Seeking Alpha

onedavo

onedavo
Send Message
View as an RSS Feed
Latest  |  Highest rated
  • Euro Might Not Survive In Current Form: Uncertainty Leaves Investor Basket On Fire [View article]
    "Wouldn’t it be a great holiday gift to your friends to turn them onto this blogger?"

    Yes it would and I will try even though most/all wouldn't have a clue as to what you are talking about.
    Dec 15 07:10 PM | 2 Likes Like |Link to Comment
  • Santa Claus Rally Prospects, Part II [View article]
    Good point! I had not thought of that. Actually, now that I think about it, it stands to reason world leaders do not understand the cause.
    Dec 12 05:06 AM | Likes Like |Link to Comment
  • Santa Claus Rally Prospects, Part II [View article]
    James,

    For at least a month now, I've had these random thoughts rolling around in my brain. Mine were not cohesive enough to draw a conclusion. You have done that and even taken that conclusion to a projection. Thank you.

    However, lately I've been seeing a lot of comments along the lines of "the world won't let Europe fail." It seems to be the prevailing notion of why the market keeps going up. I'm beginning to wonder if these people are not right. There are rumors that things in Europe is much worse than the media is reporting. These surprise announcements of things being done, i.e., the Bernanke and dollar thing just prior to the market opening, make me think this is right and much of what is happening is being kept from the public. Regardless of whether this is the case, I still think that if the U.S., China, etc., have any advance notice of a real, possible threat that would cause a huge market decline, they will act to bail out Europe. I can see Obama on TV now saying "folks, if we don't do this, there will be a panic - of course in Obama speak. At this point the people of the U.S. and else where, much like a cancer patient who has just been told his tongue needs to be removed, will acquiesce.

    Eventually the cost will get to be so exhorbitant that Europe will be allowed to fail but how long could this be? Possibly years?
    Dec 11 12:58 PM | 1 Like Like |Link to Comment
  • China Will Prime Economic Pump, Again [View article]
    How could you possibly come to such a ridiculous conclusion from what I said? I didn't say charts weren't useful. I was merely pointing out that some people apparently base their investment strategy on charts. I see this everyday on Schwab's active trader message board. In fact I have seen statements such as "according to these charts, do you think the market has already discounted Greece default?"
    Nov 26 10:45 AM | Likes Like |Link to Comment
  • A Super Committee Failure: Does It Matter? [View article]
    Thanks for the reply. Yes, a lot of people do like those companies so I see where you are coming from now.

    I'll look up your article on Jobs.
    Nov 25 07:39 AM | Likes Like |Link to Comment
  • A Super Committee Failure: Does It Matter? [View article]
    James, once again I have learned a lot from you. As an aside (sorry) I have to say something about MSFT - yes, again! This is only because you always recommend it. MSFT was at one time, a great company because it had a leader who was a genius at marketing - although I certainly disagreed with his tactics, i.e., NetScape, WordPerfect.

    AAPL, if I recall correctly was selling for $6 and change per share when Steve Jobs returned to the company.

    You can be inspired by genius but you can't acquire it.
    Nov 24 11:22 AM | Likes Like |Link to Comment
  • China Will Prime Economic Pump, Again [View article]
    "Please let me know if there's something amiss within the realm of common sense."

    Carlos, this was good!

    This is a question many, many people should be asking themselves and one you do not have to worry about. In addition to the fine arguments you made here, it is also good to hear someone else is at least somewhat contemptuous of charts. I'm amazed at how many people think charts can predict the future.
    Nov 24 04:14 AM | 1 Like Like |Link to Comment
  • Stock Market Outlook: It All Comes Down To Confidence [View article]
    I don't think the author is trying to say anything about cause here. It seems to me he is merely giving investors a way to watch how the market perceives what is going on - possibly a leading indicator.

    From now on I will be watching the stocks the author listed as well as Euro sovereign bonds. Thanks for the article!
    Nov 20 02:34 PM | 3 Likes Like |Link to Comment
  • Divergences Point To Risk Of Stock Market Crash [View article]
    I don't think I will attempt to emulate Buffet as I don't have "forever" to hold a stock. If you have some math to prove how your theory would have worked on say, MSFT, for the last ten years, I would be interested.
    Nov 12 01:28 PM | Likes Like |Link to Comment
  • Divergences Point To Risk Of Stock Market Crash [View article]
    One of the reasons corporations are making so much money is they have been allowed to eliminate competition through mergers and acquisitions. This is also the reason why households are having such a hard time paying their bills because everything from gas to phone bills to TV service to insurance is going up way faster than increases in wages. It is likely also to be having a considerable impact on the unemployment rate as it obviously takes far fewer people to run/work two to three companies as it does for ten.
    Nov 12 05:44 AM | 2 Likes Like |Link to Comment
  • Divergences Point To Risk Of Stock Market Crash [View article]
    While this is true, if you owned stocks during the last "crashes" think back about how you felt when you logged in and looked at your account balance. I remember. I couldn't think about 10 years ahead, I could only think about how much I had lost.

    Thanks to James and a few others who write for SA, it ain't gonna happen again, at least not in the next six months or so because I've gone to cash and am staying there.
    Nov 12 05:14 AM | Likes Like |Link to Comment
  • 3 mREITs To Buy (And One To Avoid) [View article]
    I had already decided to sell. When the futures were up because Italian bonds were sold at over 6% percent instead of over 7%, and that likely due to the ECB buying, I figured it was time to exit the market for most of my holdings.

    Your opinion just reinforced my feeling about ARR. Thanks again for reply!
    Nov 10 10:40 PM | 1 Like Like |Link to Comment
  • 3 mREITs To Buy (And One To Avoid) [View article]
    Many thanks Todd! I did sell at market open.
    Nov 10 01:20 PM | 1 Like Like |Link to Comment
  • 3 mREITs To Buy (And One To Avoid) [View article]
    Todd, what about ARR?
    Nov 10 04:33 AM | 1 Like Like |Link to Comment
  • Inflation Puts China In A Bit Of A Bind [View article]
    Could this inflation problem be the reason China has renewed interest in buying EFSF bonds? It seems they have even more interest in keeping Europe afloat.
    Oct 26 08:05 PM | Likes Like |Link to Comment
COMMENTS STATS
45 Comments
31 Likes