turbo47's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/88884/comments http://seekingalpha.com/article/126151-atlas-pipelines-i-m-out-of-here?source=feed#comment-430007 430007 Thanks very much for your thoughtful analysis. I wish both of us had "been out of here" a lot sooner. My problem was I heard what I wanted to hear. ..had a nice chat with Ed Begley when the stock was at 7...as I recall a Citicorp analyst had blown the whistle about possible debt covenant problems in '09, so I called the company and heard what I wanted to hear. Nobody misled me, but me.
Sorry for both of us. Thanks again fror your take.
Turbo]]> Tue, 17 Mar 2009 21:40:20 -0400 Thanks very much for your thoughtful analysis. I wish both of us had "been out of here" a lot sooner. My problem was I heard what I wanted to hear. ..had a nice chat with Ed Begley when the stock was at 7...as I recall a Citicorp analyst had blown the whistle about possible debt covenant problems in '09, so I called the company and heard what I wanted to hear. Nobody misled me, but me.
Sorry for both of us. Thanks again fror your take.
Turbo]]> http://seekingalpha.com/article/100443-how-low-can-mining-stocks-go?source=feed#comment-285109 285109 I concur with the appreciation of your thoughtful piece. Would you be good enough to take a longer term view, back before the 2002 trough? What were the parallels with the 1974, 1987 and 1998 bottoms? Are they even relevant, given the different structure of world demand?
In any event, thank you. Are you watching the Baltic Dryships index for a clue on the near term bottom of metals prices? Being long some of these stocks, I'm watching quite eagerly.
Turbo]]> Sat, 18 Oct 2008 08:55:04 -0400 I concur with the appreciation of your thoughtful piece. Would you be good enough to take a longer term view, back before the 2002 trough? What were the parallels with the 1974, 1987 and 1998 bottoms? Are they even relevant, given the different structure of world demand?
In any event, thank you. Are you watching the Baltic Dryships index for a clue on the near term bottom of metals prices? Being long some of these stocks, I'm watching quite eagerly.
Turbo]]> http://seekingalpha.com/article/93319-lehman-follows-good-bank-bad-bank-to-redemption?source=feed#comment-242459 242459 I like your good bank/bad bank thesis. It isolates the problem, which is the fear based valuation of over the counter illiquid assets. Following the Enron debacle, the FASB implemented mark-to-market imperatives which in concept made sense, but in reality had only unintended negative consequences. When fear and uncertainty become the dominant characteristics in an illiquid over the counter market, the next bid is "no bid."
Further, as a response to Richard, the "heart of the company" referring to Lehman Brothers is its people (employees, traders, sales personnel) who generate substantial profits. Separating the assets, deemed to be unpriceable at any realistic valuation allows a return of focus to the real "heart of the company."
I would expect a separation of assets under the good bank/bad bank concept espoused by Roger to be worthy of an increase in the share price of Lehman stock. In such an event, I would look for a return to the $20+ range for their shares.
IMO.
Turbo]]> Sun, 31 Aug 2008 09:23:17 -0400 I like your good bank/bad bank thesis. It isolates the problem, which is the fear based valuation of over the counter illiquid assets. Following the Enron debacle, the FASB implemented mark-to-market imperatives which in concept made sense, but in reality had only unintended negative consequences. When fear and uncertainty become the dominant characteristics in an illiquid over the counter market, the next bid is "no bid."
Further, as a response to Richard, the "heart of the company" referring to Lehman Brothers is its people (employees, traders, sales personnel) who generate substantial profits. Separating the assets, deemed to be unpriceable at any realistic valuation allows a return of focus to the real "heart of the company."
I would expect a separation of assets under the good bank/bad bank concept espoused by Roger to be worthy of an increase in the share price of Lehman stock. In such an event, I would look for a return to the $20+ range for their shares.
IMO.
Turbo]]> http://seekingalpha.com/article/82454-is-trading-for-a-living-wise?source=feed#comment-191592 191592 A well thought out piece with good advice. Having been a player for 40 years it's lovely to see what goes around come around.
The Cramer mess is a travesty. Have you sent your Cramer-clips to CNBC?
Thanks again,
Turbo]]> Tue, 24 Jun 2008 07:55:19 -0400 A well thought out piece with good advice. Having been a player for 40 years it's lovely to see what goes around come around.
The Cramer mess is a travesty. Have you sent your Cramer-clips to CNBC?
Thanks again,
Turbo]]> http://seekingalpha.com/article/71159-book-review-blue-blood-and-mutiny-the-fight-for-the-soul-of-morgan-stanley?source=feed#comment-136947 136947 Sat, 05 Apr 2008 10:45:02 -0400 http://seekingalpha.com/article/69289-crocs-value-building-or-value-trap?source=feed#comment-129090 129090 Thanks for your thoughtful piece.
Turbo]]> Wed, 19 Mar 2008 22:04:40 -0400 Thanks for your thoughtful piece.
Turbo]]> http://seekingalpha.com/article/69289-crocs-value-building-or-value-trap?source=feed#comment-129089 129089 Thanks for your thoughtful piece.
Turbo]]> Wed, 19 Mar 2008 22:04:28 -0400 Thanks for your thoughtful piece.
Turbo]]> http://seekingalpha.com/article/60291-s-p-500-falls-well-below-analyst-targets?source=feed#comment-110639 110639 ]]> Tue, 15 Jan 2008 18:54:27 -0500 ]]> http://seekingalpha.com/article/59925-mbia-in-the-news-i-won-t-say-i-told-you-so?source=feed#comment-109944 109944 Sun, 13 Jan 2008 12:07:39 -0500 http://seekingalpha.com/article/58478-my-ten-predictions-for-2008?source=feed#comment-107075 107075 Thu, 27 Dec 2007 14:50:01 -0500 http://seekingalpha.com/article/33249-synalloy-corporation-a-sneaky-metals-and-chemicals-growth-case?source=feed#comment-92244 92244 SYNL which I am long, and I doubt you still are needs an update report. Since your April report the compamy has posted another dynamite quarter. Also, the short interest has gone from under 200,000 shares to 1.3 million shares. The stock with no apparent resistance has dropped from 47 to 22. What are your thoughts?
Thanks,
Turbo]]> Thu, 26 Jul 2007 20:34:31 -0400 SYNL which I am long, and I doubt you still are needs an update report. Since your April report the compamy has posted another dynamite quarter. Also, the short interest has gone from under 200,000 shares to 1.3 million shares. The stock with no apparent resistance has dropped from 47 to 22. What are your thoughts?
Thanks,
Turbo]]> http://seekingalpha.com/article/38541-smith-micro-software-the-iphone-alternative?source=feed#comment-88893 88893 John S.]]> Mon, 18 Jun 2007 09:22:37 -0400 John S.]]>