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DonSuper
19 Comments
Citi Gets a Good Deal; Ken Lewis Overpaid [view article]
you are the same clown that said was gettin a better deal than Buffett in dow chemical right?You really dont understand anything...add the 42B Citi is on the hook, plus the 12 B in preferred, etc...they payed MORE than BAC for ML, and ML comes with THE BEST asset management business in the world, almost 50% of Blackrock worth more than 10B...
But hey, you know more that Buffett right? Sep 29 03:46 PM
Six More Countries Join the Fight Against Short Selling [view article]
were you caught naked shorting?you should include a disclosure line... Sep 22 01:35 PM
Buffett Warned Us in 2003 [view article]
GKM, he wrote those puts when the opportunity presented itself, and it doesnt make much difference in any case...you really think the SP500 will be less than 1,300 in 15 years? Sep 17 06:46 PMBAC's Ken Lewis Mulls Another Deal as Lehman Reaches Brink [view article]
If they do make a deal, I hope they only buy the Neuberger Berman (at a cheap price) unit, since it is the only part probably worth buying...The name, the traders, and the assets, are mostly toxic IMHO. As a BAC shareholder, I too hope Ken doesnt overpay, and doesnt buy toxic assets. Sep 12 12:06 PM
2 Top Energy Sector Bets [view article]
"...even that killed only 31 people. Almost all nuclear "disasters" end in a handful of people being exposed to radiation..."Should we include you in the list of volunteers for the next 31 people? Sep 03 02:27 PM
Megaprojects Predict Decline of Oil Production [view article]
very interesting article...I made a statistical model based on production and price changes from the previous year (with the assumption that changes in price one year were signals that more production was needed)...and there does seem to be a very strong statistical correlation. The only anomalies found were on the embargo years, where I got 3.5+ sigma...and this year (almost 4 sigma)...therefore signaling almost 99% certainty we are arriving at peak oil... Sep 02 06:42 PM
Allied Irish Banks: With 9% Dividend, This Bank Could Thrive [view article]
thanks for an interesting & well written article! Aug 31 07:34 PMQuestioning Obamanomics [view article]
How about stopping stupid and expensive wars...that would probably provide trillions of dollars in savings, AND THOUSANDS OF INNOCENT LIVES SAVED!!Aug 31 03:06 AM
Axion Power: Common Sense Solution for Alt. Energy Storage [view article]
Thanks for an interesting and well balanced article.How environmentally friendly is Axion's technology? I understand the batteries (like most lead-acid) can be recycled, but my concern is that lead is so pollutant, that even a small % that is not properly disposed or recycled can do a lot of harm.
I have been an energy conversion devices investor for a long time (specially for the solar and memory divisions). What is your opinion on NiMH and Cobasys? Aug 26 01:41 PM
Takeover Talk - Fast Money Recap (8/22/08) [view article]
He has had a long position for years!!! This is completely wrong:"Speaking on Warren Buffett, Najarian said that Buffett mentioned liking two financial stocks, namely Wells Fargo and American Express. He said that he doesn't have a long position in American Express, but he would." Aug 23 12:28 AM
K-Tron: Boring Niche Company Chugs to New Highs [view article]
I almost bought some around $138, but decided to instead buy a company with a similar profile, but a better valuation: Ingersoll Rand (IR).In any case, the performance since I bought has been almost indentical for the two. By the way, very nice article, and I fully agree with most of your points. The fact that there arent any more comments is also a positive sign that most people are only looking at Apple, et al. Aug 12 11:57 AM
Under the Radar: K-Tron Could Be Recession-Proof [view article]
very interesting article...the fact that there were no comments is another prove that not many people are paying attention to this company...I will do some research and DD, but it certainly looks attractive considering the pace at which they have been growing...thanks! Jul 23 08:37 PMUnder the Radar: K-Tron Could Be Recession-Proof [view article]
very interesting article...the fact that there were no comments is another prove that not many people are paying attention to this company...I will do some research and DD, but it certainly looks attractive considering the pace at which they have been growing...thanks! Jul 23 08:37 PMEarnings Preview: Bank of America [view article]
I agree with Ralph, unfortunately dumb media, politicians, and analysts dont seem to be able to see things clearly (or dont want to)... Jul 18 05:19 PMWho Will Crack the CIGS Nut in Thin Film? [view article]
Good article...I just would like to point out that not because you throw money at something, the problem will be solved...If I remember correctly, Ford spent north of one billion dollars researching battery technology based in a Sulfur chemistry, and they might as well have flushed the money down the toilet...
Jul 16 09:28 PM