BlueDome's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/178187/comments http://seekingalpha.com/article/98378-case-shiller-eight-years-of-real-estate?source=feed#comment-272589 272589 Fri, 03 Oct 2008 10:33:32 -0400 http://seekingalpha.com/article/98132-berkshire-hathaway-class-b-shares-attractive-here?source=feed#comment-271437 271437 Thu, 02 Oct 2008 09:43:37 -0400 http://seekingalpha.com/article/96685-why-drill-baby-drill-does-not-translate-into-effective-national-energy-policy?source=feed#comment-270488 270488 Republicans have always advocated subsidizing the oil business, and fought subsidizing alternative energy. That is historical fact and you shouldn't deny it just because oil prices have suddenly gone up in the last year and it now looks dumb. A year ago you wouldn't have seen any reason to support alternative energy and neither would your party, because it doesn't look ahead.]]> Wed, 01 Oct 2008 12:01:55 -0400 Republicans have always advocated subsidizing the oil business, and fought subsidizing alternative energy. That is historical fact and you shouldn't deny it just because oil prices have suddenly gone up in the last year and it now looks dumb. A year ago you wouldn't have seen any reason to support alternative energy and neither would your party, because it doesn't look ahead.]]> http://seekingalpha.com/article/96659-ban-on-short-selling-could-have-negative-consequences-for-options-market?source=feed#comment-261468 261468 Mon, 22 Sep 2008 11:22:01 -0400 http://seekingalpha.com/article/96166-marc-andreessen-on-financial-crises-no-ipos-and-obama?source=feed#comment-261428 261428 Mon, 22 Sep 2008 10:56:43 -0400 http://seekingalpha.com/article/92867-the-people-s-republic-of-america?source=feed#comment-240059 240059 like them apples, republicans? Doesn't really match your party's rhetoric, does it?]]> Wed, 27 Aug 2008 11:07:25 -0400 like them apples, republicans? Doesn't really match your party's rhetoric, does it?]]> http://seekingalpha.com/article/92387-what-the-homebuilders-are-telling-us?source=feed#comment-239384 239384
Places where average prices were 10 times average household incomes (california for one), the real estate will continue to fall at least until they reach whatever premium these places deserve as nice places to live. But in places where prices never went out of sight, they won't fall much either.

That assumes constant interest rates. If rates go up, prices will fall everywhere because it decreases affordability.
]]> Tue, 26 Aug 2008 12:42:27 -0400
Places where average prices were 10 times average household incomes (california for one), the real estate will continue to fall at least until they reach whatever premium these places deserve as nice places to live. But in places where prices never went out of sight, they won't fall much either.

That assumes constant interest rates. If rates go up, prices will fall everywhere because it decreases affordability.
]]> http://seekingalpha.com/article/92379-the-obama-plan-we-can-t-entitle-our-way-out-of-paying-taxes?source=feed#comment-238390 238390
www.nytimes.com/2008/0...]]> Mon, 25 Aug 2008 10:29:22 -0400
www.nytimes.com/2008/0...]]> http://seekingalpha.com/article/76683-china-cosco-ride-the-dry-bulk-profit-wave?source=feed#comment-226913 226913 Sat, 09 Aug 2008 20:06:43 -0400 http://seekingalpha.com/article/76989-book-review-david-einhorn-s-fooling-some-of-the-people-all-of-the-time?source=feed#comment-195638 195638
I have to say, if it was easy to return 18%, a lot of companies would be doing it. It suggests "too good to be true".
]]> Mon, 30 Jun 2008 01:15:24 -0400
I have to say, if it was easy to return 18%, a lot of companies would be doing it. It suggests "too good to be true".
]]> http://seekingalpha.com/article/82270-a-real-iphone-challenger-barron-s?source=feed#comment-191102 191102
Enough I think that HTC would do well if it has the best iphone-like phone.

If AT&T and/or Verizon start offering internet
on phones for free or close to free, possibly ad supported, the market for touch screen phones is going to EXPLODE!]]> Mon, 23 Jun 2008 14:11:23 -0400
Enough I think that HTC would do well if it has the best iphone-like phone.

If AT&T and/or Verizon start offering internet
on phones for free or close to free, possibly ad supported, the market for touch screen phones is going to EXPLODE!]]> http://seekingalpha.com/article/82274-selling-wave-about-to-overwhelm-interventionists?source=feed#comment-190888 190888
Is there one fact, or explain opinion, in here? ]]> Mon, 23 Jun 2008 11:00:52 -0400
Is there one fact, or explain opinion, in here? ]]> http://seekingalpha.com/article/80582-transocean-cheap-stock-worth-a-look?source=feed#comment-182939 182939
In a low margin industry, like utilities, a very different range of PSR will exist.]]> Tue, 10 Jun 2008 21:22:32 -0400
In a low margin industry, like utilities, a very different range of PSR will exist.]]> http://seekingalpha.com/article/77013-ldk-solar-worth-23b?source=feed#comment-166781 166781 production ramps up, where there is lots of competition.
]]> Tue, 13 May 2008 10:28:26 -0400 production ramps up, where there is lots of competition.
]]> http://seekingalpha.com/article/76875-strong-growth-in-lithium-demand-to-power-fmc-corp-rockwood-holdings?source=feed#comment-166766 166766 Tue, 13 May 2008 10:16:13 -0400 http://seekingalpha.com/article/75613-stay-clear-of-traditional-asset-classes?source=feed#comment-162061 162061 Mon, 05 May 2008 11:36:01 -0400 http://seekingalpha.com/article/52415-navios-maritime-poised-for-substantial-growth?source=feed#comment-159325 159325 I can't find any. I wonder if is completely above board. That
subsidiary seems like a book-cooking scheme to me. And its
growth is too good to be true - we're talking 30% EVERY QUARTER in 07. This is shipping, not ipods. They could be just making up numbers and who would know (greek company)? Furthermore every board member is about 42 years old and joined in October 07.]]> Wed, 30 Apr 2008 10:28:06 -0400 I can't find any. I wonder if is completely above board. That
subsidiary seems like a book-cooking scheme to me. And its
growth is too good to be true - we're talking 30% EVERY QUARTER in 07. This is shipping, not ipods. They could be just making up numbers and who would know (greek company)? Furthermore every board member is about 42 years old and joined in October 07.]]> http://seekingalpha.com/article/64000-valence-technology-green-stock-with-potential-to-bloom?source=feed#comment-158699 158699 The upside is they will not catch fire and explode in an accident.
The downside is they have much less energy density than laptop batteries. So NO WAY would they ever be used in laptops.

I suppose they might help with global warming, inasmuch as
lithium batteries will be important in hybrid cars, which will
help with global warming.

Read up on this company, because it's management seems
pretty weak. It has a 15 year history of negative earnings,
but it also has a billionaire backer so it doesn't fail.]]> Tue, 29 Apr 2008 12:28:18 -0400 The upside is they will not catch fire and explode in an accident.
The downside is they have much less energy density than laptop batteries. So NO WAY would they ever be used in laptops.

I suppose they might help with global warming, inasmuch as
lithium batteries will be important in hybrid cars, which will
help with global warming.

Read up on this company, because it's management seems
pretty weak. It has a 15 year history of negative earnings,
but it also has a billionaire backer so it doesn't fail.]]> http://seekingalpha.com/article/71683-first-marblehead-hostage-to-the-credit-market?source=feed#comment-150669 150669
I'm selling all at a big loss.

Reasons:
1. FMD must have known that TERI was about to file bankruptcy.
Bet they have already tried and can't find another guarantor.
If they find one the terms will be bad.

2. The reason TERI filed bankruptcy is that the loan portfolios
that FMD securitized were (are) underperforming. They were all
downgraded by Fitch and then a bank forced TERI to set aside more capital to cover the losses, which it couldn't do. Whether all this was caused just by recession or by fault of FMD will never be known,
but it looks bad for FMD.

3. FMD is being sued left and right because of #2.

4. FMD's big moat is a database of historical data that is supposed to prevent exactly what is happening right now.

5. Goldman sachs pulls out of big $1billion bailout.

It looks like FMD burns the rest of its cash over 3 quarters then fails. Or, it gets bought for pennies on the dollar by
someone huge. Even if everything turns around, the terms of any
deals they can make will be horrible for awhile til they restablish
a reputation.

Funny how this played out over a couple of months yet nobody pushing the stock (like Motley Fool - Rule Breakers and Inside Value newsletters) was following closely enough to warn suckers like me. The Fitch downgrade should have been a big red flag.
]]> Mon, 14 Apr 2008 18:13:36 -0400
I'm selling all at a big loss.

Reasons:
1. FMD must have known that TERI was about to file bankruptcy.
Bet they have already tried and can't find another guarantor.
If they find one the terms will be bad.

2. The reason TERI filed bankruptcy is that the loan portfolios
that FMD securitized were (are) underperforming. They were all
downgraded by Fitch and then a bank forced TERI to set aside more capital to cover the losses, which it couldn't do. Whether all this was caused just by recession or by fault of FMD will never be known,
but it looks bad for FMD.

3. FMD is being sued left and right because of #2.

4. FMD's big moat is a database of historical data that is supposed to prevent exactly what is happening right now.

5. Goldman sachs pulls out of big $1billion bailout.

It looks like FMD burns the rest of its cash over 3 quarters then fails. Or, it gets bought for pennies on the dollar by
someone huge. Even if everything turns around, the terms of any
deals they can make will be horrible for awhile til they restablish
a reputation.

Funny how this played out over a couple of months yet nobody pushing the stock (like Motley Fool - Rule Breakers and Inside Value newsletters) was following closely enough to warn suckers like me. The Fitch downgrade should have been a big red flag.
]]>