Home » December 27, 2011 Entries posted on “December, 2011”

Krugman’s Missed Call; Europe/China/Japan; Sideways Markets; Profit Margins; Microsoft

 I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Adviser Perspectives.  I am very excited about this interview because in a very unconstrained format we had a chance to discuss Paul Krugman’s  latest bearish article on China, the linkage between the European crisis and Chinese and [...]

December 27, 2011 | Posted in 5 Minutes of Fame,5 Minutes of Fame!,China,Japan,Latest,Macro,Slider,Stock Analysis,Stock Analysis! | Read More »

Microsoft Is Not as Boring as it Appears

 I am bored and exhausted. I am on my third cup of coffee, but my lack of excitement has not changed, as I am about to explain why the sleepiest, most boring stock in the universe—Microsoft Corp.—offers a very compelling r eward with very reasonable risk. Microsoft was the bright light in the tech firmament [...]

December 15, 2011 | Posted in Latest,Stock Analysis,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...