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Paulo Santos

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  • Nvidia Shooting At A Moving Target [View article]
    More or less, let me try to explain, the article has 2 things in it:
    * One where I think nVidia could have done better, regarding the Kai reference, but which isn't that important;
    * Another where nVidia did well, with the new Mac Pro, and which might mean that the integrated graphics will still need a further generation or two to catch up, given the demands of retina displays.

    This second development was what made me turn neutral.
    May 24 09:10 PM | 0 Likes Like |Link to Comment
  • Patriot Coal: Estimating Risk With The Altman Z-Score [View article]
    It will probably still show a low score, but considerably higher than today.
    May 24 08:59 PM | 0 Likes Like |Link to Comment
  • The Coal Panic Has Arrived, It's Time To Buy [View article]
    I wish I could be so certain.
    May 24 08:50 PM | 0 Likes Like |Link to Comment
  • Alpha Natural Resources: Estimating Risk Using The Altman Z-Score [View article]
    Keep in mind that a mild summer can still derail this particular train.
    May 24 07:31 PM | 0 Likes Like |Link to Comment
  • Nvidia Shooting At A Moving Target [View article]
    $100 more is too much, really.
    May 24 06:36 PM | 0 Likes Like |Link to Comment
  • Nvidia Shooting At A Moving Target [View article]
    The devices wouldn't be nVidia's, they'd have to be from some manufacturer.
    May 24 05:43 PM | 0 Likes Like |Link to Comment
  • A Simple Mining Insight [View article]
    I'm thorn regarding shorting it into weakness. I think it will go well below where it trades right now, but would rather short on a bounce.
    May 24 05:41 PM | 0 Likes Like |Link to Comment
  • Estimating The Risk Of Peabody Energy Using The Altman Z-Score [View article]
    It was the one that scored highest, of those I tested.
    May 24 04:56 PM | 1 Like Like |Link to Comment
  • Nvidia Shooting At A Moving Target [View article]
    I expect AMZN to flunk, badly. But while NVDA seems to be targetting $199, Google had $199 as a given and seemed to be targetting below if needed. That's the difference.
    May 24 04:37 PM | 1 Like Like |Link to Comment
  • Nvidia Shooting At A Moving Target [View article]
    I just find it not particularly bright to think that AMZN will sit at $199. And keep in mind that this is coming from someone that's quite negative on AMZN.
    May 24 04:25 PM | 1 Like Like |Link to Comment
  • Estimating The Risk Of Peabody Energy Using The Altman Z-Score [View article]
    I've been expecting natural gas to go up (since April 24) during 2012 and 2013 and leading to a stabilization of the coal space, followed by it going up as well. I was a coal bear as well.
    May 24 03:47 PM | 1 Like Like |Link to Comment
  • A Simple Mining Insight [View article]
    There's a little known dynamic to capacity sellers (JOY is one). People familiar with the cyclicality of the semiconductor equipment space probably understand it better - JOY will probably see a dramatic plunge in activity - and mostly unexpected, too.
    May 24 03:46 PM | 1 Like Like |Link to Comment
  • Nvidia Shooting At A Moving Target [View article]
    Yes, I am saying that, but just regarding this particular product. It's simply obvious that AMZN is preparing to move the price, so shooting for that particular price point already shows lack of foresight.
    May 24 03:35 PM | 0 Likes Like |Link to Comment
  • A Simple Mining Insight [View article]
    canis, I had actually spoken negatively on JOY a few weeks ago, in the comments in my coal and natural gas articles. However, there's still plenty of room for further erosion, hence the article.
    May 24 03:29 PM | 1 Like Like |Link to Comment
  • A Simple Mining Insight [View article]
    CAT is less exposed to this, and obviously QE3 or LTRO3 can take everything higher, but this risk I described can be pretty powerful. All those mining companies spend a LOT in capex, and they're all going to cut it to the bone.
    May 24 03:16 PM | 1 Like Like |Link to Comment
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