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John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in... More
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  • Disappointed Tourists Invade San Francisco 0 comments
    May 4, 2009 04:51 PM | about stocks: CUK, RCC, SFD

    San Francisco Bay looks like Normandy on D-Day today, invaded by a flotilla of cruise ships diverted by the swine flu from Mexican destinations. Two ships from Carnival (CUK) and one from Royal Caribbean (RCC) are docked at piers normally occupied by garbage scows and tugboats. Operators of a total of 28 ships have asked the Port of San Francisco for emergency landing rights, disgorging 1,000 to 2,000 free spending passengers each on the City by the Bay. Those who booked holidays looking forward to 90 degree temperatures, tacos, and tequila grumbled when they were delivered bone chilling fog, Dungeness crab, and Napa wine. Good luck getting a seat on a cable car this weekend. In the meantime, the government is going through great pains to convince us that you can’t catch the bug from pigs. You can get heart disease, diabetes, obesity, and hardening of the arteries from pork, but definitely not the flu. Take a look at Smithfield Foods (SFD), which has dropped 30% since the pandemic fears hit.

     

    Stocks: CUK, RCC, SFD
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