ari5000's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/90565/comments http://seekingalpha.com/article/178405-why-i-m-buying-c-d-technologies?source=feed#comment-813027 813027 Fri, 18 Dec 2009 20:12:20 -0500 http://seekingalpha.com/article/178405-why-i-m-buying-c-d-technologies?source=feed#comment-809376 809376 Wed, 16 Dec 2009 20:52:04 -0500 http://seekingalpha.com/article/178405-why-i-m-buying-c-d-technologies?source=feed#comment-808786 808786
This is being sold without a second thought.

I wouldn't buy this now... just too much risk involved but this is your space and you've had a great run on the other names. Did you ever get in on HPJ? Now that one at 1.50 would have been an historic call.]]> Wed, 16 Dec 2009 14:20:25 -0500
This is being sold without a second thought.

I wouldn't buy this now... just too much risk involved but this is your space and you've had a great run on the other names. Did you ever get in on HPJ? Now that one at 1.50 would have been an historic call.]]> http://seekingalpha.com/news/market_currents/post/38027?source=feed#comment-799650 799650
BKS trying to compete with AMZN. Like the JV basketball team in my hometown playing against the Lakers. ]]> Thu, 10 Dec 2009 09:27:54 -0500
BKS trying to compete with AMZN. Like the JV basketball team in my hometown playing against the Lakers. ]]> http://seekingalpha.com/article/177220-apple-overvalued-here-s-what-else-you-can-get-for-the-price?source=feed#comment-798343 798343
I wouldn't buy AAPL or any of the other big caps listed. People own AAPL because it's understandable and 'safe' compared to many fast growing Chinese companies people are afraid to study or understand. It's a very inefficient market. I know Lonely is short AMZN because it's overvalued... but I think that's also a bad investment. Much easier, simpler ways to make 50% a year than shorting a Street favorite.]]> Wed, 09 Dec 2009 13:37:18 -0500
I wouldn't buy AAPL or any of the other big caps listed. People own AAPL because it's understandable and 'safe' compared to many fast growing Chinese companies people are afraid to study or understand. It's a very inefficient market. I know Lonely is short AMZN because it's overvalued... but I think that's also a bad investment. Much easier, simpler ways to make 50% a year than shorting a Street favorite.]]> http://seekingalpha.com/news/market_currents/post/37963?source=feed#comment-798300 798300

Oh well. They'll likely get back in when the Dow hits 11,000 next year.]]> Wed, 09 Dec 2009 13:08:17 -0500

Oh well. They'll likely get back in when the Dow hits 11,000 next year.]]> http://seekingalpha.com/article/174846-food-stocks-deserve-to-be-on-your-plate?source=feed#comment-788468 788468 Thu, 03 Dec 2009 10:44:32 -0500 http://seekingalpha.com/article/175809-chinese-industrialization-is-no-waste?source=feed#comment-785432 785432
We put the 'lout' in bailout.]]> Tue, 01 Dec 2009 20:59:44 -0500
We put the 'lout' in bailout.]]> http://seekingalpha.com/article/174707-spectrum-pharma-zevalin-sales-ramp-up?source=feed#comment-779802 779802 Fri, 27 Nov 2009 13:27:26 -0500 http://seekingalpha.com/article/175214-nucor-corporation-fantastic-stock-at-an-attractive-price?source=feed#comment-777217 777217
Is this a joke?]]> Wed, 25 Nov 2009 11:43:59 -0500
Is this a joke?]]> http://seekingalpha.com/article/174273-even-amazon-bears-are-bullish?source=feed#comment-768288 768288
Only down 2.30 today... shouldn't take long. ]]> Thu, 19 Nov 2009 20:26:43 -0500
Only down 2.30 today... shouldn't take long. ]]> http://seekingalpha.com/article/174273-even-amazon-bears-are-bullish?source=feed#comment-766985 766985
AMZN is a great company, like AAPL, but we all know a great company doesn't always mean a great stock price.

If the Fed were to raise interest rates .50 tomorrow, would AMZN bulls still be happy holding at 130? My guess that would "change everything" - but it really shouldn't. But obviously -- this is not about fair value or 'value' of anything anymore.]]> Thu, 19 Nov 2009 08:33:20 -0500
AMZN is a great company, like AAPL, but we all know a great company doesn't always mean a great stock price.

If the Fed were to raise interest rates .50 tomorrow, would AMZN bulls still be happy holding at 130? My guess that would "change everything" - but it really shouldn't. But obviously -- this is not about fair value or 'value' of anything anymore.]]> http://seekingalpha.com/article/173921-whitney-gets-bearish-will-she-be-right-again?source=feed#comment-764534 764534
and the complete neutering of accounting rules so that Citigroup and other banks never have to book losses... I don't see a big financial blow meltdown.

M. Whitney is 'right' in that there's no 'good' reason for the market to be rallying. But there are plenty of bad reasons why it is. Saying she has "no idea" just kind of shows how clueless she is. But I feel her pain.]]> Tue, 17 Nov 2009 19:43:13 -0500
and the complete neutering of accounting rules so that Citigroup and other banks never have to book losses... I don't see a big financial blow meltdown.

M. Whitney is 'right' in that there's no 'good' reason for the market to be rallying. But there are plenty of bad reasons why it is. Saying she has "no idea" just kind of shows how clueless she is. But I feel her pain.]]> http://seekingalpha.com/article/173684-meredith-whitney-i-haven-t-been-this-bearish-in-a-year?source=feed#comment-762947 762947
If people were really bullish -- they wouldn't give a crap what another talking head has to say... but everyone knows this rally is climbing on the back of a broken dollar and not much else. Fumes and lies. And now very extended. Small cap companies I follow keep putting out really bad results and are getting hammered. The divergences are already there. Just needs a push and over the waterfall this market goes.]]> Mon, 16 Nov 2009 20:52:34 -0500
If people were really bullish -- they wouldn't give a crap what another talking head has to say... but everyone knows this rally is climbing on the back of a broken dollar and not much else. Fumes and lies. And now very extended. Small cap companies I follow keep putting out really bad results and are getting hammered. The divergences are already there. Just needs a push and over the waterfall this market goes.]]> http://seekingalpha.com/article/173357-if-this-is-a-recovery?source=feed#comment-760820 760820 Sun, 15 Nov 2009 10:05:31 -0500 http://seekingalpha.com/article/173119-understanding-the-dollar-debate?source=feed#comment-759786 759786
For the majority however, they can't take advantage of the destruction of purchasing power. In fact, the bottom 80% of our country or so will be severely punished by a diminished quality of life as oil, health care, food prices slowly rise. I doubt anyone's getting a big pay raise. Social Security recipients are receiving no COLA this year.

How come after every crisis, the guys who work for Goldman and all the bank CEOs make out like bandits and the national debt (paid by the plebians) just grows and grows?

Rome tried this whole thing out a long time ago. It didn't work then, it won't work now. Why should it? It's the same road to collapse. It'll take a long time of course. They'll drag it out. But the result will be the same. I think people keep expecting gold to spike to 10,000/oz and stocks to collapse but I see just a slow and steady decline. Right now stocks are heading up with the global money printing. It's the ABD trade (anything but dollars). But there will be violent plunges because even AMZN at some price in the 200s is probably riskier than holding a dollar.

It's all been tried before. Politicians work for one class of people. The rich will be fine. Just make sure you're rich. Otherwise this country is not going to be a fun place to live anymore.]]> Sat, 14 Nov 2009 00:22:20 -0500
For the majority however, they can't take advantage of the destruction of purchasing power. In fact, the bottom 80% of our country or so will be severely punished by a diminished quality of life as oil, health care, food prices slowly rise. I doubt anyone's getting a big pay raise. Social Security recipients are receiving no COLA this year.

How come after every crisis, the guys who work for Goldman and all the bank CEOs make out like bandits and the national debt (paid by the plebians) just grows and grows?

Rome tried this whole thing out a long time ago. It didn't work then, it won't work now. Why should it? It's the same road to collapse. It'll take a long time of course. They'll drag it out. But the result will be the same. I think people keep expecting gold to spike to 10,000/oz and stocks to collapse but I see just a slow and steady decline. Right now stocks are heading up with the global money printing. It's the ABD trade (anything but dollars). But there will be violent plunges because even AMZN at some price in the 200s is probably riskier than holding a dollar.

It's all been tried before. Politicians work for one class of people. The rich will be fine. Just make sure you're rich. Otherwise this country is not going to be a fun place to live anymore.]]> http://seekingalpha.com/instablog/142982-joseph-l-shaefer/35360-are-you-prepared-for-an-800-point-blowoff-day?source=feed#comment-757334 757334
UUP up huge today and still no significant selloff... being short just no fun anymore.]]> Thu, 12 Nov 2009 12:43:19 -0500
UUP up huge today and still no significant selloff... being short just no fun anymore.]]> http://seekingalpha.com/article/172470-barnes-noble-a-sale-on-bks?source=feed#comment-757150 757150 Thu, 12 Nov 2009 11:12:01 -0500 http://seekingalpha.com/article/161275-travel-centers-of-america-rare-value-investing-opportunity?source=feed#comment-755635 755635

awful pick for anyone except fast traders. Just didn't do careful analysis at all... markets at new highs... this thing tanks. ]]> Wed, 11 Nov 2009 13:27:44 -0500

awful pick for anyone except fast traders. Just didn't do careful analysis at all... markets at new highs... this thing tanks. ]]> http://seekingalpha.com/instablog/360252-the-geoteam/34985-bofi-holding-inc-sidesteps-global-financial-crisis?source=feed#comment-753611 753611 Tue, 10 Nov 2009 08:53:59 -0500 http://seekingalpha.com/news/market_currents/post/36077?source=feed#comment-750812 750812
How do these finanicial companies lead? Lead in what? Creating jobs? Adding value to our society. They lead in enriching a few upper management employees to millions and leaving the rest of the country saddled with enormous debt.

]]> Sun, 08 Nov 2009 11:34:54 -0500
How do these finanicial companies lead? Lead in what? Creating jobs? Adding value to our society. They lead in enriching a few upper management employees to millions and leaving the rest of the country saddled with enormous debt.

]]> http://seekingalpha.com/news/market_currents/post/35615?source=feed#comment-740804 740804 Mon, 02 Nov 2009 14:30:36 -0500 http://seekingalpha.com/article/170298-grantham-greenblatt-see-value-in-quality-10-guru-strategy-stocks?source=feed#comment-740158 740158
probably will get a whole lot cheaper during the correction phase.


Magic Formula screen is one of those systems like Dogs of the Dow which has had its day. Now it's just a broken system that will deliver good but not beatable results going forward.]]> Mon, 02 Nov 2009 09:24:20 -0500
probably will get a whole lot cheaper during the correction phase.


Magic Formula screen is one of those systems like Dogs of the Dow which has had its day. Now it's just a broken system that will deliver good but not beatable results going forward.]]> http://seekingalpha.com/article/170431-china-in-a-bubble?source=feed#comment-739573 739573
U.S. stocks, especially financials -- are 100x more overvalued than most Chinese stocks.

But a little less so after Bloody Monday... coming your way in tomorrow.]]> Sun, 01 Nov 2009 16:28:28 -0500
U.S. stocks, especially financials -- are 100x more overvalued than most Chinese stocks.

But a little less so after Bloody Monday... coming your way in tomorrow.]]> http://seekingalpha.com/article/169701-chinext-launch-should-boost-china-small-cap-index?source=feed#comment-736416 736416
There's a lot more to the global economy than America. The world can probably grow quite rapidly with 20% of the U.S. population unemployed. GS employees and the top 10% are getting richer every day -- there will be no big drop in U.S. consumption as everyone thinks. People keep focusing on the trees and miss the forest.]]> Thu, 29 Oct 2009 21:23:43 -0400
There's a lot more to the global economy than America. The world can probably grow quite rapidly with 20% of the U.S. population unemployed. GS employees and the top 10% are getting richer every day -- there will be no big drop in U.S. consumption as everyone thinks. People keep focusing on the trees and miss the forest.]]> http://seekingalpha.com/news/market_currents/post/34275?source=feed#comment-717047 717047
They really stuck it to the man this time.

Suck on that, Mr. Lewis.]]> Thu, 15 Oct 2009 21:06:56 -0400
They really stuck it to the man this time.

Suck on that, Mr. Lewis.]]> http://seekingalpha.com/news/market_currents/post/34244?source=feed#comment-716488 716488 Thu, 15 Oct 2009 12:44:29 -0400 http://seekingalpha.com/instablog/239719-james-quinn/30890-commercial-real-estate-collapse?source=feed#comment-709248 709248 Thu, 08 Oct 2009 16:55:34 -0400 http://seekingalpha.com/article/164202-cramer-s-stop-trading-hmos-are-terminally-ill-9-30-09?source=feed#comment-708645 708645
Anyone still long BSC?]]> Thu, 08 Oct 2009 10:37:14 -0400
Anyone still long BSC?]]> http://seekingalpha.com/article/163714-insmed-is-well-positioned-to-make-a-good-deal?source=feed#comment-701280 701280
See FNM, FRE, AIG, AXL for how delisting notices can suddenly light a fire under a ticker.]]> Sat, 03 Oct 2009 10:12:56 -0400
See FNM, FRE, AIG, AXL for how delisting notices can suddenly light a fire under a ticker.]]>