Beazer homes

[PerryChase]

How about another bailout for Chrysler?

I think that big businesses are of the universal healthcare bandwagon and will be pushing for that. It’s a good way to shift responsiblity for employee and retiree healthcare onto taxpayers.

[bsrsharma]

Chrysler will never again make consistent profits – my prediction is based on reasons you mentioned. Very weak R&D in the areas of fuel efficiency, hybrids, electrics, alternate fuels etc., Excessive reliance on Trucks & Vans for profits, A history of quality problems. If Iacocca could not save them, it is hard to imagine the Home Depot guy will be their savior.

But I think what Cerberus has in mind is to pretty much liquidate US production and become an “asset lite” company. They will then brand either imports with their name tag or get their products OEM’d abroad a la Dell or HP. This is already happening with GM’s Chevy Aveo. Private equity is not dumb enough to believe that they will make money by keeping production in US. It will be interesting to see how they will wriggle out of their pension/medical obligations though.

[bsrsharma]

Chrysler will never again make consistent profits – my prediction is based on reasons you mentioned. Very weak R&D in the areas of fuel efficiency, hybrids, electrics, alternate fuels etc., Excessive reliance on Trucks & Vans for profits, A history of quality problems. If Iacocca could not save them, it is hard to imagine the Home Depot guy will be their savior.

But I think what Cerberus has in mind is to pretty much liquidate US production and become an “asset lite” company. They will then brand either imports with their name tag or get their products OEM’d abroad a la Dell or HP. This is already happening with GM’s Chevy Aveo. Private equity is not dumb enough to believe that they will make money by keeping production in US. It will be interesting to see how they will wriggle out of their pension/medical obligations though.

[bsrsharma]

Chrysler will never again make consistent profits – my prediction is based on reasons you mentioned. Very weak R&D in the areas of fuel efficiency, hybrids, electrics, alternate fuels etc., Excessive reliance on Trucks & Vans for profits, A history of quality problems. If Iacocca could not save them, it is hard to imagine the Home Depot guy will be their savior.

But I think what Cerberus has in mind is to pretty much liquidate US production and become an “asset lite” company. They will then brand either imports with their name tag or get their products OEM’d abroad a la Dell or HP. This is already happening with GM’s Chevy Aveo. Private equity is not dumb enough to believe that they will make money by keeping production in US. It will be interesting to see how they will wriggle out of their pension/medical obligations though.

[fromnj]

Could someone explain what this mean too?
I googled to the debt to capital ratio, but I could not understand what is good/bad. Is there any benchmark published somewhere?

The following link is the news about standard pacific with credit concerns related to beazer.

http://www.bloomberg.com/apps/news?pid=20601084&sid=aS88209VvFQ8&refer=stocks#

[fromnj]

Could someone explain what this mean too?
I googled to the debt to capital ratio, but I could not understand what is good/bad. Is there any benchmark published somewhere?

The following link is the news about standard pacific with credit concerns related to beazer.

http://www.bloomberg.com/apps/news?pid=20601084&sid=aS88209VvFQ8&refer=stocks#

[fromnj]

Could someone explain what this mean too?
I googled to the debt to capital ratio, but I could not understand what is good/bad. Is there any benchmark published somewhere?

The following link is the news about standard pacific with credit concerns related to beazer.

http://www.bloomberg.com/apps/news?pid=20601084&sid=aS88209VvFQ8&refer=stocks#

[patientrenter]

tg, funny post! I too have a long list of idiot failures to act on my hunches, even when I was damn near certain. My latest is just a few months old. I was feeling really good for lots of reasons about the Yen moving up. This was when it was over 122. But I didn’t have a broker account that allowed me to trade the futures. I kept putting off opening that broker account, thinking about it once every 2 or 3 days, but only when all the offices were closed. My plan would have paid off well over $100K. Not enough for a scribe to write my posts, or peel grapes for me, but…. sigh… I have lots more

Lesson for both of us…. Go with the hunches… and get off duff and execute them.

BTW, looks like you have that home of yours in your crosshairs and just need to pull the trigger when you’re ready’re. Congrats.

Patient renter in OC

[patientrenter]

tg, funny post! I too have a long list of idiot failures to act on my hunches, even when I was damn near certain. My latest is just a few months old. I was feeling really good for lots of reasons about the Yen moving up. This was when it was over 122. But I didn’t have a broker account that allowed me to trade the futures. I kept putting off opening that broker account, thinking about it once every 2 or 3 days, but only when all the offices were closed. My plan would have paid off well over $100K. Not enough for a scribe to write my posts, or peel grapes for me, but…. sigh… I have lots more

Lesson for both of us…. Go with the hunches… and get off duff and execute them.

BTW, looks like you have that home of yours in your crosshairs and just need to pull the trigger when you’re ready’re. Congrats.

Patient renter in OC

[patientrenter]

tg, funny post! I too have a long list of idiot failures to act on my hunches, even when I was damn near certain. My latest is just a few months old. I was feeling really good for lots of reasons about the Yen moving up. This was when it was over 122. But I didn’t have a broker account that allowed me to trade the futures. I kept putting off opening that broker account, thinking about it once every 2 or 3 days, but only when all the offices were closed. My plan would have paid off well over $100K. Not enough for a scribe to write my posts, or peel grapes for me, but…. sigh… I have lots more

Lesson for both of us…. Go with the hunches… and get off duff and execute them.

BTW, looks like you have that home of yours in your crosshairs and just need to pull the trigger when you’re ready’re. Congrats.

Patient renter in OC

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