Yaser Anwar_'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/690/comments http://seekingalpha.com/article/58786-pv-industry-in-oversupply-in-2008?source=feed#comment-108641 108641 Sun, 06 Jan 2008 23:52:36 -0500 http://seekingalpha.com/article/56969-the-fed-disappoints-as-does-citi?source=feed#comment-104982 104982
That was the worst post you ever did. I'm glad other readers are showing disgust to your lack of knowledge. It's clearly evident form your post that you are either a) jealous, b) didn't do enough research or c) both a & b.

]]> Wed, 12 Dec 2007 02:00:28 -0500
That was the worst post you ever did. I'm glad other readers are showing disgust to your lack of knowledge. It's clearly evident form your post that you are either a) jealous, b) didn't do enough research or c) both a & b.

]]> http://seekingalpha.com/article/54572-shorting-staffing-stocks-monster-worldwide?source=feed#comment-102580 102580 Tue, 20 Nov 2007 21:27:51 -0500 http://seekingalpha.com/article/42079-a-look-at-emerging-markets-eye-on-turkey?source=feed#comment-92137 92137
WMT is looking to enter Turkey too + one of Templeton's Emerging Market funds took a 10% stake in KOC Holding's food division. Plus, another issue you didn't mention, the country's aim to get into EU, which has attracted substantial FDI, and the AKP will try to further satisfy the requirements.

Long Turkey for me, but I prefer pure plays. Y]]> Wed, 25 Jul 2007 23:44:52 -0400
WMT is looking to enter Turkey too + one of Templeton's Emerging Market funds took a 10% stake in KOC Holding's food division. Plus, another issue you didn't mention, the country's aim to get into EU, which has attracted substantial FDI, and the AKP will try to further satisfy the requirements.

Long Turkey for me, but I prefer pure plays. Y]]> http://seekingalpha.com/article/41743-are-reits-really-a-bargain?source=feed#comment-91644 91644 Fri, 20 Jul 2007 05:33:05 -0400 http://seekingalpha.com/article/41097-what-if-facebook-cant-sell-any-ads?source=feed#comment-91235 91235
Its foolhardy to think they are worth less than US$ 1.5 billion. I expect them to go public.]]> Mon, 16 Jul 2007 02:13:07 -0400
Its foolhardy to think they are worth less than US$ 1.5 billion. I expect them to go public.]]> http://seekingalpha.com/article/39656-wal-mart-dividend-yield-at-all-time-high-p-e-at-all-time-low?source=feed#comment-89961 89961 Thu, 28 Jun 2007 23:43:23 -0400 http://seekingalpha.com/article/38935-amazon-stock-s-expensive-unless-free-cash-flow-doubles?source=feed#comment-89436 89436 Fri, 22 Jun 2007 21:44:57 -0400 http://seekingalpha.com/article/25764-a-close-look-at-google-s-earnings?source=feed#comment-80937 80937
For every company PE eventually contracts. However, GOOG has lots of growth. Just read their conf. call and you'll see management talking about possibilities in BRIC and more. They are spending lots of money to gain exposure in all key markets, especially India and China, which still have TONS of growth left.

Why would you want them to buyback? Buybacks are for companies who don't have growth! For google that wouldn't be an effective utilization of cash! No way! They sell at 28ish times earnings and according to the leading internet research firm online advertising can easily growth 30% for the next five years! Google is undervalued my friend. I have 20 shares since it was 200, I'm not going to sell! Each time it goes up 50, I buy 20 more. :) You should too.

Sufiy-

Again, FCF and margins are falling because they are spending lots to growth the company. That should be expected, however, they still have good margins and more importantly the market share! MSN Live and Panorama won't be much of a dent in their growth since they are very innovative and I don't see why fund managers won't pay up to 35 times in 08 earnings at least.

Hope this was helpful! Thanks for reading!

Yaser]]> Fri, 02 Feb 2007 05:01:00 -0500
For every company PE eventually contracts. However, GOOG has lots of growth. Just read their conf. call and you'll see management talking about possibilities in BRIC and more. They are spending lots of money to gain exposure in all key markets, especially India and China, which still have TONS of growth left.

Why would you want them to buyback? Buybacks are for companies who don't have growth! For google that wouldn't be an effective utilization of cash! No way! They sell at 28ish times earnings and according to the leading internet research firm online advertising can easily growth 30% for the next five years! Google is undervalued my friend. I have 20 shares since it was 200, I'm not going to sell! Each time it goes up 50, I buy 20 more. :) You should too.

Sufiy-

Again, FCF and margins are falling because they are spending lots to growth the company. That should be expected, however, they still have good margins and more importantly the market share! MSN Live and Panorama won't be much of a dent in their growth since they are very innovative and I don't see why fund managers won't pay up to 35 times in 08 earnings at least.

Hope this was helpful! Thanks for reading!

Yaser]]> http://seekingalpha.com/article/23218-novastar-financial-should-profit-from-falling-rates-in-2h07?source=feed#comment-79968 79968 Thu, 11 Jan 2007 16:37:25 -0500 http://seekingalpha.com/article/23217-an-investor-s-take-on-the-nyse-euronext-merger?source=feed#comment-79544 79544 Tue, 02 Jan 2007 14:19:54 -0500 http://seekingalpha.com/article/21637-one-page-barron-s-summary?source=feed#comment-77444 77444 Mon, 04 Dec 2006 08:02:27 -0500 http://seekingalpha.com/article/21160-ps3-xbox-or-wii-pros-and-cons-of-gaming-consoles?source=feed#comment-76317 76317
Marcus- How can you say its not a high-tech Blue-ray? I mean with each gadget/product of such kind there are always updates. The first ipod wasn't the greatest, it didn't work with Windows (I think) but soon AAPL figured it out and now its a big hit.

You maybe right about the blue-ray not being of the highest quality, I just think like any new technology there are going to be updates along the way.]]> Fri, 24 Nov 2006 12:52:56 -0500
Marcus- How can you say its not a high-tech Blue-ray? I mean with each gadget/product of such kind there are always updates. The first ipod wasn't the greatest, it didn't work with Windows (I think) but soon AAPL figured it out and now its a big hit.

You maybe right about the blue-ray not being of the highest quality, I just think like any new technology there are going to be updates along the way.]]> http://seekingalpha.com/article/21160-ps3-xbox-or-wii-pros-and-cons-of-gaming-consoles?source=feed#comment-76306 76306
You've mentioned an excellent point & I concur with you on Sony's short-term loss and their pro-activeness when it comes to PS3 and Blue-ray.

Would it be ok with you if I quoted what you said on my blog? I'll reference your name and if you've got a blog let me know.

Good stuff. Y]]> Fri, 24 Nov 2006 10:39:37 -0500
You've mentioned an excellent point & I concur with you on Sony's short-term loss and their pro-activeness when it comes to PS3 and Blue-ray.

Would it be ok with you if I quoted what you said on my blog? I'll reference your name and if you've got a blog let me know.

Good stuff. Y]]> http://seekingalpha.com/article/21160-ps3-xbox-or-wii-pros-and-cons-of-gaming-consoles?source=feed#comment-76300 76300
Interesting points.

"Do you think that they do this just to piss you off? Get a grip."

Carl I never said they do this to piss me or any consumers off. I'm just conveying an emotion I feel, irrespective of anyone else, though I can sure bet that a lot of consumers are angry, I mean PS3 fans, for the delay. I'm sure management didn't do it on purpose, why would they? Its not in their best interest.

"I do fear for Sony slightly by missing out on the Christmas sales"

That is exactly my point. PS3 maybe a great product but its no good if consumers can't have it. Hence Xbox and Wii will have the bulk of sales for this x-mas.]]> Fri, 24 Nov 2006 09:26:42 -0500
Interesting points.

"Do you think that they do this just to piss you off? Get a grip."

Carl I never said they do this to piss me or any consumers off. I'm just conveying an emotion I feel, irrespective of anyone else, though I can sure bet that a lot of consumers are angry, I mean PS3 fans, for the delay. I'm sure management didn't do it on purpose, why would they? Its not in their best interest.

"I do fear for Sony slightly by missing out on the Christmas sales"

That is exactly my point. PS3 maybe a great product but its no good if consumers can't have it. Hence Xbox and Wii will have the bulk of sales for this x-mas.]]> http://seekingalpha.com/article/20316-cisco-catalysts-that-make-it-a-buy?source=feed#comment-75797 75797
I had corrected it on my blog after a reader pointed out the debt, totally forgot to include it. My bad, you can check it here
equityinvestmentideas....

Sorry for any hassles! Thanks for reading, Yaser.]]> Tue, 21 Nov 2006 03:21:59 -0500
I had corrected it on my blog after a reader pointed out the debt, totally forgot to include it. My bad, you can check it here
equityinvestmentideas....

Sorry for any hassles! Thanks for reading, Yaser.]]> http://seekingalpha.com/article/18919-who-could-acquire-yahoo?source=feed#comment-71140 71140 Fri, 20 Oct 2006 18:43:07 -0400 http://seekingalpha.com/article/17546-understanding-eagle-materials-ceo-s-recent-share-purchase?source=feed#comment-66555 66555 Wed, 27 Sep 2006 04:12:19 -0400 http://seekingalpha.com/article/17389-monitor110-bloomberg-killer?source=feed#comment-65725 65725 Sat, 23 Sep 2006 02:40:33 -0400 http://seekingalpha.com/article/15714-amazon-s-short-future?source=feed#comment-58978 58978
We will have to wait for next year when they launch e-books online. Till then, investors should steer clear.

I would go for: 1) Hedge Fund Strategy known as Market Neutral (same sector long/short positions) by going long on BKS 2) or buy october 23 puts]]> Fri, 18 Aug 2006 12:05:13 -0400
We will have to wait for next year when they launch e-books online. Till then, investors should steer clear.

I would go for: 1) Hedge Fund Strategy known as Market Neutral (same sector long/short positions) by going long on BKS 2) or buy october 23 puts]]> http://seekingalpha.com/article/15599-barron-s-online-now-carrying-seeking-alpha-headlines?source=feed#comment-58549 58549 Wed, 16 Aug 2006 15:47:54 -0400 http://seekingalpha.com/article/14267-why-timber-outperforms-stocks-bonds-and-even-commodities?source=feed#comment-54703 54703
One of the reasons timber outperforms the rest is 'cause of its wide uses by construction companies not only for residential reits but also commercial. Secondly, the world consumes an enormous amount of paper & raw materials, again, timber comes into handy.

3rd point, it is uncorrelated to stocks & bonds, and has low volatility, hence it outperforms.

Your point about whether it will continue to beat or not, is valid, past performance is not indicitive of future performance but i believe its low volatility & broad range of uses will continue to outperform the rest of asset classes.

Hope this answers your question.]]> Tue, 25 Jul 2006 16:36:31 -0400
One of the reasons timber outperforms the rest is 'cause of its wide uses by construction companies not only for residential reits but also commercial. Secondly, the world consumes an enormous amount of paper & raw materials, again, timber comes into handy.

3rd point, it is uncorrelated to stocks & bonds, and has low volatility, hence it outperforms.

Your point about whether it will continue to beat or not, is valid, past performance is not indicitive of future performance but i believe its low volatility & broad range of uses will continue to outperform the rest of asset classes.

Hope this answers your question.]]> http://seekingalpha.com/article/13783-time-to-sell-netflix?source=feed#comment-54699 54699
First of all i think you should get the facts straight. The original post on NFLX equityinvestmentideas....
mentioned on my blog, never said "unloading" & even if it did i couldn't care less.

Second of all, i think you should stop with the act of defamation by undermining my credibility or my age, as my blog readers know i provide valuable and insightfull content.

Thirdly my age is totally irrelevant to this or other posts, as i believe i have good financial experience & thus you have tried to sway the readers by pointing out fallacies to posion the well.]]> Tue, 25 Jul 2006 15:27:07 -0400
First of all i think you should get the facts straight. The original post on NFLX equityinvestmentideas....
mentioned on my blog, never said "unloading" & even if it did i couldn't care less.

Second of all, i think you should stop with the act of defamation by undermining my credibility or my age, as my blog readers know i provide valuable and insightfull content.

Thirdly my age is totally irrelevant to this or other posts, as i believe i have good financial experience & thus you have tried to sway the readers by pointing out fallacies to posion the well.]]> http://seekingalpha.com/article/14204-netflix-misses-second-quarter-analyst-estimates?source=feed#comment-54684 54684
internet.seekingalpha....]]> Tue, 25 Jul 2006 03:06:48 -0400
internet.seekingalpha....]]> http://seekingalpha.com/article/13274-a-technical-analysis-of-how-and-when-to-short-titanium-metals-corporation-tie?source=feed#comment-53937 53937 Wed, 19 Jul 2006 23:26:44 -0400 http://seekingalpha.com/article/13783-time-to-sell-netflix?source=feed#comment-53736 53736 Tue, 18 Jul 2006 19:30:46 -0400 http://seekingalpha.com/article/13558-one-page-annotated-wsj-summary-friday-july-14th?source=feed#comment-52892 52892
Yaser]]> Fri, 14 Jul 2006 16:23:51 -0400
Yaser]]> http://seekingalpha.com/article/13295-microsoft-s-ipod-killer-emerges-should-apple-be-scared-you-bet-aapl-msft?source=feed#comment-52768 52768
The only thing MSFT has ever entered successfully & "sucked" out profit from is Operating Systems & Office. Otherwise the company is a deadbeat. Their efforts have been fruitless in 1) Internet Search 2) Video Gaming (Sony sales still kill the xbox!) & the third one will be MP3 players.

MSFT can add all the goodies it wants, from WiFi to big screens, in the end they will either price it to high, thus killing demand or price low enough to take a loss on each sale (think Xbox!). I can gurantee you that the player will not have the smoothness of the iPod or the ease of use.]]> Mon, 10 Jul 2006 17:10:00 -0400
The only thing MSFT has ever entered successfully & "sucked" out profit from is Operating Systems & Office. Otherwise the company is a deadbeat. Their efforts have been fruitless in 1) Internet Search 2) Video Gaming (Sony sales still kill the xbox!) & the third one will be MP3 players.

MSFT can add all the goodies it wants, from WiFi to big screens, in the end they will either price it to high, thus killing demand or price low enough to take a loss on each sale (think Xbox!). I can gurantee you that the player will not have the smoothness of the iPod or the ease of use.]]> http://seekingalpha.com/article/13295-microsoft-s-ipod-killer-emerges-should-apple-be-scared-you-bet-aapl-msft?source=feed#comment-52767 52767
On a personal level, i think a subscription service would limit the consumers freedom to switch services. I'd rather pay 99c for a song then pay 10-12$ monthly or so & be forced to get songs just "cause i paid for it."

Right now Apple stock, according to me, is being mispriced. It sells as if there was no Intel deal nor a platform of allowing windows on Mac. Those two catalysts would help turn its 4% pc market share to 6% in the coming years.

As for MSFT's so called "iPod killer." The media can go on about it but i don't think it will be an iPod killer, more like MSFT killer. By the time they realize its not penetrating market share (just like SNDK or iRiver MP3 platers) & that they have burned the cash to no avail.]]> Mon, 10 Jul 2006 17:01:47 -0400
On a personal level, i think a subscription service would limit the consumers freedom to switch services. I'd rather pay 99c for a song then pay 10-12$ monthly or so & be forced to get songs just "cause i paid for it."

Right now Apple stock, according to me, is being mispriced. It sells as if there was no Intel deal nor a platform of allowing windows on Mac. Those two catalysts would help turn its 4% pc market share to 6% in the coming years.

As for MSFT's so called "iPod killer." The media can go on about it but i don't think it will be an iPod killer, more like MSFT killer. By the time they realize its not penetrating market share (just like SNDK or iRiver MP3 platers) & that they have burned the cash to no avail.]]> http://seekingalpha.com/article/13210-google-s-private-jet-a-part-time-shareholder-s-concern?source=feed#comment-52727 52727
I'm sure if you & even myself, were in their situation with such wealth, we'd be having our own tantrums. Every one does. From Bill Gates to Larry Elison, with the exception of Warren Buffet.

Besides, media likes to overinflate matters. I don't think you should be worried about their 'lack of prespective,' they are doing very well, personally & towards shareholders.

Yaser Anwar
| Market beating Investment Ideas |
equityinvestmentideas....]]> Mon, 10 Jul 2006 02:15:35 -0400
I'm sure if you & even myself, were in their situation with such wealth, we'd be having our own tantrums. Every one does. From Bill Gates to Larry Elison, with the exception of Warren Buffet.

Besides, media likes to overinflate matters. I don't think you should be worried about their 'lack of prespective,' they are doing very well, personally & towards shareholders.

Yaser Anwar
| Market beating Investment Ideas |
equityinvestmentideas....]]>