Bernanke Solidifies Gold Path To $2,000/Oz. [View article]
How do you really value it anyhow, is it cheap or expensive??
2% Inflation justify gold's surge? Now gold is a non-stable assets in my view (huge jump in value way too quickly, ex Apple). It is suppose to maintain it's worth as the dollar falls, but if it goes way too high for a virtually a useless metal (microchips but not valued this high for just microchips) besides ego and flattery. End of the day, it's foolish that gold is protection. Farmland would be a far better way to maintain value, owning debt that is floating interest rate, oil is way more important than gold, S&P 500.... $FSC a business development company, owns most of their loans in floating rate to move if there is rising rates, I believe they have 75%.
The fed has short-term assets that can be sold (money leaves market) raising rates. The fed has huge power over inflation (balance sheet worth trillions), they just cannot respond quickly, since they won't sell assets in chunks but slowly tapering. Once gold's reality sets in, I can see it drops quickly as fear to get out. Gold doesn't have income, it really has limited use and almost valued like baseball cards or pearls. I agree with buffet on this...
btw there was a time Gold was worth over a 1000, which was a peak to only drop as low as 300, I think I owned some at 400 and now its 1600, that is a big joke! I can make people "feel" its worth 300% of what it was worth 2005. How do you really value it anyhow, is it cheap or expensive?? Really you can't tell, just what people willing to pay for it. They can mine more, not limited.
Coming Soon: More Losses At Clean Energy Fuels [View article]
Remember GE is loaning $250 million and I believe they have a small stake as well. They are providing two micro LNG plants, and setting up for more. GE can help back CLNE and much better than CHK partnership.
AIG will not join Hank Greenberg's lawsuit against the government, reports the WSJ as board members are more concerned about damage to the firm's reputation rather than the wrath of Greenberg and his lawyers. [View news story]
AIG almost hurt their brand for being so stupid, and Greenberg needs to shut up and move on. Bottom line the company couldn't survive, since their assets would had gone for almost nothing. Greenberg argued for help, saying it has a trillion in assets but needs time to get better prices. Saying thank you and then suing, is like saying Thank you America and spit in their face. That is just the worst and no ad can counter this type of press.
General Electric Poised To Double? Don't Drink The Kool-Aid [View article]
Netflix doesn't seem to have pricing power and also dealing with competition like Groupon is dealing with. With a fairly low barrier to entry, both companies face major competition. Ge is going through restructuring and refocusing for future growth. It is a stable company with a past and a stable future. Netflix, Groupon, and Ect all will face with the test of time and including Siri. GE is the only original Dow company from the start.
General Electric: A Sleeping Giant Poised To Double [View article]
GE doesn't just sell one thing as of today and Google is a constant innovator too. Both companies are constantly reworking and adding products. I wonder what Google is going to do with segments as they grow, maybe spin them off eventually. Apple is slow to add products, almost like Honda, keeping value and maintaining what you have. Unlike others who willing to throw everything out there quickly and then wonder why they loose so much value. Apple also is careful, selective (normally under Steve Jobs) about what they do, keeping value but they may not have top market share but they have the biggest market share of profits.
General Electric: A Sleeping Giant Poised To Double [View article]
No new products? They don't sell everyone everything! It's not like, a hospital has all GE products and every business has GE. They have plenty of new concepts that never existed and they entered new markets. LNG mini-plant, Coal-Gasifcation, there are all sorts of things they are doing, they even created a microchip for their engine that could end up in tablets for 50% less energy and size. How about actually look at what they do, than just guessing they are just updating products.
General Electric: A Sleeping Giant Poised To Double [View article]
I know that sounds good but for short term only. But each segment can have a strong purpose and help the other segment. For example, GE and cross-sell it's products to companies. Only if they get it right, and I've seen huge effort to do this. Just look at some ads, they sold lighting and helped energy efficiency. They also can assist in finance as well. They had to remove a lot of waste from Jack Welch age. He was good with numbers, just keep merging with big companies. Can that boost earnings temporally? But when it comes down to organic growth, was Welch good at all? I see current management a much better management. This reminds me of GM, each segment could even compete with little or no good management. Verse Ford, conbinding and not afraid to restructure and not just merging to grow.
General Electric: A Sleeping Giant Poised To Double [View article]
Seems like some people just pissed off at people making changes that could sound positive. I see that GE was so bloated, lack of control over businesses and almost like Sears. The transformation is huge, and highly ignored. New management is cleaning the waste and about focusing each segment well. Jack Welch got too much credit, he just bloated the company with big mergers but looked good for a brief period. You can grow earnings, just by merging a fairly large company and Jack looks great.
General Electric: A Sleeping Giant Poised To Double [View article]
I guess infrastructure is bought out of the air? Infrastructure of all kinds can be from GE and can help countries with GE's innovations. Whats wrong with "clean energy"? They aren't moving operations, they are expanding them across the World.
To tax payers footing the bill? GE received a bailout? Well the only one I believe bailed them out was Buffet and GE paid that back.
General Growth Properties (GGP +9%) soars as Bill Ackman's Pershing Square (with a 10% stake) demands the company put itself up for sale. Pershing (as it reminds the board in its letter) famously began buying into the then bankrupt mall-owner in 2008 at $0.25/share and led its restructuring. [View news story]
10% Trying to force the company to sell, is a joke.
Why Jack Welch Is Overrated, And Why You Should Buy GE [View article]
What do you think Welch would do today and how much difference will it be? Is his style able to match the modern world? Brands that use to do very well are struggling to keep solvent.
Why Jack Welch Is Overrated, And Why You Should Buy GE [View article]
There is such a thing called the market that CEOs can't fight against or compare. Ok GE had to get rid of lots of odds and ends business divisions. It might be very easy to buy out companies but actually putting them to work is not easy. Look at GM, they combined a bunch of brands, sure it went up but longterm they have to make a cohesive plan.
Bernanke Solidifies Gold Path To $2,000/Oz. [View article]
2% Inflation justify gold's surge? Now gold is a non-stable assets in my view (huge jump in value way too quickly, ex Apple). It is suppose to maintain it's worth as the dollar falls, but if it goes way too high for a virtually a useless metal (microchips but not valued this high for just microchips) besides ego and flattery. End of the day, it's foolish that gold is protection. Farmland would be a far better way to maintain value, owning debt that is floating interest rate, oil is way more important than gold, S&P 500....
$FSC a business development company, owns most of their loans in floating rate to move if there is rising rates, I believe they have 75%.
The fed has short-term assets that can be sold (money leaves market) raising rates. The fed has huge power over inflation (balance sheet worth trillions), they just cannot respond quickly, since they won't sell assets in chunks but slowly tapering. Once gold's reality sets in, I can see it drops quickly as fear to get out. Gold doesn't have income, it really has limited use and almost valued like baseball cards or pearls. I agree with buffet on this...
btw there was a time Gold was worth over a 1000, which was a peak to only drop as low as 300, I think I owned some at 400 and now its 1600, that is a big joke! I can make people "feel" its worth 300% of what it was worth 2005. How do you really value it anyhow, is it cheap or expensive?? Really you can't tell, just what people willing to pay for it. They can mine more, not limited.
Coming Soon: More Losses At Clean Energy Fuels [View article]
AIG will not join Hank Greenberg's lawsuit against the government, reports the WSJ as board members are more concerned about damage to the firm's reputation rather than the wrath of Greenberg and his lawyers. [View news story]
The Insanity Of The Chase For Special Dividends [View article]
General Electric Poised To Double? Don't Drink The Kool-Aid [View article]
General Electric: A Sleeping Giant Poised To Double [View article]
General Electric: A Sleeping Giant Poised To Double [View article]
General Electric: A Sleeping Giant Poised To Double [View article]
General Electric: A Sleeping Giant Poised To Double [View article]
General Electric: A Sleeping Giant Poised To Double [View article]
To tax payers footing the bill? GE received a bailout? Well the only one I believe bailed them out was Buffet and GE paid that back.
Safety Factors Concerning The Fifth Street Finance 10% Dividend [View article]
General Growth Properties (GGP +9%) soars as Bill Ackman's Pershing Square (with a 10% stake) demands the company put itself up for sale. Pershing (as it reminds the board in its letter) famously began buying into the then bankrupt mall-owner in 2008 at $0.25/share and led its restructuring. [View news story]
Why Jack Welch Is Overrated, And Why You Should Buy GE [View article]
Why Jack Welch Is Overrated, And Why You Should Buy GE [View article]
Pros And Cons Of Investing In Sears Holdings [View article]