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countryplaywright

countryplaywright
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  • Yahoo: Why The Market Has Got It All Wrong And Why I'm Doubling Down Into The Alibaba IPO [View article]
    I read yesterday that yahoo holds most of these alibaba shares in Hong Kong where a sale would not be subject to US capital gains taxes. If that is so, could you factor that in to your excellent valuation models?
    Jul 17 11:09 AM | Likes Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    The loss in after hours for ISIS is another example of gross manipulation with slanderous and false information presented in a quasi scientific way on Seeking Alpha.
    I plan to refer this matter to the NYS Attorney General's Office for review.
    Jun 26 06:07 PM | Likes Like |Link to Comment
  • General Electric And Siemens - Comparison Of 2 Industrial Conglomerates [View article]
    Based on the information that you presented rather than your illogical analysis, the obvious choice is GE. And now that GE has kicked Siemens butt in winning the competition for Alstom, this is a no brainer. For icing on the cake just sit back and collect approximately 50% higher dividends with GE
    Jun 22 06:23 PM | 3 Likes Like |Link to Comment
  • General Electric Not Giving Up On Shareholders As Alstom Deal Comes Within Reach [View article]
    What would it cost for GE to secure tax breaks in one of the states here in the USA and build similar capacity as what they are trying to purchase in France? It would be brand new, using the latest technology and creating construction jobs. Maybe Immelt could lobby Washington to allow him to use some the cash overseas tax free because he would be creating many new jobs and improving the industrial capability of the USA.
    Jun 16 12:51 PM | Likes Like |Link to Comment
  • Siemens makes its counteroffer for Alstom gas turbine assets, GE -1% [View news story]
    The GE deal is so much better for Alstom. The Siemens deal is too complicated, and they are overvaluing their Siemens money losing train unit. Introducing Mitsubishsi only complicates matters worse as they intend to split the steam turbines away from the energy unit creating a money losing result for Alstom. The GE deal lets Alstom stand tall with a bundle of cash in their pockets that they can uses to upgrade the rest of Alstom's pieces.
    Jun 16 12:22 PM | 3 Likes Like |Link to Comment
  • What Will The Alstom Deal Bring To General Electric? [View article]
    If by the transport division you mean locomotive production, GE must not give up that crown jewel. Their new energy efficient locomotives are the envy of the industry.
    Jun 4 06:53 PM | 5 Likes Like |Link to Comment
  • General Electric Not Giving Up On Shareholders As Alstom Deal Comes Within Reach [View article]
    There is no way I would support this deal if GE gave up its locomotive business which is very profitable and very vital to US interests. That's the first I've heard that the French suggested that. The locomotive business is a GE crown jewel, and it must not be traded away.
    May 30 02:46 PM | 13 Likes Like |Link to Comment
  • General Electric Must Prepare To Lose Alstom To Siemens [View article]
    The big question should be, who made the trains that don't fit in 2000 stations in France???
    May 22 09:10 AM | 1 Like Like |Link to Comment
  • General Electric Must Prepare To Lose Alstom To Siemens [View article]
    Siemens wants to unload its train business because it is unprofitable. The French government is now talking about forcing French insurance companies to support French companies by pouring billions in cash into many losing propositions. Democratic capitalism is not about forcing companies who are in the best position to determine what is best for them to instead obey what the governments tells them to do. This leaves the window open for corruption and creates a situation for government officials that could be "a near occasion of sin" and corruption. The French government in exile did not protest when we sent billions in aid and thousands of US troops to free France from Nazi domination, nor did they mind the billions in US funds we gave to help rebuild France. But they do want the children of their former dominators to buy Alston. Does this make any sense?

    If it doesn't work out GE is entitled to a $250 million payment which will only hurt Alston more. Maybe GE can then pick it up on the cheap after bankruptcy.
    May 21 11:53 AM | 4 Likes Like |Link to Comment
  • Isis' (ISIS) CEO Stan Crooke on Q1 2014 Results - Earnings Call Transcript [View article]
    Stop "feeling" and instead look at the facts. The company is a blockbuster. The stock price will eventually follow. There is a trend in the market right now to invest in "riskless" companies which do not grow and can not grow. When the "market" realizes this, it will again turn to investments with risk for growth.
    May 7 10:57 AM | Likes Like |Link to Comment
  • Barron's questions Kynamro, says Isis Pharma could fall 30% [View news story]
    The comical thing about this hatchet job is that the writer as his first and most powerful argument compares the cost of apheresis or biweekly blood cleaning (about $65000/yr) vs the cost of the cheaper of the two new drugs available Kynamro ($176000/yr), which was invented by ISIS rather than the overpriced juxtapid by Aegerion at $275000/yr. The injection or pill is clearly better in terms of quality of life vs the bloodletting at any cost and comparing apheresis vs an injection or pill in terms of cost isclearly ridiculous!
    Aug 11 03:16 PM | 3 Likes Like |Link to Comment
  • General Electric: The Hazards Of A Perfect Stock Even After Solid Earnings [View article]
    Unless management completely flubs, if you believe in the big US business renaissance that is now taking place, you have to believe that GE will play an important role.
    Apr 21 01:54 PM | Likes Like |Link to Comment
  • General Electric: The Hazards Of A Perfect Stock Even After Solid Earnings [View article]
    Your comment is very interesting. I wonder how the GE financial engineering compares to that done at other major corporations.
    Maybe Apple needs to learn a few tricks from GE financial management?
    Apr 21 01:52 PM | Likes Like |Link to Comment
  • General Electric: The Hazards Of A Perfect Stock Even After Solid Earnings [View article]
    that's a lot of firepower!
    Apr 21 11:34 AM | 1 Like Like |Link to Comment
  • General Electric: The Hazards Of A Perfect Stock Even After Solid Earnings [View article]
    The one good thing about this drop is that it enables GE to buy back more shares at a cheaper price below 22 and get those shares outstanding down below 10 billion. This will enhance future earnings calculations. For those who are long time holders, don't look at the price reduction on your account totals, just anticipate your fat dividend payment expected next week.
    Apr 19 03:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
26 Comments
55 Likes