Shelly Lombard
Shelly Lombard
bonds cheaper jump
We'd like to see Lear's bonds get cheaper before we jump in.
compelling gm news
While we give GM a 'B' for effort, this news is not as compelling as it sounds.
banks believe blow calm care credit deals issue operating
Today's announcement didn't do anything to calm my fears. They are probably still negotiating with their banks, but I can't believe the only issue is the credit rating. Deals don't blow up over ratings. Banks care about operating results.
business cannot company compensate deep falling fast gm growth tells
This tells us what we already know, that this is a company in deep trouble. Their GM business is falling away so fast that their non-GM growth cannot compensate for that.
accumulate cash debt industry instead management nice pay quixote slowing
The wildcard here is always management. The industry is slowing and it would be nice to see them pay down some debt and accumulate some cash instead of going off in all these different Don Quixote missions.
cost funding good helps monumental
This isn't monumental news. But anything that helps GM's cost of funding is a good thing for the company.
bonds buy company possible trade
This company has a long way to go. It is a marathon, not a sprint. To buy these bonds you have to be in it for the long haul. It is very possible they will trade down before they trade up.
product wrong
It's just the wrong product at the wrong time.
case poor rich richer
It?s a case of the rich getting richer and the poor getting poorer.
affluent cable company goes great grow guys numbers per revenue subscriber wants
The numbers were great ... they have great ratios, they have very affluent subscribers and their revenue per subscriber goes up every month. These guys are what every cable company wants to be when they grow up.
ask bankruptcy short turnaround
They went from turnaround to bankruptcy in a very short time, and you have to ask yourself how did this happen.
lear
If Lear were to go down it would come from a combination of things.