Tata Motors Ltd. (TTM)

All Comments on TTM

  • commenter
    Jan 18 08:16 AM
    As New Auto Prices Become Unsustainable, Tata's On to a Winner [view article]
    Tata's cheap car will not be exported to this country because it fails to meet U,S. (or Canadian) safety standards. The car gives new meaning to the words "unsafe at any speed." -- at least "unsafe" as those words have come to be defined in our market. The car should serve India well, however, at least in the near term as the Indian auto industry developes. Reply
  • commenter
    Jan 18 12:14 AM
    My Website
    As New Auto Prices Become Unsustainable, Tata's On to a Winner [view article]
    You can't find a parking spot at Wal-Mart because that is the only store anyone can afford to shop at anymore. Looking at Wal-Mart store parking lots is a poor way to determine if we are in a recession... Plus, Saturday mornings are typically VERY busy for retail stores since many of the M-F crowd use Saturday to get some shopping done. As the economy worsens, expect more people to shop at Wal-Mart! People still have to eat.

    The U.S. is in the beginning stages of a recession... It will get worse. I don't pay any attention to the Liberal media... I just watch as the USD becomes worth less and less each passing day (worth about the same as the "Canadian Pesso", as we used to call it). I just watch as emergency funds are injected into the market to keep it afloat. I just watch as the U.S. government runs around the world looking for several billion dollars a day to keep the empire afloat. I just watch as the Fed goes around the world to other central banks and asks them to work together to help stabilize the situation in the U.S. - Now the Bank of Canada is lowering interest rates because the Canadian dollar got too strong against the USD - Even though they have rampant inflation in the west due to a major economic BOOM and were recently considering INCREASING interest rates. I just watch as Citibank and others go overseas in search of new investors (almost begging) to sell parts of their companies in order to get cash injections - Selling portions of major American banks to Asian countries is becoming common. I just watch the banks rolling out their write-downs of $18 B a piece. I just watch the bankruptcy numbers continue to increase... I just watch the number of FOR SALE signs hanging in front lawns. I just watch the number of homes in foreclosure. I don't get my news from the mainstream media - each of those can be had right through direct press releases from the respective government departments or company websites... You're the one listening to Liberal media if you think the problems are a temporary setback and that the U.S. economy will quickly be back on track to allow the stock tickers to continue their infinite ascent (much of which is due to inflation anyways, but meh).

    PS> If you think shopping at Wal-Mart contributes to the sustainability of the economy and that proof of others shopping their in droves is proof the economy is good - You're in for a rude awakening! Of course people are going to shop at the cheapest store when their discretionary incomes begin to decline.

    I'd actually tend to think that your thinking is quite Liberal. I'm just an ultra-conservative who believes fiat currency is inherently flawed and that economies that are financed completely with debt are on a dangerous path. You can't print or borrow your way out of a recession forever. They should have allowed a small recession several years ago. Now, everyone has borrowed so much money in the past few years and that is what fueled the boom - But now that so many people are burdened with 25 year mortgages on $500+k houses, they will have to pay for them over a 25 year period - Those people won't be buying ANOTHER $500k home anytime soon... When such a large number of people buy/build homes that are $500k+ a piece, the economy is going to see a massive boom - Normally not everyone would buy all at once, but the Fed lowered the interest rates and created a housing boom - at the same time banks lowered their lending requirements and were giving money out to people WITHOUT proof of income or assets! So, almost everyone bought.

    Let's hope things get back on track - but as long as so many people believe the Liberal media's idea that the market should always be a bull and things are fine the way they are with everyone getting further into debt - we will have problems. How about this: If times are so good, why is everyone so far in debt? If times were truly good, we'd have more savings in this country. Instead we are selling the infrastructure right from beneath our feet! Go look at how Cintras (linked to Spanish King) is buying highways (already built/paid for by government) and putting up toll booths. Go look at how Cintras is building a major super-highway from Mexico to Canada (it's already in Texas) - Go look at how the legislation for that highway states that no other highway can "compete" with it. Now we'll have legislated highway monopolies? For crying out loud, what do they mean no other road can compete with it? Its a road! It's a basic peice of infrastructure that a government is supposed to provide for - and now it can't have "competition"... C'mon, the more infrastructure a country has, the better... How's this all happen? People aren't paying attention because they all get their news from the Liberal media that either never mentions it, or briefly does and then moves onto the latest news on Britney.

    America is so deep in debt, it's selling itself! That is the scary part. You won't notice the recession for a while - they will just crank up the printing press and start printing them dollars so quickly that inflation will ramp up. Let's hope we work our way out of this mess we've created - but its real hard to start working your way out of a mess when you have so many that don't believe we're in one! Arghh. Yes, there are fallacies with my argument/examples - go ahead point them out - I don't care. If you can't see the basic jist of the situation we are now in, it's your problem.

    User 141119, Yes, I'm sure you're correct - the economy is honky-dory, it's a damn good day, and it's a perfect time to go borrow some more money to buy stuff at Wal-Mart like everyone else. Everyone else is doing it. //end
    Reply
  • commenter
    Jan 17 07:49 AM
    As New Auto Prices Become Unsustainable, Tata's On to a Winner [view article]
    Uh, excuse me but you said "as the recession worsens" That is a bunch of crap. We are NOT in a recession and whomever thinks so is either a ticker watcher, watches too much news and TV, and believes all the hype in the liberal media. For you to say this just discredits yourself even more. If the US is in such disarray, then how come I can't find a parking spot at Walmart on a Saturday morning? Recession my butt! Reply
  • commenter
    Jan 16 05:57 PM
    India: Emerging Market Opportunity [view article]
    Here is an interesting bit of news to be aware of
    www.ndtvprofit.com/hom...=
    Reply
  • commenter
    Jan 12 01:27 AM
    My Website
    India: Emerging Market Opportunity [view article]
    @silvia77: According to the Bombay Stock Exchange (BSE) website as of October 2007, the P/E of the BSE Sensex was 24.86. I am expecting a correction of 15% from these levels but have been proved wrong in the past.

    @RG: I agree that such rate increases are not warranted but these the price increases were mentioned in The Economic Times and the link to the article is given below.

    economictimes.indiatim...

    @Harmony: I noticed the discount for IFN and my first option would have been to short INP but that is no longer available. Discount to NAV of IIF is less than 5% as you can see below.

    www.etfconnect.com/sel...

    Reply
  • commenter
    Jan 12 12:43 AM
    India: Emerging Market Opportunity [view article]
    With IFN back down to a 14% discount to NAV, I'd guess there may still be some upside left before it's time to consider shorting.....but I'll be using training stops. Reply
  • commenter
    Jan 11 06:23 PM
    India: Emerging Market Opportunity [view article]
    Asif,
    I was in India last year around this time and spent 2 months around the country. I agree with your assessment on hotels, costing upward of $300-$400. However, I would have to argue that this is a period of weddings is India. Apart from Bangalore, where there is a shortage of hotels I don't think any other big city in India would warrant a increase of hotel rates as I saw. In general prices are inflated and I would think there would be a correction and would be cautious !!
    Reply
  • commenter
    Jan 11 06:18 PM
    India: Emerging Market Opportunity [view article]
    At what price level do you think the Bombay Exchange provides good value? Reply
  • commenter
    Jan 11 05:30 PM
    My Website
    India: Emerging Market Opportunity [view article]
    Thanks floridadon. Reply
  • commenter
    Jan 11 02:30 PM
    5 Stock Market Predictions for 2008 [view article]
    Hotels, tour companies and the tourism industry in general will pick up in the US as China permits its newly minted rich folks to travel overseas. With a dirt cheap dollar, America will be the headline destination for them as they flock the name brand stores and the tourist hotspots in L.A., N.Y., and Orlando, Fla. Tip for these businesses - have lots of translators on hand and you will do well. Reply
  • commenter
    Jan 11 01:53 PM
    5 Stock Market Predictions for 2008 [view article]
    Solar power companies will continue to boom in 2008 (FSLR, STP, SPRW, CSUN, AKNS), along with substrate manufacturers (AXTI, TSM, WFR). Interest in alternative energy will grow throughout the year and increase dramatically with the change in US leadership (outcome of election year will decide the acceleration rate for interest beyond 2008). Reply
  • commenter
    Jan 11 12:13 PM
    India: Emerging Market Opportunity [view article]
    Thanks for the insite. It seems particularly hard to find information on the Indian markets. Reply
  • commenter
    Jan 11 11:36 AM
    5 Stock Market Predictions for 2008 [view article]
    Umm, excuse me, but the Sirius/XM merger doesn't need Congress' approval or disapproval - it's not up to them, but to part of the Executive branch - the FCC, aided by the DOJ. Reply
  • commenter
    Jan 10 04:26 PM
    5 Must-Know Stories in Oil and Alternative Energy [view article]
    the main Must-Know story in AE is ALTI:

    Their battery will:
    1)take their truck 95mph w 5 passengers & 1000lb payload
    2)range of 130 miles
    3)recharge in 10 minutes
    4)WILL NOT overheat
    5)cycled 25000times in their lab(that equals once/day for 68 years!!)

    They just set the world speed record of 160mph and under 8 seconds on a 1/4 mile dragstrip in AZ--it's on Youtube.

    They just finished the components for a 2MEGAWATT battery for AES last month. (over 1000 homes for an hour)

    That's quite a story!
    Reply
  • commenter
    Jan 10 06:02 AM
    My Website
    5 Must-Know Stories in Oil and Alternative Energy [view article]
    Thanks for the info -- both are useful. Reply