Prudent Speculations

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6 Comments

    • Lehman Brothers: Accomplishing What Bear Could Not? [view article]
      Zenvestor, you are right buying a stock based on what a handful of institutional investors do is not smart investing. Perhaps my article wasn't clear enough. I in no way would advise anyone to invest in Lehman Brothers given the current situation. It is important to note though that others would and the fact that Lehman can convince them to do so is a good sign for the market in general. Their success in raising capital should stand in stark contrast to Bear Stearns which failed miserably in its own efforts to raise capital. In my opinion, there is a clear difference between the two as a result. That is why I believe that you can't throw Bear Stearns and Lehman Brothers into the same boat. Jun 05 05:32 PM
    • How to Invest in Norway [view article]
      Norse Energy is another Norwegian oil & gas stock that I have found to be of interest. They have a large position in the Marcellus Shale out in western Pennsylvania, among other things. May 28 01:03 PM
    • First Marblehead Fights to Free Itself from Credit Market Whims [view article]
      Thanks for your comment. You are right, the bank is really only a temporary fix until the credit markets open up. If the surge in deposits that occurred last quarter is a sign of things to come then they may just survive to originate another day.

      In regards to CapitalSource, the Tier One deal fell through and the Fremont deal took its place. The Fremont deal will be huge for CapitalSource.       May 26 01:22 PM
    • Battle of the Building Material Makers: Owens Corning vs. USG Corp. [view article]
      Great article. USG clearly has a lot of smart people as shareholders but I still think OCs international division and relatively limited exposure to new home construction will help it outperform USG in the long run. May 23 05:08 PM
    • Buffett Should Have Picked Owens Corning Over USG [view article]
      I know they paid off fully but I still think they took some money from buffett prior to their emergence. I tried to paste a link above but something didn't work, here is another one that you might find interesting.

      online.wsj.com/article...       May 15 12:54 PM
    • Buffett Should Have Picked Owens Corning Over USG [view article]
      Enter your comment herehttp://nl.newsbank... May 15 12:48 PM
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