Peter Lynch

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    • Mon Nov 17th 18:11 PM | Rating: 0 0
      Commented on:
      John Hussman: The Market Is Not in Uncharted Territory
      Dr. Hussman, as usual, is right on. We need more fund managers like Dr. Hussman who is dedicated to his craft.

      If this is truly the end of the world, your stock portfolio is the last thing you need to worry about.
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    • Mon Oct 20th 12:51 PM | Rating: 0 0
      Commented on:
      Here I Go, Criticizing Warren Buffett
      I don't get this article at all. Is Buffett not allowed to express his own opinions at all?
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    • Mon Oct 13th 23:26 PM | Rating: 0 0
      Commented on:
      Julian Robertson: Some Buying, but Bearish on the Economy
      Julian appears to have a different longer-term view from Warren Buffett.....I wonder who is right.

      Only time will tell.
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    • Mon Oct 13th 22:47 PM | Rating: 0 0
      Commented on:
      Six Tech Stocks the Rally Forgot
      Regarding Palm, take a look at its Friday performance and perhaps you would come to a different conclusion???

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    • Sat Oct 11th 10:08 AM | Rating: 0 0
      Commented on:
      Research In Motion: Vulnerable to a Takeover Bid? Part 2
      I posted a reply to your previous article, and this one is not different in theme. RIMM is still over-valued at $55 plus changes. Push email is quickly becoming a commodity and Microsoft is leading the charge. And that's why your thesis of RIMM being attractive to Microsoft is not logical.

      RIMM is last cycle's story, just like Yahoo and Cisco before the tech crash in 2000. RIMM will still be around but its best days are behind her.
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    • Fri Oct 10th 23:31 PM | Rating: 0 0
      Commented on:
      This Isn't a Bottom, It's a Disturbance in The Force
      Not sure if I understand what this article is all about. Is this some movie review for the Star Wars trilogy?

      I accepted long ago that I don't know and will never know where the stock market bottom is. Instead of spending my time trying to buy stocks at the bottom, I find it much more productvie to figure out which great companies I can buy at attractive valuation.

      And let's not forget that buying a stock is only half of the equation, the other half, and probably the harder half, is to figure out when to sell.
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    • Thu Oct 9th 13:27 PM | Rating: 0 0
      Commented on:
      Research in Motion: Vulnerable to a Takeover Bid?
      RIMM is still over-valued at the current price. And in the current market, no company in any sector is willing to do a big M&A deal in this environment. Walgreen just withdrew its offer for Long drugs, and it was for less than $3 billion.

      Sell your RIMM at the next uptick.
      View article »
    • Sun Sep 28th 13:42 PM | Rating: 0 0
      Commented on:
      Buffett's Big Bet: The Real Value of the Berkshire Investment in Goldman Sachs
      >>>Dividend Value

      We’ve also got to account for the value of the $500 million a year in dividends. The Net Present Value of those (discounted at a 10% rate) are worth $1.96 billion if it Berkshire holds them for five years.

      Preferred Share Value

      Finally, we’ve got to take the value of the preferred shares. Goldman has to buy these back at some time or they will be an annual $500 million drain on its annual cash flow and pre-tax profits.

      The value of these will fluctuate with general interest rate levels and Goldman’s creditworthiness so it’s tough to put a value on these. But if we take an 8% discount rate, the present value of a $5.5 billion repayment from Goldman in five years (as part of the deal, Goldman has to pay a 10% penalty for buying back the preferred shares) is $3.62 billion.<<<

      Your analysis is not consistent. You use a 10% discount rate for the dividend but 8% on the preferred stock value. Why?



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    • Sun Sep 28th 13:34 PM | Rating: 0 0
      Commented on:
      WaMu's Downfall: No Safeguards
      >>>I have accounts with WaMu (WM) and am happy that JPMorgan (JPM) has taken them over. JPM's James Dimon has the respect of many investors and Wall Street, and thankfully, my deposits are safe at WaMu.<<<

      Your accounts are safe, no matter which banks you use, as long as they are FDIC insured and under the limit. A couple, with a little planning, can have accounts totaled up to $600,000 insured in one bank.

      If you have millions of dollars in savings, checking and CD accounts in one bank (I don't care if your bank is JP Morgan, Citi, BOA, US Bancorp, or your local credit union), you need to spread that money around or buy yourself some treasury bills.
      View article »
    • Sun Sep 28th 13:24 PM | Rating: 0 0
      Commented on:
      The Deal's Getting Done, But Will It Work?
      I am going to be critical here, not just to David but to a lot of media and bloggers out there too. Everyone is entitled to their opinion, and that's what makes our country great.

      However, when I read statement like this below, I really question these people's judgments:

      >>>All “solutions” to the crisis at this point in time are bad solutions. The time to act was 10-15 years ago, where we could have implemented contra-cyclical policies in bank regulation, as well as enforcing a strict separation between regulated and nonregulated financial intermediaries. (No ownership, no lending, no derivative agreements.)<<&l...

      In hindsight, everything is 20-20. If I had known what I know now 10-15 years ago, I would have bought as much AAPL, RIMM, GOOG, POT as I could on margin! There will be time when we need to look back and reflect upon what had gone wrong and try not to make the same mistakes again. And that's exactly what Ben Bernake is trying to do by making sure that we don't make the same policy mistakes that we did back in the 1930's.

      Folks, we have a 5-alarm fire going on right now in our financial system. Let's try to put the fire out first before we start blaming the builder for not putting in a sprinkler system 10-15 years ago.
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    • Sat Sep 20th 21:38 PM | Rating: 0 0
      Commented on:
      FDIC Won't Run Out of Money, But WaMu May Be Toast
      Mr. Whalen's analysis is all good and fine. Wamu wouldn't be up for sale or other strategic options if its real estate book weren't performing poorly.

      However, the latest development in Washington is a game changer for Wamu. FDIC doesn't want to take over wamu...they want it sold or recapitalized. With the $700 billion RTC package in development, wamu has just become a lot more attractive to a lot more banks and priviate equity firms. And this RTC-like package also bought wamu something that they didn't have before just two days ago - time.
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    • Tue Sep 9th 13:41 PM | Rating: 0 0
      Commented on:
      WaMu on the Brink
      Blood on the street......buy, buy, buy; selectively, of course.
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    • Tue Sep 9th 11:56 AM | Rating: 0 0
      Commented on:
      WaMu on the Brink
      Hats off to the editor for removing an inaccurate article. Quality before quantity, always.
      View article »
    • Mon Sep 8th 14:03 PM | Rating: 0 0
      Commented on:
      Stunning Reversals: Is This a Market or a Casino?
      And you came to all these conclusions by 10:30 am?

      What happens if the market reverses course and goes up 3% tomorrow? Do you change your "conclusions"... again?
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    • Fri Aug 29th 20:04 PM | Rating: 0 0
      Commented on:
      The Most Essential Secret to Successful Investing
      >>>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.
      View article »
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