ozcutty2

Trading the Economic Recovery: Potential Opportunities Are Staggering

Don't see that AB losing LP status would crush the stock. Its only a structure for tax reasons, the underlying quality of the company would not be impacted. They would merely be paying 35% tax instead of 5% and move the tax liability from shareholders to the company.

Two Asset Management Companies Still Have Room for a Rebound

Nice article, i too saw the potential of this group when i read a headline "Worst ever results for Asset Managers"
I jumped on board AB for its simplicity of operations. Did own some LM but didn't like the debt and SIV issues.
I agree that we should see 40-60 in a few years, possibly even higher if we see a new bull market and if inflation inflates the market

Overbought Stocks (7/21/09)

Agree AXP, DFS, HOG will not piot good earnings for a while yet so their stocks could flatline or sink.
Other stocks like Banking and Insurance and assett managers have seen the worst, shorting them would be dangerous.

3 Dividend Stocks to Battle Inflation

You contradicted yourself with the Molson Coors call if you think commodoties are going to rise with inflation.

U.S. Credit Card Defaults Soar to Record High

Didn't you guys get the memo? Inflation will take care of the debts which would actually be good for credit companies. Just not for a year or 2. I sold out of dfs but will look to buy back in when charge-offs stop rising and inflation kicks in

Bull Run on AllianceBernstein

AB is a no brainer, pile in guys

Berkshire Hathaway Stock Holdings and Investment Ideas

UNH is my favourite from that list, still making $6 billion cash profit in a recession, love it!

Market Outlook: Trendless Consolidation Will Give Way to Major Move

The US will not lose its AAA rating. Obama will have already rung Moodys and S&P and said, don't you dare.....

Market Outlook: Trendless Consolidation Will Give Way to Major Move

Good analysis, i too am thinking choppy range bound trading until next results season. Then i feel its up to the banks, if they can pull off some stellar results that could kick start another move higher. Another interesting point is the number of companies thats results rely on a rising market, think insurance companies, asset management, or any company with stock investments. If the market can at least drift up or climb the wall of worry for another month or so, these companies are going to report great mark-to-market gains on their investments which could inturn drive the market higher, i.e. the bull feeds on intelf.

Why You Should Stick With the Dollar and the U.S.

ironmeteor is spot on, except his comment about Australia. Australia is Chinas mine so is going to get creamed. The Rudd governemnt spend 60 billion (deficit) last year alone just trying to keep us out of recession. We have had 3 stimulus packages and they have given out big grants to first home buyers. This is not sustainable, just encourages people to go in over their heads. When US starts to recover, Australia will be tanking.

Capital One's Accounting Gimmick

Yeah, what a crock, pain for at least 12 months to come

This is Not a Bull Market: Stocks Are Not Up, and They’re Headed Even Lower

E Nuff sed has it right. S&P real return = Inflation+1.7%, realestate = Inflation+1% (300 years of dutch records).

The key point is big inflation = big returns. So if inflation is coming, why would you not want to invest in realestate and stocks?. Buffet made exactly the same point.

Why do you think he owns so much coke stock? if coke is $150 a bottle, be wants a piece of the action!

A Summary of Q1 Bank Earnings: World, You Just Got Hustled

Banks fake results and use pumped up share prices to raise "free" money to pay off government. So we get our Tarp money back and banks can pay their executives fat pay cheques again. Existing shareholders get diluted but are happy the bank is not going to go out of business.

If you think about it, it was a pretty neat trick, and all up its probably a win-win all round.

To me it shows the lengths the US Administration will go to. Maybe thats why Japan was in a banking crisis for a decade, they were too honest or not smart enough to use these tricks!!??!

The question is, what will Q2 look like? do they have any more tricks? Without a good Q2, the banks will drop again. Maybe they can take our some more AIG insurance!

Bank Stress Test: The Cheat Sheet

Don't fancy COF even though it passed. AXP or DFS much better

Fairfax Financial: Now Trading Well Below Book Value

Certainly good value at current levels. Considering an investment, am i greedy to want it to fall below 200?