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  • Positive early reaction to Wal-Mart's checking account plan [View news story]
    Love it. WMT is a great fixed income/stealth financial play.
    Sep 24, 2014. 04:37 PM | Likes Like |Link to Comment
  • Still too early to buy offshore drillers, Wells Fargo says [View news story]
    TSLA actually does have some hope and dreams. GPRO? Not so much.
    Sep 24, 2014. 04:35 PM | Likes Like |Link to Comment
  • WSJ: Fraudulent transactions surface in wake of Home Depot breach [View news story]
    second this.
    Sep 23, 2014. 11:11 PM | 1 Like Like |Link to Comment
  • Treasury Department tightens tax rules on inversions [View news story]
    Sep 23, 2014. 09:10 AM | Likes Like |Link to Comment
  • Google selects HTC for new Nexus tablet [View news story]
    My HTC inspire was complete garbage. Much happier with Samsung since that first phone (to be fair, I've not gone back to HTC since, because of such a bad experience).
    Sep 22, 2014. 08:01 AM | Likes Like |Link to Comment
  • GM-backed car battery a game changer? [View news story]
    "Given GM's track record on electric, I lean toward the VAPORWARE side."

    Sep 21, 2014. 06:10 PM | 2 Likes Like |Link to Comment
  • Judge tells GM to open defect files [View news story]
    Yup, despite the "value" that the GM longs on SA will continue to purport on this site. A cheap valuation will never account for the reputational hit this company has taken, period
    Sep 20, 2014. 01:46 AM | 3 Likes Like |Link to Comment
  • The Bull Trap That Is Philip Morris International [View article]
    I think MO might be the better subject of an article like this with changing habits in the US.
    Sep 19, 2014. 05:20 PM | 1 Like Like |Link to Comment
  • Coach May Have 40% Upside, Provided Near-Term Execution Goes Smoothly [View article]
    "In addition, the company's consumers are largely fickle."

    Key point out of the whole article. The purse space is a competitive industry lately. It's not just KORS, but also Vera Bradley, Kate Spade etc.

    COH has traditionally been a lux retailer but they went "cheap" with more and more outlet sales and promos. They are in an identity crisis, and the people who should go long are the ones wiling to trust management to execute the necessary transformation in this company
    Sep 19, 2014. 02:44 PM | Likes Like |Link to Comment
  • Seadrill: Lessons From The Frontline [View article]
    "In the past 4 months, on Yahoo, I have seen futures prices for oil below $90.00 per bbl in 2015 16 and 17. I think the lowest price was about $82.00 per bbl. This has me confused. If the price of oil does go below $80.00 per bbl, then buying companies like SDRL at todays prices is very risky."

    Absolutely correct. DWD is the expensive way to get oil. It requires triple-digit prices to be viable.
    Sep 19, 2014. 01:24 PM | 2 Likes Like |Link to Comment
  • Why You Should Sell Bristol-Myers Squibb And Buy Johnson & Johnson Instead [View article]
    I agree as well. BMY has that "bio-techy" pipeline and valuation to go with it. Personally, I'd own both. JNJ is the safer big blue-chip play, and at nearly just 1/4 the market cap, BMY is the growthier risk-on play. Both pay a dividend.

    Disclosure: long and DRIPping both for several years
    Sep 19, 2014. 11:12 AM | Likes Like |Link to Comment
  • The boomerang turns around on Anheuser-Busch InBev [View news story]
    Watching the Jon Stewart clip was amusing but IMO there was NOTHING material in it to sink or help BUD (if anything it was slightly pro-BUD).
    Sep 19, 2014. 08:47 AM | Likes Like |Link to Comment
  • The boomerang turns around on Anheuser-Busch InBev [View news story]
    is this an investing site or a news/media one?
    Sep 19, 2014. 08:29 AM | Likes Like |Link to Comment
  • Seadrill: Lessons From The Frontline [View article]
    So true. There is so much ra-ra pro-driller garbage lately. It's nice to read something relevant and to the point.

    Minus last the sentence trying to shill something.
    Sep 18, 2014. 03:50 PM | 6 Likes Like |Link to Comment
  • Trulia's Kolko: Too many homes being built [View news story]
    As usual, RE is very local. In the nice bay area, SoCal and NE markets, this stuff doesn't apply.
    Sep 18, 2014. 03:34 PM | Likes Like |Link to Comment