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Ambil Kembali

Ambil Kembali
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  • Fitch has it wrong, U.S. banks could actually wind up benefitting from Europe's debt crisis, says Rochdale's Dick Bove, He cites two reasons: First, U.S. banks have a relatively low level of exposure to European banks. Second, the problems facing European banks could actually drive business to seek healthier institutions in the U.S. His top picks: PNC Financial (PNC) and Fifth Third Bancorp (FITB). Both get hit when Europe erupts, but neither are heavily exposed to European banks.  [View news story]
    International trade in ores, wood,nuts, art, tech, fabric, honey, tobacco, autos, and Florida Oranges (and etc) must all be purely barter. No need for banking and interconnection.

    Nov 17 08:27 PM | 2 Likes Like |Link to Comment
  • AT&T: Buy The Stock Or The Bond [View article]
    Argh, found that out the hard way sam! Albeit a slight amount out of things, it was a rude shock that "they" decide when to call it in, not the individual investor.
    Nov 15 07:31 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - The Coca-Cola Downgrade Was Fatuous (10/14/11) [View article]
    My off-the cuff response to KO would also be: "Who doesn't like Coke at this point?"
    Oct 16 07:52 PM | Likes Like |Link to Comment
  • Valero Looks Like a Steal At Its Current Price [View article]
    What if the "Keystone" Pipeline benefiting the company fails to go through Nebraska? I see no discussion of operational doubts.
    Oct 12 07:36 PM | 1 Like Like |Link to Comment
  • Why Pepsi Is A Core Holding In My Portfolio [View article]
    Yes nice article. Many of your points fit A.K.'s reasoning for PEP.
    However, sometimes I personally put a warning flag on Russian things, and a separate one for Dairy - within the consumable groups.
    Now PEP has, as you said, a
    'Russian dairy goods company' within it.
    Izze soda reflects the Whole-Foods isle discretionary within the "drink portfolio" now-a-days. For me a shock of russian cheese-drink factory is balanced so far.

    Disclosure ( both KO and PEP, lately balance shifting towards the latter)
    Sep 4 11:40 AM | Likes Like |Link to Comment
  • Whither T-Mobile USA? [View article]
    There were pro-job noises from the Telcos in question - sort of a bribe now that the chips are down come to think of it and the cat's out of the bag. A claim of a good thing doesn't balance out the force of existing rules.
    Sep 1 05:05 PM | Likes Like |Link to Comment
  • A.K's Powershares (and ETF) test portfolio and analysis p.2 [View instapost]
    Actually, I put in a wrong 'Price paid'. All are in the green even through Aug 2011's rough patch.

    (Best is still PDP; DWA's Technical Leaders. WTG chart-systems!)
    Aug 15 04:55 PM | Likes Like |Link to Comment
  • A.K's Powershares (and ETF) test portfolio and analysis p.2 [View instapost]
    At last, moved this here to S.A's Portfolios to track. As could be expected, lately the PWC part of the 4 major ETFs is bringing it down this fine August week. (And I did not find a way to show it "held" about 800 USD in cash ready to use. Strategically I'm dubious about putting this into the Dynamic ETF. It might make more sense to wait for the Value portion to be worst performer and add to it in the future.)
    Aug 14 04:27 PM | Likes Like |Link to Comment
  • On Zero Hedge's S&P 500 Conspiracy Theory - An Alternate Explanation [View article]
    8/4/2011 - Zero Hedge website is suffering an outage. (Outrage?) This is either a bug or some over-trafficed website thing or indeed a blockage of the precious metals coordination the hedgers over there combine to do (by having similar opinions). Or both.

    "They" did not take S.A. down merely because it is not a useful place to get advice :-) Kidding.

    EDIT : actually it is just very very very slow to me. (Blogging people and opinions take up resources)
    Aug 4 02:37 PM | Likes Like |Link to Comment
  • Wynn Resorts (WYNN): Q2 EPS of $1.60 beats by $0.57. Revenue of $1.4B (+32.3% Y/Y). Shares +1.3% AH.(PR)  [View news story]
    On the contrary, Steve Whine is just sucking up to the big spenders. Far too many plutocrats are sitting on their dough and not visiting Vegas. Too many little spenders are either fired by CEOs or not of a gambling mentality like a typical working stiff.

    It's ironic that what he whines about is fiscal responsibility, he runs a skimming operation that produces nothing - height of irresponsibility with money! Tea Party can't help him either, they're tightwads.
    Jul 19 09:39 AM | Likes Like |Link to Comment
  • 2 Widely Held Losers to Cut Loose and 1 to Buy Now [View article]
    Besides "2 Widely Held Losers to Cut Loose and 1 to Buy Now"
    on Fri, Jul 15 • T, EBAY, LUV
    This year, Larry has commented on the following:
    on Fri, Jul 15 • AMZN, AAPL, GOOG
    on Wed, Jul 13 • IWS, CBS, TUP
    (TUP interesting, years ago much better value, it grew!)

    on Mon, Jul 11 • IWP, AHT, CPRT
    on Fri, Jul 8 • CLX, PEP, SYY
    on Thu, Jul 7 • IWF, AMZN, AAPL
    on Wed, Jul 6 • DIS, GE, KO
    on Tue, Jul 5 • PTH, BIIB, MCK <---- Drugs.
    on Thu, Jun 30 • DELL, DTV, PEP
    on Thu, Jun 30 • NFLX, JNJ, RAD
    on Sun, Jun 26 • AEA
    on Thu, Jun 23 • ARCC, CODI, FSC
    on Wed, Jun 22 • AMGN, TEVA <--- Drugs again
    on Tue, Jun 21 • DVY, CVX, ETR
    on Mon, Jun 20 • COCO, CRR, TYC
    on Mon, Jun 20 • HRB, ANF, LUV
    on Thu, Jun 16 • HPQ, KO, MCD
    on Wed, Jun 15 • IMAX
    on Wed, Jun 15 • CPRT, ALL, PGR
    on Tue, Jun 14 • PPDI
    on Mon, Jun 13 • DLTR, NDN, DG <--- Cheap stuff stores.
    on Mon, Jun 13 • LVS, MGM, WYNN <--- Casinos. Not my cuppa.
    on Sun, Jun 12 • LUK, BRK.B •
    on Fri, Jun 10 • AHT, GS, SHO •
    on Thu, Jun 9 • GS, EDMC
    on Wed, Jun 8 • IMAX
    on Tue, Jun 7 • COP, CVX, BP
    on Wed, Jan 26 • DTO, SLV, ZSL

    Mr. Meyer's best is BDCS's, Disclosure for me - CODI held.

    Some of these are 'building a portfolio' type articles - context important. I'm fond of keeping a Telco in my mix as well, and was indeed wondering if T needs replacing. Too bad DT delisted in the US, but maybe in future the German-run EuroNYSE will correct that?
    Other phone stuff worth investigating, VOD and TEF. Hate Sprint, but it may be okay later on.
    Jul 15 03:23 PM | 1 Like Like |Link to Comment
  • Navigating the Wild, Wonderful World of Canadian Corporations (Formerly Trusts) [View article]
    Didn't see the major correction this article needed.

    Rick Mercer is himself Canadian. The quote from him, obviously, is that U.S.A seems to deserve a smack!

    Otherwise, quite quite and carry on.
    Jul 11 05:46 PM | 1 Like Like |Link to Comment
  • 10 Reasons General Electric Is 25% Undervalued [View article]
    - roisescenario. It's not only too complex to analyze, the large group of investors & traders who think exclusively in pigeonholing things are totally boggled. It must be the core of why it looks like a financial company to such persons.

    One thing about Mr. Buffett, he seems to invest in things that, if he goes into their reports, he (and hopefully we) will see the big picture on what's selling, shipping, and growing. And of course where!
    Jul 5 01:50 PM | Likes Like |Link to Comment
  • ETF mostly-Powershares test Portfoliation [View instapost]
    Adding a better look from Yahoo's paper-trade with a
    snapshot "page 2" of this blog.
    Jun 24 01:30 PM | Likes Like |Link to Comment
  • Is Pandora Worth $2 Billion? [View article]
    Listening to Slacker here - every 15 (?) minutes an interruption ad sounds off. I expect they finely judge the annoyance factor and maximize bang for buck.

    Disclaimer: not a big fan of marketing & ads - because I know how they work too well.
    Jun 15 02:26 PM | Likes Like |Link to Comment