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  • A Non-Chartist Charts the Coming Summer Decline [View article]
    Interesting. If you assume 40 dollars in S&P earnings next year and a 15 P/E I suspect a 600 SPX us feasible. Thank you.
    May 20 16:54 pm |Rating: +2 -1 |Link to Comment
  • Mid-Year Picks and Pans From Barron's Roundtable Part II [View article]
    You know these interviews have little to do with the guest's position, they are all talking their bias and their books. Historically these Round-table have not got a good reputation as guides to future markets. We all know that the financial sector has more work to do, and that means equities in general do not do well. Gold always when the Fed is pressed to keep the windows open and the presses running. But spare us the pretense on specific stocks. Barron's is so 1980 if that recent.
    Jun 15 21:49 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    But can Buffet (himself an inigma wrapped in a riddle) manage a partnership with secretative Mars to own and operate a chewing gum giant - successfully? Why would we believe that? Both owners have been solo acts for so long. I suspect we are seeing stage one of a larger game. I own BRK-B and I am not pleased to be in the middle of something that does not immediately make sense. But if the stock comes up in value I will feel better.
    Apr 28 17:49 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Aside from the takeover methods of MSFT, we need to know what they will "do" with Yahoo if they are successful. We know that they ran MSN 15 years and it never emerged from obscurity; what can they do different if Steve acquires Yahoo??? To put it simply: why not a nice big dividend ? We know that works well. Oh yes, dump Balmer is a great second move. We need to look past the short run. When the existing software becomes passe' MSFT ceases to exist. JWC
    Feb 13 11:06 am |Rating: 0 0 |Link to Comment
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