jimsep's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/96014/comments http://seekingalpha.com/article/97097-time-to-buy-boeing?source=feed#comment-263466 263466 Calling stockbuy-backs a return to the investor is a fallacy.]]> Wed, 24 Sep 2008 10:11:48 -0400 Calling stockbuy-backs a return to the investor is a fallacy.]]> http://seekingalpha.com/article/95319-is-the-high-home-ownership-rate-hurting-michigan?source=feed#comment-255036 255036 Mon, 15 Sep 2008 12:49:27 -0400 http://seekingalpha.com/article/95255-the-test-of-wills-at-boeing?source=feed#comment-253755 253755
If they cave, this company is headed in the same direction as the US auto industry. That means the stock will go down. A lot!



]]> Sun, 14 Sep 2008 02:11:03 -0400
If they cave, this company is headed in the same direction as the US auto industry. That means the stock will go down. A lot!



]]> http://seekingalpha.com/article/95192-brazil-s-oil-power-grab-could-hit-petrobras?source=feed#comment-253749 253749 Sun, 14 Sep 2008 02:02:42 -0400 http://seekingalpha.com/article/95233-foreclosures-actually-dropped-if-you-don-t-count-five-states?source=feed#comment-253748 253748 Sun, 14 Sep 2008 01:59:06 -0400 http://seekingalpha.com/article/94903-bespoke-s-international-equity-snapshot-9-10-08?source=feed#comment-251690 251690 Thu, 11 Sep 2008 11:57:30 -0400 http://seekingalpha.com/article/94559-wamu-s-killinger-how-did-he-last-so-long?source=feed#comment-249609 249609
Plenty of bank managements that caused or presided over vast destructions of company wealth are still there. Soveriegn and Zion are two examples.]]> Tue, 09 Sep 2008 14:34:05 -0400
Plenty of bank managements that caused or presided over vast destructions of company wealth are still there. Soveriegn and Zion are two examples.]]> http://seekingalpha.com/article/94363-canadian-pacific-changes-focus?source=feed#comment-249603 249603
Give me a break!]]> Tue, 09 Sep 2008 14:30:14 -0400
Give me a break!]]> http://seekingalpha.com/article/93468-homebuilders-nvr-buys-lots-from-beazer-housing-tracker?source=feed#comment-244607 244607
Where they are dumb is because they haqve no knowledge, or do not act on fundamental economics.]]> Wed, 03 Sep 2008 12:31:17 -0400
Where they are dumb is because they haqve no knowledge, or do not act on fundamental economics.]]> http://seekingalpha.com/article/93681-homebuilder-trends-another-private-builder-fails-housing-tracker?source=feed#comment-244587 244587 Wed, 03 Sep 2008 12:10:49 -0400 http://seekingalpha.com/article/93468-homebuilders-nvr-buys-lots-from-beazer-housing-tracker?source=feed#comment-243888 243888
Where would be today if they had thought of this a year ago?

This industry is up there with automobiles and banks for the stupidity of managements.]]> Tue, 02 Sep 2008 12:08:38 -0400
Where would be today if they had thought of this a year ago?

This industry is up there with automobiles and banks for the stupidity of managements.]]> http://seekingalpha.com/article/93468-homebuilders-nvr-buys-lots-from-beazer-housing-tracker?source=feed#comment-243886 243886
How much are we paying CEO Toll to come up with that idea?]]> Tue, 02 Sep 2008 12:03:04 -0400
How much are we paying CEO Toll to come up with that idea?]]> http://seekingalpha.com/article/92634-dividends-show-differences-between-financials?source=feed#comment-239436 239436 Tue, 26 Aug 2008 13:39:04 -0400 http://seekingalpha.com/article/92659-sovereign-bancorp-s-gse-preferreds-what-was-the-company-thinking?source=feed#comment-239433 239433 Tue, 26 Aug 2008 13:34:29 -0400 http://seekingalpha.com/article/92200-homebuilders-try-to-ride-tax-credit-wave-housing-tracker?source=feed#comment-237157 237157 1) Stop building
2) Lower prices]]> Sat, 23 Aug 2008 10:51:25 -0400 1) Stop building
2) Lower prices]]> http://seekingalpha.com/article/90929-homebuilders-lennar-tries-commissions-smart-cars-housing-tracker?source=feed#comment-231173 231173 Fri, 15 Aug 2008 11:12:56 -0400 http://seekingalpha.com/article/90915-clean-energy-etfs-face-off?source=feed#comment-230175 230175 Thu, 14 Aug 2008 10:29:24 -0400 http://seekingalpha.com/article/90820-financial-sector-and-the-sec-short-selling-rule?source=feed#comment-230156 230156
It does not do its job and shoujld be closed down.]]> Thu, 14 Aug 2008 10:19:20 -0400
It does not do its job and shoujld be closed down.]]> http://seekingalpha.com/article/90553-zoltek-are-fundamentals-really-as-good-as-ever?source=feed#comment-229527 229527 Wed, 13 Aug 2008 12:49:23 -0400 http://seekingalpha.com/article/90618-mcdermott-international-inc-q2-2008-earnings-call-transcript?source=feed#comment-228930 228930 Tue, 12 Aug 2008 18:24:30 -0400 http://seekingalpha.com/article/90618-mcdermott-international-inc-q2-2008-earnings-call-transcript?source=feed#comment-228928 228928
If they think the stock is cheap why don't they persuade their clients to buy it, or have the totally lost the ability to do that?.

I always thought it was the company's business to maximize profits.
Now we seem to be in a mantra of companies trying to support their stock by buying it for the corporation.

By the way has anyone else noticed that it doesn't work all that well ?]]> Tue, 12 Aug 2008 18:22:51 -0400
If they think the stock is cheap why don't they persuade their clients to buy it, or have the totally lost the ability to do that?.

I always thought it was the company's business to maximize profits.
Now we seem to be in a mantra of companies trying to support their stock by buying it for the corporation.

By the way has anyone else noticed that it doesn't work all that well ?]]> http://seekingalpha.com/article/90622-poll-shows-73-americans-think-starbucks-is-overpriced?source=feed#comment-228896 228896 Tue, 12 Aug 2008 17:45:50 -0400 http://seekingalpha.com/article/89962-rentech-homegrown-synthetic-fuel-on-the-near-horizon?source=feed#comment-226317 226317
Who are you kidding?]]> Fri, 08 Aug 2008 14:23:59 -0400
Who are you kidding?]]> http://seekingalpha.com/article/89993-still-the-crooks-be-winnin?source=feed#comment-226302 226302
These comments sound very much like those written by the management of Allied Capital over the years.

I'm with Einhorn.]]> Fri, 08 Aug 2008 14:08:40 -0400
These comments sound very much like those written by the management of Allied Capital over the years.

I'm with Einhorn.]]> http://seekingalpha.com/article/88219-some-real-talk-on-housing?source=feed#comment-219237 219237 Thu, 31 Jul 2008 10:03:53 -0400 http://seekingalpha.com/article/87613-struggling-public-homebuilders-try-custom-homebuilding-housing-tracker?source=feed#comment-217583 217583 Tue, 29 Jul 2008 13:45:11 -0400 http://seekingalpha.com/article/87613-struggling-public-homebuilders-try-custom-homebuilding-housing-tracker?source=feed#comment-217580 217580
STOP BUILDING !!!--- what don't they understand about that?]]> Tue, 29 Jul 2008 13:40:24 -0400
STOP BUILDING !!!--- what don't they understand about that?]]> http://seekingalpha.com/article/87109-crocs-it-s-the-product-not-the-economy?source=feed#comment-215279 215279 Sat, 26 Jul 2008 19:56:01 -0400 http://seekingalpha.com/article/85195-starbucks-too-expensive?source=feed#comment-207060 207060
The company is purposely forgoing sales with an emphasis on store profitability.

Management is purposely forgoing expansion in the US, correctly assessing the outlook here for a long period of time. The best consumer stocks will be the ones cutting back on store expansion.

There will be many more of them, so measuring them on sales growth makes no sense.]]> Wed, 16 Jul 2008 13:47:51 -0400
The company is purposely forgoing sales with an emphasis on store profitability.

Management is purposely forgoing expansion in the US, correctly assessing the outlook here for a long period of time. The best consumer stocks will be the ones cutting back on store expansion.

There will be many more of them, so measuring them on sales growth makes no sense.]]> http://seekingalpha.com/article/85083-the-sec-panics?source=feed#comment-207019 207019
Naked short selling has been illegal forever.

It is also difficult to do as no prime broker will allow it. There is very little of it going on. The author obviously doesn't know what he is talking about.

Blaming shorts for what is happening to financial stocks is nonsense.

Blame the managements who made risky loans. Blame the regulators who were asleep at the switch. Blame Congress for enacting legislation which put pressure on lenders to act imprudently.

This country has bankers who do not know how to make loans, an auto industry that cannot make an auto anybody wants or needs, an airline industry that cannot price their service adequately and a homebuilder industry that doesn't know how to stop building in the face of sharply reduced demand and much larger supply.

That's why we are in trouble.]]> Wed, 16 Jul 2008 13:19:03 -0400
Naked short selling has been illegal forever.

It is also difficult to do as no prime broker will allow it. There is very little of it going on. The author obviously doesn't know what he is talking about.

Blaming shorts for what is happening to financial stocks is nonsense.

Blame the managements who made risky loans. Blame the regulators who were asleep at the switch. Blame Congress for enacting legislation which put pressure on lenders to act imprudently.

This country has bankers who do not know how to make loans, an auto industry that cannot make an auto anybody wants or needs, an airline industry that cannot price their service adequately and a homebuilder industry that doesn't know how to stop building in the face of sharply reduced demand and much larger supply.

That's why we are in trouble.]]>