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Latest  |  Highest rated
  • EIA Petroleum Inventories: Crude -0.1M barrels vs. consensus of -0.3M. Gasoline +2.1M vs. consensus of +1.2M. Distillates -2.3M vs. consensus of +1.2M.  [View news story]
    net slightly down when the total expected up 2.1M.
    Jun 27 10:33 AM | Likes Like |Link to Comment
  • Don't Buy Alongside The Bristol-Myers Buyback [View article]
    Where in the world did I spell Myers incorrect? You guys are delusional if you think investing ability has anything to do with spelling. If it detracted from my analysis, then why did you make such a long comment?

    This article has nothing to do with earnings or drug pipeline. Its a simple comparison of Net Payout Yields that suggests BMY is neither cheap nor the best investment option right now.

    Besides, a drug pipeline that clearly won't impact earnings for years means that the drugs might not ever come to fruition. Not to mention that the current valuation already suggests that the market expects solid results from that pipeline to even justify the current valuation.
    Jun 27 12:43 AM | Likes Like |Link to Comment
  • Don't Buy Alongside The Bristol-Myers Buyback [View article]
    Uh, thanks for that handy information. Note the first sentence. The rest of the time that takes too long to say. Most people in the media never mention the Squibb part.
    Jun 26 07:05 PM | 2 Likes Like |Link to Comment
  • With large banks set to submit their "living wills" - plans for how they could be liquidated in the next crisis - FDIC vice-chair Thomas Hoenig isn't optimistic this vaunted new regulation will end TBTF. They remain too big and too complex, and exert too great an influence on the economy, he says.  [View news story]
    How in the world is this even possible to submit? The next crisis will greatly dictate what can and can't be liquidated not some document written years ago.

    File this under the sounds good, but impractical to implement.
    Jun 26 11:33 AM | 1 Like Like |Link to Comment
  • SodaStream To Hit Grocery Stores In 2014 [View article]
    Interesting to note that both KO and PEP are adding billions of new revenue each year. So even with SODA continuing to share it isn't making any dent in the revenues of the big dogs.

    Personally I don't get the excitement over new stores in the US especially if it involves machines. Distribution is at the point where any consumer can easily get a machine. The real key is making the flavors available at grocery stores.
    Jun 26 11:21 AM | Likes Like |Link to Comment
  • A Beaten Down $10 Stock That Could Soar Again In 2013 [View article]
    Funny how I haven't seen the 3 key words mentioned in this article and comments: 3G, Brazil, and Mexico. Sure it mentions upgraded networks in Latin America, but that slight mention very much brushes aside the key point.
    Jun 26 12:06 AM | Likes Like |Link to Comment
  • "NOT just Euroland problem folks," tweets Bill Gross. "All global economies (are) delevering with insufficient central bank response." Presumably, Bernanke and the others follow the news. Is it not just a matter of time before the response becomes sufficient?  [View news story]
    huh, the FED can't and shouldn't do much more. Its up to the fiscal side at this point.
    Jun 25 11:59 AM | 1 Like Like |Link to Comment
  • Jun Texas Fed Manufacturing Outlook: Business Activity Index +5.8 vs. 0.0 estimated, -5.1 prior in May. Manufacturing production 15.5 vs. 5.5. New orders 7.9 vs. 0. Capacity utilization 13.3 vs. 5. Shipments 9.6 vs. 0. Employment 13.7 vs. 8.5.  [View news story]
    So TX activity remained strong. Economy isn't as weak as the word on the street would suggest.
    Jun 25 10:32 AM | 1 Like Like |Link to Comment
  • Communications Stocks Flying Too High [View article]
    High debt and high payout ratio. Not sure how you can argue that its all that safe. Besides the issue is total return. What if the stock is down 15% over the next 2 years? Your total return will not only be negative, but non retirement accounts will be paying taxes on the dividends.
    Jun 21 09:24 PM | Likes Like |Link to Comment
  • Spanish banks need €51B-€62B in extra capital to survive a serious economic downturn, independent audits from consultancies Roland Berger and Oliver Wyman show. The government will now use the assessments to determine how much it will ask for out of the €100B that the EU has made available to rescue the sector. The Bank of Spain says the country's three largest banks don't need extra capital.  [View news story]
    Too many skeptics just like TARP.
    Jun 21 01:54 PM | Likes Like |Link to Comment
  • Communications Stocks Flying Too High [View article]
    Sure the data wireless is a growth area, but it hardly offsets the decline in landline revenue. The company as a whole isn't a growth prospect.
    Jun 20 11:59 PM | Likes Like |Link to Comment
  • The weakness in the oil market is a warning, says Josh Brown. He sees the weakness as a leading indicator, and as oil prices hit their lowest levels in over a year and a half, it's a sign that global growth is facing some serious headwinds. With the fiscal cliff looming and persistent European troubles that never seem to go away, the energy markets seem to be confirming an inevitable downturn, and Josh, along with a host of other traders, are warning investors to prepare, now.  [View news story]
    yeah, lower oil means more money for consumers. Not sure why people aren't getting that the higher oil inventories are just as much due to higher production as economic weakness.

    The stock market sure isn't backing up downtown Josh.
    Jun 20 11:58 PM | 1 Like Like |Link to Comment
  • Walgreen's Deal Sounds Better Than The Reaction [View article]
    Don't see how WAG overpaid if the company is immediately accretive. Investors should be happy paying 100x earnings if it is accretive.
    Jun 20 02:02 PM | Likes Like |Link to Comment
  • Walgreen's Deal Sounds Better Than The Reaction [View article]
    Never talked about buying WAG before and this article suggests that the reaction was overdone. The stock is down another 4% today so it gets more and more appealing as a purchase.

    Unfortunately it doesn't have enough yield support for my conservative model, Net Payout Yields, and though the potential gains are now appealing I still see better opportunities for my Opportunistic models. It doesn't fit in to my models, but I don't understand the people selling the last couple of days. If you held the company on Mon, you should really like it now.
    Jun 20 02:00 PM | Likes Like |Link to Comment
  • Walgreen's Deal Sounds Better Than The Reaction [View article]
    45% of the $2.4B in EBITDA earned by Boots is around $1.1B. Divide that by the purchase price and it comes out to 6.2x.
    Jun 20 01:54 PM | Likes Like |Link to Comment
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