Seeking Alpha

timddeb

timddeb
Send Message
View as an RSS Feed
View timddeb's Comments BY TICKER:
Latest  |  Highest rated
  • Santander: Global Retail Bank With Leading Cost Efficiency [View article]
    Why would you buy shares in this bank when the new CEO crapped on her shareholders so comprehensively?????
    There are better Banks out there without the lack of loyalty to the people who own it.
    Mar 25, 2015. 03:53 PM | 2 Likes Like |Link to Comment
  • SpaceX's Threat To Lockheed Martin And Boeing's ULA [View article]
    hmm. Remember the line, "we are sitting on top of 5 million moving parts produced by the lowest bidder"? This has some relevance in a high tech project.
    Mar 19, 2015. 01:35 PM | Likes Like |Link to Comment
  • SpaceX's Threat To Lockheed Martin And Boeing's ULA [View article]
    Why is it you think that Spacec will out innovate LMT and Boeing? With the kind of complexity involved and the ability to buy in talent of LMT and BigB it could become a loss leader . So it the long run it would be good if prices come down significantly but as yet my money is not on Spacex
    Mar 18, 2015. 07:28 AM | 2 Likes Like |Link to Comment
  • Have European Stocks Reached A Turning Point? [View article]
    the Euro union kills competiveness for everyone except the top dog. Which suits Germany just fine. SO Germany should either give away loans for free, or Greece and other countries should terminate their membership, and then set their own rules. It will mean a loss for the idiots stupid enough to loan them money, and once the dust has settled the competative edge will return to the now seperate economies. I believe that the current Greek parliament believes this is best for Greece, they just want to make sure everybody understands they are not the bad guys in this play. What I can't understand is how a country which represents such a small percentage of the world GDP causes such furore.
    Mar 15, 2015. 03:24 PM | Likes Like |Link to Comment
  • How Will Stress Test Results Impact HSBC? [View article]
    HSBC should benefit from the upturn in both China and the UK, but they do need to understand that customers are no longer willing to take what they dish out lying down. If they don't like the service they will react. For HSBC this could be more serious than the current round of scandals. Fingers crossed because they have to get something right eventually, like politicians, when they have exhausted all other possibilities..
    Mar 15, 2015. 03:01 PM | Likes Like |Link to Comment
  • Sorry But This Is Not 1997 For The Market [View article]
    so is this a wall of worry or not?
    Mar 15, 2015. 04:03 AM | 3 Likes Like |Link to Comment
  • Greece's Real Problem [View article]
    kerberos2009, you haven't been to China have you
    Mar 12, 2015. 02:23 PM | 1 Like Like |Link to Comment
  • Sotheby's: The Battle Rages On [View article]
    this smacks of the post war attitude of " we don't do it that way" which brought about the demise of the wealthied class. SOthesaur needs to take it's head out of the sand and move with the times. When the collapse comes, it will be swift.
    Mar 8, 2015. 02:32 PM | Likes Like |Link to Comment
  • Should Low-Cost Carriers Fly The Airbus A330neo Or The Boeing 787? [View article]
    Why do you assume the composite fuselage will cost less to maintain? Composites sent Rolls Royce broke hence two companies, and the experience in other fields involving composites leads to me to assume the opposite, they have a very finite life. Would this alter your thoughts at all? How about the composite taiul planes that have broken away, and the suspicious planes that have fallen out of the sky recently. Were there no com[posite componants involved?So your hypotheis is based on a thesis which you admit you have no figures for. How did this get through?
    Mar 8, 2015. 01:08 PM | Likes Like |Link to Comment
  • Zen And The Art Of Chinese Economic Rebalancing [View article]
    also the consumer needs to trust the milk powder producer. I have seen the lack of confidence in quality chinese goods, which dooms producers of quality items to go broke. I have also seen the blind belief the foreign is good. Hence being taken to Mc Donalds. It took me quite a while to work out I was not being insulted. Still choked on it though.
    I have also seen first hand work produced by chinese factories, and sent it back as not up to spec. despite quite simple drawings and specs to follow. Cam is right, China is failing to up itself in the quality stakes.......
    Westerners who sacrifice today for tomorrow tend to enjoy retirement.........
    Mar 6, 2015. 04:21 PM | Likes Like |Link to Comment
  • Zen And The Art Of Chinese Economic Rebalancing [View article]
    so he produces ten aggs a day and has time to play Majong witth his friends. Or works hard and produces 50 a day and does not have time to play with his friends. So he works harder and harder and produces 500 a day. Then he has time to play with his friends............. I am sure that many of the Asian's I have met are wise and will not fall into the western designed trap....
    Mar 5, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Why Unilever Can Still Be Put In Every Retirement Portfolio, Close To Double-Digit Returns Ahead [View article]
    Sanjay. Yup. 1890
    Mar 3, 2015. 01:35 AM | 2 Likes Like |Link to Comment
  • Shell Replaced Only 26% Of Its Produced Reserves In 2014 [View article]
    er, I have a 8 year old Diesal Clio. At the speed limits allowed I have just done 800 miles on a 60 litre tank. Will need to fill up soon...... That is with an eight year old car. What improvements has there been since, ignoring DPFs?
    So if I am getting that sort of mileage, car consumption must surely drop soon. I seem to remember though that cars only use a small percentage of the total use of crude oil. The rest of consumer markets will not have sttod still. With improved technology in ship engines, and better insulation in buildings, energy requirements per head are going down.
    China and India have a lot of heads though and more people can afford AC or heating etc. SO the world's energy requirments are going to increase, but from my trips around India and China I didn't see any Shell, BP or Exon signs. SO the energy requirments of Shell's customers is likely to reduce while the world energy consumption goes up. Unless Shell wants to expand into politically dodgy areas their strategy whether by design or luck, makes sense to me
    Feb 24, 2015. 03:45 AM | Likes Like |Link to Comment
  • Should You Be Bottom-Fishing On HSBC? [View article]
    now's the time!!!!
    Feb 23, 2015. 09:06 AM | Likes Like |Link to Comment
  • Why Do Masochistic Greeks Want To Be In The Euro? [View article]
    Has it occured to anyone that the current guy in Greece wants to leave the Euro, BUT wants to make the other guys look like the bad guys? Greece will be better off when it can undercut Gramany but, they do not want to lose Face.
    Feb 23, 2015. 09:05 AM | Likes Like |Link to Comment
COMMENTS STATS
363 Comments
266 Likes