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I like having dialog with myself; I suppose it's the same as thinking outloud.
I'm far from being a genious, but I don't think one need be a sage to see what's coming for auto companies. I think a modest amount of business acumen would do the trick in this case. I find it AMAZING that I'm the only one who thinks this way. It isn't that these companies are bad companies. My thesis is that the well is drying up for a few years unless they are targeting that lucrative Amish market, and with the enormous debt that have, times will be tough. There must be a REASON why S&P and Moodys put GM on credit watch. It comes down to VALUATION. I know they reafirmed "guidance" for the next quarter but is that as far out as you look when you decide to buy a company in the real world?
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