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  • Petrobras sinks on Moody’s downgrade to junk, likely rig cancellations  [View news story]
    Don't bleed too much from catching those knives....
    Feb 25, 2015. 11:47 AM | 5 Likes Like |Link to Comment
  • Petrobras sinks on Moody’s downgrade to junk, likely rig cancellations  [View news story]
    IC doing better after oil took a big dive in the last several months.

    BR, not so much.
    Feb 25, 2015. 11:46 AM | 1 Like Like |Link to Comment
  • AmEx raising interest rates for first time in five years  [View news story]
    "Banks are now charging customers for deposits because other sources of money are so cheap, they don't even want any savers' deposits."

    So it's not just the FED pushing savers away from bank accounts, it's the banks themselves.

    Long equities :)
    Feb 25, 2015. 11:44 AM | Likes Like |Link to Comment
  • AmEx raising interest rates for first time in five years  [View news story]
    Gotta make up all of that lost revenue/EPS somehow after the COST, JBLU hits.
    Feb 25, 2015. 09:11 AM | Likes Like |Link to Comment
  • 'Fifty Shades' keeps No. 1 spot despite steep dropoff  [View news story]
    fantastic. long CMCSA
    Feb 24, 2015. 06:05 AM | Likes Like |Link to Comment
  • Disney raises park ticket prices; Magic Kingdom now $105/day  [View news story]
    Correct. Go to seas first until they are enough to remember dis
    Feb 23, 2015. 04:59 PM | Likes Like |Link to Comment
  • Sources: Labor deal reached to normalize West Coast ports  [View news story]
    Ah yes, because money grows on trees
    Feb 21, 2015. 05:06 PM | 2 Likes Like |Link to Comment
  • Sources: Labor deal reached to normalize West Coast ports  [View news story]
    I think he's being sarcastic
    Feb 21, 2015. 05:05 PM | 2 Likes Like |Link to Comment
  • Big investors cut stakes in Petrobras as corruption scandal weighs  [View news story]
    Who knows....most of that quarter was spent under $12/share. Don't try and cherry pick this. Pbr has been a horrible "value" stock to chase. I licked my wounds between from $28 to the high teens, learned and moved on
    Feb 20, 2015. 09:08 PM | 4 Likes Like |Link to Comment
  • AmEx vows to appeal antitrust ruling  [View news story]
    "So if __% of your customer base defaults, your sales growth is slashed"

    Irrelevant to V/MA. Again, totally different business models. They have no risk if a customer base defaults outside of future transactional volume. Even then, they control the debit card side as well, so when defaulters rip up their CC's and switch to debit, V/MA still has skin in the game.

    What does AXP do when that happens besides eat the loss on the credit account?
    Feb 20, 2015. 04:30 PM | 1 Like Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now?  [View article]
    KO's core business is questionable lately. I'd sleep better at night owning WMT personally
    Feb 20, 2015. 04:27 PM | 3 Likes Like |Link to Comment
  • AmEx vows to appeal antitrust ruling  [View news story]
    "During the next recession when people stop paying their bills we will see who has better borrowers."

    V/MA shareholders won't care.... the banks are on the hook for that.

    AXP/DFS shareholders are the ones who have to worry at night about those liabilities.
    Feb 20, 2015. 02:41 PM | Likes Like |Link to Comment
  • Big investors cut stakes in Petrobras as corruption scandal weighs  [View news story]
    Too little too late.... these investors should have been selling in the high teens, not riding this train wreck to $5.
    Feb 20, 2015. 01:43 PM | 3 Likes Like |Link to Comment
  • AmEx vows to appeal antitrust ruling  [View news story]
    ". Maybe because the majority of AXP costumers aren't Costco regulars. You will find them in mass at Whole Foods though and any other trendy overpriced retailer."

    And you'll find plenty of MA/V cardholders there too. AXP lost its upscale cachet years ago. Ever heard of Blue Cash?

    Heck they even take AXP at BKW and DLTR....
    Feb 20, 2015. 01:42 PM | Likes Like |Link to Comment
  • Buffett gets into biker gear  [View news story]
    "BRK.B used to easily outperform SPY, but not anymore. My own stock picks have been easily beating BRK.B. Maybe Warren has lost his mojo."

    I bought BRKB near 1.2x BV in Sept 2011. It's been phenomenal since then.
    Feb 20, 2015. 11:15 AM | 1 Like Like |Link to Comment
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