Johnson & Johnson (JNJ)

All Comments on JNJ

  • commenter
    Oct 12 12:07 PM
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    in a rational world hedgie funds would be limited by law to no more than 2/1 leverage, not the 40/1 leverage that they have been using. funny money has been superseded by imaginary money.
    > jack
    Reply
  • commenter
    Oct 12 12:01 PM
    Single Worst Week - Fast Money Recap (10/10/08) [view article]
    I own EXM and I knew it was a good company, but I didn't realize the P.E. was only 1.40. Thanks.
    Dan Kowkabany
    Reply
  • commenter
    Oct 12 11:35 AM
    Comparing This Past Week to the '87 Crash [view article]
    If that 400 billion hasn't been paid yet it will be in short order. That money is going somewhere. My bet is the market. Reply
  • commenter
    Oct 12 11:33 AM
    Prefer a Yield - Cramer's Lightning Round (10/10/08) [view article]
    Hmmmmmmmm. Buy Nucor because it has what a 4-5% dividend? Although they are diversified and has segments that do very well with lower scrap pricing, it seems to me it is headed to around $20 minimum so buyng at $31 for a 5% divy don't make a lot of sense! Reply
  • commenter
    Oct 12 10:21 AM
    Comparing This Past Week to the '87 Crash [view article]
    Looks like data mining to me! A week in time means little. Reply
  • commenter
    Oct 12 09:42 AM
    My Website
    Comparing This Past Week to the '87 Crash [view article]
    Bespoke Investment Group's charts are virtually always insightful and fact based -- this one is another good example.

    It would be nice to see the Dow Stocks in a table with current P/E, P/Bk, P/Sales, and P/Cash Flow, along with a last line entry showing the Dow's long run average for these benchmarks.

    As for Chris E's comment above -- beware -- and be wary:
    1. I do not believe that the $400b in CDS's (Credit Default Swap) have been paid, which are the contract obligations due on the Lehman debt default auction which was completed at the end of last week.
    2. Chris E's website is non-operational.

    Tim Butler
    Reply
  • commenter
    Oct 12 08:18 AM
    My Website
    Comparing This Past Week to the '87 Crash [view article]
    So hedge funds had to cough up $400+ billion to pay for their Lehman's CDS positions. The market was very very nervous of more defaults before the settlement last Friday, but it looks like it's all been settled in a fairly orderly manner. Now one side is down $400+ billion and the other side is long $400+ billion. My guess is that the side that's now long $400+ billion is going to use their new cash to squeeze the heck out of the market shorts and make more money. What can be a better time to do this than now? So, perhaps, just perhaps, we can expect the rally of a lifetime soon as the shorts run for cover from a tsunami of buying. But, I might be completely wrong. Still, it is a scenario that makes sense. The world governments have done more than enough to unlock credit but I think credit was tight because of concerns over the Lehman CDS settlements. Now that is out of the way, anything can happen, which means that everything will probably happen all at once. Reply
  • commenter
    Oct 12 01:58 AM
    My Website
    Single Worst Week - Fast Money Recap (10/10/08) [view article]
    Good balance sheet doesn't mean much any more.
    At least for this monment in time !!
    Reply
  • commenter
    Oct 12 12:00 AM
    Prefer a Yield - Cramer's Lightning Round (10/10/08) [view article]
    modern day serfs Reply
  • commenter
    Oct 11 11:14 PM
    Prefer a Yield - Cramer's Lightning Round (10/10/08) [view article]
    Decker 2..
    ditto your sentiment..
    Reply
  • commenter
    Oct 11 02:51 PM
    Prefer a Yield - Cramer's Lightning Round (10/10/08) [view article]
    Cramer is still worth is weight in gold. He always has good directions.
    He had nothing to do with the savings and loan troubles nor did he
    contribute to the recent investment bank failures. He is trying to make
    you money not sort out the lies of Wall St.
    I got out of the market in February. I couldn't have predicted the
    market would crash. It shows things in New York are linked very
    closely with the international scene. A little corruption goes a long
    ways. Keep going Cramer! We're with you!
    Reply
  • commenter
    Oct 11 12:36 PM
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    Hey guys -- why don't you quit the speculation and hear from the man himself. Sellers posted a response to last weekend's Wall Street Journal article in the "comments" section of the article at WSJ.com. He had no redemptions, but did the lock-up as a preemptive measure. Reply
  • commenter
    Oct 11 12:18 PM
    Prefer a Yield - Cramer's Lightning Round (10/10/08) [view article]
    I'd like to know if anyone has opinions on GMS? Its difficult to find any real information about how risky investing in GM senior notes is. As for Cramer, I take him with a grain of salt. Its a fun show to watch. Reply
  • commenter
    Oct 11 12:15 PM
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    His largest remaining position is Contango Oil & Gas (MCF). Reply
  • commenter
    Oct 11 12:00 PM
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    Has ANYONE in the press or media noticed the list of hearings here?

    oversight.house.gov/st...

    The "Regulation of Hedge Funds" hearing scheduled for October 16th ought to be very interesting, especially given recent "talking head fodder" that the "hedge funds" are to blame for the wild intra-day swings....

    ....first it was the short-sellers....now we are again on hedge funds....next it is the regulators....

    ...when will we learn that the problem was "easy credit" provided by the FRB, irresponsible lending (the bankers themselves and mal-aligned incentive plans) by the banks, and poor decisions by the INDIVIDUALS (i.e., those that took out the loans).
    Reply