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

  • Jonathan Deng: One more little data to add to the China bear picture is car sales. According to data provided by GM,...
  • Jonathan Deng: To answer the question the first gentleman asked regarding warning signs, I think the warning sign has...
  • Anonymous: SOUNDS TO ME LIKE IT’S TIME TO CASH IN THE PFIZER STOCK.
  • Anonymous: Facebook and Google are very similar and will likely have a very similar cost structure.  This is why...
  • Leigh Drogen: While I tend to agree with the sentiment that the relative multiples of Facebook and Google are...