Seeking Alpha

satyr » Comments » AXL

  • 25 Short Candidates  [View article]
    The only two I follow on the list are GE and RAD. The former does not seem like a particularly good short candidate, but given that it trades in a somewhat predictable range, I suppose one can go either long or short on it and have a shot at making a few bucks. RAD probably has a lot more upside than downside. And when it goes up, it can move quickly. I think the potential to have your head handed to you on a platter is pretty good if you short it.
    Aug 07 21:28 pm |Rating: +1 0 |Link to Comment
  • 26 Stocks on the Updated 'Phoenix' List  [View article]
    Interesting list and commentary. I fail to see, however, the relevance of McDonald's CEO's perspective on whether there are green shoots. The current state of the world economy and financial markets is not well measured by how many cheap hamburgers are being sold. Look to factory orders for durable goods, chemicals, construction, and the like if you want meaningful indicators. I am not one to get into the prediction game, because modern-day market action is more tied to psychology than it is to short-term fundamentals. That said, while a call for dip is always going to be accurate (eventually), I don't see a meaningful case around the notion of testing previous lows. Those were precipitated by panic selling and forced liquidations by funds. It would take a lot of bad news to create the same scenario.
    Jun 03 14:37 pm |Rating: 0 -1 |Link to Comment
  • Sputtering Auto Industry Chokes Suppliers - Barron's [View article]
    As with so many articles, a little too broad brush for my taste. No doubt, some suppliers will go under, which will cause some disruption. The turmoil is going to ripple through for a long while

    Keep in mind that many parts suppliers do more than make widgets for GM & Chrysler, and even go beyond passenger vehicles. They are taking a hit, too, due to a weak economy, but don't have all of their bets riding on what happens in Michigan.

    In particular, I think the comment about companies whose stocks are trading under $5 being most at risk is irresponsible. What sort of analysis is that? Take a look at ARM, for example. Things would have to get much worse to drive them to the brink.
    May 11 16:32 pm |Rating: +2 0 |Link to Comment
  • Buyer Beware: 30 Biggest Bankruptcy Risks [View article]
    Looks like the same kind of CYA list that has been circulating for a few months. Few have bothered to do any follow up work to see if the situation has changed for any of these (which it has). Eh, why bother when it is easier to cut and paste? Ford has been cited by several here as a good example, and there are others. And then there is RAD, whose stock has DOUBLED since the doomsayers at Moody's came around. HIG is a similar story. No doubt, some of these companies will fail. But I would not necessarily go running with the lemmings if you want to make some money.
    Apr 20 22:55 pm |Rating: +2 -6 |Link to Comment
More on AXL by satyr
Comments by Ticker
AA, AAPL, AAUKY.PK, AB, ABC, ABD, ABG, ABSNU.PK, ABT, ABWTQ.PK, ABX, ADBE, ADDYY.PK, ADSK, AET, AFL, AGU, AIG, AIV, ALU, AMD, AMKR, AMR, AMZN, AN, ANF, APL, ARM, ARO, ASCA, AXL, AXP, BA, BAC, BBI, BBT, BBY, BDK, BGP, BGPT.OB, BHP, BJ, BKC, BKS, BLC, BLDR, BLKIB.OB, BMTI, BNI, BNPQY.PK,
satyr's
Comments Stats
58 comments
Rating: 61 (78 - 17 )