D-D

Ten Reasons to Hate Mortgage Modifications

Very good article, the only right thing to do is to let the housing market correct itself without any interference. Granted, this approach will be very very painful to the overall economy, but at least, it won't be be patch-work
DD
valuestockinvestors.bl...

Cramer's Lightning Round - Drowning Your Sorrows in Diageo (11/21/08)

I am curious to know if any financially-depressed folks are consuming
expensive brand liquors like Johnny Walker Scotch from Diageo.

American Express: A Creditable Investment - Barron's

One thing to watch out for is that as more people get laid off, there will be an increased number outstanding bills to be paid to Amex. If the job market stabilizes, I would feel comfortable with the contents of this article

Ten Reasons to Invest in Florida

It is sad that Seeking Alpha authors don't double-check their articles before publishing it. There is a big difference between 77 million and 77 billion.
And yes, there are property taxes in Florida.

Let us not forget Darden Restaurants

Disney Holds Up Well Despite Economic Downturn

I agree with "jepittman". Why did Disney bother doing business with Lehman? Is there any other financial company they did business with?
RJ
valuestockinvestors.bl.../

Slamming the Brakes on GM - Barron's

Even if GM gets financial support of some kind, am I ever going to buy an American car when Japanese have been making superior cars? The answer is no. Why waste money saving GM?

Buffett on Investing vs. Business

Being a businessman means that you have to know the management team as well and trust that they will run the business well. It makes no sense to buy a "hot" stock with poor management

30-Year Fixed Mortgage Rates

This article is stating some obvious facts. But it would be helpful if the article were to state possible causes , solutions to bring the mortgage rate down and so on.

Earnings Preview: Kraft Foods

Kraft also has brand names. These brands over the LONG term will turn out to be lucrative for patient investors.
The trick is to buy KFT if and when it goes below 27.
RS
valuestockinvestors.bl.../

Signs of the Times: Watching Magazine Covers

This article puts negative news into perspective. Negative news always sells on media.

What If Warren Buffett Is Wrong About the Markets?

Investing is a gray area for each and every individual. Nobody should follow any investing guru blindly. But what Buffet is say is don't lose faith in the American system.
He never said that we should put 100% of our money into stocks.
For a common Joe The Plumber, use dollar cost averaging
valuestockinvestors.bl.../

Now and Then - Cramer's Mad Money (10/24/08)

It is useless to compare this meltdown with the Great Depression. Each event is a discrete event and its results will be non-deterministic.
Nobody can time the market
D
valuestockinvestors.bl.../

Bargains Abound in Four Large-Cap Leaders

I disagree with the prior comment. Disney, just like KO has a brand name. Every kid wants to see Mickey Mouse. I agree though parents can always cut back on theme parks. But parks are only, I believe, 10-20% of Disney's revenue.
D
valuestockinvestors.bl.../

Let Buffet Do the Buying for You

Many people forget that BRK, by itself, is a very diversified company due to its many many holdings

Just buy BRK and forget about it till you get better ideas
RS
valuestockinvestors.bl.../

Diageo: Best of Sin Stock Breed Offers a Spirited Market Position

I agree that DEO is a good company. What is the "fair value" of this company?