BSCLossMan

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Lowe's Looks Undervalued

Many stocks are undervalued. Next week, they'll be more undervalued.
Nov 12 08:31 am |Rating: +1 0 |Link to Comment |View article
Apple TV: It Could Be the End of the Line

AAPL Tv could be the biggest winner in the universe if it was--a TV...
Oct 01 08:14 am |Rating: 0 0 |Link to Comment |View article
Whale Watching: Buffett's Move Is Just What Investors Need

I'm certainly no expert, but I simply cannot understand the price of GS shares. Now it's just a bank with a golden name, but still just a bank among many banks vying for deposits. The high valuation of GS (250/share not so long ago), and it's precipitous drop to 100, then up to 125+ reflected its status as an investment bank not a regular bank. I don't know why this isn't trading at $50, which still is giving it a premium (as a bank) for its golden name. Can anyone answer this?
Sep 24 10:35 am |Rating: 0 0 |Link to Comment |View article
Why I Bought AIG Last Week

AIG comment #2: I'm certainly an amateur, but I have one more qualification about buying any AIG stock, regardless of price. I am probably wrong, but I think the fed would be very leery about letting the shareholder revolt wrest control of AIG from them. $85B is a lot of money, but AIG has much more bad stuff on its books, and it's difficult for me to imagine a consortium of large shareholders raising enough capital to make the fed feel okay with letting them take control of the company. Even with asset sales, there might be many more extremely large write-downs at AIG and if the fed lets AIG go, they (the fed) might be in the same boat in the future, bailing out AIG again. $2.50 a share sounds cheap until it goes to 5 cents...I of course, don't know, but these are just my thoughts.
Sep 23 08:32 am |Rating: 0 0 |Link to Comment |View article
Why I Bought AIG Last Week

It's amazing how difficult it is to find answers on the internet to the most simple question about stocks. For example, I've not seen a single word about what would happen to those extra millions of shares of stock that would be issued by AIG in a fed takeover after the loan is paid? Are they put onto the market (thereby maintaining a massive dilution) or are they given back to AIG subsequently to be destroyed? (PS: I'm not sure what the law says about destroying stock that has been issued). The way I look at it, that's the most important question regarding AIG shares.
Sep 23 08:26 am |Rating: 0 0 |Link to Comment |View article
AIG: The Mark-to-Lehman Market

There's a good article on Forbes today about AIG. AIG has many assets it can sell, real assets, not voodoo securities.
Sep 13 07:18 am |Rating: 0 0 |Link to Comment |View article
Market Losing Patience with AIG

Hold on. I think AIG will triple from here in 3 years. The drop is primarily due ot shorting the stock. I'm not saying AIG doesn't have problems, but it's not like LEH or BSC or WM. It has tremendous assets and great businesses. While the fed is trying to stablize markets, the SEC made a terrible mistake allowing naked shorts. They should be stopped, period, for all stocks, and for all time.
Sep 12 19:25 pm |Rating: 0 0 |Link to Comment |View article
Why ETFs Will Overtake Traditional Mutual Funds

I agree with everything said, but one must be careful of saying (as so many people parrot) that ETFs are low-cost. Many ETFs have expense ratios in excess of .6%, even up to 1%. And many mutual funds, finally wising up, are finally lowering costs, with many below 1%. Vanguard, of course, is best in both categories. It seems to me that mutual funds are best for investors, while ETFs are best for traders.
Aug 26 07:39 am |Rating: 0 0 |Link to Comment |View article
Freddie and Fannie: Living in the Past

In my humble opinion, entities like fannie and freddie should not exist and should never have existed. Banks that write loans should never be allowed to package them in any way, shape or form, to sell elsewhere. It's clear that Wild Capitalism, during which anyone will do anything to make money and juice returns, the only restraint (obviously government supervision doesn't do much) is to force, by law, banks to hold all loans on their books. Period.
Aug 22 12:53 pm |Rating: 0 0 |Link to Comment |View article
Our Advice? Buy the Financials Now

I like your thoughts, but the end of the financial crisis has been called all the time, even in January. We aren't close yet; too much deterioration. After Fannie & Freddie & LEH fail might be the time to buy. Then again, financials could go down further, even after that. AIG case in point; when they do another massive write-down, financials will follow downward.
Aug 22 07:43 am |Rating: 0 0 |Link to Comment |View article
Bank Index [BKX]: Near-Term Bottom in the Financials?

I wish people would stop talking about the bottom in anything, particularly financials. We're in for a long slide yet.
Jul 15 08:04 am |Rating: 0 0 |Link to Comment |View article
Alcoa Management: "Global Supply and Demand Is Essentially Balanced"

And AA was down by the time of market close...
Jul 10 08:33 am |Rating: 0 0 |Link to Comment |View article
Still Bearish on Financials - Stop Trading! (5/29/08)

I think it's silly to say C can quintuple in 5 years. At the height of the voodoo-security bubble, C was only 55, and all that voodoo is disappearing, and earnings for banks have to be much lower going forward. Maybe, at best, a double in 5 years
May 30 07:35 am |Rating: 0 0 |Link to Comment |View article
Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

I'm not going to bash anyone, and I'm no expert, but I would like to add that POT, MOS, IPI, etc have real earnings and a scarce product, so I think their shares deserve to go higher with no end in sight. A high stock price is not necessarily a sign of a bubble. On the other hand, companies with small earnings and huge write-downs (banks) see their shares continually going up which makes no sense. I think it's very valid, however, to look at stocks like the fertilizer stocks, see the great run, and have some caution...
Apr 24 09:27 am |Rating: 0 0 |Link to Comment |View article
Do ETF Investors Care About Expense Ratios?

I agree with everything said. I look closely at the expense ratios of ETFs, and I am tired of hearing that ETFs have low expense ratios for the various professionals who talk about ETFs. Many ETFs have equal or higher expense ratios than mutual funds.
Apr 24 04:42 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
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