User 68127

comments65
  • Positive ratings +5
  • Negative ratings -1
  • Net rating +4 or 83 %
Filter comments by:
Highest rated Latest comments
Or filter by symbol:

Latest Comments
65 Comments

    • Tue Dec 2nd 15:29 PM
      |
      Rating: +1 0
      Commented on:
      The Trouble with Recession Averages
      Debt as a percentage of GDP is an incomplete (and misleading) picture.

      A better measure is net worth, or debt as a percentage of net worth. U.S. net worth, last I looked, was north of $50 trillion. Meaning, for the financially challenged, that U.S. has $50 trillion left over after subtracting debt from assets. More than $150k for each man, woman and child in the U.S. Hardly insolvency.

      Another better measure is debt to annual income.

      View article »
    • Tue Dec 2nd 14:52 PM
      |
      Rating: 0 0
      Commented on:
      Three Retail Stocks to Buy before Christmas
      Macy's is earning money, has positive cash flow, and has access to a revolver which can cover next year's maturity if necessary. Of course, it could also re-fi if the debt markets open up again...
      View article »
    • Tue Dec 2nd 13:17 PM
      |
      Rating: 0 0
      Commented on:
      The Pundits I Admire Are Turning Bullish
      Agree. In fact, you convinced me with the first sentence! If Cramer is wringing his hands, what further do you need to know?
      View article »
    • Mon Dec 1st 13:59 PM
      |
      Rating: 0 0
      Commented on:
      3 Reasons This Rally Has No Legs
      So after the market goes up, the author will be bullish? But if it goes down further, he will be bearish? Wow! We should re-name this blog "Seeking Lemmings"!
      View article »
    • Tue Nov 25th 16:50 PM
      |
      Rating: +1 -1
      Commented on:
      Suddenly, Everyone's a Day Trader
      I never did see the logic of buying only after the market moves higher, and selling only after the market has moved lower. Why not just make a decision and take a stand now rather than allowing the opinions of others to determine what you do (but only AFTER you have left a few percentage points on the table, and have exposed yourself to the risk of getting whipsawed...)

      I have actually done very well lately by BUYING after the market has moved LOWER and selling AFTER the market has moved HIGHER!
      View article »
    • Tue Nov 25th 14:41 PM
      |
      Rating: +2 0
      Commented on:
      Obama Promotes Fiscal Restraint, Big Spending
      Here is another good Obamaism: 'Americans want action, not ideology and partisan bickering.'

      Now you tell me, how do you get good policy apart from good ideology? Just take action! Do something! Line up behind today's initiative and unite! But if you disagree because you think the plan WON'T WORK, and are in support of a different plan that will work, you are the bad guy. Taking action and having everyone get along trump actual results!
      View article »
    • Tue Nov 25th 12:42 PM
      |
      Rating: 0 0
      Commented on:
      The Broken Treasury Market
      Hmmmm, Felix, something smells fishy...
      View article »
    • Tue Nov 25th 12:37 PM
      |
      Rating: +1 0
      Commented on:
      Hedge Fund Deleveraging Could Be Half Over
      A jaw dropping rally would be nice about now...
      View article »
    • Fri Nov 21st 15:22 PM
      |
      Rating: 0 0
      Commented on:
      Investing in Stocks: Emotional vs. Financial Costs
      Yup.
      View article »
    • Tue Nov 11th 14:10 PM
      |
      Rating: 0 0
      Commented on:
      General Growth Properties: Leverage Claims Another Victim
      Reggie is da man! He called this one all the way!
      View article »
    • Tue Nov 11th 13:26 PM
      |
      Rating: 0 0
      Commented on:
      'No Bank's Books Are Trusted': Bloomberg's Weil is Imagining Things
      Maybe the accounting distorts reality. But given the choice between believing the market and believing Tom Brown, I will take the market!

      Tom Brown: "financial stocks bottomed on 7/15/08." (Intraday low on the XLF of $16.77)

      The market: XLF now threatening the low since his call of $12.79 on XLF. That's a drop of 20%+ in 4 months for anyone drinking the Tom Brown kool-aid.
      View article »
    • Mon Nov 10th 16:38 PM
      |
      Rating: 0 0
      Commented on:
      Kovacevich's Delayed Retirement: Bove's Criticism is Totally Off Base
      Um.....the XLF low was $16.77 on 7/15/08 and closed at $17.17. The XLF has since been as low as $12.79--a 24% drop from 7/15. Closing price on 11/10? $13.80! "Whining" aside, that looks like an 18% drop from the intra-day low to me. You can cherry-pick a few names that are higher out of a large universe...that does not make the call right. (BAC is all of a dollar higher now--that's the best you can do?)
      View article »
    • Fri Nov 7th 14:50 PM
      |
      Rating: 0 0
      Commented on:
      Kovacevich's Delayed Retirement: Bove's Criticism is Totally Off Base
      Tom,

      Where have you been, buddy? How did that July "bottom in financials" call work out for you?
      View article »
    • Fri Nov 7th 12:52 PM
      |
      Rating: 0 0
      Commented on:
      Pain, Then Gain
      Intellectual property is high value added and has high margins. America is good at this. Think software and computer chips. It costs almost nothing to manufacture, in the case of software, or almost nothing for each incremental unit, in the case of chips. We sell it abroad and receive money or goods in return.

      Meanwhile, manufacturing labor is a commodity which tends to be low value added and much cheaper in other countries. So we send the labor over there. This allows lesser developed populaces to earn higher levels of income, emerge from poverty, afford better food and healthcare, etc. as well as eventually afford more of our goods. As a whole, the populaces of both countries win, and the world becomes more "equal" and "just."

      There is no question that America has over-consumed, fueled by lax lending standards which allowed credit to grow much too freely. The solution is not protectionism, higher taxes, or redistribution of wealth--quite the contrary! The solution is to promote strong families, the Protestant work ethic, and to introduce merit and accountability into the educational system. Then you don't have to "protect" of give handouts to those who are temporarily sqeezed out of a job by today's fast-paced and global economy.

      Smart, creative, well-educated, and/or just plain hard-working Americans will always find a way to add value to the economy, and that will be reflected in their wages. The beauty of this is that not only does the individual worker benefit, but it also serves the collective good by expanding the pie for the whole world. You don't have to pick winners and losers, which introduces dead weight to the economy and opens the Pandora's box of the corruption of the political system and the erosion of freedom for our citizens. Everyone just adds value and the market sorts it all out.
      View article »
    • Thu Oct 30th 13:21 PM
      |
      Rating: 0 0
      Commented on:
      Four Media Stock Opportunities in These Turbulent Markets
      Good calls.
      View article »