Comments on John Verke's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/john-verke/articles http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-416245 416245 Fri, 06 Mar 2009 13:28:06 -0500
The magnitude of what we are experiencing could not have manifested without collusion of many entities; primary at the core - governments.

Nationalization just shifts the responsibility and has a detrimental effect of Privatizing Gains And Socializing Losses. (almost cilche' now isn't it)


The Complexity Of Corruption Is Vast.

So far it seems as though governments would rather be enablers rather than regulators. (Don't Let The Party End !!! The Lights Will Come Back On If We Wait Long Enough)

The Party Is Over !!! We need to clear the building, Clean up, Repair what the vandals have done, and put in place some countermeasures to stop the vandals from ruining the next Party. (Anybody for a return of Glass-Steagall? How about Full Accountancy; No Shadow Banking?)
]]> http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414372 414372 Thu, 05 Mar 2009 11:54:34 -0500 http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414325 414325 Thu, 05 Mar 2009 11:32:02 -0500 http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414295 414295 Thu, 05 Mar 2009 11:19:07 -0500 http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414265 414265 Thu, 05 Mar 2009 11:06:42 -0500 When the hell is the SEC going to wake up?
The government can't be THAT corrupt, or can it....?

]]> http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414228 414228 Thu, 05 Mar 2009 10:51:14 -0500 http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414222 414222 Thu, 05 Mar 2009 10:50:12 -0500 http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414212 414212 These organizations exist to make money. You are confusing the putative > "how" they "should" make money with some sort of societal obligation.]]> Thu, 05 Mar 2009 10:47:10 -0500

On Mar 05 10:31 AM wobatus wrote:

> These organizations exist to make money. You are confusing the putative
> "how" they "should" make money with some sort of societal obligation.]]> http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414189 414189 Thu, 05 Mar 2009 10:38:09 -0500 http://seekingalpha.com/article/124331-why-the-market-wants-banks-nationalized?source=feed#comment-414178 414178 Thu, 05 Mar 2009 10:31:42 -0500 http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-256659 256659 Wed, 17 Sep 2008 02:36:22 -0400 The Bear Stearns?
Fannie Mae? Freddie Mac?
Every bank still on Wall Street?
Every large bank?
AIG?
Let me know which bail out you meant. Or did you mean the ones coming later?
Let me know ok, cause theres been a lot of them.]]> http://seekingalpha.com/article/95706-the-fed-is-doing-a-good-job-while-goldman-might-stumble?source=feed#comment-255901 255901 Tue, 16 Sep 2008 11:27:41 -0400 ]]> http://seekingalpha.com/article/95706-the-fed-is-doing-a-good-job-while-goldman-might-stumble?source=feed#comment-255786 255786 Tue, 16 Sep 2008 09:54:27 -0400 http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-252307 252307 Fri, 12 Sep 2008 03:57:15 -0400
"I am very aggressive when I can get exposure to positive Black Swans."

It would have made sense for IBM to have started reselling Apple products a year ago. The main obstacle to such an arrangement may be Jobs. I hope he can be "big enough to be small."]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-251083 251083 Wed, 10 Sep 2008 20:30:10 -0400 http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-250088 250088 Wed, 10 Sep 2008 07:23:36 -0400
(PPS: Anyone can quote this freely.)]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-250072 250072 Wed, 10 Sep 2008 06:59:06 -0400
I think Apple has lots of room to grow, and a solid foundation to do so. In ten years I think it could be worth $1000 without breaking a sweat--i.e., just on what it's got now and in the pipeline, plus momentum. That's the kind of stock one likes to own--at least in some amount.

I do think there are some substantial risks on the way there, such as the impact if Jobs resigned or (more likely) semi-resigned. But I think half of that potential downside is already priced into the stock (at today's $152). At anything below $130 it would be such a Buy that it wouldn't go much lower for long. The other major downside is a big bear market, which I think is in the cards. That, combined with a resignation by Jobs, might bring the price down to $100. But no lower for long, if it could still grow at a relatively healthy pace, as I'm petty sure it would.

What I think most people are missing is the potential for a "positive catastrophe," to coin a phrase. I.e., an unanticipated stroke of good fortune arising from a Big Deal with a major company like IBM. If Jobs could agree to leave enough money on the table for his partner, and allow them to have a lot of input in software design (both unlikely, unfortunately), IBM might adopt the Mac as its PC replacement, and encourage its customers to do likewise. It would be good for itself and its customers to offer a superior alternative--and one with higher margins than Linux. And IBM would like to repay MS for its actions back in the day, I presume.

What impact would the news of a solid, long-term commitment by IBM have on Apple's stock, do you think? I think it would double within a month, and triple by year's end. An agreement with HP would have a similar effect.

If IBM and HP aren't interested, there are others that would be. If MS were smart, statesmanlike, and not too ego-istic, and if Apple were too, they'd make a deal with each other. (Columnist Dvorak suggested over a year ago that this might be in the cards.) I fear that price and pride would prevent this, but it might well occur.

The possibility of a deal such as one of these hasn't been priced into the stock. If it were, it would outweigh the discounting due to concerns about Steve's health, and make the stock a buy for long-term investors. (Short-term traders should buy big on any rumors of a deal like this.)]]> http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-249910 249910 Tue, 09 Sep 2008 22:22:16 -0400
After that we can look for serious inflation the likes of which nobody has seen in their adult lifetimes.]]> http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-248924 248924 Mon, 08 Sep 2008 22:57:14 -0400
And another thing for SF Attorney - who the heck signs on to an anonymous blogsite under the name "Attorney"? Geez, my worst nightmare - to be stuck on a 5 hour flight between one guy who identifies himself as an attorney in the first 30 seconds, and another guy who sells insurance. Unless it is relevant to your post, nobody cares.]]> http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-248263 248263 Mon, 08 Sep 2008 10:24:08 -0400
You noted "There is a lot of demand on the sidelines" quoted from Toll CEO, but the real demand on the sidelines is NOT to buy, but to SELL!
For another take on this "demand" from a San Diego Realtor, one must read "San Diego Real Estate Pent-Up Demand .. It’s Real & About To Kick-In," this blog post was published on 7-14-08 on:
www.brokerforyou.com/b.../

]]> http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-248206 248206 Mon, 08 Sep 2008 09:43:18 -0400 Joe Sixpack can not qualify for a fully amortized loan payment - he never could. You can not give him a 100% loan - he does not have the money skill set to handle home ownership.]]> http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-248170 248170 Mon, 08 Sep 2008 09:08:02 -0400
How wrong you are!!! How many missed the mortgage mess in the first place?

Ridiculous! Bailouts do not save us!!! Not when the US is broke!!! It costs the tax payers 200-300 BILLION DOLLARS!!! We are broke!! That's why we weren't paying our mortgages... Get it????

DOMINO EFFECT!!!! Just wait. Bernanke said failure would destroy the global economy. Get it??? Just wait... it just stalls the inevitable.... Bernanke is a FOOL!!!!
Print more money to pay for it...and our money won't be worth anything!
Fools think that because the market might go up that it means it's a sign business likes Bernanke's decision and in the long run it digs us farther into our grave.

]]> http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-248039 248039 Mon, 08 Sep 2008 05:21:31 -0400
You are saying that because another bird flu patient now also has fever, the original patient is gonna get only better from here on.



]]> http://seekingalpha.com/article/94354-currency-market-predicts-bailout-is-the-end-of-the-credit-and-housing-crunch?source=feed#comment-248033 248033 Mon, 08 Sep 2008 05:13:44 -0400
The dollar didn't "rise" against the Euro. The Euro FELL against the dollar, as the financial crises finally started showing in European economies (GDP growth & inflation in power houses like Germany, France, Italy, UK).

That's a big difference in perspective. That's like saying "dollar rose vs the Zimbabwean dollar, so we are at the bottom of the housing correction."

Compare the dollar to a stronger currency, like the Chinese Yuan: finance.yahoo.com/curr...

Barely any difference. Stopped falling. But the dollar may yet rise against the CNY too, as the Chinese economy numbers are not out yet. China will be hit too.

What is happening is that the chaos in the US is spreading around the world like a disease. When Americans stop buying, it hurts everybody. But just because others are showing symptoms doesn't mean anything significant has happened to Patient Zero.

Whether the bailout will succeed to persuade Americans to get out to the Mall and start shopping remains to be seen.

And I really don't know where you see the housing "demand on the sidelines"? You talking about all the subprimers who got foreclosed and now want a new chance? I hope they don't get one..... we're where we are because of them.]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-246445 246445 Fri, 05 Sep 2008 14:26:58 -0400 There are a number of gramatical and word choice errors in your article. You should have someone who has better language skills edit your writing before you post your brilliant thinking or else people will think you're not so smart.

Jeff]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-244073 244073 Tue, 02 Sep 2008 17:12:34 -0400
I am amazed folks don't gat so worked up about the lies Fox broadcasts on a daily basis.]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-243847 243847 Tue, 02 Sep 2008 11:15:25 -0400
What I don't understand is how anyone could actually think that there are real competitors to Mac OS X, iPod or iPhone. There is no comparison, not even close. At this point, it's mostly the Mac fans, technical users, and students everywhere who see the trend and are not stuck in their mindset that everything must continue to be windows based forever, etc...

Finally, the real fan boys, real true believers are in the Windows camp. Notice several comments above--with no facts to back them up in any case--who are just beside themselves that people defend Apple from a constant barrage of mudslinging. We do it because it's the truth.]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-243588 243588 Mon, 01 Sep 2008 23:42:36 -0400 http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-243531 243531 Mon, 01 Sep 2008 21:16:08 -0400 http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-243496 243496 Mon, 01 Sep 2008 20:13:05 -0400
Apple has some serious risk associated with it, and it doesn't have the moat to protect it like other tech giants like Microsoft and Intel.

When it comes down to it, Apple's products have replacements. While the company has stayed ahead of its competition in recent years, there it no guarantee that it can stay ahead. If Apple's next products flop, there are a number of hungry consumer electronic companies will take over as the leader.

Apple could still remain on top over in the future, but there is also a good chance that the stock will lose a significant amount of money too. There is no margin of safety.]]>