I'm Not Dr. Doom; Call Me Mr. Realist [View article]
@king707 I don't this website... I'll upload updated presentation on range-bound markets on my website contrarianedge.com/pre... very soon. It will have P/Es there.
David, to your comments what to do about it. You are right my suggestions at the bottom of the article are very general. But I dedicated 200 plus pages in the book on exactly the topic of "what to do".
Another Confirmation of China's Not-So-Miracle Growth [View article]
Dear Tony,
China did not suddenly become energy efficient in two quarters (first and second quarters of 2009), coincidently at the same time when global economy went into recession and its exports collapsed. The same was as it did not suddenly turn energy inefficient in the third quarter of 2009 when its massive stimulus packaged kicked in.
I have no reason to hate China and I DON’T hate China. I am an investor who is looking at investing landscape and trying to identify risks.
China: Exactly Where Japan Was in the 1980s? [View article]
You are missing the point: I am not saying China is Japan, not at all. There are plenty of differences. What I am saying is they both are/were in a bubble, and describing a psychological similarities i.e. China (like Japan in 1980s) could do nothing wrong.
The Simple Math of 'Staggering' Chinese Growth [View article]
Authors Note: I made a mistake with some of my assumptions in this article, I've corrected it in this artice "China's Staggering Growth: Reappraising My Original Position"
How Chrysler's Bankruptcy Plan Threatens Our Markets [View article]
Osterix, politics is very partisan, thus discussions about it are not rational. With everything you said I do see justification for giving company away to unions. Mr. President did not have to do that.
China and Starbucks' Late Stage Growth Obesity [View article]
Yeah, I forgot to take out Singapore... I put it in the draft, knowing it was wrong and forgot to replace it with another country. Like Philippines etc...
Be a Myth Buster ('Active Value Investing' Book Excerpt) [View article]
The following is excerpt from Active Value Investing preface:
"I wrote this book for skeptics who look for opportunity but have a healthy dose of ‘‘the glass is half empty’’ mentality and a great passion for investing. Whether you are an ‘‘I’d rather do it myself, damn it!’’ investing weekend warrior or an ‘‘I do it 12 hours a day and eat lunch at my desk—I love this job!’’ professional investor (the latter category is where I fit in), you should find this book worthwhile."
Jos. A Bank's Marketing Strategy Cheapens Brand [View article]
Oh I agree, I love their stores and shopping experience is great. But you would not find out about that from their commercials. Well, maybe their strategy is to get you to come to their stores, once. And then you love what you see and keep coming back.
Time Arbitrage and Quest Diagnostics: Stepping Away From the Rat Race [View article]
Alan, thank you for your comments. Let me try address your points one at a time:
1. UNH is the reason why the stock dropped - just look at the date of the announcement and price of DGX. If the industry structure was an issue LH (DGX’s biggest competitor) would not trade at substantial premium to DGX 2. Ameripath is a high quality, faster growing business 3. Today's valuation doesn't price in much growth, if at all. 4. They've been there forever; I see it more as an opportunity. 5. Wall Street doesn't have confidence in CEO until it does.
Cisco: High Quality at a Bargain Price [View article]
As of Jan 29, 2011:
Cash And Cash Equivalents 4,924,000
Short Term Investments 35,305,000
Short/Current Long Term Debt 3,089,000
Long Term Debt 12,152,000
I'm Not Dr. Doom; Call Me Mr. Realist [View article]
Welcome to Another Lost Decade [View article]
Welcome to Another Lost Decade [View article]
Another Confirmation of China's Not-So-Miracle Growth [View article]
China did not suddenly become energy efficient in two quarters (first and second quarters of 2009), coincidently at the same time when global economy went into recession and its exports collapsed. The same was as it did not suddenly turn energy inefficient in the third quarter of 2009 when its massive stimulus packaged kicked in.
I have no reason to hate China and I DON’T hate China. I am an investor who is looking at investing landscape and trying to identify risks.
Vitaliy
Another Confirmation of China's Not-So-Miracle Growth [View article]
China: Exactly Where Japan Was in the 1980s? [View article]
The Simple Math of 'Staggering' Chinese Growth [View article]
How Chrysler's Bankruptcy Plan Threatens Our Markets [View article]
How Chrysler's Bankruptcy Plan Threatens Our Markets [View article]
Jos. A. Banks Tailored to Suit the Times [View article]
China and Starbucks' Late Stage Growth Obesity [View article]
Be a Myth Buster ('Active Value Investing' Book Excerpt) [View article]
"I wrote this book for skeptics who look for opportunity but have a healthy dose of ‘‘the glass is half empty’’ mentality and a great passion for investing. Whether you are an ‘‘I’d rather do it myself, damn it!’’ investing weekend warrior or an ‘‘I do it 12 hours a day and eat lunch at my desk—I love this job!’’ professional investor (the latter category is where I fit in), you should find this book worthwhile."
The book's preface online should tell you a lot about the book contrarianedge.com/boo...
Jos. A Bank's Marketing Strategy Cheapens Brand [View article]
Time Arbitrage and Quest Diagnostics: Stepping Away From the Rat Race [View article]
1. UNH is the reason why the stock dropped - just look at the date of the announcement and price of DGX. If the industry structure was an issue LH (DGX’s biggest competitor) would not trade at substantial premium to DGX
2. Ameripath is a high quality, faster growing business
3. Today's valuation doesn't price in much growth, if at all.
4. They've been there forever; I see it more as an opportunity.
5. Wall Street doesn't have confidence in CEO until it does.
Best,
Vitaliy