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davidchulak

davidchulak
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  • How Will You Fund Your Retirement Portfolio? [View instapost]
    Great advice. Keep up the good work!
    Aug 18 05:34 AM | 1 Like Like |Link to Comment
  • Keeping A Grip On Guide Ropes To Survive A Fed-Made Blizzard [View article]
    First time reader of your articles. Just came across this one. Now a follower. Keep up the great work.
    Jul 16 06:29 PM | 1 Like Like |Link to Comment
  • IBM Finally Breaks Out: The Earnings Update. [View article]
    IBM's collapse has everything to do with bad numbers & bad management. Read the footnotes over the last several years (10-15) and they have a track record of misleading shareholders. The loss of business by BRICS isn't helping at all.
    Apr 17 06:53 AM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    I cannot help but cringe when an author has stuck his neck out only to have it stomped on by a lot of people. While a regular reader, I very rarely comment...I just happened to find this article interesting.

    I am a huge Buffett fan myself and his investing technique, but he does make errors. Even he will admit that. As he ages and brings on others to grow Berkshire, it's fairly self evident from some of the picks recently that it probably wasn't Warren that made that particular pick. I'm not convinced that it was him that made the decision to go with IBM.

    As much as I like Buffett, I had been short IBM until recently and am quite happy to walk away with some cash. Truthfully, many of the comments and criticisms made are very justified. IBM's accounting is atrocious and misleading. Actually, it's not that misleading if you are really looking at it.

    The revenues are going down, they are manipulating the numbers clearly, so there is no reason as one responder suggests that we should "trust" management. No...we shoulld not. It's quite clear that we shouldn't at this point. The numbers are not encouraging. Will they pull out of it....probably at some point....maybe not.

    As for me, I won't consider it until it goes down another 40-50
    Feb 5 07:19 PM | 3 Likes Like |Link to Comment
  • The Troika has reportedly warned Greece that it has three days to show it can meet its bailout conditions in order to receive the next €8.1B of its rescue loans. The Troika could refuse to transfer the full amount, or break it up into three monthly payments. There is much dissatisfaction with Greece over its reform efforts, while its attempts to privatize state assets have hit difficulties[View news story]
    Really....that's the big story? We will continue to bail you out, but instead of one big check, we will give you three checks for the same amount over the next three days. That should teach them something...what, I have no idea.
    Jul 2 05:51 AM | 1 Like Like |Link to Comment
  • The Latest Game Changer For Stocks [View article]
    I don't know the full extent of Eric's portfolio or the allocation of each, however; I have similar holdings.... several being the same. They continue to serve me well and let me sleep at night.
    He (Eric) continues to bring a very good analysis of present circumstances and investors would be well served to listen to him closely.
    Jan 22 06:01 PM | 3 Likes Like |Link to Comment
  • Repoed, Part 2: A Deeper Look At Banks' Source Of Dry Powder [View article]
    Impressive article...along with the first. Thanks
    Jan 16 10:03 AM | 8 Likes Like |Link to Comment
  • SodaStream Continues To Sparkle [View article]
    "So the main reason behind shorting is because shorts believe this is just a fad?".....that is not a good reason to short a stock....never. Fads can last a very long time....ok, except for bell bottoms!
    Nov 12 05:41 AM | Likes Like |Link to Comment
  • Would Ben Graham Buy These REITs? [View article]
    Brad,

    First, I would like to say how much I enjoy reading your articles. I've learned a lot from you, especially when it comes to reits. I usually do not comment, but have a question that I've not seen anyone address.

    I am a Graham type value investor, however; I do enjoy reading Investors Business Daily which is much more geared to growth investment styles. In their reporting of reits, they have a column that typically indicates RS of the reit and the accumulation and/or distribution of the reit.

    Typically, a growth investor would consider accumulation and/or the distribution, but has anyone studied the effect on reits?

    WRE, for instance has a relative strength of 22 and an accumlation/distribution rating of D. It appears that some of the stronger reits have actually shown worse numbers....so I'm wondering if any correlation exits.

    Hope that made sense....

    Long OHI
    Aug 27 09:06 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Macy's Is Number One (12/17/10) [View article]
    I'm trying to figure out why Macy's is "number one".

    Let's see just a couple of reasons why I doubt that:

    ROE:
    TJX: 46
    M: 14

    Profit Margin:
    TJX: 7%
    M: 3%

    Long Term Eps Growth:
    TJX: 13.1% 10 year avg.
    M: -15.53% 5 year avg.

    Long Term Rev. Growth:
    TJX: 6%
    M: 2%

    Long on TJX
    Dec 20 06:27 AM | 3 Likes Like |Link to Comment
  • Top 20 Most Undervalued Tech Stocks by Analyst Target Price [View article]
    Some stocks, like ALU, are cheap for very good reasons. Yes, it has done some good things the last few months, but that doesn't make me a buyer.
    Dec 16 08:15 AM | 2 Likes Like |Link to Comment
  • 3 Unloved Stocks Being Purchased by Insiders [View article]
    Wouldn't touch SD. Aside from the Piotroski F Score of 3, which leads me to begin to worry about their financial stability, the shares outstanding keep growing each year....LTD/Equity ratio for the last 12 months is over 200%, they fail at earnings consistency, profit margins, relative strength, negative ROE....and on and on.
    Dec 15 06:36 AM | Likes Like |Link to Comment
  • Inflation? What Inflation? [View article]
    It's the George Costanza syndrome. If you believe it.....it must be true.

    You can play with the numbers all you want. Taking out energy prices, food prices and anything else that jumps up too high to make the numbers look good......well....it may be pragmatic, but it's still a lie. Sorry George.
    Nov 25 01:24 PM | 7 Likes Like |Link to Comment
  • Top Five Stocks in My Graham-Based Portfolio [View article]
    Mr. Reese and his website have helped my portfolio a bunch. Free advertisement!!

    With that said, you will note that the website uses Graham's defensive investor strategy....which works well in an economic climate we are going through.....at other times also!

    Wamu would not be picked up by that strategy because Graham excluded financial companies for defensive investors....along with tech stocks. Wamu would have been picked up by Graham's enterprising strategy, however; a look at the financials should have scared anyone off that spent even 15 minutes looking at them.

    All these investment websites....some are good and some are bad. I think Mr. Reese's ranks at the top...but they screen stocks for initial consideration. You still have to open the annual reports, cash flow statements, etc.

    Alas.....if I had only known investing was work!!
    Nov 18 06:59 AM | 1 Like Like |Link to Comment
  • Fishing for Value in Retail - Two Especially Good Picks [View article]
    Good post and interestiing!! KIRK wasn't on my radar screen.

    I love ARO and WTSLA. Both have great margins and are undervalued.

    JCP's gross margins have improved, but their net profit margin of 1.43% is really bad. Granted JCP's been around awhile, but their debt is high in comparison to WTSLA...which has none and a great return on equity. WTSLA's EPS growth is outstanding and JCP's is negative. Further, JCP has a dividend....which I would normally like, but the payout ratio is rather high. Will it too either disappear or get smaller? Time will tell.

    KIRK is appealing. It is easy to make a good case for this stock.
    Sep 26 02:57 PM | Likes Like |Link to Comment
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