SAIC Inc. (SAI)

All Comments on SAI

  • commenter
    WAKEUP
    Sep 05 02:16 PM
    Wall Street Breakfast: Must-Know News [view article]
    If so many people are so sure that unions are committing suicide, by striking, why don't these pundits just wait for the strikes to kill the unions? What are the pundits so afraid of, if the unions are "committing suicide?" Won't that get rid of the pesky unions that the pundits so obviously hate? Could it be that the pundits are afraid the strike(s) will (GASP ! GASP! GASP!) succeed? Reply
  • commenter
    notsosmart
    Sep 04 01:07 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    anybody remember the suicide of the printers union in nyc? as globalization increases the unions that are left better start educating their members of the realities of life in the business world. Reply
  • commenter
    RightinSanFr
    ancisco
    Sep 04 12:38 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Does anybody understand the approach that Boeing and the unions have taken over the last several years. While we don't have a national strategy on industries, this would seem to be a key one. It is technologically based, the main competitor is tangled up in European politics and socialism, there are balance-of-trade opportunities, there are national security issues, etc. One would hope that union negotiations take place in the context of general agreements about how much of prosperity or difficulty the owners get (ROI) and how much the workers get (wages). Hopefully it is not totally tactical - like US Steel or Detroit in the 50s. Reply
  • commenter
    applesauce
    Sep 04 12:01 PM
    Wall Street Breakfast: Must-Know News [view article]
    I grew up in Flint Michigan and saw first hand how lazy ass auto workers and a currupt unions failed the workers, the city, the state and the country by not allowing new technologys to be used while making it almost impossible to fire workers who were not effecient. Taxes and unions drove jobs overseas and looks like we havent learned a thing.


    On Sep 04 11:54 AM User 218405 wrote:

    > The Unions had better think twice about striking Boeing. They have
    > all but killed the Auto industry in the past. The economy doesn't
    > warrant jeopardizing your job with a layoff.     Reply
  • commenter
    User 218405
    Sep 04 11:54 AM
    Wall Street Breakfast: Must-Know News [view article]
    The Unions had better think twice about striking Boeing. They have all but killed the Auto industry in the past. The economy doesn't warrant jeopardizing your job with a layoff. Reply
  • commenter
    nukldrager
    Sep 04 07:46 AM
    Wall Street Breakfast: Must-Know News [view article]
    Can airliners run on natural gas, and or fuel cells? Reply
  • commenter
    irondoor91
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    WorldBeta
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
     Reply
  • commenter
    SkipinCA
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter     Reply
  • commenter
    Jake2
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Eric Fox
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    nickgogerty
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    keemia
    May 19 02:40 PM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    What's the idea behind getting into CDNS? Valuation, technicals, both, other? Reply
  • commenter
    Chungst
    May 19 12:07 PM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    "[Mark Yusko states] the top holding for many of these funds on their 13F is likely not their best idea, but rather was their best idea and has simply appreciated the most."

    That makes sense due to time lag of the filing coupled with the fact that cream (over time) rises to the top -- the biggest exposures ought to be the ones that has "legs" to run (Mastercard is a good example). In contrast, gunslingers are typically the types that place huge bets at the outset as opposed to building up a position over time.

    Cheers     Reply
  • commenter
    M.
    Weinstein,
    SA Editor
    May 19 11:02 AM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    Thanks for the correction, Richard. I believe it referred to Berkshire, actually - BRK.A or BRK.B. Post updated accordingly. Reply
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