Comments on: TDI Podcast 132: General Electric (GE) – Going to $0.01? http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/ Investment Disciplines and Timely Advice. Fri, 10 Feb 2012 21:15:03 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: pint http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-10101 pint Thu, 12 Nov 2009 02:28:44 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-10101 The more the people in this country realize the vast amount that the govt. has 'insured'..................the faster rates will rise. Print money, stuff into the banks, expect bond auctions to continue forever....when the world starts demanding a little more money for the loan, things will unravel quickly. Rates can move without the Fed. The US runs the risk of the entire sham coming to light, then it will get interesting. I don't know about GE, but it will be the least of our worries. The more the people in this country realize the vast amount that the govt. has 'insured'………………the faster rates will rise. Print money, stuff into the banks, expect bond auctions to continue forever….when the world starts demanding a little more money for the loan, things will unravel quickly. Rates can move without the Fed. The US runs the risk of the entire sham coming to light, then it will get interesting. I don't know about GE, but it will be the least of our worries.

]]> By: James http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-10060 James Sun, 08 Nov 2009 10:49:17 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-10060 Alex - Thanks. Did you read the comments? Nobody was buying Crony Krugman's his snake oil. Alex – Thanks. Did you read the comments? Nobody was buying Crony Krugman's his snake oil.

]]> By: Alex http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9989 Alex Tue, 03 Nov 2009 19:53:13 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9989 Paul Krugman on the people harping on the "create or save" language: <a href="http://krugman.blogs.nytimes.com/2009/11/02/no-saving-grace-2/" target="_blank">http://krugman.blogs.nytimes.com/2009/11/02/no-sa...</a> recommend getting him as a guest, if possible Paul Krugman on the people harping on the "create or save" language:

http://krugman.blogs.nytimes.com/2009/11/02/no-sa…

recommend getting him as a guest, if possible

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9959 Andrew Horowitz Sun, 01 Nov 2009 17:47:05 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9959 Thanks<br /><br /><br />Have had Sorkin on and scheduling him soon. Will look into Meltzer<br /><br /><br />A<br /> Thanks

Have had Sorkin on and scheduling him soon. Will look into Meltzer

A

]]> By: James http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9958 James Sun, 01 Nov 2009 16:08:55 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9958 Folks, if GE is truly going to $0.01, you would want to be so short you wouldn't be able to see over your shoe tops because there is no way the indices would hold the March 2009 lows in this instance. Andrew, 2 guest suggestions: 1. Allan H. Meltzer, author of "The History of the Federal Reserve Vol. I. He's working on volume II. Very smart guy. I heard a great interview with him recently. 2. Andrew Ross Sorkin, author of the new book "Too Big Too Fail". I have heard and read a couple of interviews with him. Very insightful look into the financial crisis and it looks to be a great read. Thanks for all of the great TDI interviews, rants, ideas, and the book. Folks, if GE is truly going to $0.01, you would want to be so short you wouldn't be able to see over your shoe tops because there is no way the indices would hold the March 2009 lows in this instance.

Andrew, 2 guest suggestions:

1. Allan H. Meltzer, author of "The History of the Federal Reserve Vol. I. He's working on volume II. Very smart guy. I heard a great interview with him recently.

2. Andrew Ross Sorkin, author of the new book "Too Big Too Fail". I have heard and read a couple of interviews with him. Very insightful look into the financial crisis and it looks to be a great read.

Thanks for all of the great TDI interviews, rants, ideas, and the book.

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9953 Andrew Horowitz Sun, 01 Nov 2009 02:41:06 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9953 Re: The Disciplined Investor - New comment on: TDI Podcast 132: General Electric (GE) - Going to $0.01? No argument here<br /> Re: The Disciplined Investor – New comment on: TDI Podcast 132: General Electric (GE) – Going to $0.01? No argument here

]]> By: James http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9949 James Sat, 31 Oct 2009 23:41:26 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9949 On TDI podcast 129, Das noted that had GE collapsed there wouldn't be a market. The Fed & government have proven quite well they are prepared to throw much money at savings the banks, auto industry, and I expect GE as well if that were the need. It's one thing to say it's only worth $0.01, but another to say it's going bk. On another note, just like you said A, when this new administration of hope and change came into power and changed their language from saying they'd be "creating jobs" to "create & save jobs", Mr. O's people are lauding how many jobs claim they've saved. It's a statistic that can't be proven. Transparency anyone? On the other hand, it's been reported just how many jobs they've falsely claimed have been created. It doesn't appear to me that this whole "hopey-changey" thing is going so well. <a href="http://news.yahoo.com/s/ap/20091030/ap_on_bi_ge/us_stimulus_jobs_24" target="_blank">http://news.yahoo.com/s/ap/20091030/ap_on_bi_ge/u...</a> On TDI podcast 129, Das noted that had GE collapsed there wouldn't be a market. The Fed & government have proven quite well they are prepared to throw much money at savings the banks, auto industry, and I expect GE as well if that were the need. It's one thing to say it's only worth $0.01, but another to say it's going bk.

On another note, just like you said A, when this new administration of hope and change came into power and changed their language from saying they'd be "creating jobs" to "create & save jobs", Mr. O's people are lauding how many jobs claim they've saved. It's a statistic that can't be proven. Transparency anyone?

On the other hand, it's been reported just how many jobs they've falsely claimed have been created.
It doesn't appear to me that this whole "hopey-changey" thing is going so well.

http://news.yahoo.com/s/ap/20091030/ap_on_bi_ge/u…

]]> By: Chris http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9828 Chris Mon, 26 Oct 2009 15:37:03 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9828 Here is the article. <a href="http://www.thedailycrux.com/content/3149/Porter_Stansberry#" target="_blank">http://www.thedailycrux.com/content/3149/Porter_S...</a> After quickly looking, i don't see where he got an operating income of $2 million. Looking at 3Q results I see $2.5 Billion. The CIT comparisons do scare me though. Here is the article.
http://www.thedailycrux.com/content/3149/Porter_S…

After quickly looking, i don't see where he got an operating income of $2 million. Looking at 3Q results I see $2.5 Billion.

The CIT comparisons do scare me though.

]]> By: Alex http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9825 Alex Mon, 26 Oct 2009 13:47:06 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9825 Sorry, that should be interest rate of 0.0%. Sorry, that should be interest rate of 0.0%.

]]> By: Alex http://www.thedisciplinedinvestor.com/blog/2009/10/25/tdi-podcast-132-general-electric-ge-going-to-001/comment-page-1/#comment-9824 Alex Mon, 26 Oct 2009 13:44:53 +0000 http://www.thedisciplinedinvestor.com/blog/?p=5209#comment-9824 I would like more info about this "GE going to $0.01" because there is no article link and you don't go into much detail. How is financing on debt with an interest rate of $0.00 to $0.25 going to bankrupt the company? That makes no sense. The Fed is not going to raise rates if it bankrupts GE, the recent past should show that as true. GE is not some community bank where no one cares if it shuts its doors. Plus, GE has $139 billion of its debt insured by the FDIC. $139 billion! I don't know what our government is doing but that is good for GE. Plus, we've seen that the government will not allow GE to go bankrupt, so the stock price is not going to $0.01. That guy must have GE shorted. Does he disclose that in the article? I would like more info about this "GE going to $0.01" because there is no article link and you don't go into much detail. How is financing on debt with an interest rate of $0.00 to $0.25 going to bankrupt the company? That makes no sense. The Fed is not going to raise rates if it bankrupts GE, the recent past should show that as true. GE is not some community bank where no one cares if it shuts its doors. Plus, GE has $139 billion of its debt insured by the FDIC. $139 billion! I don't know what our government is doing but that is good for GE. Plus, we've seen that the government will not allow GE to go bankrupt, so the stock price is not going to $0.01. That guy must have GE shorted. Does he disclose that in the article?

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