Sepod

Solar Energy's Potential Bottom

I'm still Short (Puts) FSLR, so lets wait a few days before we call a bottom. I'll be Long (Calls) FSLR by then. ; ))

Dell a Potential Double - Analyst

If we get 20% unemployment, we'll have a lot more to worry about then DELL. There will be anarchy in the Streets.


On Apr 09 06:28 AM donzelion wrote:

> I'd go one step further in the "downside expectations" - say unemployment
> rises to 20% in the US (v. projections of 10%), say IT spending falls
> in the US from 5-10% (v. projections of 2.5 - 5%).
>
> Dell would go from profitable to unprofitable, and certainly suffer
> serious losses. Netbooks might obliterate margins from the notebook
> lines.
>
> The question in my mind is: does Dell have the management, financial,
> and other capabilities necessary to respond, survive, and thrive?
> Absolutely.

15 Companies That Might Not Survive 2009

Our BIG OLD Federal Government, will never intervene in regards to any of these poor Company's. They've only showed a propensity towards assisting our Financial System (Banks, Brokers & Insurance Company's) as well as our Manufacturing Base (Automobile's), although, Chrysler, now a Private Corp, will certainly become an exception. I have a strong feeling, it would set a bad precedent to see our Gov, bail out Company's in private hands, as, IMO, it's bad enough that publicly held Corp's are pulled out of harms way with the BIG HAND of Government.

Lenders, Loan Modifications and Coming 'Cram-Downs'

One more comment. The Homeowners my Company has helped over the years by doing loan modifications on their behalf, have had more than a 60% rate of recidivism over the past 3 years. It just may be, that a goodly number of people were just not cut out to be homeowners.

First Call of a Double-Dip Recession: Setting Up a Market Bottom?

About 3 years ago, A friend of mine, purchased a brand new home from a Builder, in a Gated Community that he recently built, in Southern CA. The Builder (Lennar) is a top 5 builder of Homes in the USA, and is listed on the NYSE. It was recently revealed that the appraiser worked for both the Builder and the Bank that gave my friend the Mortgage, unfortunately, he didn't find out until he wanted to sell the House and move back to the Eastern part of the USA nearly 3 years later. His Attorney is currently negotiating with the Builder and the Bank since he is underwater with his Mortgage...his home is worth a lot less than his Mortgage Balance, due to the fact that he overpaid when the house was appraised for a lot more than it was worth at the time.

First Step to Fix the Markets: Let Shareholders Vote on Buybacks

AAPL is a textbook case wherein Management can spend $5BB - $10BB buying their shares back without even breaking a sweat. They've been sitting on a rapidly growing stockpile of cash that, as of now has reached $25BB. And the only thing this cash horde gets them is a fabulous balance sheet, besides that, it merely sits there and grows. Yes, they've purchased a few Companies here and there, but that hasn't even dented their pile in the least. The stock is down from 203 approximately a year ago to a current price of 85. What better way to open up the purse strings than to buy their own shares at prices that may never be seen again. C'mon Steve Jobs let's see a share buyback, as that may very well be the impetus that AAPL needs to give it a kick start in the butt, so this wonderful stock can have a price equal to it's greatness. BTW Steve, while you're buying back AAPL shares, how about if you get on the Toob and tell your adoring public that not only are you still alive...but flourishing, as that would add additional credence for a precipitous rise in AAPL shares posthaste.

Lenders, Loan Modifications and Coming 'Cram-Downs'

I work for a Loan Mod Co. We are able to reduce the monthly mortgage payments of a client IN NEED by approx 30% - 40%, and we're done better, in these financially horrendous times. We do this by convincing our clients lender, that he will be unable to continue with his payments if he's not given sufficient relief. More in our favor is the current period of falling housing prices, and this, plus the fact that Lenders do not want to be real estate moguls, where thousands of homes fill with squatters and simply deteriorate along with the lenders profits. 92 of 100 lenders will acquiesce when presented with the reality of his choices. If anyone needs help, I will offer a free consult via Email or phone. [e-mail] . Credit card Debt is another problem we can fix.

Seeking Alpha Stock Market Email Alerts FAQ

Hello,

Regarding your Options Outlook and Options Trader Email Alerts.
Why do I receive them for the PREVIOUS Day.
On Saturday afternoon, I receive Friday Mornings Alerts.
On Friday, I receive Thursdays Alerts, and on Thursday, I receive Wednesdays Alerts. These Alerts are absolutely worthless a day after the fact.
What is your purpose with this ridiculous scheduling?

Thank You

Options Trader: Wednesday Outlook

I should have added, that I subscribe to "Seeking Alpha" via Email, which I receive every morning at 8:10 AM EST. I received this Article on Thursday, although it was clearly written to be an Outlook for Wednesday. Every Article I receive from "seeking Alpha" is always a day too late, although, the published day of the above is 11/26, I received it on 11/27, which rendered it useless.

Options Trader: Wednesday Outlook

Why do you post Wednesdays Outlook on Thursday? In addition you always wait to post outlook's on the following day. If you're going to post an Outlook, how about posting it on the morning of the day in question? After all, an Outlook, is an expectation of the future, and not the past.

Should the SEC Force Hedge Funds to Disclose Short Positions?

Naked shorting is not allowed. The problem lies with enforcement. Chris Cox, SEC Chair has chosen to look the other way when it comes to Naked shorting enforcement.

How Are Apple and RIM Moving Up?; Sandisk's Flash of the Future

Cats & dogs are living together, and in other news Steve Jobs has, via Apple's 'Hot News' page, announced that Apple will, FINALLY, support third-party development of native applications for the iPhone. From APPLE .... "We are very excited about creating a vibrant third party developer community around the iPhone and enabling hundreds of new applications for our users," but they are taking the time to do it properly "because we're trying to do two diametrically opposed things at once -- provide an advanced and open platform to developers while at the same time protect iPhone users from viruses, malware, privacy attacks, etc."