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  • American Airlines: An Analysis After The Sell-Off [View article]
    Nice article. I bought 500 shares yesterday. Maybe I would have waited longer if I had read your advice, but I never have bought anything at its lowest price so my record is intact. Still, anything after the sell off may be OK. I have made some profit on this stock before at a much higher average entry point and hope to see another shot at a price I did not think I would see. Doug made his point and I hope the execution plays out.
    May 21, 2015. 10:37 AM | 2 Likes Like |Link to Comment
  • Will This Next-Gen Malibu Reverse General Motors' Sales Trend? [View article]
    Jim, the Ford Escape is a good looking crossover. I hope your son enjoys it. It is hard to brainwash me since I am constantly reading consumer reports and other business news. I did graduate Magna Cum Laude with an accounting degree and passed the CPA exam. Suggest you study the North American parts % on all cars when you go to the next auto show, which will back me up on my statements. I am hopeful that Ford does very well in the future. I am a passenger car buyer and not interested in trucks, SUV's, or Crossovers at this time. I respect your right to buy Ford and I have money invested in this company. You should respect my right to quote facts, in exchange. I won't be back to this site to reply after this post. Happy investing.
    May 15, 2015. 10:57 AM | Likes Like |Link to Comment
  • Will This Next-Gen Malibu Reverse General Motors' Sales Trend? [View article]
    3 years ago, it took only 80 cents to buy 1 yen. Now it takes $1.19. The yen is much stronger compared to the dollar based on current prices. It is good to have Toyota, Honda and Hyundai building cars here because they will sell and they are being exported. GM and Ford do not build any cars in Japan because they won't sell there. I hope GM and Ford can do very well going forward. They need to get better at quality because their profits are dependent on trucks and large SUV's, all lower mileage vehicles. Consumer Reports poll over 1 million people (their subscribers) about autos and GM and Ford do not fare so well on reliability yet. I rely on what the facts say, not guesses. When you go to your next auto show, just study the % where the parts are coming from on all models. These have to be accurate by regulation. Again, I wish nothing but good things for GM and Ford. I own shares in both, none in a non-U.S. based auto company. I would love to buy a Chevrolet or Ford, but they have to build them better and GM is catching with their styling, in my opinion. I hope both do a lot of sales in the future. My money is riding on it at the present time.
    May 15, 2015. 10:49 AM | 1 Like Like |Link to Comment
  • Will This Next-Gen Malibu Reverse General Motors' Sales Trend? [View article]
    GM is big in Mexico among others, but still North American parts are only U.S. and Canada. Check it out.
    May 14, 2015. 02:08 PM | Likes Like |Link to Comment
  • Is Cisco Looking To Buy The Growth It Lacks? [View article]
    Hard to write off Cisco. That is all I can say at the moment.
    May 14, 2015. 02:06 PM | 1 Like Like |Link to Comment
  • Will This Next-Gen Malibu Reverse General Motors' Sales Trend? [View article]
    Toyota is also a large exporter of autos from the U.S. and employs thousands of U.S. workers. See

    I do not own TM stock, but I do own GM and F.
    May 13, 2015. 06:33 PM | Likes Like |Link to Comment
  • Will This Next-Gen Malibu Reverse General Motors' Sales Trend? [View article]
    Do some research, you are incorrect regarding overall parts. Look up Toyota plants in the U.S. on the internet. To represent 82% of the car parts coming from North America and not being accurate would be foolish. Better question, is why does GM only have 72-73% North American parts when based in U.S. Dumb is the right word for some.
    May 13, 2015. 06:11 PM | 3 Likes Like |Link to Comment
  • Will This Next-Gen Malibu Reverse General Motors' Sales Trend? [View article]
    I like that GM is finally getting the idea that their designs have been lagging way behind. If they can get the price, mileage and reliability right, I think the Malibu will be a big seller. I own GM stock but have a 2012 Camry hybrid, a great car. Our Camry also has more North American parts in it at 82% than any GM car I saw at the auto show (it was built in Kentucky). I will buy another car next year, and keep the Camry, and I will be looking for a car that will last a very long time and get above average gas mileage. And yes, I had a 1964 Malibu SS I bought when I was 18.
    May 13, 2015. 03:36 PM | Likes Like |Link to Comment
  • Distractions Hindering American Airlines [View article]
    The volatility in AAL was driving me nuts, so I sold all my shares. I am in the camp of not fully understanding its low valuation. One day it might break out, but it may go to 45 too.
    May 11, 2015. 03:22 PM | 1 Like Like |Link to Comment
  • Cisco: Don't Expect A 'Microsoft-Type Revival' Without John Chambers [View article]
    I am under the belief that Chambers is stepping up because he wants to. Heck, he is a very rich man now who still will a substantial say as Board Chairman. Robbins may not be an engineer, but he is a marketing type who appears to want to sell products and no doubt, he has aided in making Cisco a more efficient company. Chambers made so many acquisitions to grow Cisco, it would take a lot of time to just list the companies he acquired. Now, it is very expensive to buy technology. Perhaps more acquisitions will happen, perhaps Cisco's own will move the needle forward, I don't know. I am a small stockholder and hope Cisco evolves to stay relevant as a great company with great products and services. Microsoft's stock jumped when Ballmer left because he was terrible at making smart acquisitions, yet with the Microsoft operating system and Office, I think Microsoft succeeded in increasing its Revenue and NI greatly. However, Gates was around to approve of Ballmer's actions. But anyone taking over a company that was selling at a high P/E ratio as Microsoft was when Gates stepped down, it may have been an almost impossible task for anyone to keep the stock price going up. Microsoft's operating system is still in need of significant improvement, as well as Internet Explorer. If they don't figure out a way to keep these systems from locking up on a regular basis, perhaps they could lose their current Mojo at some point. I think there is an opportunity here. I am off subject now.
    May 10, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • General Electric: Gutsy Move, Should You Fade The Stock? [View article]
    After digesting information overload over the weekend, I sold my 4,000+ shares this morning. As with any stock, GE may go up or down from today. If it does move down to pre-announcement level, I may buy back in. Just not sure, yet.
    Apr 13, 2015. 06:04 PM | 2 Likes Like |Link to Comment
  • JPMorgan's Buyback Has Been Harmed By Perpetual Dilution [View article]
    It is regrettable that every company overcompensates officers with rich stock options, always thinking stock rewards will retain good employees and boost profits over the long haul. Directors are also included in these deals. I have no doubt that the same overall profitability would be obtained with less generous plans as good employees will perform well because they want to and that year-end cash bonus is usually very satisfying. The stock makes their net worth jump over time, but if they leave for a better job, more options are right there at that hew job. The CEO has to worry little because if he is well liked by a Board that is usually a rubber stamp anyway, well, his options will just get redone if his options are underwater because who else could have done better? Executive pensions? Wow on those, too.
    Apr 13, 2015. 05:56 PM | 2 Likes Like |Link to Comment
  • Moody's Has A Cow, Slams GE's Masterful Financial Engineering [View article]
    Financial engineering or good business move? Believe in the later. "Bailout" by NY Fed bigger than TARP? Where does that come from? Problem with GE guaranty of GE Capital debt, it effectively did anyway. Debt reduction of GE Capital goes from $350B now to $300B in 2015 to $100B by 2018, then $90B by 2019. Cash used on this engineering appears to be $6B to pay income taxes, rest is non-cash the way I follow GE's calculations. I doubt you own GE so why all the wailing?
    Apr 12, 2015. 11:32 AM | 4 Likes Like |Link to Comment
  • Moody's Has A Cow, Slams GE's Masterful Financial Engineering [View article]
    GE Capital debt drops from $350B to $180b by 2016, to $100B by 2018 and to $90 by 2019. If any new debt is issued by GE, it will be to fund Capex and acquisitions that GE considers positive moves to strengthen the industrial operations, not dividends or buybacks. Appears that the only cash outlay will be $6B for taxes, a one time event on this "engineering" (bad choice of words). GE already effectively guaranteed GE Capital debt so why the concern?
    Apr 12, 2015. 11:24 AM | 8 Likes Like |Link to Comment
  • General Electric Resorts To Financial Engineering To Boost Stock Price [View article]
    GE, in my opinion, has made a good move, not financial engineering but a business decision that the investment community has been advocating for years.
    Apr 12, 2015. 11:13 AM | 13 Likes Like |Link to Comment