davemcc3300's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/101942/comments http://seekingalpha.com/article/102306-slump-s-over-vegas-employment-and-housing-looking-up?source=feed#comment-292884 292884 Tue, 28 Oct 2008 18:43:02 -0400 http://seekingalpha.com/article/102316-wall-street-breakfast-must-know-news?source=feed#comment-292875 292875
Should we shovel taxpayer money into losers like GM? Or how about a multi-time loser like Chrysler? Helloooo ...? Is it just that some flag-wavers want Toyota to fail? Guess what: businesses that do things the smart way will ALWAYS be succcessful.

And when you look at the flag-wavers very closely you see that the little buttons on their collars aren't American flags, they're "Vote Union" or the UAW or Steelworkers -- the unions that bullied management into sucking their employers into fundamentally and internationally uncompetitive postures.

What do we do now? Buy the best cars at the best price = value. Need steel? Go to Nucor -- a new breed of corporation -- not US Steel. Want to build good North American businesses? Let the private sector, including the investment bankers of the future, make the investment decisions. NOT the government!

It might take Americans another 4 years -- with the lemmings putting Obama into the presidency -- until we learn that we can't spend money we don't have, import things that take too much fuel to get to us, buy twice the house we need to live in, subsidize weak industries, vote union representation to talk to management or look to anybody else but ourselves to provide faithfully for us.

We Americans are self-satisfied, slow learners.

Which reminds me: where are the engineers and scientists that will help us recover? Maybe some will be graduating in 4 years.

Dave

]]> Tue, 28 Oct 2008 18:24:32 -0400
Should we shovel taxpayer money into losers like GM? Or how about a multi-time loser like Chrysler? Helloooo ...? Is it just that some flag-wavers want Toyota to fail? Guess what: businesses that do things the smart way will ALWAYS be succcessful.

And when you look at the flag-wavers very closely you see that the little buttons on their collars aren't American flags, they're "Vote Union" or the UAW or Steelworkers -- the unions that bullied management into sucking their employers into fundamentally and internationally uncompetitive postures.

What do we do now? Buy the best cars at the best price = value. Need steel? Go to Nucor -- a new breed of corporation -- not US Steel. Want to build good North American businesses? Let the private sector, including the investment bankers of the future, make the investment decisions. NOT the government!

It might take Americans another 4 years -- with the lemmings putting Obama into the presidency -- until we learn that we can't spend money we don't have, import things that take too much fuel to get to us, buy twice the house we need to live in, subsidize weak industries, vote union representation to talk to management or look to anybody else but ourselves to provide faithfully for us.

We Americans are self-satisfied, slow learners.

Which reminds me: where are the engineers and scientists that will help us recover? Maybe some will be graduating in 4 years.

Dave

]]> http://seekingalpha.com/article/99497-intuitive-surgical-medical-device-stocks-look-oversold-but-not-recession-proof?source=feed#comment-290948 290948 NTRZ) and Headwaters (HW). Like ISRG, both are fine companies with great "stories" that I fell in love with, and got into so "early" that the smart investors in the stocks turned out to be the ones who sold when the price was high.

I think ISRG is worth buying, but I put it in the "story" -- or "groupie" or "gotta love" -- stocks that just aren't good enough at the fundamentals yet ... or maybe just haven't been discovered by level-headed investors yet.

ISRG buyers beware.

Dave]]> Sun, 26 Oct 2008 15:48:06 -0400 NTRZ) and Headwaters (HW). Like ISRG, both are fine companies with great "stories" that I fell in love with, and got into so "early" that the smart investors in the stocks turned out to be the ones who sold when the price was high.

I think ISRG is worth buying, but I put it in the "story" -- or "groupie" or "gotta love" -- stocks that just aren't good enough at the fundamentals yet ... or maybe just haven't been discovered by level-headed investors yet.

ISRG buyers beware.

Dave]]> http://seekingalpha.com/article/101700-wall-street-breakfast-must-know-news?source=feed#comment-289640 289640 Fri, 24 Oct 2008 12:03:40 -0400 http://seekingalpha.com/article/101094-wall-street-breakfast-must-know-news?source=feed#comment-287722 287722 Wed, 22 Oct 2008 10:06:40 -0400 http://seekingalpha.com/article/99314-sugar-futures-drop-fundamental-picture-currently-ignored?source=feed#comment-279247 279247
Me? I like BUF, EXM, NE, AHR, and MDR ... and I'm taking a hosing!]]> Fri, 10 Oct 2008 15:00:53 -0400
Me? I like BUF, EXM, NE, AHR, and MDR ... and I'm taking a hosing!]]> http://seekingalpha.com/article/99307-friday-outlook-commodities-emerging-markets?source=feed#comment-279241 279241
But if you don't tell us how/where to focus our investments in the future, I'll still love you and study your wonderful charts.

Another Dave]]> Fri, 10 Oct 2008 14:56:20 -0400
But if you don't tell us how/where to focus our investments in the future, I'll still love you and study your wonderful charts.

Another Dave]]> http://seekingalpha.com/article/99298-two-ideas-to-capitalize-on-distressed-sellers?source=feed#comment-279192 279192
I like MWA, but see it falling more. A good infrastructure play ..if that's where government money goes (which might be pretty tight for another 2 years).

Only things I own that are working are KO and ABX (until today).

I'm holding. Selling at these levels validate the stupidity of the usual stockholder. Their panic is outdone only by institutions trying to scrape up cash in this negative environment.

Dave

]]> Fri, 10 Oct 2008 14:19:14 -0400
I like MWA, but see it falling more. A good infrastructure play ..if that's where government money goes (which might be pretty tight for another 2 years).

Only things I own that are working are KO and ABX (until today).

I'm holding. Selling at these levels validate the stupidity of the usual stockholder. Their panic is outdone only by institutions trying to scrape up cash in this negative environment.

Dave

]]> http://seekingalpha.com/article/99081-crazy-p-e-ratios?source=feed#comment-277847 277847 Thu, 09 Oct 2008 12:51:27 -0400 http://seekingalpha.com/article/99125-california-canary-in-the-economic-coal-mine?source=feed#comment-277831 277831 Thu, 09 Oct 2008 12:38:27 -0400 http://seekingalpha.com/article/99060-economic-indicators-signal-a-major-collapse-ahead?source=feed#comment-277828 277828 Thu, 09 Oct 2008 12:35:21 -0400 http://seekingalpha.com/article/98564-36-opportunities-for-the-beginning-of-the-bull?source=feed#comment-274741 274741 KO) and gold (ABX) made the list. KO has not suffered the hosing the rest of my portfolio has taken. Maybe your other picks are safe havens ...or safer. Best move, if you had foreseen a 33% one-year S&P dive, would have been to move to cash last October and stay there. Can't fault anyone who went "all in" a week ago. America's on sale!]]> Mon, 06 Oct 2008 11:43:25 -0400 KO) and gold (ABX) made the list. KO has not suffered the hosing the rest of my portfolio has taken. Maybe your other picks are safe havens ...or safer. Best move, if you had foreseen a 33% one-year S&P dive, would have been to move to cash last October and stay there. Can't fault anyone who went "all in" a week ago. America's on sale!]]> http://seekingalpha.com/article/97565-taking-a-risk-with-20-yields?source=feed#comment-267099 267099 Sat, 27 Sep 2008 20:14:35 -0400 http://seekingalpha.com/article/96689-why-i-got-gold-wrong?source=feed#comment-262654 262654 Tue, 23 Sep 2008 13:37:48 -0400 http://seekingalpha.com/article/96846-tuesday-outlook-commodities-emerging-markets?source=feed#comment-262623 262623 Tue, 23 Sep 2008 13:13:24 -0400 http://seekingalpha.com/article/96063-thursday-outlook-commodities-emerging-markets?source=feed#comment-258138 258138 Thu, 18 Sep 2008 12:48:28 -0400 http://seekingalpha.com/article/95912-nine-months-later-some-annual-predictions-from-the-financial-press?source=feed#comment-257975 257975 Thu, 18 Sep 2008 11:06:02 -0400 http://seekingalpha.com/article/95853-barrick-and-goldcorp-bullish-on-long-term-gold-prices?source=feed#comment-257387 257387 Wed, 17 Sep 2008 18:04:47 -0400 http://seekingalpha.com/article/95877-wall-street-breakfast-must-know-news?source=feed#comment-257384 257384 Wed, 17 Sep 2008 18:02:01 -0400 http://seekingalpha.com/article/95496-law-of-supply-demand-is-dead-for-gold-silver?source=feed#comment-256012 256012 Tue, 16 Sep 2008 13:11:59 -0400 http://seekingalpha.com/article/95113-now-is-the-time-to-be-buying-goldcorp?source=feed#comment-253465 253465 Sat, 13 Sep 2008 12:44:47 -0400 http://seekingalpha.com/article/92501-home-depot-lowe-s-is-now-the-time-to-get-into-either?source=feed#comment-239289 239289
I just found out that your stuff can be added to my Google site. This will let me keep up with your insights.

Dave]]> Tue, 26 Aug 2008 11:16:05 -0400
I just found out that your stuff can be added to my Google site. This will let me keep up with your insights.

Dave]]> http://seekingalpha.com/article/92501-home-depot-lowe-s-is-now-the-time-to-get-into-either?source=feed#comment-239272 239272
I'll also be watching for more analyses by Todd Sullivan in the future.

Todd, do you have any tickers that you feel good about in the intermediate term?

Dave]]> Tue, 26 Aug 2008 11:01:00 -0400
I'll also be watching for more analyses by Todd Sullivan in the future.

Todd, do you have any tickers that you feel good about in the intermediate term?

Dave]]> http://seekingalpha.com/article/92159-wall-street-breakfast-must-know-news?source=feed#comment-237349 237349
Dave]]> Sat, 23 Aug 2008 17:09:09 -0400
Dave]]> http://seekingalpha.com/article/91974-on-slv-s-10-for-1-split-it-s-all-about-liquidity?source=feed#comment-237340 237340
When "secmaven" approves of what he says, I consider it a valid piece worth re-reading. Thanks to both of you.

Dave]]> Sat, 23 Aug 2008 16:51:57 -0400
When "secmaven" approves of what he says, I consider it a valid piece worth re-reading. Thanks to both of you.

Dave]]> http://seekingalpha.com/article/88210-manitowoc-offers-investors-growth-at-a-discount?source=feed#comment-219749 219749
Nothing's wrong with being focused, as GE's finding out. With raw materials costs dragging down the foreseeable profit picture, I bailed out ...unfortunately not until MTW slid down to $27.85, representing a 29% loss on my investment.

The diversification with Enodis' commercial foodservice and food processing equipment was also in direct conflict with my heavy investment in The Middleby Corp (MIDD), which is the biggest food equipment company in the world. MIDD is aggressively going after market share and -- though I'm getting a thrashing by the stock market on my MIDD shares too -- I think the Enodis purchase puts MTW's into a margin-punishing marketplace. I think MTW will be slaughtered.

So is it really such a good value? I don't see it that way, but plan to keep watching MTW. The Enodis business may find a safe niche and let MTW refocus on making the crane business a Terex-killer in the market. I still like MTW in cranes.

But if I was looking for a conglomerate, I'd go back to GE.

Then again, I probably wouldn't go back to GE.]]> Thu, 31 Jul 2008 19:56:13 -0400
Nothing's wrong with being focused, as GE's finding out. With raw materials costs dragging down the foreseeable profit picture, I bailed out ...unfortunately not until MTW slid down to $27.85, representing a 29% loss on my investment.

The diversification with Enodis' commercial foodservice and food processing equipment was also in direct conflict with my heavy investment in The Middleby Corp (MIDD), which is the biggest food equipment company in the world. MIDD is aggressively going after market share and -- though I'm getting a thrashing by the stock market on my MIDD shares too -- I think the Enodis purchase puts MTW's into a margin-punishing marketplace. I think MTW will be slaughtered.

So is it really such a good value? I don't see it that way, but plan to keep watching MTW. The Enodis business may find a safe niche and let MTW refocus on making the crane business a Terex-killer in the market. I still like MTW in cranes.

But if I was looking for a conglomerate, I'd go back to GE.

Then again, I probably wouldn't go back to GE.]]> http://seekingalpha.com/article/81730-buy-opportunities-like-these-do-not-come-along-very-often?source=feed#comment-187771 187771
Sorry, Tim: you picked a loser in HW! But then, it made it easier to evaluate the rest of your recommendations.]]> Wed, 18 Jun 2008 12:28:57 -0400
Sorry, Tim: you picked a loser in HW! But then, it made it easier to evaluate the rest of your recommendations.]]> http://seekingalpha.com/article/80873-wednesday-outlook-commodities-emerging-markets?source=feed#comment-186552 186552 HGT)? Charts like a S&P contrarian, is linked to XTO nat gas profits (nice chart there), and pays a 10.5% div yield at current price ($34.65).]]> Mon, 16 Jun 2008 14:01:04 -0400 HGT)? Charts like a S&P contrarian, is linked to XTO nat gas profits (nice chart there), and pays a 10.5% div yield at current price ($34.65).]]> http://seekingalpha.com/article/79612-nutracea-running-with-the-big-boys?source=feed#comment-178858 178858
I'd hate to see a big ag company take NutraCea over: the big money goes to those of us who were "early" ...who have a bit of vision, and patience.]]> Tue, 03 Jun 2008 21:49:24 -0400
I'd hate to see a big ag company take NutraCea over: the big money goes to those of us who were "early" ...who have a bit of vision, and patience.]]> http://seekingalpha.com/article/79308-are-us-equities-a-buy?source=feed#comment-178848 178848 Tue, 03 Jun 2008 21:09:23 -0400