jegan ;-)

Total Rating:
+11 / -11

670 Comments

    • Sat Oct 25th 19:55 PM | Rating: 0 0
      Commented on:
      Why We Need Greed
      There is a difference between 'unbridled greed' (as a Gordon Gekko character in 'Wall Street') and good business practices.

      Unbridled greed encourages CEOs to line their own pockets while throwing their shareholders to the wolves. It means bald faced lies, cooking the books and leaving the mess for chance, the future managers, and in the most recent case the taxpayer to wipe their behinds.

      Good business practice requires that you stay current in your business, not turn a blind eye to problems, be open and honest with your shareholders and do the sometimes unpleasant to maintain the integrity of your business, the people that work for you, your shareholders and ultimately, the taxpayers.

      Good business models : CHK FCX AAPL DNA
      Bad business models : AIG BAC GE SHLD

      jegan ;-)
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    • Sat Oct 25th 19:48 PM | Rating: 0 0
      Commented on:
      20-20 Hindsight: The Companies That Just Said No
      Well... Then you'll be pleased to know you can still get in on ImBev's purchase of BUD... Due to go to a vote on Nov 12, with a strong commitment. Stock price at $57+, sale price $70.

      And ROH to be purchased by DOW.. Supposed to go through Jan 2009, Stock Price is now $68.57 and purchase price is set at $78.

      Both are committed sales, both stock prices have been hammered by the drop in the market, fund redemptions and the feeling that the sale may not go through, or be renegotiated.

      Who knows?!?

      jegan ;-)
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    • Sat Oct 25th 19:41 PM | Rating: 0 0
      Commented on:
      Market Outlook: Seize the Day
      We get out of bed, because the scotch is kept in a cabinet adjacent to the stove and I don't have an ice machine in my bedroom... Silly!

      All kidding aside, read Barrons... Sure, they aren't always right, but they had three articles this weekend and several opinions from long term investors that the market **may** bounce, but will probably decline from these levels. I'm also 1/2 through Louise Yamada's book.... Boy, was she ever prescient... And I've listened to several recent interviews with her. She doesn't get much airplay here in the US, but they have her on a lot overseas. The last two interviews were in India and can be accessed by Googling

      Forbes Roundtable
      The Charts Are Ugly
      Forbes.com staff 07.17.08, 3:08 PM ET

      (Sorry... I'd post the link, but apparently SeekingAlpha has plotted to not allow links... )

      Ignoring for the time being that the market is a leading indicator, consider that we still have not resolved the credit mess, foreclosures or fund redemptions. Nor have we even begun to address slowing sales, more foreclosures entering the market, credit card problems or commercial vacancies. That's not even considering the impact of the drop in people's home values and retirement funds. Then! Lets look at what just happened on Friday! Seems the rest of the world just woke up to the fact that their economies also suck!

      And that's just the beginning.

      You want advice... Wait for the runup... Expected to be in the range of 1050, give or take. Sell all your holdings... Wait for a confirmed downturn (This wold be the C leg of an Elliott Wave) And buy Ultrashort S&P, Ultrashort Emerging Markets and if oil has bottomed by DIG. At least, that's what I'm going to do.

      See ya at DOW 7200!!! Byyyyyyyyeeeeeeeee.......

      jegan ;-)
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    • Sat Oct 25th 19:25 PM | Rating: 0 0
      Commented on:
      Trading in Key ETFs
      Aside from all the short and ultrashort ETFs, which are doing just peachy, you neglected my favorite 'VAL', which is a VIX weighted Valium per capita consumption ETF ... It;s going gang-busters... Up 68% this week alone!

      jegan ;-)
      View article »
    • Fri Oct 24th 15:53 PM | Rating: 0 0
      Commented on:
      Four Myths Created in the Financial Crisis
      Kind of hard to really believe anything that comes from this administration... An old supervisor of mine used to say "Perception is everything!"... Bush's lackeys just call it 'spin'...

      jegan
      View article »
    • Fri Oct 24th 14:03 PM | Rating: +1 0
      Commented on:
      3G Embedded Netbooks: A Killer Product?
      A growth business in Japan according to a Microsoft analyst on 'Fast Money' yesterday. She was concerned regarding Microsofts implementation of XP on these units rather than Vista as the return on each sale is 1/2 for XP vs Vista....

      jegan ;-)

      GOP for Obama .... Hey! have you seen Oliver Stone's 'W' yet..
      View article »
    • Fri Oct 24th 13:40 PM | Rating: 0 0
      Commented on:
      Dividend Investing: Eight Companies with Positive Feedback
      I agree .. If you can't trust gold to go up in this market (and it isn't.. ) then you at least need good high dividends. And that's what I'm looking at.. I want a basket of solid companies with high dividends that should jump when the world gets off the pot.

      To axelrod608's, I'll throw in some coal, a copper co, shippers and some dividend funds:

      ARLP, PCU, FRO, PRGN, ADO, AGD.... It's probably time to begin looking at some REITS as well.. Not commercial REITS, but those that cater to medical use.

      jegan ;-)
      View article »
    • Thu Oct 23rd 17:26 PM | Rating: 0 0
      Commented on:
      Bespoke's Commodity Snapshot (10/23/08)
      Thanks for the charts.... Think I'll chug my Valium with a glass of orange juice... That's the only commodity off the bottom... jegan ;-)
      View article »
    • Thu Oct 23rd 15:06 PM | Rating: 0 0
      Commented on:
      Agrochemical Sector a Bright Spot in Slowing Global Economy
      Syngenta reported good numbers and MOS tanks 12% the same day.... Hmm

      jegan ;-)

      Disclosure : Long MOS, Short Patience.
      View article »
    • Thu Oct 23rd 15:04 PM | Rating: 0 0
      Commented on:
      The Global Lighting Market by the Numbers, Courtesy of Philips
      When I interviewed with a company that sold lighting, the manager took me out to the back of his house at night and swung his arm over the city panorama below saying "See all those lights. Those are all customers.." ... An epiphany.

      jegan ;-)
      View article »
    • Thu Oct 23rd 11:37 AM | Rating: 0 0
      Commented on:
      Bubble Also Caused by Neomercantlists
      xander... We have tried punitive tariffs and political pressure... And received nothing but bad results.

      jegan ;-)
      View article »
    • Thu Oct 23rd 00:54 AM | Rating: 0 0
      Commented on:
      My Eight Themes for 2008 Are Paying Off
      My question is.. Does he believe in his own prognostication? If he doesn't, why should you. There are a million opinions out there .

      jegan ;-)
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    • Wed Oct 22nd 19:47 PM | Rating: 0 0
      Commented on:
      Bubble Also Caused by Neomercantlists
      Very valid points. Unlike the first poster, I understand what you are saying. In fact, China and Japan both hold a ton of our paper in order to give us the capital to spend. This actually is old news and has been reported many times in the last few years.

      If those **horrible** banks are guilty of lending underqualified homeowners, if those **terrible** credit card issuers are guilty of handing out credit to unemployed college kids, if Reno is **reprehensible** for extending margin to gamblers.... Then where is the big difference.

      Merkel is right. Foreign lenders are just as responsible in this mess as we are.

      jegan

      GOP for Obama
      View article »
    • Wed Oct 22nd 19:39 PM | Rating: 0 0
      Commented on:
      Wachovia Losses Outpace Expectations - RBC Analyst
      Gee! I really wish this was BofA or WFC... I really hate doing business with them. Wachovia and Wamu were really nice places to do business.... I get a perverse sense of glee when BofA and WFC stocks drop.... Even if it is like watching your own leg get fed into a woodchipper..

      jegan
      View article »
    • Wed Oct 22nd 17:39 PM | Rating: 0 0
      Commented on:
      My Eight Themes for 2008 Are Paying Off
      Why don't you tell us if you "walked your talk." Did you invest your own money in the above fashion or did you pull a Bogle and sit on some funds? Enquiring minds want to know....

      jegan ;-)
      View article »
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