General Motors Corporation (GM)

All Comments on GM

  • commenter
    einstein p
    fleet
    Oct 07 07:09 PM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    If I were the Chinese government, I would sit on the sidelines and watch the meltdown proceed. When prices got cheap enough, I would buy dry bulk shipping companies, steel, iron ore, copper, lithium, fertilizer, seed, and coal companies.

    The future is not in precious metals. It's strictly a hedge. The real danger is losing Park Place and Boardwalk.

    Just a thought.



     Reply
  • commenter
    John Egan
    Oct 07 01:53 PM
    Dow Changes Since Last Time at 10,000 [view article]
    Or you could wait and maybe buy 20! jegan ;-) Reply
  • commenter
    Mark Anthony
    Oct 07 03:04 AM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Jake Huneycutt:

    Since day one of the noble metals used as catalyst, cost has been an issue and research have been conducted to try to reduce the usage or find replacement. So there is nothing news here. After decades of effort to thrift usage of PGM metals, progress has been slow and unreliable. For example the so called silver catalyst converter has been in research for almost two decades and it's not going any where. Auto makers must strive to make a durable catalytic converter that meets or exceeds the EPA requirement, otherwise a massive recall, if it becomes necessary, will be much much more expensive.

    The article you cited clearly sounds like a propaganda piece as it puts together all pieces perceived to be bearish for platinum, without much substance in reality. My opinion is the auto industry instead of trying to supress the PGM metal prices (and hence suffocate the supply), should simply accept the higher cost, as the higher prices will encourage development of more PGM sources from lower grade minerals. A vehicle costing one or two extra grams of PGM metals in the cat converter, will have that much higher resale value consider that the recycle value of the cat converter is that much higher. So at the end of day it really does not cost more.

    If I know a Nissan car has a cheaper catalyst converter containing a few less grams of platinum, I might feel I need to ask the dealer to cut my price a hundred bucks exactly for this reason!!!

    You might also want to read Platinum Today's "Our Views On...", which addresses your questions:

    www.platinum.matthey.c...
    Reply
  • commenter
    einstein p
    fleet
    Oct 07 01:25 AM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    It's almost Xmas. Time to buy some coal for your stocking. Reply
  • commenter
    Auto Credit
    Oct 06 10:35 PM
    My Website
    Auto Loan Delinquencies Surge - WSJ [view article]
    And Still on the rise, 10 months later Reply
  • commenter
    Peppio
    Oct 06 09:49 PM
    My Website
    Dow Changes Since Last Time at 10,000 [view article]
    This maybe once in a life time opportunity for many people
    to buy shares on these big companies. Imagine with the same money, now I can buy 10 shares or more instead of just 1 share not that long ago.     Reply
  • commenter
    buckmaker
    Oct 06 09:33 PM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Beware of gurus who say always or never. Reply
  • commenter
    jse17
    Oct 06 07:18 PM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Thank you to Mr. Anthony for his response to my inquiry. Obviously, Mr. Anthony’s words and the failure for others to corroborate accusations made speak volumes.

    Mr. Anthony, you are an exceedingly bright and talented poster and your work is sincerely appreciated!
    Reply
  • commenter
    Apple at 60$
    Oct 06 01:40 PM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    You have answered alot of my questions but u have made me raise more questions after reading your article. What is ur take on shipper stocks like drys, dsx, fro, nat, egle? Do you think they will be bullish in the near future or the opposite? Do you think they are undervalued? If they are, which one do u recommend? Hopefully u answer my questions. I will check back later. Reply
  • commenter
    Apple at 60$
    Oct 06 01:36 PM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    that is the longest article on Alpha i have ever read. Took me a while but it was well worth it. I think his analysis is not only deep and insightful but also very educational. He applies the darkhole and intrinsic value very well. Wish i can read all his other articles on alpha. Hopefully they are not as long as this one. Reply
  • commenter
    Jake
    Huneycutt
    Oct 06 09:39 AM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Mark,

    I always enjoy reading your analysis, but I'm curious about your views on steps that some automakers have taken to reduce palladium + platinum consumption in catalytic converters.

    blog.wired.com/cars/20...

    www.nano.org.uk/news/j...

    It appears that both Nissan and Ford have had some success in reducing consumption of PG metals.     Reply
  • commenter
    jturano7423
    Oct 06 08:38 AM
    MRNA: 9 MONTHS OF STOCK DOWNTREND AND IT IS STILL NOT OVER!
    10/06/08 MRNA $.34
    STATS STILL POINTING DOWNTREND IN PLACE.
    TOMORROW, SPEACH AT MAXIM CONFERENCE ACCOMPLISHES WHAT?
    RNAI IS INTERESTING, HOWEVER THEIR MONTHLY EXPENSE OUTLAY FAR EXCEEDS THEIR MONTHLY REVENUE. HOW MUCH LONGER CAN THIS GO ON TO EXIST AS A COMPANY?
    IT WILL TAKE MORE THAN PULLING A RABBIT OUT OF A HAT.
    MONEY IS THE FUEL THAT IS NEEDED, THEREFORE A PARTNER HAS TO BE ATTAINED FOR THEM TO SURVIVE. AND IN THIS MESS ON WALL STREET, COUPLED WITH A FINANCIAL CRISIS DOESN'T HELP MAKE A PARTNER WHO MAY BE CONSIDERING JOINING FORCES AND MAKING AN AGREEMENT, SO SIMPLISTIC AT THIS CURRENT TIME.     Reply
  • commenter
    wmp
    Oct 06 07:29 AM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    This is a great article, well above my freshman level of investment research. I would, however, take exception to your comments about global coal demand /supply being in balance as far back as June. I would agree that domestically we may have been in balance as late as a year ago but it was then that demand for worldwide demand for met coal turned in to worldwide demand for ANY coal. Shifting policy in China, Thailand, Vietnam and other developing nations called for a reduction/elimination of exporting their own domestically produced coals while dry bulk shipping rates soared forcing worldwide shifts in buying patterns to meet growing demand in India. US coals became the swing coal winner: prices almost tripled and for the first time since 2005 producers were successfully negotiating multiyear contracts both demostically and internationally. To think that the same coal that sold for $39 per ton FOB rail car in early 2007 (the last cycle low) sold for $139 last June is unbelievable, yet accurate!

    Prices have recently pulled back to only a double of the highs seen in 2005 (the last cycle high) but a large percentage of US eastern production has been booked at higher prices into and through 2009 and 2010. That doesn't mean your prediction of continued deterioration in stock prices won't continue.. market psychology is an animal I am yet to understand...but given the backlog of very healthy pricing for the next 24 months I can't help but believe earnings will be exceptional. This should be particularly true of those who have a position in met coal.

    Thanks for the opportunity to respond!     Reply
  • commenter
    Joey
    Oct 05 07:12 PM
    Auto Industry Recovery Once Again Postponed [view article]
    GM, Ford, and Chrysler should make a pack to postpone all advertising, with the exception of auto show offers, until March of next year. This way, when they do advertise, the economy may be better, especially if Obama wins, and people will be more likely to buy cars. Right now, they are throwing dealers and stock holders money away advertising cars and trucks people can not afford to buy right now. Reply
  • commenter
    Doug Korthof
    Oct 05 03:13 PM
    My Website
    Auto Industry Recovery Once Again Postponed [view article]
    We already have Nickel Metal Hydride, the onl y battery proven to last longer than the life of the car; but lead-acid works too. Lithium has not been proven to work in an Electric car, no Lithium EV has so far gone more than 50,000 miles without significant battery degradation.

    Yet we are still driving 2002 Toyota RAV4-EV with NiMH batteries, the same battery packs, but we can't buy replacement NiMH because Toyota stopped making them after Chevron funded a lawsuit that collected $30 million. Chevron bought control of the worldwide patent licensing rights from GM, and renamed GM-Ovonics to Chevron-Ovonics BAttery SYStems (cobasys).

    So why not NiMH??

    The fact that no supposed EV maker is using the batteries that work tells you that they are not serious and don't intend to make an EV that works.

    Lithium: higher cost, lower life, no junk value;
    NiMH: Chevron (an oil company) controls the patent licensing rights, none offered.     Reply
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