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Steven Towns

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  • The Day Before GE's Shareowner Meeting [View instapost]
    Thanks, Jim. It would be great to see more shareowners writing proxy reviews. Your sharing of your votes and reasoning is also helpful. Really need more individuals and institutional investors to step up and become more engaged in their own right and with one another. The latter after all are managing the former's (our!) money.
    Apr 25 05:39 PM | Likes Like |Link to Comment
  • The Day Before GE's Shareowner Meeting [View instapost]
    Thanks for leaving this comment. I will contact you privately to see if we can figure out where your control number went. It's not impossible that it wasn't made easy to figure out how to vote online. I've even received printed proxy materials before that arrived on the day of a meeting and I live only a few hours from the proxy service company (unless of course they print and send from elsewhere). Anything is possible when it comes to proxies/VIFs.
    Apr 25 05:31 PM | Likes Like |Link to Comment
  • Time Again To Trade The Collapse Of The Yen [View article]
    I don't envy those trying to trade the collapse of the yen and the demise of Japan stories. In fact, I'd say it could arguably one of the most misinformed obvious trades. I'm biased, however, because I take a "value" approach to investing for one, and I have spent a significant amount of time living in Japan and also just published a book: Investing in Japan: There is no stock market as undervalued and as misunderstood. As you can see from the subtitle, it's a contrarian take to the mainstream reporting and conventional wisdom. I specifically discuss Kyle Bass and D. Einhorn's "bets." It's worth the money for my book to traders just to know what risks there are and factors at play beside the internally-funded argument that's finally become well known. Book link: http://amzn.to/JvMDkL
    Apr 24 01:11 PM | 1 Like Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thanks for the update, mostserene1. Like your last line.
    Apr 20 10:57 AM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thank you for your article, too, TLF24. I'm consistently seeing similar sentiments each time around. Sad. But yes, hopefully a changing of the guard. That may be impossible given how entrenched they are, unless we get institutional vote support, so at least we'll hope for a change of mindset.
    Apr 20 10:57 AM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thanks for your comment, Rwong8200.
    Apr 20 10:54 AM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thanks, jimmy46, that could be true, who knows with GE Capital. The latest earnings report suggests continued improvements, record capital adequacy and RE now profitable. Even if dismissing value of GEC, GE's valuation looks compelling on its own, thus I used industrial comps.
    Apr 20 10:53 AM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thank you, mostserene1. Never know if we'll see a $15 type pps again, but GE's not exactly off to the races post-earnings, either. Final vote results are supposed to be published within four business days after the AGM. We'll see if there's an improvement over last year, which was disappointing (wrt AGAINST tallies).
    Apr 20 10:50 AM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thanks for chiming in, Smurf.
    Apr 20 10:48 AM | 1 Like Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thanks, mjk0259. Please share the link if you have it. I'll fish around for it when I get a chance, if not. Probably should share a copy with IR and the board, too.
    Apr 19 02:31 PM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Nice, good one, TwistTie!
    Apr 19 02:30 PM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thanks, bg6638. I'm sure someone at GE is reading. We'll have to get the message to IR and the board.
    Apr 19 02:30 PM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thanks for your comment, Synchronicity. What you said should be a huge concern for the board and management. It's not only current shareowners that are dissatisfied, it's also the case that potential shareowners may not be willing to invest their hard earned money in a company that clearly favors a few privileged individuals over the best interests of the many (i.e. stakeholders).
    Apr 19 11:22 AM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thank you, Rudester. Really hoping that the vote results reflect shared sentiments among shareowners. We have a serious agency problem, however, with all the institutional owners. We'll know the results soon enough and keep working.
    Apr 19 11:17 AM | Likes Like |Link to Comment
  • Why GE Is Undervalued [View article]
    Thank you for your comment, fra53ine. You're spot on, too!
    Apr 19 11:16 AM | Likes Like |Link to Comment
COMMENTS STATS
271 Comments
87 Likes