wocojoe

Cramer's Mad Money - The Capitalist Manifesto (7/27/09)

I mostly agree with Jim, but I am surprised he left out 9. Build more wind mills and subsidize their addition to the electric grid. This move would create jobs and also stall rhe cap-and-trade bill, attain the 2020-150 initiative like Europe and China are doing. I know this is obvious but it is one of the few things that Congress can do NOW in the Fall to quickly add real jobs.

Earnings Preview: Bristol-Myers Squibb

Yesterday, BMY changed the way they do business, and I have been eyeing BMY as a defensive drug play in this market for my portfolio, but I did not have a reason to buy it until now. So I added a small position of BMY to my long term portfolio. My reasoning is based on the “Fundamental Change” at BMY. Namely, their acquisition bringing new Profitable Drug lines, in faster growing medical use areas. Yesterday, BMY significantly changed its fundamental business over night, and No one has yet noticed this. Up until now BMY has been a pure defensive play, with lots of cash, an $8B war chest, a 6.1% dividend, and a PE of 7.85. BMY has already stated that they plan to use their $8B war chest for further product expansion. BMY is very conservatively run, meaning there is very little down side risk, and they will use their money prudently and wisely to continue to grow their sales and profits faster quarter by quarter. In my opinion, this “Fundamental Change” is actually very low risk for BMY and will eventually have a profound effect on BMY stock price and drive the PE much higher.

Sincerely,

Wocojoe

Persistent Ignorance by 'Those Who Know Best'

Michael

GE is not a HOG, both do not relate to one another in size nor sector, your point is lost. After reading your posting, I have no intention of reading your book. Of course, the recession is not over, and the next few quarters will be have lack luster returns. Yet, there are bright spots in corporate america, where business seems to have stablized, at lower levels, and will improve in 2010. If you want to focus on doom and gloom then focus on corporations in those sectors in real financial trouble and on the verge of bankruptcy like GM, Chrysler, Citi, etc ... Rather then trashing GE, which is well run, maintaining their business, and financial success in a difficult economy. You picked the wrong stock to diss here, and did not make your point, and lost your focus.

Sorry

Wocojoe

Even Cramer Agrees: UltraShort Financial ETF Is Nothing but a Poor Trading Vehicle

In my opinion: Why don't you the author do something about this? Why don't you go to your State Attorney General and file a complaint? I am surprised it is not run by that honest guy, what's his name? Bernie Maddoff, it sounds like something right up his alley. I would think that anyone who has one ounce of brains and lost money investing in this so-called scam would have a good class action suit here. So why haven't any of these poor, conned, and stupid losers not sued yet? What does it take to get the SEC to follow up on media covererage of possible fraud on a grand scale? Why has this not been reported to the Different State Attorney Generals Offices? or State Regulators? The only thing worse than the gullible believing in false profits, are the I told you so's who have the proof and knowledge to prove their case, sitting back smug and doing noting to ban this. I say stop bitching and sue, bring up charges with your State Attorney General Office - it's the American way - Where are the lawyers ? Bring on the lawyers, and let the bread and circuses begin. This is just my opinion of course, I am not stupid enough, nor have enough money to dull my senses - we have the laws in place to stop this. So why don't you do something about it, NOW?

Fund Managers to Fight Short Selling Disclosure Rules

A simple solution 1) reinstate the uptick rule, 2) either they fess up to what they are shorting, or we simply ban it altogether. Puts and Calls were supposed to help remove market volitility, but add if some one can short sell too, then you have to few controling to much for pure greed and market disruption. We would all be better off without Short Selling, puts and calls.

Ship Finance International: Cruising on Profits

FRO, SFL, and SDRL.pk all part of one man's holdings, a very smart Swedish Billionaire. If only we were so smart. He expands his businesses and then spins them off with paying dividends. He has been consistently successful in this strategy of Growth, spinoff and dividends.

Does Google Have an Organic Growth Problem?

I believe Investors have placed Google in the wrong sector, for it relys on its core search advertising business for the majority of revenues. Google is the Walmart of Web-Mega-Media Companies, but with no product to sell to the consumer, instead it relys on advertizing dollars to grow just like other media giants. And like the other media giants newprint and TV, Google is subject to the whims of the consumer in a slow economy. To survive in the future, Google has to now come up with more Ad dollars every quarter, just to maintain its growth, which becomes harder and harder so nautrally its growth rate is declining faster than expected. We learn from the past and Googles future is the same as the the newpapers and TVs present.

Opportunities in the Real Crisis: Water

Sadly water is viewed as local and regional problems. The destruction of the Rio Grande due to excessive water use by US farming; the depletion of water in California again due to over farming and over population. The continuous drought in Aftrica. So tell me why only now we are discovering a water shortage? Let me guess, only now California is fought by the other states for the water being diverted from them. "Water Water every where, not a drop to drink anywhere."

The Year Ahead For US Wind

What's the best way to count future wind mills? Answer: just count the back log Trinity Industry (TRN) has. TRN is the largest wind tower builder with over $1.2 Billion back ordered, and rising every day. TRN took over the abandoned massive Maytag plant in Texas to build them, just before T. Boone Pitkens announced his mega Wind Farm plans for Texas. Hmm, something the author forgot to mention, TRN is highly profitable too and is has 40% of the Rail Car market with a massive Rail car back log 3 to 4 times larger then the wind tower business, if I am not mistaken.

Harvest Energy Trust: Not Like Other Refiners

I would like to thank the Seeking Alpha Web Master for their quick action on my May 07 12:11 PM request.

Thank you very much.

Sincerely WocoJoe

Harvest Energy Trust: Not Like Other Refiners

Can someone please block this imbecile from posting his resume as comments on this web site. He also posted the same comment about himself in an article about FRO:

May 06 01:04 PMMy WebsiteALLIED SCIENCE, INCORPORATED
P.O. Box 2629, 4161 Mary Lou Street, Pahrump, Nevada 89041
alliedscience.org Telephone: [phone] E-mail: [e-mail]

The Impending Mortgage Crisis

Since WW II all the Government Regulatory Agencies, Financial Institutions, Realty Industry, Home Building Industry, and Peers have convinced the American public on the virtue of Debt, creating “The Great Indebted” society which considers Home Ownership the ultimate safe haven to asset accumulation, and their personal God given right to borrow to improve their lot in life.

In order to make this a reality, loan regulations were continuously relaxed and minimized until the concept of rational conservative lending limits was destroyed. Our Great Indebted are still assured that home prices will rebound and once again increase in value, and that theirs will always be payable, if they just held on and waited a few years until their return on invested property catches up with their heavy level of borrowings; then they will refinance and speculate once again. They are convinced that the more they borrowed on their homes, the easier it will be to put off the payback of their loans from their expected future income. But their Income has stopped rising, their income is not keeping pace with house costs, and they are now forced to sell, only to discover the horrifying fact that other members of The Great Indebted Society, are facing the same indebtedness. and unable to sell their homes. to buy an over-debited piece of real estate.

The Great Indebted are reluctance to accept this reality by not being willing to accept their fate that their homes can no longer be resold to recapture their investment within their walls, and they lack the ability to continue to run up this debt.

It is not over, The Great Indebted are now turning to their Credit Cards and high interest rate short term unregulated debt to get them over this Valley of Indebtedness, only to discover that Foreclosure and Bankruptcy await them on the other side of the chiasm.