Can you feel your toes? Yes, this real. The world as we know it has changed and is changing before our eyes each day. FDR and Teddy both would be licking their chops on what is taking place…Assets are melting on one side and capital is seemingly in the hands of government. The question is whether if or when the government will release their hold or are they in business with us for good? Do not give up. Many companies such as FORD, COUTTS, HSBC, and a list others have not drank the kool-aid… The question is if they can hold on until this perfect storm is over. This affects long term growth as everyone is wondering how the bailout recipients are doing. Some are finding out that they cannot pay it back or the pitchforks are threatened to released against them. We must as advisors find the value in non bailout companies and help support them to be profitable. If they are supplying a better product, buy it over the bailout company. Do not give capital back to government by investing in THEIR companies. It is that simple.
