alpha1

alpha1 | Joined since 2013-09-26

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2016-10-11 17:03 | Report Abuse

@probability. I think first one has to define what a good economy is--is it gdp growth? is it low poverty rates? is it rising financial wealth? the exchange rate is not a good barometer for how the economy is doing; cheap currency is often very stimulative for economies that rely more on global trade than internal aggregate demand.

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2016-10-11 16:25 | Report Abuse

@probability you can have real growth in absence of population growth and an increase in net exports. The solow growth model is a good theoretical framework to think about this. Stagnant population does not imply stagnant consumption but it does imply stagnant output if there is no increase in productivity of labor.

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2016-10-07 08:45 | Report Abuse

profits and stock price can go up even if sales doesn't. megasteel's hrc price was ~20% premium to international price and that accounts for ~80% of the cbee's production cost. imagine what 16% of topline going directly to the bottomline looks like + their liquid assets less all liabilities is already close to the price per share you are paying at this level

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2016-10-06 10:02 | Report Abuse

kyy talking about top-line growth completely misses the point. i wonder how he can call himself a super investor with such asinine analysis

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2014-09-09 09:44 | Report Abuse

could be one heck of a trade if he buys more now and emerges with more than 5.55%

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2014-08-26 11:18 | Report Abuse

@alphajack ghey

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2014-04-14 10:25 | Report Abuse

lol mirin dat intelligence

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2014-04-02 14:40 | Report Abuse

INSAS CANTEEEEKKK

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2013-12-17 11:46 | Report Abuse

shale oil costs 60-80USD a bbl to produce now so you're not going to see a 2008-esque collapse even if there is massive oversupply

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2013-11-09 20:59 | Report Abuse

@eric345685 you should really figure out how bonus issues work before putting your money in play.....

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2013-10-28 18:26 | Report Abuse

let's be real, nobody eats chocolate for its nutritional value ....

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2013-10-25 10:40 | Report Abuse

it's a classic merger arbitrage situation

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2013-10-24 22:29 | Report Abuse

you guys should buy e-pay shares instead

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2013-10-17 09:55 | Report Abuse

would you buy a 100 dollar note for 50 dollars even if you will never earn an interest on that note? same concept

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2013-10-10 09:11 | Report Abuse

all your eggs in one basket? don't do it if you're not 100% convicted

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2013-10-09 13:56 | Report Abuse

we need more people like sang jero to give us valuation anomalies to exploit

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2013-10-08 10:30 | Report Abuse

minitrader, obviously he has a different horizon

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2013-10-07 09:00 | Report Abuse

calvin, I think there is one giant leap from reality to your thesis playing out -- the management team. Not that they are incompetent but I don't see the will to grow this business out on such a large scale.

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2013-10-04 22:24 | Report Abuse

can you not read the annual reports yourself?

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2013-10-04 21:44 | Report Abuse

who is creador?

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2013-10-04 15:34 | Report Abuse

Probability of a US default = 0