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Judy Weil  

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  • Motorola Reassures on Qualcomm, Texas Instruments [View article]
    Dear BoTX,

    Thank you for bringing this to my attention. It was apparently a case of misplaced punctuation by the transcription service. I've changed it on the excerpt here, and it will be fixed on the original transcript as soon as possible. I appreciate your feedback as we always aim to be as accurate as possible.
    All the best,
    Feb 5, 2009. 06:41 AM | Likes Like |Link to Comment
  • Seven Key Points From Simon Property Group's Q408 Conference Call [View article]
    Dear Adam Sharp,
    Excellent point. SPG execs spent a great deal of time trying to convince analysts that things will be ok soon, Q4 was ok, they are well positioned, small retailers need SPG more than SPG needs them, etc., etc.
    Will be interesting to see what happens.

    Feb 4, 2009. 01:50 AM | 1 Like Like |Link to Comment
  • Freeport-McMoran on Copper and China [View article]
    Yup, definitely a 'huh.'

    But they do have plenty of gold to tide them over...
    Jan 29, 2009. 05:45 PM | Likes Like |Link to Comment
  • Six Key Quotes From U.S. Bancorp's Q408 Conference Call [View article]
    Glad you find them useful.
    Jan 29, 2009. 04:22 PM | Likes Like |Link to Comment
  • E*Trade: The Changing Face of Internet Advertising [View article]
    And this...
    Jan 28, 2009. 01:30 PM | Likes Like |Link to Comment
  • E*Trade: The Changing Face of Internet Advertising [View article]
    Jan 28, 2009. 11:13 AM | Likes Like |Link to Comment
  • Banks Lend, But Only TARP Money? [View article]
    Interesting follow-up:

    "Ten of the 13 big beneficiaries of the Treasury Department's Troubled Asset Relief Program, or TARP, saw their outstanding loan balances decline by a total of about $46 billion, or 1.4%, between the third and fourth quarters of 2008, according to a Wall Street Journal analysis of banks that recently announced their quarterly results."
    Jan 26, 2009. 04:48 AM | Likes Like |Link to Comment
  • Housing: Not Cheap Enough? [View article]
    Dear Gen-X,

    I couldn't agree with you more. After all, what stopped the music for the housing bubble (sorry to mix metaphors) was the lack of affordability.

    At some point, people just couldn't afford the crazy prices and they stopped buying. Then everyone stopped buying. None of the measures used to stop housing's slide will help, IMHO, until houses become affordable for the people who want to live in them.

    They say the whole housing chain will start to move when the first-time buyers (like yourself) start to buy. So until it's affordable to you, nothing is going to change.

    Thanks for the comment,
    Jan 21, 2009. 04:32 PM | Likes Like |Link to Comment
  • Making Money With Fannie and Freddie: Bank of Ozarks' Conference Call [View article]
    Dear Guero,

    I couldn't decide if I should respond to your comment with "yeah, look what we've come to" or "don't laugh, those guys did pretty darn well!"

    Jan 21, 2009. 10:39 AM | Likes Like |Link to Comment
  • Conference Call Highlights: Update on Retail and Mall REITs [View article]
    To Xom-only,

    I prefer to locate and give over the information, then let people draw their own conclusions. I hope the conference call excerpts are helpful.

    To Moosebump and Jegan,

    Duly noted and I've removed BXP, VNO and BPO, all of which have retail exposure, to better examples of purely retail REITs.

    I included VNO because Yahoo Finance lists the company as a competitor to SPG, GGP and MAC, and then BXP and BPO in line with VNO. But as you noted, there are better examples out there.

    Thanks for the feedback,
    Jan 17, 2009. 03:39 PM | 1 Like Like |Link to Comment
  • Housing: Not Cheap Enough? [View article]
    To REITBull, thanks for the gracious response.
    To Bill, thanks, as always for your interesting commentary.
    To Xom-only, thanks for the compliment!

    Jan 14, 2009. 02:34 PM | Likes Like |Link to Comment
  • Housing: Not Cheap Enough? [View article]
    To REIT Bull,

    Many of those companies listed, SPG, Boston Properties, Vornado, Equity Residential and more, are all involved in residential real estate as well. The state of those markets will have some impact upon their bottom line as well.
    At least, that's the rationale for the tickers anyway...

    To Scott Sambucci,

    Excellent link! Thanks,

    All the best,

    Jan 9, 2009. 09:23 AM | Likes Like |Link to Comment
  • Has GM Changed Its Tune Yet? [View article]
    I agree, 30 mpg is just not that much anymore. Ideas like an affordable, souped-up diesel engine seem a lot more reasonable as a way to meet the future head on. Too bad you are retired Oilcan821!

    HomeyDDogg-- thanks for the good word.

    Jan 8, 2009. 02:13 AM | Likes Like |Link to Comment
  • Paychex Warns About Small Businesses [View article]
    And yours too Bill,
    Jan 7, 2009. 01:38 AM | Likes Like |Link to Comment
  • Paychex Warns About Small Businesses [View article]
    Dear Crocodilian,

    Excellent point. I've been reading conference call transcripts from all sorts of industries for a while now. Your comment crystallized in my mind what I have been seeing in every industry, without exception: The language of uncertainty. No one really knows what's going to happen next.
    As much as the Fed and the government are trying to help, and even, (which I know some commenters above will not agree with) the banks, there is so much uncertainty. Will banks loosen lending criteria? Will consumers start buying homes and cars again? Will the stock market go up or down again? It seems almost like a coin toss at this point. With so much uncertainty and pessimism, let's hope Americans are all contrarians.

    Thanks for your insight,

    Jan 7, 2009. 01:36 AM | 1 Like Like |Link to Comment