hownow's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/90190/comments http://seekingalpha.com/article/132239-invest-in-bic-not-bric?source=feed#comment-472348 472348
India is the strongest link and the ONLY vowel !

indiaplay.blogspot.com

No BRIC, no BIC without "I" ndia]]> Wed, 22 Apr 2009 08:59:08 -0400
India is the strongest link and the ONLY vowel !

indiaplay.blogspot.com

No BRIC, no BIC without "I" ndia]]> http://seekingalpha.com/article/120876-india-s-budget-stimulates-votes-amid-negative-growth?source=feed#comment-391870 391870 One word for Indian businesses and Indian govt. ..they're all SPENT.]]> Tue, 17 Feb 2009 09:46:09 -0500 One word for Indian businesses and Indian govt. ..they're all SPENT.]]> http://seekingalpha.com/article/119661-kass-short-bet-on-berkshire-falls-short-of-reason?source=feed#comment-383784 383784
..but why stop at XLF ??

..may as well compare BRK with LEH and ask why Kass did not see the obvious short that LEH was..

..um.. how's *your* fund doing ??]]> Wed, 11 Feb 2009 09:52:44 -0500
..but why stop at XLF ??

..may as well compare BRK with LEH and ask why Kass did not see the obvious short that LEH was..

..um.. how's *your* fund doing ??]]> http://seekingalpha.com/article/117640-emerging-markets-beware-of-the-head-in-the-sand-strategy?source=feed#comment-372331 372331 Similar "smartMoney" sand in Mumbai :) :)

indiaplay.blogspot.com...]]> Sun, 01 Feb 2009 02:03:31 -0500 Similar "smartMoney" sand in Mumbai :) :)

indiaplay.blogspot.com...]]> http://seekingalpha.com/article/112032-sensing-a-market-turning-point?source=feed#comment-336692 336692 Another bottom caller.. well the tide's going out and your trusting flock will be looking for you soon Jeff..

quote:"the last two occasions that the S&P 500 exceeded the gap of 25% below its 200-DMA was in October 1974 and October 1987,
Their subsequent advance was more than 50%!"

.. yup this looks like will repeat .. going all in now.
]]> Tue, 23 Dec 2008 11:54:04 -0500 Another bottom caller.. well the tide's going out and your trusting flock will be looking for you soon Jeff..

quote:"the last two occasions that the S&P 500 exceeded the gap of 25% below its 200-DMA was in October 1974 and October 1987,
Their subsequent advance was more than 50%!"

.. yup this looks like will repeat .. going all in now.
]]> http://seekingalpha.com/article/109187-panic-in-cds-market-to-cause-next-collapse-in-equities?source=feed#comment-320686 320686 Gtarras:
waits for mean reversion, built some of these "models" and quotes Merton..

This is too rich..are you being funny ?? ;)

And of course your "models" took into account Citi's $300 B bailouts when you calculated the SD.

p.s. are you employed now ?]]> Thu, 04 Dec 2008 09:50:19 -0500 Gtarras:
waits for mean reversion, built some of these "models" and quotes Merton..

This is too rich..are you being funny ?? ;)

And of course your "models" took into account Citi's $300 B bailouts when you calculated the SD.

p.s. are you employed now ?]]> http://seekingalpha.com/article/108326-mumbai-terrorism-clouds-templeton-s-buy-india-call?source=feed#comment-316729 316729 Finally somebody gets India at SA.

The rest been just periodically issuing bottom buy calls last 6 months.

And Mobius looks like he's going to do a Buffett (on GS/GE) on India.]]> Fri, 28 Nov 2008 11:21:20 -0500 Finally somebody gets India at SA.

The rest been just periodically issuing bottom buy calls last 6 months.

And Mobius looks like he's going to do a Buffett (on GS/GE) on India.]]> http://seekingalpha.com/article/106440-indian-equities-still-not-time-to-buy?source=feed#comment-308758 308758 AND you would do well to keep an eye on Ludus (though MIA lately)

indiaplay.blogspot.com/]]> Tue, 18 Nov 2008 08:58:07 -0500 AND you would do well to keep an eye on Ludus (though MIA lately)

indiaplay.blogspot.com/]]> http://seekingalpha.com/article/105764-jim-rogers-still-bullish-on-commodities-bearish-on-the-fed?source=feed#comment-305272 305272 Time of riding around and holding forth wearing bow ties looking like over.

Jimmy better get his act together and save some coin.. could be a long time getting back his china/commodity investments.]]> Thu, 13 Nov 2008 12:34:06 -0500 Time of riding around and holding forth wearing bow ties looking like over.

Jimmy better get his act together and save some coin.. could be a long time getting back his china/commodity investments.]]> http://seekingalpha.com/article/105397-trend-following-ctas-no-panacea?source=feed#comment-305262 305262 OK this is the deepest insight into trend following I've seen in a long,long time.

"Trend following models identify and capitalize on long-dated economic trends, which are persistent."

"an investor can replicate those effects in a relatively simple fashion"

Sounds easy... just identify and capitalize !!

Hui, what exactly is your day job ?]]> Thu, 13 Nov 2008 12:25:57 -0500 OK this is the deepest insight into trend following I've seen in a long,long time.

"Trend following models identify and capitalize on long-dated economic trends, which are persistent."

"an investor can replicate those effects in a relatively simple fashion"

Sounds easy... just identify and capitalize !!

Hui, what exactly is your day job ?]]> http://seekingalpha.com/article/104153-highs-vs-lows-market-continues-to-show-strength?source=feed#comment-299541 299541
..I would guess this would occur right about near the top of bear mkt rally. :)]]> Thu, 06 Nov 2008 13:19:23 -0500
..I would guess this would occur right about near the top of bear mkt rally. :)]]> http://seekingalpha.com/article/104392-is-lending-returning-to-normal?source=feed#comment-299537 299537 Nice cap !!]]> Thu, 06 Nov 2008 13:14:50 -0500 Nice cap !!]]> http://seekingalpha.com/article/102648-short-india-is-a-perfect-emerging-market-trade?source=feed#comment-294314 294314 2 points for the optimists:

1. ALL the retail investors are still holding their stocks since index 21,000 and will hold until 6,000.

2. Anyone tried selling property in India lately ?

Read indiaplay.blogspot.com for reality check haha :)]]> Thu, 30 Oct 2008 11:32:37 -0400 2 points for the optimists:

1. ALL the retail investors are still holding their stocks since index 21,000 and will hold until 6,000.

2. Anyone tried selling property in India lately ?

Read indiaplay.blogspot.com for reality check haha :)]]> http://seekingalpha.com/article/100479-will-we-know-when-we-ve-made-a-low?source=feed#comment-285123 285123 99.99 % will lose money trying to buy the bottom, 01% will get it right.

..but there are fools born every new low. ;)]]> Sat, 18 Oct 2008 09:32:28 -0400 99.99 % will lose money trying to buy the bottom, 01% will get it right.

..but there are fools born every new low. ;)]]> http://seekingalpha.com/article/99827-long-ideas-in-indian-markets?source=feed#comment-282787 282787 You picked a winner in GMR.

Did 49 FII really invest at Rs.250 :-)

indiaplay.blogspot.com...
]]> Wed, 15 Oct 2008 09:10:13 -0400 You picked a winner in GMR.

Did 49 FII really invest at Rs.250 :-)

indiaplay.blogspot.com...
]]> http://seekingalpha.com/article/99504-what-does-warren-buffett-see-in-general-electric?source=feed#comment-280422 280422 1."American Business" is as highly regarded as "American Bank"

2. For too long Buffett has mistook a huge long term bull market for stock picking skills..buying a dip was no brainer ..just sit on it long enough.

..watch his stock now.


..

]]> Sun, 12 Oct 2008 09:56:55 -0400 1."American Business" is as highly regarded as "American Bank"

2. For too long Buffett has mistook a huge long term bull market for stock picking skills..buying a dip was no brainer ..just sit on it long enough.

..watch his stock now.


..

]]> http://seekingalpha.com/article/99118-clueless-cramer-s-mad-money-10-8-08?source=feed#comment-277622 277622 Cramer is the entertaining comic who started believing his own drivel..

..mistaking a bull market for brains.

..suddenly, look ma.. no clothes !]]> Thu, 09 Oct 2008 09:09:36 -0400 Cramer is the entertaining comic who started believing his own drivel..

..mistaking a bull market for brains.

..suddenly, look ma.. no clothes !]]> http://seekingalpha.com/article/99081-crazy-p-e-ratios?source=feed#comment-277613 277613
Do not get excited, P/Es will rise all the way down and "Investment Groups" of many shades will scratch their heads.]]> Thu, 09 Oct 2008 08:59:02 -0400
Do not get excited, P/Es will rise all the way down and "Investment Groups" of many shades will scratch their heads.]]> http://seekingalpha.com/article/97361-icici-bank-boring-business-compelling-valuation?source=feed#comment-277528 277528 "Srinath Vasan is a leading analyst at an asset management company in India who specializes in banking stocks."
Quote:
"What differentiates the boys from the men when it comes to banks?"

..looks like he's get separated from the men somewhat,eh?]]> Thu, 09 Oct 2008 04:22:03 -0400 "Srinath Vasan is a leading analyst at an asset management company in India who specializes in banking stocks."
Quote:
"What differentiates the boys from the men when it comes to banks?"

..looks like he's get separated from the men somewhat,eh?]]> http://seekingalpha.com/article/98937-roubini-was-right?source=feed#comment-276860 276860 "At some point, Nouriel will be too bearish."

Exactly as Adam Sharp says..

So you're saying Roubini will be wrong then and you in your infinite wisdom will see through it *again*..and actually know better.

This is *no* apology and in your heart you know better..
..he just got lucky.
]]> Wed, 08 Oct 2008 11:21:42 -0400 "At some point, Nouriel will be too bearish."

Exactly as Adam Sharp says..

So you're saying Roubini will be wrong then and you in your infinite wisdom will see through it *again*..and actually know better.

This is *no* apology and in your heart you know better..
..he just got lucky.
]]> http://seekingalpha.com/article/99002-vic-mohnish-pabrai-the-dhandho-investor-interesting-times-interesting-opportunities?source=feed#comment-276793 276793
Can't you spot bull market geniuses after all these years?

..and he sells books and speaks knowledgeably..but watch his performance in actually his first ever bear mkt.]]> Wed, 08 Oct 2008 10:45:02 -0400
Can't you spot bull market geniuses after all these years?

..and he sells books and speaks knowledgeably..but watch his performance in actually his first ever bear mkt.]]> http://seekingalpha.com/article/99041-india-battered-by-global-storm?source=feed#comment-276783 276783
Articles like these would go a long way in reviving the Glorious Indian Bull Run.

It is urgently needed :

indiaplay.blogspot.com...
]]> Wed, 08 Oct 2008 10:36:12 -0400
Articles like these would go a long way in reviving the Glorious Indian Bull Run.

It is urgently needed :

indiaplay.blogspot.com...
]]> http://seekingalpha.com/article/96947-india-s-approaching-age-of-basic-materials?source=feed#comment-265553 265553 Well Shiv, analysts all over are finally being seen in new light for their "special" visionary skills.. but it is worrying you manage to miss even their simple maths..

materials - global supply /demand.
Cap goods - domestic supply /demand.

]]> Fri, 26 Sep 2008 02:25:43 -0400 Well Shiv, analysts all over are finally being seen in new light for their "special" visionary skills.. but it is worrying you manage to miss even their simple maths..

materials - global supply /demand.
Cap goods - domestic supply /demand.

]]> http://seekingalpha.com/article/97361-icici-bank-boring-business-compelling-valuation?source=feed#comment-265531 265531
indiaplay.blogspot.com...

..and (till yesterday) took pride in bringing home to Indians, the benefits of US Banking sectors visionary growth.]]> Fri, 26 Sep 2008 01:25:49 -0400
indiaplay.blogspot.com...

..and (till yesterday) took pride in bringing home to Indians, the benefits of US Banking sectors visionary growth.]]> http://seekingalpha.com/article/97219-india-s-recent-economic-growth-causing-infrastructure-problems?source=feed#comment-265524 265524
Here's one of the heroes of Indian infra you could point your "contact" to

indiaplay.blogspot.com...

]]> Fri, 26 Sep 2008 01:14:09 -0400
Here's one of the heroes of Indian infra you could point your "contact" to

indiaplay.blogspot.com...

]]> http://seekingalpha.com/article/96577-why-the-blogosphere-has-turned-on-paulson?source=feed#comment-261372 261372
.. If these geniuses were around then, the US textile workers would still be proudly churning govt.subsidized, expensive clothes ..was too big to fail..too many job losses.

]]> Mon, 22 Sep 2008 10:16:57 -0400
.. If these geniuses were around then, the US textile workers would still be proudly churning govt.subsidized, expensive clothes ..was too big to fail..too many job losses.

]]> http://seekingalpha.com/article/96618-the-insanity-of-adjustable-rate-mortgages-endures?source=feed#comment-261315 261315
..how long have you been holding this FNM,FRE *long* ?]]> Mon, 22 Sep 2008 09:30:47 -0400
..how long have you been holding this FNM,FRE *long* ?]]> http://seekingalpha.com/article/93382-while-street-yells-sell-lampert-buys-back-4-of-sears?source=feed#comment-243375 243375 .. you prop the shares.

Lucky Eddie started believing his own genius.]]> Mon, 01 Sep 2008 15:52:42 -0400 .. you prop the shares.

Lucky Eddie started believing his own genius.]]> http://seekingalpha.com/article/93437-lehman-how-much-is-your-headquarters-worth?source=feed#comment-243367 243367 Mon, 01 Sep 2008 15:29:37 -0400 http://seekingalpha.com/article/93368-will-the-ecb-send-emerging-markets-down-this-week?source=feed#comment-243361 243361 But India is decoupled ..thank god. ;)]]> Mon, 01 Sep 2008 15:24:11 -0400 But India is decoupled ..thank god. ;)]]>