Carol Flake Chapman/Woman with Portfolio

http://www.womanwithportfolio.com
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    • Mon Aug 11th 14:56 PM | Rating: 0 0
      Commented on:
      Can Speedo Speed Up Warnaco's Profits? A Little Poolside Trend-Spotting
      It's clear that I'm talking about a halo effect. The LZR Racer is obviously a very small part of the Warnaco empire, with Speedo overall revenues only about 15% of Warnaco's total. The article is about trend-spotting. And so far Warnaco is up about 30% since I mentioned it in my article. And the records at the Olympics keep getting broken by swimmers in the LZR.
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    • Thu Aug 7th 13:25 PM | Rating: 0 0
      Commented on:
      Can Speedo Speed Up Warnaco's Profits? A Little Poolside Trend-Spotting
      Update: A DOUBLE GOLD FOR THE LZR ALREADY.

      Aug. 7th: Warnaco Group posted their earnings today, and they've made a splash, so to speak. The stock is up 7%. And that's even before the Olympics have started. And another company associated with the LZR Racer is also up today on a good earnings report: Ansys (ANSS). Ansys provided the software that enabled the LZR's speedy design. Ansys makes 3-D simulation software, and their technology was used to predict fluid flows around the body of an elite swimmer in the outstretched glide position (assumed immediately after the initial dive and following each lap's turn off the pool wall) to identify areas where drag, and its slowing effect, is likely to occur. In addition, the simulation analysis guided placement of specially designed drag-reducing panels to minimize this negative effect.

      We'll see if these stocks avoid the current drag effect of a down market!!
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    • Fri May 23rd 09:31 AM | Rating: 0 0
      Commented on:
      Textainer Group: Counting on Container Shortages, Slow Ships to China
      I realize that the Baltic Dry Index does not indicate rates specifically for container shipping. I didn't say that it did. However, it does provide an indicator of demand for shipping and for commodities and can be used as a more general predictor. Many analysts use it. I've found a correlation by looking at the charts of the BDI and certain sectors.

      nScout, you can watch the index by looking it up on Bloomberg: www.bloomberg.com/apps.... Investools also has some charts. For up-to-the-minute specifics, including specific routes, you have to subscribe to the Baltic Exchange.
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    • Fri May 16th 12:02 PM | Rating: 0 0
      Commented on:
      Clean Energy Trifecta: Trucks, Tweaked Engines and a Tycoon’s Natural Gas
      Hi, Paul. I agree that T. Boone is in it for the long haul. His water project for Texas is even more long term than the wind farm and actually rather preposterous in its scale. Not to mention cornering the market on a resource that many think should belong to the public.

      Clearly the U.S. has to be looking at energy and water in the long term as well as the short haul, and not just let the tycoons do our planning for us. But it looks as though the price of oil is not going to go down substantially, and so we're going to have to have some short-term solutions and try solutions for different niches. The cost of natural gas powered trucks is obviously not prohibitive if companies like UPS are buying more and more of them. And the ports have a serious pollution problem that has to be solved now rather than later.

      The key problem, as you point out, is making sure that natural gas doesn't go the way of corn.
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