Comments on: When Good Things Happen to Bad Stocks http://alephblog.com/2008/09/08/when-good-things-happen-to-bad-stocks/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Fri, 25 May 2012 21:31:47 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Vermont Traderhttp://alephblog.com/2008/09/08/when-good-things-happen-to-bad-stocks/comment-page-1/#comment-18698 Vermont Trader Tue, 09 Sep 2008 01:06:46 +0000 http://alephblog.com/?p=897#comment-18698 Pretty nice! I am a long time GEHL shareholder and customer and will be sorry to loose this from my portfolio. I'll keep the tractor though. Are you going to replace GEHL with another name in the farm/comstruction industry? Pretty nice! I am a long time GEHL shareholder and customer and will be sorry to loose this from my portfolio. I’ll keep the tractor though.

Are you going to replace GEHL with another name in the farm/comstruction industry?

]]> By: matthttp://alephblog.com/2008/09/08/when-good-things-happen-to-bad-stocks/comment-page-1/#comment-18697 matt Mon, 08 Sep 2008 21:05:23 +0000 http://alephblog.com/?p=897#comment-18697 I thought some of the big banks were holding a lot of the Fannie and Freddie preferreds that got whacked today. Isn't that a big writedown to come? The share prices didn't seem to care today. Also, I'm a little surprised that there was absolutely no haircut for the subordinated debt. Do you know if there were a lot of CDS tied to the subordinated and maybe the government wanted to eliminate losses for the CDS receivers here? I thought some of the big banks were holding a lot of the Fannie and Freddie preferreds that got whacked today. Isn’t that a big writedown to come? The share prices didn’t seem to care today.

Also, I’m a little surprised that there was absolutely no haircut for the subordinated debt. Do you know if there were a lot of CDS tied to the subordinated and maybe the government wanted to eliminate losses for the CDS receivers here?

]]> By: Paul in Kansas Cityhttp://alephblog.com/2008/09/08/when-good-things-happen-to-bad-stocks/comment-page-1/#comment-18696 Paul in Kansas City Mon, 08 Sep 2008 16:22:40 +0000 http://alephblog.com/?p=897#comment-18696 Well done david! It's nice to have a victory once in a while. Well done david! It’s nice to have a victory once in a while.

]]> By: Billhttp://alephblog.com/2008/09/08/when-good-things-happen-to-bad-stocks/comment-page-1/#comment-18695 Bill Mon, 08 Sep 2008 15:31:15 +0000 http://alephblog.com/?p=897#comment-18695 Congratulations! Well, indeed I am curious what you think of the buyout. Congratulations!

Well, indeed I am curious what you think of the buyout.

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