razorfangius

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Does It Pay To Follow Buffet Blindly?

Buffett has two t's ... check headline ...
Oct 24 11:30 am |Rating: 0 0 |Link to Comment |View article
Preserve Your Capital by Getting Out of these Hong Kong Equities Now (CHEUY, HLDCY)

Good call!
Sep 27 21:43 pm |Rating: 0 0 |Link to Comment |View article
Entering the Endgame for Monetary Policy

A log chart would give a more accurate picture ...
Sep 26 15:33 pm |Rating: 0 0 |Link to Comment |View article
AIG Is Toast

You're terrified, but at least the WSJ has a lovely new website.
Sep 16 13:01 pm |Rating: 0 0 |Link to Comment |View article
WSJ.com's Gorgeous Redesign

It's a little jarring when you write ten or fifteen pieces talking about the end of the world and then this one about WSJ's lovely new website design ...
Sep 16 11:39 am |Rating: 0 0 |Link to Comment |View article
The Latest Changes to SeekingAlpha.com

I really like having the "Today's Headlines" back. Now I can benefit from all the enhancements you're doing, but still have the upside of discovering new authors serendipitously.

Thank you.
Aug 31 19:06 pm |Rating: 0 0 |Link to Comment |View article
Using Historical Averages Can Make Money in Stocks

It's funny to pitch a mean-reversion theory that involves eyeballing an oil chart and saying "this is too high", and then caveat by saying "I am NOT predicting where the price of oil is going to be."

So you are proposing that people use a strategy that you yourself have no confidence in?

Actually what do you even mean by averages? 50 day? 200 day? 5 year? 75 year?

The 75 year average price of oil is probably $4 a barrel ... the 50 day average is probably $130. So the price of oil is out of line compared to what??
Aug 26 09:46 am |Rating: 0 0 |Link to Comment |View article
Lowe’s Weathers a Tough Retail Market

Lowe's is a terrible company with serious operational issues. Run away.
Aug 19 09:58 am |Rating: 0 0 |Link to Comment |View article
What's Changed on the Seeking Alpha Website?

Put back the original reverse chronological view on the main page. Add a link for the sector dashboard and see how many people click on it (not many I would bet).

Then set up a poll and let people vote or something.

But put the original view back! Put it back the way people like it while you think about what you want to do.
Aug 13 12:19 pm |Rating: 0 0 |Link to Comment |View article
What's Changed on the Seeking Alpha Website?

I liked the old way better. I found new writers I was interested in by just picking off the main list. Now, I have to decide ahead of time what I'm going to read ... The whole sector dashboard concept makes assumptions about what the user is looking for ... the user has to guess what category you put the stuff he wanted to see in. This is like Yahoo's infamous redesign of their message boards.
Aug 13 00:53 am |Rating: 0 0 |Link to Comment |View article
You Can't Solve the World's Problems with Your Portfolio

Given the title, I was expecting this piece to be about the fad for wind and solar stocks and the 'choosing by liking' heuristic ...
Jul 10 15:08 pm |Rating: 0 0 |Link to Comment |View article
WisdomTree Offers Currency Gambling to Buy High/Sell Low Crowd

waiting for the update. great title!
Jul 03 14:00 pm |Rating: 0 0 |Link to Comment |View article
When Genius Failed - Then and Now

I think the difference is that the LTCM guys actually thought they were doing a good job, whereas the the recent crisis has more of a 'control fraud' feel to it.

The guys at the top of the food chain in a lot of these companies that have blown up knew it was going to happen and cashed out along the way, knowing they'd be set for life and there probably wouldn't be any prison terms in their future ...
Jun 07 15:01 pm |Rating: 0 0 |Link to Comment |View article
Energy: Government Vs. Market Solutions

Yeah, or the government could have done what Perot said and impose a 10 cent per gallon per year tax on gas.

That would only have put us 7-10 years ahead of where we are now in terms of looking for alternatives ...

Just because government can do stupid things doesn't mean it has to.
Jun 06 20:12 pm |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
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ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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