kahunacfa (67.55)

4 Comments – Post Your Own

#1) On March 26, 2008 at 8:19 PM, abitare (99.42) wrote:

Kuhuna, 

"I am frankly embarrased by my poor CAPS score. "

I can understand that and you should be.  

"I am very Bearish on the stock market for the rest of 2008"

Your late and now that you say this, it might be a good time to get long the market.  

I told you what to do on 11/09/07, when you were dumb enough to outperform Citibank. My reply on you C pitch (now ended)

Kahuna,

I thought about getting my CFA at one point. Looking at your CAPS score, I can conclude it has not be that useful to you. CFA might be the opposite of useful. It reminds me of all the PH'd dictating policy at the DOD. They are more dangerous then useful.

1. The mortgage meltdown is not limited to "sub-prime". Basically, anyone who bought a home in 2005 - 2006 is "upside down" and maybe for decades. A recession also increases the likely hood of unemployment. Or they can / might walk away? What is the impact there on banks...severe.
2. The US dollar is trouble and companies paid in US dollars are less and less attractive.
3. You might explain or learn: Level III accounting if you are talking about Citibank
4. We are in a recession now. What planet are you on? Look at the reports from GM, F, homebuilders, retailers, financial services, airlines etc... etc...
5. Intrinsic value - ROFL! There is no power in the world capable of determining the "intrinsic value" of these banks. But I would guess they are way, overstated.

My WAG: Kuhuna, as a CAPs player or an investor, the best investment strategy you is:
1. Ask what does Kuhuna CFA think? Ok, do the opposite.
In fact, you could test it, start a CAPS account: Antikahunacfa, make picks the opposite of your current picks.

 

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#2) On March 26, 2008 at 10:38 PM, TMFJake (59.48) wrote:

Kahuna, we certainly appreciate the underperform intelligence as well as the outperform calls.

I'm glad you're back on CAPS.  I always appreciate your thoughtful pitches. 

Best wishes,

TMFJake 

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#3) On July 10, 2008 at 8:23 PM, MontezumaCFA (< 20) wrote:

Montezuma does not waste time on play-money games. But to help KahunaCFA overcome the stigma of this terrible CAP performance, hechallenged KahunaCFA to an investment contest for charity. KahunaCFA appears not to want to participate as he has not responded.

MontezumaCFA feels cheated.

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#4) On January 18, 2009 at 10:27 AM, 50Ozi (< 20) wrote:

Dear Kahuna,  You obviously far outshine your CAPS score!

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