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Parsad

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Everything posted by Parsad

  1. Junto, in the Minne/St. Paul area, do you find that properties are selling faster in core market areas, or is it a broad increase in sales in all suburban areas too? I agree with your comments about the market decoupling. It could very well be that certain markets are picking up, and certain markets are in a depression-like state. You are getting bidding wars now in certain markets. It seems as though most people in the housing industry are tentatively optimistic. Cheers!
  2. The only entertainment value I get from this show's glacial story line comes from yelling at the on-screen characters as they make consistently terrible choices. The show is just not realistic enough for me to tolerate... the zombie mayhem I can accept, but I can't suspend reality long enough to believe that there exists any random group of people who are collectively that stupid. For me, it's a toss up between Breaking Bad and The Wire for best TV series ever. VAL, have you ever been through a zombie apocalypse? No...nuff said! ;D Cheers!
  3. The CEO of Toll Brothers has some comments on housing and their business. Cheers! http://www.cnbc.com/id/46872827
  4. Francis' 2011 annual report is out. He discusses banks and TARP warrants, Europe, Chinese stocks and the Canadian housing market. Not all are in the Chou Associates Letter, so you may have to go through each one. He's also always got one really funny joke and this one does not disappoint. Cheers! http://www.choufunds.com/pdf/AR11.pdf
  5. The Walking Dead seems to be moving away from the grimace fest it was under the previous showrunner. They also killed off their main antagonist in Shane. But I think they are now going to cover alot more of the material from the graphic comic, as the last episode alluded to a couple of big things for next season. I actually don't watch the show for the gore fest, but the character development...which I thought was pretty good. It didn't have to be zombies...it could have been any sort of contagion...and then you watch what these people do to those around them and what they become...good or bad! It just happened to be zombies in this comic! ;D But hands down, Game of Thrones is awesome and I'm pretty jacked up to watch the new season starting this weekend. When I'm not reading, then I'm watching sports or a few of these shows. Cheers!
  6. I like Breaking Bad and watched Sopranos all the time. Mad Men is one of the most boring shows on television! ;D Watched the occasional episode of Oz. Watch The Wire when I can. I really liked Deadwood, but think Boardwalk Empire is a bit too plodding...great actors though. Was very disappointed by Luck! Had everything going for it, but incredibly slow paced except for the occasional racetrack scene. The best thing about Luck were the four gambling buddies, and the show had Nick Nolte and Dustin Hoffman! Cheers!
  7. Article on BAC being downgraded from buy to neutral. That's not why I posted it though. I posted it because of the analyst report mentioned at the bottom of the article that said upside potential was limited at $7 in Q4 2011. ;D Cheers! http://blogs.barrons.com/stockstowatchtoday/2012/03/27/bank-of-america-downgraded-show-me-the-earnings-power/?mod=yahoobarrons
  8. By the way, should warn anyone reading that there is a ton of nudity in Game of Thrones. I would say it is one of the more risque shows I've ever seen on television. But much of it fits the time and circumstance, so not ENTIRELY gratuitous! ;D Cheers!
  9. Could be growth is partly to blame. They are probably ramping up the back office support and administrative expenses for future growth. Cheers!
  10. Thanks Toronto! Yes, Game of Thrones is the best show I've seen since the first season of Lost. Absolutely terrific writing, sets, actors...stunning twists to the stories. Great show! Supposedly the second season is taking it up several notches. Cheers!
  11. If you can find cheaper, that's great, but there are some people who just don't have the time to go to different sites. Also, some prefer to book directly through the hotel, because they feel more comfortable that way, rather than using their card online. We personally booked ours through Expedia, because they had a good deal on the flight and hotel combo a couple of months back. Cheers!
  12. Comments by Shiller on housing. He's concerned that house prices have declined for 5 years, but doesn't know what way the psychology is shifting. What I like about Shiller is he's just plain honest. He gives you the facts, but then he says over and over...I don't know...I'm not predicting. Cheers! http://finance.yahoo.com/blogs/daily-ticker/shiller-housing-chance-bottom-suburban-prices-may-not-161914444.html;_ylt=Ahs9F9JK4GHx7ZXPYAII.aiiuYdG;_ylu=X3oDMTNyajBxbzFyBG1pdANGUCBUb3AgU3RvcnkgTGVmdARwa2cDZmM0OWE5NDktMWZkNC0zOWJjLTkyNWUtMDE4ZThkZTBjZTE3BHBvcwMyBHNlYwN0b3Bfc3RvcnkEdmVyAzk5N2Y3ZTgwLTc4MjgtMTFlMS1iZGJiLWYyMWFkOWFiMDU1Mw--;_ylg=X3oDMTFvdnRqYzJoBGludGwDdXMEbGFuZwNlbi11cwRwc3RhaWQDBHBzdGNhdANob21lBHB0A3NlY3Rpb25zBHRlc3QD;_ylv=3
  13. For those that have not booked your hotel yet for Toronto, we have a block of rooms set aside at the Fairmont Royal York at $209 CDN per night. They will be available till March 30th. When you call, give them the room block code of "CORN0412". Cheers!
  14. I believe you are thinking of Kyle Bass Yup, that's who it was. Thanks. Cheers!
  15. Toronto, if you don't mind, how much did it cost to order a season pass on Appletv...say for Walking Dead or if you've ordered it...Game of Thrones? And do you pay for cable at all, or how does it work? Do you stream everything? Like 60 Minutes...did that cost anything to stream? Sorry for the questions, but I'm thinking about getting one too, and wanted to know how comparable the prices are to cable. I pay about $250 a month with Telus for high speed internet, landline local & long distance, and full cable with pretty much all the channels, including certain Asian cultural channels. Cheers!
  16. Yes, Nalini is just as nice as Prem, and their children are just like the parents. Very nice family! Cheers!
  17. Well, Moynihan will have his chance. For now, I'm happy for him to build up to a fortress balance sheet. I just wish he were a bit more charismatic -- more Dimon-like. But that's a very small criticism. I think it was that lack of charisma that caused so many to miss the boat on BAC. They were all on the Pandit Love Boat! ;D Cheers!
  18. Terrific article by Andy Xie! I couldn't agree more with his analysis, and I believe that at some point, this will be the trigger. Incidentally, doesn't Michael Burry have a huge bet on Japan's yen weakening as well, or am I mistaken on that? Cheers! http://www.cnbc.com/id/46863460
  19. Bloomberg discusses Netjet's China expansion. Cheers! http://www.bloomberg.com/news/2012-03-26/buffett-s-netjets-forms-china-venture-on-business-jet-demand.html
  20. Peter emailed me and said while he appreciates the sentiment, please do not post about him. I told him to take a break for a few days and reconsider coming back. Cheers!
  21. General information for anyone wondering: Peter Burke messaged me and said that he did not feel this forum was the right venue to express himself, and if I can terminate his account and delete all his posts. I did not boot him out, but obliged his request. Cheers!
  22. CNBC article on housing. Cheers! http://www.cnbc.com/id/46855457
  23. I've changed the title, but why are you being an ass now?
  24. I understand what Peter was trying to say. My point was that he didn't have to say it the way he did. He could have easily said "Sanj, I think the title may be misleading, because he actually didn't lose any money on the sale." I would not have uttered a word. Cheers!
  25. How is that my definition? Icahn owned the stock...owned a ton of it...and then sold it because he lost the proxy fight. Now the company is making a fortune. Where exactly in that do you think your facetious comment fits in? where exactly did he "lose" money? he sold last year at about break even to his cost basis. now the stock is up. when you sell a stock and it later goes up, did you lose "big"? He probably took the proceeds of that sale and made money with it. I know that CI is part of the Cabal that is "out to get" Ostck and Fairfax, but I think the headline is something that would fit on Business Insider and not an investor board which aspires to big ideas. Well that's your problem. I've never said Icahn is part of any cabal. That's your paranoia! A few weeks ago, I posted an article on how John Paulsen sold all of his BAC stock before the recent rise. Do I have an axe to grind with Paulsen? No. I put the article on there because I thought it was interesting how a small movie studio is now making such a killing, and he was driving a proxy to remove management because he thought they were incompetent and incapable of increasing shareholder value. Now let me ask you since you seem so damn defensive of Icahn...was he wrong on management? Cheers!
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