Radiohead's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/130270/comments http://seekingalpha.com/article/138301-wells-fargo-doing-what-it-takes-to-succeed?source=feed#comment-549299 549299
Also, TCE isn't the end all be all of metrics when analyzing a bank, I realize that. I am just throwing it out there that WFC has next to nothing for common equity holders. The possibility that WFC will have to further dilute common shareholders is high with the kind of common equity they have. God forbid we enter into a period worse than the "stress tests" provided for, which based on current unemployment stats is worse than the regulators had planned for in 2010.... Good luck getting that to rise. Also, you've got to understand that California is screwed royally. There economy is going to lock up in a major way, should the state employees not agree to some major concessions, and/or state programs are cut...

We aren't out of the woods yet with regards to banks. That is all I am saying.]]> Tue, 16 Jun 2009 17:57:01 -0400
Also, TCE isn't the end all be all of metrics when analyzing a bank, I realize that. I am just throwing it out there that WFC has next to nothing for common equity holders. The possibility that WFC will have to further dilute common shareholders is high with the kind of common equity they have. God forbid we enter into a period worse than the "stress tests" provided for, which based on current unemployment stats is worse than the regulators had planned for in 2010.... Good luck getting that to rise. Also, you've got to understand that California is screwed royally. There economy is going to lock up in a major way, should the state employees not agree to some major concessions, and/or state programs are cut...

We aren't out of the woods yet with regards to banks. That is all I am saying.]]> http://seekingalpha.com/article/140091-michael-baker-recently-upgraded-fundamentally-sound?source=feed#comment-522461 522461
No mention of the cyclicality of oil and how low P/Es aren't always a good indicator for the sector? Look up historical valuations of oil stocks when crude was at $140, I'll tell you, they were low.

You mention you are aware of no other mutual fund that has replicated your performance over the past five years... Then why haven't you started one yourself? Model portfolios are fun and all, but what counts is your reaction when there is actually money on the line.

Further, from your profile and website it is hard to discern whether you actually trade stocks for your clients, or if you just toss them into mutual funds like your typical RIA would do. Also, you might want to proofread some of your information before sending it through the intertubes, I count three errors alone in this posting, and more if you want to look at your investment website.]]> Fri, 29 May 2009 01:19:54 -0400
No mention of the cyclicality of oil and how low P/Es aren't always a good indicator for the sector? Look up historical valuations of oil stocks when crude was at $140, I'll tell you, they were low.

You mention you are aware of no other mutual fund that has replicated your performance over the past five years... Then why haven't you started one yourself? Model portfolios are fun and all, but what counts is your reaction when there is actually money on the line.

Further, from your profile and website it is hard to discern whether you actually trade stocks for your clients, or if you just toss them into mutual funds like your typical RIA would do. Also, you might want to proofread some of your information before sending it through the intertubes, I count three errors alone in this posting, and more if you want to look at your investment website.]]> http://seekingalpha.com/article/138301-wells-fargo-doing-what-it-takes-to-succeed?source=feed#comment-509199 509199
The more I read articles from Bullish Bankers, the more I wonder if you guys just sit around and congratulate each other about your titles as opposed to doing some real thinking outside of the educations you are all STILL getting. You've got to question any advice from a bunch of guys who have no real world experience outside of preparing copies for some Hedge Funds.... But I suppose you would lead everyone to believe that you were instrumental in upper-level management decisions. ]]> Tue, 19 May 2009 03:11:16 -0400
The more I read articles from Bullish Bankers, the more I wonder if you guys just sit around and congratulate each other about your titles as opposed to doing some real thinking outside of the educations you are all STILL getting. You've got to question any advice from a bunch of guys who have no real world experience outside of preparing copies for some Hedge Funds.... But I suppose you would lead everyone to believe that you were instrumental in upper-level management decisions. ]]> http://seekingalpha.com/article/138301-wells-fargo-doing-what-it-takes-to-succeed?source=feed#comment-509192 509192 Tue, 19 May 2009 02:56:42 -0400 http://seekingalpha.com/article/82324-aar-a-falling-tide-sinks-all-boats?source=feed#comment-191438 191438 finance.yahoo.com/q/bc... ????? Especially after being a bull through the whole downtrend??? I realize you're putting a hold on it now, but you aren't doing anyone any favors by being a typical sell-side research analyst... This was just a poor call on your part and it hit you like a ton of bricks..... ]]> Mon, 23 Jun 2008 21:51:29 -0400 finance.yahoo.com/q/bc... ????? Especially after being a bull through the whole downtrend??? I realize you're putting a hold on it now, but you aren't doing anyone any favors by being a typical sell-side research analyst... This was just a poor call on your part and it hit you like a ton of bricks..... ]]> http://seekingalpha.com/article/57218-aesthetic-lasers-industry-ceos-shed-some-light?source=feed#comment-105724 105724 Mon, 17 Dec 2007 12:02:35 -0500 http://seekingalpha.com/article/57218-aesthetic-lasers-industry-ceos-shed-some-light?source=feed#comment-105334 105334 Fri, 14 Dec 2007 11:35:37 -0500