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Old 11-11-2008, 01:12 AM   #435
Phanuthier
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Join Date: Feb 2002
Location: Silicon Valley
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Quote:
Originally Posted by Slava View Post
Well the dividend is nice, but TBQH it depends on the organization. If the company is putting the money to better use (i.e. expansion or getting projects rolling along) then its money that could be better used by the companies instead of going out to the investors. Of course that is just my opinion, and is not a hard and fast rule by any stretch...in general a dividend is still a good thing to have.
Yeah, I know high-tech and biotech are two in particular that are a little more aggressive in reinvesting - I took a couple classes in project entrepreneurship and it talked about this. I like to have a portfolio of both, although the concept of 0% dividend still makes me a little uneasy, but it works.

Found this too,

http://business.timesonline.co.uk/to...cle5126880.ece
Rod Lache, the Deutsche analyst, cut his 12-month price target on GM to $0, bringing it down from $4, and issued a “sell” recommendation. GM’s shares slumped to $3.02 in early trading, their lowest level since 1946, although they edged up again to close at $3.30, down $1.06 on the day.
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Mr Lache said: “Even if GM succeeds in averting a bankruptcy, we believe that the company’s future path is likely to be bankruptcy-like.”


Thats really harsh, though I for one hope GM doesn't get a bail out. At some time, GM is going to die and they already got their 2nd chance in 2003. Just let it go already.

Table 5 - can you go more into detail about why you like LEA? I mean, their balance sheet looks really good against their market cap, but at the same time, I don't really know who their list of customers are nor is that public info; without that, its really tough to make future projects unless there is something I don't know.
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Last edited by Phanuthier; 11-11-2008 at 01:15 AM.
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