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Ambil Kembali

Ambil Kembali
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  • SunOpta: Cheap Organic Food Company With 2 Secret Ingredients [View article]
    Nice article and thoughtful comments! I like when somebody points out that Goodwill Intangibles are complete guesswork about the mental landscape!

    A "Fiscal Cliff" note, U.S. Agriculture policies could somehow make non-soy old fashioned milk sharply rise in price.
    Dec 29, 2012. 02:53 PM | 1 Like Like |Link to Comment
  • 5 New Jim Rogers Commodities ETNs Coming Soon, Delayed By Storm [View article]
    Correct me if this is wrong, but - if there is a Contango on a thing though futures AND a parallel offering without contango, then somebody somewhere is going to be in an uncomfortable situation and this will slow down trades? Or what? Or are futures enough of an imaginary friend to fiddle with it and undercut their predictive "power" ?? (You can see I'm confused)

    Nov 3, 2012. 11:22 AM | Likes Like |Link to Comment
  • Raytheon Company: Dividend Stock Analysis [View article]
    Was about to re-read Security Analysis and look over various equities - you've shortened my work by letting us know the Graham number is unknowable here. (Thanks I guess)
    Oct 12, 2012. 04:56 PM | Likes Like |Link to Comment
  • Why Annie's Stock Is Bound To Drop [View article]
    He shouldn't tell you that! :-) Any information feeds back in to a loop, even obscure anecdotal things stack up. Anyway, good article Mr.Plaxe, UNFI recently made one of my obscure screens, and I had held HAIN long ago (sold for cash, but probably shouldn't have.)

    Humans have odd feeding habits, so I would tend to factor in a lot of lying about what people "say they will eat more of"...they mean well, but then aggressive marketing of cheap things grabs them by the wallet...
    Sep 25, 2012. 04:25 PM | Likes Like |Link to Comment
  • Cramer Has A Buy Rating On This $7 Stock That Yields 16% [View article]
    People fail to pick up on Cramer's way of adding "with a grain of salt", to his pronouncements! (The too quick disclaimer the lawyers text-display during the show.) Also, many of his callers explain the context of a trade/investment, and he responds with a markedly contextual response (off the cuff). If you "hate" what he's doing, I'd advise you to think of him as giving estimates to individuals.

    More important is his experienced and apolitical in the trenches viewpoint. Look, the insider stuff you hate, he is shining a light on it while rolling his eyes! Sectors. What the fools who "technically" send signals to each other through wavy lines WILL DO. etc.
    Aug 30, 2012. 01:01 PM | 3 Likes Like |Link to Comment
  • 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 06:35 PM | Likes Like |Link to Comment