applesauce's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/243371/comments http://seekingalpha.com/article/121694-eight-reasons-bank-of-america-is-going-to-20?source=feed#comment-397068 397068

On Feb 20 08:29 AM BAC Bull wrote:

> Why can't BAC do a stock buyback ? The total market value is less
> than $20B with an EV of $274B. This would put a floor on the stock
> and let BAC execute their recovery plan. It would relieve the pressure
> from the rating agencies, govt, counterparties because of the low
> stock price. I agree that BAC is a great bank with the best talent
> if it can get pass this point. A few billion$ stock buyback would
> do it.]]> Fri, 20 Feb 2009 15:55:38 -0500

On Feb 20 08:29 AM BAC Bull wrote:

> Why can't BAC do a stock buyback ? The total market value is less
> than $20B with an EV of $274B. This would put a floor on the stock
> and let BAC execute their recovery plan. It would relieve the pressure
> from the rating agencies, govt, counterparties because of the low
> stock price. I agree that BAC is a great bank with the best talent
> if it can get pass this point. A few billion$ stock buyback would
> do it.]]> http://seekingalpha.com/article/119247-barron-s-takes-down-cramer-again?source=feed#comment-382129 382129 Tue, 10 Feb 2009 09:06:00 -0500 http://seekingalpha.com/article/119377-two-stocks-to-consider-shorting?source=feed#comment-381523 381523 Mon, 09 Feb 2009 16:26:28 -0500 http://seekingalpha.com/article/119363-end-of-the-commodity-super-cycle?source=feed#comment-381175 381175 Mon, 09 Feb 2009 12:23:11 -0500 http://seekingalpha.com/article/119228-fears-on-gold-declining-supply-increasing-demand?source=feed#comment-381158 381158

On Feb 08 03:39 PM Lawrence Kramer wrote:

> My problem with gold as an investment is that gold is intrinsically
> worthless - there is very little demand for it to make things that
> people need. The use of gold as a store of value, however long-standing
> the practice may be, is wholly arbitrary. Anyone can decline gold
> as a medium of exhange at any time. If things really get bad, I expect
> that the currency of choice will be the bullet.]]> Mon, 09 Feb 2009 12:13:04 -0500

On Feb 08 03:39 PM Lawrence Kramer wrote:

> My problem with gold as an investment is that gold is intrinsically
> worthless - there is very little demand for it to make things that
> people need. The use of gold as a store of value, however long-standing
> the practice may be, is wholly arbitrary. Anyone can decline gold
> as a medium of exhange at any time. If things really get bad, I expect
> that the currency of choice will be the bullet.]]> http://seekingalpha.com/article/119199-this-is-just-the-beginning?source=feed#comment-381156 381156 Mon, 09 Feb 2009 12:10:44 -0500 http://seekingalpha.com/article/115482-u-s-market-so-much-stupidity-in-such-little-time?source=feed#comment-381117 381117 Mon, 09 Feb 2009 11:52:56 -0500 http://seekingalpha.com/article/119236-commercial-real-estate-bubble-is-set-to-burst?source=feed#comment-381083 381083 Mon, 09 Feb 2009 11:39:48 -0500 http://seekingalpha.com/article/116297-evidence-that-big-inflation-is-coming?source=feed#comment-366514 366514

On Jan 25 07:49 AM Hilew@verizon.net wrote:

> Your comment -- "When a central bank doubles the monetary base in
> a matter of months, a lot more money is going to be flooding into
> the real economy. It will compete for finite goods, services, and
> investments, driving up prices" -- doesn't this instance send a message
> to manufacturers and service providers to rehire and crank up production
> to satisfy demand, thereby correcting the problem?? What am I missing?]]> Mon, 26 Jan 2009 11:15:04 -0500

On Jan 25 07:49 AM Hilew@verizon.net wrote:

> Your comment -- "When a central bank doubles the monetary base in
> a matter of months, a lot more money is going to be flooding into
> the real economy. It will compete for finite goods, services, and
> investments, driving up prices" -- doesn't this instance send a message
> to manufacturers and service providers to rehire and crank up production
> to satisfy demand, thereby correcting the problem?? What am I missing?]]> http://seekingalpha.com/article/116310-6-reits-for-a-recovery-portfolio?source=feed#comment-366477 366477 residents cannot pay rents and occupancies are decreasing causing rent concessions of one to two months free rent in Florida. Orlando is overbuilt and the rental market is soft with all the failed condos being rented out, this is called the "shadow market" because it is not tracked. Be careful renting out single houses , being a landlord can be rough and a angry tenent can destroy your property. REITS are selling assets now and are having difficulty getting financing. Three years ago you could borrow 90% of the value, now 65% is more likely. REITS will continue to suffer for some time to come. Cavaet emptor]]> Mon, 26 Jan 2009 10:55:47 -0500 residents cannot pay rents and occupancies are decreasing causing rent concessions of one to two months free rent in Florida. Orlando is overbuilt and the rental market is soft with all the failed condos being rented out, this is called the "shadow market" because it is not tracked. Be careful renting out single houses , being a landlord can be rough and a angry tenent can destroy your property. REITS are selling assets now and are having difficulty getting financing. Three years ago you could borrow 90% of the value, now 65% is more likely. REITS will continue to suffer for some time to come. Cavaet emptor]]> http://seekingalpha.com/article/114995-what-will-happen-to-all-that-money-the-government-s-making?source=feed#comment-366361 366361 Mon, 26 Jan 2009 09:47:22 -0500 http://seekingalpha.com/article/116153-how-will-china-affect-silver-output?source=feed#comment-365780 365780 A sort of greenmail I suppose.]]> Sun, 25 Jan 2009 14:48:27 -0500 A sort of greenmail I suppose.]]> http://seekingalpha.com/article/115916-ten-utility-stocks-offering-nice-yields-and-growth?source=feed#comment-365773 365773 Sun, 25 Jan 2009 14:37:49 -0500 http://seekingalpha.com/article/116332-the-great-fall-of-china?source=feed#comment-365770 365770 Sun, 25 Jan 2009 14:32:37 -0500 http://seekingalpha.com/article/116254-jeremy-grantham-slowly-invest-in-global-equities?source=feed#comment-365763 365763 Sun, 25 Jan 2009 14:24:14 -0500 http://seekingalpha.com/article/116283-infrastructure-spending-china-knows?source=feed#comment-365756 365756

On Jan 25 07:35 AM FatPat wrote:

> Then you should have voted for Ron Paul. He could have cleaned up
> the American mess...
>
> Face it, America is not competitive, your bridges even crash. You
> do not have any engineers, because all went to Wall Street. You cannot
> export stuff, because you can t even build decent fridges anymore.
> Look at your car industry. Even you aircraft industry is loosing
> big time to Airbus. This goes so far, that even the US Army wants
> to buy Airbus for its Service.
>
> And the superiority of Airbus is even more incredible, if you consider
> the political nature of it.
>
> every part is built in another European nation and then they are
> flown by AIR! to Toulouse (France) were their are assembled. This
> is so inefficient. But it is still godd enough to kill the best the
> US has to offer.
>
> Face it, the devaluation of the USD will continue. America is finished.
> The only question is: Will they go down with/ or without a war!]]> Sun, 25 Jan 2009 14:19:25 -0500

On Jan 25 07:35 AM FatPat wrote:

> Then you should have voted for Ron Paul. He could have cleaned up
> the American mess...
>
> Face it, America is not competitive, your bridges even crash. You
> do not have any engineers, because all went to Wall Street. You cannot
> export stuff, because you can t even build decent fridges anymore.
> Look at your car industry. Even you aircraft industry is loosing
> big time to Airbus. This goes so far, that even the US Army wants
> to buy Airbus for its Service.
>
> And the superiority of Airbus is even more incredible, if you consider
> the political nature of it.
>
> every part is built in another European nation and then they are
> flown by AIR! to Toulouse (France) were their are assembled. This
> is so inefficient. But it is still godd enough to kill the best the
> US has to offer.
>
> Face it, the devaluation of the USD will continue. America is finished.
> The only question is: Will they go down with/ or without a war!]]> http://seekingalpha.com/article/116173-apple-s-real-growth-rate-in-2008-49?source=feed#comment-365743 365743 Sun, 25 Jan 2009 14:10:16 -0500 http://seekingalpha.com/article/115910-are-uncle-sam-s-creditors-heading-towards-the-exits?source=feed#comment-365734 365734

On Jan 22 10:47 AM LCACM wrote:

> The main reason the US economy finds itself in such poor health is
> the Chinese / Asian dumping of goods on the US market. As long as
> this dumping continues unabated, the US economy will be unable to
> revover. So everything depends on whether Obama takes a pragmatic
> approach and takes steps to save the US economy.]]> Sun, 25 Jan 2009 14:02:24 -0500

On Jan 22 10:47 AM LCACM wrote:

> The main reason the US economy finds itself in such poor health is
> the Chinese / Asian dumping of goods on the US market. As long as
> this dumping continues unabated, the US economy will be unable to
> revover. So everything depends on whether Obama takes a pragmatic
> approach and takes steps to save the US economy.]]> http://seekingalpha.com/article/113462-30-stocks-worth-investigating-for-2009?source=feed#comment-354560 354560

On Jan 08 11:53 AM CHK Burned wrote:

> Chesapeake continues to be overleveraged on future returns based
> on an over supply of natural gas. The $75 million dollar gift to
> Mr. McClenden is further proof that Chesapeake expects further decline
> in it's ROA. The stock lost over 60 percent of it's value in 2008
> and it's still rated as an outperform? Would somone please enlighten
> me why this company continues to be rated so high?
>
> It sounds to me like the board of directors is filling Mr. McClenden's
> pockets for his personal stock losses and is leaving other shareholders
> high and dry.
>
> I really think that your list is a "sheeple" mentality. I see buys
> in WFC, CX, GE & DE.]]> Tue, 13 Jan 2009 12:17:33 -0500

On Jan 08 11:53 AM CHK Burned wrote:

> Chesapeake continues to be overleveraged on future returns based
> on an over supply of natural gas. The $75 million dollar gift to
> Mr. McClenden is further proof that Chesapeake expects further decline
> in it's ROA. The stock lost over 60 percent of it's value in 2008
> and it's still rated as an outperform? Would somone please enlighten
> me why this company continues to be rated so high?
>
> It sounds to me like the board of directors is filling Mr. McClenden's
> pockets for his personal stock losses and is leaving other shareholders
> high and dry.
>
> I really think that your list is a "sheeple" mentality. I see buys
> in WFC, CX, GE & DE.]]> http://seekingalpha.com/article/114000-oil-stocks-where-can-you-find-black-gold?source=feed#comment-353241 353241 Mon, 12 Jan 2009 10:17:23 -0500 http://seekingalpha.com/article/113588-marc-faber-on-the-economy-gold-wwiii?source=feed#comment-350035 350035 Thu, 08 Jan 2009 15:17:08 -0500 http://seekingalpha.com/article/113235-7-analyst-takes-where-we-are-now?source=feed#comment-348980 348980 Wed, 07 Jan 2009 16:03:17 -0500 http://seekingalpha.com/article/112577-gmac-s-6-billion-washington-acquires-a-car-company?source=feed#comment-341516 341516 Tue, 30 Dec 2008 12:11:37 -0500 http://seekingalpha.com/article/112467-ben-stein-watch-december-28-2008?source=feed#comment-340479 340479 Mon, 29 Dec 2008 10:48:25 -0500 http://seekingalpha.com/article/111881-james-grant-wants-to-know-who-will-buy-our-greenbacks?source=feed#comment-336742 336742 Tue, 23 Dec 2008 12:33:26 -0500 http://seekingalpha.com/article/111853-hedge-fund-redemptions-may-crash-q1-markets?source=feed#comment-335617 335617 and short term treasuries pay zippo but are selling out. This will provide cover for Obama and company to spend over another trillion to stimulate"
the economy throwing cash to friends and family in the first 90 days in office, then the hangover starts and inflation will come back with a heartless and rapid vengence. ]]> Mon, 22 Dec 2008 09:54:22 -0500 and short term treasuries pay zippo but are selling out. This will provide cover for Obama and company to spend over another trillion to stimulate"
the economy throwing cash to friends and family in the first 90 days in office, then the hangover starts and inflation will come back with a heartless and rapid vengence. ]]> http://seekingalpha.com/article/111845-value-vs-price-trade-in-your-gold-for-oil-and-agriculture-futures?source=feed#comment-335526 335526 Mon, 22 Dec 2008 08:36:30 -0500 http://seekingalpha.com/article/111655-the-deflation-scam?source=feed#comment-334566 334566

On Dec 20 03:04 AM Asbytec wrote:

> Velocity of money is at a snail's pace.
>
> Who gives a crap about gold? Or oil, or copper, or corn? Everyone
> spouts gold as a savior. Go ahead, invest...make it or break it.
> I don't give a rat's arse....
>
> But, you have to know the fundamentals...V is down and will stay
> down until M is sufficient to create some V...the Fed plan! Got it?
> Clear? And V is coming, just not soon...jeezus!
>
> Does anyone know what's going on? Except, don't argue with the gold
> guys?
>
> Who bought into $200pbl oil? Not me...!!!]]> Sat, 20 Dec 2008 10:49:15 -0500

On Dec 20 03:04 AM Asbytec wrote:

> Velocity of money is at a snail's pace.
>
> Who gives a crap about gold? Or oil, or copper, or corn? Everyone
> spouts gold as a savior. Go ahead, invest...make it or break it.
> I don't give a rat's arse....
>
> But, you have to know the fundamentals...V is down and will stay
> down until M is sufficient to create some V...the Fed plan! Got it?
> Clear? And V is coming, just not soon...jeezus!
>
> Does anyone know what's going on? Except, don't argue with the gold
> guys?
>
> Who bought into $200pbl oil? Not me...!!!]]> http://seekingalpha.com/article/111274-apple-could-get-a-boost-from-iphone-s-introduction-to-china?source=feed#comment-333278 333278 Thu, 18 Dec 2008 13:39:08 -0500 http://seekingalpha.com/article/111283-chesapeake-energy-back-from-the-dead?source=feed#comment-333275 333275 Thu, 18 Dec 2008 13:37:32 -0500