Comments on: IS THE GLOBAL ECONOMY REBOUNDING? http://pragcap.com/is-the-global-economy-rebounding Sun, 12 Feb 2012 04:27:37 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: TheDrug'sDon'tWork http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5927 TheDrug'sDon'tWork Sun, 13 Sep 2009 12:01:55 +0000 http://pragcap.com/?p=8742#comment-5927 Profit's are benefitting from oil price (e.g. weak demand in total economy lowering oi prices) and some increase in demand from their. Economy still brittle to oil price shocks! GS is betting on higher oil prices and a rebound in the economy. One of those bets can't happen. Profit’s are benefitting from oil price (e.g. weak demand in total economy lowering oi prices) and some increase in demand from their.

Economy still brittle to oil price shocks! GS is betting on higher oil prices and a rebound in the economy. One of those bets can’t happen.

]]> By: jt26 http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5899 jt26 Fri, 11 Sep 2009 22:48:53 +0000 http://pragcap.com/?p=8742#comment-5899 re:FDX PEG = 2.59 I haven't looked in detail at FDX financials for several years, but I wonder if the PEG "premium" is also justified because of low interest rates (Fed model of investor's valuations) as well as the said low cost of capital for a high quality (?) credit like FDX (which probably also relies on large working capital). re:FDX PEG = 2.59
I haven’t looked in detail at FDX financials for several years, but I wonder if the PEG “premium” is also justified because of low interest rates (Fed model of investor’s valuations) as well as the said low cost of capital for a high quality (?) credit like FDX (which probably also relies on large working capital).

]]> By: Jeff http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5883 Jeff Fri, 11 Sep 2009 15:42:06 +0000 http://pragcap.com/?p=8742#comment-5883 FDX PEG = 2.59 PEG ratio results greater than 1 suggest one of the following: * Market expectation of growth is higher than consensus estimates. * Stock is currently overvalued due to heightened demand for shares. FDX PEG = 2.59
PEG ratio results greater than 1 suggest one of the following:

* Market expectation of growth is higher than consensus estimates.
* Stock is currently overvalued due to heightened demand for shares.

]]> By: Paul http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5881 Paul Fri, 11 Sep 2009 15:22:00 +0000 http://pragcap.com/?p=8742#comment-5881 Thanks TPC. Techicals are so strong, 1,060 to 1,100 is very possible though hard to believe due to dip buyers. Low treasury yields saying something differently. Meredith Whitney said Fed exit strategies in October could change, will you take this into consideration along with earnings in your future outlook? Thanks TPC. Techicals are so strong, 1,060 to 1,100 is very possible though hard to believe due to dip buyers. Low treasury yields saying something differently. Meredith Whitney said Fed exit strategies in October could change, will you take this into consideration along with earnings in your future outlook?

]]> By: TPC http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5880 TPC Fri, 11 Sep 2009 15:21:17 +0000 http://pragcap.com/?p=8742#comment-5880 Teomax, I will not be short into earnings. I'll be out with a detailed report in the next few weeks. We're seeing pretty similar trends continuing from recent quarters.... Teomax,

I will not be short into earnings. I’ll be out with a detailed report in the next few weeks. We’re seeing pretty similar trends continuing from recent quarters….

]]> By: teomax http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5879 teomax Fri, 11 Sep 2009 15:16:18 +0000 http://pragcap.com/?p=8742#comment-5879 so TPC, you think they have lower target estimates like past Q? therefore there could be more upside as we saw during 2q season. so TPC, you think they have lower target estimates like past Q?
therefore there could be more upside as we saw during 2q season.

]]> By: Jeff http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5878 Jeff Fri, 11 Sep 2009 15:15:12 +0000 http://pragcap.com/?p=8742#comment-5878 In '08 FDX was around $100/share - 53% drop in EPS and they trade today at $78/share - if things don't make sense then they don't make sense. Just like tech stocks in the 90s - the numbers don't support the price. In ’08 FDX was around $100/share – 53% drop in EPS and they trade today at $78/share – if things don’t make sense then they don’t make sense. Just like tech stocks in the 90s – the numbers don’t support the price.

]]> By: TPC http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5877 TPC Fri, 11 Sep 2009 14:52:19 +0000 http://pragcap.com/?p=8742#comment-5877 Paul, I am having trouble finding a catalyst that takes us down now. My biggest concern is that we overshoot to the upside now. I have been wrong for the last 5% of this move. Thankfully, I have been overweight bonds and cash as opposed to outright short. The next earnings season is right around the corner and my preliminary work shows that analysts are way behind the curve again.... Paul,

I am having trouble finding a catalyst that takes us down now. My biggest concern is that we overshoot to the upside now. I have been wrong for the last 5% of this move. Thankfully, I have been overweight bonds and cash as opposed to outright short.

The next earnings season is right around the corner and my preliminary work shows that analysts are way behind the curve again….

]]> By: Paul http://pragcap.com/is-the-global-economy-rebounding/comment-page-1#comment-5875 Paul Fri, 11 Sep 2009 14:42:18 +0000 http://pragcap.com/?p=8742#comment-5875 Hi TPC, what is your current outlook for the likelihood for a pull back this month? Thanks in advance. Hi TPC, what is your current outlook for the likelihood for a pull back this month? Thanks in advance.

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