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  • SandRidge Energy: More Negative News Than Positive News [View article]
    Totally agree, Long Player, another Alpha Sights contributor, just this am wrote an excellent position paper providing long term insight on SD. Bought more this am.
    Nov 6, 2015. 12:43 PM | 3 Likes Like |Link to Comment
  • SandRidge Energy: More Negative News Than Positive News [View article]
    Wait a minute, just this morning another Alpha Sights contributor, Long Player, wrote a glowing report on SD extolling what a fantastic job the management was doing in paying down and restructuring debt along with reducing costs!
    One of you has no idea what you are talking about. Do you guys really get paid for this tripe???
    Nov 6, 2015. 12:37 PM | 2 Likes Like |Link to Comment
  • General Electric: Strap Yourselves In And Prepare For Liftoff [View article]
    Regarding GE acquisition of Alstom and Avio, many people forget the purchase of Smiths for $5.5B. After mismanaging those assets GE has been trying to sell the pieces off at fire sale prices incurring substantial write downs. Hopefully Alstom fares better if GE can keep it's "best and brightest" under leash.
    Nov 4, 2015. 10:18 AM | Likes Like |Link to Comment
  • Bloomberg: GE plans $200M "Rocket City" plants on jet engine surge [View news story]
    What does the "Rocket City" moniker have to do with gas turbine engines?? Its' like building piston aircraft engines and calling the plant a Gas Turbine Enterprise..
    Oct 27, 2015. 05:02 PM | 1 Like Like |Link to Comment
  • Boeing: The Cut Is Coming... But Later Than Predicted [View article]
    Totally agree. The author is over reaching on this issue. I believe Lund is referring to an industry practice of building "White Tails" to close the gap. This is so far into the future I don't think it even merits comment at this point. The White Tail strategy while stabilizing production ( a big issue in aircraft build) puts pressure on the Sales staff to sell those positions which Boeing should have no problem based on the 777X operating benefits.
    Much ado about nothing.
    Jun 12, 2015. 06:47 AM | 1 Like Like |Link to Comment
  • Implications Of A United Airlines A380 Superjumbo Order [View article]
    In your article you completely ignore the freight side of revenue which in the Pacific market is quite lucrative. The 747-8 has an advantage over the A380 there, with that factored in what would the A380 revenue advantage be??
    Jun 2, 2015. 08:18 AM | 2 Likes Like |Link to Comment
  • I Never Got Jaded About General Electric But Now I'm Going To Practice Caution [View article]
    Also just heard GE is eliminating vacations based on seniority and leaving it to the discretion of the employees manager and further GE is extending its' minimum retirement age to 62 from 60. This is after eliminating pensions and slashing medical benefits. If true it's more evidence that GE HR and Execs are out to take advantage of its' employees to reduce costs at any expense to shore up its' poor operational profit performance.
    Apr 13, 2015. 07:26 AM | 1 Like Like |Link to Comment
  • Immelt speculation highlights potential GE CEO successors [View news story]
    Definitely someone from outside. The antiquated HR system which GE employs promotes the politically astute not the true achiever. If that were not the case McNerney would be CEO. Along the same line the board also needs significant change.
    Mar 5, 2015. 12:07 PM | 7 Likes Like |Link to Comment
  • Barclays: GE's Immelt may quit within the next year [View news story]
    The entire board should join him since they oversaw this less than acceptable situation for years and did nothing to protect the shareholders.
    Mar 3, 2015. 11:37 AM | 20 Likes Like |Link to Comment
  • GE Director Makes A Big Bet On His Company; Should Investors Join? [View article]
    Picking points in time to make a point is intentionally misleading people. Please explain how the stock went from $56. in 2000 to $6.00 around 2008.
    All GE competitors have regained their 2008 crash positions and have more than doubled their stock price, GE still has $31/share just to get even. Your picking data that suits your position is Faux News Finance.
    Feb 25, 2015. 08:40 AM | 1 Like Like |Link to Comment
  • Update: SandRidge Energy Finalizes Q3 Numbers And SEC Review [View article]
    Please continue to trash SD, its up 7 % today....obviously you must know something????
    Feb 13, 2015. 10:02 AM | Likes Like |Link to Comment
  • Will General Electric Top The Whisper Number This Quarter? [View article]
    Going nowhere...break it up and dissolve Fairfield, save a billion a year on a Corp team that has continually disappointed shareowners. All 3 comments above are spot on.
    Jan 22, 2015. 01:54 PM | 7 Likes Like |Link to Comment
  • Boeing Or Airbus: Whose Product Line Is Shaped Better For The Future? [View article]
    Great data, would like to see same analysis for engines!
    Dec 19, 2014. 08:26 AM | 2 Likes Like |Link to Comment
  • General Electric: The 2015 Outlook Could Have Been Better [View article]
    I also think the 40% reduction in oil may affect the aircraft engine business. Airlines may choose to defer new planes impacting engine sales. Surprised at the uptick on wind, again lower fuel prices in the next couple of years may have buyers rethink and/or defer their supply of power.
    Dec 18, 2014. 08:32 AM | 1 Like Like |Link to Comment
  • Santa Was Missing At General Electric's 2014 Investor Day [View article]
    For the shareholders to be paying $1B annually to maintain Fairfield is a very poor investment given the results. The company must be split into separate operating entities on the market to eliminate the averaging effect of the portfolio. With the laggards dragging down the great businesses GE rates a "C" which is the worst of the best and the best of the worst.
    Dec 17, 2014. 09:45 AM | 2 Likes Like |Link to Comment