echotoall

http://www.echotoall.com
Total Rating:
+2 / -1

78 Comments

    • Wed Nov 19th 11:49 AM | Rating: +1 0
      Commented on:
      GE: Not-So-Good Things Come to Light
      so are u suggesting they will not be able to re-finance? or when they can refinance, they will get a bad deal and the company will be worth less than $15 a share?

      assuming we have the credit crisis licked by 2009, and GE can refinance, is its stock worth more than 15?
      View article »
    • Mon Nov 17th 08:26 AM | Rating: +1 0
      Commented on:
      Why I'm Worried About China
      "...stimulus package from the Chinese government. It's scary. It tells me that building activity in China stopped cold ..."

      probably not. the export activity came grinding to a hault, and the domestic consumer driven aspect of the chinese economy is not large enough yet to smooth out chinese economic activity. So they created this massive stimulus, which they can easily afford. A most likely scenario of their stimulus package will be that their domestic consumer economy will be in overdrive, which is in direct conflict with the thesis of ur article.
      View article »
    • Fri Nov 14th 07:43 AM | Rating: 0 0
      Commented on:
      GE's Dividend Assertion is Dangerous
      based on your short thesis, are you waiting for the conditions to change before closing your short or do you have a target price to which you will close out the short?

      imo, the stock already discounts a lot of negativity.
      View article »
    • Mon Nov 10th 08:36 AM | Rating: 0 -1
      Commented on:
      Fitch Downgrades Reaffirm the Case to Exit Eastern Europe
      why in the world would you or anyone take note of anything a rating agency states after all that has happened?

      their opinion is worthless, and again very late to the game.
      View article »
    • Wed Nov 5th 09:38 AM | Rating: 0 0
      Commented on:
      MasterCard: Is the Optimism Justified?
      "the current price still discounts a robust view of the company’s earnings power."

      ur kidding right. With a PE of 15-17 it is trading more like an established cyclical then a growth stock.

      i'm not saying it is going to rally, many stocks will be range bound, including MA. But to ignore MA's flexibility to reduce costs, and to call it expensive with a trailing PE of 15-17 as it continues to beat est. is simply wrong. ur analysis is overlooking these two key points which caused it to spike up 18% yesterday.
      View article »
    • Fri Oct 31st 15:17 PM | Rating: 0 0
      Commented on:
      Expecting Weakness from MasterCard's Earnings Report Monday
      "report earnings before the market opens on Monday, November 3rd"

      how are you the 'correct call' when you have the time of the earnings release WRONG.

      investorrelations.mast...=
      View article »
    • Wed Oct 29th 15:20 PM | Rating: 0 0
      Commented on:
      15 More Thoughts on the Current Crisis
      I am not a fan of point 8 and 13...

      for 8. so we should just pack it in and go home. sit on our hands and watch an unemployment level of some +20%?

      i mean, it may be easy for some of u wealthy older pros out there, but for those of us basically just getting started, don't want to hear defeatist talk.

      for 13. the economy in europe sucks, has been sucking and will continue to suck due to its inflexibility inherently promoted by the parliament system. So no thank you to that idea.

      i just find it funny that the system that made people have a good living can now be questioned by those very people because the system is having a hick up.
      View article »
    • Mon Oct 20th 11:59 AM | Rating: 0 0
      Commented on:
      Here I Go, Criticizing Warren Buffett
      you have got to be joking.

      the man goes on cnbc because they WANT him on.... cnbc.com has a section dedicated to the man, following his every move for cying out loud, and yet you think he enters deal to simply put his offerings?

      any investor worth their pay (which in this day and age is few and far between) knew a package was coming, and for that assumption to be a part of investing in financials is just ignorance.

      and i am so glad you can give buffett validation... "He is, of course, correct in his assertion that stocks will outperform cash over the next decade... " as if the man needs any from anyone.

      i may still be a relatively young pup in the investing game, but a good long-term money man (let alone a great one) does not do things to provide temporary pumps.

      ur confusing 'inappropriate' with his great abiliy to market what ever he speaks about. (like oprah) GS and GE simply paid (or are paying him) for the consequence of his investing.

      face it... his dollar is worth more than anyone elses... no need to hate him for it.
      View article »
    • Wed Oct 15th 09:16 AM | Rating: 0 0
      Commented on:
      Credit Card Defaults Are Just Beginning
      simmer down on the credit card defaults... everyone keeps mentioning it, but credit card debt is known to be expremely risky and defaults see a big increase during times of economic downturns.

      in other words, there will be no surprises with respect to risk here... this type of debt is far better understood by the banks.
      View article »
    • Wed Oct 8th 11:23 AM | Rating: 0 0
      Commented on:
      Global Financial Crisis Makes Oil a Great Hedge
      I disagree. Peak oil is real, and so long as usage outstrips supply (or is close to it) oil will remain high.

      We have entered a pretty bad economic step, yet oil is still trading above 80. There is a reason for the high price. Previous down turns would have brought crude to the 20s. The fact that oil is remaining high, in a real global crisis, is no accident.

      I would be very careful shorting oil here (and i had no problem shorting oil in the high 130s/140s due to anticipation of the current hick up we are now in).

      Peak oil is real, and the only thing that will merit lower usage of oil is when alternatives are truly being used. Right now they are not. (wind, solar, nuclear... all for electric generation. crude is not used for electric generation, and the battery powered car will not make a dent in the use of oil for at least 5-10yrs.)

      I would be cautious shorting crude here.
      View article »
    • Mon Oct 6th 10:24 AM | Rating: 0 0
      Commented on:
      GE Looks Very Attractive Here
      I never thought GE was attractive in the high20s/low 30s. I simply like it in the low 20s... time will most certainly tell.
      View article »
    • Thu Oct 2nd 13:30 PM | Rating: 0 0
      Commented on:
      Why the Bailout Bill Alone Won't Solve the Credit Crisis
      ur 'simple' questions do not make sense in the context of the article...

      First you say the money will not work because there is no certainty that banks will start lending, even though it is in their best interest to start lending. But with out the back stop of the $700, the no lending part is a certainty. So ur first question becomes irrelavent.

      Second, the price the government pays is essencial for the gov. The market (via the stock prices, not of the actual assets) are already pricing these assets to basically zero.

      Also, if no one know, how in the world can you say it will not work?!?

      The main thing is to get enough of the bad assets out of the balance sheets, and let the system TRY to function normally. (Its better then doing nothing. If you do nothing it will cost much more than 700b in market cap.)
      View article »
    • Fri Sep 26th 15:36 PM | Rating: 0 0
      Commented on:
      The Calm Before the Storm?
      or maybe the markets are just waiting for monday. If the deal does not pass the equity market will collapse.

      the market was speaking last week, as it moved in the direction of political mood. It was up when their was confidence in the deal to get done, and futures tanked when talks broke down.

      I do not want a bs deal to go through, but the markets want something. We don't get a deal before market opens monday, the market stops waiting to pick a direction... it will choose down... big time.
      View article »
    • Tue Sep 23rd 13:35 PM | Rating: 0 0
      Commented on:
      Hedge Funds Are Suffering Too
      the growth of the hegde fund industry will not be what it was... the golden age (or rather the age of idiots/imitators) is over. The investment banking model of promoting and supporting hege funds is dead, especially with much needed and deserved tighter regulations on leverage coming very quickly.

      Many of these guys I do not think will be able to raise serious institutional capital for a long long time.
      View article »
    • Fri Sep 12th 16:33 PM | Rating: 0 0
      Commented on:
      Retail Sales Report: Do Facts Mean Nothing?
      nice article.
      View article »
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