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    <title>tobi0040's Comments</title>
    <description>tobi0040's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/934449/comments</link>
    <item>
      <title>The Apple Bubble Is Ready To Burst</title>
      <link>http://seekingalpha.com/article/310800/comments?source=feed#comment-2605561</link>
      <guid isPermaLink="false">2605561</guid>
      <content>
        <![CDATA[$18 is certainly better than $500. However, projections are next year this company will be worth $200 a share in just cash, not factoring the fact that they will make $50 per share a year. $85 is lunacy.]]>
      </content>
      <pubDate>Mon, 13 Feb 2012 12:39:10 -0500</pubDate>
      <description>
        <![CDATA[$18 is certainly better than $500. However, projections are next year this company will be worth $200 a share in just cash, not factoring the fact that they will make $50 per share a year. $85 is lunacy.]]>
      </description>
    </item>
    <item>
      <title>The Apple Bubble Is Ready To Burst</title>
      <link>http://seekingalpha.com/article/310800/comments?source=feed#comment-2470361</link>
      <guid isPermaLink="false">2470361</guid>
      <content>
        <![CDATA[I believe this stock is massively under-valued. Let's put it this way, the January 2014 Puts at a strike of $205 are trading at $405. I will sell these all day long. If he thinks the price can go to $85, it is a huge opportunity for him. ]]>
      </content>
      <pubDate>Wed, 08 Feb 2012 08:55:41 -0500</pubDate>
      <description>
        <![CDATA[I believe this stock is massively under-valued. Let's put it this way, the January 2014 Puts at a strike of $205 are trading at $405. I will sell these all day long. If he thinks the price can go to $85, it is a huge opportunity for him. ]]>
      </description>
    </item>
    <item>
      <title>Buy J.C. Penney: The Turnaround (And Rally) Has Only Just Begun</title>
      <link>http://seekingalpha.com/article/334981/comments?source=feed#comment-2333151</link>
      <guid isPermaLink="false">2333151</guid>
      <content>
        <![CDATA[Look, no doubt this company is turning around, but this stock has gotten way too far ahead of itself. Apple did great based on far superior products than their competition. It will be much harder for Johnson to duplicate that with JCP. The stock my run up a bit in the short-term, but this is all expectations. They would have to triple earnings from here to be in-line with the industry. I would not tout going long this stock.]]>
      </content>
      <pubDate>Thu, 02 Feb 2012 12:46:09 -0500</pubDate>
      <description>
        <![CDATA[Look, no doubt this company is turning around, but this stock has gotten way too far ahead of itself. Apple did great based on far superior products than their competition. It will be much harder for Johnson to duplicate that with JCP. The stock my run up a bit in the short-term, but this is all expectations. They would have to triple earnings from here to be in-line with the industry. I would not tout going long this stock.]]>
      </description>
    </item>
    <item>
      <title>Buy J.C. Penney: The Turnaround (And Rally) Has Only Just Begun</title>
      <link>http://seekingalpha.com/article/334981/comments?source=feed#comment-2324591</link>
      <guid isPermaLink="false">2324591</guid>
      <content>
        <![CDATA[Timmy The Tooth, I could not agree more. They hired a good CEO and the best marketing guy in the business, but the valuation does not make sense. Think about Target when Ackman got involved. Went from mid 50's to 70 on expectations, four years later the stock is in the low 50's. JCP TTM P/E is 55. They could double earnings and still be at 27.5, well above the industry average. Target's P/E TTM is 12, WMT is 14. If JCP is anything, it is a short from here.]]>
      </content>
      <pubDate>Thu, 02 Feb 2012 08:57:51 -0500</pubDate>
      <description>
        <![CDATA[Timmy The Tooth, I could not agree more. They hired a good CEO and the best marketing guy in the business, but the valuation does not make sense. Think about Target when Ackman got involved. Went from mid 50's to 70 on expectations, four years later the stock is in the low 50's. JCP TTM P/E is 55. They could double earnings and still be at 27.5, well above the industry average. Target's P/E TTM is 12, WMT is 14. If JCP is anything, it is a short from here.]]>
      </description>
    </item>
    <item>
      <title> EU shares rise early on following a record Thanksgiving shopping weekend and speculation about the latest plans to save the eurozone, and despite the IMF dismissing a report of a bailout for Italy and a Moody's warning about the debt crisis. Euro STOXX 50 +2.7%, London +1.8%, Paris +3.1%, Frankfurt +2.9%, Milan +0.1%, Madrid +0.5%, Brussels +3.1%. </title>
      <link>http://seekingalpha.com/currents/post/102713?source=feed#comment-2067392</link>
      <guid isPermaLink="false">2067392</guid>
      <content>
        <![CDATA[The German moves makes sense too, when you look out you see many countries that are racking up debts they can't pay. Debts have grown 12% a year since the dot-com bust, whereas global growth has grown 4%. That can't go on forever.]]>
      </content>
      <pubDate>Mon, 28 Nov 2011 13:54:02 -0500</pubDate>
      <description>
        <![CDATA[The German moves makes sense too, when you look out you see many countries that are racking up debts they can't pay. Debts have grown 12% a year since the dot-com bust, whereas global growth has grown 4%. That can't go on forever.]]>
      </description>
    </item>
    <item>
      <title> EU shares rise early on following a record Thanksgiving shopping weekend and speculation about the latest plans to save the eurozone, and despite the IMF dismissing a report of a bailout for Italy and a Moody's warning about the debt crisis. Euro STOXX 50 +2.7%, London +1.8%, Paris +3.1%, Frankfurt +2.9%, Milan +0.1%, Madrid +0.5%, Brussels +3.1%. </title>
      <link>http://seekingalpha.com/currents/post/102713?source=feed#comment-2066840</link>
      <guid isPermaLink="false">2066840</guid>
      <content>
        <![CDATA[I don't know about Italy, but I am shorting Japanese Bonds instead. Much worse debt (225% GDP) and worse demographics. Also, the crisis has not arrived so their 10 year bonds are trading at 1%. Kyle Bass and Einhorn are short, both cite interest eating up over 40% of their tax revenue at only 1% interest, if their rates move up they become unsustainable quickly. Tickers JGBS (no leverage) and JGBD (3 x leverage).]]>
      </content>
      <pubDate>Mon, 28 Nov 2011 10:54:26 -0500</pubDate>
      <description>
        <![CDATA[I don't know about Italy, but I am shorting Japanese Bonds instead. Much worse debt (225% GDP) and worse demographics. Also, the crisis has not arrived so their 10 year bonds are trading at 1%. Kyle Bass and Einhorn are short, both cite interest eating up over 40% of their tax revenue at only 1% interest, if their rates move up they become unsustainable quickly. Tickers JGBS (no leverage) and JGBD (3 x leverage).]]>
      </description>
    </item>
    <item>
      <title>Lessons From Japan: Debt Levels Too High To Ignore</title>
      <link>http://seekingalpha.com/article/301436/comments?source=feed#comment-2048487</link>
      <guid isPermaLink="false">2048487</guid>
      <content>
        <![CDATA[Who has ideas on how to short Japanese government bonds? 225% debt to GDP, half of budget goes to interest and that is at 1%. Just crazy.]]>
      </content>
      <pubDate>Fri, 18 Nov 2011 14:43:11 -0500</pubDate>
      <description>
        <![CDATA[Who has ideas on how to short Japanese government bonds? 225% debt to GDP, half of budget goes to interest and that is at 1%. Just crazy.]]>
      </description>
    </item>
    <item>
      <title> Portuguese President Anibal Cavaco Silva calls for the ECB to end this thing with &quot;unlimited&quot; purchases of EU sovereign debt. &quot;The ECB has to go beyond a narrow interpretation of its mission.&quot; This idea is not new to the punditry world, but it may be the first call for such action by a leading government official. Europe romping, Stoxx 50 +2.5%. </title>
      <link>http://seekingalpha.com/currents/post/100741?source=feed#comment-2033072</link>
      <guid isPermaLink="false">2033072</guid>
      <content>
        <![CDATA[This is crazy. Tough to time this as an investor, but if you read the analysis by Kyle Bass, world debt has grown 12% a year over the last 8 or 10 years while world-wide growth has grown under 4%. How is that sustainable? Lot of debt will be written down in the next 10 years.]]>
      </content>
      <pubDate>Fri, 11 Nov 2011 14:01:18 -0500</pubDate>
      <description>
        <![CDATA[This is crazy. Tough to time this as an investor, but if you read the analysis by Kyle Bass, world debt has grown 12% a year over the last 8 or 10 years while world-wide growth has grown under 4%. How is that sustainable? Lot of debt will be written down in the next 10 years.]]>
      </description>
    </item>
    <item>
      <title> Aug. Nonfarm Payrolls: Unchanged vs. +75K expected, +85K prior (revised from +117K). Unemployment remains at 9.1%, as expected. June growth was also revised to +20K from +46K. </title>
      <link>http://seekingalpha.com/currents/post/89925?source=feed#comment-1879037</link>
      <guid isPermaLink="false">1879037</guid>
      <content>
        <![CDATA[Both political parties have done a great job creating uncertainty for businesses. Democrats through regulation and Republicans through the debt ceiling debate and other acts aimed at hurting the economy. ]]>
      </content>
      <pubDate>Fri, 02 Sep 2011 09:32:55 -0400</pubDate>
      <description>
        <![CDATA[Both political parties have done a great job creating uncertainty for businesses. Democrats through regulation and Republicans through the debt ceiling debate and other acts aimed at hurting the economy. ]]>
      </description>
    </item>
    <item>
      <title>Yongye International's Reported Production: SEC Filings Raise Red Flags</title>
      <link>http://seekingalpha.com/article/269262/comments?source=feed#comment-1649299</link>
      <guid isPermaLink="false">1649299</guid>
      <content>
        <![CDATA[Richard, your analysis was based upon normal operating capacity, which any first-year business student knows can easily be increased through over-time shifts. The companies response refuted your claims. Your response that a blogger should follow up with the SEC to find proof of overtime is disingenuous at best. Your profile says you have 15 years of investment experience so you should know that no company makes such a filing.<br/><br/>Why don't you add your companies name to your profile and attach their reputation to your elementary analysis? <br/><br/>Have you taken your claims to the YONG, the SEC, or KPMG? Of course you haven't, you keep posing questions to bloggers who are not privy to the information needed to answer your endless rhetorical questions. ]]>
      </content>
      <pubDate>Fri, 13 May 2011 16:42:26 -0400</pubDate>
      <description>
        <![CDATA[Richard, your analysis was based upon normal operating capacity, which any first-year business student knows can easily be increased through over-time shifts. The companies response refuted your claims. Your response that a blogger should follow up with the SEC to find proof of overtime is disingenuous at best. Your profile says you have 15 years of investment experience so you should know that no company makes such a filing.<br/><br/>Why don't you add your companies name to your profile and attach their reputation to your elementary analysis? <br/><br/>Have you taken your claims to the YONG, the SEC, or KPMG? Of course you haven't, you keep posing questions to bloggers who are not privy to the information needed to answer your endless rhetorical questions. ]]>
      </description>
    </item>
    <item>
      <title>Yongye International's Reported Production: SEC Filings Raise Red Flags</title>
      <link>http://seekingalpha.com/article/269262/comments?source=feed#comment-1646086</link>
      <guid isPermaLink="false">1646086</guid>
      <content>
        <![CDATA[Richard, I completely understand. You are not alledging fraud. You are simply saying  &quot;YONG could not have sold the plant product it claimed given YONG's claimed production capacity&quot;.  <br/><br/>What is your definition of fraud? Seems claiming you sold something you didn't is about as cut and dry as it could be.]]>
      </content>
      <pubDate>Thu, 12 May 2011 09:44:16 -0400</pubDate>
      <description>
        <![CDATA[Richard, I completely understand. You are not alledging fraud. You are simply saying  &quot;YONG could not have sold the plant product it claimed given YONG's claimed production capacity&quot;.  <br/><br/>What is your definition of fraud? Seems claiming you sold something you didn't is about as cut and dry as it could be.]]>
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