southbeach

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    • Thu Nov 20th 05:24 AM | Rating: 0 0
      Commented on:
      Let GM Fail
      Fire the managment (with no payoff), make the cuts needed to keep the best of the business going, and give the workers a share in the risk and reward of working for GM (stock options or other recovery based incentives, in exchange for lower salary benefit packages). If GM goes, plenty more jobs outside GM will go, resulting on more broken families and crushed lives. I know Wall Street types like to quote the 'creative destruction' mantra, but always remember that there are plenty of real families out there who don't care about economic theory - they just want a chance to live and buy stuff - and we should work hard to ensure they get the chance to do so.
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    • Thu Nov 20th 05:04 AM | Rating: 0 0
      Commented on:
      General Electric: Genuine Risk of Collapse?
      I think its time for Immelt to go, forgoing any final payment. He can keep the $72 million in compensation for his CEO tenture. Maybe he should go teach at HBS, donating his stipend to Americans made homeless by the sub prime disaster.
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    • Wed Nov 19th 06:41 AM | Rating: 0 0
      Commented on:
      What Are Some of the Best Hedge Fund Managers Doing?
      very interesting. thanks for the reporting and insights.
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    • Fri Oct 24th 09:05 AM | Rating: 0 0
      Commented on:
      Research in Motion: Vulnerable to a Takeover Bid?
      As predicted, RIMM continues to tank, tracking the market and then some. If I were unfortunate enough to be long RIMM right now, I'd be concerned about the giant bites Apple is taking out of the high end consumer market. The battle gets interesting. Still I've been successfully bearish on both RIMM and Apple since they were 3x and 2x their current price, and the feel bad continues. Given its a Friday, and the markets are looking sea sick, why not switch off that Berry and go for a long (and cheap) lunch with some old friends. When RIMM hits high 30s and Apple low 80s, I'd take a bite (and pardon the pun), but not too large a % position in either - its a long dark road until the bounce.
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    • Tue Oct 21st 05:05 AM | Rating: 0 0
      Commented on:
      Research in Motion's Storm: Why It Matters
      RIMM makes good products. The problem is there's a pretty significant recession that started recently. This will accelerate the loss of business and finance jobs, and hit RIMM's core audience. Also, the consumer will be spending less and playing it carefully for a couple of years. Look for RIMM stock to flirt with the low 40's some time in the next 3-6 months as the reality of the recession hits investors. Is RIMM a good buy in the low 40s? Hmm, that's a tough one. If they can successfully build the consumer segments they're targeting, then I'd say probably. Same issue with Apple - likely their stock will move to the 80s. With patience in mind, I'd take out pretty significant long positions in both companies once the price points hit low 40s and low 80s respectively. The silly prices of the last year were driven by amateur have a go investors and dreamers believing their own baseless stories and outlooks. This painful recession has at least cured some of these people of their RIMM and Apple at 200 easy money visions.
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    • Thu Oct 9th 07:55 AM | Rating: 0 0
      Commented on:
      The Yahoo Trainwreck
      Yep, Yang and Yahoo sure showed Microsoft a thing or two. Perhaps a new word is warranted in investor lexicon for rich takeovers scuppered 'on principle'. The deal has been "Yanged" - meaning, shareholder value has been flushed down the toilet because the acquiring company wasn't 'cool' enough. In a horrible way, its fascinating to watch this stock. If and when will it fall below $10...? I'm sure Bill Miller is wishing he'd understood the stubbornness and strategic myopia of Y! before he plunked down his investors hard earned bucks on this veritable Web 1.0 citrus fruit.
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    • Thu Oct 9th 06:08 AM | Rating: 0 0
      Commented on:
      Research in Motion: Vulnerable to a Takeover Bid?
      Crazy times - from a few months ago with Cannacord and others looking for $200 a share... a MS bid for RIMM, even if it fails, (aka gets "Yanged") could represent a nice % pump for the stock. Unless the Bold does very well, the stock could sink to the low 40s, or even high 30s, this year. News of MS due dili on RIM could add 50% to the stock in a week. Not sure I'd buy any OOM calls right now, but the more RIMM falls, the greater the chance of a take out bid. What was that old Chinese curse - may you live in interesting times.
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    • Tue Oct 7th 09:58 AM | Rating: 0 0
      Commented on:
      Google Looks Too Cheap to Ignore
      Google's a tough call. Despite the risk, I'd pick up a long position at $290-300, with a few puts just in case.
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    • Tue Oct 7th 06:02 AM | Rating: 0 0
      Commented on:
      Cramer: Dow Could Drop Another 14%, Oil's Going to $50
      Neither Obama or McCain would do a great job with a very difficult economy. I'd bet though that if you add up the cost of the current presidency to American taxpayers (mainly war related costs and associated excessive oil price), it would still be cheaper to have a democrat managing the budget. At least with tax and spend, you'd get some services as a result, instead of a vast sunk cost and a new Vietnam to slink away from.
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    • Tue Oct 7th 05:51 AM | Rating: 0 0
      Commented on:
      Buffett Buys GE, Goldman: Should You Follow?
      common stock of GE or GS: not a great investment right now. preferred stock on Buffet's terms: certainly a better investment than the common. there are many gyrations of the markets to come as the recessions hits and then sticks around like an unwanted party guest. I'd stay liquid and save for Q2 09 onward buying opps.
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    • Mon Oct 6th 10:38 AM | Rating: 0 0
      Commented on:
      Five Reasons RIMM Will Continue to Fall
      ok, scratch that 53 buy level on RIMM; looks like it will fall to that today, so plenty of time to buy in at a lower level. pretty crazy to watch a decent company's stock lose 11% in an hour of trading. surely this stock can't fall to 40, or further...
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    • Mon Oct 6th 08:42 AM | Rating: 0 0
      Commented on:
      Five Reasons RIMM Will Continue to Fall
      Agree RIMM was crazy overvalued in the mid hundreds, but I think this valuation goes too far. I exited my entire RIMM position in the hundreds, and also closed out Apple at the same time, and the market then backed me. All that said, I may well be a buyer on RIMM at 53 or so, and Apple at 85.
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    • Fri Oct 3rd 04:53 AM | Rating: 0 0
      Commented on:
      5 Reasons Nokia Is a Good Value
      well, they're certainly turning out some good devices. I like my new E71 - does everything my Blackberry used to do, and I set up gmail and Flickr on it in about 2 minutes. fast for emails, good camera, can shoot video, and long battery life.
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    • Fri Oct 3rd 04:39 AM | Rating: 0 0
      Commented on:
      Five Reasons RIMM Will Continue to Fall
      good article. RIMM's a decent outfit, but the stock is overvalued. has been for a long time. I hope most of you got out at 140 as I did, then went short to monetize the flip side! anyone still holding on, I'd either liquidate now, or if you have the stomach, wait for the next suckers bounce and then get out. all the Canadian bank analysts were convinced the stock would go to 200, but they've been, and will be, proved both wrong and biased in their analysis.
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    • Thu Oct 2nd 04:38 AM | Rating: 0 0
      Commented on:
      RIMM: The Cheapest Growth Stock?
      excellent article. i've followed RIMM for years now, owned several, and made money on the stock. however, recently I've liquidated all positions. why? looked overvalued at 120, with a major recession coming, and here already in terms of corporate IT spend. banks are fighting to stay afloat, let alone buy more berries! i recently switched phones to a Nokia E71, and frankly its as good as a berry, and gives me MS Outlook email and Gmail connectivity for work and play, plus 3.2 mp camera and some other goodies. Now Nokia has done a big deal with MS, there'll be 80-100 million corporate email users on Nokia/MS system, dwarfing RIMM's 19 million. love those Canadian guys but the days of huge multiples on their stock are done.
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