Walt17

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    • Mon Nov 10th 07:17 AM
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      Commented on:
      Parsing the Dismal October Employment Report
      "the National Bureau of Economic Research [NBER], the official arbiter of when we are in a recession, has not yet decided we are in one, although what they are waiting for is beyond me"

      Recession is a technical term based on past data. In my opinion, it is only useful in a historical perspective. When looking at the present economic condition, there are many, and much more relevant, factors that help paint a realistic picture. Whether or not we are in a "recession" doesn't really matter to the person who has lost a job, or the company who is seeing sales go south.
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    • Fri Oct 24th 08:40 AM
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      Why Smart Money Should Buy Dell
      Dell could well be a good long term investment. But your balance sheet numbers ignore the fact that payables are about 2x receivables. You should also consider the other liabilites and deferred long term debt. Add those in and the balance sheet picture isn't as good as you paint it.
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    • Wed Oct 22nd 08:37 AM
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      15 Consumer Stocks Currently Below Book Value
      These are companies that the consumer can easily ignore. Their products are either discretionary or cheaper alternatives are available elsewhere. These stocks are all likely to continue dropping.
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    • Sun Oct 5th 09:24 AM
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      25 Cash Cows to Ride Out the Storm- Barron's
      I think KO should be added to "is now the time to buy" list. With the economy sinking, brand name sodas and bottled water are going to be a luxury many people will forego. Especially in emerging markets. I am looking for their earnings to take a hit unless the economy reverses the downward spiral.

      Dividend yields are nice if the stock price holds up. But a good yield isn't much of a safety net with the share price drop many companies have had. It takes too long to recover. And you still have to hope they don't cut the dividend. In my opinion, in this environment you are better off to forget dividends and look for companies that have a reasonable chance to avoid a further big selloff.
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    • Mon Sep 22nd 06:30 AM
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      Investing in Foreign Utilities via ETFs
      What does the chart have to do with utilities?
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    • Wed Sep 17th 08:39 AM
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      I'd Rather Hang Myself - Cramer's Mad Money (9/16/08)
      He likes his Fortress Four Banks...But recommends two others.
      Strange!
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    • Sun Sep 14th 10:36 AM
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      Super Bowl Ads Are Still a Touchdown in Slow Economy
      Ownsalot, many people only see the financial side of GE. Thus the stock price is unlikely to make a major move up until that duststorm clears.

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    • Thu Sep 4th 08:38 AM
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      Loss of Integrity - Cramer's Mad Money Recap (9/3/08)
      Cramer's game (and portfolio approvals) illustrates the danger of overemphasizing diversity at the expense of quality stock selection.
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    • Mon Sep 1st 09:50 AM
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      Anyone Want a Cheap Coca-Cola?
      "Our analysis gives a valuation of $54.73 per share which is 5% above the current share price of $52.07. Since Buffet uses an margin of safety of 25%, that does not seem to meet his criteria.

      Also, in over the last 10 years KO has significantly underperformed the S&P500. ( With dividends that result might be different.)

      While KO is a good company, I don't see what is going to propel them to new, sustainable heights. For a trader, buying KO on dips could be profitable. For an investor, I think you would be just as well off with an index ETF.
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    • Thu Aug 14th 08:30 AM
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      Raw Data Report: Restaurants
      Raw data doesn't mean much when your samples are so small they are statistically irrelevant!
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    • Tue Jul 29th 13:02 PM
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      Looking for the Perfect Dividend Stock
      There is a problem with these high growth rate dividend stocks. The payout is low and the growth rate will not last! When the payout is 20-40 cent, a few pennies makes for a nice percentage increase. Long before the payout becomes worthwhile, that growth rate is going to come down.
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    • Sat Jul 26th 08:34 AM
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      We Don't Need No Stinking Market Capitulation
      Matthew, I agree. When I see the "experts" insist that we "need" hugh down days, the skeptic in me questions their motives. I wonder if the real reason they preach that is so they can jump in and profit from the rebound.
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    • Sat Jul 12th 08:17 AM
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      Raw Data Report: Yum Brands
      You didn't say how many A&Ws you surveyed. But assuming it was comparable to the number of KFC and Long John Silver restaurants, your total survey was less than 100 restaurants. Out of 35,000! In my opinion, statistically irrelevant.

      To top it off the raw data you provide is equally meaningless. Every restaurant will have favorite menu items. But they will also provide less favored items. Otherwise they would have a hard time attracting families. Not everyone wants to eat the same thing.

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    • Wed Jul 2nd 08:29 AM
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      Expensive Commodities and the Stock Market
      Companies with long lead time contracts (such as BA) are going to be hurt by rising commodity prices. Their cost goes up, but their price is fixed. Just a thought.
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    • Wed Jul 2nd 08:25 AM
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      Pair Trade Visa and Capital One
      As credit card limits are cut and cards canceled, the number of times they are used will go down. This should reduce Visa's income.
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