Ames Tiedeman

http://amestiedeman.com

666 Comments

    • ON: Thu Oct 9th 14:04 PM
      Commented on:
      Ford, GM on the Chopping Block?
      I am not sure GM and Ford can avoid bankruptcy. I am not even sure they should. The next 6 months will be critical. Just today an automotive analyst suggested that 2009 U.S. sales will drop to 13.2 million. With diminishing market share and a horrific lending period coming; I think it is over for these names. In BK they can restructure and come out much stronger.
      View article »
    • ON: Sun Oct 5th 21:18 PM
      Commented on:
      NVDA: Still a Wait And See
      This stock goes under 5.00 when the NASDAQ goes under 1,500.
      View article »
    • ON: Sun Oct 5th 21:17 PM
      Commented on:
      Relax Basel II's Bank Capital Adequacy Requirements
      Change the rules and create another crisis in 5 years.
      View article »
    • ON: Sun Oct 5th 21:16 PM
      Commented on:
      36 Opportunities for the Beginning of the Bull
      All of these names are going lower. The DOW is going under 9,000.
      View article »
    • ON: Sun Oct 5th 21:15 PM
      Commented on:
      Take a Look at Junk - Barron's
      Way too early on these names.
      View article »
    • ON: Sat Oct 4th 13:05 PM
      Commented on:
      10 Ways the Financial Meltdown Impacts Tech
      RIMM will see better days next month. This name will not stay down for long.
      View article »
    • ON: Thu Aug 21st 08:12 AM
      Commented on:
      Finding Relative Value in Financial Services
      All of your relative value plays go lower. The financials are melting down again.
      Stay away from all of these names.
      View article »
    • ON: Mon Aug 18th 09:10 AM
      Commented on:
      Automaker Rebadging Revisited
      This was one of the worst pieces I have read. Your premise is wrong. The VOLT is going to be a Chevrolet. This is damn good news for GM and the American consumer. The last thing GM would want to do is to sell the VOLT under another manufacturers name!!! Can you be more stupid???? The Chevrolet brand is not weak. Cars like the Malibu and Cobalt are sold out to 2010. Wake up! The Corvette is a Chevrolet. The new Camaro is a Chevrolet. Get a clue! Chevrolet is the #1 selling car brand in the USA.
      View article »
    • ON: Tue Aug 5th 07:23 AM
      Commented on:
      NVIDIA's Long-Term Prospects Mean It's Currently Undervalued
      Your premise that NVDA is not going to lose any market share is insane. NVDA is still undervalued, may go lower still, but they WILL LOSE MARKET SHARE TO ATI/AMD. The new graphics chips from AMD are excellent and they consume less power. Read any trade publication and people who know far more than you are suggesting that NVDA is bound to lose some market share given the new AMD offerings. Why do you think the stock has been cut in half the past couple of months? Their INVENTORIES ARE BUILDING AS THEIR SALES ARE FALLING AND AMD IS TAKING MARKET SHARE...!!
      View article »
    • ON: Mon Aug 4th 22:08 PM
      Commented on:
      Canadian Oil Sands, Penn West Energy Protected on the Downside
      PWE is being given away here. HTE, PGH, PVX and AAV are all highly attractive with this pullback as well. They are all now trading at their lowest levels in months. When oil was $70.00 PGH was over 17.00. It is now under $17.00 and oil is over 120. One of the reasons these issues have dropped so hard is that there is worry on the street about these companies hedging policies and practices. I have been adding to my positions the past 3 trading days and will continue to add, as this fear about hedging is now well built into the stock prices at these levels. This is an opportunity to capture substantial yields for the long haul. (5 to 7 years)
      View article »
    • ON: Sun Aug 3rd 11:16 AM
      Commented on:
      General Discussion on GM
      Yes, the new Camaro will help GM. My guess is they can sell 15,000 units a month by the second year. The new Camaro will not save GM, but it will help GM.
    • ON: Sun Aug 3rd 10:49 AM
      Commented on:
      California Signaling A Housing Bottom? [Housing Tracker]
      Greenspan on housing:

      Greenspan Says Housing Prices Not Yet Near Bottom (Update1)
      By Steve Matthews

      July 31 (Bloomberg) -- Former Federal Reserve Chairman Alan Greenspan said falling U.S. home prices are ``nowhere near the bottom'' and the resulting market turmoil isn't showing signs of abating.

      While the odds of a recession are 50-50, achieving stable markets will ``take a while,'' Greenspan said today in a CNBC interview.

      The economy grew at a 1.9 percent annualized rate in the second quarter after expanding 0.9 percent in the first quarter, the Commerce Department said in Washington. Gross domestic product was revised to show a contraction in the final three months of 2007.

      More Americans filed claims for unemployment insurance last week than at any time in more than five years, the Labor Department said. Fed policy makers have cut the benchmark rate to 2 percent from 5.25 percent since September, halting the reductions in June amid rising concern about inflation.

      Fannie Mae and Freddie Mac, the largest sources of money for U.S. home loans, are a ``major accident waiting to happen,'' Greenspan said. ``The solution'' is the ``nationalization'' of the companies, he said.

      After the former Fed chairman spoke, Washington-based Fannie Mae dropped 69 cents, or 5.7 percent, to $11.52 at 3:48 in New York Stock Exchange composite trading. Freddie Mac fell 55 cents, or 6.3 percent, to $8.18.

      ``It important that we focus on stabilizing the financial system,'' Greenspan said. Policy makers also need to reconcile slowing economic growth with rising prices, he said.

      The U.S. faces ``a very substantial change in the balance between growth and inflation,'' Greenspan said.
      View article »
    • ON: Sat Aug 2nd 21:09 PM
      Commented on:
      Bill Miller on This Tough Market
      Kelly,

      This is one of the few times in the past 50 years that so many industries have been hit with so much trouble at the same time: Auto, Finance, Mortgage, Housing/Construction, and now Retail, is starting to hurt too. The American consumer seems to be running out of cash but the plastic may keep us out of a full blown recession. We won't know until 2009. What you have been suggesting and seeing is real. America does not have the economic scale we had just 25 years ago. When you export your jobs, run a 700 billion dollar trade deficit and have stagnant wages for 15 years it is very alarming when the economy slows down. One has to ask ones self what industry(s) will pick things back up. In 1981 it was autos and construction. In the 1990' it was high tech. In 2008 it is????? We do not have the economic scale anymore and so many industries are crushed it will be a waiting game. I have a hunch that the turning point comes the end of next year. I think GM will do much better in 2009 and I think most real estate markets will begin to finally bottom by Q3, 2009. There is light at the end of the tunnel. This light is simply dim because our trade and economic policies have been very, very stupid.
      View article »
    • ON: Sat Aug 2nd 20:50 PM
      Commented on:
      Sun Beats Estimates, But Outlook Dicey
      Sun cannot compete with Dell. Period.
      View article »
    • ON: Sat Aug 2nd 20:44 PM
      Commented on:
      California Signaling A Housing Bottom? [Housing Tracker]
      California? Southern California? Look at the demographics. Who is going to support the home prices in the big cities like San Diego and Los Angeles? What jobs are being produced to support home prices that are still far ahead of the 50 years trend line? Prices will keep falling. Some areas like La Jolla may bounce back sooner than others, but the basic situation remains quite bleak. The median income is higher in Huntsville, Alabama than San Diego, Ca. How homes in San Diego can be over even $300,000 is beyond mathematical reason. When only 18% of the populous can afford a median priced home (this is the case in San Diego) a market has not bottomed. People are leaving the big cities of California in droves. Take away the illegal alien criminals flooding into California and one can see that California has had a net migration out of the state regularly since 1998. This is the first real downturn in California real estate history where the state will not have a huge influx of educated workers from other parts of the country to boost the housing market. This is what many are failing to recognize. In most down economic periods California was always the last in and the first out of a recession or slowdown. This was primarily because of the huge influx of "California Dreamers" that supported everything from the job demands of silicon valley to the track homes of Southern California. Today just the opposite is happening. Places like Iowa, Colorado, Idaho, Texas and Georgia are seeing a ton of California refugees fleeing high homes prices and a culture gone mad. Up next, the great migration back to the mid-west that you will see in the coming 25 years. White flight will take on a whole new meaning. The future of California real estate is not completely horrific. It just won't ever boom like it just did. The one thing America has for itself it is is always "becoming" and is never finished. Perhaps in to generations California will be golden again.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»