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R. Richard Schweitzer
152 Comments
Wall Street Breakfast: Must-Know News
A Personal Thank You to Momentum Investors
Where are the markets (users of) Potash (K)?
What part of the costs of the users' products consists of costs of K?
Are new or expanded users of K coming onstream (increasing plantings and acreages - mny marginal acres w/o added K)?
Are price margins of users products (crops) rising to match marginal uses of K?
How long does it take to bring on new K sources (8-10 years)?
Are there any source substitutes for K, as there are for the other two major ingredients of crop nutrients?
Disclosure: Long,Long POT, MON, JJA, JJG & DE
Mid-Year Picks and Pans From Barron's Roundtable Part II
A 'Cheesy' Options Combination for Buffett Lovers
Currently, concentrate on the problems managements face in distribution - especially with KFT's diverse lines of goods, and refrigeration requirements.
Next compare the ROE of KFT (which I believe is somewhere below 10, with say HNZ which is somewhere above 30.
The probable scenario: A European purchase of KFT by a dairy goods specialist (Dannon?), followed by a break up and sell off of other lines to specific goods distributors (some of whom will be over-optimistic as to the value of brand names).
Possible net yield: est. $37 max.
Disclosure: Long KFT from spin off by MO
EDS Merger Will Help HP Compete Against IBM
HPQ management seems to recognize the need in longer term business planning to reduce its production and commodities operations, which have no "moat" left, and transition ("transform') to a pattern similar to that of IBM, and become reclassified in the IT field.
T'ain't easy!
Whitney Tilson’s Response on the Monolines
Bond Insurer Buying: Time to Dabble Soon?
W-P staff are well positioned to dtermine the proper discount for those "liquid" assets.
Of course, it will be the earning power of those assets that gain the attention of most analysts, who may no quickly realize that during this "hiatus" the game has changed.
Sharpe Ratios of Leading Fund Managers
The Silver Wheaton Valuation Method, Part 1: Valuing Impact Silver
Not exactly the full treatment of Graham, Dodd & Baker of my youth (early '40s); nor of Ben Graham's Intelligent Investor - still a begining point that treats "the Market" as a given (which of course it is not).
I am saving this Part1 for future reference.
Wall Street Breakfast: Must-Know News
I see now you did get a stand in. But, I could not find it yesterday during the several times a accessed the site.
Just me I guess.
Wall Street Breakfast: Must-Know News
Can't you get a "stand-in" to report?
We miss you
Preparing for the Fall, Part II
The costs to short some ETFs is PRO hibitive!
Tell us more about taking that route, please.
Print Is Toast - Ballmer
Ballmer was addressing the DELIVERY modalities.
Internet content delivery will still be supported by printers, which are likely to become more sophisticated.
Oral transmissions (unless captured on other media) are of transient value or impact on cognition, but function well with the objectives of commercial advertising; whilst the latter is often disruptive in the other formats.
Demand for news and information content will continue, but the BUSINESS MODELS for its production (like that for visual media elsewhere) will have to change and adapt.
Verizon Gets Bigger: Watch Out, Google
Fairfax Financial: Anatomy of a Hatchet Job
On the insurances and reinsurances side, the only thing missing is discussion of the FFH's reinsurors (as to their security risks).
Think they will be found pretty solid for the exposures involved. One would have to go back to the track record of Vesta to do much better - and there the State of Alabama screwed up and wrecked a valuable enterprise.