capgain

'AAA' Rated Companies: And Then There Were Six

Let's put things in proper perspective; this is like Joe's Luncheonette lowering their rating on McDonalds.
Jeff Imelt could take a few bucks out of the petty cash drawer and buy S & P!

Dow: An Undervalued 5-Star Market

It's tough to argue with Mr. Johnson's assessment of these major players; most of them are in my portfolio and I am very willing for him to be right! However, AIG (my second largest holding) is problematic. This company is like an out-of-control freight train heading for almost certain disaster. Sullivan is so far over his head it is shameful. It's hard to believe but a good $80 billion has been vaporized to date and I don't see who/ what is going to step in to effect a change in course.

Your over-all take on the major players you mention is probably correct with this one exception.....it almost makes me gag to have to look at the reality of AIG; right now it is OVER-VALUED!!!

Mannkind Slammed: No Guarantees in Drug Safety

North Observer's points are cogent and, unfortunately, probably prescient. Six long-term smokers developing lung cancer is statistically significant? I think we have witnessed a knee-jerk reaction by a "player" that was not really commited to a long term investment. There are now two big "what-ifs". The first is Alfred Mann's resolve to continue pouring his own treasure into this dream; the second is an even bigger hurdle.....finding a marketing partner with the vision and fortitude to prove the nay-sayers wrong.