Armstrong World Industries, Inc. (AWI)

All Comments on AWI

  • commenter
    Ishortyou
    Aug 20 08:03 PM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    Lets assume the worst and that is the Fannie and Freddie stock go bust to zero, the government take the GSE's, so what? are we going to h*** for that? are the mortgages in their books go bust? are we going to crush? the answer is no! all those mortgages in their books will automatically be backed up by the government and even be rated as triple A, that will upgrade the books of all of those holding them into CDOs, MBS, SIVs and cause massive write ups! so what is the nonsense in here? that would be the best case scenario for bond and mortgages insurers, I am sure there are many of them praying for the government to take over the books of Freddie and Fannie. Reply
  • commenter
    Heydar
    Aug 20 02:55 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    STUDY THEN YOU WILL LEARN


    On Aug 20 01:35 AM sr9web wrote:

    > Thanks for the info. Where do you get this data?     Reply
  • commenter
    Heydar
    Aug 20 02:52 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    GOOD THINKING YOU ARE RIGHT I AGREE


    On Aug 19 07:59 AM Ishortyou wrote:

    > The best opportunities are in finantials right now even if Fannie
    > and Freddie are in trouble, going long with them won't go wrong.     Reply
  • commenter
    sr9web
    Aug 20 01:35 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    Thanks for the info. Where do you get this data? Reply
  • commenter
    chickenguy
    Aug 19 12:41 PM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    IBA has only 50 M shares. It is a small gem of a poultry/egg/feed producer-distributer in Mexico. Dominated by a single family this is a modern company that is growing organically and by acquisition in an otherwise fragmented market. Reply
  • commenter
    Tall
    Aug 19 11:22 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    Finantials? If you can't spell it.... Reply
  • commenter
    Ishortyou
    Aug 19 07:59 AM
    Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
    The best opportunities are in finantials right now even if Fannie and Freddie are in trouble, going long with them won't go wrong. Reply
  • commenter
    d2cold
    Jul 10 05:42 AM
    More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
    wouldn't SKM fit in the 'cheap for Korea' mold? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:20 AM
    My Website
    General Discussion on AWI
    Is this a buy or a sell? Reply
  • commenter
    Rich
    Shinnick
    Mar 16 07:34 PM
    20 Winners During a Painful Week [view article]
    DKS? Why? Curious. Reply
  • commenter
    Mr.BubbleBus
    ter
    Jan 08 07:48 PM
    Armstrong World Industries: A Housing Related Stock with Upside? [view article]
    From what I understand, even their top talent in management are starting to bail out on the company now that they see what is happening. So I would take a wild quess that the product quality might suffer.
    Crunch the numbers and it just doesn't add up to healthy future for a company.     Reply
  • commenter
    Mr.BubbleBus
    ter
    Jan 08 04:49 PM
    Armstrong World Industries: A Housing Related Stock with Upside? [view article]
    P.M.S.
    Remember LOCKHART said " The asbestos fund CAN NEVER RUN DRY"!     Reply
  • commenter
    Mr.BubbleBus
    ter
    Jan 08 04:45 PM
    Armstrong World Industries: A Housing Related Stock with Upside? [view article]
    P.S. If You do have alot of money-
    Then that makes you a TARGET     Reply
  • commenter
    Mr.BubbleBus
    ter
    Jan 08 04:42 PM
    Armstrong World Industries: A Housing Related Stock with Upside? [view article]
    So you need more lowdown on AWI?
    Some of us had no choice with AHI.
    Even if they gave me any I would dump it right now.
    It has only one direction----DOWN!

    Today Jan. 8 2008 what is your stock @? 37.07
    Issued @ $40 a share. When did you buy in at.
    I know your in it for the long haul.
    Guess what. They are starting to lay off all across the world.
    They plan to sell cabinets & flooring and buy stock back from lawyers.
    But it still leaves them with the asbestos issue!

    Believe me Hoss, I know all about bankruptcy.
    There is no such thing as chapter 7 anymore after 2005.
    Chapter 13 or 11- YOU will pay back everything you owe till the day you die!
    So just take out that 2nd mortgage and be sure to max out all your credit cards.

    Welcome back to days of the Great Depression.
    Feel like a Frog? JUMP!

    Gas now @ 3.11 a gallon. Wait until it's around $10
    Try to retire on a fixed income with Health insurance increasing forever.

    That is even if you have it now, it will not be around for you then.
    So much for the so-called American dream.

    The Next Generation ain't gonna ask for what they want...
    They are just gonna TAKE IT!

     Reply
  • commenter
    Brian
    Griffin
    Jan 08 02:07 PM
    My Website
    Armstrong World Industries: A Housing Related Stock with Upside? [view article]
    @bubblebuster - that was quite the comment. unfortunately, i have no response and continue to own AWI Reply
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