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  • "LinkedIn (LNKD) is only a carefully-worded Facebook (FB) press release away from being Monster (MWW)," writes Barry Randall, noting growing amounts of people already finding jobs on Facebook. If you have to own a "high-growth, high volatility, high PE name," try Zillow (Z), which shares LinkedIn's upside, but maybe without the downside risk.  [View news story]
    I've been screaming this from the rooftops in my comments to similar articles here on SA, but when LNKD has erased fall 2011 losses and is now trading in the 90s, who listens?...
    Mar 12, 2012. 09:40 AM | Likes Like |Link to Comment
  • Geron: Mea Culpa [View article]
    It was a direct translation from his native language/syntax to English without a mastery of the English syntax. He disputes the validity of the article as misleading. He thinks you shorted GERN and are trying to drive the price down.
    Feb 7, 2012. 04:25 AM | Likes Like |Link to Comment
  • A WSJ analysis shows how execs at large companies going through bankruptcy receive millions in compensation while slashing tens of thousands of jobs. At 21 firms, the CEOs received a combined total of over $350M, with the median amount $8.7M. However, lawyer Richard Levin argues that firms "need to attract the best people."  [View news story]
    Hold on. So how did the market clearance price for "talent" arrive at $8.7M? What imperical measurement is it based on? I can guess. What Mr. Levin meant to say is "They need to attract the best PERSON." The PEOPLE can be laid off in droves. Carry on...
    Jan 27, 2012. 06:01 AM | 3 Likes Like |Link to Comment
  • Stocks I'd Average Down On [View article]
    Glen, I wanted to say thanks. I follow you and John Mauldin. I like the blending of the two different approaches. You don't know it but you have made me money on your insight.

    I am young enough to take some risks and rarely plow much of my portfolio into defensives, though I have done very well with JnJ. Your silver insight several months ago was on the mark. I believe you called it the day before it tanked and I loaded up on the shorts. The fastest and easiest money I made in 48 hours.

    I am curious to hear what you have to say about natgas or REITs.

    I am closely watching LEE. I try to stick with industries I know and like. Print media is unsettling to me in the digital age. I am not one to walk away from an alpha opportunity but this one just doesn't feel right.

    As far as GOOG goes, I would hold out until a Spring or Summer dip and try to grab it as close to or below $500 as possible. I don't see it launching into orbit for a while especially since they seem to be misfiring quite a bit with new ventures.
    Sep 15, 2011. 02:34 AM | Likes Like |Link to Comment
  • Gold - Don't Buy The Dip Yet [View article]

    I'm with you. You are wise beyond your years. It is funny you used a parable from the bible since I believe the fever for gold has become quasi-religious. If people can learn to take the emotion out of their trades they should do better in this market. I have made money on both dips in gold and silver. You have been a great help. Thanks again.

    Martin Salinas II
    Aug 26, 2011. 02:42 AM | Likes Like |Link to Comment
  • The CME hikes gold margins for the 2nd time in as many weeks, lifting them 27% this time to $9,450. Could anybody have known about this beforehand? Gold drops a few more dollars to $1,758/oz. (PR)  [View news story]
    The recent gold trade fever never made sense. Beyond the fundamentals of maintaining bit of metals in your portfolio to keep a balance of tangible assets, the current gold fury arguments falls off the radar. The argument du jour has been that gold is a currency replacement since paper money represents mostly nothing but a promise. At the moment, my money still has value and I am able to support my family with it. Gold was supposed to be a tangible asset that shines in the face of empty paper dollars. Yet, people are buying ETFs and "paper" gold. Very few are taking physical delivery. Gold is turning into a religion rather than a fundamental asset. People are now trading with their emotions. Buy gold to balance your portfolio, but be careful if you are buying it because you believe the world is ending or that your dollars will soon be worthless. Remember that someone has to be able to trade you something for your gold, such as money (now) or goods (at the end of the world). If not, gold is worthless. Would it not be better to have goods instead? Remember the bartering system? Gold was just one currency and its value was not backed in anything but sentiment and desire. Ancient peoples just agreed to the value. This is easily reversed, such as when we decided bank notes would be more valuable and gold would adorn our wives and speaker connections. No one has said that at the end of the world, gold will be the currency. There are other resources out there more suitable to support and end of times scenario such as rare earths, shelter, water, fuel, bullets, food, physical security, information…I could go on and on. In the mean time, relax. Keep a reasonable amount of gold in your portfolio and don’t lose your head.
    Aug 25, 2011. 04:03 AM | 3 Likes Like |Link to Comment
  • The Jackson Hole Rally [View article]
    We are in a war time panic.

    1940s- birth of electronic warfare
    1950s- birth of cold warfare
    1960s- birth of modern guerilla warfare
    1990s- birth of cyber warfare

    2000s- birth of economic warfare
    Aug 24, 2011. 07:28 AM | Likes Like |Link to Comment
  • 3 Promising Stocks to Watch: LinkedIn, Tesla, Zipcar [View article]
    Facebook is to LinkedIn as smartphone is to PDA, MP3 player, and cell. Eventually there is capitulation, integration, and a dying redundant technology. I can’t imagine how Facebook doesn’t win this battle for advertising space when it goes public and by adding more professional features. Not to mention what happens in November when the primary market “hold” contracts for LNKD expire. Sprinkle in a recession… I don’t see how people can be so confident that the stock is worth more than its fair value and P/E, especially when the valuation above its market debut was given by the same banks that underwrote the IPO. The whole thing seems to be propped up on toothpicks and wishes. I believe a lot of retail traders are in for a slap in the back of the head from the institutional players when the carpet gets pulled.
    Aug 17, 2011. 09:04 AM | Likes Like |Link to Comment
  • LinkedIn: High Risk, Low Value [View article]
    Right on. Also, there is today buzz that Groupon has also been propped up by underwriters and more talk about a bubble. For those who are buying up LNKD through wishes and promises and not on fundamentals, good luck. These are the same people that come back to these sites with comments that the market is fixed. The market is only fixed against those who ignore fundamentals and follow what the brokers who manipulate them say, such as those brokers that underwrote LNKD and now are claiming it is a value at 1400 P/E. <headpalm>
    Jun 30, 2011. 07:54 AM | 1 Like Like |Link to Comment
  • LinkedIn's Valuation Is Unjustifiable [View article]
    The most excellent point I've heard yet! You're right. Beyond the over-valuation, once a trunaround in the job market spurs, LNKD becomes Friendster. Insult to injury= Facebook Pro!
    May 30, 2011. 01:22 PM | Likes Like |Link to Comment
  • Why It's Highly Unlikely Silver's Parabolic Rise Was a Short-Squeeze [View article]
    The silver/gold buy/sell argument has jumped the shark and become religious. At this point, intelectual conversation is impossible. People are taking evidence from one side or the other to attept to validate their faith. I'm lighting a candle for the death of silver and rebirth of the dollar, amen.
    May 24, 2011. 04:46 AM | 2 Likes Like |Link to Comment