DonSuper's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/189506/comments http://seekingalpha.com/article/124180-tangible-common-equity-how-much-is-enough?source=feed#comment-413522 413522
and you didnt mention pre-provision, pre-tax earnings...which are really the first buffer to absorb losses, before your much hyped TCE...some banks in fact have higher pre-prov pre-tax earnings than TCE...but I guess either you are not smart enough to figure that out, or it wouldnt be as helpful for the short position you probably have...]]> Wed, 04 Mar 2009 21:08:54 -0500
and you didnt mention pre-provision, pre-tax earnings...which are really the first buffer to absorb losses, before your much hyped TCE...some banks in fact have higher pre-prov pre-tax earnings than TCE...but I guess either you are not smart enough to figure that out, or it wouldnt be as helpful for the short position you probably have...]]> http://seekingalpha.com/article/120997-be-it-resolved-the-days-of-500k-economists-are-over?source=feed#comment-392807 392807 Tue, 17 Feb 2009 20:05:01 -0500 http://seekingalpha.com/article/119623-why-are-companies-hesitant-to-cut-dividends?source=feed#comment-382799 382799
In my opinion, other countries have better policies than US companies, where they usually pay a % of earnings (e.g. 50%). I think that is a lot smarter.]]> Tue, 10 Feb 2009 15:54:47 -0500
In my opinion, other countries have better policies than US companies, where they usually pay a % of earnings (e.g. 50%). I think that is a lot smarter.]]> http://seekingalpha.com/article/119692-buffett-metric-doesn-t-say-it-s-time-to-buy?source=feed#comment-382687 382687
your (pseudo) analysis lacks a key variable, interest rates, as well as the inflation rate, which are critical to value any financial asset...

also, he has bought more shares than just BNI, he has recently bought significant stakes in COP, and USB. And not too long ago he made the JNJ and KFT purchases at higher prices than today.
]]> Tue, 10 Feb 2009 14:20:52 -0500
your (pseudo) analysis lacks a key variable, interest rates, as well as the inflation rate, which are critical to value any financial asset...

also, he has bought more shares than just BNI, he has recently bought significant stakes in COP, and USB. And not too long ago he made the JNJ and KFT purchases at higher prices than today.
]]> http://seekingalpha.com/article/118546-earnings-datapoint-of-the-day?source=feed#comment-376111 376111 ]]> Wed, 04 Feb 2009 17:08:35 -0500 ]]> http://seekingalpha.com/article/115223-why-investors-should-have-a-healthy-distrust-of-management?source=feed#comment-359054 359054 Sun, 18 Jan 2009 12:07:38 -0500 http://seekingalpha.com/article/114964-nationalize-citigroup-and-bank-of-america?source=feed#comment-356755 356755
For all we know it might even be a positive for BAC if they made some good negotiation with the FED in order to not CANCEL the acquisition of MER. Until jan 20 we wont know if the drop in share price is justified. And as Informed investor pointed out, BAC has not posted a single loss since the crisis started...you know, for a company to be insolvent it has to have negative earnings AND not have enough cash flow to pay its obligations, BAC is far, very far from that...

]]> Thu, 15 Jan 2009 13:11:06 -0500
For all we know it might even be a positive for BAC if they made some good negotiation with the FED in order to not CANCEL the acquisition of MER. Until jan 20 we wont know if the drop in share price is justified. And as Informed investor pointed out, BAC has not posted a single loss since the crisis started...you know, for a company to be insolvent it has to have negative earnings AND not have enough cash flow to pay its obligations, BAC is far, very far from that...

]]> http://seekingalpha.com/news/market_currents/post/13712?source=feed#comment-333536 333536 Thu, 18 Dec 2008 19:56:34 -0500 http://seekingalpha.com/article/111052-cramer-stupendous-short-sale-volume-drove-banks-stocks-down?source=feed#comment-332315 332315
However, banks could have given this shorts a good lesson buying significant amounts of stock at those depressed prices, to give them a lesson like the one Posche gave shorts with VW stock...]]> Wed, 17 Dec 2008 14:34:21 -0500
However, banks could have given this shorts a good lesson buying significant amounts of stock at those depressed prices, to give them a lesson like the one Posche gave shorts with VW stock...]]> http://seekingalpha.com/article/111247-more-evaporating-billions-at-morgan-stanley?source=feed#comment-332093 332093 Wed, 17 Dec 2008 11:42:21 -0500 http://seekingalpha.com/article/110644-ben-stein-watch-december-14-2008?source=feed#comment-329559 329559 Sun, 14 Dec 2008 23:49:19 -0500 http://seekingalpha.com/article/110482-what-is-the-new-s-p-normal?source=feed#comment-327938 327938 Fri, 12 Dec 2008 19:27:48 -0500 http://seekingalpha.com/article/109332-2-dividend-paying-energy-efficiency-picks?source=feed#comment-321599 321599
One question I do have is, what do you think will happen after 2020 after the subordinate notes mature (or 2012 when they can be called)?]]> Fri, 05 Dec 2008 09:53:45 -0500
One question I do have is, what do you think will happen after 2020 after the subordinate notes mature (or 2012 when they can be called)?]]> http://seekingalpha.com/article/109304-just-how-sensitive-is-the-economy-to-the-auto-industry?source=feed#comment-321271 321271 Thu, 04 Dec 2008 23:01:48 -0500 http://seekingalpha.com/article/108785-pay-bankers-much-less?source=feed#comment-318999 318999
A friend has a P.h.d in Physics, she is very bright, and instead of working to solve serious problems, she was attracted to work in trading models for Wall street because she made much more money, but I bet her talent would be put to much better use in another place solving real world problems.]]> Tue, 02 Dec 2008 12:37:34 -0500
A friend has a P.h.d in Physics, she is very bright, and instead of working to solve serious problems, she was attracted to work in trading models for Wall street because she made much more money, but I bet her talent would be put to much better use in another place solving real world problems.]]> http://seekingalpha.com/article/107990-berkshire-s-puts-not-such-a-great-idea?source=feed#comment-315063 315063 this article is nonsense...]]> Tue, 25 Nov 2008 18:29:41 -0500 this article is nonsense...]]> http://seekingalpha.com/article/107592-battling-the-doomsday-machine?source=feed#comment-313648 313648 Mon, 24 Nov 2008 10:48:13 -0500 http://seekingalpha.com/article/107464-stocks-will-continue-to-erode-in-this-busted-economy?source=feed#comment-313552 313552 Mon, 24 Nov 2008 09:37:25 -0500 http://seekingalpha.com/article/107420-berkshire-bond-yields-vs-cds-rates?source=feed#comment-312956 312956 Sun, 23 Nov 2008 12:37:50 -0500 http://seekingalpha.com/article/107372-berkshire-hathaway-s-peculiar-volatility-numbers?source=feed#comment-312198 312198 Fri, 21 Nov 2008 20:55:50 -0500 http://seekingalpha.com/article/12001-money-management-and-philanthropy?source=feed#comment-311774 311774
Congratulations on an excellent article, and on living life with a purpose! =)]]> Fri, 21 Nov 2008 11:24:23 -0500
Congratulations on an excellent article, and on living life with a purpose! =)]]> http://seekingalpha.com/article/107283-at-2003-levels-berkshire-stock-is-enticing?source=feed#comment-311755 311755
shorts should be investigated...

and this is the cheapest BRK has been in the last 2-3 DECADES...
below book!! even Buffett has said that book value SIGNIFICANTLY undervalues the company, since companies like Seed's are worth 50x + what they are carried in the books...

but hey, if it goes lower, maybe I'll be some more...]]> Fri, 21 Nov 2008 11:09:18 -0500
shorts should be investigated...

and this is the cheapest BRK has been in the last 2-3 DECADES...
below book!! even Buffett has said that book value SIGNIFICANTLY undervalues the company, since companies like Seed's are worth 50x + what they are carried in the books...

but hey, if it goes lower, maybe I'll be some more...]]> http://seekingalpha.com/article/107234-can-you-calculate-berkshire-s-beta?source=feed#comment-311744 311744 Fri, 21 Nov 2008 10:59:48 -0500 http://seekingalpha.com/article/12000-greenwich-s-outrageous-fortunes-and-the-children-s-investment-fund?source=feed#comment-311391 311391
Congratulations on the article fellow BRK shareholder!]]> Fri, 21 Nov 2008 00:33:07 -0500
Congratulations on the article fellow BRK shareholder!]]> http://seekingalpha.com/article/107191-what-s-happening-to-berkshire-hathaway?source=feed#comment-311358 311358 Thu, 20 Nov 2008 23:12:25 -0500 http://seekingalpha.com/article/107113-ugly?source=feed#comment-311066 311066
Maybe that would be a good reason for journalists to be more responsible with what they wite, dont you think?

Enough of great depression predictions...and giving camera time to loonies like Roubini...]]> Thu, 20 Nov 2008 14:58:31 -0500
Maybe that would be a good reason for journalists to be more responsible with what they wite, dont you think?

Enough of great depression predictions...and giving camera time to loonies like Roubini...]]> http://seekingalpha.com/article/107079-financial-weapons-of-mass-destruction-aimed-at-omaha?source=feed#comment-310851 310851 Thu, 20 Nov 2008 11:28:16 -0500 http://seekingalpha.com/article/106901-down-45-buffett-and-berkshire-hathaway-are-on-sale?source=feed#comment-310751 310751 why dont you join Kass in shorting it...he doesnt understand the company either, but he goes on cnbc, says some foolish things, and then is treated like a genius because he got lucky and it went down...

the CDS...it could be a short trying to cover at a lower price...it should be investigated...]]> Thu, 20 Nov 2008 09:59:44 -0500 why dont you join Kass in shorting it...he doesnt understand the company either, but he goes on cnbc, says some foolish things, and then is treated like a genius because he got lucky and it went down...

the CDS...it could be a short trying to cover at a lower price...it should be investigated...]]> http://seekingalpha.com/article/106869-will-berkshire-lose-its-triple-a?source=feed#comment-310288 310288
That idiot Kass should be investigated...he also went on CNBC bashing the stock while being short...

Really, how can BRK be more risky than a bank like citi that has been loosing billions upon billions...or Goldman, which is leveraged a huge amount, while BRK has very little debt, and contrary to what this article says, BRK does not need AAA as much as other companies (like GE, AIG, etc). It sure helps lower costs and not have to post collateral in some positions, but the company was NOT built on the credit rating (contrary to Fannie and Freddie, etc.).]]> Wed, 19 Nov 2008 17:07:27 -0500
That idiot Kass should be investigated...he also went on CNBC bashing the stock while being short...

Really, how can BRK be more risky than a bank like citi that has been loosing billions upon billions...or Goldman, which is leveraged a huge amount, while BRK has very little debt, and contrary to what this article says, BRK does not need AAA as much as other companies (like GE, AIG, etc). It sure helps lower costs and not have to post collateral in some positions, but the company was NOT built on the credit rating (contrary to Fannie and Freddie, etc.).]]> http://seekingalpha.com/news/market_currents/post/11583?source=feed#comment-308862 308862 Tue, 18 Nov 2008 10:16:14 -0500