Sabrejet, RE: GVT, you don't know squat about the quarter.
That is correct.
You make it sound like the Q was a complete disaster.
All I have stated about the quarter is that it is going to be under analysts' expectations. That's it. That is scarcely a "complete disaster"--at least in my book.
Heck, the CEO gave new guidance and what did you do, ignore it?
Historically, when it comes to LU, ignoring management's guidance is a pretty good idea.
BTW, I bet you knew all about ENE before it went under with all the billions that institutions lost.
Actually, in that case, yes, I knew about ENE before it went under.
How do you see all this before everyone else?
Because a lot of analysts did not read the 10-K and 10-Q and did not focus on cash flow. Alas, nowadays a lot mroe analysts are reading SEC filings which should unfortunately cut down on the mistakes they make.
Tell me, what gives you any more insight to LU than anyone else?
I dunno. I can tell you that when I first came on this thread and talked about how weak LU's cash flow was in the face of seemingly good earnings reports, I met a lot of these same questions. Heck, I even told people when it would be a good time to short the stock, and that was more than 10x the current price. For some reason back then people weren't looking at LU's cash flow. I don't see the market making that same mistake twice.
I talk to investor relations, I talk to investor relations of numerous companies, I talk to brokers and I read as much as I can regarding financial statements and other filings. How do you develop your angle?
I try and talk to investor relations and brokers as little as possible. I do like to read all the SEC filings, though. It is amazing how much information can be gleaned from the 10-K,. 10-Q, and proxy statement. And if I need more information, I prefer speaking to customers and suppliers instead of the company. |
