mahony

Total Rating:
+2 / -2

7 Comments

    • Sun Nov 16th 10:12 AM | Rating: 0 -2
      Commented on:
      Value Portfolio Produces a Horrendous Report Card
      A Beta of 1.1 means you should only have lost 17% (compared to 15%)!???That's like expecting someone with a 333% batting average to get a third of a hit. If that is how you invest, no wonder you are surprised that your portfolio dropped so much.

      Calling your portfolio "value" is a bit of a stretch anyway. What P/E do you use as a cut 20 or 30? Forward PE's based on estimate from analysts (i.e. cheerleaders)??? You mean the estimates that have been dropping all year? Wow, I hope people aren't following your advice.
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    • Sun Nov 16th 10:01 AM | Rating: +2 0
      Commented on:
      Dear Mr. President-Elect: Advice on Combating White-Collar Crime from a Convicted Felon
      I like your perspective, but alas you are whistling in the wind. Boards of Directors are politicians...you learn this is business school. Lesson 1:Pick a Board that helps with connections (i.e. regulatory hurdles, access to finance, access to politicians, CEO of a major supplier etc.). The money trail will lead you to Lesson 1 every time.

      We will pay some lip service to better financial management for the next few years and then it will be business as usual. We'll call CEO's and CFO before Congress and berate them mercilessly, and they will still go home with what they earned by ill-gotten gains. Hey, you still get to vote and I bet that you (or even more likely your family members) still have a comfortable nest egg.

      The overall lesson is that crime can still pay with low risk and if you are able to pull it off without any criminal activity (pure foolishness ala some of the Wall Street firms) all the better. Shame is dead...
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    • Fri Oct 10th 14:38 PM | Rating: 0 0
      Commented on:
      Weighing the Government Action Options
      Here-here to the above comment. I'd jump at CD's that yield 7-8%
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    • Tue Oct 7th 13:04 PM | Rating: 0 0
      Commented on:
      Browsing Through Lehman Emails
      The hubris is astounding...The funniest part though is that Fuld can sit in front of Congress and Waxman can huff and puff all he wants. The net result is hot air (Waxman) and a still rich CEO (more hot air...ooops sorry, I screwed up)
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    • Fri May 30th 08:59 AM | Rating: 0 0
      Commented on:
      Real GDP and Inflation
      This chart doesn't seem to fit the article..at least Im'm not seeing it
      View article »
    • Wed Mar 19th 10:27 AM | Rating: 0 0
      Commented on:
      Crox Could Rise on Piper's Inventory Comments
      Aaaah...now I see, Piper is the shill for Crocs. That makes the recommendation understandable.
      View article »
    • Wed Mar 19th 09:37 AM | Rating: 0 0
      Commented on:
      Crox Could Rise on Piper's Inventory Comments
      Kids don't buy Crocs anymore...and the knockoffs for $4 are everywhere. Follow Crocs into the trash with Piper. No thanks on the buy high sell low tip.
      View article »
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