mahony's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/165669/comments http://seekingalpha.com/article/131340-jawbone-whither-foreclosures?source=feed#comment-466354 466354 Fri, 17 Apr 2009 09:19:06 -0400 http://seekingalpha.com/article/130554-will-we-see-the-gradual-nationalization-of-government-contractors?source=feed#comment-461050 461050 Sun, 12 Apr 2009 22:17:53 -0400 http://seekingalpha.com/article/125543-prosecuting-those-who-caused-the-recession-could-have-unintended-consequences?source=feed#comment-422993 422993
I would really love the chance to screw up, get a huge payout and then be forced to testify in front of Congress. The media makes it sound sooooo terrible, but even calling it a slap on the wrist is overkill. Congress is a joke.]]> Thu, 12 Mar 2009 09:36:33 -0400
I would really love the chance to screw up, get a huge payout and then be forced to testify in front of Congress. The media makes it sound sooooo terrible, but even calling it a slap on the wrist is overkill. Congress is a joke.]]> http://seekingalpha.com/article/117963-hingham-institution-for-savings-america-s-cheapest-bank-stock?source=feed#comment-373397 373397
This banks portfolio probably represents a higher quality of portfolio in the sense that people are still trying to buy into those neigborhoods that offer peace, security (financial and otherwise) and nice living near the ocean and high-paying employers.]]> Mon, 02 Feb 2009 11:37:28 -0500
This banks portfolio probably represents a higher quality of portfolio in the sense that people are still trying to buy into those neigborhoods that offer peace, security (financial and otherwise) and nice living near the ocean and high-paying employers.]]> http://seekingalpha.com/article/117073-hello-cloud-storage-goodbye-consumer-hard-disk-drives?source=feed#comment-368850 368850
1) NAS hard drive type storage is still very cheap and paying a monthly bill like a cell phone to store 500GB of pictures is still a mental stretch for people

2) Most people's connections are still far too slow to work with gigabytes of data on a regular basis

3) Rapidly dropping prices of high-density storage media (sd cards, memory sticks etc.) and the ability to access them without internet connectivity makes them far more useful in the near term (I know this is similar to #1 above)

4) The Cloud effect was EMC's dream-come-true in 2000 (they didn't call it that, but it's what they preached) and yet even coroporations haven't moved into the cloud by 2009, so I think it will take consumers a fair bit of time before they will jump into cloud computing in a big way.

]]> Wed, 28 Jan 2009 13:22:11 -0500
1) NAS hard drive type storage is still very cheap and paying a monthly bill like a cell phone to store 500GB of pictures is still a mental stretch for people

2) Most people's connections are still far too slow to work with gigabytes of data on a regular basis

3) Rapidly dropping prices of high-density storage media (sd cards, memory sticks etc.) and the ability to access them without internet connectivity makes them far more useful in the near term (I know this is similar to #1 above)

4) The Cloud effect was EMC's dream-come-true in 2000 (they didn't call it that, but it's what they preached) and yet even coroporations haven't moved into the cloud by 2009, so I think it will take consumers a fair bit of time before they will jump into cloud computing in a big way.

]]> http://seekingalpha.com/article/117065-bailed-out-executives-will-repeat-mistakes-if-we-keep-rewarding-their-failures?source=feed#comment-368820 368820 Wed, 28 Jan 2009 13:05:56 -0500 http://seekingalpha.com/article/116728-obama-insists-cars-improve-fuel-efficiency-by-40?source=feed#comment-367401 367401
Sure they'll add a few hybrid SUV's to boost the numbers there from 17MPG to 19 MPG, but that is not real change. Where are the cars that get 45+ (you know the ones they already sell in Europe)?]]> Tue, 27 Jan 2009 08:55:51 -0500
Sure they'll add a few hybrid SUV's to boost the numbers there from 17MPG to 19 MPG, but that is not real change. Where are the cars that get 45+ (you know the ones they already sell in Europe)?]]> http://seekingalpha.com/article/114806-taxes-so-complicated-even-the-folks-in-charge-can-t-get-it-right?source=feed#comment-355833 355833 Wed, 14 Jan 2009 14:44:25 -0500 http://seekingalpha.com/article/111901-rent-vs-buy-buying-becomes-more-attractive?source=feed#comment-335834 335834 Mon, 22 Dec 2008 12:21:58 -0500 http://seekingalpha.com/article/109895-nationalizing-detroit?source=feed#comment-324712 324712
Sounds like Ivory Tower stuff. Talk about the law of unintended consequences! Car welfare! Who would insure this crap! what constitues "able to afford"? This has so much potential for fraud it's amazing.]]> Tue, 09 Dec 2008 12:03:20 -0500
Sounds like Ivory Tower stuff. Talk about the law of unintended consequences! Car welfare! Who would insure this crap! what constitues "able to afford"? This has so much potential for fraud it's amazing.]]> http://seekingalpha.com/article/109876-auto-industry-rescue-delays-the-inevitable?source=feed#comment-324545 324545
I find it hard to believe that a company that sells 150,000 cars per month at $20k a pop cannot turn a profit. A monkey with a typewriter could run GM better than it currently is. The proof is right on Lutz's lips when he says "it's not the CEO's fault...he's done a good job and the mean economy did all of this bad stuff". The Captain of the ship is responsible for the ship. And GM has been sinking for years, not just this year. Reference the Seeking Alpha Article (I can't remember the author) who said that after analyzing the Big 3 many years ago that they were technically bankrupt and that you should run screaming from their bonds (never mind there stock). The fact that Lutz feels as he does is proof positive that GM management does not get it.

Nationalization and a car czar is a joke....who is the drug czar again? Ask Russians how those state built cars are working out. If car sales are falling, nationalizing the industry isn't going to get Americans to buy more cars....it just props up a weak business model at the taxpayer expense. I feel for people who lose jobs, but those jobs are going away whether GM goes into bankruptcy or not (actually bankruptcy at least has the chance to save more jobs if GM can emerge with good management).]]> Tue, 09 Dec 2008 09:38:23 -0500
I find it hard to believe that a company that sells 150,000 cars per month at $20k a pop cannot turn a profit. A monkey with a typewriter could run GM better than it currently is. The proof is right on Lutz's lips when he says "it's not the CEO's fault...he's done a good job and the mean economy did all of this bad stuff". The Captain of the ship is responsible for the ship. And GM has been sinking for years, not just this year. Reference the Seeking Alpha Article (I can't remember the author) who said that after analyzing the Big 3 many years ago that they were technically bankrupt and that you should run screaming from their bonds (never mind there stock). The fact that Lutz feels as he does is proof positive that GM management does not get it.

Nationalization and a car czar is a joke....who is the drug czar again? Ask Russians how those state built cars are working out. If car sales are falling, nationalizing the industry isn't going to get Americans to buy more cars....it just props up a weak business model at the taxpayer expense. I feel for people who lose jobs, but those jobs are going away whether GM goes into bankruptcy or not (actually bankruptcy at least has the chance to save more jobs if GM can emerge with good management).]]> http://seekingalpha.com/article/108766-america-s-tryptophan-hangover?source=feed#comment-318817 318817
People are MORONS]]> Tue, 02 Dec 2008 10:03:14 -0500
People are MORONS]]> http://seekingalpha.com/article/106704-my-reconsideration-why-share-buybacks-are-pointless?source=feed#comment-310850 310850
This whole article seems a bit naive. The buyback is abused (duh) just like every other technique to lift stock prices. Companies announce buybacks at outrageously high value (just plain dumb), buy with one hand while borrowing with the other, fail to follow through on announced buybacks, buy back and then issue new shares shortly thereafter, buy back to counter poor perception and the list goes on. Just because it is poorly executed in many cases, doesn't mean it's bad or doesn't work. In the long run people will prefer the company that increases the profits associated with it's doing business. Lower number of shares increases that profit to price ratio (or lowers P/E), which ultimately is the goal of any owner.]]> Thu, 20 Nov 2008 11:27:43 -0500
This whole article seems a bit naive. The buyback is abused (duh) just like every other technique to lift stock prices. Companies announce buybacks at outrageously high value (just plain dumb), buy with one hand while borrowing with the other, fail to follow through on announced buybacks, buy back and then issue new shares shortly thereafter, buy back to counter poor perception and the list goes on. Just because it is poorly executed in many cases, doesn't mean it's bad or doesn't work. In the long run people will prefer the company that increases the profits associated with it's doing business. Lower number of shares increases that profit to price ratio (or lowers P/E), which ultimately is the goal of any owner.]]> http://seekingalpha.com/article/106227-value-portfolio-produces-a-horrendous-report-card?source=feed#comment-307096 307096
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.]]> Sun, 16 Nov 2008 10:12:25 -0500
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.]]> http://seekingalpha.com/article/106223-dear-mr-president-elect-advice-on-combating-white-collar-crime-from-a-convicted-felon?source=feed#comment-307080 307080
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...]]> Sun, 16 Nov 2008 10:01:03 -0500
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...]]> http://seekingalpha.com/article/99405-weighing-the-government-action-options?source=feed#comment-279214 279214 Fri, 10 Oct 2008 14:38:10 -0400 http://seekingalpha.com/article/98902-browsing-through-lehman-emails?source=feed#comment-275921 275921 Tue, 07 Oct 2008 13:04:30 -0400 http://seekingalpha.com/article/79500-real-gdp-and-inflation?source=feed#comment-176590 176590 Fri, 30 May 2008 08:59:42 -0400 http://seekingalpha.com/article/69200-crox-could-rise-on-piper-s-inventory-comments?source=feed#comment-128761 128761 Wed, 19 Mar 2008 10:27:36 -0400 http://seekingalpha.com/article/69200-crox-could-rise-on-piper-s-inventory-comments?source=feed#comment-128733 128733 Wed, 19 Mar 2008 09:37:47 -0400