Author Topic: GM - General Motors  (Read 530178 times)

rb

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Re: GM - General Motors
« Reply #1590 on: October 10, 2018, 09:37:12 PM »
Another guardian of shareholder value

https://finance.yahoo.com/m/d6139960-08bc-34cd-9e41-ed48e5d34594/general-motors-adds-another.html

I wonder how much stock she owns?
Hahahahahahahahahaha, I'm cracking up!!!
Maybe you could share with the rest of us what's that funny.


DTEJD1997

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Re: GM - General Motors
« Reply #1591 on: October 11, 2018, 08:31:51 AM »
Yeah!  What is so funny about GM?

Women are now represented on the BOD.

When are shareholders going to get representation?

If shareholders were represented, maybe some of things being discussed on this thread would take place.


vince

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Re: GM - General Motors
« Reply #1592 on: October 11, 2018, 09:09:56 AM »
Well I think its pretty clear what made it funny, at least for me, you should read the entire thread.  And when you read it you will also see that I never recommended them lever up as much as they can but I clearly think they have excess cash and could afford some fixed debt.  Do you know how much cash they keep or how much debt they have?  Do you realize that their after tax cost of debt (and probably even pre tax cost of debt) would have been lower than their dividend yield when stock is in the low 30"s?.  It doesnt take a masters in economics to see a very high probability of value enhancement.  The fact that you dont agree with me doesnt mean you should try and make your case against something I didnt say.  And dont take it personally, its just my opinion.

Spekulatius

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Re: GM - General Motors
« Reply #1593 on: October 11, 2018, 05:11:06 PM »
Another guardian of shareholder value

https://finance.yahoo.com/m/d6139960-08bc-34cd-9e41-ed48e5d34594/general-motors-adds-another.html

I wonder how much stock she owns?
Hahahahahahahahahaha, I'm cracking up!!!
Maybe you could share with the rest of us what's that funny.

The new board member has no discernible automotive and as it looks not even really business experience. I think it is fair to say that she would never been elected, if she were male. What exactly does an “expert in geopolitical and macroeconomic climate” do and how is this relevant for GM, one might want to ask?
To be a realist, one has to believe in miracles.

Jurgis

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Re: GM - General Motors
« Reply #1594 on: October 11, 2018, 09:08:12 PM »
Another guardian of shareholder value

https://finance.yahoo.com/m/d6139960-08bc-34cd-9e41-ed48e5d34594/general-motors-adds-another.html

I wonder how much stock she owns?
Hahahahahahahahahaha, I'm cracking up!!!
Maybe you could share with the rest of us what's that funny.

The new board member has no discernible automotive and as it looks not even really business experience. I think it is fair to say that she would never been elected, if she were male. What exactly does an “expert in geopolitical and macroeconomic climate” do and how is this relevant for GM, one might want to ask?

Edit: Screw it. Life is too short. CoBF is completely toxic board now. Good bye and thanks for all the fish. Have fun.
« Last Edit: October 11, 2018, 09:21:41 PM by Jurgis »
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JRM

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Re: GM - General Motors
« Reply #1595 on: October 12, 2018, 02:53:31 AM »
This podcast episode talked a lot about the optionality in GM, and they seemed surprisingly well informed.

https://www.fool.com/podcasts/industry-focus/2018-10-11-energy-the-tesla-fatigue-podcast

RadMan24

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Re: GM - General Motors
« Reply #1596 on: October 12, 2018, 05:08:12 AM »
Another guardian of shareholder value

https://finance.yahoo.com/m/d6139960-08bc-34cd-9e41-ed48e5d34594/general-motors-adds-another.html

I wonder how much stock she owns?
Hahahahahahahahahaha, I'm cracking up!!!
Maybe you could share with the rest of us what's that funny.

The new board member has no discernible automotive and as it looks not even really business experience. I think it is fair to say that she would never been elected, if she were male. What exactly does an “expert in geopolitical and macroeconomic climate” do and how is this relevant for GM, one might want to ask?

Edit: Screw it. Life is too short. CoBF is completely toxic board now. Good bye and thanks for all the fish. Have fun.

No kidding.

RadMan24

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Re: GM - General Motors
« Reply #1597 on: October 12, 2018, 05:13:34 AM »
Well I think its pretty clear what made it funny, at least for me, you should read the entire thread.  And when you read it you will also see that I never recommended them lever up as much as they can but I clearly think they have excess cash and could afford some fixed debt.  Do you know how much cash they keep or how much debt they have?  Do you realize that their after tax cost of debt (and probably even pre tax cost of debt) would have been lower than their dividend yield when stock is in the low 30"s?.  It doesnt take a masters in economics to see a very high probability of value enhancement.  The fact that you dont agree with me doesnt mean you should try and make your case against something I didnt say.  And dont take it personally, its just my opinion.

You just don't get it. That's what I've concluded after reading the entire thread.

Gregmal

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Re: GM - General Motors
« Reply #1598 on: October 12, 2018, 05:25:32 AM »
Another guardian of shareholder value

https://finance.yahoo.com/m/d6139960-08bc-34cd-9e41-ed48e5d34594/general-motors-adds-another.html

I wonder how much stock she owns?
Hahahahahahahahahaha, I'm cracking up!!!
Maybe you could share with the rest of us what's that funny.

The new board member has no discernible automotive and as it looks not even really business experience. I think it is fair to say that she would never been elected, if she were male. What exactly does an “expert in geopolitical and macroeconomic climate” do and how is this relevant for GM, one might want to ask?

Edit: Screw it. Life is too short. CoBF is completely toxic board now. Good bye and thanks for all the fish. Have fun.

I know. Somewhere along the lines people decided that it's blasphemous to dare express differing opinions or have the gall to disagree... What a shame. This is the straw that broke the camels back; questioning the benefit to shareholders of an unqualified board appointee.

Gregmal

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Re: GM - General Motors
« Reply #1599 on: October 12, 2018, 05:36:23 AM »
I mean IDK, maybe some off us are off.. If others are exuberant about the fact that this company has drove through one of the greatest autos booms ever, in the midst of the greatest equity market rally ever, WITH NOTHING TO SHOW FOR IT; absolutely zero, cool, I guess. IMO Excuses are for losers.