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John Lounsbury » Comments » ANR

  • Lowest Estimated PEG Ratios in the Russell 1000 [View article]
    How did VZ (a PEG of 1.21) get on your list?
    Oct 21 09:28 am |Rating: +1 0 |Link to Comment
  • Are Safe Haven Investments Really Immune From Current Crisis? [View article]
    Very interesting article.

    The only question I have is timing. It may be that the unwinding of the credit paper pyramid will take some time (years, not months). As long as this deleveraging is going on, credit will remain tight. The re-inflation of the economy may be very sudden, but it also may be years away. Alternatively, effects of the credit bubble may linger and demand may remain supressed and return only gradually. Then the supply side stresses you anticipate may develop slowly, not with a sudden surge.
    Oct 16 10:24 am |Rating: +1 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    long_on_oil

    The reason that GM was "forced" to abandon future planning for high oil prices was unions? Certainly that is part of the equation, but it is disingenuous not to recognize also that trying to maximize income statements quarter to quarter is a major factor in the lack of proper longer term strategy.

    Maximizing quarterly income results works great when the existing strategy is good for the long haul but can lead to disaster when the current strategy is short-sighted.
    Aug 01 13:03 pm |Rating: 0 0 |Link to Comment
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