SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (30265)3/7/2008 10:08:49 AM
From: valueminded  Respond to of 78728
 
Spekulatius

I think a recession is a foregone conclusion and we are already in one from everthing I see. The economy is not going to create any jobs in manufacturing, construction (residential or commercial) or municipal. There just isnt a demand nor is there revenue in the case of the government.

Won't be much refinancing/equity cashout stimulating the economy either. Lets face it, banks are not going to get burned again, so if someone wants money, they better have the income and the equity to show for it.

I have noticed progressively less full flights during my travels which is just a personal indicator. This recession will be closer to the 1980's style recession then the 2000 imo. I think hotels are a bad investment right now, but I do like pipelines and commodities (natural gas, silver and gold) and will take a look at your recommendation

chris



To: Spekulatius who wrote (30265)3/7/2008 10:21:52 AM
From: Wallace Rivers  Respond to of 78728
 
Sunstone, a flash from the past, I owned it when it was SSI. I think a mgmt. group bought it out, then brought it public again (a few years later at a higher price than the buyout). All this from memory, so I may be wrong on some details.
Had a pre mgmt. buyout position for income in SSI, then added to it, as the arb opportunity presented itself. That was one that worked out OK for me.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News