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David Silver

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AA, BUD, F, FB, GM, KO, PM, SPY
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  • Battle Of The Brands: Ford Versus General Motors [View article]
    Good article! I agree with the first commenter, however, that GM will have limited upside as long as the government still owns such a huge stake in the company.
    Apr 12 09:59 AM | Likes Like |Link to Comment
  • Alcoa Surges Past Estimates [View article]
    I didn't block you, and well done on your options purchase. Are you selling tomorrow? or are you going to hold the options until they expire?
    Apr 11 12:14 AM | Likes Like |Link to Comment
  • Earnings Preview: Alcoa Is No Longer A Bellwether [View article]
    Yeah, who would have that with aluminum prices down 9% the Company sees record revenues. Still trying to figure out where the extra demand came from (air and auto doesn't account for the huge difference). Thanks for the comment though!
    Apr 10 05:04 PM | 1 Like Like |Link to Comment
  • Earnings Preview: Alcoa Is No Longer A Bellwether [View article]
    Don't have any shorts actually, but my thesis that they are not a bellwether still holds true.
    Apr 10 05:02 PM | Likes Like |Link to Comment
  • Earnings Preview: Alcoa Is No Longer A Bellwether [View article]
    I agree with you completely that it hurts them reporting first, but the street would like very negatively at the company if they changed it up now.

    Yes, they have billion dollar contracts but it's about growth. I was on tv when the stock was at $18 and said I would avoid the stock. I didn't think it would get this low, but I don't like their model. They have an oversupply worldwide and now lower demand from the US, Europe, and China doesn't help at all.
    Apr 10 03:49 PM | Likes Like |Link to Comment
  • Jobless Claims Disappoint [View article]
    More and more people are giving up, and all those plans to help make it easier for people aren't fixing the problem!
    Apr 3 08:41 AM | Likes Like |Link to Comment
  • February Jobs Picture: Glass Still Half Empty [View article]
    Just thinking about the FICA score for the US is a scary proposition...
    Mar 12 10:15 AM | Likes Like |Link to Comment
  • GM And Peugeot Form Alliance [View article]
    Good catch... Thanks for that
    Mar 1 10:16 AM | Likes Like |Link to Comment
  • Philip Morris Continues To Burn Hot [View article]
    Good article! Thanks
    Feb 29 09:52 AM | Likes Like |Link to Comment
  • Philip Morris Continues To Burn Hot [View article]
    I mean artificial because some companies (think HD over the past few years) have improved earnings and share price as a result of share buybacks... I prefer improving the business and using that cash elsewhere.
    Feb 26 08:56 PM | Likes Like |Link to Comment
  • Philip Morris Continues To Burn Hot [View article]
    You are right Dividend Fool... There are many new laws that are coming into new markets these days, one of the most dramatic has been the ban in Spain. That being said, PM still has a great market share, and while volumes may falter slightly, you will see strong pricing power and improving share. The smoking bans haven't reached many Asian markets yet, so that is another positive for PM. And i do expect another dividend increase over the next six months in addition to the nearly $4 billion of share repurchases.
    Feb 26 08:54 PM | Likes Like |Link to Comment
  • General Motors And Peugeot Discuss 'Sharing' [View article]
    I will give credit to the Cruise and I will say that GM has done well in the US, however, everywhere else around the world has been a problem. I see that you are very long GM... when did you get into the stock?
    Feb 24 06:44 PM | Likes Like |Link to Comment
  • Greece Gets Dealt Another Bad Hand [View article]
    It would be smart for Greece to leave the Euro, then again, I was never such a big fan of the Euro to begin with. There are too many countries in the Euro right now... It got too big that you needed to use the Euro, but most of the countries in it now (think Greece) bring nothing to the table.
    Feb 24 09:50 AM | Likes Like |Link to Comment
  • Greece Gets Dealt Another Bad Hand [View article]
    Definitely another example of kicking the can down the road. The plan, although it was approved, really doesn't fix the problem, it just takes some of the sting out. And it only lessens the probability of complete chaos. The Greek people have a lot of pain ahead of them if they want to stay in the Euro Zone.
    Feb 24 09:25 AM | Likes Like |Link to Comment
COMMENTS STATS
31 Comments
7 Likes