gratianus

7 Comments

    • Greenspanism Is Looking Pretty Good [view article]
      Is Phil Gramm ghosting for you? Jul 17 02:40 PM
    • Boone and Baum on Scapegoats and Speculators [view article]
      No, you got it right. I just completed your thought with "and the rate of increase in the prices of commodities" without noting you referenced increase in the supply. Jun 04 08:43 PM
    • Boone and Baum on Scapegoats and Speculators [view article]
      I think you meant to say: parallel, or coincidence and not disparity:
      'the remarkable disparity over the last few years between the rate of increase in the supply of paper money all around the world and the rate of increase in the supply of commodities.'
      Jun 04 08:38 PM
    • Merck, Schering-Plough: Confessions of a Vytorin Patient [view article]
      I'm an SGP shareholder. I don't take Zetia or Vytorin but a generic statin that does a fine job of supressing my LDL. As a shareholder I find almost everything expressed above--even the comments critical of the products' broad use--encouraging, since there obviously is a continuing need for these drugs even if the panel's and the NEJM's editorials were to be substantiated by subsequent studies. The point as an investor is that at current prices there seem to be absolutely no revenues or profits factored into SGP's share price. If there is continued revenue, even attenuated as it will be, the market is grossly misreading Schering's position.
      Though I wonder about how the data was presented at the ACC meeting, I'm not surprised by the hysterical media reporting or the market's Henny Penney response. Let's see where SGP is six months from now.       Apr 03 09:31 PM
    • GM, Ford Confuse Investors With The Turnaround Dance [view article]
      For the life of me, I can't understand why anyone would take the Ford coversion offer, since the premium you receive over the conversion rate stipulated in the convertibles is $14.25 in Ford common, and for that "premium" you forfeit the $3.25 annual distribution, which works out to 22.8% on the "premium." Can someone explain to me why Ford thinks anyone would jump at this opportunity. Jul 11 01:56 PM
    • Five Value Stock Picks From Ken Fisher of Fisher Investments [view article]
      I'm not sure what is meant by NZT being "under pressure," since the ADR has run from $19.63 last July to $28.90 today. That low coincided with terrible earnings in the wake of the New Zealand government's imposed unbundling of services and opening of NZT's hardwire lines to competitors. Perhaps over time NZT will, as you suggest, break itself up. What has driven NZT since its low has been recognition that government interference couldn't get much more radical, that the dividend remains fat, and that the New Zealand dollar has been on a rampage. Jul 10 07:15 PM
    • Five Value Stock Picks From Ken Fisher of Fisher Investments [view article]
      I'm not sure what is meant by NZT being "under pressure," since the ADR has run from $19.63 last July to $28.90 today. That low coincided with terrible earnings in the wake of the New Zealand government's imposed unbundling of services and opening of NZT's hardwire lines to competitors. Perhaps over time NZT will, as you suggest, break itself up. What has driven NZT since its low has been recognition that government interference couldn't get much more radical, that the dividend remains fat, and that the New Zealand dollar has been on a rampage. Jul 10 07:14 PM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»

Trading Center