helplessobserver

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+3 / 0

384 Comments

    • Fri Nov 21st 10:54 AM | Rating: +1 0
      Commented on:
      Eddie Lampert's Troubles: It's Not Just Sears
      Lambert's portfolio is as amateur as Bill Miller's. Each should be flipping hamburgers at MCD instead of destroying shareholder's wealth on Wall Street.
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    • Thu Nov 20th 18:16 PM | Rating: 0 0
      Commented on:
      What Are Some of the Best Hedge Fund Managers Doing?
      I like Simon's portfolio the best. He knows all the mathematical skills in the world cannot predict future stock prices for marginal companies. Solid companies with deep markets and pricing power are more amenable to statistical analysis
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    • Thu Nov 20th 09:23 AM | Rating: 0 0
      Commented on:
      Is Citigroup Failing?
      Remember "the shadow of future events falls first on the floor of the New York Stock Exchange". Reading the message is your problem.
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    • Sun Nov 16th 21:04 PM | Rating: +2 0
      Commented on:
      Memo to Warren: AmEx Preferred at 15%, Warrants at $12
      As a long time reader of Barron's I have found most of their writings on investments a less than top notch. As permabulls they see very little or no evil. Only Alan Ableson seems willing to call a spade a spade, but his voice is smothered by the other writers. If I ran Barron's most of their analysts would be out looking for jobs.
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    • Thu Nov 13th 20:51 PM | Rating: 0 0
      Commented on:
      Breaking the Back of Buffett
      Buffet knows we are in a secular bear market that is eight years old. In Oct 07 the first of a cyclical bull market with this secular bear peaked out near 1500 on the SP. Now secular bears, like secular bulls, run 18 to 20 years, so in 2018 a new secular bull will be running and the $4.5B of SP puts will expire worthless. Buffet is writing puts when the premiums are fat. He put part of that premium in either GS or GE at 10% for a cool $500 million year dividend for BRK shareholders.
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    • Thu Nov 13th 10:54 AM | Rating: 0 0
      Commented on:
      Two Winning Bank Stocks: U.S. Bancorp and BB&T Corp.
      As a long time holder of BBT I can attest to the quality of this banking operation. In the sub prime mania when Stafford County, Va houses appreciated 30% in one year, I stopped by a local branch to see what their home loan policy was. The loan officer said 20% down or PMI. Like all banks they have some troubled real estate(land) and construction loans, but their balance sheet can easily absorb them.
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    • Thu Nov 13th 10:54 AM | Rating: 0 0
      Commented on:
      Two Winning Bank Stocks: U.S. Bancorp and BB&T Corp.
      As a long time holder of BBT I can attest to the quality of this banking operation. In the sub prime mania when Stafford County, Va houses appreciated 30% in one year, I stopped by a local branch to see what their home loan policy was. The loan officer said 20% down or PMI. Like all banks they have some troubled real estate(land) and construction loans, but their balance sheet can easily absorb them.
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    • Tue Nov 11th 19:25 PM | Rating: 0 0
      Commented on:
      Financials Continue To Feel the Hurt
      I agree. A quiet stealth bear market is depressing the whole sector.
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    • Tue Nov 11th 19:18 PM | Rating: 0 0
      Commented on:
      'No Bank's Books Are Trusted': Bloomberg's Weil is Imagining Things
      Cash flow is the mother milk of the value of any investment. Cash flow will always snap any market mispricing back to reality in a hurry, sometimes it seems at the speed of light.
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    • Tue Nov 11th 10:19 AM | Rating: 0 0
      Commented on:
      'Good As Goldman' Not So Good
      Every commenter here is a scared Wall Street employee with his head in the sand. The market has spoken, GS may not get to $20 as predicted by other observers, but it has a long way to fall. Again the market has spoken, we are in a secular bear market that has years to run. I know, I've been thru them.
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    • Tue Nov 11th 10:03 AM | Rating: 0 0
      Commented on:
      Is Goldman Sachs Heading to $20?
      Wow, from $250 to $20 another of Cramer's favorites down the toilet.
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    • Fri Nov 7th 10:59 AM | Rating: 0 0
      Commented on:
      GM: Charging Forward with the Volt?
      I think the Volt will not save GM. From what I've seen it is a souped up golf car. While designed as an urban vehicle, the American public wants a car that can operate safely on the Interstate Highways. Nowhere since the world harnessed electricity has an appliance that requires significant power been operated without a direct connection to the power grid. Past experience shows batteries are not a reliable source significant power. The electric boat submarines of WWII showed that massive battery packs could not do the job. With out their diesel engines the boat was useless.
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    • Wed Nov 5th 20:09 PM | Rating: 0 0
      Commented on:
      AIG and the Free Lunch Myth
      1 of 4 is right, all contracts, that is the side bets, should be cancelled and premiums returned. Bond holders on the other hand need to be paid off if they have lost on their bonds.
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    • Sun Nov 2nd 18:57 PM | Rating: 0 0
      Commented on:
      Is the CDS Question Overblown?
      The only way out of this mess is to declare that only those holding the bonds have a legal CDS contract claim. All the other "side bet" CDS contracts should be extinguished like debt is in a bankruptcy. The lunacy going on with AIG is sheer madness where we taxpayers are pouring money into a bottomless pit.
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    • Fri Oct 31st 19:37 PM | Rating: 0 0
      Commented on:
      Chevy Volt: Can It Survive GM?
      Trying to build an all electric powered car for operation on the US Interstate Highways is doomed to failure. Electricity is a useful and reliable power source, but it must be drawn from the grid. A high priced car that is only useful as a souped up golf car suitable for urban neighborhood use will be rejected by the market. A natural gas powered automobile will meet America's needs and put $700B in the coffers of American business and workers. Who makes one, HONDA.
      View article »
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