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17 Comments

  • Tom Royce One year ago

    Happy 5-months in advance. I don’t know about anyone else, but I sure wouldn’t mind if I stopped seeing the ugly crocodile boots on everyone’s feet. :-P

    • jvon One year ago

      I think Lindsay would be adorable in pajamas.

      And yeah, those scorpions are a problem here also. Ambien is some wacky stuff.

      • kidstock One year ago

        Happy Wednesday (or is it Thursday?!).

        Congrats on 100 episodes. Howards comments about negativity are spot on. I once took out my internet machine gun after being overcome by the negativity (I also can’t stand Suze but that’s another story) for that I must apologize…

        There are lots of “smart” guys out there that can articulate the bear case but in the end the resilience and ingenuity of our business leaders keep us climbing higher and higher.

        Here’s to another 100 episodes.

        • Howard Lindzon One year ago

          I also added discipline to the blog post below the show. Eddie had a great post. The market will expose your weakness. That’s it’s job.

          • Howard Lindzon One year ago

            Douk Kass sent me his Harley Article and i thought (he ok’d) I should post some snippets (it’s behind the street Insight paid wall:
            “”"
            It remains investment community’s general belief that the subprime
            lending mess is a fluke that will be contained.

            I have stressed the likelihood of contagion.

            “Neither a borrower nor a lender be;
            For loan oft loses both itself and friend,
            And borrowing dulls the edge of husbandry.
            This above all: to thine own self be true,
            And it must follow, as the night the day,
            Thou canst not then be false to any man.”
            – William Shakespeare, “Hamlet”

            also important…

            Thirty-day delinquencies (and loss trends) in Harley-Davidson’s receivables
            book (courtesy of Lehman Brothers) give a clear picture that credit quality
            issues are broadening out as HOG’s receivable experience has begun to trace
            a pattern of deterioration that we first began to see in subprime mortgage
            loans during the first half of 2006.

            As I mentioned yesterday, Harley’s finance subsidiary (HDFS) funded almost
            half of Harley-Davidson’s motorcycle loans. Like subprime mortgage loans,
            HDFS’ hog loans are pooled and securitized to institutional buyers.
            Unfortunately — in credit trends and terms — HDFS is also beginning to
            look more and more like *New Century* (NCBC), *Fremont* and *Accredited Home
            Lenders* (LEND) did in early 2006.

            He is short Harley by the way :)

            • Mosco One year ago

              Howard,

              Airline, Harley, SNY…are out.
              What can we buy now?
              Since Wallstrip recommends long time horizon, anything in the beatten down home industry

              • Howard Lindzon One year ago

                Home builders are my fave VALUE TRAP Mosco. Here is my post from back in february

                http://howardlindzon.com/?p=1721

                I think price may be close , but they are cyclicals so it could be a long time before they see upside momentum

                always be scanning the new high lists on wallstrip - bottom right

                • Howard Lindzon One year ago

                  Here is a post about selling into strength as well which is why I sold CROX

                  http://howardlindzon.com/?p=1629

                  Disclosure - no positions in the stocks in Today’s show

                  • keith One year ago

                    Well, if you got HOG like we did when it was 14…
                    And I’m happy to sell our remaining shares, but its a stock club. Where we do our best research under the influence of wine & food.

                    • Richard One year ago

                      You know you’re a Permabear when the market drops to zero and you tell everybody it can still go lower.

                      • Jennson One year ago

                        hook a brotha up yo. where’s the wallstrip pah-tay?

                        • Ashwin One year ago

                          Party at wallstrip?

                          holla

                          • Jeff Marks One year ago

                            If you’re in NYC - email us at info@wallstrip.com and we’ll give you details about the Wallstrip bash, tomorrow night - Friday the 30th at Wallstrip HQ.

                            • TheBillfold One year ago

                              Yes, he is a handsome fella…. BTW, I have your show on my myspace page and have requested Wallstrip as a friend. Where’s the add? Love the show. You can find my myspace page under the name Nicole Cox, fyi. You gotta get more people adding your show on their pages. My friends watch it all the time via my page.

                              • Howard Lindzon One year ago

                                Thx Nicole - we are on it.

                                looking forward to the party - i think I got back to all the inquiries

                                - tomorrow night 9 pm at wallstrip hq

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