paulmars
Loading...
Symbols:
Loading...
Symbols:
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Trading Center
- Free E-Newsletters
- About Seeking Alpha
- About Us
- Contact Us
- What's New
- Readers Feedback
- Advertise With Us
- Contributors
- Contribute an Article
- Feature Your Book
- Our Contributors
- Anonymous Contributions
- Dispute an Article?
- Legal
- Terms of Use
- Privacy
- Copyright
Latest Comments16 Comments
Are These Seven Defensive Blue-Chips Finally a Good Buy?
One of the less expensive 'per-use' product that you can think of and people will hardly think to cut back or switch brands on a tube of $3 toothpaste. And, they have 40% global market share and have been all around the globe for decades - they're well-entrenched in markets like China and India, where most companies are just getting their feet wet.
80% of their sales and earnings come from outside the U.S.
A true global franchise. Better than Coke, in that they sell a product that is an upgrade for health for many emerging citizens of the world, versus expense per-serving, unhealthy sugar water.
Finally, in past recessions, Colgate stock has traded at high p/e(20x-30x),once investors started crowding into the stock for flight to safety reasons. These kinds of stocks are truly a rare breed.
Short Thesis Still Intact at FirstFed
The article today, with the follow-on comment from exec Goddard, is a tell. They are desperate to blame their problems on the "shorts", as if the shorts devised and executed this high-wire business plan.
Goddard and his partners are afraid that no one will hire their sorry asses after this hits the fan, and are in full
'Bagdad Bob' mode now.
Wells Fargo: The Good, the (Not Too) Bad and the Ugly
You better go do more DD and quit believing what they would have you believe on both subprime and particularly ALT-A.
Start here:
www.youtube.com/watch?...
Wells Fargo CEO Stumpf Addresses Company's Charge Offs
The odds are this stock will be under pressure for years to come, as they have to continue to do and song and dance to explain everything away, like he is stooping to do on Cramer's tawdry show.
What's the upside in this stock versus the downside, given a short to intermediate time horizon?
Not good. Buffett's halo is slipping...
Homebuilder Bankruptcies: Who Might Be Next?
More censorship of opinions by those who have lost their asses and now want to take it out on those that are smarter than they were!
F**K you!
Five Great Companies to Buy at a Drop
And, in CL's case, they have minimal impact from commodity inflation(see today's excellent quarterly report). If you do your homework property you'll see that CL's p/e rises during hard times, as money managers et al seek safe haven and recession-immune stocks like this are in great demand. Add to that the fact that CL is one of the best of the global growth plays around, having already established over more than a couple of decades a 40% worldwide market share(vs. just planning to do so, like many global wannabes).
And, their products are healthful(unlike Coke) and emerging citizens around the globe can easily afford upgrading to their oral health care brand, as the "per use" price is miniscule(a couple of bottles of Coke cost more than a tube of toothpaste).
Colgate is THE recession play that investors should be going into now, at currently depressed prices (stock was $82 last autumn). Going to $100 within 2 years ($4.50 x22 p/e).
Wells Fargo: Bright Star in the Financial Universe?
They may be among the last to fall, but fall they will.
They are leveraged 10-to-1 going into a recession/depression, and that ain't good, even grading on the curve.
Wachovia: The Big Tell?
A buyout is all the will save this from melting like the Wicked Witch...
And, likely, that would be a takeunder.
Don't understand the knife catching instinct in such unprecedented times.
Haven't you all learned yet?
Is Steve Jobs Sick Again, or Just Thin?
Is Steve Jobs Sick Again, or Just Thin?
Stress? He never had that before?
He had cancer just a few years ago, a very lethal variety.
That his appearance now is so changed and resembles someone very sick, is highly relevant and in bounds.
Stop the bashing and lame denial and deal with the real concern. If you own the stock, you'd be stupid to whistle past the graveyard, so to speak, on this topic.
After all, Apple without Job back a decade ago, didn't do so hot, did it?
9 Reasons to Short FirstFed Financial
Trading under a phantom book value is not 'undervalued'. Buying it based on phantom book value ratios is unsophisticated 'fool's gold' mining. Same stupid 'investment' strategy that has killed many wannabe Buffetts over the past couple of years, as the financials are reaping the consequences of their risky, greedy actions.
The "Texas Ratio" and FirstFed Financial
Rode it all the way down from the $50s...puts are still a good buy for the final descent.
Wells Fargo Downgraded: Oppenheimer's Whitney Goes Too Far
Wells Fargo Downgraded: Oppenheimer's Whitney Goes Too Far
Page 35 shows home equity exposure by State. Texas is way down the list, not 2nd, as the above poster amtbnkanalyst claims.
So much for his credibility.
>>Additionally, their 2nd larget market, Texas, is not experiencing home equity lending problems due to conservative underwriting guidelines dictated by state laws.<<
Doug Kass's Killer Shorts - Barron's
How is his new style of investing any different from hundreds of other money managers, who like to buy good businesses at fair valuations? Most of his stalwart bluechip picks of gone mostly sideways for years, so, how has he added all this value?
Sure, his Berkshire businesses have performed well, run, of course, by other people. So, he's a good hands-off delegator. But as far as the investing in common stocks goes, either him or Lou Simpson have not exactly outperformed much of the pack in recent decades.
Buffett says it's because the numbers are now too big.
Well, may be, but, maybe he should figure out a way to split things into smaller pieces that could outperform.
I mean, since when did conglomorations ever really prove to be a great vehicle for producing outstanding results?
He's nothing but another Henry Singleton in many respects.
Dexter Shoes? Wells Fargo (King of Home equity 2nd mortgages and other regretful consumer loans in California and other the other former bubble states?) Geez, how uninspired is that?