donzoab

Total Rating:
+1 / -1

8 Comments

    • Mon Nov 17th 22:01 PM | Rating: +1 -1
      Commented on:
      General Electric: Genuine Risk of Collapse?
      Well written however totally slanted and missing some important facts.
      1. GE has been winning very large contracts in Turbine and energy sectors recently.
      2. GE has access to the TARP funds and the government is supporting their use of commercial paper. This market will eventually open back up. Just takes time
      3. GE is still profitable and growing their cash. Selling assets and issuing some stock has helped them increase their liquidity in time to support operations.
      4. While a great many companies are struggling to borrow money, GE is now well capitalized despite the numbers shown above. With access to the Fed window and TARP, they will have no problem meeting short term debt obligations.
      5. Stating that Buffet has made a huge mistake is quite a leap here. He is very long term minded and his record speaks for itself.
      6. Panic in the markets always make for the best buying opportunities. This one is deep and serious but will eventually recover. GE is not going under here and $10 is a stretch. This is not AIG.
      7. GE can trim operating costs in many ways and Jeff Imelt is doing the best he can in a very difficult environment. Jack Welsh for all his returns destroyed the environment with negligence and greed in many towns, cities and rivers during his tenor. Just ask the people living along the Hudson River. Can you say PCB's.
      Dow 6k could happen but that would just make this a better bargain. My recommendation here is to buy some stock and take a PUT position to limit any future downside, or write covered calls to increase your total return.
      View article »
    • Sun Nov 2nd 08:57 AM | Rating: 0 0
      Commented on:
      The Worst Is Likely Behind Us
      I think you should look further into market history. The dow went nowhere from 1965-1983. During that time the real return was a negative 6%. During that time they didn't have 65 Trillion in CDS's sitting out there. No subprime problems. Banks continue to hoard cash and are not lending. Huge baby boomer population moving into retirement. Add the huge amount of overhead supply now in the stock market and you get set up for a long period or continuous selling into rallies.
      Yes we will see rallies, and the smart patient investor will continue to buy at lower levels and sell into these rallies. however I do not see a strong return to growth in the stock market until 2017 at the earliest.
      View article »
    • Wed Aug 6th 08:52 AM | Rating: 0 0
      Commented on:
      China Medical: Why the Rapid Growth?
      If you look you will see that DSO's dropped qtr over qtr and continue to improve. The switch to reagent sales will help improve this further. Plenty of cash on hand to fund operations and with these margins, bigger returns are coming.
      View article »
    • Sun Jul 27th 08:15 AM | Rating: 0 0
      Commented on:
      Banking Sector: Band-Aids Just Won't Do It
      I totally agree with the author here. Our society today is being destroyed by the utter lack of accountability and responsibility for its own actions. Investors that get burned here have options.
      The government can bail out bad mortgage holders but the CEO's of banks and brokerages are getting away with murder. All the profits and bonuses that have been paid out under this system of unregulated greed infested system only line the pockets of a few at the top. The rest lose their jobs, their homes ,their life savings etc.
      How do you lose BILLIONS of dollars, then get a bonus to leave the company.??? New CEO's come in to FIX the problem while thousands of hard working employees are laid off for short term savings.? How does this system work any better? Wipe out the common holders (AND TAKE AWAY THESE GOLDEN PARACHUTES) and start over
      View article »
    • Fri Jul 11th 07:27 AM | Rating: 0 0
      Commented on:
      MercadoLibre’s Price Target
      While I agree that latin america has tremendous growth potential, MELI remains extremely over valued. This is a very poor region of the world and does not have the spending potential that a larger industrial based county would have. Growth will come but with a PE over 140 and very small user base, small net income, large number of shares outstanding, I would rather own GMKT
      View article »
    • Thu Jun 26th 07:23 AM | Rating: 0 0
      Commented on:
      EMC Corporation: Undervalued and Ripe for Buyout
      Weak math and analysis. First, with the current credit markets today, who is going to come up with this kind of leverage to buy emc??
      Second, VMW is wildly overvalued. They are trading at full value in 2011 prices. Bring VMW down to $25/share and you will have some value to purchase here.
      View article »
    • Fri Mar 28th 09:00 AM | Rating: 0 0
      Commented on:
      Meredith Whitney Threatens Severe Deflation For Your Portfolio
      very onesided commentary. FYI, although Citi held their value in the 50 range for 3 years it was due to management manipulating their losses to hide this disaster. Looking at the potential losses in credit default swaps would make her predictions seem tame. How about putting the blame where it lays, with the CEO's that overlooked all this credit mess and collected HUGE bonus's while putting the average american home in default risk!!
      View article »
    • Sat Mar 15th 21:40 PM | Rating: 0 0
      Commented on:
      The Bailout's Pathetic - Here's Who To Blame
      The most troubling part of all this is CEO's of the investment banks, brokers and everyone involved that KNEW this was garbage lending got paid HUGE bonus's on false premises. Just like Bristol Myers Squibb stuffed the channel to increase bonus pay, (Dolan made Millions in falsifying the numbers), all the wall street and bank execs are making MILLIONS while joe six pack is starving. When is the American public going to get fed up with this, get off their apethetic butts and do something??? Nothing will change as long as the greedy can profit with out real punishment. Pay me $300MM and I will go away too.
      View article »
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