Karl Yong - Comments

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Apple Still Has A Lot Of Upside Potential
9 years ago

Apple had did very well. However the overall mobile business is shrinking. Simply handset are getting cheaper. WB bought into IBM because he is up to the next tech largest growth potential, A.I.. IBM is already incorporating it into banking system, healthcare and others. These customers won't be able to change system like we change mobile phone. Furthermore, Smart phone handset will not be more than USD200 by

2017. How attractive will Apple be then?

Surprising, with a background of looming interest rate increase, potential "tamper tantrum" effect on the market. Market already trading side way in caution. Tech stock may be hit the hardest. Yet this analyst is suggesting to buy Apple. Isn't it amazing?

I rather go long on banks and other financial companies that will benefit from the inevitable rate increase.

In this article: AAPL
The Federal Reserve May Not Be Expert Enough To Manage The Economy
9 years ago

I agreed with your article to a certain extend. However I seriously doubt the Fed is not expert enough. In fact, I more incline to believe, the Fed maybe serving the interest of the ultra rich rather than the mass. What is the different between raising the rate last year? Doing it in much smaller steps, in each duration letting the economy adjust and continue a health growth. Who does it really benefit in delaying? Average man on the street and even corporates, will be not be serious affected, if the percentage is smaller and over a longer period. However, because of the delay, the present global situation had made it the worst timing to raise it now.

1) Stronger USD will further weaken US corporates earning. It will further weaken the competitiveness of the companies. Hence jobs.

2) More shale companies will perished, cost of funding will serious affect the source and availability of funding. We need to be concerned that 60% of the so call oil reserves, that been booked in, are still in well that need shale companies to keep drilling.

3) Pending on the pace and the percentage of each increase, can the weak housing market actual survive? As it merely showing small sign of recovery, after totally destroyed by the greedy investment bankers during the CDOs era.

However if I am her, of course I will increase it this year, it will determine which side win this coming presidential election. Plus the market is moving side way, doesn't benefit the mega Hedge Funds nor those big investment banks if the market continue in this manner. Remembering that next six to eight months is a period whereby funding is critical to the presidential candidates, who has the most cash in hand to make contribution?

It Begins: US May Send "Target Spotters" To Iraq To Counter ISIS "Offensive"
9 years ago

I deeply detest whatever ISIS is doing. However it is just sad, most American don't understand, ISIS is about war of race and religion. Just imagine, if one day, we decided to take the land and kick out children from all our school for all Methodist in America, then just imagine we been fighting and killing for 500 years. What will happened?

Why did ISIS come about?

Will there be peace?

The US government should send all the kids for educational tour in Saudi, not to well-off area or historical sites, but to area where 80% of their people live. Oh sorry, the mere entering to Saudi, they will have a shock of their life. At the end of the trip, tell them Saudi is US key ally in Middle East, then ask them do they still believe US is a champion for human rights. Maybe in those kids, after their trip, we will have a US leader that will find the answers to all the questions.

Dividend Stock Analysis: Deere & Company, Warren Buffett, & 2nd Quarter Results
9 years ago

I really hope to see John Deere incorporate drone technology into their machines or create new line of machines with it. I guessed John Deere will always have a warm spot in any American that work or grow-up on a farm.

Unlike NIKE, the machine sold is USA, is made in USA.

In this article: DE
The Most Important Thing In Investing
9 years ago

What a statement?! In a bull market, just state, a bear market is coming, it is a matter of time. It's just like stating, the Sun will rise again in the middle of the night, it is just a matter of time.

I don't believe in us floating in oil, with oil companies heavily discounted due to oil price and the FED will interest rate this year or next. I buy big oil companies and banks, then just trade FX, EUD/USD.

In this article: SPX, SPY
Dividend Stock Analysis: Deere & Company, Warren Buffett, & 2nd Quarter Results
9 years ago

Deere and company is a solid company with competitive advantage in their large scale machines. For those smaller scale machines, outside of US, they are heavily challenge. Simply strong USD hurt this company, it is just that simple. Will you buy this company shares? Strong USD, weak Yen and weak EUD giving the Japanese and Europe competitors a strong competitive advantage. I rather be putting my money in them. Even if M&A happened, whereby Deere take acquisition option of oversea competitors, because of strong USD. I still gain more putting my money on the other side.

What is interesting in WB portfolio? All the banks and financial sectors. He has lots, even a 5 billion warrants on BAC that enable him to change into shares at a huge discount at today price. It is a matter of time the rates will be raised. He is up for a big harvest again.

In this article: DE
Dollar Bulls Retake The Whip Hand
9 years ago

US will be raising rate. Euro is printing EUD. The basis fundamentals don't even support EUD raising at all. Let just be honest, with all the technical talk, the truth is that without fluctuation in the FX, with equities market trading side way, where will we get income. I am not shy to say I made a nice profit trading between 1.14 to 1.11.

Banks Hit With Record Fines For Forex Manipulation
9 years ago

Maybe I was naived, but I really thought Obama will make a different. Just very disappointed. He is the first black president, I was hoping at least he took pride in that and make a different for the people.

Imagine next year, voting for either a Clinton or a Bush, what outlook for US can average people expect. Being rob and screw over again!

Image till today, hedge funds and investment banks can still bully the market in their favor. Investment banks can published articles that they don't need to be responsible for, just like GS forecast of oil for last 6 months, totally off, but they just keep going. Do they care about thousand of shale workers livelihood screw-up by them. We really floated with oil? Over 60% of the US oil reserve are still in well, while the shale companies that suppose to be drilling them had mostly stop! China asked Saudi for increment of supply for May and June, Saudi can't. Chevron director bought USD19 million of CVX shares, he has too much money to burn? I won't be surprise because of all these shale closing due to all these expert reports. A year down the road, oil price will sky rocket, the average people will be screwed again, as they need to pay ridiculous price to get their car moving.

We better teach our kids to kill, steal, cheat or sell your soul, do whatever it take to get to the top, only when you are on top, you can live above the law and be worshipped like gods. This is the new America dream.

In God we trust? I believe we passed that stage. God save us

In this article: BCS, C, JPM, BAC, RBS
Monsanto Reliving The Past With Syngenta
9 years ago

The news going around, giants from China and German are highly interested and preparing to table something substantially and more significant. The best news for Syngenta staff, the Chinese intend to keep all management and staff.

In this article: MON, SYT
Banks Hit With Record Fines For Forex Manipulation
9 years ago

Why fine the banks? Compare to those that robbed the world trillions in the CDOs era. They get to keep all the money, no legal action ever taken against them. It's like serial mass murders getting free while while kids stole some food get capital punishment.

At least here the banks are serving their clients interest. Compare to those investment bankers during the CDOs era, selling their client faulty products and take up position against them. The top management made billions, not only free but get every cents they cheated others. Their actions cause millions of people to lose their home, world recession, millions around the world lost their jobs and made all the banks they work face bankruptcy. Cannot imagine, these people were/appointed as Authorities or President advisers. AIG as part of bill out, was force to agreed not to take legal actions against the investment banks and all these devils. I guessed this is the best of America dream, robbed billions of dollars, screwed millions of life, not only walk free but US tax payers had to pick up the tap.

It is even more amazing, some of these devils become head and prof. of the best universities while others play key roles in the government, regulating the financial industry. The most disappointing is Obama, I thought he will make a different, with all his promises, nothing came about, worst he appointed them for the last eight years to make US worse..... FYI a French lady that head the IMF did a better job, at least she pushed to implement what was promised by Obama, she was successful as it is implemented across EC.

In this article: BCS, C, JPM, BAC, RBS
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