J Clinton Hill

18 Companies Worth Following if Listing Requirements Change

first off, i would like to say thank you to everyone who has shared their input and insights on this list of names.... i'll try to be brief as i must rush off to say final good-byes and share a couple pints with one of my best friends who is flying back to berlin... peter, my friend, is from the old school of austrian economics and has a doom & gloom demeanor towards the u.s. that makes roubini and faber look like the sunshine choir... we've had many unresolved debates over many fine dinners and bottles of wine or refreshing cold german wheat beer after rigorous sport while watching southern california sunsets over the last 20 years... he's returning to have triple by-pass heart surgery and wishes to be near his family in germany for surgery and recovery... my thoughts and prayers go out to him and if any are so inclined, he would probably appreciate yours as well...

no on to my comments... 1) i agree that rules based upon priniciples should be strictly enforced but the reality of the situation, whether right or wrong, dictates otherwise... down the road we may be able to redirect our focus towards this issue, but as the war wages on, let's do our best to adapt to the forces of change and exploit it to our advantage if possible....

regarding AHR & BBI, good stuff... i kind of regard block buster as a recession friendly stock even if they have been demoted to #2... AHR appears to be stable enough to remain an ongoing concern although illiquidity of their portfolio is an untimely nuisance....

we kind of have to look at this like a war: some of these stocks are being held hostage by illegal naked short selling and illiquidity risk of potential delistment.... going in to scoop any of them up is akin to staging a commando raid which is inherently dangerous... but, i think if one watches these closely and tracks the news diligently, it will be interesting to see how the shorts respond.... although i am not happy with the way the administration is going about resolving this crisis, i have faith that they will make some positive impact upon the economy and allow for the handicap of dealing with a "black swan" that neither side of the ailse (democrats or republicans), bankers, or regulators saw coming....

i didn't produce the whole list of names that are spiraling towards delisting, but i can only say that there were quite a few household names that did not make the final cut of 18 due to questionable fundamentals... i think our boys in washington and the exchanges are running a propaganda war against this bear market and believe that delisting some of these names would damage morale beyond and psychologically scar american consumers for decades....

so much for being brief.... gotta run.... but would welcome additional comments on AHR, BBI, and other names.... i think some of the shorts will find themselves on the other end of the vise-grip and hopefully it will be some of us doing the squeezing...

once again, thanks to all...

cheers...

18 Companies Worth Following if Listing Requirements Change

hey too much gas,

let's show some class, eh?

in the spirit of collaboration, i have asked readers to share their researched opinions on any of these names included on the list. if you wish to contribute positve or negative comments on any of them, please share your rationale for such so they we may all benefit from your insights. fair enough?

i must admit that i had to laugh when i read "...do you feel luck? do you punk?" just like smith & wesson report, i think some of the names on this list have the potential to make an investor's day.... right now the markets are whacked and i've acknowledged this on my website and seeking alpha... if you read my market condition report, i give a daily review on market trends for various asset classes' short, intermediate, and long term outlooks...

the changes sought by the nyse have high probability of being enacted and knowing in advance which companies might be impacted is just common sense and good planning.

otherwise, again, for the benefit of readers (including myself), can you please be more specific on the point you wish to illustrate with your comments?

best regards,

On Mar 02 11:54 AM toomuchgas wrote:

> There's a nugget in this group somewhere. But the question is do
> you feel lucky? Do you punk?