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rffrydr · Posted: Sat Jun 24, 2006 3:51 pm Post subject: GE

It large cap--very large. It's products are large--very large. It's out of favor--the king is dead, long live Jack Welch (sounds funny now). It's got big media (NBC) as ipod model is pre-eminent. And holds the key to future engergy develpment (circa 1950) nuclear:

http://www.forbes.com/home/feeds/afx/2006/06/23/afx2835585.html

Only problem: Hatachi is really building it!

rffrydr · Posted: Fri Sep 23, 2011 8:53 am Post subject:

Watched poor ol' Welch this morning co-hosting CNBC. He just can't see the forest for all his healthy trees. Let's hope there's more obstinacy out there than just jack Idea

http://www.cnbc.com/id/44639258
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu Oct 01, 2009 5:21 pm Post subject:

Comcast stands to be re-rated on the NBC swallow--not pretty thing inthe credit markets. Stands out in every high yield fund to boot.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Fri Dec 15, 2006 5:21 pm Post subject:

Finally!

http://www.tradingmarkets.com/.site/news/STOCK%20ALERT/494291/

Starting to shake a bad case of conglomeratis. And how much is just plain (out of) fashion?! With all the money around you'd think venture capital would have long eclipsed the 90's. Nope. 40%.

TIC data says the Foreigners are here!

http://www.cnbc.com/id/15840232?video=154418760&play=1

Historically the last buyers...but where's the missing retail?

rffrydr · Posted: Fri Oct 13, 2006 7:48 am Post subject:

Earnings confirm economy and liquidity:

http://www.marketwatch.com/news/story/Story.aspx?guid=%7BE0EC0DCB%2DB9DF%2D46E1%2DBCAC%2DAFCBDB371650%7D&siteid=

But plastics show the specter of uncontrolled inputs in an inflationary environment. Down 20% even with markups.

rffrydr · Posted: Wed Aug 23, 2006 8:07 am Post subject:

Friday was good day to be out. Hope to have this one again on next rally--come Nov.