Forget about un-employment, what about Under employment? Then there is the lack of credit worthy borrowers.... And thats assuming that there is even money for credit worthy borrowers and if there was $ to borrow, is there something to buy? Maybe a Goverment Owned Car Company....
Apple's Jobs Takes Medical Leave; Back in Summer for WWDC? [View article]
The whole thing is Misleading...I am sure everyone wishes Steve Jobs well, however, the handlng by Apple and its board in the dissemination of information relating to Mr. Jobs health is misleading and will open a can of worms (Lawsuits) that all could have been avoided. The company is NOT based on a single person (ie Jobs) the fundamentals are sound except for the poor retail enviorment. They Apple, have a ton of cash-
Rumor Says Yahoo's In Play Again; Reality Says Not Likely [View article]
Yahoo will always be in play....until something eventually does happen, to many people believe they have a better vision for the company, many of which would be the equivalent of the blind leading the blind...
Not Eating Out of Palm's Hand[-helds] Until 2010 [View article]
The Market Is Anticipatory, thus the prospects of something new and decent from Palm tied to its name recognition may bump the stock price over time, there are large barriers to entry for anyone even to get into the smartphone business so Palm may become a target in lieu of any potential success.
We haven't seen the commercial re market break yet,(Can you say problems for Simon Properties - Malls, Boston Properties -GM Building and countless others) and that is coming. Earnings are going to be down across the board, banks will continue to hoard cash, Obama's Infrastructure play will take time to plan and structure before dollar one drives the economy, and the printing of dollars by the treasury will eventually cause inflation which will cause commodities to start to simmer again (even with demand destruction)...So a sustainable rally in my humble opinion is not in the cards-
Treasuries Will Disappoint- Continued [View article]
If the bubble bursts, there will be what seems to be a large rush of shorts , so when and if the burst occurs a violent move will be a self-fulfilling prophecy. The short side will become a short term "trend" as treasuries being a bubble is commonly spoke of on CNBC, Bloomberg and Blog after Blog. Great Post(s) by Mr. Shaw
Why Not buy the Jan 11 Leaps like someone stated above, but buy the 35 Strike .OLLAI for 9.40 which is in line with its Theoretical Value (BUT can only be "underpriced" if interest rates tick up even mildly over the next 2 years) and then sell the front month minimally out of the money to collect premium each month? Minimal risk, great ROI potential = sound strategy
Don't Be Scammed by Madoff Investor Sob Stories [View article]
What everyone fails to see is that most if not all the "early investors" reaped the reward of the returns they saw for at least a 1/2 dozen years, even upwards of a decade which would have essentially given these investors a 100% return on their funds....It is the later investors who suffered and deserve sympathy, NOT all investors-
General Electric: Genuine Risk of Collapse? [View article]
5. Stating that Buffet has made a huge mistake is quite a leap here. He is very long term minded and his record speaks for itself.
Even people with excellent long term records make mistakes....And this in investment, coupled with its timing is a mistake. In a phrase: Time Value of Money-
On Nov 17 10:01 PM donzoab wrote:
> Well written however totally slanted and missing some important facts. > > 1. GE has been winning very large contracts in Turbine and energy > sectors recently. > 2. GE has access to the TARP funds and the government is supporting > their use of commercial paper. This market will eventually open back > up. Just takes time > 3. GE is still profitable and growing their cash. Selling assets > and issuing some stock has helped them increase their liquidity in > time to support operations. > 4. While a great many companies are struggling to borrow money, GE > is now well capitalized despite the numbers shown above. With access > to the Fed window and TARP, they will have no problem meeting short > term debt obligations. > 5. Stating that Buffet has made a huge mistake is quite a leap here. > He is very long term minded and his record speaks for itself. <br/>6. > Panic in the markets always make for the best buying opportunities. > This one is deep and serious but will eventually recover. GE is not > going under here and $10 is a stretch. This is not AIG. > 7. GE can trim operating costs in many ways and Jeff Imelt is doing > the best he can in a very difficult environment. Jack Welsh for all > his returns destroyed the environment with negligence and greed in > many towns, cities and rivers during his tenor. Just ask the people > living along the Hudson River. Can you say PCB's. > Dow 6k could happen but that would just make this a better bargain. > My recommendation here is to buy some stock and take a PUT position > to limit any future downside, or write covered calls to increase > your total return.
IAC/InterActive Corp Is Finally Breaking Up [View article]
You forgot to mention TREE, The lending and mortgage side of IAC's internet business, they must be happy to unload that division. The sum of the parts in this case will be worth more than the whole as the laggards and drags get jettisoned-
Fair enough, but what about ELN, which released news that everbody knew with regards to a brain infection and BIIB inconjunction with the same? Isn't there better risk reward in those names?
Sort by:
Latest | Highest ratedThe Worst Isn't Over Yet [View article]
Apple's Jobs Takes Medical Leave; Back in Summer for WWDC? [View article]
Rumor Says Yahoo's In Play Again; Reality Says Not Likely [View article]
Not Eating Out of Palm's Hand[-helds] Until 2010 [View article]
2009: Expecting a Massive Rally [View article]
Treasuries Will Disappoint- Continued [View article]
Great Post(s) by Mr. Shaw
Buying USO Is a No-Brainer [View article]
Don't Be Scammed by Madoff Investor Sob Stories [View article]
General Electric: Genuine Risk of Collapse? [View article]
Even people with excellent long term records make mistakes....And this in investment, coupled with its timing is a mistake. In a phrase: Time Value of Money-
On Nov 17 10:01 PM donzoab wrote:
> Well written however totally slanted and missing some important facts.
>
> 1. GE has been winning very large contracts in Turbine and energy
> sectors recently.
> 2. GE has access to the TARP funds and the government is supporting
> their use of commercial paper. This market will eventually open back
> up. Just takes time
> 3. GE is still profitable and growing their cash. Selling assets
> and issuing some stock has helped them increase their liquidity in
> time to support operations.
> 4. While a great many companies are struggling to borrow money, GE
> is now well capitalized despite the numbers shown above. With access
> to the Fed window and TARP, they will have no problem meeting short
> term debt obligations.
> 5. Stating that Buffet has made a huge mistake is quite a leap here.
> He is very long term minded and his record speaks for itself. <br/>6.
> Panic in the markets always make for the best buying opportunities.
> This one is deep and serious but will eventually recover. GE is not
> going under here and $10 is a stretch. This is not AIG.
> 7. GE can trim operating costs in many ways and Jeff Imelt is doing
> the best he can in a very difficult environment. Jack Welsh for all
> his returns destroyed the environment with negligence and greed in
> many towns, cities and rivers during his tenor. Just ask the people
> living along the Hudson River. Can you say PCB's.
> Dow 6k could happen but that would just make this a better bargain.
> My recommendation here is to buy some stock and take a PUT position
> to limit any future downside, or write covered calls to increase
> your total return.
What's So Special About RadioShack? - Barron's [View article]
Meet the Latest Quant ‘Newbie’ [View article]
Why I Finally Bought Fannie Mae [View article]
IAC/InterActive Corp Is Finally Breaking Up [View article]
Why I'm Buying Amylin Now [View article]
Tuesday Options Update: XLF, RKH, XLE, DIA, COF, TASR, GEOY [View article]
Andrew keep up the good work.