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Filed Under Market Commentary |
My portfolio:
Right now, I am long: GOPCJ.OPA, GOPFH.OPA, GOPFL.OPA, IIGBA.OPA, IIGGA.OPA
Long Silver (SIK6)
Long GE GEFZ.OPA
I am heavily bearish on GM…BIG PUT POSITIONS: GMRC.OPA, GMRT.OPA, GMRX.OPA
GM will not survive under current structure. Announcements in the BIG 3 of job cuts gave GM a boost this past week. The problem with GM is not healthcare, believe it or not…what is it? Ever wonder why GM has so many car brands??? Ask yourself…who buys Buick/Pontaic/Saturn? There is talk that they want to sell a piece of GMAC, THE ONLY PART of GM making MONEY$$$$$…The Company cannot make money with its current product line.
Here is what would make me switch thinking: GM needs to consolidate brands. Keep Chevy/Cadiliac. Merge GMC into Cadiliac and Pontiac/Buick into Chevy. Even this will not save GM, just delay the collapse. At this very time, they should be concentrating on building reliable cars and cars that people would actually drive!!!
Good luck in Stocktrak!
TA ACCT
Last 5 posts in Market Commentary
- Three 2009 Stock Market Predictions - January 4th, 2009
- US Dollar Woes? - January 1st, 2009
- Merry Christmas! - December 25th, 2008
- Stocks Slide on Low Volume - December 23rd, 2008
- Santa's Rally Still Intact; Stocks Continue Moving Higher - December 20th, 2008
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