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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, RJF, RJI, RJN, RJZ, RKH, RL, RMB, RMBS, RNECY.PK, RNF, RNGZY.PK, ROC, ROH, ROK, ROM, ROP, ROSE, ROST, ROVI, ROYL, RP, RPM, RPTP, RRC, RRGB, RRLMF.PK, RSE, RSG, RSH, RSO, RSP, RST, RSUN, RSW, RSX, RT, RTH, RTI, RTK, RTL, RTM, RTN, RTRAF.PK, RUBO, RVBD, RVM, RVR, RVRCF.PK, RWJ, RWK, RWM, RWO, RWR, RWW, RWX, RXI, RXL, RY, RYE, RYF, RYL, RYN, RYT, RZTIQ.PK, S, SA, SAI, SAM, SANM, SAP, SAR, SAVE, SAY, SB, SBAC, SBB, SBCF, SBMRY.PK, SBND, SBUX, SCCO, SCEI, SCG, SCGLF.PK, SCGLY.PK, SCHB, SCHE, SCHH, SCHL, SCHP, SCHR, SCHW, SCJ, SCO, SCOR, SCRT, SCS, SCSZF.PK, SD, SDK, SDOW, SDRL, SDS, SDXC, SDY, SE, SEA, SEAC, SEB, SEE, SEF, SEM, SEMI, SERV, SF, SFD, SFG, SFI, SFSF, SGAPY.PK, SGAR, SGEN, SGG, SGI, SGK, SGOL, SGP, SGQRF.PK, SGY, SH, SHAW, SHECY.PK, SHEN, SHI, SHLD, SHO, SHOO, SHOR, SHPGY, SHS, SHV, SHW, SHY, SHYOF.PK, SHZ, SI, SIFY, SIGA, SII, SIL, SINA, SIRI, SIVR, SIX, SJB, SJM, SJT, SJW, SKBI, SKF, SKH, SKLKF.PK, SKM, SKOR, SKS, SKT, SKUL, SKWEF.PK, SKX, SKYY, SLB, SLE, SLM, SLTM, SLTOF.PK, SLV, SLW, SLX, SM, SMA, SMB, SMBL, SMFG, SMFJY.PK, SMG, SMH, SMRT, SNBC, SNCR, SNDA, SNDK, SNDXF.PK, SNE, SNI, SNN, SNOFF.PK, SNP, SNSS, SNV, SNX, SNY, SO, SOCL, SODA, SOHU, SOL, SONC, SOXX, SOYB, SPB, SPF, SPG, SPLS, SPLV, SPN, SPPI, SPRD, SPWR, SPXU, SPY, SQM, SQNM, SQNS, SQQQ, SRCL, SREV, SRS, SRZ, SSCC, SSN, SSNLF.PK, SSO, SSP, SSPXF.PK, SSRI, SSTI, SSW, ST, STB, STD, STEC, STEM, STI, STIP, STJ, STLD, STM, STMP, STO, STP, STPZ, STR, STRA, STRI, STT, STWD, STX, STZ, SU, SUB, SUN, SUNH, SVA, SVLF, SVM, SVNT, SVU, SVVC, SVVS, SVYSY.PK, SWC, SWCEY.PK, SWDBY.PK, SWFT, SWK, SWKS, SWN, SWY, SXRZF.PK, SY, SYK, SYMC, SYNA, SYNM, SYNO, SYT, SYX, SYY, SZE, SZKMF.PK, SZO, SZR, SZYM, T, TAL, TAN, TAO, TAOIF.PK, TAT, TBAR, TBF, TBT, TC, TCAP, TCEHY.PK, TCK, TCO, TD, TDC, TE, TECD, TEF, TENZ, TEO, TER, TEVA, TEX, TFI, TFSL, TGB, TGH, TGI, TGIC.OB, TGP, TGT, THC, THD, THI, THMR.PK, THOEF.PK, THOR, THQI, THS, TIBX, TIE, TIF, TIN, TIP, TIPZ, TITN, TIVO, TJX, TKOMY.PK, TLAB, TLB, TLCTF.PK, TLEIY.PK, 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YUII.PK, YUM, YXI, YZC, Z, ZAGG, ZION, ZIOP, ZIP, ZIV, ZMH, ZNGA, ZOLL, ZSL, ZSTN, ZUMZ
  • Buy Chipotle As The Company Expands And Resists Recession Fears [View article]
    CS analysis is past oriented while Chipotle was entering its growth stage. There is no guarantee and no proof to support the sustainability of further growth with low to no gains in employment or a turnaround in the economy. Like all hyper growth restaurant chains, expecting the future to be the same as the past is an investing disaster in this area (see Mrs. Fields cookies, Unos Pizzeria, Boston Market, Dunkin Donuts (2009), Krispy Creme, etc.). Chipotle must grow and grow rapidly to support its price.
    Oct 8 04:15 PM | 2 Likes Like |Link to Comment
  • Ralph Lauren: The Epitome of Luxury [View article]
    Sorry but after Ralph Lauren went Polo Jeans they ceased to be high end in my eyes. They are more like an Abecrombie and Fitch. The high end is more like Hugo Boss, Tiffany's, etc.
    Aug 10 04:55 PM | Likes Like |Link to Comment
  • Outlets Are No Longer Outlets in the Traditional Sense [View article]
    LOL we don't have a economic recovery because stores can't even afford workers to help check people out anymore. They rely on check yourself out machines. Egads, the rise of the machines are coming in our generation.

    As for shopping for clothes, I suggest you find what you want in the stores and buy online. Only branding companies should sell in stores and expect no one to buy there but to try things out and buy elsewhere. Take it from Apple, it works.
    Oct 27 02:08 AM | 2 Likes Like |Link to Comment
  • Multinationals: A Safe Way to Play the Coming Drop in the U.S. Dollar [View article]
    The dollar already dropped.

    Right now there seems to be some more wage deflation so it will help balance things out and the Fed has pledged to slow down QE. Then act II of Obama stimulus takes place. Then the dollar drops again. Then if a recovery doesn't take hold the middle class becomes impoverished and consumption drops leading to a tendancy for deflation. Then the Fed etc print more money. then the dollar drops. This type of process has been going on since the beginning of the recession.

    If you get sick of it, I suggest you take Larry Bellehumeur's keen advice and buy ADRs. Betting on foreign currency or other things overxposes most people to the wild arbitrary swings of US Treasury rates and the dollar's value caused by the government trying to dissuade people from betting against the dollar as they deflate the dollar. Betting pure commodities tends to overly exposes you too much to a total lack of real demand by US consumers, thus makes you essentially bet on Chinese hoarding of metal (once again betting on another arbitrary government).

    Anyway, this is my 2 cents on the issue. Thanks for the article.
    Aug 20 11:07 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - Paul Krugman Is Wrong (8/10/09) [View article]
    The money the coverment dumps all over people permeates the entire market. Give a rich guy a million and he might just buy an iPhone lol. Give Chona billions and they'll buy loads of iron, copper, and oil. Give Goldman billions and they'll trade Trillions in program trading. Arguing government spending doesn't contribute to the revenue of corporate America is competely ignorant. Cramer is a good clown but not an economist. He should talk about what he barely knows, punting, and leave what he doesn't know alone.
    Aug 12 01:45 AM | 5 Likes Like |Link to Comment
  • Where is Consumer Discretionary Headed? [View article]
    Thanks for the charts. I suppose you could say that consumer discretionary is still headed to non-discretionary. Core commodities and commodity related stocks seem to be the better bet since I suspect money has been running to equities in far of inflation.

    This should result in leaving out retail in the rising tide unless you think they have the pricing power to raise prices accordingly (enough to keep their profit margin if they have any) and their drop off in sales for doing so will not be severely damaged.

    People who have been betting up retail and the broader market on Bernake's green shoots fairy tale have been swindled.
    May 13 08:32 PM | 2 Likes Like |Link to Comment
  • Coverage Ratios: What We Can Uncover in the S&P [View article]
    Debt is not a bad thing in modest proportions. Without it we wouldn't have any money for one thing.

    Business debt is fundamental to the healthy growth and expansion of the economy. Essentially, it is applying utilization of current resources to derive value add in the future. What do I mean by that? It is using assets to create goods and services in the future. Only this allows assets to be used for something called consumption of new things. Without allowing healthy business debt, we would most likely only be able to buy used clothes and other people's unwanted goods on e-bay.

    Sure, a few rich companies can make some goods and services without debt. But prosperous the world would not be if every business didn't use debt. Nor would the world be as rich or efficient as it is today.
    Feb 12 10:12 PM | 3 Likes Like |Link to Comment
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