Comments on: Sitting down with Lear Corp. (LEA) http://www.fusioninvesting.com/2008/11/lear-corp-lea/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 18 Mar 2010 10:29:24 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Dean Morel http://www.fusioninvesting.com/2008/11/lear-corp-lea/comment-page-1/#comment-319 Dean Morel Tue, 18 Nov 2008 03:00:21 +0000 http://www.fusioninvesting.com/blog/?p=255#comment-319 "Hoselton said that if the federal bailout is approved, Lear's share price and exposure to those automakers may make it a better investment than General Motors Corp. or Ford Motor Co. shares which are expected to be diluted by the financial assistance." <a href="http://finance.yahoo.com/news/Ahead-of-the-Bell-Lear-apf-13591590.html" rel="nofollow">read more</a> “Hoselton said that if the federal bailout is approved, Lear’s share price and exposure to those automakers may make it a better investment than General Motors Corp. or Ford Motor Co. shares which are expected to be diluted by the financial assistance.” read more

]]> By: Dean Morel http://www.fusioninvesting.com/2008/11/lear-corp-lea/comment-page-1/#comment-318 Dean Morel Tue, 18 Nov 2008 02:49:05 +0000 http://www.fusioninvesting.com/blog/?p=255#comment-318 <a href="http://www.bloomberg.com/apps/news?pid=20601087&sid=a8oQkqyRcU6Y&refer=home" rel="nofollow"> GM Rises After Pelosi Urges Industry Aid Plan Passage</a> <a href="http://www.manufacturing.net/News-Cerberus-US-Cant-Let-Automakers-Fail.aspx" rel="nofollow">Cerberus: U.S. Can't Let Automakers Fail</a> I agree with you Mike. $20 stock if it survives. The question is what's the probability of current stock holders not being wiped out or greatly diluted? - It seems likely that the Democrats won't let the automakers fail, for all the common reasons in the media. - LEA has survived many other cyclical lows. What odds would people give survival without massive dilution? Is 70% too high?
GM Rises After Pelosi Urges Industry Aid Plan Passage
Cerberus: U.S. Can’t Let Automakers Fail
I agree with you Mike. $20 stock if it survives. The question is what’s the probability of current stock holders not being wiped out or greatly diluted?

- It seems likely that the Democrats won’t let the automakers fail, for all the common reasons in the media.
- LEA has survived many other cyclical lows.

What odds would people give survival without massive dilution? Is 70% too high?

]]> By: Mike http://www.fusioninvesting.com/2008/11/lear-corp-lea/comment-page-1/#comment-317 Mike Tue, 18 Nov 2008 02:07:10 +0000 http://www.fusioninvesting.com/blog/?p=255#comment-317 The CEO Rossiter just bought 350,000 shares. I doubt the bailout package is passed now, but will be passed in late January. If LEA makes it to 2010 it is a $20+ stock. The CEO Rossiter just bought 350,000 shares. I doubt the bailout package is passed now, but will be passed in late January. If LEA makes it to 2010 it is a $20+ stock.

]]> By: Dean Morel http://www.fusioninvesting.com/2008/11/lear-corp-lea/comment-page-1/#comment-305 Dean Morel Fri, 14 Nov 2008 12:37:02 +0000 http://www.fusioninvesting.com/blog/?p=255#comment-305 <a href="http://www.nytimes.com/2008/11/14/business/14auto.html?_r=1&th&emc=th&oref=slogin" title="Chances Dwindle on Bailout Plan for Automakers" rel="nofollow"> "WASHINGTON — The prospects of a government rescue for the foundering American automakers dwindled Thursday as Democratic Congressional leaders conceded that they would face potentially insurmountable Republican opposition during a lame-duck session next week." You'd have to be getting worried holding LEA now. Wouldn't you?
“WASHINGTON — The prospects of a government rescue for the foundering American automakers dwindled Thursday as Democratic Congressional leaders conceded that they would face potentially insurmountable Republican opposition during a lame-duck session next week.”

You’d have to be getting worried holding LEA now. Wouldn’t you?

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