Seeking Alpha

Ambil Kembali

Ambil Kembali
Send Message
View as an RSS Feed
View Ambil Kembali's Comments BY TICKER:
Latest  |  Highest rated
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 11:50 AM | 4 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, 2013. 11:28 AM | Likes Like |Link to Comment
  • Coca-Cola Has A Sustainable Competitive Advantage And The Vision To Maintain It [View article]
    Good article, thanks.

    Disclose (KO, PEP) Yes, both in a secret ingredient of proportions.
    Dec 24, 2013. 10:00 AM | Likes Like |Link to Comment
  • Finally, It Looks Like Gold Is Bottoming [View article]
    Heh, don't put too much into ZeroHedge sources. It's not an awful den of lies or anything, but it is sure full of resolute Gold Bugs.
    Dec 24, 2013. 09:56 AM | Likes Like |Link to Comment
  • New World Development Trades At Less Than Half Book Value, Despite Strong Profit Growth And Diversification [View article]
    Thank you for mentioning the conceit that conglomerates lose against narrow-focus. Perhaps the Wall St / City / etc advisers get huge fees to break things up and know a good thing, so perpetuate this myth.
    Dec 24, 2013. 09:52 AM | Likes Like |Link to Comment
  • Read This Before Investing In Diageo [View article]
    Great SA article, Connor.

    Like paulalbert I took modest profits and am out of DEO now, but as you can see still follow it - for the reasons you discovered.
    Also, like wiza, I'm (Disclosing) Brown Forman held. Part of my intuitive analysis had me selling off DEO before BF-B, take that for what you will....

    To those who are puritans in their personal causes, should you not gather shares together and attend company meetings to have some control over their direction? :-)

    A.K.
    Dec 11, 2013. 10:44 AM | Likes Like |Link to Comment
  • ModernGraham Valuation Of Exelon [View article]
    I don't think you guys "Get" value investing metrics. These are price/value estimates against an ideal...or idealized...whatever..... the absolutely safest prices with zero risk.

    No need to "Go Nuclear" on the item!
    Nov 29, 2013. 01:23 PM | Likes Like |Link to Comment
COMMENTS STATS
119 Comments
64 Likes