September 02, 2009 –
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RELATED TICKERS: DIS
, MVL
I was wondering if the dilution from the deal will have any material impact on the price of DIS that may give me a good entry point. Here's some math: [more]
July 26, 2009 –
This is just a note to myself and not meant to be enlightening. [more]
July 25, 2009 –
John Mauldin says: The Chinese have $2,000,000,000,000.00 that they cannot dump on the market. If they did, the dollar would fall. This would cause the Renminbi to rise. This would make Chinese exports more expensive. This would lead to decreased exports, which would damage the Chinese economy. [more]
July 24, 2009 –
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RELATED TICKERS: NFLX
Here's more about my NFLX opinion: [more]
July 24, 2009 –
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RELATED TICKERS: NFLX
, KBH
, STP
I've de-CAPped KBH and STP. KBH is a hombuilder that I have not researched. Homebuilders will, of course, rebound at some point. I don't know when and don't own any real$ KBH. I do own real$ MTH and MDC and will continue to hold them. [more]
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