Peter Lynch

23 Comments

    • The Most Essential Secret to Successful Investing [view article]
      >>>I first suggested shorting financials to readers of my advisory service International Wealth Advisory in late January 2008. We bought the UltraShort Financials Proshares (SKF) an inverse fund that returns 2X <<

      And you are bragging about this??? Most smart money shorted financials in 2007, not 2008.

      >>>We ended up closing out our position for a 51% gain in mid-July. Being patient nearly doubled our return—our original gain, if you’ll recall, was 30% in February<<<

      Your definition of patience must be different from mine and Buffett's. 6 month is not patience. 6 year is.
      Aug 29 08:04 PM
    • Why is Bill Miller Increasing His Stake in Freddie Mac? [view article]
      Big money is made when one goes against the crowd and eventually proven right. Miller is not a day trader and he is not just buying a few thousand shares.

      Only time will tell if Miller is right. I wouldn't count him out just yet.       Aug 13 07:12 PM
    • The ABCs of the Fannie Mae / Freddie Mac Problems [view article]
      >>>A bailout would essentially double the public debt, risking a downgrade in the US credit rating.<<<

      Guaranteeing a debt is very different from acutally issuing a debt......please be more responsible in your writing.

      Jul 12 12:57 PM
    • The Circuit City Train Wreck: Kudos to Blockbuster for Walking Away [view article]
      >>>At this point, there is really nothing else to say on the subject.<<<

      But you kept going, going and going:)

      It is good to see so many CC haters out here....time will tell.       Jul 04 10:22 AM
    • RIM Misses Estimates; Palm’s Revenue Also Down [view article]
      >>>Many analysts agree with my view.<<<

      My "favorite" line in the post. If everybody agrees with you, doesn't that make your view essentially worthless?
      Jul 02 11:37 PM
    • Buffett, Lynch, Morales? Q&A with Gil Morales [view article]
      when you are as big as buffett and Lynch, technical analysis simply just doesn't work. Jul 02 11:20 PM
    • T. Boone Pickens Hedge Fund Holdings [view article]
      I wonder if Boone Picken is the new Henry Blodget or the new Mary Meeker or the new Abby Cohen....

      May 21 09:19 PM
    • Apple's $199 iPhone Is a Game-Changer [view article]
      "My sources tell me that the Treo makes a better paper weight than a smartphone."

      My sources??? Ever heard of the Centro? 1+ milion others did...

      Check your sources again.
      May 01 05:13 PM
    • AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein [view article]
      >>>But he adds that the overall impact would be positive, since the iPhone is more profitable for Apple than the Touch given the fees the carrier pays back to Apple.<<<

      T is not dumb. I doubt that they will subsidize the iphone by $200 AND still give Apple the same amount of revenue share it current has. Most likely scenario is that the subsidy will come out of Apple's revenue share.

      If the $200 subsidy does take place, this just goes to show who flawed Apple's current iphone pricing/revenue strategy is. Apple has underestimated the impact of gray-market unlocked iphones, and they are hurting carriers' iphone sales all over the world.

      And the $200 subsidized iphone will not only hurt the itouch sales, it will also hurt all ipods sales. Apple is in a tough spot.....is Jobs willing to cannabalize its own ipod/itouch sales to grow iphone's revenue?       May 01 12:06 PM
    • Surprise Shocks for US Earnings Mean Trouble for Asia [view article]
      This guy is about as "good" as Jim Cramer... Apr 16 12:30 PM
    • Will the iPhone Eat Blackberry's Business Lunch? [view article]
      "On another note, I also think Palm (PALM) will be out of business in 12 months."

      Wow, that's one bold statement if I ever heard one. Just because you use iphone and BB exclusively, it doesn't mean that other vendors are not doing well. iphone is doing poorly in Europe, and BB never gained the same kind of market shares in Europea as it did in North America.

      And if you ever take a look at Palm's balance sheets and cash flow statements, you will know that Palm will definitely NOT be out of business in 12 months.

      It is one thing to go out and proclaim company XYZ will be out of business in one year; it is another to acutally have the facts and data to backup your claim.

      Apr 15 09:17 PM
    • The Lighter Side of Tax Cuts [view article]
      Didn't realize that Europe had low tax rate!!!

      There are plenty of loop holes for the rich to pay lower taxes, and believe me, most of them take advantage it.

      I have lived all over the world, and there is no place that I would rather be than right here in the good old U.S. of A.
      Apr 11 10:11 PM
    • Tracking Jim Cramer: Stellar February 2007 Performance [view article]
      It is one month out of 12 in one year. Does this mean that I should only listen to Cramer in February? How about a study on his overall record since the beginning? Apr 07 09:19 AM
    • RIMM's BlackBerry: Pure Domination [view article]
      "Downside? Until corporate America decides to switch to another service, (which is hard to imagine) Research in Motion should continue to dominate with over a 55% worldwide market share."

      With rationals like this, I guess the top in RIMM is not far away.....       Apr 03 11:18 PM
    • Can Apple Sell 45m iPhones By End of 2009? [view article]
      And let's not forget the difference between XX million SOLD and XX million SHIPPED.

      At least 20-25% of iphone sales are to people who unlock their iphones, which means that apple gets $0 from their revenue sharing agreements with carriers. Of course, any unlocked iphones also automatically void the warranty, which translates into some savings for Apple. But I would take the revenue sharing over warranty savings any day.

      And also let's not forget that Apple had to slash iphone price by $200 within the first 3 months to maintain it original sales target.

      45 million is far from a sure thing.       Mar 31 11:37 PM
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