raja's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/155251/comments http://seekingalpha.com/article/87642-is-merrill-lynch-throwing-in-the-towel-on-cdos?source=feed#comment-217266 217266
This is not over yet ! Dont let the size of the write downs fool you. Instead of writing down 40 billion at once (and you can imagine what that can do to the stock price) they are splitting it by giving us so-called lower write downs on a monthly basis. Talk of playing the market ]]> Tue, 29 Jul 2008 09:22:39 -0400
This is not over yet ! Dont let the size of the write downs fool you. Instead of writing down 40 billion at once (and you can imagine what that can do to the stock price) they are splitting it by giving us so-called lower write downs on a monthly basis. Talk of playing the market ]]> http://seekingalpha.com/article/84536-big-three-automakers-recapitalization-or-bankruptcy?source=feed#comment-203151 203151
The sins of UAW and their unrealistic demands will rankle them very soon and for a long long time. Bankruptcy is not an option, it is a requirement. Any bail out,half measures or stop gap arrangements will only delay the inevitable, while enhancing the pain as we go further.

By the end of 2009 to mid 2010, I am expecting 2 of the big three to go bankrupt. Take you pick, it does not matter who stays behind to limp back to life]]> Fri, 11 Jul 2008 13:42:07 -0400
The sins of UAW and their unrealistic demands will rankle them very soon and for a long long time. Bankruptcy is not an option, it is a requirement. Any bail out,half measures or stop gap arrangements will only delay the inevitable, while enhancing the pain as we go further.

By the end of 2009 to mid 2010, I am expecting 2 of the big three to go bankrupt. Take you pick, it does not matter who stays behind to limp back to life]]> http://seekingalpha.com/article/82220-gm-and-ford-still-easy-shorts?source=feed#comment-190247 190247


They keep postponing the inevitable - every heard of painful slow death due to a 1,000 cuts and bruises ??
]]> Sun, 22 Jun 2008 12:44:30 -0400


They keep postponing the inevitable - every heard of painful slow death due to a 1,000 cuts and bruises ??
]]> http://seekingalpha.com/article/77781-solar-investors-understand-silicon-supply?source=feed#comment-169943 169943 Mon, 19 May 2008 08:53:34 -0400 http://seekingalpha.com/article/75101-what-s-next-for-microhoo?source=feed#comment-160125 160125 Thu, 01 May 2008 11:51:12 -0400 http://seekingalpha.com/article/71981-a-debate-over-citi?source=feed#comment-148967 148967
They are living on borrowed money from the Fed. Do we know how much they have borrowed?? They are using accounting methodolgy to defer losses, and every trick in the book to make it look not as bad. By the way, since when is borrowing capital good ? especially when it is not for growth, but for survival??

Citi to 10 may be first and more probable than Citi to 40]]> Fri, 11 Apr 2008 10:44:30 -0400
They are living on borrowed money from the Fed. Do we know how much they have borrowed?? They are using accounting methodolgy to defer losses, and every trick in the book to make it look not as bad. By the way, since when is borrowing capital good ? especially when it is not for growth, but for survival??

Citi to 10 may be first and more probable than Citi to 40]]> http://seekingalpha.com/article/71643-garmin-clearly-something-s-not-right?source=feed#comment-148258 148258
The sins of not talking to the press, the shareholders or to wallstreet is taking its toll. Add the economic condition to the mix and you have a recepie for disaster.

When will they be proactive and come out in the open?? ]]> Thu, 10 Apr 2008 10:45:57 -0400
The sins of not talking to the press, the shareholders or to wallstreet is taking its toll. Add the economic condition to the mix and you have a recepie for disaster.

When will they be proactive and come out in the open?? ]]> http://seekingalpha.com/article/71498-have-we-bottomed-yet?source=feed#comment-147141 147141 Tue, 08 Apr 2008 15:07:37 -0400 http://seekingalpha.com/article/70911-why-yesterday-s-optimism-wasn-t-warranted?source=feed#comment-135509 135509
A couple of Investment banks need to go down - just like BSC did. That will cleanse the market and the true value of securities will be revealed. Remember how BSC ( and other inv. firms)was telling it was difficult to evaluate their securities due to the complex nature?? Well, overnight how did they (JPM and the Fed) decide that BSC was worth $2.00 - where was the complexity hidden, and unmasked just like that ??

Time to take a haircut - or should I say, completely shave the head?]]> Wed, 02 Apr 2008 17:03:06 -0400
A couple of Investment banks need to go down - just like BSC did. That will cleanse the market and the true value of securities will be revealed. Remember how BSC ( and other inv. firms)was telling it was difficult to evaluate their securities due to the complex nature?? Well, overnight how did they (JPM and the Fed) decide that BSC was worth $2.00 - where was the complexity hidden, and unmasked just like that ??

Time to take a haircut - or should I say, completely shave the head?]]> http://seekingalpha.com/article/65780-friday-s-turnaround-raid-on-the-shorts?source=feed#comment-118279 118279
If you want to clean it up, then go for the whole thing. Dont whine when the market goes up, just because you are on the wrong side of the fence, or vice versa. Talk of reform - then SEC should bring back the uptick rule; shorting should be banned - how can you sell something that you dont have, even if you are buying it later?? Powerful and rich folks in the market can manipulate so that they can buy back cheap to cover the shorts. I dont need to elaborate with examples - companies have been runied due to one such problem, and there are myriad problems. Can you compensate for the loss to investors ?? Dont tell me you will put the crooks in jail, for it does not get the duped investors their money back. Enron's villians did it, got some jail term and one of them died too - but did the cheated investors get their money back ?? Kick the SEC out for inaction on so many fronts. Stop CNBC/Reuters etc. from reporting any false propaganda.. stop Ackman from repeatedly coming out with 'Dire' news on a day to day basis at the 'right' timing ...

You want a clean slate? then level the playing field and watch as the skeletons fall off the cupboard.

Simple as that. ]]> Sun, 24 Feb 2008 10:49:53 -0500
If you want to clean it up, then go for the whole thing. Dont whine when the market goes up, just because you are on the wrong side of the fence, or vice versa. Talk of reform - then SEC should bring back the uptick rule; shorting should be banned - how can you sell something that you dont have, even if you are buying it later?? Powerful and rich folks in the market can manipulate so that they can buy back cheap to cover the shorts. I dont need to elaborate with examples - companies have been runied due to one such problem, and there are myriad problems. Can you compensate for the loss to investors ?? Dont tell me you will put the crooks in jail, for it does not get the duped investors their money back. Enron's villians did it, got some jail term and one of them died too - but did the cheated investors get their money back ?? Kick the SEC out for inaction on so many fronts. Stop CNBC/Reuters etc. from reporting any false propaganda.. stop Ackman from repeatedly coming out with 'Dire' news on a day to day basis at the 'right' timing ...

You want a clean slate? then level the playing field and watch as the skeletons fall off the cupboard.

Simple as that. ]]>