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TheShat

TheShat
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  • U.S. Stocks And Ebola: A Risk Without Precedent [View article]
    And now two healthcare workers. I still don't believe this is going to be a large-scale problem, but I can tell you it isn't being handled terribly well. I work for the biggest health-care organization in my state, and I can say while there is certainly information being distributed on Ebola at the awareness-level, there has been next to nothing on Ebola at the mitigation level. It's as if even large companies don't know how to handle this, and are waiting for somebody bigger (aka: CDC) to come in once a case makes itself known. I don't believe the CDC is coming out to these organizations with anything different than standard contact precautions, which is looking more and more as if it isn't enough. There is a disconnect between the government and health-care organizations right now, and I can guarantee you that information is not free-flowing as of yet. In fact, National Nurses United just indicated 76% of nurses polled have not received any Ebola protocol as of yet. Normally, I wouldn't believe a number like this, but anecdotally, I can tell you that it's true.
    Oct 15, 2014. 11:04 AM | 1 Like Like |Link to Comment
  • A Significant And Unexpected Positive Catalyst For Corning [View article]
    Does GTAT become an acquisition target for GLW now that it's selling for pennies on the dollar?
    Oct 7, 2014. 11:23 AM | 1 Like Like |Link to Comment
  • U.S. Stocks And Ebola: A Risk Without Precedent [View article]
    I agree with your second paragraph, but the first paragraph is apples and oranges. Comparing Ebola to AIDS is too much of a stretch. One will kill you in two weeks; the other in two decades. While both are public health nightmares, it is easy to see which one could cause the most panic. Influenza is a much closer comparison, but that, too, is a stretch. We largely stay on top of flu outbreaks with effective means of vaccinating and public health literacy campaigns. No such methods exist with Ebola. If Ebola becomes more virulent or communicable, it could easily outstrip our resources. I doubt it's happening, and certainly wouldn't advocate any transactions based solely on it, but it is something to watch.
    Oct 1, 2014. 03:25 AM | 4 Likes Like |Link to Comment
  • U.S. Stocks And Ebola: A Risk Without Precedent [View article]
    Scary times. I do believe America is capable of handling these Ebola cases very well - on a case-by-case basis. Much like the flu pandemics, however, the problem arises not from individuals but from the masses. Even the sickest of the sick fare a decent chance when diagnosed with the flu if hospitals can pour the resources they need into them. However, when the hospitals become overwhelmed and they lack the infrastructure to handle them (lack of staff, lack of ICU beds, lack of ventilators, lack of pharmaceutics), the situation becomes much more grave. Isolated cases will be handled and handled well, I suspect. When (or if) the needs of the public outstrip that of the medical infrastructure, however, we could be in for a catastrophe. I find this risk to be low, but one would be a fool to think that it is out of the question. Scary times, indeed.
    Oct 1, 2014. 02:59 AM | 3 Likes Like |Link to Comment
  • Apple's About To Release The Kraken And It Has A Very Long Tail [View article]
    "What is happening here is that Apple is building out on-going new secure user friendly capabilities of the internet that respect privacy and are being greatly enhanced by wireless accessibility."

    Kate Upton and Jennifer Lawrence, amongst others, agree.
    Sep 30, 2014. 12:00 AM | 4 Likes Like |Link to Comment
  • Apple event kicked off, iPhone 6 introduced [View news story]
    Corning has Willow Glass, which I believe can be curved, but I'm not certain it could meet the specs of a smartphone. The technology is there, but more for TVs. While I know Corning and GTAT are not mutually exclusive, I just have a hard time believing one can run up while the other one has made healthy gains, itself. It seems like the market still agrees that Corning is going to play a big part in this sector for quite awhile.
    Sep 9, 2014. 01:38 PM | 1 Like Like |Link to Comment
  • Deere lower after cutting sales forecast [View news story]
    Same old, same old for DE. Beat top and bottom, give crap guidance (thus making next quarter's beat easy to achieve), and still goes down. Still think it's a good long-term story, despite guidance, and glad to hold it long until the day I can give it to my grandkids.
    May 14, 2014. 01:22 PM | 2 Likes Like |Link to Comment
  • Inflation Comes In Below Forecast, Thanks Again Mostly to Lower Gasoline Prices [View article]
    Not so much in the upper midwest, where gasoline prices have jumped 10-15% in the last three days alone. Wish the value of my house could do that...
    May 17, 2013. 08:08 AM | Likes Like |Link to Comment
  • More on Cyprus: EU finance ministers approve deal. Bloomberg says deposits above €100K at Bank of Cyprus could incur losses up to 40% while deposits above the €100K threshold at Cyprus Popular Bank (Laiki) may be wiped out entirely. Deal may not need to be approved by the Cypriot parliament.
     [View news story]
    I know something like that would never happen here. But could it? With savings rates being completely non-existent, will any of this impact how much folks keep in the banks? I have a small emergency account, and am thinking it might not be such a bad idea to take about 50% of store it in my well-secured gun safe (in a combination of cash and gold). Will other Americans follow suit? And if so, how would this affect financial equities?
    Mar 24, 2013. 10:36 PM | Likes Like |Link to Comment
  • The Senate Judiciary Committee approves a ban on assault weapons and high-capacity ammunition clips with the votes coming down the party line 10 to 8. Shares of Sturm Ruger (RGR -1.9%) and Smith & Wesson (SWHC -1.4%) both trade lower for the day. [View news story]
    Which works both ways. Become scared when others are greedy. Very few commenters have anything negative to say, which should be a concern. We all expected a little profit taking after earnings, but the price has continued to drop. What's the next big catalyst for gains? Earnings in three months? Too many black swan events can happen between then and now. The risks finally outweigh the benefit, which is why I got out today. I will continue to watch, however. If this drops into the mid-8's, I'll probably get back in -- especially if it's in the month prior to the next earnings announcement. I hope for everybody else's sake I'm wrong on this one.
    Mar 14, 2013. 04:05 PM | Likes Like |Link to Comment
  • Smith & Wesson Earnings: Buy The Rumor, Sell The News [View article]
    I bet it plays like RGR. Down on profit taking, and then five or so days of straight back up. Plus, I refuse to look at it as if I'm down 4% post-earnings. It did go up 13% in the few days prior to earnings.
    Mar 8, 2013. 12:29 AM | 2 Likes Like |Link to Comment
  • FBI Firearm Background Checks To Top 2M In February [View article]
    I think tfb8662 is on to something. There is no supply to be had, and therefore no need to run so many checks. Eventually, firearm supply will normalize, and then we'll run into a prolonged ammunition shortage, which will also hold background check numbers down. As long as these guys are sitting with a huge back-log, they'll remain more than profitable. Once the backlog numbers begin to dwindle, that's when I'll jump off the ship.
    Mar 4, 2013. 08:17 AM | 4 Likes Like |Link to Comment
  • Smith & Wesson Third Quarter Fiscal 2013 Financial Release and Conference Call Alert [View article]
    Is the fuse getting lit on this rocket, or is it priced in? I haven't heard one person suspect anything less than extraordinary when it comes to earnings next week. And while I don't know much, I've learned that when 100% of folks are leaning one way, it's usually time to start running in the opposite direction - fast. Still long, but getting nervous...
    Feb 25, 2013. 06:40 PM | 1 Like Like |Link to Comment
  • Taser: The Non-Lethal Firearm Alternative [View article]
    Look it up yourself. It's called excited delirium, or agitated delirium. There are very few, if any, cases where a Taser and a Taser alone are what caused a cardiac arrest. It is almost always caused by hyperthermia and metabolic acidosis. The Taser has no effect on myocardial conductivity.
    Feb 1, 2013. 08:18 AM | Likes Like |Link to Comment
  • Archer Daniels Midland (ADM -4.2%) is initiated at Underweight with a $28 price target at J.P. Morgan, which sees ADM's North American capacity (67% of total) remaining under pressure for the foreseeable future due to the Midwest drought and the resulting lack of supply of crops, which likely will hurt margins in ADM's oilseeds processing and ag services businesses in H1. [View news story]
    How on Earth is that not priced in by this point?!
    Jan 8, 2013. 03:57 AM | Likes Like |Link to Comment
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