's quite a jump to say that we're retesting the lows. You could be right, but you could also win at Roulette the next time you're in Vegas (which I hear is quite crowded nowadays as desperation is getting higher).

    We need to have some statistical or quantitative reasoning to believe the market is retesting new lows. Just a few bad days isn't enough. All that is is a "gut feeling," which isn't how billionaires make their money.
    Jan 15 10:34 am |Rating: 0 0 |Link to Comment
  • General Electric Moves On Down the Largest Company List [View article]
    Interestingly - JP Morgan and Wells Fargo are the survivors of this nightmare and have moved UP this list.
    Nov 12 09:49 am |Rating: 0 0 |Link to Comment
  • History Says That We'll Be Fine [View article]
    What great comments! If you buy everything on one day - you're trading based on market timing - which is a foolish thing to do. Don't buy everything in 1966's high - on the contrary - buy very regularly all the way up, and then all the way down, and sure enough - all the way back up again. And as far as comparing this badly needed correction to the 1929 era where there were no checks and balances and 25% of the nation was unemployed - let's just say its an unfair comparison. Even if this were to be the worst recession ever, it'll never have the effects of 1929 because we've protected ourselves better than the 20s decade.

    It'll be bad - that's for sure. Stop trying to time the market mania. If you're not retiring tomorrow and a patient investor, keep your head up and keep throwing more cash in. Thanks for the comments.
    Oct 13 18:56 pm |Rating: 0 0 |Link to Comment
  • This Financial Crisis Too Shall Pass [View article]
    In due time we will see the light shine again. And as the dot-com crisis taught us to not buy into speculative companies with no earnings, perhaps this crisis will teach us that crummy mortgages and crummy loans are still crummy, no matter how many times you repackage them.
    Oct 13 18:48 pm |Rating: 0 0 |Link to Comment
  • The U.S. Economy After the Bailout [View article]
    I prefer the football analogy over the real world nightmare.
    Oct 03 08:31 am |Rating: 0 0 |Link to Comment
  • Auto Stocks: Value Investments Gone Wrong? [View article]
    Great point. Just because a company's stock price is cheap does not necessarily make it a value pick.
    Sep 25 09:17 am |Rating: 0 0 |Link to Comment
  • MSFT: Now's the Time to Buy [View article]
    On a long-term scale - is it possible that SAAS and the likes of Google will steal market share away from Microsoft?
    Sep 23 12:39 pm |Rating: 0 0 |Link to Comment
  • This Is Not "the Big One" [View article]
    Boy there are some real critics on this board. I fully agree with Schmick. This is one of many downturns or correction we see, and this is a serious one. But to call for a Depression like scenario isn't realistic and not based on fundamentals. Even if our dollar halves because the Fed is printing money in efforts to save everyone, oil reverses trend and doubles, and another four financials go under -- what will follow is business as usual. Americans will find jobs and will then find ways to spend that money. This is not the "end of it all", by no means.
    Sep 19 09:16 am |Rating: 0 0 |Link to Comment
  • HP's Acquisition of EDS Misses Real Market Opportunity [View article]
    Interesting contrarian viewpoint! The trend is certainly going towards SAAS. However the traditional ITO arrangements are far from dead. There's still plenty of deals to be made. In the meantime, HP should be formulating their SAAS strategy over the next several years to remain competitive.
    May 15 08:53 am |Rating: 0 0 |Link to Comment
  • Why the HP / EDS Deal Is Making The Street Nervous [View article]
    HP historically is able to integrate new companies extremely well. The caveat is that the positive record is generally for many smaller companies - and the Compaq acquisition (much larger than others) was a total nightmare for HP. THe questions are whether they can integrate well, and whether they can manage EDS to better performance. Overall, as a long term play they really can't lose - either EDS/HP has a smooth transition and HP ends up being near dominant over IBM - or HP still maintains such share by using EDS resources and relationships after dismantling the company. Long term - strong buy.
    May 14 09:12 am |Rating: 0 0 |Link to Comment
  • Brasil Telecom a Steal Below $35 [View article]
    So with the takeover negotiations over - is BTM a continued legitimate hold or will it be absorbed into the parent company?
    May 12 14:39 pm |Rating: 0 0 |Link to Comment
  • Brasil Telecom a Steal Below $35 [View article]
    Well I'm not a currency expert - but this company doesn't seem to be affected by the dollar because they don't generate revenue outside of Brazil.
    May 06 22:47 pm |Rating: 0 0 |Link to Comment
  • Brasil Telecom a Steal Below $35 [View article]
    Great pick. The stock's also trading quite undervalued on technicals. I see it as a value pick up to $36 per share and a growth pick afterwards. Don't forget Brazil's crop exports help fuel growth.
    May 06 13:09 pm |Rating: 0 0 |Link to Comment
Comments by Ticker
ali k's
Comments Stats
16 comments
Rating: 5 (5 - 0 )