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- Sell and Short Recommendations for a Bearish Market [view article]
- Stocks That May Take a Hit When (If) Oil Hits $150 [view article]
- GM May Sell Subcompact in U.S. to Meet Consumer Needs [view article]
- Challenge for Ford and GM: To Stay in Business [view article]
- SUV Makers Feel the Heat of Higher Oil Prices [view article]
- Industries to Avoid, Industries to Buy [view article]
- Is There Any Hope for the Big Three Auto Makers? [view article]
- Auto Sales Dismal: GM and Chrysler Oddly Optimistic [view article]
- Americans Abandon Gas Guzzlers as Car Sales Fall [view article]
- Global Battery Equity Index [view article]
- Some Consequences if Oil Prices Stay High [view article]
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- Sell and Short Recommendations for a Bearish Market
- GM May Sell Subcompact in U.S. to Meet Consumer Needs
- Ford "Fire Sale": A Crystal Ball for America
- SUV Makers Feel the Heat of Higher Oil Prices
- Challenge for Ford and GM: To Stay in Business
- Auto Sales Dismal: GM and Chrysler Oddly Optimistic
- GM, Ford in the Hot Seat
- Citigroup Analyst Cuts Auto Companies' Price Targets
- Americans Abandon Gas Guzzlers as Car Sales Fall
- Global Battery Equity Index
- Full List of Articles »
Mandel House
New Factory in Brazil a Model for Ford's Future, but the UAW Hates It [view article]
Interesting video and article. The video mentions that the Camaçari factory is full of young workers who are "eager to learn." I wonder what happened to all the old workers? Also the reporter in the video said the plant is a model of effeciency and revolutionary. There's nothing revolutionary about building a gasoline powered car. The last revolutionary car was GMs EV1 and we know what the oil companies did to that vehicle. First they sent Michael Moore after Roger Smith and then Texaco/Chevron bought all the patents. Reply'The Worst Is Over for Financials' - Really? [view article]
Starting to say that I may be wrong in my thinking, it is well nigh impossible under the present adminstration, to persecute the CEOS of all losing companies, as the FED is backing them sky high. It is nothing but a pipe dream!The FED IS GIVING THE INVESTMENT BANKS AND THEIR ASSOCIATED TRADERS, THE MOOLA IN THE FORM OF 150 BILLION LOANS FOR ONE MONTH, AND THIS IS REPEATED OVER AND OVER AGAIN, TAKING THEIR LOSS MAKING DERIVATIVES AS COLLATERAL. The gold standard has been withdrawn so that note printing is so easy.
When the oil goes up you expect the DOW to go down, but somedays it goes up on flimsy news to my consternation! That is when investors lose their money.
The investment banks and traders use the 150 billion loan to prop up or down the DOW components as a team in the most unexpected illogical way, and foolishly all the stocks follow the DOW almost verbatim after a few minutes. So the investment banks and associated traders make a kill on the stocks, as they kinow when they will go up or down against normal logic, and the poor investorsd become usual suckers. It is a pity, as this phenomena is repeated over and over agin sucking the investors money, and the banks and traders priofit enormously to wipe their loans. This way, one day they will have no loss making derivatives in the near future, at the expense of the small hedge funds, pension funds and other investor companies.
Please read Paul Begala comments on the elections. I think that he says that the democrats will lose, as the egg heads and afro-americans are backing the wrong horse. I think this makes McCain as the winner and the policies of the present adminstration will continue and the CEOS of the losing companies will flourish to the anger of the investors. I think all the outbursts are futile, as the present adminstration is unshakeable and will continue to the consternation of all the commentators! Reply
'The Worst Is Over for Financials' - Really? [view article]
I am in the real estate field for many years, I have not experenced a worth market as today's. The problem is not that buyers are not in the market, rather they can't get loans. The lenders have tighten up the standrad to a point that very few people who can actually get the loans. Banks are looking at borrowers credits, but more and more, they are scrutinizing the properties. If they see something in the property that they did not like, they simply turn the loan down. As long as the lenders are lending money, the real estate market is not going to turn around. Reply'The Worst Is Over for Financials' - Really? [view article]
First the value of property must find an equallibrium. I remember the telecom mess and the problems were always one quarter away from being "fixed". Banks will a good place to go only when we have property values fairly set. Until then banks can only water themselves down (issue more shares) just to keep from Chapter 11. Reply'The Worst Is Over for Financials' - Really? [view article]
This is laughable. Look, the financial sector has already recovered. That said, it has sprung back a little quick, so I'm of the opinion that the markets will be heading lower again starting this week--we'll go back and test those March lows, but we certainly won't break them. I remind you that this is healthy, and normal, and expected. Let me go out on a limb and provide what I believe to be rare these days: a actual quantitative prediction. Take a look at UYG, it's a fairly decent snapshot of the overall health of the financial sector right now. It will trend lower to about $27, but that's it. That's the bottom. That's the lowest price you'll see for the rest of 2008. Buy the financial sector up hand over fist once we're there. Like prostate health, if your financials are healthy, everything else follows. Reply'The Worst Is Over for Financials' - Really? [view article]
Whether the "worst" is over for housing and the credit markets is not all that important, imo. It implies a 'V' bottom for the crisis, which is what I believe the stock market is currently assuming. The question isn't whether the "worst" is over, but how long the "worst" stays with us.One example, the way the Fannie Mae Automated Underwriting engines are set up, there is very little doubt that the maximum tightening in that Underwriting engine will occur during Q3 of this year, through September. So, if you're looking for the mortgage markets to ease up before then in the conforming market, I think you're dreaming.
On the positive side, we are seeing spreads tighten between the 10 year treasury and 30 year FNMA. Also, we're seeing Jumbos being priced much more attractively. The credit markets are improving, incrementally.
Also, as far as bank stocks are concerned, they've all become commoditized. Compare the rate sheets today versus, say, 15 to 18 months ago. 15-18 months ago, a typical mortgage lender (I'm looking at an old MortgageIT rate sheet) was 9 pages. Today, it is 4 pages, and page 1 is a directory of the entire company. There is no value-added remaining in bank stocks. When every bank pushes to become a Hudson, there are no margins left. The value of Hudson was that it was Hudson when most of the other banks were trying to be a WAMU, Countrywide,Indymac.
Reply
Under The Radar News - Friday [view article]
Re Google ads; I don't know how they make money out of it. I never, never click on one of them. Reply'The Worst Is Over for Financials' - Really? [view article]
Although I heard an interview with G.Cheng I have not had the pleasure to read her writing.Avid : I think thee protest too loudly!
Last time I checked her article caused all the right buttons to be pressed. The one's that make me ask why, thats more than I get from most.
As far as the makrkets go, it comes down to what products and services is in demand and do not have any headwinds coming down on them and those areas that are overpriced and who are facing hurricanes. Bet on what is going up, short on what is going down. All the thinking in the world might get one in the right area but then we still have to know which way the wind is blowing.
Thanks Grace! Reply
'The Worst Is Over for Financials' - Really? [view article]
To: your_avid_investorhere's a unique concept for you......... rather than berate an incredible up and coming journalist.......
why don't you bless us with some of your original musings, with an enthusiatic and energetic article based on text instead of headline fodder..... so that we might enhance our "Seeking Alpha" experience.
just my two cents........ Reply
'The Worst Is Over for Financials' - Really? [view article]
To: your_avid_investorI believe most of us like her articles.
Have a suggestion for you - on my screen it shows the article AND the author (the person who wrote the article). When you see her name - just don't put your little mouse thingy on that line and your Alpha experience will stay pleasurable. Reply
Under The Radar News - Friday [view article]
I agree with Simple Simon, the real competition in this space is a very short supply, and with it real innovation. Reply'The Worst Is Over for Financials' - Really? [view article]
If anyone thinks it's bottomed they are whistling in the dark and peeing into the wind.When we start sending people to jail the end may be in sight. Reply
vestor
'The Worst Is Over for Financials' - Really? [view article]
I would hardly call this an article. But rather a short composition of various head-liners. Shame on you, Lazy-Grace (my nickname for you). Please don't ruin my "Seeking Alpha" experience with worthless articles. ReplyPseudonym
'The Worst Is Over for Financials' - Really? [view article]
Jen 31,I suggest staying away from financials until you see home prices at least hold steady for one solid quarter. That will indicate a possible bottom.
If you're a risk taker, buy at that point.
If you're a cautious investor, wait for home prices to increase in any way for a solid quarter. You will have missed the absolute bottom, by I never try to buy there anyway. I buy when the trend is obvious and stay in until the price spikes. Reply
Under The Radar News - Friday [view article]
Re: "goggle eyes" and yoohoo, the world desperately needs some real competition in this amrekt place. Most of us have found that it is becoming increasingly problematic to find a useful website resulting from a tedious search. In part owing to the 'pay per click' advertising /get rich quick scheme' where if you expect your page to be viewed on the front page, you better be prepared to budget at least a grand or even several grand a month for the priveledge of beign "seen". A goggle/yoohoo merger might be a flash in the pan fast buck opp...but in the end, it will not help anyone. It will just provide us with scores of pages of useless webpages to scroll through to find something useful. And while I'm at it...ebay desperately needs a viable competitor. Seven billion a year gross for ebay, for a 'virtual store', with no real ovehead, is unconscionable. Of course, who cares about consciousness, or integrity, or true worth today? Let's just keep appointing our golf buddies to the board, who will approve a 20 million dollar severance package for us once we drive the corporation into bankruptcy. And damn the torpedoes...full speed ahead. Reply