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  • Exxon Mobil: Black Gold Or A Lump Of Coal? [View article]
    A fascinating read on the company is Stephen Coll's "Private Empire, Exxonmobil and American Power"

    In the book the author points out that the company is still run to this day on Rockefeller's original principles of thrift, technological superiority, and doing business only on their terms.
    Apr 10 11:46 PM | 3 Likes Like |Link to Comment
  • Exxon Mobil: Black Gold Or A Lump Of Coal? [View article]
    Compound annual growth rate.
    Apr 10 11:42 PM | Likes Like |Link to Comment
  • Walgreen Company: A Stock Worth Investing In [View article]
    I think the salad days of easy YOY growth for Walgreens is really over. It's going to be a lot tougher to bump divvies every year. They made a lot of hay beating the mom and pop drugstore for decades, but now the competition is consolidated into a fewer number of huge players. It sure ain't getting any easier. Anybody tried Target Pharmacy? It's better and cheaper than Walgreens and a better store to go to.
    Apr 1 06:51 PM | Likes Like |Link to Comment
  • Citi slips after poor Q4 results [View news story]
    At least the current CEO wasn't picked by Weill or Rubin, but it will take awhile to exorcise the Weill/Rubin demons from this company. If I was Corbat I would ask John Reed to come back and be an informal advisor.
    Jan 16 01:56 PM | Likes Like |Link to Comment
  • Muni bond market set for worst year in almost two decades [View news story]
    I agree. Muni crack-ups are always like slow motion train wrecks.....takes years for them to finally go kafluey, like Detroit, also Jefferson Co, AL. Chicago is the next Detroit, and the next recession could take down IL---last I heard the state was years behind in paying funeral homes for burying paupers. Making public sector pensions sacrosanct by putting them in the IL Constitution was really dumb.
    Dec 28 07:24 PM | Likes Like |Link to Comment
  • Barron's gets bullish on Coke [View news story]
    Agreed. Slow grower at best. Not too smart to take your ad budget and basically do PSAs that your main product makes people fat. I'll leave it for people who like See's Candies, Dairy Queen, and passbook savings accounts.
    Dec 28 07:13 PM | 1 Like Like |Link to Comment
  • BBVA suffers 2 downgrades [View news story]
    Thanks. Good to hear from someone on the ground in BBVAs home country. I like the way BBVAs management has run the company, but Im still looking for the correct entry point on the stock.
    Dec 8 10:08 AM | Likes Like |Link to Comment
  • Exelon, Entergy: Low-Cost Merchant Power Producers For A Market Turn [View article]
    I worry about EXC and ETRs nuclear waste disposal issues, nuclear regulatory issues, as well as EXCs footprint in Illinois, which is clearly losing industrial customers due to debt and tax issues in that state. I think they are cheap but getting cheaper, and deservedly so.
    Nov 21 07:40 PM | 1 Like Like |Link to Comment
  • Why I Think A Sale Of DuPont's Performance Chemical Segment Could Benefit Investors [View article]
    Sadly, I've been a long-term holder of DD for many years. What a poorly run company. Does anyone remember when DD used to own Conoco? They spun that off when oil had broken below $20 a barrel---brilliant. Conono grew to be bigger than DD. This company just does one stupid move after another. Its great to see some shareholder activism here and watch management squirm, but I've decided the only real solution for DD is for it to be taken private. That's the only way to strip decades of barnacles off the hull of this once great company and American industrial icon.
    Oct 26 07:04 PM | 1 Like Like |Link to Comment
  • Gazprom's Discount Seems Extreme [View article]
    Do not buy's more a "department" of the Russian Government than it is an independent company. Thus, adding up the numbers (even if you can trust them) is totally meaningless. Even ConocoPhillips figured out they would never be able to extract value from Lukoil (which is far more independent than Gazprom is) so they sold their interest back to them. Forget it. There are many listed companies that, for many reasons, do not merit further securities analysis. This is one of those.
    Sep 10 07:56 PM | 4 Likes Like |Link to Comment
  • Change coming to DJIA weighting? [View news story]
    What a load of BS this change is. GS just about causes a once in a hundred years economic crisis---gets the Government to bail out their main counterparty (AIG)----mainly because their former CEO was the Treasury Secretary---and then gets added o the DJIA. You can't make this stuff up.
    Sep 10 07:48 PM | 1 Like Like |Link to Comment
  • Microsoft - Nokia: For Microsoft, A Terrible Use Of Cash [View article]
    I think MSFT should buy US Steel. There are tremendous synergies because Microsoft uses steel parts in the Xbox, etc.

    You guys who are long MSFT need to wake up and realize that this is, and always will be, "Bill's company." The main goals are: keep the company and the stock price stable to benefit Bill; as old technologies become obviously obsolete, invest in new old technologies that can still be milked; keep plenty of cash on hand and cash flow high to buy back stock from Bill when he needs to sell some.

    If you think this company is being run for the shareholders you are wrong; it is being run for one stockholder, and he will select the new CEO as he did the previous one.
    Sep 3 09:38 PM | 2 Likes Like |Link to Comment
  • Cisco: Value Investment For The Long Term [View article]
    I agree, CSCO needs a big catalyst. I'd like to see them do something big and transformative like maybe buy EMC (to get VMware) or maybe even HP. Otherwise, John Chambers is looking more and more like a conservative bank manager who can give you 1% APR on your CSCO "CD". Fact is, CSCO has the "Microsoft disease" which is characterized by a general malaise and just trying to milk an old technology for all its worth.
    Aug 26 09:11 PM | Likes Like |Link to Comment
  • If You Ain't Another Tesla Lover, You Should Be Buying GM [View article]
    I bought Daimler (DDAIF) a couple of years ago at 40. It's now over $70, and Im really pleased with it. Pays a nice dividend too. No other auto mfr I want to own. Especially don't want to own any with American Unions. Only other auto co I would consider is Honda (HMC). All others are just crap; most are like an airline stock---they make good trades but bad as investments.
    Aug 21 11:02 PM | Likes Like |Link to Comment
  • UPS to end health benefits for some employee spouses, blames Obamacare [View news story]
    Total BS Jake. Get a clue.
    Aug 21 10:52 PM | 2 Likes Like |Link to Comment