Ali K

http://www.investmentplayground.ne

10 Comments

    • The U.S. Economy After the Bailout [view article]
      I prefer the football analogy over the real world nightmare. Oct 03 08:31 AM
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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 02:39 PM
    • 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 10:47 PM
    • 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 01:09 PM
    • Buying More Arch Coal on "Disappointing" 70-110% Earnings Growth [view article]
      Of course - buying any company on a drop after an overreaction is a smart trade. It's a bit stressful though - sort of rolling the dice? Buying the top coal company at $47 is a long term play - but how much is the stock price already reflecting the increased demand already? Apr 09 05:31 PM
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