jimsep

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96 Comments

    • Wed Sep 24th 10:11 AM
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      Commented on:
      Time to Buy Boeing?
      Most likely the shares were bought at much higher prices than the stock is currently. Can somebody explain to me why that has helped the shareholder?
      Calling stockbuy-backs a return to the investor is a fallacy.
      View article »
    • Mon Sep 15th 12:49 PM
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      Commented on:
      Is the High Home Ownership Rate Hurting Michigan?
      Thank the UAW, Dingle and Levin for all this.
      View article »
    • Sun Sep 14th 02:11 AM
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      Commented on:
      The Test of Wills at Boeing
      Like Caterpillar, another global company competing in international markets, Boeing needs to win this fight, no matter what the near term cost is.

      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!



      View article »
    • Sun Sep 14th 02:02 AM
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      Commented on:
      Brazil's Oil Power Grab Could Hit Petrobras
      Watch out! No matter what the defenders say, there is BIG risk in Petrobas.
      View article »
    • Sun Sep 14th 01:59 AM
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      Commented on:
      Foreclosures Actually Dropped (If You Don't Count Five States)
      Isn't it interesting that among the states mentioned that California is the state of Nancy Pelosi, the leader of the DemocraticHouse? Reed is the senior senator of Nevada and speaker of the Democratic senate. In Michigan, Levin, the Democratic senator and Dingel, the Democratic member of the house, have been the most influential defenders of the US auto industry, especially against more stringent CAFE standards that might have saved this inept industry.
      View article »
    • Thu Sep 11th 11:57 AM
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      Commented on:
      Bespoke's International Equity Snapshot (9/10/08)
      It would be very interesting if Bespoke would show us where this leaves us today. Please give us an update of P/E multiples relative to GNP growth rates of the various countries.
      View article »
    • Tue Sep 9th 14:34 PM
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      Commented on:
      WaMu's Killinger: How Did He Last So Long?
      Why not?

      Plenty of bank managements that caused or presided over vast destructions of company wealth are still there. Soveriegn and Zion are two examples.
      View article »
    • Tue Sep 9th 14:30 PM
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      Commented on:
      Canadian Pacific Changes Focus
      Reduced his target price from 69 to 68?

      Give me a break!
      View article »
    • Wed Sep 3rd 12:31 PM
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      Commented on:
      Homebuilders: NVR Buys Lots From Beazer [Housing Tracker]
      Toll is not stupid that way. He also changed his compensation to benefit significantly, no matter what happens.

      Where they are dumb is because they haqve no knowledge, or do not act on fundamental economics.
      View article »
    • Wed Sep 3rd 12:10 PM
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      Commented on:
      Homebuilder Trends: Another Private Builder Fails [Housing Tracker]
      KB Homes joins the ranks of the few homebuilders to come to the amazing realization (for them) that lowering prices may be the way to reduce inventories which they built up in the face of a big decline in demand.
      View article »
    • Tue Sep 2nd 12:08 PM
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      Commented on:
      Homebuilders: NVR Buys Lots From Beazer [Housing Tracker]
      Major builders halt building projects? Another major revelation !

      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.
      View article »
    • Tue Sep 2nd 12:03 PM
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      Commented on:
      Homebuilders: NVR Buys Lots From Beazer [Housing Tracker]
      Wow! Toll Brothers finally sees some merit in lowering prices. Imagine that!

      How much are we paying CEO Toll to come up with that idea?
      View article »
    • Tue Aug 26th 13:39 PM
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      Commented on:
      Dividends Show Differences Between Financials
      If more banks paid out more dividends to their shareholders (why not, that's primarily what they are there for) they would be paying more attention to what they were doing with their money and less likely to do the stupid things they have been doing.
      View article »
    • Tue Aug 26th 13:34 PM
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      Commented on:
      Sovereign Bancorp's GSE Preferreds: What Was the Company Thinking?
      The CEO who presided over the destruction of shareholder wealth is still there. Why?
      View article »
    • Sat Aug 23rd 10:51 AM
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      Commented on:
      Homebuilders Try To Ride Tax Credit Wave [Housing Tracker]
      Home builders stubbornly keep hoping that gimmicks will offset the mess they created. When are they going to learn?
      1) Stop building
      2) Lower prices
      View article »