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    • Fri May 16th 19:06 PM
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      Commented on:
      Comparing Valuations of Yahoo vs. Google
      "Like MSFT, it's good at generating cash from its one hit but does nothing else useful or interesting" - bearfund

      This has to be one of the most worthless pieces of commentary I have read in my entire life. Bearfund, I'm impressed that you're even able to type words given your tiny intellectual bandwith. I guess you can't achieve if you don't try.
      View article »
    • Thu May 15th 22:20 PM
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      Commented on:
      Comparing Valuations of Yahoo vs. Google
      Also need to factor in that Jerry Yang is an idiot. That should lop off at least $10 off the current share price unless you're factoring in his immediate removal. Oh and did you forget to account for the fact that youtube might be valued at 25-50B by the end of this year if it were a standalone company? That's quite a bit more than the 1.65B that Google paid for the company. How does that factor in to Google's valuation?
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    • Thu May 15th 22:03 PM
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      Commented on:
      Oil at $127, Buy Sunpower
      Suntech over Sunpower all day long. And then tomorrow too.
      View article »
    • Thu May 15th 00:58 AM
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      Commented on:
      Solarfun Power Short Interest Balloons
      There's a tremendous amount of short interest even in less speculative solar names like Suntech Power (STP). Can anyone get a breakdown of what percentage of the solar shorts (no pun) are institutional vs. retail for some of these stocks?
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    • Thu May 15th 00:50 AM
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      Options Trader: Wednesday Outlook
      The bowtie says it all. The FSLR financial wizardry doesn't surprise me either as it comes from a man who once called ISRG an inexpensive stock at $300 per share.
      View article »
    • Tue May 13th 17:28 PM
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      Is Google Its Own Worst Enemy?
      First they malign Google because they're too free-spirited. Now, you malign them because they're not free-spirited enough? What gives, amigo?
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    • Thu May 8th 19:08 PM
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      Commented on:
      Take Advantage of Crazy, Paranoid Mr. Market
      There are quite a few strong opportunies amongst the growing legion of NYSE traded Chinese stocks. These stocks did not receive nearly as much hot money as the A share market and some sectors, like online multiplayer games, are trading like value stocks even though they have 70% operating margins, half of their market cap in cash with no debt, 100% growth rates, and forward PEs of under 20.
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    • Thu May 8th 18:59 PM
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      Commented on:
      Cramer's Four Horsemen Back in the Saddle
      So when he says the bottom is in with financials, short financials. And when he says Google is toast, buy Google. I get it now wadexyz. Thanks for the education. I couldn't have done this without your insightful advice.
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    • Thu May 8th 18:42 PM
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      Commented on:
      India: Capital Market Reform Key to Infrastructure Needs
      Amen
      View article »
    • Wed May 7th 18:16 PM
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      Commented on:
      'The Only Three Stocks You'll Ever Need'
      I feel liberated. Thank you.
      View article »
    • Wed May 7th 18:13 PM
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      Commented on:
      Yahoo/Microsoft: Much Ado About Nothing Until 'Google' Ceases To Be a Verb
      The answer is that Google will. The foundation of Google's business is innovation. All of their business processes and the core values are directed towards adapting to change and innovating in the face of change. I think the author hit it right on the head: are all these discussions about Microsoft and Yahoo a waste of time? I think so.
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    • Wed May 7th 17:58 PM
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      Commented on:
      Tele Norte Primed for a Major Breakout
      What percentage of their revenue comes from mobile vs fixed line? Where do you see growth coming from in the next 5 years? What are the advantages over VIV? I'm not convinced but I've never followed this issue and I'm not familiar with their competitive advantages (if any).
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    • Tue May 6th 19:48 PM
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      Commented on:
      Is This the Moment of Truth?
      Very good point. I think part of this pyschology is really built on the encouragement of people like the CNBC folks whose business depends on you and I thinking that something important is happening at every moment.
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    • Tue May 6th 13:56 PM
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      Commented on:
      Cramer's Four Horsemen Back in the Saddle
      Cramer gets it right 49% of the time so he's better than most mutual fund managers.
      View article »
    • Tue May 6th 13:01 PM
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      China Stocks: April Was Kind
      Lord Kraken, what about all the stocks trading on the NYSE? They're not trading at a 40/50 PE. In fact some of the NYSE traded multiplayer online game companies like GA and PWRD, have half of their market capitalization in cash, 60-80% operating margins, growth rates over 100%, and trade at forward PEs under 20. You're clearly only focusing on the stocks that local Chinese can buy. As an American, you can buy the cream of the crop at very reasonable valuations.
      View article »