Ambil Kembali

Ambil Kembali
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  • 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? :-)

    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
  • ModernGraham Valuation Of McDonald's Corp.  [View article]
    Aha, Bikerguy you remind me of why I was scratching my head about these analyses! Industrials, yes.

    But isn't MCD called - in a"Fast Food Industry" ?
    Nov 13, 2013. 10:46 AM | Likes Like |Link to Comment
  • Bitcoin Remains Not Viable And Borderline Illegal  [View article]
    What does a smashing success for Bitcoin look like? ....
    What could kill Bitcoin?...

    A smashing success could kill Bitcoin!

    While I understand fairly well how the math-computability works here, I should also point out that: The folks at Coke couldn't stop Pepsi being created. After Ford came various others and Toyota. Something competing in the same market does things to the total pool of that resource.

    One problem I'd also have with a registry of who owns exactly which numerical plots is not fraud, but how to recover lost value. People AND computers can die, and may not pass on the key, or code, or filename or whatever. Power could be knocked out or communication outages also show it's highly computer-dependant, unlike a wad of currencies or block of tradable tea.

    Just my 0.000735 units, of course.
    Oct 28, 2013. 05:41 PM | 1 Like Like |Link to Comment
  • Coca-Cola Is Over-Priced  [View article]
    Well, "Traditionally" watching Alcoa has been indicative. I too have been watching AA but not for investing in tin so directly.

    You might also watch the stores for new bottle sizes. There are PBC one or 1 1/2 liters priced at where 2 liters used to be. Obvious margin reduction or a passing of prices on. Some experiments were made with bottle-shaped tins, like what you see in the energy drinks. They can innovate with plastic, glass, or paper in future.

    I more agree with David's comments below, but agree that Seeking is watching a key input cost! Bahamas1 go easy on the guy, this is something to keep an eye on, if not the whole picture!

    Others note that the major companies also bought out OJ makers and routinely gobble up those drink factories making juices and waters, so M&A can help against a negative argument there.

    Just my 12 oz.,
    Oct 11, 2013. 09:49 AM | 1 Like Like |Link to Comment
  • Obama And Lew Say This Is Serious - Are They Just Grandstanding Or Is This Time Different?  [View article]
    I find it 'funny' that this is a list largely of U.S. states that TAKE more Federal dollars in than they give BACK. This self-making deficit is largely because of rural areas. I'll bet the scale and size of cities fools a lot of people who can't look at per-capita instead of bulk amounts. Yet your anti-government radical will spring from these same places!

    Very self-inflicting.
    Oct 6, 2013. 06:38 PM | 11 Likes Like |Link to Comment
  • Death Before Dishonor: 5 Reasons I'm Not Backing The BlackBerry Buyout Anymore  [View article]
    Hey is that BBRY number in Canadian Dollars?


    I seem to fuzzily remember that Nokia in Finland has some nationalistic partners who have influence about M&A. Are the Canuck laws worse or better than American pro-anything laws? (Or, if you prefer are they BETTER or worse: depending on your opinion of US law.)
    Sep 25, 2013. 10:46 AM | Likes Like |Link to Comment
  • 'Game-Changing' Technology Stocks Proclaim Price Upsides  [View article]

    @Slash - on the contrary(ish) Fredrik's methods are helpful. They can show which industries compete, a classification that (while you may know it) may be hidden in a shuffle of divisions and Wall Street gibberish. Also, look at his other articles and you will see that this industry is obviously "growth" and lacks the important dividend analysis that is (sort of) half of his method.

    Keep up the good work I say!

    Sep 17, 2013. 12:20 PM | 2 Likes Like |Link to Comment
  • Freeport-McMoRan: The Storm Before The Calm  [View article]
    ...two cents?

    The very same pressures we hope (Disclose, FCX & VALE) metal prices boost the company will encourage dilution or termination of copper coins. This is a long-term historical trend - ending with brassy tokens and smaller mintings. More a measure of metal-per-person scarcity sometimes, but I ramble!
    Still, CU is very usefull in brass and bronze fittings, and still wires & stuff other writers mentioned above.
    A.K. tends to agree with FreestateYank - but this setup messes up the "perfect balance" of diversity within A.K.'s portfolio!
    Sep 3, 2013. 03:54 PM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - Vale Is A House Of Pain (7/1/13)  [View article]
    So in real life A.K and J.C's trust have the same problem on VALE. I'd like to have duplicated good calls too, but can't be as heavy into it. So less hurt! Most of the time when Cramer "agrees with me" I call him a blinkin' genius! (And sometimes bemoan that he's broadcasting out to all before can pull a trigger on a day of lowness.)

    Disclaim, obviously.
    Jul 2, 2013. 09:58 AM | Likes Like |Link to Comment
  • It's absolutely idiotic to own SLV for two reasons, says technician Peter Brandt. First, he believes fans of silver get a far deal better trading the futures, rather than the ETF. Second, the daily chart remains in a strong downtrend, and a break much lower puts long-term support of $25.50 in play. Beyond that, the next major support is $20.75.  [View news story]
    As one of 17,360 Seeking Alphas who are alerted to news of SLV, this is unimportant news! I'll gladly use this idiotic hedge instead of the obviously even more stupid Gold! I suppose incendiary throwing about of "idiot" may apply to all-eggs-in-basket users. Why not try owning 2+ things and making sure the totality balances to zero losses?
    Mar 28, 2013. 02:55 PM | 1 Like Like |Link to Comment
  • The Soda Wars  [View article]
    Exhaustive and well plotted out! Adding a 'Follow'! No need to complain about 'FIZZ' a U.S. Generic maker not in it, it's almost not the same thing.
    Feb 27, 2013. 11:55 AM | 1 Like Like |Link to Comment
  • Fundamentals, Technicals Or Insider/Analyst Sentiment: 2012 Review And 2013 Pick  [View article]
    Great concept. Got my attention not for Whole Foods, but that you looked at DWA Technical leaders. I have looked at the holdings of them, plus PFM (Div Achievers), plus PWC (Dynamic Mkt) and not exactly like SPY, looked through SPHQ ... the same plus "High Quality".

    Discovered that drugs are a different place so tacked on an ungraceful fifth wheel and looked at the XPH though. Drugs are weird when part of finance!

    Keep on keeping on!
    Feb 10, 2013. 03:03 PM | Likes Like |Link to Comment
  • Copper Contango Experiment: Update  [View instapost]
    I must note that the Government of Canada has stopped coining pennies. It cost more, per penny, than one cent CDN...
    Feb 4, 2013. 05:41 PM | Likes Like |Link to Comment
  • Coca-Cola Or PepsiCo: Which Is A Better Investment?  [View article]
    Where is the mention of $DPS? Or even $FIZZ, with less likely mention of $SODA? Not comprehensive, just a shallow look at the kings of the sector.
    Jan 6, 2013. 10:53 AM | 1 Like Like |Link to Comment