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loonsong
3 Comments
Manitowoc-Enodis: Not a Poison Pill, But Not Good Strategy Either [view article]
I agree completely; look where refrigeration and sanitation will be critical in the immediate future. Mgmt knows what they are doing.Also, look three yrs or five yrs down the road, not the day to day
blips.
loonsong Apr 21 02:31 PM
Harley-Davidson: Earnings Call Notables [view article]
Good analysis, Todd.Not everyone can tolerate the "time" it takes for things to improve, but for those who can, HOG is an excellent investment.
loonsong Apr 18 10:33 PM
Citigroup: Hoping for a Thaw [view article]
Also, the mark to market number for similar debt doesn't take a hitsince the put isn't included in the pricing.
Smoke and mirrors as usual.
loonsong Apr 09 10:03 PM