formerhawk

U.S. Rejects Nationalization of Citi and BAC

apppro, you are right. Somebody needs to do what you said!

Four Stock Picks for an Obama Administration

Long oil- agreed. The only Plan I have ever seen is T. Boone's.

GE: Not-So-Good Things Come to Light

Copperbaron:

I have recently been thinking about the comparison of Lucent to various companies in this "credit problem" economy. I was with AT&T at the time Lucent was flying and later worked for one of the local exchange startups that had purchased for 10% down with Lucent financing a central office. The problem with Lucent was that they leveraged their own product to keep sales higher but provided unneeded capacity, Most manufacturers are doing this, the real question is whether the product of service is oversold. The problem with Lucent's leveraging was that even before the local exchange startups came into being the local telcos in most cases had plenty of excess capacity mostly due to technological advances in fiberoptics. Of course the startups could not effectively compete with the local Bell companies so they defaulted their Lucent loans. Lucent has never recovered. In the GE case have they oversold their products (healthcare, nuclear, wind energy) so that capacity outpaces the creditors ability to pay the loan? I don't think so but who can say. I haven't heard of a competitor for the India nuclear project, is the demand there for that service and will the people of India have the money to pay? The balance sheet reflects previous performance and for this economy it is probably acceptable. The real question is can demand support the loans GE has made.

Free-Market Healthcare Falling Victim to Recession

Sorry Leo the dog, we all die.

The Honeymoon Is Over: Gauging the Market with an Obama Presidency

Clinton said it best-"It's the economy, stupid."

Markets Upbeat After Obama Victory

If this is upbeat we are going to really hate seeing downbeat. Your bio says up to the minute news for traders, one has to ask do you take your own advice?

GE's Rollover Risk Supports Short Trade

Hi epeon, my thoughts exactly. This AM welcome to the unwind of the hedge fund. We watch gold and oil, both down and on the announcement by OPEC. Only reason is redemptions, redemptions, redemptions. Keep in mind that money will eventually go somewhere. My guess equities. Lots of good companies at book. Buy carefully but now is the time.

CNBC's Gasparino Problem

And Mr. Salmon you are not a leftwing nut? More government only leads to socialism and socialism will lead to the end of US business dominance just as it lead to the end of England's dominance of the world. You apparently moved here from England for a reason. Ask yourself why.

Comparing This Past Week to the '87 Crash

If that 400 billion hasn't been paid yet it will be in short order. That money is going somewhere. My bet is the market.

What Does Warren Buffett See in General Electric?

Jimmy good post. Exactly why I have kept my GE and probably why Buffett has his. If GE folds then you may as well figure that any of your investments are probably worthless including your dollars or whatever other currency you want to invest in.

Stop the Week, We Want to Get Off

iThinkBig- right about government debt problems not until 2011. Obama runs national debt, not to fight a war that the rest of the world secretly knows has to be fought or their own hides are in for trouble, but to provide health care and other social programs for citizens of the US. The world calls in their debt, we go bankrupt, our dollars are worth 0 and this little blip in the market looks like a walk in the park. I hope for our sakes I am wrong.

Earnings Preview: General Electric

get it right someday-I share your pain! I quit buying falling knives and plan to sit it out until I see an uptick then proceed with caution. Only reason I still own GE is the vast amount of stuff they are in including nuclear reactors and wind turbines. You can't compare them to GM who have had union problems for years-those union guys just don't think that their entitlement to health insurance and % more per hour every year will bust the company, but it probably will. I'm going to buy cash cows that produce products that are important worldwide.

Does Warren Buffett Think Goldman Is More Creditworthy Than GE?

Annie Trust You put it all in perspective. Only reason I haven't sold mine (and I have lost a lot of sleep about it) is that I see huge upside potential in this stock.

Shopping During Armageddon

Sorry liberal friends. The dems could have passed this on Monday but they didn't want to because their constituents won't vote them back in. If we weren't in an election year we would have had a bill by now. It's political just like why Fannie and Freddie were not investigated years ago and why mortgages were given to people that shouldn't have had them. It buys votes.

First Time in Thirty Years - GE Won't Raise Dividend

I gladly sacrifice the dividend to keep them in business. Long GE and hope my base investment is secure. If the world doesn't fall off the edge because of credit problems GE will be an incrediably great investment at these levels 5 to 10 years out.