FUJIMO's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/180672/comments http://seekingalpha.com/instablog/22392-david-white/38054-it-may-be-a-good-time-to-short-hog?source=feed#comment-786297 786297 Shuttering of facilitys and curtailing employment is a nudge to make the stock move up but my interest made me dig a little deeper.

What is grabbing my attention is the turmoil with the dealer network. Several locations have permanently closed including older dealerships and some newer boutique type stores.

Another area of interest is the Megastores if you will including Harley Davidson's largest dealer Rossmeyer Harley Davidson with its largest location at Destination Daytona [ Ormond beach fl. ] Daytona location Beach Ave and I believe eight other locations under the Rossmeyer banner.

Attempts to sell off a sizable number of used motorcycle trade in's and repossessed motorcycles with auction attempts has been futile. This is telling me that the market for Harley Davidson is flooded]]> Wed, 02 Dec 2009 09:52:08 -0500 Shuttering of facilitys and curtailing employment is a nudge to make the stock move up but my interest made me dig a little deeper.

What is grabbing my attention is the turmoil with the dealer network. Several locations have permanently closed including older dealerships and some newer boutique type stores.

Another area of interest is the Megastores if you will including Harley Davidson's largest dealer Rossmeyer Harley Davidson with its largest location at Destination Daytona [ Ormond beach fl. ] Daytona location Beach Ave and I believe eight other locations under the Rossmeyer banner.

Attempts to sell off a sizable number of used motorcycle trade in's and repossessed motorcycles with auction attempts has been futile. This is telling me that the market for Harley Davidson is flooded]]> http://seekingalpha.com/article/170785-top-10-online-automotive-destinations-october-2009?source=feed#comment-742209 742209 Tue, 03 Nov 2009 09:58:14 -0500 http://seekingalpha.com/article/160607-hog-is-about-to-catch-swine-flu?source=feed#comment-670806 670806
Citigroup and other institutions of similar stature baffle me with their knowledge of the recreational industry.

Some dealers are taking on additional inventory for the upcoming months in anticipation of plant shuttering, relocation of production, layoffs, etc. in the fourth qtr.

Units with actual titles?

Channeling of inventory ?]]> Thu, 10 Sep 2009 15:33:53 -0400
Citigroup and other institutions of similar stature baffle me with their knowledge of the recreational industry.

Some dealers are taking on additional inventory for the upcoming months in anticipation of plant shuttering, relocation of production, layoffs, etc. in the fourth qtr.

Units with actual titles?

Channeling of inventory ?]]> http://seekingalpha.com/news/market_currents/post/32075?source=feed#comment-667237 667237
Can't figure this one out . Maybe just a muscle flex to see who is not paying attention. Follow Citigroup and be $$$$ again.

Past three months are the prime selling months so if there is a slight increase in sales so what. It is to be expected.

Could it be that Harley Davidson said something about , [ to channel ] and Citigroup took it to another direction. LOL]]> Tue, 08 Sep 2009 17:16:50 -0400
Can't figure this one out . Maybe just a muscle flex to see who is not paying attention. Follow Citigroup and be $$$$ again.

Past three months are the prime selling months so if there is a slight increase in sales so what. It is to be expected.

Could it be that Harley Davidson said something about , [ to channel ] and Citigroup took it to another direction. LOL]]> http://seekingalpha.com/article/150398-harley-davidson-in-the-mire-and-likely-to-stay-there?source=feed#comment-656991 656991 Does this sound like the same old fox in the hen house?

At this point in time I see India as a dumping depot for the Harley

The Sportster model which was a bust here in the US, with the "Harley-Davidsons Guaranteed Trade-In Value For Sportsters" towards an upgrade.

Harley has already established a subsidiary outside Delhi.

Are units delivered counted as units sold when they reach India soil? Similar to US dealer network, even though a sale to private individuals have not transpired]]> Tue, 01 Sep 2009 15:20:36 -0400 Does this sound like the same old fox in the hen house?

At this point in time I see India as a dumping depot for the Harley

The Sportster model which was a bust here in the US, with the "Harley-Davidsons Guaranteed Trade-In Value For Sportsters" towards an upgrade.

Harley has already established a subsidiary outside Delhi.

Are units delivered counted as units sold when they reach India soil? Similar to US dealer network, even though a sale to private individuals have not transpired]]> http://seekingalpha.com/article/150398-harley-davidson-in-the-mire-and-likely-to-stay-there?source=feed#comment-648753 648753 These are not my words but words that should not go un-noticed.

Unless Harley-Davidson connects with a new generation, It will die along with the old. [ riders ] That means not only offering products that appeal to a more youthful demographic, but marketing them to more discriminating minds. The younger riders of the Internet era are web-wired and world-aware. That makes them less likely to need or even accept “reasons to ride” [ spoon-fed to them by H-D corporate’s entertainment marketing ], and more likely to respond to initiatives evidencing [ corporate social responsibility.]
]]> Thu, 27 Aug 2009 10:11:01 -0400 These are not my words but words that should not go un-noticed.

Unless Harley-Davidson connects with a new generation, It will die along with the old. [ riders ] That means not only offering products that appeal to a more youthful demographic, but marketing them to more discriminating minds. The younger riders of the Internet era are web-wired and world-aware. That makes them less likely to need or even accept “reasons to ride” [ spoon-fed to them by H-D corporate’s entertainment marketing ], and more likely to respond to initiatives evidencing [ corporate social responsibility.]
]]> http://seekingalpha.com/article/150398-harley-davidson-in-the-mire-and-likely-to-stay-there?source=feed#comment-648255 648255 So much of your statement is out of context.
What is your point?
My take is that you are not among the 60% college educated, high income owner of a Harley Davidson with little or no knowledge of Harley Davidson true history. Just a tattoo guy with a miniscule profile.]]> Wed, 26 Aug 2009 22:26:20 -0400 So much of your statement is out of context.
What is your point?
My take is that you are not among the 60% college educated, high income owner of a Harley Davidson with little or no knowledge of Harley Davidson true history. Just a tattoo guy with a miniscule profile.]]> http://seekingalpha.com/article/150398-harley-davidson-in-the-mire-and-likely-to-stay-there?source=feed#comment-628181 628181
The trend is not going to appeal to the bulls in the near future..

Prime selling of inventory is over "summer months" and third QTR profits are going to be very slim.

Every indication is that the sportster program has failed acording to several dealers being forced to load up on this model. Sales are slow as we know.

The Co is leveraged to the nines. What's left ?

I find it interesting that cutting overhead is an open door for investors with a discretionary type buisness that shows little promise for many months to come.]]> Thu, 13 Aug 2009 10:44:12 -0400
The trend is not going to appeal to the bulls in the near future..

Prime selling of inventory is over "summer months" and third QTR profits are going to be very slim.

Every indication is that the sportster program has failed acording to several dealers being forced to load up on this model. Sales are slow as we know.

The Co is leveraged to the nines. What's left ?

I find it interesting that cutting overhead is an open door for investors with a discretionary type buisness that shows little promise for many months to come.]]> http://seekingalpha.com/article/150398-harley-davidson-in-the-mire-and-likely-to-stay-there?source=feed#comment-625342 625342 Good to see you back.

Agree with your assessment and would add that Harley-Davidson faces far greater challenges to its future sales.
Followed the stock down to eleven and stepped back. Have for some time looked at its true value to be around its hundred day plus avg. ]]> Tue, 11 Aug 2009 14:24:30 -0400 Good to see you back.

Agree with your assessment and would add that Harley-Davidson faces far greater challenges to its future sales.
Followed the stock down to eleven and stepped back. Have for some time looked at its true value to be around its hundred day plus avg. ]]> http://seekingalpha.com/article/150676-earnings-disconnect-no-top-line-growth?source=feed#comment-607229 607229 Wed, 29 Jul 2009 17:27:51 -0400 http://seekingalpha.com/article/150398-harley-davidson-in-the-mire-and-likely-to-stay-there?source=feed#comment-598664 598664 [ With the Fitch downgrade, there should be minimal chance for a short squeeze. Wait on this stock, or short it. ]
I will agree and anticipate the move.]]> Wed, 22 Jul 2009 18:39:40 -0400 [ With the Fitch downgrade, there should be minimal chance for a short squeeze. Wait on this stock, or short it. ]
I will agree and anticipate the move.]]> http://seekingalpha.com/article/111077-harley-davidson-s-ceo-to-retire-car-czar-next?source=feed#comment-579319 579319 They have along with the union officials have made a mockery out of the American worker and their dollor.

How about a 1700 cc narrow degree single pin crank [ that Harley sound] liquid cooled engine.
6-speed transmission. 108 lb-ft of torque at 1750 rpm,
dual adjustable air shocks and a 45mm four-way adjustable fork. 130/90 front and 170/70 rear tires mounted to 9-spoke 16-inch cast wheels.
Steel fenders. large floorboards front and rear, massive luggage compartments, lockable glove boxes, passenger backrest and grab bars.
front fairing mounted to the frame with a trio of headlamps
analog dials with LCD displays .
electronic cruise control ,
iPod and MP3 compatible audio system,
fuel-injected, fly-by-wire Electronic Throttle Valve.
Advanced Coactive Braking linked braking system with ABS
This would be a great touring Harley.
Kawasaki just came out with this bike. mso $17.899.00

Wake up Harley. old school old thinking



]]> Wed, 08 Jul 2009 14:56:10 -0400 They have along with the union officials have made a mockery out of the American worker and their dollor.

How about a 1700 cc narrow degree single pin crank [ that Harley sound] liquid cooled engine.
6-speed transmission. 108 lb-ft of torque at 1750 rpm,
dual adjustable air shocks and a 45mm four-way adjustable fork. 130/90 front and 170/70 rear tires mounted to 9-spoke 16-inch cast wheels.
Steel fenders. large floorboards front and rear, massive luggage compartments, lockable glove boxes, passenger backrest and grab bars.
front fairing mounted to the frame with a trio of headlamps
analog dials with LCD displays .
electronic cruise control ,
iPod and MP3 compatible audio system,
fuel-injected, fly-by-wire Electronic Throttle Valve.
Advanced Coactive Braking linked braking system with ABS
This would be a great touring Harley.
Kawasaki just came out with this bike. mso $17.899.00

Wake up Harley. old school old thinking



]]> http://seekingalpha.com/article/142460-harley-davidson-fights-back-from-negative-analysis?source=feed#comment-560795 560795
1. There is no "equivalent" bike
2. Watch them consistently say that Harley is equaled in fit, finish, durability, "and quality only by Honda." Plus, if you haven't looked recently, an "equivalent" Honda costs about the same as a Harley.

The Honda Gold Wing being in a class of its own so what are the equals.

So are they equivalent or not ? What models are you talking about in the Honda line up?

{ A side note about Honda , they exceded motorcycle sales worldwide year to date " 2008 " over 12 million sold ] ]]> Wed, 24 Jun 2009 15:24:58 -0400
1. There is no "equivalent" bike
2. Watch them consistently say that Harley is equaled in fit, finish, durability, "and quality only by Honda." Plus, if you haven't looked recently, an "equivalent" Honda costs about the same as a Harley.

The Honda Gold Wing being in a class of its own so what are the equals.

So are they equivalent or not ? What models are you talking about in the Honda line up?

{ A side note about Honda , they exceded motorcycle sales worldwide year to date " 2008 " over 12 million sold ] ]]> http://seekingalpha.com/article/116346-company-death-watch-harley-davidson?source=feed#comment-550854 550854 Wed, 17 Jun 2009 16:21:24 -0400 http://seekingalpha.com/article/142460-harley-davidson-fights-back-from-negative-analysis?source=feed#comment-542891 542891 HOG has been a money maker for some time, playing the short.
PII has better appeal for playing long
To many ifs.
Hog wants the Euro market, time is not on their side.
To play it long without a dividend return is not my way.]]> Thu, 11 Jun 2009 17:13:15 -0400 HOG has been a money maker for some time, playing the short.
PII has better appeal for playing long
To many ifs.
Hog wants the Euro market, time is not on their side.
To play it long without a dividend return is not my way.]]> http://seekingalpha.com/article/142460-harley-davidson-fights-back-from-negative-analysis?source=feed#comment-541470 541470 Harley-Davidson did not have to choose which company would be best to "take over". There were no other companies in the United States that wanted Harley-Davidson. AMF offered to take over to save the company..
Another lie, perpetuated by Willie G. Davidson, is that the quality of the bikes decreased while AMF owned the company. EXCUSE ME! Some of the best bikes, shovelheads, came out in the '70's. Willie G. should be grateful that AMF was willing to continue his employment through the 70's despite his egocentric attitude.
Oh, and just to clarify one thing also falsely stated. Harley-Davidsons have leaked oil from the first bikes onward. The worst oil-leakers were made from 1947 through 1969 (coincidentally, the same year AMF saved Harley-Davidson). I lived this era ,know first hand. 49 PAN.
AMF nearly bankrupted itself trying to keep Harley-Davidson alive. Willie G. tries to make it sound like his taking back the company was his doing and he "saved" the company from AMF. WRONG. AMF asked him to find a way to take back the company because they couldn't keep it going any longer. They were losing too much money, but they wanted to see the company continue. remember one thing ,the Davidson family sold the Co for failure on their part So don't blame others
This is a quote from a harley history buff. Not me SO WHEN WE BLOW THE HORN make sure we know the truth not the heart felt stuff. ]]> Wed, 10 Jun 2009 20:09:38 -0400 Harley-Davidson did not have to choose which company would be best to "take over". There were no other companies in the United States that wanted Harley-Davidson. AMF offered to take over to save the company..
Another lie, perpetuated by Willie G. Davidson, is that the quality of the bikes decreased while AMF owned the company. EXCUSE ME! Some of the best bikes, shovelheads, came out in the '70's. Willie G. should be grateful that AMF was willing to continue his employment through the 70's despite his egocentric attitude.
Oh, and just to clarify one thing also falsely stated. Harley-Davidsons have leaked oil from the first bikes onward. The worst oil-leakers were made from 1947 through 1969 (coincidentally, the same year AMF saved Harley-Davidson). I lived this era ,know first hand. 49 PAN.
AMF nearly bankrupted itself trying to keep Harley-Davidson alive. Willie G. tries to make it sound like his taking back the company was his doing and he "saved" the company from AMF. WRONG. AMF asked him to find a way to take back the company because they couldn't keep it going any longer. They were losing too much money, but they wanted to see the company continue. remember one thing ,the Davidson family sold the Co for failure on their part So don't blame others
This is a quote from a harley history buff. Not me SO WHEN WE BLOW THE HORN make sure we know the truth not the heart felt stuff. ]]> http://seekingalpha.com/article/142460-harley-davidson-fights-back-from-negative-analysis?source=feed#comment-541090 541090
Events have happened. Not only did sales slump since the fall of last year but a double punch of several dealers small and large closing their doors leaving Harley Davidson's financial arm " no pun intended" holding unsold floor plans worth millions of dollars. Roeder Harley-Davidson in Ohio closes

www.examiner.com/x-470...~y2009m5d20-Roeder-Har...]]> Wed, 10 Jun 2009 16:39:18 -0400
Events have happened. Not only did sales slump since the fall of last year but a double punch of several dealers small and large closing their doors leaving Harley Davidson's financial arm " no pun intended" holding unsold floor plans worth millions of dollars. Roeder Harley-Davidson in Ohio closes

www.examiner.com/x-470...~y2009m5d20-Roeder-Har...]]> http://seekingalpha.com/article/140626-s-p-500-may-s-biggest-movers?source=feed#comment-526172 526172
With 63% of the dealerships polled in the Baird survey reporting sales were worse than expected in April and early May and only 16% expecting sales to improve this year, many on the front lines of the motorcycle market are facing a rough road in 2009.

Dealers with the extra large, overpriced stores are starting to panic and do just the opposite of what they need to do to make it through this mess. They are dropping their prices to no-profit levels, just making things worse," one Harley dealership was quoted as saying in the Baird survey]]> Mon, 01 Jun 2009 08:51:06 -0400
With 63% of the dealerships polled in the Baird survey reporting sales were worse than expected in April and early May and only 16% expecting sales to improve this year, many on the front lines of the motorcycle market are facing a rough road in 2009.

Dealers with the extra large, overpriced stores are starting to panic and do just the opposite of what they need to do to make it through this mess. They are dropping their prices to no-profit levels, just making things worse," one Harley dealership was quoted as saying in the Baird survey]]> http://seekingalpha.com/article/138148-talf-funding-harley-purchases-high-interest-credit-cards?source=feed#comment-508942 508942 Mon, 18 May 2009 19:42:20 -0400 http://seekingalpha.com/article/127423-nyt-butchers-hog?source=feed#comment-442542 442542

On Mar 26 03:51 PM HarleyBadBoy wrote:

> Say what you will, riding/owning a Harley is different from any other
> brand. As they say, how many people do you see walking around with
> Honda tattoos? People who own Harleys will keep them if humanly possible.
> And once the economy turns around, they'll continue to buy new ones.
> HD has made some significant improvements in their line over the
> past few years - 6-speed trans, bigger engine, ABS option, bigger
> fuel tank. Not that it's on the forefront, as other brands had these
> options before HD. But the loyalty of Harley riders is impressive,
> and the company does an excellent job of making money in new ways
> - sponsored rides and rallies, clothing, factory "customized" models.
> Their marketing people are among the best. I expect a short term
> stagnation due to no one having much disposable cash, but a long
> tern growth due to customer loyalty and an aggressive and effective
> marketing division.]]> Fri, 27 Mar 2009 12:31:57 -0400

On Mar 26 03:51 PM HarleyBadBoy wrote:

> Say what you will, riding/owning a Harley is different from any other
> brand. As they say, how many people do you see walking around with
> Honda tattoos? People who own Harleys will keep them if humanly possible.
> And once the economy turns around, they'll continue to buy new ones.
> HD has made some significant improvements in their line over the
> past few years - 6-speed trans, bigger engine, ABS option, bigger
> fuel tank. Not that it's on the forefront, as other brands had these
> options before HD. But the loyalty of Harley riders is impressive,
> and the company does an excellent job of making money in new ways
> - sponsored rides and rallies, clothing, factory "customized" models.
> Their marketing people are among the best. I expect a short term
> stagnation due to no one having much disposable cash, but a long
> tern growth due to customer loyalty and an aggressive and effective
> marketing division.]]> http://seekingalpha.com/article/127423-nyt-butchers-hog?source=feed#comment-438739 438739
So well put . Thank you for expressing my sentiment.
Buying at the improper time is like twisting the throttle for some , they do it with their ego. "or with out thought "
Remember the Old Wall street saying " Bulls make money, Bears make money but PIGS never do.
The shorters that stayed to long got burned on the pit during the rally but the bull may be roast beef again. to many extremes makes me nervous.


On Mar 24 10:03 AM high yield bonds wrote:

> I think as a long you are doing virtually the same thing that you
> are accusing the Times of doing. Focusing on your perceived positives
> vs. the reality of the negatives. Hopes and wishes are not very prudent
> strategies for investing in stocks. Look at the facts, starting in
> Q4 not all of 2008. That is your reality today. Past performance
> is not guarantee of future results!]]> Tue, 24 Mar 2009 16:46:35 -0400
So well put . Thank you for expressing my sentiment.
Buying at the improper time is like twisting the throttle for some , they do it with their ego. "or with out thought "
Remember the Old Wall street saying " Bulls make money, Bears make money but PIGS never do.
The shorters that stayed to long got burned on the pit during the rally but the bull may be roast beef again. to many extremes makes me nervous.


On Mar 24 10:03 AM high yield bonds wrote:

> I think as a long you are doing virtually the same thing that you
> are accusing the Times of doing. Focusing on your perceived positives
> vs. the reality of the negatives. Hopes and wishes are not very prudent
> strategies for investing in stocks. Look at the facts, starting in
> Q4 not all of 2008. That is your reality today. Past performance
> is not guarantee of future results!]]> http://seekingalpha.com/article/127423-nyt-butchers-hog?source=feed#comment-438701 438701

On Mar 24 12:35 PM tallguy wrote:

> Honey, I know our stock portfolio has lost 60% this last two years,
> and I didn't expect to get laid off either, but I think now would
> be a great time to buy a new Harley, especially since I am only 10-15
> years from retirement, and we aren't that far behind on our mortgate
> yet........
>
> Disclosure Short and own a BMW, you know, the ones you see people
> actually riding.]]> Tue, 24 Mar 2009 16:18:07 -0400

On Mar 24 12:35 PM tallguy wrote:

> Honey, I know our stock portfolio has lost 60% this last two years,
> and I didn't expect to get laid off either, but I think now would
> be a great time to buy a new Harley, especially since I am only 10-15
> years from retirement, and we aren't that far behind on our mortgate
> yet........
>
> Disclosure Short and own a BMW, you know, the ones you see people
> actually riding.]]> http://seekingalpha.com/article/126973-coca-cola-j-j-remain-atop-power-brands-list-gm-biggest-loser?source=feed#comment-434194 434194

On Mar 20 05:40 PM Mister Jimmy wrote:

> Fujimo, I leased a 2004 Toyota Sienna that suffered a range of electro
> mechanical and electronic reliability failures while still new, so
> I can sympathize with you. So happy you didn't add how superior the
> Japanese products are.]]> Fri, 20 Mar 2009 21:35:04 -0400

On Mar 20 05:40 PM Mister Jimmy wrote:

> Fujimo, I leased a 2004 Toyota Sienna that suffered a range of electro
> mechanical and electronic reliability failures while still new, so
> I can sympathize with you. So happy you didn't add how superior the
> Japanese products are.]]> http://seekingalpha.com/article/126973-coca-cola-j-j-remain-atop-power-brands-list-gm-biggest-loser?source=feed#comment-434017 434017 Then it splattered every where and all they could say was that oh ! we were sick and could you "taxpayers make us feel better with some medication.
It was to obvious that they were headed the wrong direction for some time but gee how great the bonuses are and our blue collar children aren't crying, so lets not change a thing and the future will take care of itself.
The time has come for an ajustment this includes [ hog ] greed was spread far and wide now symapthy is in order with a little guilt .

BTW our new caddy was less than a week old and the windshield leaked so bad that it stained the head liner and the driver got soaked plus it took over three days with the car in service before they looked at it. Quality control called us from corporate wanting to know if we were pleased with our purchase. another story. Then came the issue with the rear differential having to be replaed. SO DON'T GIVE ME A GUILT TRIP!




On Mar 20 09:32 AM Thadeus Thornton III wrote:

> "Mister Jimmy":
>
> Isn't that the truth! Most , if not all, of the writers here like
> to bash GM constantly. Either they drive foreign brand cars or have
> stock in those brands. I know one writer here, initials "M. L.",
> who insists he has no axe to grind with GM, but "only prefers a "certain
> " German made car " for his tastes.
> It's interesting, GM and Buick in particular, has had cars in the
> top 10 of the J.D. Power ratings for at least the last 3 years. And
> it gets ignored or derided. Now GM has a Buick tied for #1, and these
> critics still want to bash or ignore. If the U.S economy continues
> to suffer and go under, it's elitist attitudes of people like this
> that are self defeating for this country and self fulfilling in their
> desire to see domestic auto companies fail.]]> Fri, 20 Mar 2009 16:55:39 -0400 Then it splattered every where and all they could say was that oh ! we were sick and could you "taxpayers make us feel better with some medication.
It was to obvious that they were headed the wrong direction for some time but gee how great the bonuses are and our blue collar children aren't crying, so lets not change a thing and the future will take care of itself.
The time has come for an ajustment this includes [ hog ] greed was spread far and wide now symapthy is in order with a little guilt .

BTW our new caddy was less than a week old and the windshield leaked so bad that it stained the head liner and the driver got soaked plus it took over three days with the car in service before they looked at it. Quality control called us from corporate wanting to know if we were pleased with our purchase. another story. Then came the issue with the rear differential having to be replaed. SO DON'T GIVE ME A GUILT TRIP!




On Mar 20 09:32 AM Thadeus Thornton III wrote:

> "Mister Jimmy":
>
> Isn't that the truth! Most , if not all, of the writers here like
> to bash GM constantly. Either they drive foreign brand cars or have
> stock in those brands. I know one writer here, initials "M. L.",
> who insists he has no axe to grind with GM, but "only prefers a "certain
> " German made car " for his tastes.
> It's interesting, GM and Buick in particular, has had cars in the
> top 10 of the J.D. Power ratings for at least the last 3 years. And
> it gets ignored or derided. Now GM has a Buick tied for #1, and these
> critics still want to bash or ignore. If the U.S economy continues
> to suffer and go under, it's elitist attitudes of people like this
> that are self defeating for this country and self fulfilling in their
> desire to see domestic auto companies fail.]]> http://seekingalpha.com/article/121225-should-you-follow-warren-buffetts-latest-moves?source=feed#comment-402243 402243 For those who have never lived in that time frame it is hard to understand the hardships of every day life.
The little emenitys that we take for granted would then have been a luxury. Every company would have to restructure and make conseccions.


On Feb 24 03:42 AM Dividend Growth Investor wrote:

> Jason,
>
> Most of JNJ and PG's products are things people use on a daily basis.
> Even a great depression shouldn't hit these companies too hard.
>
>
> City Desk,
>
> Buffett took a 3 billion francs in convertible preferred shares in
> Swiss Re that pay an annual interest rate of 12% and will be convertible
> into common stock after three years at a price of 25 francs a share,
> subject to anti-dilution adjustments.
> If the entire investment of 3 billion francs were converted into
> shares, Buffett could end up holding more than a fifth of Swiss Re
> ]]> Tue, 24 Feb 2009 20:44:19 -0500 For those who have never lived in that time frame it is hard to understand the hardships of every day life.
The little emenitys that we take for granted would then have been a luxury. Every company would have to restructure and make conseccions.


On Feb 24 03:42 AM Dividend Growth Investor wrote:

> Jason,
>
> Most of JNJ and PG's products are things people use on a daily basis.
> Even a great depression shouldn't hit these companies too hard.
>
>
> City Desk,
>
> Buffett took a 3 billion francs in convertible preferred shares in
> Swiss Re that pay an annual interest rate of 12% and will be convertible
> into common stock after three years at a price of 25 francs a share,
> subject to anti-dilution adjustments.
> If the entire investment of 3 billion francs were converted into
> shares, Buffett could end up holding more than a fifth of Swiss Re
> ]]> http://seekingalpha.com/article/120484-harley-davidson-s-yield-no-longer-brings-home-the-bacon?source=feed#comment-389931 389931 The down turn in the economy disclosed [ EXPOSED ] the fact that hog was not in good standing with their loyals by over stretching their budgets.
Come on catch up with us here or do you walk to the Pide Piper HD.


On Feb 15 11:43 AM skifly05 wrote:

> Watch for Obama riding a Harley to Milwaukee. Mark my words, he will
> do anything/say anything to continue campaigning. Nothing to do with
> Harley, mind you. Harley is a well run company suffering from the
> same ills most others are. Until we deleverage and Barney Frank disappears,
> America will struggle along with Harley. Needs trump wants for the
> time being. Hopefully this will pass and we'll have some fun again.]]> Sun, 15 Feb 2009 21:36:00 -0500 The down turn in the economy disclosed [ EXPOSED ] the fact that hog was not in good standing with their loyals by over stretching their budgets.
Come on catch up with us here or do you walk to the Pide Piper HD.


On Feb 15 11:43 AM skifly05 wrote:

> Watch for Obama riding a Harley to Milwaukee. Mark my words, he will
> do anything/say anything to continue campaigning. Nothing to do with
> Harley, mind you. Harley is a well run company suffering from the
> same ills most others are. Until we deleverage and Barney Frank disappears,
> America will struggle along with Harley. Needs trump wants for the
> time being. Hopefully this will pass and we'll have some fun again.]]> http://seekingalpha.com/article/118355-riding-high-on-the-hog-another-win-win-for-buffett?source=feed#comment-386592 386592


On Feb 10 03:06 AM Joseph Sherman wrote:

> Investors beware. CNBC notes that Warren Buffett poses on a motorcycle
> at the Burlington Hathaway annual meeting in May, 2008. Berkshire's
> Geico subsidiary was promoting its motorcycle insurance. Buffett
> understands how to cut costs and how to get funding. He does not
> understand investing in the brand. Harley-Davidson is not Geico Gecko.
> The Geico Gecko is cute everywhere, even in public. Kids like it
> and adults remember the green gecko. Harley is different. Most people
> buy a Harley and its accessories to experience the dream of the certified
> tough guy. This dream builds the brand. Buffet on a Harley destroys
> the brand and shareholder value.]]> Thu, 12 Feb 2009 22:15:45 -0500


On Feb 10 03:06 AM Joseph Sherman wrote:

> Investors beware. CNBC notes that Warren Buffett poses on a motorcycle
> at the Burlington Hathaway annual meeting in May, 2008. Berkshire's
> Geico subsidiary was promoting its motorcycle insurance. Buffett
> understands how to cut costs and how to get funding. He does not
> understand investing in the brand. Harley-Davidson is not Geico Gecko.
> The Geico Gecko is cute everywhere, even in public. Kids like it
> and adults remember the green gecko. Harley is different. Most people
> buy a Harley and its accessories to experience the dream of the certified
> tough guy. This dream builds the brand. Buffet on a Harley destroys
> the brand and shareholder value.]]> http://seekingalpha.com/article/118414-buffett-saddles-up-his-hog-stay-away?source=feed#comment-377661 377661
The CFO's performance was put on the chopping block and the CEO goes unscathed. RETIREMENT BONUS TIME! Was that a scapegoat maneuver? The whole reality is that it all started five years ago and the CFO was only in his seat for two years.

Hogs buy-back program was a disaster to say the least as stated earlier by VRDrew

I will agree that it is one icon supporting another but it will be Buffett who is on the receiving end not HOG at 15% payback. The average investor will pay for this decision.

Hogs stock buy-back has come back to haunt. As I remember was it back in 2007, July when the stock spiked and top management sold many of their own shares? Could that have been a self induced spike?

If one believes that buy "only American" can save all is very misleading. World trade is here and at the best should be balanced out but not eliminated for a healthy economy.


On Feb 04 02:33 PM PROXIMO wrote:

> Author-----Both your articles on SA have been well researched and
> informative. Please keep posting.]]> Thu, 05 Feb 2009 19:38:08 -0500
The CFO's performance was put on the chopping block and the CEO goes unscathed. RETIREMENT BONUS TIME! Was that a scapegoat maneuver? The whole reality is that it all started five years ago and the CFO was only in his seat for two years.

Hogs buy-back program was a disaster to say the least as stated earlier by VRDrew

I will agree that it is one icon supporting another but it will be Buffett who is on the receiving end not HOG at 15% payback. The average investor will pay for this decision.

Hogs stock buy-back has come back to haunt. As I remember was it back in 2007, July when the stock spiked and top management sold many of their own shares? Could that have been a self induced spike?

If one believes that buy "only American" can save all is very misleading. World trade is here and at the best should be balanced out but not eliminated for a healthy economy.


On Feb 04 02:33 PM PROXIMO wrote:

> Author-----Both your articles on SA have been well researched and
> informative. Please keep posting.]]> http://seekingalpha.com/article/115707-earnings-preview-harley-davidson?source=feed#comment-362087 362087



On Jan 21 12:38 PM David White wrote:

> Even if retail sales are better than expected in Q4, that will likely
> be offset by the financial services problems. If GM's financial services
> are having problems, so are HOG's. HOG didn't get government help
> that I know of. Likely the finance arm is in extremely bad shape.
> I don't see an upside in the near term. As the automakers make more
> fuel efficient cars, I see significant downside to HOG, which is
> not known for fuel efficiency. Eventually that will be an "in" thing.
> In the shorter term, the sales outlook for HOG for 2009 has to be
> atrocious. If F and GM can go to the low single digits. HOG can go
> to the high single digits easily. It can't really be that far behind
> the automakers.]]> Wed, 21 Jan 2009 13:14:16 -0500



On Jan 21 12:38 PM David White wrote:

> Even if retail sales are better than expected in Q4, that will likely
> be offset by the financial services problems. If GM's financial services
> are having problems, so are HOG's. HOG didn't get government help
> that I know of. Likely the finance arm is in extremely bad shape.
> I don't see an upside in the near term. As the automakers make more
> fuel efficient cars, I see significant downside to HOG, which is
> not known for fuel efficiency. Eventually that will be an "in" thing.
> In the shorter term, the sales outlook for HOG for 2009 has to be
> atrocious. If F and GM can go to the low single digits. HOG can go
> to the high single digits easily. It can't really be that far behind
> the automakers.]]> http://seekingalpha.com/article/112609-raw-data-report-harley-davidson-nintendo-macy-s?source=feed#comment-354003 354003
Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.]]> Mon, 12 Jan 2009 22:24:05 -0500
Try looking at your own procedures and how your raw data is accumulated or cooked. Pecentages of what?

Information is critical in any business but it must be a lot more accurate than what you have presented to us. You have my apology! For reading your raw data twice.

On Jan 12 01:51 PM User 171852 wrote:

> Hi Fujimo and BlueOkie,
>
> Once again your welcome for our early and insightful call on HOG.
> Didn't Goldman just downgrade HOG to a Sell today (1/12)? Jeez two
> weeks ago you could have gotten an inkling things like this were
> going to happen if you would have accepted good field data from TickerMine.
>
> Maybe field/survey data is valuable for more than just print filler.
>
>
> Feel free to post a public apology here too since we've been extremely
> open and transparent in our work and opinions.]]>