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Momintn

Momintn
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  • Morgan Stanley: Auto Industry Is Peaking [View article]
    I disagree with this article. GM and Ford sell at a premium in China as compared to the US market because China thinks the cars are worth more. And they are not identical so you are comparing apples with oranges. If you look at 12-month rolling sales in North America, market share is going up for GM, F, and Chrysler, and going down or flat-lining for foreign cars. There are too many old cars on the road for the industry to be peaking. And if it were peaking, would you want to be in auto parts? That is the most ridiculous thing I have read today. Did the UK save DLPH when it went bankrupt? Nope. So you think people should own it instead of GM? Ridiculous! I hope investors don't follow MS or you will be crying the next time they go bankrupt.
    Jul 31 12:11 PM | 1 Like Like |Link to Comment
  • CBS May Be Eyeing An Earnings Miss [View article]
    We watch or record CBS shows almost every night and I have never once watched how I met your mother. If the stock drops, I will buy more because several shows are likely to be syndicated as well as played on Amazon such as Under the Dome. And NCIS New Orleans is coming out. Also Thursday night Football is ahead on CBS. Take advantage of pullbacks imo.
    Jul 31 11:59 AM | Likes Like |Link to Comment
  • More on Ryland results [View news story]
    Ryland is such a good company and the stock is so cheap, that I can't figure out why people keep selling the stock. The only thing I can figure is the Homebuilders ETF.
    Jul 31 09:15 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    Truck sales was on of the greatest strengths of the quarter. Ford's truck sales were down, GM's were up.
    Jul 30 10:49 AM | Likes Like |Link to Comment
  • What I Bought Over The Last 4 Months, And Why I Bought It [View article]
    Do you know what is wrong with CBI? It's dropping like a knife. This is just another example of why I don't follow UBS and Barclays.
    Jul 30 10:24 AM | Likes Like |Link to Comment
  • Is Delphi Responsible For GM's Ignition Recall? Mary Barra Doesn't Think So [View article]
    Every day Americans see the decline in reliability of every product we buy because we do not manufacture our own parts any more. Delphi also went bankrupt. I know this because I used to own the stock when it went public the first time. I wouldn't buy Delphi now for a penny.
    Jul 30 10:09 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    The US market by auto mfg share (direction of 12 month rolling average):
    1. GM (rolling average up)
    2. F (rolling average up)
    3. TM (rolling average slightly down)
    4. Chrysler (rolling average up)
    5. HMC (rolling average in decline)
    Jul 30 09:43 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    One of the major news networks that covers the stock market every day in the USA.
    Jul 30 09:34 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    Sales are going to do just fine for GM in America. Short this stock at your own peril. Even after CNBC's special on the GM recall, GM North America reported quarterly revenues of $25.7 billion, up 9.3% YoY. Revenues from Ford's biggest market –North America—declined 3% YoY. More people in the USA buy GM cars than any other brand.
    Jul 30 09:21 AM | Likes Like |Link to Comment
  • IBM According To Warren Buffett's Annual Letters To Shareholders [View article]
    "IBM has very little ability to reinvest cash-flow or debt into their business" makes no sense to me. Every year they invest in R&D around $6B (twice HP's investment), a recently-announced additional $3B over 5 years on its semiconductor business, and by buying smaller companies (over $20B so far) with growth potential. By buying back their own stock, it shows they are investing in their own company while the shares are cheap and giving shareholders a larger percent of ownership with retirement of those shares. As a shareholder, I like share buybacks. I know many fault IBM while it is proven that companies who buy back stock outperform the market. It's just a matter of time when this argument is going to fail the bears.
    Jul 30 09:15 AM | Likes Like |Link to Comment
  • GM facing hefty ignition switch lawsuit [View news story]
    Keep in mind that bears on this website don't move the stocks.
    Jul 30 08:54 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    Looks like the economy is too strong to sell off the stock market.
    Jul 30 08:52 AM | 3 Likes Like |Link to Comment
  • Pfizer lowers guidance after Q2 results [View news story]
    For a large pharma mfg, Pfizer is cheap with a P/E of 18 and a forward P/E of 13. With a dividend yield of 3.5%, the stock should perform at least as well as a bond paying the same yield.
    Jul 29 08:35 AM | 1 Like Like |Link to Comment
  • The Day I Sold Everything: Questions Answered [View article]
    Lack of interest. That's why they talk about "sell in May".
    Jul 28 10:33 AM | Likes Like |Link to Comment
  • The Day I Sold Everything: Questions Answered [View article]
    Hope you don't mind paying taxes. Most people try to avoid it. And summer is generally a good time to buy stocks, so don't wait too long to buy your picks for next year.
    Jul 28 10:27 AM | Likes Like |Link to Comment
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