post #41 of 54
7/7/10 at 12:03am
- i_am_so_siri
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if you believe a double dip will happen i would be carefull on the bouncers. the companies that barely made it past the first drop will not be in as good of shape going into the next dip. before the first dip credit was easy as hell to get. ford was able to raise funds with loans backed by things like the rights to the blue oval. if we double dip companies will have a hard time since credit is way more tight. also another dip will probably weaken things enough to stay down instead of an immediate bounce. i would say ford would survive a double dip but for most on your list except nflx their survival will depend on if they refinanced their debt already.




Netflix seems to get bigger by the day, replacing movie rental stores... ZLC is in the gold and diamonds business, and those will only increase in value as our economy goes down the shitter. Ford, well, Ford goes without saying. PIR is more of a lotto play. They avoided BK once, and I think they'll be fine. But like I said, everything is tentative. As always... There's never a shortage of variables in the market.









