User 218471

Ban on Short Sale Ends - Hold Your Breath

Definitely understand where you are coming from on this one. On the one hand, it's a bit funny that you would be one long the financials short ETF. Then again, this will more than likely cause another sell off in financials. My only fear at this point, looking from the side of a shorter, would be if the SEC extended the "no-short" period... a move that I think would be obvious at this point in time.

www.bullishbankers.com.../

Great write up... it's going to be interesting to see where things go from here.

Starbucks Gets Re-Caffeinated - Barron's

Don't believe it. I have held Starbucks through the 2008 debacle and despite the fact that they are cheap, they are going to start losing more and more ground as a flight to discount continues. As the economy declines, less and less people want to buy a $5 cup of joe when McDonalds makes a great cup for a buck. This one wont turn around in a day, though three years is more than possible with Schultz at the helm.

Be prepared for a long struggle for 20-30% upside in the face of $10 short-term price targets.

Foster Wheeler: Best-of-Breed Stock in a Beaten Down Industry

Thanks for the comments. Please check out the original article:
www.bullishbankers.com.../

Manitowoc Offers Investors Growth at a Discount

People that think that Manitowoc didn't fall because of Enodis are out of their minds, it's pretty obvious to anyone looking at the headlines and the stock chart.

To answer the question that I don't own MTW right now, I am just long the stock and don't have any free cash to make an investment... no fault for owning Deere!

Terex has it's own problems. The fact that you are justifying that Terex fell by the same percentage as MTW would imply that you think the stock deserved a 0% hit from acquiring Enodis. The fact that they sold off the same percentage while Manitowoc acquired a major company and Terex did not simply speaks my case further for MTW... as investors obviously feel that it is a strong company underneath.

Again, I never bashed TEX... which I think is a solid company. I believe that TEX is a shoddier company than MTW and people looking solely at figures will never understand that. This article is about MTW, so there is only reason for me to compare and determine relative strengths versus Terex rather than try to recommend both companies for purchase.

As davemcc said, they did in fact take their eyes off the ball with Enodis. I totally agree, but I am arguing the fact that the reaction was overdone, thus leaving the underlying company severely undervalued for their growth. Any debt left about can and will be delt with at a later time, a bad D/E ratio isn't the end of the world... and people need to realize this.

Thanks for the commentary, interesting points of view here.

The International Gold Rush: Bulls May Soon Be Rewarded

Thanks for the kind words guys, please support my new blog (and the original post) here: www.bullishbankers.com.../

Gold's almost down to the $900 level at this point, I'd be a big bull as soon as it touches

Why Visa Should Thrive

Nice article, I'm definitely bullish on Visa heading into their earnings release on Wednesday. I believe that they have some competitive advantages over MasterCard and I expect to see some good numbers on the earnings call. Good analysis!

If This Comes True, You'll Be Glad You Own Gold & Silver

I hadn't heard of this recent move, that could potentially be huge and I think that a lot of people here are downplaying the potential move in the markets that results from this.

www.bullishbankers.com.../

The Case for Copper

Another great post Marc, thanks for that research... great work.
www.bullishbankers.com.../

Value Investing: Going for the Gold (and Silver)

Great article, I wrote up a post and based part of it on your awesome analysis. Check it out for an explanation of where I think the trend is going and what investors can do.

www.bullishbankers.com.../

Alt Energy and Trading Green

I'm under the impression that investing in clean energy ventures will be one of the higher-profit investments over the next year. This book looks like an excellent resource in learning the ins and outs of the most common energy solutions, and will definitely be on my watch list.