Investor Insight

[Guest buickman]

www.BillCara.com

July 17, 2006

GM: like flies to manure

I am unimpressed with anything I read about the state of affairs at General Motors. I sold it a year ago at $35, and about six months later the stock hit a low close of $18.33.

I call GM a pure speculation - the antithesis of quality companies (like the Cara 100) where most people should be focused on trading shares.

Today in Japan there is published speculation as to whether Auto giant Toyota Motor (a Cara 100 component) will let third-stringer Nissan Motor go into a tripartite alliance with Renault and GM.

Some of you may see this as a defensive move by Toyota. I see it more as a case of flies being attracted to manure.

Am I interested in the GM bonds, and so forth? Hardly. I have zero interest in trading any securities that are swarming with lawyers seeking corporate re-organization fees.

That is a trading activity best suited to professional arbitrageurs. And those are the people who typically trade on arguably illegal insider information and planted news stories, which, in my view, is the bottom of the barrel of capital markets trading.

I look for securities that trade freely in markets on the basis of corporate fundamental and quantitative data, and macro-economic drivers, which is the way it should be.

There are many reasons why Toyota Motor has excelled for years as a manufacturer of autos and trucks. General Motors management ought to have been watching TM as a case study in corporate success.

[Newbiewar]

There are many reasons why Toyota Motor has excelled for years as a manufacturer of autos and trucks. General Motors management ought to have been watching TM as a case study in corporate success.

171509[/snapback]

quite the contrary... Toyota always looked at GM as a case study in corporate success...

[regfootball]

toyota, the recall king?

[91z4me]

Jim read the article before you post it and see if we can rip the author apart in less than 10 minutes if so don't post it.

www.BillCara.com

July 17, 2006

GM: like flies to manure

I am unimpressed with anything I read about the state of affairs at General Motors. I sold it a year ago at $35, and about six months later the stock hit a low close of $18.33.

I call GM a pure speculation - the antithesis of quality companies (like the Cara 100) where most people should be focused on trading shares.

Wow look he is plugging his own stock pics in an 'article' that sure is professional!

Today in Japan there is published speculation as to whether Auto giant Toyota Motor (a Cara 100 component) will let third-stringer Nissan Motor go into a tripartite alliance with Renault and GM.

First off Renault/Nissan made more money than ANY other car maker in the world year before last I would hardly call that a 3rd stringer. Second off what can Toyota do about it? Nothing!

Some of you may see this as a defensive move by Toyota. I see it more as a case of flies being attracted to manure.

I see it as political posturing so your stock holders don't get scared.

Am I interested in the GM bonds, and so forth? Hardly.

That is great a guy I have never heard of is saying "Don't buy GM." When estabilished investing firms ARE saying invest in GM.

I have zero interest in trading any securities that are swarming with lawyers seeking corporate re-organization fees.

Me too and if GM were seeking Chapter 11 then I would agree but they are not. In fact they posted a profit for the first half of the year. Imagine that!

That is a trading activity best suited to professional arbitrageurs. And those are the people who typically trade on arguably illegal insider information and planted news stories, which, in my view, is the bottom of the barrel of capital markets trading.

Kinda like what you are doing, presenting a recommendation that your article is anything more than your speculation based on NO information!

I look for securities that trade freely in markets on the basis of corporate fundamental and quantitative data, and macro-economic drivers, which is the way it should be.

Once again, who are you?

There are many reasons why Toyota Motor has excelled for years as a manufacturer of autos and trucks. General Motors management ought to have been watching TM as a case study in corporate success.

171509[/snapback]

GM is in the midst of a turn around Toyota will NEVER go through. Though GM and Toyota are both big conservative companies Toyota will never have the backed up problem of pensions and healthcare NEAR the scale that GM's current management has had to overcome.

[CARBIZ]

Wow, this guy is a genius. Imagine selectively bragging about selling GM stock at $35, then cleverly pointing out that it bottomed out (like 8 months ago!) at $18, but conveniently ignore the fact that it is back up over $30.

Glad he is not my advisor!