llc_kaiba's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/283882/comments http://seekingalpha.com/article/112426-general-electric-not-quite-a-value-trap-more-like-a-value-pit?source=feed#comment-340446 340446

On Dec 29 09:51 AM bocaj21 wrote:

> Alan's comment is well researched and a good analysis. But he then
> extrapolates illogical conclusions from his data. For one thing,
> he implicitly makes non-analogous comparisons between the balance
> sheets of GE and GM. True, GE shareholders will likely have a tough
> go this coming year, but to intimate that GE could fall into "the
> pit" in 2009 like GM did in 2008, is analyticallly nonsense, given
> that it intimates not only a short-term rocky road, but possible
> demise of a respected global company (in no way like AIG). GE certainly
> will survive the current world economic crisis, though a leaner company
> with less emphasis on GE Capital will result. In the long run that
> is good news for equity holders.
>
> What the current economic crisis has produced is a lack of patience
> and a bias that everything will fail. That actually is the important
> good news -- it means that though bad times continue for the foreseealbe
> future, such negativity is the sure sign of better times are ahead
> for those with patience and knowledge that things are never as bad
> )or as good) as they seem.]]> Mon, 29 Dec 2008 10:34:12 -0500

On Dec 29 09:51 AM bocaj21 wrote:

> Alan's comment is well researched and a good analysis. But he then
> extrapolates illogical conclusions from his data. For one thing,
> he implicitly makes non-analogous comparisons between the balance
> sheets of GE and GM. True, GE shareholders will likely have a tough
> go this coming year, but to intimate that GE could fall into "the
> pit" in 2009 like GM did in 2008, is analyticallly nonsense, given
> that it intimates not only a short-term rocky road, but possible
> demise of a respected global company (in no way like AIG). GE certainly
> will survive the current world economic crisis, though a leaner company
> with less emphasis on GE Capital will result. In the long run that
> is good news for equity holders.
>
> What the current economic crisis has produced is a lack of patience
> and a bias that everything will fail. That actually is the important
> good news -- it means that though bad times continue for the foreseealbe
> future, such negativity is the sure sign of better times are ahead
> for those with patience and knowledge that things are never as bad
> )or as good) as they seem.]]> http://seekingalpha.com/article/105676-the-sears-mistake?source=feed#comment-305585 305585 Thu, 13 Nov 2008 17:41:53 -0500 http://seekingalpha.com/article/100843-let-buffet-do-the-buying-for-you?source=feed#comment-288007 288007 Wed, 22 Oct 2008 14:34:05 -0400