Just One Man's Opinion - 20 July 2005
by JMac
Hewlitt-Packard/Compaq - will massive lay-offs (15K) and restructering save this former great ? Maybe. Was there ever a worse coupling ? Oh! wait...AOL/Time-Warner, Lyle Lovett and Julia Roberts.
Just a Hunch Department - Congress and the Administration become scared off by the recent military build-up by the Chinese; they nix the deal for them to buy Unocal. BP, T. Boone Pickens or Exxon step up as patriotic "white knights" and scoop it up at $70; Justice Dept. looks the other way.
Ford - lousy quarter for operating profits outside of financing division. My advice to Billy Ford: sell the franchise to the Brits, the finance arm to GE Capital and turn out the lights in Dearborn. AVOID
GM - Two billion dollar investment in hybids (too late), healthcare costs $1500 per vehicle, massive retirement benefit obligations. Contract talks with UAW begin in 2006. Will they stand up to the Union ? I doubt it. AVOID.
AFTERTHOUGHTS - Regarding the essay on the energy "crisis" of July 19, here are some investment plays : Arch Coal, Transocean Drilling, Shlumberger and Halliburton.
Hewlitt-Packard/Compaq - will massive lay-offs (15K) and restructering save this former great ? Maybe. Was there ever a worse coupling ? Oh! wait...AOL/Time-Warner, Lyle Lovett and Julia Roberts.
Just a Hunch Department - Congress and the Administration become scared off by the recent military build-up by the Chinese; they nix the deal for them to buy Unocal. BP, T. Boone Pickens or Exxon step up as patriotic "white knights" and scoop it up at $70; Justice Dept. looks the other way.
Ford - lousy quarter for operating profits outside of financing division. My advice to Billy Ford: sell the franchise to the Brits, the finance arm to GE Capital and turn out the lights in Dearborn. AVOID
GM - Two billion dollar investment in hybids (too late), healthcare costs $1500 per vehicle, massive retirement benefit obligations. Contract talks with UAW begin in 2006. Will they stand up to the Union ? I doubt it. AVOID.
AFTERTHOUGHTS - Regarding the essay on the energy "crisis" of July 19, here are some investment plays : Arch Coal, Transocean Drilling, Shlumberger and Halliburton.
posted by TandaPundit at 20.7.05
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