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1.  Re: The OTHER reason the U.S. is not regulating Wall Street 
It should be clear to anyone that's following that government is hardly accountable to the people right now....no matter the party in power. And once we deleagate more responsibilty to entities like...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   8-Feb-10 05:36 pm
 
2.  Re: Regional Mall Sales at SPG Malls down 8% !! 
Thrash hasn't been clear on this but if I read him right he thinks that malls will become THE place for community organizers to do their work, and of course, more organizing...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   8-Feb-10 05:18 pm
 
3.  Re: Truely insane 
I'm hoping for another run to 80+. would love to average up some more after this report. SPG's financials are about as convoluted as the employment report (note the ugly...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   5-Feb-10 06:29 pm
 
4.  Re: A thought about having too much cash 
Depreciation reflects real deterioration in value of a mall over time. especially for higher end malls that need constant work to remain 'in style'. If a REIT does not hold enough cash in reserve eq ual...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   4-Feb-10 06:02 pm
 
5.  Re: A thought about having too much cash 
Sorry, I was just trying to help you. The equity in SPG is a small fraction of it's debt load. The debt is real, the assets are suspect. Doesn't take much of margin of error in the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   4-Feb-10 05:48 pm
 
6.  Re: A thought about having too much cash 
hopefully you're making money as that's much more important than being right LOL. Wins
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   4-Feb-10 05:37 pm
 
7.  Re: Guys, it&&39;s time to be short... 
Man are you all over the map and hedging your bets with this post LOL. But I agree, a bias to being short 'could' be very profitable in the ST. <Brazilian real economy should be fine...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PETROLEO BRASILEIRO
  winsabokk   4-Feb-10 05:32 pm
 
8.  Re: Brazil is buying Dollars... 
Using reals to buy dollars would do the opposite. maybe it's short covering! Real going to parity with the dollar. Maybe within 5 years? Certainly within 10...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PETROLEO BRASILEIRO
  winsabokk   3-Feb-10 08:29 pm
 
9.  Re: A thought about having too much cash 
Gotta love blind patriotism. Cash flow is an illusion with these REIT's. you need to input a realistic interest rate on the debt to get a handle on what a 'real' cash flow number might be right now. And...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   3-Feb-10 08:18 pm
 
10.  Re: Is this Ludicrous or What?? 
Imagine that TM, I understated the problem. Plus I read your mind.... I thought you might ask. See previous post and scroll down to near the bottom. When Japan makes noises and...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   3-Feb-10 12:48 am
 
11.  If PIIGS could fly 
Debt + unfunded (off balance sheet) liabilities as a % of GDP is out of control in most OECD countries. So many promises of benefits in the future.....not a pretty picture. see...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   3-Feb-10 12:33 am
 
12.  OECD countries -The Outlook is Grim 
Debt + unfunded (off balance sheet) liabilities as a % of GDP is out of control. So many promises of benefits in the future.....not a pretty picture. see chart 4 http://www.investorsinsight.com...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PETROLEO BRASILEIRO
  winsabokk   3-Feb-10 12:31 am
 
13.  Re: NEP 
SID and CBD look like a couple to maybe keep in mind, thanks. Thought this might be of interest. Big bucks chasing this ethanol stupidity but it is what it is...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PETROLEO BRASILEIRO
  winsabokk   2-Feb-10 08:44 pm
 
14.  Re: merged companies 
63% for refining and marketing as a % of revenues seems high. But that's probably because Suncor and Petrocan gas stations sell a lot of other things...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Suncor Energy, Inc. (SU)
  winsabokk   2-Feb-10 08:11 pm
 
15.  Re: What all the so-called economic geniuses 
Pretty much agree. Keynes type stimulus spending doesn't have nearly the multiplier effects when corruption and economic incompetence in govt spending is so rampant. In fact the multiplier...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   2-Feb-10 07:55 pm
 
16.  Re: Anyone on Board who Knows Stein&&39;s Law? 
Winsteinbokk agrees. Wins
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   2-Feb-10 07:40 pm
 
17.  Re: Is this Ludicrous or What?? 
Big assumptions there TM. interest rates would have to stay under control and near current levels. And GDP would have to keep growing. Even when it looks like...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  winsabokk   2-Feb-10 07:32 pm
 
18.  Re: Aco, thanks for confirmation 
Thanks for posting this. The differences in after tax income between Beijing and Manhattan residents is quite relevent to this discussion. And I'm not sure but I think there...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PETROLEO BRASILEIRO
  winsabokk   2-Feb-10 05:07 am
 
19.  Re: Petro... OT - Austin 
Thanks Petro, i was interested inn hearing your descriptions of Texas. Sounds like some nice places. And your comments as to...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PETROLEO BRASILEIRO
  winsabokk   31-Jan-10 11:38 pm
 
20.  Re: Petro... OT - Austin 
Leave it to Muskie to ask about seasonality of the lakes LOL. Dry lakes is really bad fo fish! But something else about the seasons and the lakes that can be relevant... Some...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PETROLEO BRASILEIRO
  winsabokk   31-Jan-10 11:10 pm
 

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