Welcome to GuruFocus Investment Space.

Please Join Us to share your investment ideas with more than 100,000 GuruFocus users.

Join      Log in

Praveen Chawla Feed

Praveen Chawla's Space » Latest Feeds

Yesterday

2016-07-22

2016-07-21

  • Praveen Chawla commented on Dr. Paul Price's article 07-21 17:27
    Avoid Getting Sucked In at the Top
    The sound of the bell ringing at the top can be hard to hear. Most mutual funds are bought by individual investors. Much of those funds’ net...
    View all 1 comment
    Praveen Chawla 07-21 18:27
    • Unfortunately, almost none of the mutual fund investing public will read your excellent expose.   I do think "safe assets" are now getting into a bubble - though its probably only starting.  Next year - we could have "nifty fifty" again - what is next?  Bell bottoms?

2016-07-20

2016-07-19

2016-07-15

  • Praveen Chawla commented on Thomas Macpherson's article 07-15 16:53
    My Favorite Health Care Stocks
    “Health care is like no other industry. There is seemingly no need for the existence of some functions; you can’t decide whether it’s a...
    View all 1 comment
    Praveen Chawla 07-15 17:53
    • Great list.   I am long WAT - the only regret is I sold half my position after a 50% gain and watched it double again.  Thomas, any of these in your opinion are currently in the accumulate range.  I am currently also watching biogen, allergan and regeneron.
  • Praveen Chawla commented on Dr. Paul Price's article 07-15 15:42
    Stop the Presses!
    All discussions about the legality of “monetizing America’s debt” or holding to congressionally imposed “debt ceiling limits” were...
    View all 15 comments
    Praveen Chawla 07-15 16:42
    • Dr. Paul, I respectfully guess that your Doctorate is not in economics.  Bond rates are set by the market.  If people (or countries) are willing to buy my bond for 2.1% and give me their cash for 30 years the logical response would be to sell them more.

      Rather than conspiracy theories, a simpler explanation is that there is too much cash chasing too few assets (low supply - high demand).  Most of the major nations are rapidly ageing and old people spend less and defer spending.  They buy bonds and other "safe" assets.  So, I agree with you - that low rates will remain with us - until we baby boomers die off.  
  • Praveen Chawla commented on Holly LaFon's article 07-15 14:15
    Bill Ackman's Herbalife Settles with FTC, Stock Is Undervalued
    Bill Ackman (Trades, Portfolio)’s Pershing Square sustained another strike Friday when a long-time short, nutrition direct seller Herbalife (HLF),...
    View all 1 comment
    Praveen Chawla 07-15 15:15
    • How can you say that without looking at the settlement.  A cursory examination of the settlement tells me that going forward the company profitability will be compromised.

2016-07-14

  • Praveen Chawla commented on Dr. Paul Price's article 07-14 21:16
    Stop the Presses!
    All discussions about the legality of “monetizing America’s debt” or holding to congressionally imposed “debt ceiling limits” were...
    View all 12 comments
    Praveen Chawla 07-14 22:16
    • I guess I will have to buy the bridge in brooklyn with some of those paper IOU's.  

      QE ended in Oct 2014 but 30 year bond yield have plunged to 2.10%.  (1.5% in Canada).  How do you explain that?  Looks like if it was not for those printing presses we would be looking at negative yields and deflation.  
  • Praveen Chawla commented on Bram de Haas's article 07-14 06:42
    The InterOil Bid Is a Giveaway
    ExxonMobil (XOM) is a great company with a terrific culture that puts an emphasis on shareholder value creation. Morningstar analyst and CFA Allen...
    View all 1 comment
    Praveen Chawla 07-14 07:42
    • Good observation.  I notice most Guru's are reducing their position in XOM.
  • Praveen Chawla commented on Alex Barrow's article 07-14 06:35
    Don't Be Fooled By an Option's Return
    Options. They’re supposed to deliver you 1,000% returns overnight, week after week, right? That’s what a lot of these Internet trading...
    View all 1 comment
    Praveen Chawla 07-14 07:35
    • Enjoyed the article.  I have investing in the option market over the last 5 years (generally profitably) - and my experience is similar to yours.  The main advantages of the option market for me is the leverage they provide with careful attention to position sizing , diversification and worst case scenario's.  However I use options to "invest" not "speculate" - attempting to buy undervalued securities and hold them till they reach fair value.  Sometime you have to "roll" a position several times for the market to catch up.

2016-07-13

  • Praveen Chawla commented on Dr. Paul Price's article 07-13 19:43
    Stop the Presses!
    All discussions about the legality of “monetizing America’s debt” or holding to congressionally imposed “debt ceiling limits” were...
    View all 3 comments
    Praveen Chawla 07-13 20:43
    • Good rant Dr. Price, but if your theory was correct rampant money printing would lead to rampant inflation - but inflation has been in the 2% range -  all the money printing is still not able to fully counteract lack of demand, increased competition and entry of BRICs into the world economy over the last 2 decades (and well as the recent drop in price of commodities).

      Baldly, retorting that the official inflation numbers are systemically cooked is not a serious or beleivable statement.  

      Business is not economics and a country is not a business -- its like trying to use Newtonian physics to study sub-atomic particles or interstellar astronomy.  Physics use different paradigmns like quantum mechanics and Einstinean Relativity to describe these branches.  Different tools to understand different things.
  • Praveen Chawla commented on Nelson Hsu's article 07-13 18:48
    Polaris Industries Is a High Risk / High Reward Stock
    Polaris Industries (PII) is an impressive company with a track record of growth. The company sells off-road vehicles (ORV), snowmobiles, motorcycles...
    View all 3 comments
    Praveen Chawla 07-13 19:48
    • I have been hakering for a Polaris Slingshot ...
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK