corellian98

Growth Investing's Golden Rule: Limit Your Losses

Please explain how industry standards are evolving away from its, (ESLR's) proprietary technology.

Last time I checked, ESLR was voted to have the best product in the industry....and in fact, sells out everything they produce keeping very low inventories. I agree that ESLR has a ways to go before showing a profit, but even you mention "revenues are growing".

CNBC's Specious Reporting on the Housing Plan

Meanwhile....while we discuss the pros and cons of how to put the fire out...the house burns to the ground.

WaMu Defrauded by JPMorgan?

I don't think they planted moles...JPM was allowed to review WAMU's books long before when they offered $10.00 per share. JPM had all the information they needed. WAMU...if I remember correctly rejected the offer. JPM got pissed off....and according to WAMU leaked some news to help push WAMU into a hole they couldn't escape. I would also like to know if JPM or friends of JPM were told to short WAMU in the weeks and days leading up to the FDIC takeover. Disclosure - I own WAMUQ.PK shares.

What Have You Done, Jamie Dimon?

The only thing I know....is that it didn't have to end this way. Think about the wealth that was lost by a single stroke of the pen....shareholders AND debt holders alike. What were they thinking? This can only cause more problems and in the days ahead...everybody will see, but by then it will be too late.

Future Gloomy for Ambac, MBIA - Berkshire Likely to Emerge as New Bond Insurance Leader

This goes against two things insurance analyst Rob Haines said recently in a Webcast presentation.

#1 - "While some insurers, such as MBIA (MBI.N) and Ambac (ABK.N), are stronger than others, "we think the traditional market leaders' franchises have been permanently impaired".

And....

#2 - "Another relative newcomer to muni insurance, Berkshire Hathaway Assurance Corp, "will not be a long-term competitor in this market," Haines said. The new insurer is a unit of Berkshire Hathaway Inc."

Please fully disclose your stock postions in the companies mentioned, and who, if someone other then yourself commisioned this view. Failing to fully disclose these items will discredit your posts going forward. Thank you.

Ambac Collapse: Anticlimax of the Week

Flawed reporting >> United States government announced its intention to establish the Mortgage and Financial Institutions Trust first...then Moodys advised on the possible downgrade.

Question>> You say, "To that I say, any company whose business model depends on maintaining a certain debt rating has a fatally flawed business model to begin with.

I would like to point out that a good part of the worlds companies work on this model. Go back to school. Are you telling me GE and Warren Buffet have flawed models???????????

Government Sets a Dangerous Precedent with Lehman

Question is....and this is how it starts....who is the shorts next target? If a company in trouble had enough time to reorg....then the odds increase that a fix can be found. When the shorts attack a stock, there is no time left. We've all seen it.....the shorts can push a company to it's knees in two days. It's no wonder these companies are not accessing the fed window. Any little weakness and bang your dead.

More on the Fannie/Freddie Heist

They didn't need it.......the world needed it.

Fannie Mae: 'Business As Usual'

They didn't spend every penny......matter of fact, they were and are now very well capitalized. Michael.....where is your disclosure statement? IF you want us to read your crap...at least have enough balls to tell us if you are long or short. (Me....long FRE, ABK, ESLR, ALU, CSUN)

Freddie/Fannie Plans In Motion; Why Are They Being Underplayed?

You are a self-serving attention mongering twit. Wiping out the common stock would do more damage to the world then you could imagine. And I would agree with another, you should really take a good hard look at who owns the common stock of the GSE's. I bet your own mother owns stock in the GSE's in some form or another.....so be very careful what you ask for. It's people like you that shouldn't be allowed to blog.

Bill Gross: 'Pick Me! Pick Me!'

PIMCO's comments just proved what we already knew....no bailout for the GSE's. Self-serving is an understatement. Nice call.

What Should Ambac's Connie Lee Be Rated?

Buffet's bond insurer got a AAA rating.....within days, even with the Moody's conflict of interest, so I am not too worried here. Do you even know what the requirements are for a AAA rating? I surely don't, but I am confident ABK has spent some time figuring it all out :)

Your comments seem weak at best.....and you lose credit when you say Connie Lee is small.

You also lose credit when you question indirectly the amount of bond insurance business there is out there to be had. Do you think Buffet got into the bond insurance business to be nice...no, he did it because there is a huge amount of business tobe had....and it is highly profitable.

SeekingAlpha should not allow bloggers to post without full disclosure. I am long ABK, ETFC, ESLR, CSUN, AKNS, FRE, ALU

Solar Breaks Oil Price Dependence

Not only that, but it is widely known that oil and solar don't trade against each other. Coal on the other hand does.....as most of our non-renewable electrical plants burn coal....not oil. Common sense alone could have helped you, but you decided to keep the solar-oil relationship myth alive.