Carol Flake Chapman

Seeking Alpha Analyst since 2008

Comments

How Much Is a Wrinkle Worth? by Carol Flake Chapman
Carol Flake Chapman
I agree!

On Jun 16 12:26 PM edwards wrote:

> The potential of fluorouracil cream (fluorouracilcream.com) is extraordinary.
> Given the size of the anti-aging, wrinkle-removal product sales,
> in the U.S. and worldwide (over $12 billion in 2005 according to
> The American Society for Aesthetic Plastic Surgery), this substance
> could become a blockbuster.
Jun. 16, 2009
12:42 PM
The Swine Flu Effect by Carol Flake Chapman
Carol Flake Chapman
Actually, Quidel does make a test that works with nasal aspirates/wash and tests for Type A influenza.
May 03, 2009
6:48 AM
Carol Flake Chapman
Hershey's beat the street:

Higher prices helped Hershey's first-quarter profit surge 20 percent and beat Wall Street's expectations.
The Hershey Co., the nation's second-largest candy maker, said it also benefited from a later first quarter that captured more Easter sales but was hurt by higher commodity costs and a strengthening dollar.
"Hershey's results for the first quarter were solid, and I am pleased with the progress we continue to make," David J. West, the company's president and chief executive officer, said in a telephone conference with analysts.
However, he acknowledged that beating last year's results will become more difficult for the rest of 2009 because the company has now lapped a February 2008 price increase. Hershey also boosted prices in August.
Apr. 23, 2009
5:24 PM
Carol Flake Chapman
It's clear that I'm talking about a halo effect. The LZR Racer is obviously a very small part of the Warnaco empire, with Speedo overall revenues only about 15% of Warnaco's total. The article is about trend-spotting. And so far Warnaco is up about 30% since I mentioned it in my article. And the records at the Olympics keep getting broken by swimmers in the LZR.
Aug. 11, 2008
2:56 PM
Carol Flake Chapman
I realize that the Baltic Dry Index does not indicate rates specifically for container shipping. I didn't say that it did. However, it does provide an indicator of demand for shipping and for commodities and can be used as a more general predictor. Many analysts use it. I've found a correlation by looking at the charts of the BDI and certain sectors.

nScout, you can watch the index by looking it up on Bloomberg: www.bloomberg.com/apps.... Investools also has some charts. For up-to-the-minute specifics, including specific routes, you have to subscribe to the Baltic Exchange.

May 23, 2008
9:31 AM
Carol Flake Chapman
Hi, Paul. I agree that T. Boone is in it for the long haul. His water project for Texas is even more long term than the wind farm and actually rather preposterous in its scale. Not to mention cornering the market on a resource that many think should belong to the public.

Clearly the U.S. has to be looking at energy and water in the long term as well as the short haul, and not just let the tycoons do our planning for us. But it looks as though the price of oil is not going to go down substantially, and so we're going to have to have some short-term solutions and try solutions for different niches. The cost of natural gas powered trucks is obviously not prohibitive if companies like UPS are buying more and more of them. And the ports have a serious pollution problem that has to be solved now rather than later.

The key problem, as you point out, is making sure that natural gas doesn't go the way of corn.
May 16, 2008
12:02 PM