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Andrew Borenzweig  

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  • Andrew Borenzweig
    Addiction, Africa, And Dividends: The Case For Philip Morris $PM http://seekingalpha.com/a/16mqb
    2/3/14
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      • Andrew Borenzweig
        $PM up big on Goldman upgrade. Getting some well-deserved love. Good non-cyclical play as it literally hooks emerging mkts onto its products
        1/11/13
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          • Andrew Borenzweig
            $BBRY unleashing 6 phones in 2013 doesn't address their issue: people wanting to buy their product. Not going to help anything. Sell/short.
            1/9/13
            Reply (35)
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            • JaHand: The pun does not go unappreciated infinite, lol
              1/10/13
            • oneinfiniteloop: Thanks JaHand :)
              1/10/13
              • Andrew Borenzweig
                The Dreamliner has its problems - but a 3% dip on a fuel leak is exaggerated. Not a bad time to pick up $BA and take a leap of faith w/ 787.
                1/8/13
                Reply (3)
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                • rrose39: just did that very thing. the dreamliner is going to be just fine.
                  1/8/13
                • Andrew Borenzweig: Agreed.
                  1/8/13
                  • Andrew Borenzweig
                    The Dreamliner continues to be a disaster for $BA.Has so much potential but just can't get off the ground (no pun intended).
                    1/8/13
                    Reply (7)
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                    • Andrew Borenzweig: Ppl may be scared but it's unlikely that orders would go away. Besides, by the time airlines receive the plane issues should be resolved.
                      1/8/13
                    • Andrew Borenzweig: In the future, of course.
                      1/8/13
                      • Andrew Borenzweig
                        Are people really hoping for a disappointing jobs report so they get QE3? Fed has done its part, we need fiscal policy and natural growth.
                        8/2/12
                        Reply (4)
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                        • Andrew Borenzweig: I agree that the Fed may have taken too much action, but only b/c Congress has done nothing. Overcompensation must stop, Congress must act
                          8/2/12
                        • Andrew Borenzweig: QE is like a quick drug fix for the market, it may stimulate for a week but then it will be forgotten and have no lasting impact.
                          8/2/12
                          • Andrew Borenzweig
                            Long-term, I still like GM's prospects but it may be good to sell it in the next few days to avoid near-term pain.Still holding for now.
                            8/2/12
                            Reply (1)
                            • realornot: GM is losing its gold leaves. China is slowing down and capping production. Down is the only direction.
                              8/2/12