Comments on Don MacShane's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/don-macshane/articles http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-362227 362227 Wed, 21 Jan 2009 15:23:49 -0500 quantumonline.com and checked the Met life A preferred shares. Unless I have misread the above commentary is incorrect. The rates is the greater of 4% or 1% above the 3 month Libor. If I am wrong please post the correct symbol. I was going to buy some of these shares because I believe interest are going up.]]> http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-310454 310454 Wed, 19 Nov 2008 22:27:59 -0500 Municiple bonds are not as stable as you think. Many depend on revenue from tolls, ticket fees, and sales tax. If people can no longer mortgage their house to buy beer and go to the game, then flexible-revenue munis are damaged.
As a fiscal analyst/accountant for a state government, I learned that legislators apparently make revenue assumptions while on meth. I called my city administrator and mayor; they blew me off -- Guess who is laying off cops now. I publicly called out the chair of my state's Senate finance committee to explain a $493 million overspend. He said it was a suprise. (I no longer work for the state.) These officials stared at us blankly when we told them what was going to happen and said, "We'll issue more bonds to cover it." NOBODY IN GOVERNMENT BELIEVES THAT THEY ARE SPENDING REAL MONEY, AND THEY WILL NEVER STOP INFLATING GROWTH PROJECTIONS.

Responsible government spending means nothing when elections are at risk. Therefore, the state constitution will hold back $10B of debt as well as a sheet of toilet paper would.

You demean the author. Remember, Great Britain once had the largest economy on Earth. It collapsed pretty quickly. It had more industry and less debt than California.

Are California bonds safe? I don't know; ask the investors in Orange County bonds.

I would place my faith in a profit-driven enterprise before government buffoons. Yes, I own MET.PR.A and MET.PR.B, and yes, there is a risk.]]> http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-306072 306072 Fri, 14 Nov 2008 11:09:52 -0500 http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-298386 298386 Sorry, I put the wronf symbol. It is CRP]]> Tue, 04 Nov 2008 21:16:12 -0500

On Nov 04 04:58 PM User 275997 wrote:

> Sorry, I put the wronf symbol. It is CRP]]> http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-298297 298297 Does anyone have the CUSIP for the Credit Suisse issue? I haven't > been able to find anything for them that is much over 8%.]]> Tue, 04 Nov 2008 16:58:53 -0500

On Nov 04 12:04 PM Joe B. wrote:

> Does anyone have the CUSIP for the Credit Suisse issue? I haven't
> been able to find anything for them that is much over 8%.]]> http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-298166 298166 Tue, 04 Nov 2008 13:10:06 -0500 http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-298109 298109 Tue, 04 Nov 2008 12:04:01 -0500 http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-298080 298080 probably is quantumonline.com Your right on Rodger with the correct URL. ]]> Tue, 04 Nov 2008 11:40:16 -0500

On Nov 04 08:54 AM Roger Nusbaum wrote:

> probably is quantumonline.com

Your right on Rodger with the correct URL.
]]> http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-297895 297895 Tue, 04 Nov 2008 08:54:42 -0500 http://seekingalpha.com/article/103865-survival-guide-for-the-next-two-years-preferred-stocks-and-corporate-bonds?source=feed#comment-297875 297875 Tue, 04 Nov 2008 08:36:41 -0500 quantum.com takes us to the data storage company of the same name. Please let us know what the link to the income oriented site is.
Thanks for a good article.]]> http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-281875 281875 Tue, 14 Oct 2008 02:26:40 -0400 http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-281781 281781 Mon, 13 Oct 2008 22:47:12 -0400
]]> http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-281615 281615 Mon, 13 Oct 2008 17:39:41 -0400
On the CEG shares, wouldn't it make more sense to be in the CEG common and get exposed to further upside if we get a real offer to beat Buffett's offer above $26.50?

On the GGN shares, who are you talking to there? When I called them, they were extremely legalistic and did not want to answer any question concerning the preferred A shares. They said that their board was reviewing the preferred A shares and may do things to prevent the call that your article refers to. It definitely did not leave a great impression.

The Met life situation was caused by a market panic that the financial meltdown was spreading to insurers. If that ever worked its way to completion, I could see it getting very ugly. ]]> http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-281422 281422 Mon, 13 Oct 2008 13:22:44 -0400 http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-281174 281174 Mon, 13 Oct 2008 09:15:12 -0400 http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-280887 280887 Sun, 12 Oct 2008 21:07:19 -0400 ]]> http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-280888 280888 Sun, 12 Oct 2008 21:07:19 -0400 ]]> http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-280751 280751 Sun, 12 Oct 2008 16:50:37 -0400 You may also enjoy the advancement in valuation ideas here: "The Four Filters Invention of Warren Buffett and Charlie Munger." It explains and honors the intellectual partnership of two brilliant men. The genius of Warren Buffett and Charlie Munger's four filters innovation was to "capture all the important stakeholders" in one "multi-variable" four step process. www.amazon.com/dp/0615...
Unwinding and unwinding of complex derivative contracts will occur. In time, market values will meet intrinsic values.





]]> http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-280464 280464 Sun, 12 Oct 2008 10:36:18 -0400 http://seekingalpha.com/article/99524-irrational-stupidity?source=feed#comment-280375 280375 Sun, 12 Oct 2008 08:42:25 -0400 etfconnect.com]]> http://seekingalpha.com/article/99030-3-bulletproof-investments?source=feed#comment-280310 280310 Sun, 12 Oct 2008 03:35:33 -0400 http://seekingalpha.com/article/99030-3-bulletproof-investments?source=feed#comment-277157 277157 Wed, 08 Oct 2008 15:55:58 -0400 http://seekingalpha.com/article/99030-3-bulletproof-investments?source=feed#comment-276752 276752 Wed, 08 Oct 2008 10:13:15 -0400
That said, there are great bargains out there in bonds and preferreds. This article actually offers valuable leads and rationale.]]> http://seekingalpha.com/article/99030-3-bulletproof-investments?source=feed#comment-276726 276726 Wed, 08 Oct 2008 09:50:55 -0400 GUARANTEED PROFITS !!
(Don't crowd me son, Don't crowd me.)
Can't Miss Opportunity !!
STEP RIGHT UP !!]]>