Home » August 20, 2007 Entries posted on “August, 2007”

Navigating In “Interesting Times”

The Federal Reserve’s latest move was to encourage lending, not to stimulate borrowing. (There are plenty of wannabe borrowers sitting on the sidelines, waiting their turn.) The Chinese curse comes to mind here – may you live in an interesting time. This is an interesting market. This market will wash out a lot of investors who [...]

August 20, 2007 | Posted in Stock Analysis | Read More »

Goodbye Moto, Hello Nokia!

By Vitaliy Katsenelson, CFA It seems that Motorola (MOT) comes out with a good handset that everybody wants every five years or so. Considering that, we have a couple more years to go until the company will have another blockbuster handset again.  This failure by Motorola is a big positive for Nokia (NOK) on many [...]

August 9, 2007 | Posted in Stock Analysis | Read More »

Recently Commented

  • Anonymous: Great story and I admire your work. Did you marry a Russian girl? Being married to a Russian girl and...
  • Christian Rivera: Also can Walmart grow eps 15%/yr like they did from 1996 to 2006?
  • Christian Rivera: Vitaliyk, do you think Walmart will increase margins more than 50% (3.5% to 5.3%) in the next...
  • McCoy Penninger: I really enjoyed reading this.  Dead on.
  • I Need Money: So I guess is we hear Hoenig say that “the Fed should stick to its mission as lender of last...