The Blackstone Group LP Message Board

Yeah,with total sales of $57k this stock will go far.

yes we are----Kramer has turned bearish----the greatest contra--indicator of all.

Wthh a p/e of 33, a p/b of 22 and a p/s of 3.6, this is no value stock. Moreover, it is not a growth stock either. ZTS was once a part of American Cyanamid, which i used to follow many years ago as an analyst. A large part of its product line still consists of mature antibiotics which are mixed with animal feed to prevent disease. Hang on to your PFE imo.

Kramer has been the quintissential contrary indicator for me; I have made lots of money betting against him, especaially on gold, which he has touted all the way up. Now that it is bottoming out he has turned negative.

pure manipulation / accumulation going on here; notice how it suddenly traded at 5.30 after the close---when noone was around to notice and react.

For the sake and well-being of your fellow boardmembers I beg that you postpone all of your scheduled foreign travel. On the three trips you have taken over the past two years I calculate the stock has plunged an average of 40% per trip. I shudder to contemplate where it might go on your next trip.

still would be useful to get a little more guidance/analysis from mgt re reasons for pricing weakness re. [a] competition [b] end uses; i.e. what is happening in the all important flame retardant mkt [should be picking up now along with rising home and commercial construction] . Are competitive products making an impact, etc. etc..

presently weak antimony prices surely aren't helping much either; the old cliche "they're losing money on every pound sold but they're making it up on volume" seems appropriate here.

check out his record with cabg--a total debacle, although he made out like a bandit.

seems to me they are caught in a catch 22 situation, i.e. they can't spend much on infrastructure until they generate some positive cash flow. But they can't generate cash flow until they build infrastructure. Hence, progress is painfully slow.

totally agree ; incidentally, if you think this Chinese stock is cheap, check out SPU