nyoneway's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/295407/comments http://seekingalpha.com/article/172937/comments?source=feed#comment-756759 756759 Thu, 12 Nov 2009 08:07:28 -0500 http://seekingalpha.com/article/142157/comments?source=feed#comment-539038 539038
www.guardian.co.uk/bus...



On Jun 09 12:08 PM User 357705 wrote:

> Wait until the 787 starts delaminating like those rudders did. Oops.
> ]]> Tue, 09 Jun 2009 13:27:13 -0400
www.guardian.co.uk/bus...



On Jun 09 12:08 PM User 357705 wrote:

> Wait until the 787 starts delaminating like those rudders did. Oops.
> ]]> http://seekingalpha.com/article/142157/comments?source=feed#comment-538890 538890

On Jun 09 12:05 PM User 357705 wrote:

> It may seem like splitting hairs but the 340-500 does LA to Singapore
> another two and one half hours flying time beyond HKG. Yes, the 777
> is a nice aircraft. I'd rather fly Airbus if given a choice.]]> Tue, 09 Jun 2009 12:18:55 -0400

On Jun 09 12:05 PM User 357705 wrote:

> It may seem like splitting hairs but the 340-500 does LA to Singapore
> another two and one half hours flying time beyond HKG. Yes, the 777
> is a nice aircraft. I'd rather fly Airbus if given a choice.]]> http://seekingalpha.com/article/142157/comments?source=feed#comment-538843 538843
en.wikipedia.org/wiki/...

Decide for yourself if you still think the A340 is better than the 777.



On Jun 09 11:21 AM User 357705 wrote:

> Airbus makes a better more comfortable aircraft that uses less fuel.
> Take an A-340 from Zurich to LA nonstop and you'll see what I mean.
> Or NY to Singapore nonstop. Even LA to Bangkok nonstop. Is there
> a Boeing aircraft that will do that?]]> Tue, 09 Jun 2009 11:50:39 -0400
en.wikipedia.org/wiki/...

Decide for yourself if you still think the A340 is better than the 777.



On Jun 09 11:21 AM User 357705 wrote:

> Airbus makes a better more comfortable aircraft that uses less fuel.
> Take an A-340 from Zurich to LA nonstop and you'll see what I mean.
> Or NY to Singapore nonstop. Even LA to Bangkok nonstop. Is there
> a Boeing aircraft that will do that?]]> http://seekingalpha.com/article/141907/comments?source=feed#comment-538748 538748 Tue, 09 Jun 2009 11:06:27 -0400 http://seekingalpha.com/article/141907/comments?source=feed#comment-538747 538747 Tue, 09 Jun 2009 11:06:27 -0400 http://seekingalpha.com/article/142157/comments?source=feed#comment-538715 538715
1. These are not insider sells, they are option excercised at $0/share at a fair market price. There's nothing further to read into.

2. We don't neccessary want to go against Jim Cramer, he gets it right at least 50% of the time --that just makes his advice nearly worthless.

3. Disgree --the consumer has a perference on the type of plane they fly. My perference is the Boeing 777 and the model/make of the plane is a factor that influence my decision. With all the recent neg publicity on Airbus, this is Boeing's opportunity to futher build it's public image.

4. Are you just making this up? I'm not sure why you provide that link since it's not relevant to the point that you're trying to make.

5. The trend is towards smaller planes. The A380 is losing traction.]]> Tue, 09 Jun 2009 10:52:50 -0400
1. These are not insider sells, they are option excercised at $0/share at a fair market price. There's nothing further to read into.

2. We don't neccessary want to go against Jim Cramer, he gets it right at least 50% of the time --that just makes his advice nearly worthless.

3. Disgree --the consumer has a perference on the type of plane they fly. My perference is the Boeing 777 and the model/make of the plane is a factor that influence my decision. With all the recent neg publicity on Airbus, this is Boeing's opportunity to futher build it's public image.

4. Are you just making this up? I'm not sure why you provide that link since it's not relevant to the point that you're trying to make.

5. The trend is towards smaller planes. The A380 is losing traction.]]> http://seekingalpha.com/article/139938/comments?source=feed#comment-520879 520879
My homepage is and has always been Yahoo. I don't think there's an advantage to use Google in this regards.]]> Thu, 28 May 2009 08:26:28 -0400
My homepage is and has always been Yahoo. I don't think there's an advantage to use Google in this regards.]]> http://seekingalpha.com/article/137979/comments?source=feed#comment-507614 507614

On May 17 12:25 PM gordon wrote:

> A recent survey revealed 37% of homeowners expect to put their home
> back on the market "when the market improves". Add this shadow inventory
> to the stealth inventory of bank-owned,(sitting on empty non-performing
> mortgages during the "stress tests") it's easily another million
> units, maybe 1.5 mil, doubling existing inventory.]]> Sun, 17 May 2009 18:49:56 -0400

On May 17 12:25 PM gordon wrote:

> A recent survey revealed 37% of homeowners expect to put their home
> back on the market "when the market improves". Add this shadow inventory
> to the stealth inventory of bank-owned,(sitting on empty non-performing
> mortgages during the "stress tests") it's easily another million
> units, maybe 1.5 mil, doubling existing inventory.]]> http://seekingalpha.com/article/136805/comments?source=feed#comment-505400 505400
These types of pratice needs to be stopped.]]> Fri, 15 May 2009 12:11:06 -0400
These types of pratice needs to be stopped.]]> http://seekingalpha.com/article/137499/comments?source=feed#comment-503436 503436 Thu, 14 May 2009 09:28:00 -0400 http://seekingalpha.com/article/137215/comments?source=feed#comment-502148 502148
It doesn't need a Ivy edumation to understand that.

Not to mention that considering the state of the economy, I rather take on a $300k long term debt on 5% interest and stash it away for a rainy day. That's cheap insurance. Even if I'm out of a job for a few years, I can live off that cash.

On May 13 10:30 AM americafirst wrote:

> It's almost like refinancing your home, after it's paid off, even
> though you are already sitting on a nest egg! No wonder our country
> is in the mess it's in! Must be that IVY league education.]]> Wed, 13 May 2009 11:43:46 -0400
It doesn't need a Ivy edumation to understand that.

Not to mention that considering the state of the economy, I rather take on a $300k long term debt on 5% interest and stash it away for a rainy day. That's cheap insurance. Even if I'm out of a job for a few years, I can live off that cash.

On May 13 10:30 AM americafirst wrote:

> It's almost like refinancing your home, after it's paid off, even
> though you are already sitting on a nest egg! No wonder our country
> is in the mess it's in! Must be that IVY league education.]]> http://seekingalpha.com/article/137396/comments?source=feed#comment-502115 502115
What does that tell you?

On May 13 10:23 AM Cetin Hakimoglu wrote:

> I think it's telling us that the recession is not only over, but
> also of a shorter duration than previously anticipated]]> Wed, 13 May 2009 11:28:26 -0400
What does that tell you?

On May 13 10:23 AM Cetin Hakimoglu wrote:

> I think it's telling us that the recession is not only over, but
> also of a shorter duration than previously anticipated]]> http://seekingalpha.com/article/137244/comments?source=feed#comment-501103 501103 Tue, 12 May 2009 17:16:02 -0400 http://seekingalpha.com/article/137050/comments?source=feed#comment-500795 500795
The health of banks are just a reflection of the state of the economy.

On May 12 01:01 PM Andrew Butter wrote:

> I agree this is not a normal downturn, it was caused by the banks
> going bust, that was nothing to do with markets, it was incompetence
> -plus fraud.
>
> That's why I ignored the recent drop in the analysis, my point is
> simply not that there is not very bad news, just I believe the market
> has now priced that in.
>
> I agree that extraordinary economic damage will be caused by the
> borrowing to mend the mistake that was made and that ordinary Americans
> will pay for that for generations,
>
> If there is a message in my essay it's stop throwing money around
> and let the capitalist free market economy fix itself.
>
> I believe it can - once the government gets out of the way.]]> Tue, 12 May 2009 14:13:04 -0400
The health of banks are just a reflection of the state of the economy.

On May 12 01:01 PM Andrew Butter wrote:

> I agree this is not a normal downturn, it was caused by the banks
> going bust, that was nothing to do with markets, it was incompetence
> -plus fraud.
>
> That's why I ignored the recent drop in the analysis, my point is
> simply not that there is not very bad news, just I believe the market
> has now priced that in.
>
> I agree that extraordinary economic damage will be caused by the
> borrowing to mend the mistake that was made and that ordinary Americans
> will pay for that for generations,
>
> If there is a message in my essay it's stop throwing money around
> and let the capitalist free market economy fix itself.
>
> I believe it can - once the government gets out of the way.]]> http://seekingalpha.com/article/135730/comments?source=feed#comment-493047 493047 ]]> Wed, 06 May 2009 20:39:45 -0400 ]]> http://seekingalpha.com/article/135726/comments?source=feed#comment-493038 493038
...."So if you think the firm is "fairly valued" at $10.84/share, you just paid $10.84 for a share that's actually worth $5.42."...

To add to your comment above, the $35 billion is debt that needs to be paid back. If converted to shares, essentially bac will become more profitable sooner, if not years sooner. I would agree that dilution will definitely dampens long term profit/share.]]> Wed, 06 May 2009 20:33:40 -0400
...."So if you think the firm is "fairly valued" at $10.84/share, you just paid $10.84 for a share that's actually worth $5.42."...

To add to your comment above, the $35 billion is debt that needs to be paid back. If converted to shares, essentially bac will become more profitable sooner, if not years sooner. I would agree that dilution will definitely dampens long term profit/share.]]> http://seekingalpha.com/article/135876/comments?source=feed#comment-493016 493016 BAC) $34 million in extra cash needs...."

www.youtube.com/watch?...]]> Wed, 06 May 2009 20:21:34 -0400 BAC) $34 million in extra cash needs...."

www.youtube.com/watch?...]]> http://seekingalpha.com/article/135308/comments?source=feed#comment-490893 490893
The fundamentals are not there to reasonably justify the recent run-up. For those who are fortunate to have participated, take some profit away from the table and wait for a better re-entry point.]]> Tue, 05 May 2009 16:27:37 -0400
The fundamentals are not there to reasonably justify the recent run-up. For those who are fortunate to have participated, take some profit away from the table and wait for a better re-entry point.]]> http://seekingalpha.com/article/135304/comments?source=feed#comment-490867 490867 Tue, 05 May 2009 16:16:49 -0400 http://seekingalpha.com/article/134769/comments?source=feed#comment-490803 490803
]]> Tue, 05 May 2009 15:48:35 -0400
]]> http://seekingalpha.com/article/135302/comments?source=feed#comment-490775 490775
How long is "long term"? The stock price today is essentially the same today as of February of 2005. The price of CHK was relatively flat from end of 2005 to start of 2008.

2008 as you know was a record year for energy commodities. With that said, CHK started 2008 with $40 and like many of it's peers, it spiked during the summer of 2008 and ended the year down more than 50% at ~$17.

The only people who have made money (sans inflation) holding CHK long term would have to made their entry point more than 5 years ago. How far back you want to look now, 10 years?

Arguably, the only person on the list who can justify his compensation is Jamie Dimon, and I'm only saying that because JPM lost less money than the rest of Wall St banks and managed to acquire BSC and WaMu for pocket change. They are well positioned to gain additional market share during the upcoming recovery.]]> Tue, 05 May 2009 15:34:47 -0400
How long is "long term"? The stock price today is essentially the same today as of February of 2005. The price of CHK was relatively flat from end of 2005 to start of 2008.

2008 as you know was a record year for energy commodities. With that said, CHK started 2008 with $40 and like many of it's peers, it spiked during the summer of 2008 and ended the year down more than 50% at ~$17.

The only people who have made money (sans inflation) holding CHK long term would have to made their entry point more than 5 years ago. How far back you want to look now, 10 years?

Arguably, the only person on the list who can justify his compensation is Jamie Dimon, and I'm only saying that because JPM lost less money than the rest of Wall St banks and managed to acquire BSC and WaMu for pocket change. They are well positioned to gain additional market share during the upcoming recovery.]]> http://seekingalpha.com/article/135276/comments?source=feed#comment-490651 490651
Another factor is that fuel prices now are relatively low compare to the Summer of 2008, it'll be interesting to see how Sysco cope with the inevitable rise in fuel prices.]]> Tue, 05 May 2009 14:18:09 -0400
Another factor is that fuel prices now are relatively low compare to the Summer of 2008, it'll be interesting to see how Sysco cope with the inevitable rise in fuel prices.]]> http://seekingalpha.com/article/135317/comments?source=feed#comment-490605 490605


]]> Tue, 05 May 2009 13:53:20 -0400


]]> http://seekingalpha.com/article/135302/comments?source=feed#comment-490397 490397
However you look at it, the CEO is way over-compensated. His pay needs to reflect the current performance of the company and it matters little if it's not his fault that gas prices have dropped.

Genius as he is, he made his acquisitions during a period when prices were record high. Last time I look, the US have at least 100 years worth of reserves. Definitely not running out of this abundant resource in this lifetime.
]]> Tue, 05 May 2009 12:14:57 -0400
However you look at it, the CEO is way over-compensated. His pay needs to reflect the current performance of the company and it matters little if it's not his fault that gas prices have dropped.

Genius as he is, he made his acquisitions during a period when prices were record high. Last time I look, the US have at least 100 years worth of reserves. Definitely not running out of this abundant resource in this lifetime.
]]> http://seekingalpha.com/article/132895/comments?source=feed#comment-477870 477870 Sun, 26 Apr 2009 12:00:02 -0400 http://seekingalpha.com/article/126550/comments?source=feed#comment-431222 431222 Wed, 18 Mar 2009 16:09:44 -0400 http://seekingalpha.com/article/126475/comments?source=feed#comment-429808 429808 Tue, 17 Mar 2009 17:34:12 -0400 http://seekingalpha.com/article/126428/comments?source=feed#comment-429514 429514 Tue, 17 Mar 2009 14:18:07 -0400 http://seekingalpha.com/article/124180/comments?source=feed#comment-413546 413546
Why pre-tax? Do you think debt will get paid before salaries? I mean seriously, where did you attend school?

]]> Wed, 04 Mar 2009 21:28:26 -0500
Why pre-tax? Do you think debt will get paid before salaries? I mean seriously, where did you attend school?

]]>