racemize

http://www.cnbc.com/id/46801008

my two purchases were at 5.56 and 8 (roughly equal)--doubt I will add any unless it gets under 8 again.

maybe you guys should get into short term trading! (j/k)

http://www.valuewalk.com/2012/03/pre-market-news-31912-chinese-home-prices-fall/

looks like the buy back is simply to keep share count steady (offsetting RSUs).

I've always loved that quote. Sounds a lot like Fisher.

just got mine set up, reading text is so much nicer! weight change is noticeable.

My initial search for one didn't turn out well, so I typically just go to websites. If there is a really good one, I'd love to hear about it. I'll take a look at the two valueInv mentioned.

While CNG is a possibility, I tend to think the long term solution is grid-powered cars and good batteries. Then we don't have to worry about the energy source (which should probably be a lot more NG at this point). The question then is, how long does it take to get good battery vs. the cost of the CNG installations. I do really like the idea of powering at home, but I'd rather it be electricity than CNG, if technology will allow it.

to be clear, I wasn't saying the new interface was hard, just that it was reportedly hard to skip metro and simply use the classic interface, as suggested by Hoodlum.

Hi Harry, are you implying that my questions was an attack on your character?

Businesses will just continue using the Classic interface so Metro is a non-issue. The biggest enhancement for Windows 8 and the Server 8 is related to the integration of Hyper-V's virtual environment. On the server side our company has already reached some of the limits of Windows 2008 Hyper-V and we will have to move to Server 8 sometime next year. Hyper-V on the client side also has benefits for business. From the testers I've talked to, it is hard to just use the classic interface as there is no start bar or program interface anymore. The complaint has been that you have to go back into metro every time you want to do something and then get back out to get into classic with whatever you launch.

Hi Harry, as someone who is relatively new to the board, I do not have any history on this stock or any previous back and forth. Honestly, I (and perhaps others) just want to know what actually happened with your thesis and sale. Would you mind providing a history of your post, when you bought, when you sold (e.g., whether it was based on your thesis or otherwise), and whether you actually had gains on the stock? Substantially all of the back and forth has been rhetoric, but very little substance. As far as I can tell, the other posters have claimed that you bought and then sold fairly immediately (presumably at a loss), then came back later to say that you had gains after 10 months. You could settle that claim pretty easily, one way or the other, I would think. This is a completely honest request--I have no dog in the fight.

That's what I am thinking as well. E.g., I think the board had concensus on bac, though not sure at what price.

Primarily a short seller on a value board? I've written off shorting myself, as it seems too short-term dangerous. Edit: not trying to insinuiate anything, just found it curious.

I tend to agree, but people did not know for sure how those stress test results were going to come out.

if it keeps this up, it will turn into the position size I wanted (only got in 5% worth initially).

yeah, and someone else said 9.00 today or yesterday and 10.00 by the end of the week as I recall.

oh definitely, e.g., many of the FTP folks would still be/are holding (I assume), so I don't think the negative returns would reflect the ending results.

It would be cool if we could somehow crowd source the buying and selling of various ones of these and then track that performance. e.g., when the board had consensus that something was a buy and when to exit. Seems almost impossible to do though (at least easily).

seems about right. I have always had pain when I'm an early adopter, and yet I keep doing it. 2nd gen is usually decent though.

I agree, I don't remember any particular product or refresh that everyone wasn't dubious about initially. The initial iPhone was a big deal, but there were tons of complaints about it being a beta and that the next one was what should have come out in the first place (e.g., initially edge only, no native apps, etc.). iPad as well--no front facing camera, making fun of the "magical" branding. In any event, they almost always do incrementals, it seems to me.

Because, as I've tried to show with some of my posts on this thread, reason dictates it. And, Sardar is nothing if not rational. Of course, in my subjective opinion, Sardar is no cheat either, but you don't have to share this opinion in order to arrive at the conclusion about the incentive agreement. Best, Ragu Would you mind spelling out exactly how "reason dictates it" and what you think he will change that will suddenly be better for the minority shareholders? Overall, these posts seem very cryptic and I simply do not follow the implications about which you seem to be convinced.

The reserves between GSE's and non-GSE are not comparable for many reasons, but the biggest one is that the GSE reserves currently reflect the fact that a very large portion of the GSE R&W liabiliity has been settled and paid. Not so with the non-GSE's since the NY court has not confirmed the BNY-Mellon agreement yet and reserves are still held until that happens. Specifically, the GSEs have settled with BAC for: 1) FMCC, all CFC originated loans through 2008 2) FNMA, all CFC loans that were in the pipeline as of 9/20/2010 With CFC representing 76% of BAC's GSE originations the settlement with FMCC is significant. The FNMA settlement leaves them some wiggle room. GSE risk remaining are BAC/ML originated loans with FMCC, and all CFC/BAC/ML loan claims made after 9/20/2010 with FNMA. It's not a big suprise that FNMA is now expanding their threshold for claims since they settle based on pipeline contents on a specific date. FMCC can't do the same since they settled on all CFC loans based on origination dates, but they can get expansive with BAC/ML loans. The only breakout of the R&W liability I can find is on page 209 of the 10-K where they discuss $8.6 for BNY-Mellon, and $7.0 for everything else. This helps my understanding quite a bit. However, I believe the settlements only cover those directly sold from countrywide to the GSEs. Additionally, the 10-k indicates that some of the new repurchase claims are still related to countrywide: It would be nice if they would break out what percentage of the $1.1 trillion was covered by the agreements, but perhaps they don't know.

sadface.