Morgan Stanley (MS)

All Comments on MS

  • commenter
    investor88
    Aug 20 09:29 PM
    Wall Street Breakfast: Must-Know News [view article]
    Until the banking crisis shows clear signs of ending, the overall stock market is unlikely to improve anytime soon. Reply
  • commenter
    billp37
    Aug 20 08:14 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    "Wednesday August 20, 6:46 pm ET The banks are the three biggest players in the auction-rate securities market that have not already reached a settlement with Cuomo, who is seeking deals on behalf of regulators and state authorities. Five major Wall Street firms including Citigroup Inc. and Switzerland's UBS AG have agreed to $42 billion in settlements.

    For the next phase, Cuomo has directed staff to spend more time gathering facts and talking to the three banks about the sale of the risky securities, said a person inside the attorney general's office who asked not to be identified by name because he was not authorized to speak publicly."

    www.prosefights.org/th...


    [[t]he $330 billion auction-rate securities market ...]

    MSM [aka corp/media according to george Ure] may be playing games with this story.

    "The courts, in practice, can do anything they want for the reason their actions are invisible to the public. But citizens are generally powerless to do anything about it for the reason of the reason of unaccountability in this system.

    "Newspapers don't report the news, they shape the news." quipped Libertad co-founder John Gowan.

    Mark Twain expressed a similar sentiment when he wrote "Do not fear the enemy, for your enemy can only take your life. It is far better that you fear the media, for they will steal your HONOR. That awful power, the public opinion of a nation, is created in America by a horde of ignorant, self-complacent simpletons who failed at ditching and shoemaking and fetched up in journalism on their way to the poorhouse."

    www.prosefights.org/

    Reply
  • commenter
    David White
    Aug 20 08:00 PM
    With Help from California, Solar Gets Fired Up [view article]
    PJ analyst Jesse Pichel reiterated his buy rating on SOL, and he raised his one year target price to $35. He also explained why he thinks SOL if much better off than other companies such as TSL in terms of margins this year. Specifically SOL already has contracts for its polysilicone stock at reasonable prices. SOL margins should not deteriorate this year. I don't think anyone knows exactly how the long term future will play out in solar. However, it is clear that solar energy is a growing field, and it will be with us for some time. SOL looks to be a well run company. It was listed in a CAPS article today as one of 7 energy stocks set to take off (i.e. one of the best buys in energy). Some of the other stocks listed were PBR, RIG, and CHK. That's pretty heady company for a recent Chinese IPO. Reply
  • commenter
    AlexS
    Aug 20 02:19 PM
    My Website
    With Help from California, Solar Gets Fired Up [view article]
    I like California. Nice beaches. They try out these nutty ideas before the rest of the country so we get to have a test case before we're all subjected to it. Remember the zero pollution vehicle stuff? Now it's renewable energy. The only problem is that they always set the goals so far away so that people forget them if they aren't achieved. This should read 20% renewables by Sept. 18, 2008, otherwise the utilities have to shut down. Come on. No guts, no glory. Reply
  • commenter
    Boulder
    Biker
    Aug 20 11:30 AM
    Wall Street Breakfast: Must-Know News [view article]
    Having been in Macau last month, I second the comment that the idea will disappear.

    The opposite has actually happened for tourist visits to Disney Hong Kong. Typically a migrant worker in one of the border towns would have to return home to apply for a Visa to go to Hong Kong. With revenue not meeting expectations, the Chinese government worked out a deal whereby tour groups could go directly to Disney, but no where else in Hong Kong. (The other tourist sites are complaining.) Thus, avoiding the migrant the issue of going home first, where they would most likely stay put.

    Money does talk!     Reply
  • commenter
    Learning
    Curve
    Aug 20 11:22 AM
    With Help from California, Solar Gets Fired Up [view article]
    To see Reagan in action, proudly pulling off solar panels, see the film, "Who Killed the Electric Car". At the time of Reagan's re-election bid, a Republican acquaintance actually said to me that "we" must destroy alternative energy and subsidize oil in order to stay friends with the Saudis. He was serious! For a good history of how this foolishness brought us down, also see the film "The End of Suburbia". Reply
  • commenter
    notsosmart
    Aug 20 11:09 AM
    My Website
    Back to the Future: Are Banks Finally Getting Religion? [view article]
    from what i have read- if the worlds 100 biggest financial entities 49 are corps. & 51 are countries,does that mean anything. Reply
  • commenter
    User 218405
    Aug 20 10:57 AM
    Wall Street Breakfast: Must-Know News [view article]
    LVS and WYNN and MGM will throw a few dollars to their Chinese contacts and I have a feeling that the idea to curtail visits to Macau from 6 visits a year to 2 visits a year will disapear. Money talks in China the same as Washington. Continue to buy low and sell high and the gaming stocks are way too low now, (a great buy to hold) I'll sign my name Daniel Kowkabany Reply
  • commenter
    CrazyIvan
    Aug 20 01:42 AM
    Goldman, Morgan's CDS-Prime Broker Plan: Why I'm Skeptical [view article]
    Actually, it is a positive-feedback loop that has negative consequences.
    Positive feedback amplifies the initial perturbation -- as in nuclear fission.     Reply
  • commenter
    David White
    Aug 19 11:50 PM
    With Help from California, Solar Gets Fired Up [view article]
    supershort: Your comment about SOL going down due to the conference call may be a miscalculation on your part. I am not sure it had anything to do with the conference call. The margins seem more or less in line with other manufacturer's. To me it seems more likely the stock was just down today in sympathy with a recently downtrending market. It has been my experience that high growth stocks tend to move in the direction of the market trends, regardless of their fundamentals. This speaks particularly well for LDK, which had great results. LDK also should have a better margins soon with its polysilicone plants due to start producing significant amounts of polysilicone in 2009. Reply
  • commenter
    David White
    Aug 19 11:39 PM
    With Help from California, Solar Gets Fired Up [view article]
    supershort: I am really more a fan of SOL than STP. I just think STP earnings should be good this quarter. Also STP has been a more "followed" stock.

    I am also worried about future margins. However, CSIQ and LDK have already started to make UMG solar along with standard hi-purity polysilicone solar. I expect most of the other hi-purity polysilicone solar makers will move to some combination of hi-purity and UMG manufacturing. This should help margins considerably in the future. The low-purity polysilicone needed for UMG is only about one tenth the cost of the hi-purity polysilicone.

    Further after the conference call Credit Suisse left their Outperform rating unchanged; and they raised their one year target price on SOL from $25 to $29. I have seen no lowering of ratings or target prices yet. I wouldn't be too quick to short this stock. Usually there is a good reason a stock can garner an average 1.8 analyst rating when similar stocks are less well rated. To me it just looks like a well run company with good potential. We will have to see how the solar market shakes out. If there is a fairly quick shift to UMG solar, the possible decreases in price may cause a faster ramp up in demand. The CIGS solar companies should also be a bigger factor within another year or two. I would think FSLR would be a much better short than SOL. I could always be wrong.
    Reply
  • commenter
    anti-pb
    Aug 19 02:53 PM
    Goldman, Morgan's CDS-Prime Broker Plan: Why I'm Skeptical [view article]
    MS will always screw their PB clients. Advice from a current employer. Reply
  • commenter
    Batard
    Aug 19 11:10 AM
    With Help from California, Solar Gets Fired Up [view article]
    Don't forget that Jimmy Carter had put solar panels on the White House 38 years ago and when Ronald Reagan came into office, he had them ripped off. Carter was creating an energy policy 38 years ago that would have us off foreign oil years and years ago.
    So Reagan was ultimately responsible for a 38 year set back in investment and research in alternative energies. In my opinion, he set the stage for the destruction of America. Sure a few people made a lot of money in the interim, but in the process Reagan destroyed our "people first" economy.     Reply
  • commenter
    supershort
    Aug 19 10:50 AM
    With Help from California, Solar Gets Fired Up [view article]
    David, you are a big chearleader for SOL and STP. Sol is currently trading down, as their confrence call didn't bode too well for future margins. Inflation will hit the solar market hard also. Reply
  • commenter
    David White
    Aug 19 09:44 AM
    With Help from California, Solar Gets Fired Up [view article]
    The current average 1 yr. target price estimate on SOL is $28.50. The revenue guidance was for and increase of approx. 13% this year. In theory this seems likely to lead to an approx. 13% increase in 1 yr. target price. This would mean a 1 yr. target price of approx. $32. One might argue that this should translate into a relatively immediate $3.50 pop in the stock price. We'll have to see what the analysts say in the next day or two. Reply

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