United Parcel Service Inc. (UPS)

All Comments on UPS

  • commenter
    Oct 11 01:37 PM
    Buffett's Berkshire: 14 Stocks That Have Gone Up [view article]
    Berkshire got caught in a short squeeze when shorting financials was temporarily banned. When everyone had to cover berkshire shorts simultaneously, the price shot to the roof. It has since gone down as low as 105 thousand in the forced selling by hedge and mutual funds. It has bounced up to 113 thousand at close, 10/11/08. Fair value by Morningstar is 157 thousand, so this is a great buying opportunity if you have a long term horizon. incidentally, wesco has a Morningstar fair value of 675, more than double it`s present stock price of 296. It is worth noting that both companies have no debt to speak of, and only Berkshire has a few stock default swaps/derivatives that are miniscule compared to it`s balance sheet.


    On Sep 29 04:33 PM 1996 wrote:

    > What happened to BRKA friday with close at 147, then open Monday
    > at +/- 133? Any thoughts appreciated. Also, I had the misunderstanding
    > that BRK got cheaper after Warren buys "stuff". When does the sale
    > start ? Does Wrigley, Constellation and GS not constitute a spree?
    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 12:15 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
  • commenter
    Oct 11 11:55 AM
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    How is this guy a bloodsucker? Apparently he was long all those companies. People just don't know what hedge funds are and have been coached to blame everything on them. Prices are a function of supply and demand, if all the hedge funds close shop there's going to be (there already is) enormous pressure to sell. That will drive prices of all their investments down. After they liquidate, they won't be buying, so demand will take a hit and prices won't go up as fast. Reply
  • commenter
    Oct 11 10:19 AM
    My Website
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    Right on, roger maxims. The moneychangers and corrupt civil servants in the Repblicrat Party got their seats in the game of musical financial chairs.

    If we aren't there yet, anger will turn into apathy and indifference. Then and only then will we have a bottom, but we need WAY more blood returned from the bloodsuckers like Sellers.

    As for the corrupt civil servants, anyone that votes for a single incumbent is a fool and deserves whatever comes to them.
    Reply
  • commenter
    Oct 11 10:16 AM
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    He's down 50% in Q3.
    URL:
    1. online.wsj.com/article...
    2. online.wsj.com/article...
    Reply
  • commenter
    Oct 11 10:01 AM
    Quitting the Hedge Fund Game - Mark Sellers [view article]
    Two possibilities really:

    1. Seller is getting redemption requests flooding in right this minute, and like all his hedgie peers, is using the one-to-two year period to sell down gradually rather than capitulate. At least he can collect another two years of management fees. Possibly some performance fee @20% of a meagre return.

    2. Seller could not figure out the bankruptcy risk of the investment-bank-holdin... he is using as broker dealer and leverage provider. Nor could he identify a reliable one out there. Without leverage, his hedge fund cannot return 65% p.a. or the 20% performance fee for him. Someone who gets paid in billions will be aghast at having to accept paychecks that has only eight zeros after the first digit.

    Either way no fund manager, real estate agent or financial planner ever loses out when prices rise or fall. Nor do incompetent civil servants either.
    Reply
  • commenter
    Oct 09 04:26 PM
    Dow at 8000 Is Not Out of the Question [view article]
    Revised estimate.
    Not 8000by the end of the year. DOW could go to ZERO.
    Reply
  • commenter
    Oct 08 08:34 AM
    Yield is King - Cramer's Lightning Round (10/7/08) [view article]
    I was so shocked to hear that Jim Cramer actually said that. Reply
  • commenter
    Oct 07 10:57 PM
    Yield is King - Cramer's Lightning Round (10/7/08) [view article]
    Is this the same Cramer? I thought Cramer just recommended everyone pull all their money out of the stock market. Reply
  • commenter
    Oct 02 05:32 AM
    My Website
    Bail-out Buys - Fast Money Recap (10/1/08) [view article]
    Markets are still far too high with a recession coming down the tracks at some speed. Buffett gets amazing deals not available to us. Keep your cash on deposit and don't get tempted by the sirens of Wall Street whose big crash is still coming, see:
    arabianmoney.net/2008/.../
    Reply
  • commenter
    Oct 01 11:56 PM
    Bail-out Buys - Fast Money Recap (10/1/08) [view article]
    100 billion added to the 700 billion dollar Reply
  • commenter
    Oct 01 11:52 PM
    Bail-out Buys - Fast Money Recap (10/1/08) [view article]
    did the senators add other 100 billion to the bill Reply
  • commenter
    Sep 30 12:53 AM
    My Website
    Buffett's Berkshire: 14 Stocks That Have Gone Up [view article]
    Everything down today. (Ah, but it's only one day, you say.) Reply