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  • Surveying The Defense Industry [View instapost]
    Do you know BA's asset can't cover its liabilities?
    Apr 30 00:57 am |Rating: 0 0 |Link to Comment
  • Healthy earnings from Ford (F) gave futures a boost, and major indexes look set to open higher. Government is expected to start sharing preliminary stress test results some time today; hard to predict where that goes. For now, Dow futures +0.5% at 7957. S&P +0.7% to 854.50. Nasdaq +0.9%.  [View news story]
    Will Ford turn around? Just see how many times the management change their promise time when F will break even.
    Apr 24 09:46 am |Rating: 0 0 |Link to Comment
  • Boeing's (BA) announcement last week that it would cut commercial aircraft production is probably just the beginning, Cowen & Co. says in a note this morning. Firm predicts this cycle's downturn will be worse than the 14% dips seen in the three previous airplane delivery declines. BA -7.4%.  [View news story]
    BA has 3500 airplane backlog??? If BA had that much backlog, why its inventory increased from 2005? Is BA's management honest????
    Apr 13 12:14 pm |Rating: 0 0 |Link to Comment
  • Bailout Comedy of the Week: Deciding the Fate of American Companies on SNL [View article]
    Big government won't work. We'll suffer 4 more years unfortunately.
    Apr 13 10:44 am |Rating: 0 0 |Link to Comment
  • AutoZone Is Headed for a Near-Term Breakdown: Time to Short [View article]
    Let's see major holders of AZO at Yahoo!Financial. Institutions hold 108% of float shares!!! Short squeezed? Absolutely!

    * RBS PARTNERS, L.P. hold 40.67%, 23,370,297 shares. This hedge fund is backed by billionaire Edward Lampert.

    Short interest rate are so high that this offers market maker a good chance to squeeze your short position.

    * Shares Outstanding5:54.69M
    * Float:54.08M
    * Shares Short (as of 10-Mar-09)3:6.22M
    * Short Ratio (as of 10-Mar-09)3:2.8
    * Short % of Float (as of 10-Mar-09)3:11.50%


    On Mar 08 09:45 PM texas6006 wrote:

    > All these things could have been said about AZO 3 months ago. You
    > did not even mention that this Company has the worst balance sheet
    > ever, loaded with debt in this tight credit environment. The fact
    > is that it keeps defying gravity because everyone knows what is wrong
    > with the Company and take the same (sell) side amd we end up with
    > too many shorts. My March puts are expiring worthless in this kind
    > of market. That is just insane.
    Apr 08 10:25 am |Rating: 0 0 |Link to Comment
  • What If Hovnanian's Equity Goes To Zero? [View article]
    I agree! HOV is near bankruptcy with its high leverage.

    Let me share a funny story:
    When I visited HOV's homes, the seller told me that HOV had its mortgage company and didn't own much debt to bank. HOV would be very stable.

    I told her HOV's balance sheet didn't look good.

    She said, "We have over 800 million cash".

    I smiled. We lived in the funny world. I didn't want to hurt her feeling by the words: HOV's asset couldn't cover its liability, let alone more than 2 billion debt.
    Mar 28 02:52 am |Rating: 0 0 |Link to Comment
  • AutoZone Is Headed for a Near-Term Breakdown: Time to Short [View article]
    AZO is not a well-run company at all. Its inventory kept on increasing(in million US$)
    * 1,663.86/2005
    * 1,846.65/2006
    * 2,007.43/2007
    * 2,150.11/2008


    On Mar 09 02:45 PM TBill wrote:

    > Yup, you are crazy. Well, not all that crazy as you said for long
    > term investors to keep the stock. Who knows where it will go short
    > term?
    > AZO is a well run company, doing a much better job than PBY. [Shorting
    > PBY might be a good hedge for AZO.]
    > I've owned it for a while, very happy with it, but due to market
    > conditions have sold out of the money calls on it. Keep watching
    > the top and bottom lines. As long as the numbers hold up, keep the
    > stock.
    Mar 28 02:19 am |Rating: 0 0 |Link to Comment
  • AutoZone Is Headed for a Near-Term Breakdown: Time to Short [View article]
    You got the point. AZO has too high leverage.


    On Mar 08 05:00 PM Pj568 wrote:

    > Seems like a reasonable short as the AZO buyback policy has levered
    > up the balance sheet to 85x with no working capital and 300M of debt
    > due this year. Don't understand why they want to take this gamble.
    Mar 28 02:00 am |Rating: 0 0 |Link to Comment
  • February Wrap-Up: 252 Banks on FDIC Watch List, Gold Pull Back, Dow Declines (Again) [View article]
    Where to find the troubled bank list if possible?
    Mar 28 01:12 am |Rating: 0 0 |Link to Comment
  • February Wrap-Up: 252 Banks on FDIC Watch List, Gold Pull Back, Dow Declines (Again) [View article]
    Where to find the list if possible?
    Mar 28 01:10 am |Rating: 0 0 |Link to Comment
  • Boeing's Bad Balance Sheet May Doom It [View article]
    Great article. Totally agree. BA is the next candidate of government bailout.
    Mar 17 03:06 am |Rating: 0 0 |Link to Comment
  • ETF Update: Currency ETFs, Investing in Single Countries, Implications of the China ETF Rally [View article]
    BZF delisted
    May 05 11:12 am |Rating: 0 0 |Link to Comment
  • Pause For Concern On Chinese Currency ETN [View article]
    China Investment Corporation (CIC) bought a 9.9% stake of Morgan Stanley worth US$ 5 billion on December 19, 2007.
    Apr 11 22:38 pm |Rating: 0 0 |Link to Comment
  • Currency ETFs and ETNs [View article]
    Is there any ETF/ETN for Brazilian real?
    Mar 28 01:06 am |Rating: 0 0 |Link to Comment
  • Buffett's Berkshire Hathaway Buying Kraft Foods, GlaxoSmithKline; Selling Iron Mountain [View article]
    Thanks for your info! 13F can be used as a great tool to track master like Buffet
    Mar 17 01:08 am |Rating: 0 0 |Link to Comment
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