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Moon Kil Woong

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GEL, GEN, GEO, GEOI, GEOY, GERJ, GERN, GES, GEVO, GEX, GF, GFA, GFG, GFI, GFIG, GG, GGB, GGC, GGCRF.PK, GGG, GGGG, GGN, GGP, GIFI, GII, GILD, GIS, GITLF.PK, GKM, GLBL, GLD, GLDD, GLDX, GLJ, GLL, GLNG, GLRE, GLTR, GLW, GM, GMC, GMCR, GME, GMF, GMM, GMMB, GMO, GMRRQ.OB, GMXR, GNCMA, GNK, GNW, GOLD, GOOG, GORO, GOT, GPC, GPK, GPL, GPOR, GPRE, GPRLF.PK, GPRO, GPS, GR, GRA, GRDOW, GREK, GRH, GRID, GRMN, GRPN, GRS, GRT, GRU, GRZ, GS, GS.B, GSC, GSFVF.PK, GSG, GSH, GSI, GSK, GSPC, GSS, GST, GSVC, GT, GTAT, GTIP, GTIV, GTLS, GTS, GU, GULF, GUR, GVA, GVI, GWL, GWMGF.PK, GWR, GWX, GXC, GXEXF.PK, GXF, GXG, H, HAIN, HAL, HALL, HAO, HBAN, HBC, HBC.A, HBM, HCA, HCBK, HCC, HCHDF.PK, HCN, HCP, HD, HDB, HE, HERO, HES, HEV, HFC, HGIC, HGSI, HGT, HGYMF.PK, HHH, HIG, HIMX, HK, HL, HLF, HLT, HLX, HMA, HMC, HMIN, HMY, HNBC, HNP, HNSN, HNT, HNZ, HOFT, HOG, HOGS, HOKU, HOLX, HON, HOO, HOT, HOTT, HOV, HP, HPF, HPQ, HPS, HPT, HRB, HRBN, HRL, HS, HSOL, HSP, HST, HSY, HTCH, HTCIF.PK, HTS, HTZ, HUM, HUN, HURN, HW, 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JPM, JPP, JPS, JRCC, JSC, JSN, JVA, JW.A, JWN, JXHLY.PK, JXI, JYF, JYN, K, KB, KBE, KBH, KBR, KBW, KBWB, KBWD, KCAP, KCE, KCG, KCI, KEF, KEP, KERX, KEY, KF, KFT, KGC, KGJI, KGN, KIOR, KIRK, KIROY.PK, KKD, KLAC, KLIC, KMB, KME, KMGB, KMI, KMP, KMPR, KMTUY.PK, KMX, KNCRF.PK, KND, KO, KOF, KOG, KOL, KPELY.PK, KPLUF.PK, KR, KRA, KRC, KRE, KRLTF.PK, KRNRF.PK, KRO, KROO, KRY, KSKTF.PK, KSU, KT, KTCC, KWHIY.PK, KWK, KWT, KXI, KXPLF.PK, KYO, LAD, LAMR, LANC, LAZ, LBIX, LBLCF.PK, LBND, LBRMF.PK, LCC, LD, LDK, LDN, LEA, LEAP, LECO, LEH, LEH.F, LEHMQ.PK, LEMB, LEN, LF, LFC, LGF, LGZ, LH, LHCG, LHMAF.PK, LIFE, LINC, LINE, LINTA, LITHF.PK, LIWA, LLL, LLNW, LLTC, LLY, LM, LMCA, LMNX, LMT, LNCR, LNG, LNKD, LNMIY.PK, LNN, LNVGY.PK, LNY, LO, LODE, LOGI, LOW, LPL, LPNT, LPR, LPS, LQD, LRCX, LRLCF.PK, LSCC, LSGGF.PK, LSI, LSTZA, LTD, LTPZ, LTUS.OB, LUK, LUKOY.PK, LULU, LUV, LVLT, LVOL, LVS, LXK, LXRX, LXU, LYB, LYG, LYSCF.PK, LZ, M, MA, MAA, MAAFF.PK, MAC, MAG, MAIN, MAKO, MANT, MAR, MAS, MASC, MAT, MBB, MBG, MBHI, MBI, MCCC, MCD, MCF, MCGC, MCHI, MCHP, MCK, MCO, MCP, MCRL, MDAS, MDC, MDP, MDR, MDT, MDVN, MDY, MEE, MEOH, MER, MERC, MERMF.PK, MES, MET, MFA, MFB, MFC, MFE, MFG, MFGLQ.PK, MFN, MGA, MGAFF.PK, MGM, MHP, MHS, MHVYF.PK, MI, MIL, MILL, MINT, MITEY.PK, MITSY.PK, MJDLF.PK, MJN, MKL, MKSI, MLHR, MLM, MLN, MLPY, MMI, MMM, MMR, MNGGF.PK, MNI, MNKD, MNST, MO, MOAEY.PK, MOBI, MOGLF.PK, MOH, MON, MOO, MORN, MOS, MOSY, MOVE, MPC, MPEL, MQBKY.PK, MRAAY.PK, MRK, MRO, MRVL, MS, MSFT, MSI, MSTR, MT, MTB, MTCEF.PK, MTG, MTH, MTK, MTL, MTLQQ.PK, MTOR, MTU, MTW, MTZ, MU, MUB, MUNI, MUR, MUX, MV, MVG, MVL, MW, MWA, MWA.B, MWV, MWW, MXI, MXIM, MYGN, MYL, MYY, MZG, MZN, MZO, N, NABI, NAT, NAV, NAVB, NAVI, NBF, NBG, NBIX, NBL, NBR, NCC, NCIT, NCR, NDAQ, NDN, NDSN, NE, NEI, NEM, NEPT, NETL, NEU, NEWN, NFG, NFLX, NFX, NFYIF.PK, NG, NGD, NHRKF.PK, NI, NIB, NIHD, NILE, NILSY.PK, NKE, NLC, NLR, NLY, NMG, NOC, NOG, NOK, NOV, NOVL, NOVUF.PK, NPTN, NRBAY.PK, NRG, NRN, NRP, NRSRF.PK, NS, NSANY.PK, NSC, NSIT, NSM, NSP, NSPH, NSRGY.PK, NSTC, NT, NTAP, NTCXF.PK, NTDOY.PK, NTES, NTRI, NTRS, NTXFF.PK, NTY, NU, NUAN, NUCL, NUE, NUGT, NUVA, NVAX, NVDA, NVLS, NVO, NVR, NVS, NVTL, NWBO.OB, NWL, NWLNF.PK, NWS, NWSA, NWY, NXG, NXPI, NXY, NYB, NYC, NYF, NYT, NYX, NZ, NZT, O, OAS, OB, OCANF.PK, OCLR, OCN, OCPNF.PK, OCZ, ODP, OEF, OGEM, OGXI, OGZPY.PK, OI, OIH, OII, OIL, OLO, OMG, OMI, OMVKY.PK, OMX, ONB, ONCY, ONEQ, ONNN, ONP, ONXX, OPELF.PK, OPEN, OPWV, ORCL, ORCT, OREX, ORI, ORLY, OSG, OSI, OSK, OSKFF.PK, OSTE, OSTK, OTR, OVTI, OXBT, OXY, OZRK, P, PAAS, PAF, PAG, PAGG, PAL, PALAF.PK, PALL, PALM, PANL, PAR, PARL, PAY, PAYX, PBCT, PBD, PBE, PBEGF.PK, PBI, PBKEF.PK, PBR, PBR.A, PBW, PBY, PC, PCAR, PCBC, PCCC, PCEF, PCGLF.PK, PCH, PCL, PCLN, PCP, PCS, PCX, PCY, PCZ, PDLI, PDS, PEET, PEG, PEI, PEIX, PEK, PEP, PER, PETD, PEY, PEZ, PFCB, PFD, PFE, PFF, PFG, PFI, PG, PGB, PGF, PGJ, PGM, PGN, PGR, PH, PHB, PHG, PHHMQ.PK, PHI, PHK, PHM, PHO, PHYS, PIE, PII, PIN, PIO, PIP, PIR, PJB, PKB, PKN, PKOL, PKT, PKX, PLAC, PLB, PLCE, PLCM, PLD, PLL, PLLVF.PK, PLTM, PLUG, PLW, PLX, PM, PMI, PMNA, PMR, PMT, PMTC, PMTI, PMY, PNC, PNG, PNNT, PNPFF.PK, PNQI, PNRA, POAHF.PK, POAHY.PK, PODD, POL, POOL, POT, POWI, PPA, PPC, PPDI, PPG, PPH, PPHM, PPL, PPLT, PPO, PPP, PPRTF.PK, PPS, PRA, PRE, PRF, PRN, PROJ, PRPCF.PK, PRPX, PRRR.PK, PRTDF.PK, PRU, PRWT, PRXI, PRXL, PSAU, PSCC, PSCD, PSCE, PSCF, PSCH, PSCI, PSCM, PSCT, PSCU, PSEC, PSI, PSJ, PSLV, PSP, PSQ, PSR, PST, PSY, PSYS, PT, PTH, PTM, PTR, PUDA, PVH, PVI, PVR, PVTB, PWE, PWER, PWND, PWRD, PWX, PWZ, PX, PXD, PXE, PXH, PXJ, PXP, PXQ, PXR, PZA, PZE, PZG, PZT, Q, QCLN, QCOM, QCOR, QEP, QID, QIHU, QLD, QLGC, QQQ, QQQC, QRM, QSII, QSURD.PK, QSURF.PK, QTEC, QTWW, QUAD, QUIK, RAD, RAH, RAI, RAIL, RAS, RATE, RAVN, RAX, RBCN, RBL, RBS, RBXLF.PK, RBY, RCD, RCI, RCL, RDEN, RDN, RDNAF.PK, RDS.A, RDS.B, RDY, REDF, REE, REGN, REMX, RENN, REPYY.PK, REV, REW, REZ, RF, RFLMF.PK, RFMD, RGA, RGC, RGLD, RGR, RGS, RHDC.PK, RHHBY.PK, RHI, RHT, RIG, RIMM, RINO, RIO, RJA, 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  • Automatic Data Processing: Earnings Preview [View article]
    People I know are quitting ADP because it is cheaper to do it themselves and they might as well do it in house. Although ADP will meet earnings, their growth doesn't justify their premium.
    May 1 01:27 AM | Likes Like |Link to Comment
  • Making Money From Obama's Speech [View article]
    The whole market will meltdown. His speech was a bust and pretty much none of it will happen and he knows it. He will also oppose his own plan to cut taxes if Republican's won't cut loopholes.
    Sep 9 10:11 AM | 1 Like Like |Link to Comment
  • Paychex: Earnings Preview [View article]
    Thanks for the good call. This segment offers nothing new and is easily copied. I suppose Paychecks could move to a SaaS model. But wait, then all its revenue would poof, disappear. Do I smell another Blockbuster?
    Sep 26 12:04 AM | Likes Like |Link to Comment
  • ADP: Throwing Water on the Employment Outlook? [View article]
    Although fundamentals look weak it is hard to bet against big money government spending including the most ridiculous census taking in recent history (I guess they forgot about statistics and sampling). I suspect spring will see a government led spending spree bounce. After that the future is unsure.

    The market is right to bet on big caps. I suspect their earnings will look quite good on very little hiring or expense increases. Look at companies like AMAT and GLW which I just picked up. They are both indicating strong growth in revenue, higher profitability, and better margins. We can all hope tech will save the US economy yet again.
    Mar 31 03:25 PM | 1 Like Like |Link to Comment
  • 'AAA' Rated Companies: And Then There Were Six [View article]
    I wish they stopped the arbitrary AAA mystical listing system and just provided their estimated % possible bankruptcy and default rate. That way they could make it uniform with municipal bonds and give more clarity on how accurate they really are.

    After all, lets call a dog a dog shall we, their ratings are issued to determine the risk premiums of these firms debt in percentage terms anyway. They are not some impartial news service commited only to noticing some potential bad things that can happen to a company and providing an early warning balance sheet notification.

    Because ratings agencies are so intertwined by financial self interest to debt issuers you really need some sort of balance. The best thing would be to require them not to take debtholder listing fees. Since that would kill their market cap if not their business, it would also be good if they were beholden to actually put skin in the gaame and make bets at those percentages each time they issue a ratings. I don't think this would happen either because they would probably be bankrupt by now.

    I think everyone knows if the ratings agencies were an animal it would probably be a slug: not backbone, slow as hell, and enjoys eating easy meals on things that don't bite back (overcharging on municipal and revenue bonds).
    Mar 13 10:17 PM | 3 Likes Like |Link to Comment
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