Siemens AG (SI)

All Comments on SI

  • commenter
    Sep 23 11:52 PM
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    Johnson Controls (JCI), $33.65 ?????????????
    Is this really the time to be invested in the motor industry??
    Reply
  • commenter
    Sep 23 11:51 PM
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    Johnson Controls (JCI), $33.65 ????

    Is this the time to be investing in the motor industry???
    Reply
  • commenter
    Sep 23 02:11 PM
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    spending 8Bl in Asia on wind generation? That is looking forward and it has gotta help that pollution problem. I am sure it is still years away but funds generated from the deal should help GE's fundamentals. Reply
  • commenter
    Sep 23 12:27 PM
    My Website
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    It looks to me like GE is headed toward energy not a bad direction....keep getting rid of the other products to expand that area! $$$$ Reply
  • commenter
    Sep 23 10:26 AM
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    Half of GE assets are Financial related, Should I assume they are worth 20 cents on the dollar and treat the $25 dollar current price as really worth $15?

    GE Should spin off the Financial ARM but it can't. It can't because it would uncover its actual worth. They have been selling assets just like the now defunct Investment banks.

    You want to invest in a "pig in a poke"? I do not.
    Reply
  • commenter
    Sep 23 10:09 AM
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    If you want your readers seeing red just mention GE. Wow they just love to hate this company and therefore find trillions of excuses to put it on the most unwanted list. Reply
  • commenter
    Sep 23 09:02 AM
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    There is not going to be any money for the greenies, we are giving it all to the bankers and wall street. So oil and the cash flow it generates in safe countries like CN will be king. HON, GE have too much with aerospace too, the plane cycle will slow dramatically. These companies will also be hit by a wait-and-see order strategy by their customers who are not going to spend unless they see a return or can borrow to do so. Reply
  • commenter
    Sep 23 08:28 AM
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    seems overweight in industrial conglomerates. Reply
  • commenter
    Sep 23 04:27 AM
    My Website
    What I'm Selling (and Buying) in the Market Turmoil [view article]
    Gosssh, what a list !!
    I have 9 more if you want to know !!
    Reply
  • commenter
    Sep 10 07:06 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hey guy........where is WaMu ? Every portfolio needs a solid
    financial.

    Mr. Nygren
    Reply
  • commenter
    Sep 07 04:08 PM
    My Website
    Investing in Water - It's Not Just for Drinking [view article]
    This "piece" (certainly not a whole) doesn't say anything, and it misses a major point -- water management is far less efficient than oil management (and yes, I'd even say that Saudi or VZ management is relatively better off. Because there is so much potential for improvement via improved institutions, investment in water is tricky (regulatory risk). Read my blog (aguanomics.com/) for more depth on water and economics. Reply
  • commenter
    Sep 07 12:03 AM
    Investing in Water - It's Not Just for Drinking [view article]
    Looking for water ideas? I was too...but this introduction didn't help much at all. Here's a much better one that actually goes over a couple well-known and a few lesser-known water investment ideas:

    seekingalpha.com/artic...
    Reply
  • commenter
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    Sep 01 06:53 AM
    Investing in Water - It's Not Just for Drinking [view article]
    The 'Water' value chain is highly fragmented from Pipe manufacturers, Filteration experts, Valve and Metering companies, Utilities, Turnkey operators, Chemicals and Infrastructure and Distribution.

    I have spent a lot of time understanding the players but if one needs quick access to the 'Water Space' my suggestion is to look at ETF's such as PHO, PIO and CGW.

    It is also very important to get the 'Sub Sector' right when investing in water so subscibe to a newsletter like 'WIN' to keep updated on trends in the industry and where they are flowing (No Pun Intended)
    Reply
  • commenter
    Aug 30 06:49 PM
    Investing in Water - It's Not Just for Drinking [view article]
    DHR Reply