Satyam Computer Services Ltd. (SAY)

All Comments on SAY

  • commenter
    share
    market tips
    Sep 18 06:04 AM
    My Website
    Stocks Covered By The India Stock Blog [view article]
    This blog is really nice and informative. We are pleased to know this blog is really helping people. Its our pleasure to post informative content on this useful blog created by webmaster.
    Investing in share market made easy with our live tips on all BSE,NSE shares or commodities.Our trading tips covers NSE and BSE     Reply
  • commenter
    captainjohan
    n
    Sep 17 09:57 AM
    My Website
    India Offshoring Quarterly Snapshot [view article]
    Hi what is your take on Lehman failure, AIG bailout on Indian stocks Reply
  • commenter
    Owen
    Sep 16 11:15 AM
    49 Stocks For Buffett Fans [view article]
    Thank you, Richard. My comments were not intended as criticism of your article, but of the Business Week article and similar ones. Like you, I also follow the S&P reports, and was surprised to see in their September 3rd edition of The Outlook newsletter an article called 'Acing the Buffett Test'. In recent years, the term 'Buffett' has become a synonym for value investing, despite the fact that the legendary investor has deviated quite a bit from the teachings of Ben Graham and David Dodd.
     Reply
  • commenter
    Richard Shaw
    Sep 15 05:30 PM
    My Website
    49 Stocks For Buffett Fans [view article]
    Owen,

    I certainly agree with your criticism of the list of 49 stocks generated by Business Week. My only task was to reduce that list down to those stocks (Buffet-like or not) down to those that are also currently recommended by S&P and ValueLine.

    The article title chosen by Seeking Alpha may suggest that we believe Buffet would want these companies, but that is not the case.

    Thanks.     Reply
  • commenter
    Owen
    Sep 15 02:21 PM
    49 Stocks For Buffett Fans [view article]
    I'm always amused by these lists of "Buffett-worthy&q... stocks. Anyone who thinks Infosys Technologies, Taiwan Semiconductor, or MEMC Electronic Materials would pass Buffett's criteria doesn't know the first thing about him. Neither Buffett, nor anyone else, can with any degree of confidence forecast what product these companies will be selling 10 or 20 years from now, let alone margin levels or market size. Buffett only buys companies which have been in the same business, selling the same products for 30 years or more, and are likely to continue doing so for another 50 years.
     Reply
  • commenter
    Pessimistic
    Optimist
    Sep 07 07:47 PM
    49 Stocks For Buffett Fans [view article]
    I am a prime example of what can happen if you are away from your computer for 1 weeks time. Out hiking with all of God's beautiful creatures and my shares of FCX had a hurrican run right through them and I am trying to muck out the aftermath. There were others that shared in this pummeling as well. I welcome, even embrace a bull run even if it's a minor bear retracement. Give me half of this weeks loss back and I will be completely happy. Use my experience as a lesson. To keep Buffet's track record in tact.. it appears to be a prudent contrarian, and totally buy into weakness. I would call this incredible weakness in many sectors. I will do this to hedge what losses I have incurred. There is my Buffet plan. Now to act on it. Reply
  • commenter
    Richard Shaw
    Sep 07 12:52 PM
    My Website
    49 Stocks For Buffett Fans [view article]
    Jeff -- note that it was Business Week magazine that selected the list of 49 stocks as Buffet-like. We just filtered the list further in terms of S&P and ValueLine opinions as to general appeal. Certainly, Buffet uses criteria and judgement in his selections that a simple 5 attribute screen cannot capture. Our intent was merely to help those who read the Business Week article by letting them know more about the stocks in the list, but not to judge the realism of Business Week's construction of the list. Reply
  • commenter
    Jeff Decker
    Sep 07 12:45 PM
    49 Stocks For Buffett Fans [view article]
    This final 13 is most un-Buffettlike. Let's begin with the obvious fact that Buffett doesn't own them.

    A core tenet of Buffett investing is "buying what one understands". He has scrupulously avoided tech stocks as being "too hard".

    He doesn't like mining because at the end, the commodidty mined is gone and shareholders are left with "the hole".

    Buffett likes stocks with a competitive moat, preferably one with "alligators in it".

    Finally, businesses should have capable, shareholder friendly boards and management. Their interests should be squarely aligned with those of shareholders.

    There are a number of fine companies on your list. Some of which I have owned, I can't see any being strong Buffett candidates.     Reply
  • commenter
    BxCapricorn
    Sep 07 12:35 PM
    49 Stocks For Buffett Fans [view article]
    As for SLB, we had a 2m barrel of oil, short-side surprise on Friday, and now another LOOP threatening hurricane entering the GOM this week. I know Bush gave the okay Wednesday to use the Strategic Oil reserves, but these delivery disruptions at some point, overwhelm our ability to subsidize. Reply
  • commenter
    BxCapricorn
    Sep 07 12:31 PM
    49 Stocks For Buffett Fans [view article]
    The short answer is that you missed the opportunity at 10:00 am on Friday, to buy under $69. With Ike projected to enter the GOM, FRE/FNM bailout projected to cost the government trillions, inflation looming, a rate cut in response to more banking troubles, even more inflation looming, and hedge fund sell-offs done, we're resuming the commodity bull market on Monday. Reply
  • commenter
    Richard Shaw
    Sep 07 12:19 PM
    My Website
    49 Stocks For Buffett Fans [view article]
    good questions to ask before you decide to buy. computer screened lists are just the beginning of research -- basically a way to narrow the field of needed manual research Reply
  • commenter
    User 138602
    Sep 07 11:50 AM
    49 Stocks For Buffett Fans [view article]
    where is FCX going from here? wow what a punishment for those who bought it at its high. I am looking at it every single day and ,since I don t own it, have been tempted to buy it. At which point can we start to buy it?
    Is their dividend safe? Are the price of copper and gold going much lower
    near term?How about long term? What the history of their dividend?     Reply
  • commenter
    User 138602
    Sep 05 11:39 AM
    Top 10 Outsourcing Stocks [view article]
    Bought ACN at an average price of $33 and I can t complain. I am keeping an eye on PAYX and have been tempted to buy it a few times but the direction of the market on this one intrigues me.Anybody knows what s going on with PAYX? I would appreciate any feedback on this one. Reply
  • commenter
    Altima
    Sep 05 12:31 AM
    Top 10 Outsourcing Stocks [view article]
    Author needs to understand the model of offshoring companies, SWITCH companies don't operate in a bodyshopping mode. Cognizant is no different than any of the other SWITCH companies that derive significant revenues from BFS, further Cognizant's BFS practice is growing the best in the industry. A better analysis is required before publishing such articles (Read Ashish Thadani's report published in Seeking alpha a month back on Cognizant, it has quiet a different view) Reply
  • commenter
    Seb
    Sep 05 12:07 AM
    Top 10 Outsourcing Stocks [view article]
    Honestly, the analysis on most of the companies is flawed. With INFY she says they need to get out of body shopping mode. Does she even understand the model of the offshore companies especially when she is talking about the top-5 of the firms. Then she says Cognizant has a focus on Pharma sector and talks about marketRx (one year old story). I agree with the comment by Vivs on the financial services business. Next about Satyam and their philanthropy. Have we started looking at that to decide the quality & performance of a corporation?
    This looks like a mish-mash of hearsay anecdotes from friends/relatives who work in these firms.     Reply
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