MSmailbox's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/144634/comments http://seekingalpha.com/article/117634-turning-japanese-the-audacity-of-reality-part-3-of-3?source=feed#comment-405346 405346 TS).

On point #5, regading GM and the other North American Auto Producers... GM can survive, but it must be transformed. This is a rare opportunity for the rebirth of the entire North American Auto Manufacturers... If that group can cooperate with each other and with the US government, then GM can play a part in a new structure, which like Japan, coordinates and maximizes efficiencies, including financial accomodations. Envision the forward-leaning Tesla being mass-produced (at much lower costs), in GM factories, using the experience and resources of that automotive giant. Then, envison these electric cars being exported, worldwide. Nuf, said.]]> Fri, 27 Feb 2009 00:16:21 -0500 TS).

On point #5, regading GM and the other North American Auto Producers... GM can survive, but it must be transformed. This is a rare opportunity for the rebirth of the entire North American Auto Manufacturers... If that group can cooperate with each other and with the US government, then GM can play a part in a new structure, which like Japan, coordinates and maximizes efficiencies, including financial accomodations. Envision the forward-leaning Tesla being mass-produced (at much lower costs), in GM factories, using the experience and resources of that automotive giant. Then, envison these electric cars being exported, worldwide. Nuf, said.]]> http://seekingalpha.com/article/117260-what-s-wrong-with-tarp?source=feed#comment-372020 372020
I am heavily invested in MI, right now... I would say that it's going to be a long wait, but with the volatility we've seen, anything is possible (just so long as the presses keep printing). Honestly, I can imagine situations where MI could go either way, but I am heavily biased towards the positive, in this case.

It looks as if our economy is going through DETOX... Recovery and new life (business activity) await. It may take a while and it may hurt, but the outcome will be something that we can be proud of in fifty years from now.]]> Sat, 31 Jan 2009 12:56:39 -0500
I am heavily invested in MI, right now... I would say that it's going to be a long wait, but with the volatility we've seen, anything is possible (just so long as the presses keep printing). Honestly, I can imagine situations where MI could go either way, but I am heavily biased towards the positive, in this case.

It looks as if our economy is going through DETOX... Recovery and new life (business activity) await. It may take a while and it may hurt, but the outcome will be something that we can be proud of in fifty years from now.]]> http://seekingalpha.com/article/115752-buffett-s-latest-headache-u-s-bancorp?source=feed#comment-363863 363863
One thing about Warran Buffet though, it's a lot easier to recall and note his mistakes, than it is to count his victories, which would take many pages.]]> Fri, 23 Jan 2009 08:05:01 -0500
One thing about Warran Buffet though, it's a lot easier to recall and note his mistakes, than it is to count his victories, which would take many pages.]]> http://seekingalpha.com/article/115489-bad-bank-bad-idea?source=feed#comment-363858 363858 Fri, 23 Jan 2009 07:49:57 -0500 http://seekingalpha.com/article/115239-financial-sector-more-dividend-cuts?source=feed#comment-361772 361772 Wed, 21 Jan 2009 09:28:44 -0500 http://seekingalpha.com/article/112065-gm-proves-there-is-an-alternative-to-bailouts?source=feed#comment-337303 337303 Wed, 24 Dec 2008 03:05:39 -0500 http://seekingalpha.com/article/106925-inflation-is-bad-for-stocks?source=feed#comment-310655 310655
Deflation and over-inflation, are both bad.

Proper inflation, will always get you where you are going, though.

This is right out of the GM Owner's Manual.]]> Thu, 20 Nov 2008 08:23:19 -0500
Deflation and over-inflation, are both bad.

Proper inflation, will always get you where you are going, though.

This is right out of the GM Owner's Manual.]]> http://seekingalpha.com/article/106809-should-gm-be-saved?source=feed#comment-309769 309769 Wed, 19 Nov 2008 09:36:25 -0500 http://seekingalpha.com/article/106681-gm-could-benefit-from-bankruptcy?source=feed#comment-309432 309432 Tue, 18 Nov 2008 20:14:57 -0500 http://seekingalpha.com/article/106334-gm-must-die?source=feed#comment-307733 307733 Mon, 17 Nov 2008 08:26:43 -0500 http://seekingalpha.com/article/102876-fed-watch-more-easing-expected?source=feed#comment-294357 294357
Here's a thought! The dollar is rising, because the prices of US equities have fallen, over the past few months. The stock market is always the leading index, so that's why we are just beginning to see a bull market in the USD. The US dollar must rise inversly, as US equities fall. You own company xyz and it's fundamentals haven't changed over the past 14 months, but it's lost 67% of it's value, in USD. Obviously, since the company hasn't changed, the USD must rise in order to preserve "capital mass." Looking ahead, the stock market must rally and rally big, or we are faced with a USD that could double in value, very soon. :-)]]> Thu, 30 Oct 2008 12:02:09 -0400
Here's a thought! The dollar is rising, because the prices of US equities have fallen, over the past few months. The stock market is always the leading index, so that's why we are just beginning to see a bull market in the USD. The US dollar must rise inversly, as US equities fall. You own company xyz and it's fundamentals haven't changed over the past 14 months, but it's lost 67% of it's value, in USD. Obviously, since the company hasn't changed, the USD must rise in order to preserve "capital mass." Looking ahead, the stock market must rally and rally big, or we are faced with a USD that could double in value, very soon. :-)]]> http://seekingalpha.com/article/102920-home-price-reality-check?source=feed#comment-294338 294338
Qualified, or not... This is exactly my situation. The best reason that I have for determining the value of my home, is so that I can have it reassessed, in order to reduce personal property taxes and insurance premiums. There is always a reason to remain aware of valuations.]]> Thu, 30 Oct 2008 11:47:28 -0400
Qualified, or not... This is exactly my situation. The best reason that I have for determining the value of my home, is so that I can have it reassessed, in order to reduce personal property taxes and insurance premiums. There is always a reason to remain aware of valuations.]]> http://seekingalpha.com/article/99234-potash-corp-liquidity-trouble-ahead?source=feed#comment-287584 287584
I agree with Bob'29... It was the unwinding of hedge fund positons, which caused this extraordinay drop. What else could account for that big of a drop in Potash and others, as well. This is a "synthetic" conditon. An abberation, just as the entire market is skewed, at the moment.

If third quater earnings for POT are good, and I expect them to be very good, they will contrast other fine companies, which are reporting poor earnings. I don't think that the fundamental picture has changed that much. Some big players dumped. If the market recovers from it's "synthetic" depression, I believe that Potash will rocket! Won't the same people who dumped, be back in force, when earnings come out? What about global investors who want to "BUY AMERICAN," just like the bumper sticker says? Won't they be back looking for companies that are sound, but beaten-up by "synthethic" short-term trades. The mood of the market, government(s) actions to spike a reversal, flight to quality, renewal of ethanol as a fuel (I was surprised, by this), solid earnings, recession-resistant product, Chinese demand increasing... But in a market like this, anything is possible.]]> Wed, 22 Oct 2008 02:46:36 -0400
I agree with Bob'29... It was the unwinding of hedge fund positons, which caused this extraordinay drop. What else could account for that big of a drop in Potash and others, as well. This is a "synthetic" conditon. An abberation, just as the entire market is skewed, at the moment.

If third quater earnings for POT are good, and I expect them to be very good, they will contrast other fine companies, which are reporting poor earnings. I don't think that the fundamental picture has changed that much. Some big players dumped. If the market recovers from it's "synthetic" depression, I believe that Potash will rocket! Won't the same people who dumped, be back in force, when earnings come out? What about global investors who want to "BUY AMERICAN," just like the bumper sticker says? Won't they be back looking for companies that are sound, but beaten-up by "synthethic" short-term trades. The mood of the market, government(s) actions to spike a reversal, flight to quality, renewal of ethanol as a fuel (I was surprised, by this), solid earnings, recession-resistant product, Chinese demand increasing... But in a market like this, anything is possible.]]> http://seekingalpha.com/article/100693-expect-more-misery-in-earnings?source=feed#comment-287058 287058 Tue, 21 Oct 2008 11:07:41 -0400 http://seekingalpha.com/article/100780-must-settle-cramer-s-stop-trading-10-20-08?source=feed#comment-287040 287040 LONG), in him. He was way overbought, but I see him as fairly valued at this point. I don't believe that he's going to fold, his bubble has been deflated and downside risk is minimal. If he can put a frame around this recovery, explain what's going on and not make too many outlandish predictions, I predict that Cramer will bounce back, in tandem with the market. If the market should completely collapse, then we won't need Cramer, anyway. Low risk, good value and the potential for a recovery. I don't believe that he'll be bought out, but that's something which he wouldn't mention, even if he were in talks with another network. Now is the time to buy Cramer, if you believe in him! If you wait for him to start climbing again, youll proabably miss a good part of the upside on this man. Good Luck, Cramer... Don't disappoint us, again.]]> Tue, 21 Oct 2008 10:48:57 -0400 LONG), in him. He was way overbought, but I see him as fairly valued at this point. I don't believe that he's going to fold, his bubble has been deflated and downside risk is minimal. If he can put a frame around this recovery, explain what's going on and not make too many outlandish predictions, I predict that Cramer will bounce back, in tandem with the market. If the market should completely collapse, then we won't need Cramer, anyway. Low risk, good value and the potential for a recovery. I don't believe that he'll be bought out, but that's something which he wouldn't mention, even if he were in talks with another network. Now is the time to buy Cramer, if you believe in him! If you wait for him to start climbing again, youll proabably miss a good part of the upside on this man. Good Luck, Cramer... Don't disappoint us, again.]]> http://seekingalpha.com/article/100596-why-are-investors-returning-to-the-dollar?source=feed#comment-286896 286896
Obviously, I haven't panicked and sold my shrinking portfolio. I'm not quite sure what a treasury is, but it sounds like "the government," to me. So, I too am still grasping for falling knives... Five times, I have bought shares in POT, each time lower than the time before. I broke open my last CD, in order to handle a margin call, and to buy more POT. I like American companies, be it North American, Central American, or South American. As long as it's American, I don't discriminate, at least not by latitude. Solid companies, with great long-term outlooks and wise management teams, have a peculiar appeal to me. Potash fits the description. Earnings will be out, 10/23.]]> Tue, 21 Oct 2008 01:34:31 -0400
Obviously, I haven't panicked and sold my shrinking portfolio. I'm not quite sure what a treasury is, but it sounds like "the government," to me. So, I too am still grasping for falling knives... Five times, I have bought shares in POT, each time lower than the time before. I broke open my last CD, in order to handle a margin call, and to buy more POT. I like American companies, be it North American, Central American, or South American. As long as it's American, I don't discriminate, at least not by latitude. Solid companies, with great long-term outlooks and wise management teams, have a peculiar appeal to me. Potash fits the description. Earnings will be out, 10/23.]]> http://seekingalpha.com/article/100458-why-it-is-important-to-start-reinvesting-now?source=feed#comment-285476 285476 Sun, 19 Oct 2008 02:32:50 -0400 http://seekingalpha.com/article/100533-fundamental-valuation-how-low-could-we-go?source=feed#comment-285417 285417 Sat, 18 Oct 2008 22:31:00 -0400 http://seekingalpha.com/article/98421-obama-mccain-stock-comparison?source=feed#comment-283580 283580
Mike Sanders 9:54PMOct 15th 2008

I am encouraged by Senator Obama's unconditional support for Israel! Too often, our federal government has tried to meddle, in the internal affairs of other nations (and our own states, for that matter!) When you offer a true gift, which comes from a pure heart, it does not come with "strings attached." I am proud to see that Senator Obama wishes to end, using our federal government resources (our tax money), to strong-arm individuals, states and other countries. As long as he writes this into our Constitution and exercises good judgement, I see no problem. Giving to Israel has always been a good cause, but Obama must realize that putting Israel first, means supporting their decisions and not using that money as either a bribe, or as extortion by threatening to withdraw it, should Israel change direction. That's what true freedom and self-less giving are all about! Let's make sure this is exactly what he intends to do, and is bound to do, before we hand over the keys to the White House, since he's our public servant and not the other way around. We will support him, for as long as he does not interfere with an individual's Constitutional rights, our State's rights, and the right of other countries to self-determination. Let's make sure that he's understands this, because I wouldn't want him to get in and then, decide to impair Liberty! :-)]]> Thu, 16 Oct 2008 09:34:38 -0400
Mike Sanders 9:54PMOct 15th 2008

I am encouraged by Senator Obama's unconditional support for Israel! Too often, our federal government has tried to meddle, in the internal affairs of other nations (and our own states, for that matter!) When you offer a true gift, which comes from a pure heart, it does not come with "strings attached." I am proud to see that Senator Obama wishes to end, using our federal government resources (our tax money), to strong-arm individuals, states and other countries. As long as he writes this into our Constitution and exercises good judgement, I see no problem. Giving to Israel has always been a good cause, but Obama must realize that putting Israel first, means supporting their decisions and not using that money as either a bribe, or as extortion by threatening to withdraw it, should Israel change direction. That's what true freedom and self-less giving are all about! Let's make sure this is exactly what he intends to do, and is bound to do, before we hand over the keys to the White House, since he's our public servant and not the other way around. We will support him, for as long as he does not interfere with an individual's Constitutional rights, our State's rights, and the right of other countries to self-determination. Let's make sure that he's understands this, because I wouldn't want him to get in and then, decide to impair Liberty! :-)]]> http://seekingalpha.com/article/99941-is-it-safe?source=feed#comment-282832 282832 Wed, 15 Oct 2008 09:51:57 -0400 http://seekingalpha.com/article/99941-is-it-safe?source=feed#comment-282819 282819
Hmm... I'm getting 3.3% on a large CD. I had a small CD, back then... It was 11.5% on a 6 month maturity. I will never for get that... 11.5%. :-)]]> Wed, 15 Oct 2008 09:40:50 -0400
Hmm... I'm getting 3.3% on a large CD. I had a small CD, back then... It was 11.5% on a 6 month maturity. I will never for get that... 11.5%. :-)]]> http://seekingalpha.com/article/99786-earnings-preview-marshal-ilsley-corp?source=feed#comment-282814 282814 Wed, 15 Oct 2008 09:34:53 -0400 http://seekingalpha.com/article/99786-earnings-preview-marshal-ilsley-corp?source=feed#comment-282811 282811 Wed, 15 Oct 2008 09:32:37 -0400 http://seekingalpha.com/article/99786-earnings-preview-marshal-ilsley-corp?source=feed#comment-282797 282797 Wed, 15 Oct 2008 09:21:09 -0400 http://seekingalpha.com/article/98421-obama-mccain-stock-comparison?source=feed#comment-280033 280033 Sat, 11 Oct 2008 17:29:10 -0400 http://seekingalpha.com/article/99393-act-defensively-but-not-from-fear?source=feed#comment-279763 279763 Sat, 11 Oct 2008 10:35:03 -0400 http://seekingalpha.com/article/99322-potash-corp-no-liquidity-problems-here?source=feed#comment-279729 279729 Sat, 11 Oct 2008 10:00:26 -0400 http://seekingalpha.com/article/98445-is-agriculture-dead?source=feed#comment-273462 273462 Sat, 04 Oct 2008 12:48:28 -0400 http://seekingalpha.com/article/96601-buy-sell-or-hold-potash-deserves-another-look?source=feed#comment-272584 272584 Fri, 03 Oct 2008 10:29:15 -0400 http://seekingalpha.com/article/98120-don-t-get-sanguine-about-this-bill?source=feed#comment-271171 271171 Wed, 01 Oct 2008 23:57:28 -0400