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Snoopy1

Snoopy1
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  • Recalls Are A Cost Of Doing Business - GM Still Has 20% Upside [View article]
    George, I assume you shorted around $34.25 Friday. What's your downside target and what do you base this on?

    The recall news already hurt the stock, so what do you know that others don't that will drive the stock down further?
    Mar 15 05:47 PM | Likes Like |Link to Comment
  • Recalls Are A Cost Of Doing Business - GM Still Has 20% Upside [View article]
    A stock will generally go down the amount of the dividend on ex-div day assuming a flat market. There is no free lunch.
    Mar 13 12:38 PM | Likes Like |Link to Comment
  • Recalls Are A Cost Of Doing Business - GM Still Has 20% Upside [View article]
    Did the board or Barra know about the faulty part before this year? I'm not sure. If not, it seems that she is handling it as well as she can.
    Mar 13 12:36 PM | 1 Like Like |Link to Comment
  • GM knew in 2001 of ignition recall issue [View news story]
    $50 might be a little aggressive, but $42-45 seems highly probable at a conservative 9x 2015 EPS.

    The best way to play GM for the next year is to buy a 35/42 Jan call spread and sell a 30 put to help fund it.
    Mar 13 12:32 PM | 1 Like Like |Link to Comment
  • How A Long Is Playing The GM Mess [View article]
    Rather than the C warrants, why not just buy the Jan 2016 42 call options? They are a better buy.

    Barron's yesterday had an article about buying the shares and selling Jan 2015 30 puts and 40 calls for a nice premium. I own GM shares and layered on a 35/42 Jan 2015 1:2 ratio call spread and sold 27 puts to help fund it and it boosts upside similar to a warrant but with less downside above $27.
    Mar 13 12:25 PM | Likes Like |Link to Comment
  • GM: A Playbook For Trading Recall [View article]
    Be greedy when others are fearful.

    Value Investing 101
    Mar 12 11:54 PM | Likes Like |Link to Comment
  • Recall risks run high for GM [View news story]
    I guess that's good news if true, but there may be some customer apprehension to GM products (similar to what Toyota experienced) and some moderate fines.

    That being said, I agree that GM should be bought at $35 or under as I expect the shares to be at least in the low-mid $40 in a year once we get into 2015 without the 2014 charges/investments and Europe breakeven as well as continued China progress.
    Mar 11 09:40 PM | Likes Like |Link to Comment
  • Recall risks run high for GM [View news story]
    I'm not a technician, but there's heavy resistance at $38 since July. No reason for the $38, it just is.

    http://bit.ly/1iwwhq5

    I think a lot of traders will be buying once it breaks and holds above $38. Until then, it acts as a ceiling.
    Mar 11 02:05 PM | Likes Like |Link to Comment
  • Analysis Of Warren Buffett's New Position: Liberty Global [View article]
    Each 100 shares of LBTYA breaks into 50 LBTYA shares and 50 LBTYK shares and the K shares are classified as a spinoff so no tax implications. No change in economic value. Not sure why people are so worried about this.
    Mar 5 01:16 AM | Likes Like |Link to Comment
  • Is Tesla Motors Worth $65 Or $320? Are Ford, GM Or BMW Better Bets? [View article]
    Why wouldn't you invest in GM? I know you have a crystal ball out to 2020, but give us other investors some of your insights.

    You might also want to share this info with the world's top investors since many have large positions in the stock.

    Disclosure: long GM shares and Jan 2015 call spreads.
    Feb 28 02:24 PM | 1 Like Like |Link to Comment
  • Is Tesla Motors Worth $65 Or $320? Are Ford, GM Or BMW Better Bets? [View article]
    Reminds me of the Morgan Stanley analyst who was quoted in the WSJ in 1999 that "one couldn't pay too much for CSCO" stock given the vast growth projections.
    Feb 28 01:56 PM | 5 Likes Like |Link to Comment
  • In The Largest Markets, Ford Leads And General Motors Follows [View article]
    "And who is to say that consumer report is not in GM's hip pocket."

    So you try to justify your position by pushing a possible conspiracy theory? I guess the car magazines and J.D. Powers are also in GM's hip pocket?
    Feb 28 12:28 PM | 2 Likes Like |Link to Comment
  • American Railcar Is Killing It [View article]
    Bret, what are your favorite risk/reward stock ideas now. That way I won't have to read people say that they only heard about ARII etc. after a big run. :-)

    Look forward to your response.
    Feb 22 02:27 PM | Likes Like |Link to Comment
  • Analysis Of Warren Buffett's New Position: Liberty Global [View article]
    Your analysis needs to focus on FCF instead of net income. Otherwise, you're completely missing the real value of the company.
    Feb 20 03:14 PM | 2 Likes Like |Link to Comment
  • Chewing The 'CUD' On General Motors [View article]
    Not only that, but GM won the J.D. Powers Quality Survey and the Cadillac CTS and Chevy Vette won 2013 Car of the Year trophies.

    GM should be in the high $40s in a year, which is quite good. If you look at the Q4 13F filings, many of the world's smartest investors were buying GM at prices slightly higher than today.
    Feb 20 02:57 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
950 Comments
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