User 218471's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/218471/comments http://seekingalpha.com/article/99127-ban-on-short-sale-ends-hold-your-breath?source=feed#comment-277501 277501
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Great write up... it's going to be interesting to see where things go from here.]]> Thu, 09 Oct 2008 02:32:56 -0400
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Great write up... it's going to be interesting to see where things go from here.]]> http://seekingalpha.com/article/97690-starbucks-gets-re-caffeinated-barron-s?source=feed#comment-268051 268051
Be prepared for a long struggle for 20-30% upside in the face of $10 short-term price targets.]]> Sun, 28 Sep 2008 22:45:17 -0400
Be prepared for a long struggle for 20-30% upside in the face of $10 short-term price targets.]]> http://seekingalpha.com/article/95173-foster-wheeler-best-of-breed-stock-in-a-beaten-down-industry?source=feed#comment-252601 252601 www.bullishbankers.com.../]]> Fri, 12 Sep 2008 10:31:42 -0400 www.bullishbankers.com.../]]> http://seekingalpha.com/article/88210-manitowoc-offers-investors-growth-at-a-discount?source=feed#comment-221327 221327
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.]]> Sun, 03 Aug 2008 01:22:25 -0400
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.]]> http://seekingalpha.com/article/87921-the-international-gold-rush-bulls-may-soon-be-rewarded?source=feed#comment-218833 218833 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]]> Wed, 30 Jul 2008 18:40:08 -0400 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]]> http://seekingalpha.com/article/87347-why-visa-should-thrive?source=feed#comment-216941 216941 Mon, 28 Jul 2008 19:39:37 -0400 http://seekingalpha.com/article/85842-if-this-comes-true-you-ll-be-glad-you-own-gold-silver?source=feed#comment-214929 214929
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]]> http://seekingalpha.com/article/86745-the-case-for-copper?source=feed#comment-214928 214928 www.bullishbankers.com.../]]> Sat, 26 Jul 2008 02:49:36 -0400 www.bullishbankers.com.../]]> http://seekingalpha.com/article/87086-value-investing-going-for-the-gold-and-silver?source=feed#comment-214927 214927
www.bullishbankers.com.../]]> Sat, 26 Jul 2008 02:48:22 -0400
www.bullishbankers.com.../]]> http://seekingalpha.com/article/79986-alt-energy-and-trading-green?source=feed#comment-194616 194616 Sat, 28 Jun 2008 03:20:59 -0400