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TomasViewPoint

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  • Bank Of America's Day Of Reckoning [View article]
    The quality of your article is one of the worst I have seen on SA. Shocking that you manage money.
    Oct 29, 2013. 12:15 AM | 2 Likes Like |Link to Comment
  • Apple - Time To Take Profits As It Cedes Computing Market To Google [View article]
    DK

    A mature analysis is based on more than what you believe based on a few experiences and a few numbers in isolation.

    Read some of the other Apple analysis on this site for a more complete view.
    Oct 28, 2013. 09:43 AM | Likes Like |Link to Comment
  • Bank Of America's Day Of Reckoning [View article]
    This reads like a prosecutors closing arguments with a lot of adjectives, charges and color not a dispassionate analysis which one would expect on an investment site.

    BofA bought CW at the behest of the government and they should have said "no" to that pig so if there is any regrets that is by far the largest. Don't buy troubled institutions.

    The net of all this is troubled institutions will need to be wound down by the government at even larger costs to the taxpayer in the future and mortgage capital will be more scarce.

    BofA can pay for their own sins in a fair and objective manner without all the unintelligent pitchfork crowd slobbering at the gates.
    Oct 28, 2013. 09:40 AM | 21 Likes Like |Link to Comment
  • JPMorgan to settle GSE claims for $5.1B [View news story]
    Tack

    True. LOL!
    Oct 27, 2013. 09:11 PM | Likes Like |Link to Comment
  • JPMorgan to settle GSE claims for $5.1B [View news story]
    Blind leading the blind.
    Oct 27, 2013. 07:14 PM | Likes Like |Link to Comment
  • JPMorgan to settle GSE claims for $5.1B [View news story]
    The targeting of banks and especially large banks is a disservice and distraction from real analysis and debate. Large banks are an outcome not an input into the debate.

    The inputs are large government burdened by commitments and promises that needs large banks to float their debt domestically and internationally along with a citizenry too highly leveraged that wants debt and want it now. Banks serve debt and to the extent the government and population want debt and want it as cheap as possible they grow the banking sector. Banks are not competing for deposits nationwide they are competing for loans.

    Finally all the complaining about banks has become totally irrational. Does anyone complain about retailers leveraging global footprints to deliver apparel to the local store? Pushing credit to buy more clothes? Coming out with new lines of clothes every season and thereby costing consumers thousands of dollars? Or the hip new artist continuing to release hit records and taking money every week from a ear bud wearing public so the artist can live a stupid lifestyle and appear in People magazine?

    And Lord help us we all have to buy groceries. Why can't someone just give them to me for free? On my front step with a French maid.

    Let's just all go back to farming so we can blame the cows for not giving enough milk and kicking the milk pail. At least the blame will stop at the end of the driveway.
    Oct 27, 2013. 07:12 PM | 1 Like Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Trying to think of a new retailer that enjoyed great margins for very long.

    Hmm!
    Oct 27, 2013. 11:30 AM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Ever hear of an LBO? A buyer does not need it all in cash. If it is such a great deal or even a marginal deal there will be plenty of leverage money available. But it's not a great deal. It is a lousy deal.
    Oct 27, 2013. 11:27 AM | Likes Like |Link to Comment
  • Apple - Time To Take Profits As It Cedes Computing Market To Google [View article]
    When the market does not understand the product strategy then the product strategy is flawed. That's on Apple not the consumer.
    Oct 27, 2013. 11:21 AM | Likes Like |Link to Comment
  • JPMorgan to settle GSE claims for $5.1B [View news story]
    DV

    You still peddling this bitter populism?
    Oct 27, 2013. 11:20 AM | 1 Like Like |Link to Comment
  • JPMorgan to settle GSE claims for $5.1B [View news story]
    And government officials received votes for pushing lending standards lower and consumers bought homes way over their heads.

    A real cesspool.
    Oct 27, 2013. 11:18 AM | 2 Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    SA

    What it tells you about Amazon is that nobody is interested in buying it because it is overvalued. No bids on the table and nobody wants it.

    This would have to be a take under.
    Oct 26, 2013. 11:18 PM | 2 Likes Like |Link to Comment
  • Apple - Time To Take Profits As It Cedes Computing Market To Google [View article]
    Hope Apple blows Ichan off............he is a distraction and a leech.
    Oct 26, 2013. 11:15 PM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    wat

    Great comment. I don't know how the eventual scenario plays out but I cannot see it ending well.

    What I believe a lot of people confuse is the value of the stock versus the value of the company. The latter is only determined when someone is ready to write out a check for the entire company. That is a reality check............no pun intended.
    Oct 26, 2013. 04:07 PM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Ray

    Antitrust law is not a single body of code but is spread out over a number of acts and exists at the federal and state level. Very messy and not always clear what should be targeted especially when industries and business strategies are in flux.

    It is clear however that if consumers are disadvantaged or gouged that some government entity is going to react eventually. Even more so if that litigator has an election and political ambitions to fulfill. Another clear point is that they are not looking out for businesses especially if it is two US companies killing each other.
    Oct 26, 2013. 03:56 PM | 1 Like Like |Link to Comment
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