Alcoa Inc. (AA)

All Comments on AA

  • commenter
    Jul 09 12:10 PM
    My Website
    Dow 30 Earnings Reports [view article]
    really. one should have the statistic for at least 4 weeks. Reply
  • commenter
    Jul 09 11:18 AM
    Options Trader: Wednesday Outlook [view article]
    Phil, I always enjoy your articles. In my opinion you're one of the best market analysts in today's world, and I read a lot.

    I think you're partially right in your analysis above. What is missing? The democrats. As if they're not part of the same corruption scheme, as if they want the price of oil to come down, to withdraw our troops from Iraq, and as if they're immune to the oil cartel lobbying.

    I'd challenge anyone to come up with one SIGNIFICANT difference between republicans and democrats. One. And I will take back everything I said.
    Reply
  • commenter
    Jul 09 09:52 AM
    Wall Street Breakfast: Must-Know News [view article]
    We purchased new dell computers with vista for our home office right after vista came out. It was a nightmare. We had to hire a software tech to overcome the problems. He couldn't. His services ran over two grand--wasted money. At that time, Dell refused to "downgrade" to XP. The computers were unceremoniously returned within a week. Now, Dell will sell it to you with XP, but not then.
    We bought 2 macs. No problems since then. I will never touch another Dell and avoid microsoft products as much as possible.
    Reply
  • commenter
    Jul 09 08:45 AM
    Wall Street Breakfast: Must-Know News [view article]
    No amount of lying/marketeering/pos... will help Ballmer, et al, this time.

    Something is rotten in Redmond I fear:

    blog.seattlepi.nwsourc...
    Reply
  • commenter
    Jul 09 08:29 AM
    Wall Street Breakfast: Must-Know News [view article]
    "In the face of Apple's (AAPL) successful 'Get A Mac' ad campaign, Microsoft is preparing its own campaign touting Windows Vista."

    I can hardly wait. They'lll probably get some dude who looks like John Hodgeman and squeeze him into a black T-shirt, to be more "hip".

    Or maybe they'll launch a viral campaign, featuring a secret "Warez" edition of Windows XP if you promise to buy a retail copy of Vista.
    Reply
  • commenter
    Jul 09 08:13 AM
    My Website
    Dow 30 Earnings Reports [view article]
    This is about the most useless article I've seen yet! Reply
  • commenter
    Jul 09 05:34 AM
    My Website
    Dow 30 Price Targets - Too Much Optimism? [view article]
    blair is a clever comment - acting on it needs nerves Reply
  • commenter
    Jul 09 02:46 AM
    Dow 30 Price Targets - Too Much Optimism? [view article]
    My put is that the Dow average is going down to the 2002-03 bear market level, say 7500.

    Which stocks are going to be the principal 'droppers' that will cause the above forecast to come true implies those stocks that have not been hit too hard so far.

    If the above assumption is correct, the financial stocks will bottom out price wise in the recent levels.
    Reply
  • commenter
    Jul 08 04:59 PM
    Alcoa Earnings After the Close [view article]
    so they beat earnings by 2 cents and their YoY qtrly profit is down %20. stock is up %6. is this really great news, or.... ? Reply
  • commenter
    Jul 08 11:12 AM
    Dow 30 Price Targets - Too Much Optimism? [view article]
    Only 3 of the 30 showed marginal gain YTD....and that was last week. Brutal year so far. Reply
  • commenter
    Jul 08 11:01 AM
    10 Signs of a Recession [view article]
    A valuable, thought based opinion from "wildhawk" of which Seeking Alpha needs more. Less of the political opinions filled with rage and loathing from both sides would be useful.

    Seeking Alpha ought to be more or less dedicated to discourse about intelligent and productive investing ideas and thoughts. While it is true that political views are part and parcel of the investing scene and whom the next resident of the White House is will have a lasting effect on the economy many of the views offered are "talk radio" inspired. Seeking Alpha ought to limit, and or temper in an editorial fashion a good portion of the discourse to maintain creditability.

    That having been said I offer this thought of my own. The essential problem of the economy, the debt/credit crisis, housing declines, the sinking dollar, etc., stems from one thing alone, and that is the advent of PEAK OIL. This is not a Republican or Democrat thing, nor is it Detroit's fault. It is OUR fault as a nation that has used energy, cheap energy in a profligate manner (along with the rest of the world) since the beginning of the eighteenth century. We are about five percent of the worlds' population and we use fully twenty five percent of the oil produced to run our economy. With world oil production peaking and then declining within the next few years the world economy will suffer along with the US significantly. Our investing and other thoughts should be focused on cooperative solutions to mitigate the biggest problem humanity has faced. If all of us, Republicans, Democrats, Right, Left, Conservative, Liberal, Evangelical, radio talk show host, or otherwise continue being so divided and unwilling to compromise we are doomed to a radically changed future.
    Reply
  • commenter
    Jul 08 10:49 AM
    Dow 30 Price Targets - Too Much Optimism? [view article]
    I guess it depends on your time line. "C" at a target of $23 over the next 12-15 months is out there, but not unbelievable. The largest gains are made by buying near the bottom. I agree that you should never listen to the sell-side analysts. Reply
  • commenter
    Jul 08 06:02 AM
    10 Signs of a Recession [view article]
    The US economy and consumer are in the early stages of a massive de-leveraging; a process that can take multiple years. Raising rates to support the dollar is a card that the Fed just cannot play without taking the US economy into a tailspin. A weak dollar is here to stay Reply
  • commenter
    Jul 08 02:08 AM
    Dow 30 Price Targets - Too Much Optimism? [view article]
    Citibank and these other companies need to figure out how much the crap on their books is worth. That's It. Reply
  • commenter
    Jul 08 01:19 AM
    How Models Caused the Credit Crisis [view article]
    A several years ago a famous Berkeley physics prof complained to me that few of the PhD students he encountered were interested in slaving in his lab for a few years because most of them were not interested in a career in physics. They were in a hurry to get to Wall St.

    And before that crew hit the street, there was the crew of physics wash-outs (& wised-ups) that went there.

    Having built a few computer models & seen a great many presentations of others, I'd cynically suggest that the modeler's confidence of the model's applicability to the problem at hand is proportional to the the number of man months or years invested in the model. Even in the area of physical science these models frequently miss major portions of the realities at hand.

    I'd suggest to Max that the assumption of a "normal" market when applying a financial model is invariably a mistake. Maybe someday we will have models that include factors to compensate for a variety of possible market & economic shocks, but so far collapses of the LTCM type seem to be the norm.

    Over reliance on models badly applied, is not the whole problem, but a big contributor. My guess is that the substantial contributors are: a very preferential tax structure for real estate; Greenspan easy money; Greenspan lax regulation of mortgage brokering; bad models applied badly by lenders; grotesquely irresponsible and ignorant ratings agencies; and financial illiteracy about debt in the general population.
    Reply