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Ambil Kembali

Ambil Kembali
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  • TriQuint: This 60%-Gainer Is Set To Soar Higher [View article]
    Well, I will continue to consider TQNT/RMFD also. But, Remo, did you not also figure that 12 months ago Microsoft (MSFT) was on the wrong track with Nokia? They also manufacture items that need these parts. (By the way, MSFT was around 30 then and is 40 or so today.)

    A.K. used to follow Corning(GLW) until he realized screens were getting smaller and smaller, probably to the un-benefit of that glassmaker. So sapphire-glass is also a big thing?

    Well, all in all a thought provoking article! We'll be watching, cowboy!
    Apr 1 11:35 AM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Freeport-McMoRan [View article]
    I suppose the FAIL in dividends really means that they are too irregular to "count on". The history of divs seems to start in 2004. In between then and now there was a split, and some special divs (one "to evade US tax laws" on a 2010's December 31st to skip around the calendars. And another twice that for no particular reason?) Going back only 5 years, Yahoo Finance has this as 30% growth of dividends. This would lead some to question the FAIL even more.

    Anyway, sorry for the quibble. Good article though!
    Mar 17 01:41 PM | 1 Like Like |Link to Comment
  • 3 Solid Reasons Why TriQuint Is A Terrific Buy [View article]
    I am something of a techie and would prefer that combined R&D stay at a healthy level for innovation. Dollars 'cut' out can also leave a set of fired electrical engineers out of work and founding a competitor.

    Like I said I feared, if a merger is more about balance sheet than product, you get a balance sheet AS your product.
    Mar 6 08:22 PM | Likes Like |Link to Comment
  • Why Intel Will Move Up In 2014 [View article]
    Good ideas, Ashraf. If A.K. did any options at all, and we don't, INTC used to be a good example of a stable range to use 'butterfly' or 'condor' or whatever the kids are calling the bet "not too far from here". But now everything is different again. Going by various pundits and economists, perhaps world GDP is up and going up.

    And then going by other gurus and technicians (zig-zag-watchers), the "Peter Lynch Earnings Line" has the price (24.4) below the what if PE was 15 line (28.2), so it's a sort of bargain looked at that way.

    A.K. doesn't bet that way, but awareness of zig-zaggers is awareness of a huge part of the market-dabbling public.
    INTC back on watchlist!
    Feb 25 01:06 PM | Likes Like |Link to Comment
  • 3 Solid Reasons Why TriQuint Is A Terrific Buy [View article]
    And what will the new company be called? I have past profits on RFMD's zig-zagging all over the place. TQNT was "okay" way back then but picked the other at the time. Since I'll want to watch whatever it becomes, do I watch TriQuint now? Glad they halted it a while.

    One thing, TQNT is all west coast, and RFMD is North Carolina research triangle - is this a real growth merger, or a fire a lot of people because the Goldman-Morgan "adviser" wants a pile of money to walk away from the ruins with?
    Feb 24 10:08 PM | Likes Like |Link to Comment
  • Short This Commodity Next Week [View article]
    Word to the wise, AFAIK the BOIL and KOLD are pretty much wagering, and Wall Street is the bookie.

    I suppose your graphic made me remember 'Trading Places', which I viewed lately.

    "It was the Dukes! It was the Dukes!"
    Feb 23 03:38 PM | Likes Like |Link to Comment
  • Ford Motor: Target Price $30 Per Share [View article]
    Market focused and 'sector analysts' classify Ford and autos as a Consumer Discretionary. (Also confusedly called Cyclical, as if economists have it all mapped out in orderly fasion.)
    Thus F is lumped in with all kinds of goods like Apparel, Gambling and Fun Parks, and many other services. Then, thinking there is no chaos and a cycle of up and down fits it in they award multiples according to - future estimates of a thing like GDP(s).
    But as commentators are saying, in effect, "hey whatcha gonna do? They do that."
    Disclose - F, GM, TM, HMC on the top half of a watchlist.
    Feb 9 08:11 PM | Likes Like |Link to Comment
  • Moody's Is A Great Company But Not Worth $68 [View article]
    MCO of June was an eternity ago compared to February of this year.

    I too was wondering if this published article would be kept alive after today's Q4 report.

    While it is obvious that US & world credit assessments are expected to grow, they are saying on the report (in general) that this is in the single digit percents of increase.

    Like Jim Cramer's listening to Alcoa to judge beverage can sales, just listening to Moodys gives you ideas about the other parts of the economy, at least until someone develops a Quantum Computer Predictionator.
    Feb 7 05:12 PM | Likes Like |Link to Comment
  • ModernGraham Valuation Of Visa [View article]
    To see where the "(insert your adjective) Money" is headed? Graham's methods also allow you to look for special situations, or "work outs", presumably ones you know a lot about!
    Jan 17 11:41 AM | Likes Like |Link to Comment
  • 3 ETFs That Will Benefit From Capital Shifting Abroad [View article]
    Don't have it before me just now, but last I looked (on yahoo or something) it was 2-3% (at the time I looked.) It might be some semi-annual thing.
    Jan 16 11:20 AM | Likes Like |Link to Comment
  • 2 ETFs For Booming Economies In 2014 [View article]
    In some screens I found ENZL #5 or #6 in some international ranks for myself. (non US, not much of Europe/UK). Mostly risk aversion which I'll not burdern SA with. However, on the same list-screen VNM is down at #30, even below Turkey's similar ETF.

    Perhaps you might guess from these mentions that one factor is portfolio turnover, which adds to your mgmt fees. (Unless I'm wrong about that ETF practice?)

    Disclaimer: I might buy Malaysia within 72 hours of this note (via EWM - which is about 5% Sime Darby)

    (for the Palm Oil!)
    Jan 11 08:16 PM | Likes Like |Link to Comment
  • Why Twitter Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $70 When Q3 2014 Starts [View article]
    Well, some people like to leave a legacy for their heirs.
    I'll take risks and be short term - but I won't deceive myself about hopeful super stocks while trying a flutter.
    Jan 6 09:54 AM | Likes Like |Link to Comment
  • Why Twitter Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $70 When Q3 2014 Starts [View article]
    Can't say that our stodgy A.K. methods allow us to have an opinion on TWTR yet. (It needs five years of data before we make a guess).

    However, you'll recall, in 1845 ...what you don't? The newly invented Telegraph had issues. Morse vs Wheatstone legal ones, but also practical issues to commercialize monetize and publicize.
    First of all, the Electric Telegraph Company happened, and after a lot of history, is really the core of British Telecom (BT). Could investors see that coming? Next, the hot 'APP' was the trans-atlantic cable. (Back then the only two continents worth telegraphing between were the north-western ones.)

    Cable companies popped up, failed, won, split, bankrupted, and some were mergered. Some part of ITT, some parts of wire-spinner engineering firms. Not an issue with TWTR as the cables are and were in place "for" them already. But we can see that the physical infrastructure was important for tele-communications. Western Union (WU) finally quit providing messages... in 2006! That's One hundred and fifty five years of service! I can't find any data on WU before that, but I'm sure the telegraph dollars were really flowing in for a while there. And let us not forget the A&P.

    Give the tweeters at LEAST another five years to steady themselves, is all I'm saying.

    A.K.
    Jan 5 12:27 PM | 2 Likes Like |Link to Comment
  • Don't Get Your Hand Caught In The Herbalife Cookie Jar [View article]
    A tally of the unscrupulous is not an argument in favor of the snake-oil in question. Sure, learning of get rich quick schemes sucks them all in. We should just agree that both 'long' and 'short' sides don't know the volume of suckers and volume of weasels available...which makes it a hard to predict business. Aren't there more pyramid schemes in hard times than good times? Or do we care? Some care, because they've invested in the competitors who use "old fashioned" marketing.

    See?
    Jan 5 11:50 AM | 3 Likes Like |Link to Comment
  • Textron - Excellent Acquisition Of Beech Holdings [View article]
    Finally, some flying cars! This is the 21st Century; good move aeromakers!
    Dec 29 11:28 AM | Likes Like |Link to Comment
COMMENTS STATS
109 Comments
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