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megiddo666 » Comments » GS

  • China Water & Drink Favors Institutional Investors [View article]
    Why this article came back up on Oct. 31 a day after the Hekmann deal closed is erroneous. The Goldman PIPE was done in January.
    Oct 31 09:11 am |Rating: 0 0 |Link to Comment
  • Financial Terrorism? - Cramer's Stop Trading! (9/18/08) [View article]
    Cramer was coached. Cramer keep giving "the message" and do not back off.

    Make sure the investigators are reminded for months to come -- somebody almost wrecked America by "shorting out" its financial system -- a financial Pearl Harbor and 9/11 combined when one considers the wreckage of the last few weeks.

    "They" should pay -- big time, even if it is a country. Let's see -- whose markets were closed today due to a "financial crisis?" Wonder which financial crisis?

    While you're at it, make sure you throw in a call for the LSE and UK govt. to investigate its denial of service attack the Monday after the FNM and FRE takeover.
    Sep 18 17:47 pm |Rating: 0 0 |Link to Comment
  • China Water & Drink Favors Institutional Investors [View article]
    This is one way to see it. Another way is that Goldman, etc. Are going to make a ton of money. There will be share dilution at some point, which will create additional trading liquidity and possibly drop the price. However, there is much to the story untold above.

    The current PE is only 24x earnings, the company is opening a huge production expansion in 2Q 08. Additionally, its nine months performance and business outlook, even without expansion via acquistion is strong. If any share dilution takes place, if acquisitions are accretive in 08. It seems good news. Also the Chinese govt. has already said it is restricting capital inflows and Chinese bank lending in 08 to cool the economy. As one holding CWDK shares, I am not particularly concerned about the share price or the deal...However someone wanting to get in at a lower entry price might have reason to question this deal.
    Jan 28 11:53 am |Rating: 0 0 |Link to Comment
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