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Stephen Rosenman  

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  • Who's Benefiting from the Agriculture Bust? [View article]
    I concur. The meat producers are starting to look a little more appetizing but we still need some more tenderizer before taking a bite with further corn, soy price drops and easier credit.
    Oct 5, 2008. 11:15 AM | Likes Like |Link to Comment
  • Auto Stocks: Value Investments Gone Wrong? [View article]
    Exactement. Look at Pilgrim's Pride. It looked cheap but succumbed to high debt.
    Sep 25, 2008. 01:38 PM | Likes Like |Link to Comment
  • Can Apple Withstand the Financial Sector's Fall? [View article]
    Zach, you seem to be bullish and the stock goes down.
    Now that the stock has dropped you are now bearish.
    Think you'll be wrong again.
    Sep 10, 2008. 02:15 PM | Likes Like |Link to Comment
  • General Motors: The Next Delisting from the Dow? [View article]
    I'll make a further prediction.
    GM will be removed from the S and P 500 next year.
    That will affect stock price.
    Sep 5, 2008. 03:59 PM | Likes Like |Link to Comment
  • Vale Pushes China for Higher Steel Prices [View article]
    When China goes thru its current inventory and starts to buy again, Vale will improve. Should be within 1 month. Be patient.
    Sep 5, 2008. 03:53 PM | Likes Like |Link to Comment
  • Dell's Competitive Moves Make Sense [View article]
    Dell has fallen down on the job with its terrible servicing. I've always owned Dells but have gotten frustrated with dealing with service issues in which I am always interacting with people who don't speak English and who know nothing about computers!
    Sep 1, 2008. 01:30 PM | Likes Like |Link to Comment
  • Brunswick Corporation: Is the Bad News Over? [View article]
    BC last quarter held up with overseas vessel sales. See what is happening with car sales overseas in Europe in French and Italian markets. They are cratering. My guess is that BC sales will slump in Europe paralleling the auto market.
    Sep 1, 2008. 01:26 PM | Likes Like |Link to Comment
  • Brunswick Corporation: Is the Bad News Over? [View article]
    One wonders whether Brunswick has pushed boats onto dealers who cannot sell them. Next quarter should see whether the pipeline has been choked.
    Aug 31, 2008. 09:49 PM | Likes Like |Link to Comment
  • Brunswick Corporation: Is the Bad News Over? [View article]
    Analyst expectations for next quarter are declining rapidly per Yahoo:
    EPS Trends Sep-08

    Current Estimate -0.43
    7 Days Ago -0.44
    60 Days Ago 0.04
    90 Days Ago 0.15
    Aug 31, 2008. 09:48 PM | Likes Like |Link to Comment
  • Thor Industries: Strength From Weakness [View article]
    I've been trying to short these guys for months but no stock is available. The industry is in such a bad place and their last few quarters awful. If only I could have shorted it, I would have made a bundle. So unfair.
    Aug 28, 2008. 03:04 PM | Likes Like |Link to Comment
  • Apple: An Antidote to iPhone Complacency [View article]
    poor.
    Aug 24, 2008. 04:20 PM | Likes Like |Link to Comment
  • McDermott's Wild Ride: What's Next? [View article]
    Actually MDR operating margin is the highest in the infrastructure space. FLR, FWLT, JEC, and lowly SGR are less than 10% and mostly a lot lower. MDR's power division actually had a 15% margin.
    Aug 19, 2008. 04:59 PM | Likes Like |Link to Comment
  • Pilgrim's Pride: The Weakest Link in the Food Chain [View article]
    Bit off more than they could chew.
    Aug 18, 2008. 04:54 PM | Likes Like |Link to Comment
  • Pilgrim's Pride: The Weakest Link in the Food Chain [View article]
    Great article.
    Aug 17, 2008. 02:16 PM | Likes Like |Link to Comment
  • The Ford Debt Disaster Continues [View article]
    Time is the key factor. It is running out for F and GM. In order to convert
    existing factories in U.S, from trucks to small cars will per conference call take 0.5 billion dollars each (suspect more). Add the already back breaking debt and time and money run out. F has been getting the benefit of the doubt from investors for the last 10 years (much like most of the above comments) but look again at the debt and what is backing it up (a stodgy poorly selling lineup of vehicles in a European-U.S. slowdown). When you buy your $5 a share stock, you are buying $160+billion debt in the hope that someday (or some decade), the thing can turn a consistent profit. Gee, just the interest on the debt should be enough to make sensible investors run, let alone F's repeated failure to make money.
    Aug 13, 2008. 06:51 PM | Likes Like |Link to Comment
COMMENTS STATS
636 Comments
420 Likes