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Ambil Kembali

Ambil Kembali
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  • Wal-Mart Stock Is Overvalued [View article]
    As a cautious-tending investor, I would (prefer to) await U.S. signs of a Wal-mart worker's union organizing before shorting the WMT.

    (It could happen!) But until then they will enjoy the poor labor situation with a vengeance.
    Aug 17 04:07 PM | Likes Like |Link to Comment
  • Sell AT&T And Buy Sprint [View article]
    While I appreciate the meaninglessness of that money, I would note that Sprint may have had zero money from such activities. And things scale differently.

    Thanks for "keeping focused"!

    Jul 14 02:34 PM | Likes Like |Link to Comment
  • 2 Relatively High Yield Semis To Consider This Summer [View article]
    A sort of handy reminder to buy low and be patient. Yay!

    Very little chance that humankind starts calculating for itself. One gold star! Yay.
    Jul 12 03:15 PM | Likes Like |Link to Comment
  • Sell AT&T And Buy Sprint [View article]
    Good points all around. But. Besides other apples to oranges, I see no mention from Ted (or anyone) that year vs year on AT&T is also incomparable. (Pears to Plums?)

    T has, perhaps wisely, farmed off its boring Yellow Pages division. Unless I'm mistaken, this changes the "Non Wireless" % considerably and can no longer be projected in the same way for comparison vs S. Maybe the drag is gone and OTOH maybe some cash-cow property is missing.

    A.K. is looking more seriously at non-US telecoms for both value and growth. Sort of pairs alertness. Pairs for pears :-)

    (Disclose : T for now, looking at bargains in Italy, Portugal, etc - also monopolistic-like. Vodafone??)
    Jul 12 03:08 PM | Likes Like |Link to Comment
  • Not All 'Failed States' Are Failed Markets And Colombia Stands Above The Rest [View article]
    Good article - fully understandable to most. greg4, perhaps you refer to the continuing tension between the Confederate States and the Union of States? :-/
    Jun 30 07:04 PM | Likes Like |Link to Comment
  • 4 Undervalued Chinese Stocks With Strong Inventory Trends [View article]
    Well, I don't know XIN from ...Jiangxi Zhongjiang Real Estate, for example. Looking at them side by side shows them beating each other differently over different time-frames. Not-my-thing-Pass.
    But I <i> also </i> don't know much about Pharmaceuticals. China Cord Blood may or may not be related. Pass also! Drugs are hard.

    What I have looked at, however, is RDA and Spreadtrum. Somehow both are less scary than RF-Micro devices (RFMD) all over the place stock. Sometimes a bargain, sometimes not.

    Others might like Skyworks Solutions (SWKS) too.
    Kudos for finding these as apparent bargains!
    The last of your picks even gives about a 2% yield to make up for not having the money in a Savings Account!!
    Jun 17 09:15 PM | Likes Like |Link to Comment
  • Move Over Probiotics, Coronado Biosciences Has 'Proparasites' [View article]
    We would be curious to see this broad world "this vs that" data along with the ages of population. What if M.S. is a natural built-in way of Organism Obsolescence? Perhaps one of many failure-states that conditions never 'hit' on a cellular level because of aging and hardship? Check extremes in youth and age, see what that study shows.

    Thanks. (I am a disclosed IMPERFECT biotech investor)
    May 14 02:26 PM | Likes Like |Link to Comment
  • Silver One Year After The Peak: On The Brink Of The Next Big Move [View article]
    On the contrary, "Technical" TA ("Analysis" hah) is pretty much guesswork based on wavy-line pattern. The names of TA and FA seem to really be reversed in meaning. Fundamentalism vs Technocratism. The fact that the market is extremely imperfect and people introduce chaos can't be measured, but this is what produces TA guesswork. Loading up and unloading based on what happened in the past - it's Ben Graham's "Mister Market!"

    Fundamental Analysis is actually more technical going by scientific terminology. This can confuse a great many people and will continue to do so. Sadly, so many people try chart-guesswork and THEMSELVES are the chaos "intruding" upon the system.

    So, yes, SLV and other metals don't follow the apparent production/needs/stock... model one would expect. Plus people have in the past tried to hoard it (speculation!).
    (Long SLV - more as a hedge. Not a clue "where it will go next" and that's just fine!)
    Apr 29 01:51 PM | 3 Likes Like |Link to Comment
  • FLY Leasing's CEO Discusses Q4 2011 Results - Earnings Call Transcript [View article]
    Note: In this industry it's "FERRY FLIGHT", not at all "FAIRY FLIGHT" otherwise seems to be a good transcription.

    Mar 15 06:27 PM | Likes Like |Link to Comment
  • Japanese Equities Will Surprise Even The Biggest Optimists [View article]
    Some may already be aware of this new ETF on the subject (The N225 itself) Caught a blip of CMSNBCBSBNBC interviewing Mr. Precidian.

    (Yea! They auto-did a tiny-urld this: -> )
    Mar 6 06:35 PM | Likes Like |Link to Comment
  • Fed Policies: Dr. Bernanke's Monster [View article]
    hknown - you may be forgetting Mr. Greenspan in your judgements. Who left things 'set up' for Bernanke to come in and look at the situation?
    Mar 4 01:23 PM | 3 Likes Like |Link to Comment
  • Corrections Corp. of America (CXW) is offering to buy prisons from cash-strapped state governments and run them at a cost-savings. But there’s a catch: CXW wants a 20-year contract and assurances that the state will keep the prisons at least 90% full. If the crime rate continues falling, will police, prosecutors and judges feel compelled to keep those prisoners rolling in?  [View news story]
    Mandate drug tests for people in charge of more than $25,000,000. Obviously these people can do much more harm than the poor seeking a photo ID!
    Feb 22 06:41 PM | Likes Like |Link to Comment
  • Shale: This Time It's Different [View article]
    He was not 'accusing', he was merely performing as 'sly.' This is a website - you need to hook in readers. Account for it!
    Feb 11 11:26 AM | Likes Like |Link to Comment
  • Dark Clouds Threaten German Clean Energy Ambitions: Global Implications [View article]
    Unfortunately, when called out that "They are wrong", climate-deniers call that being insulted. No progress.

    Anybody can take their "proof" and walk on the polar ice with confidence, I suppose...
    Jan 30 12:53 PM | Likes Like |Link to Comment
  • Dark Clouds Threaten German Clean Energy Ambitions: Global Implications [View article]
    Some of the first automobiles invented were electric.
    It was <I> so much easier </I> to switch to stuff which, long ago, gushed out of the ground begging to be burnt off. Perhaps people thought God would recycle the oil - they didn't know how it worked back then.
    Jan 26 03:34 PM | Likes Like |Link to Comment