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DAFEI

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  • Department of Energy plans to offer $4B in loan aid for renewable energy [View news story]
    thotdoc beat me to it, but the list is missing a key name in renewable storage: AXPW
    Apr 16, 2014. 10:55 AM | Likes Like |Link to Comment
  • Coca-Cola doubles down on soda [View news story]
    CEO comments very disconcerting given options both past (as well described by other posters) and future. Stevia may not be the answer but there are other alternatives in teas, fruit juices and water products. Related revenue streams (food products, restaurants, distribution, event management) should also be considered before beating the soda horse. Full disclosure: long STVF and WTER.
    Apr 13, 2014. 10:51 AM | Likes Like |Link to Comment
  • Coca-Cola: It's Not All Gloom [View article]
    Good technical points, but the key to KO's growth is developing more $B brands, especially in more healthful directions. Will be anxious to see how management presents along these lines at the annual meeting later this month.
    Apr 6, 2014. 02:54 PM | Likes Like |Link to Comment
  • 5 Reasons Coca-Cola Remains A Great Buy For Long-Term Investors [View article]
    You touched on it under your Innovation section, but the release of the Life product and the company's move towards the use of stevia could have a much more positive impact than you suggest. That more healthful and much more sustainable ingredient will drive future business.
    Feb 21, 2014. 09:28 AM | Likes Like |Link to Comment
  • Credit Suisse: J.C. Penney between rock and a hard place on store closures [View news story]
    More evidence and a good explanation as to why Property assets are over-stated on the Balance Sheet, Debt to Equity ratio is over- stated, and so on. Covering debt with any type of asset is shown to be more difficult than ever. If I am a JCP lender/vendor I am very nervous.
    Oct 23, 2013. 01:49 PM | Likes Like |Link to Comment
  • J.C. Penney Bears Are Running An Obama-Campaign Like Bear Raid [View article]
    What's crazier a $1 target or a $20 target, rumor fed or not. Sounds to me mostly like a stock to stay away from.
    Oct 21, 2013. 02:42 PM | 3 Likes Like |Link to Comment
  • Shares of Barnes & Noble frisky on new MSFT chatter [View news story]
    Seems like we've seen this movie before. Now that Nook is a confirmed losing proposition, that's when MFST would show renewed interest?
    Oct 21, 2013. 02:27 PM | Likes Like |Link to Comment
  • Why J.C. Penney Insiders Are Not Buying [View article]
    Shorts are looking for a takeover and dilution a positive for shareholders?!?!?! Doesn't make sense.
    Oct 21, 2013. 02:24 PM | Likes Like |Link to Comment
  • J.C. Penney: No, It's Not Dead Money [View article]
    The Astros winning a few more games next year would also be an improvement. From god-awful to simply awful. The problem with JCP is still too few liquid assets against enormous debt.
    Oct 17, 2013. 10:53 AM | 1 Like Like |Link to Comment
  • J.C. Penney plunges on heavy selling, no news [View news story]
    Big names running for the door as referred to 30 days ago.
    Oct 15, 2013. 12:10 PM | Likes Like |Link to Comment
  • Follow These 6 People And Jump The J.C. Penney Ship [View article]
    Let's not forget about Buckingham which recently moved their TP from $20 to $10. For an encore they will now predict the results of the 2012 election.
    Oct 1, 2013. 08:55 AM | Likes Like |Link to Comment
  • Westport Innovations: A Must Own Secondary [View article]
    Agree with MGWOODS in that today's activity an over-reaction and/or cleared the offering quickly. 12L will monetize soon, strong B/S, maybe even an acquisition target. At any rate a decent moderate risk play.
    Sep 26, 2013. 06:41 PM | 2 Likes Like |Link to Comment
  • J.C. Penney accounting chief resigns [View news story]
    The gentleman does not want to go through a bk and I don't blame him.
    Sep 26, 2013. 04:42 PM | 1 Like Like |Link to Comment
  • J.C. Penney Is Getting Coal For Christmas [View article]
    Another article on point. Knew last week GS would be the only winner in this to the detriment of shareholders and other creditors/vendors.
    Sep 25, 2013. 12:02 PM | Likes Like |Link to Comment
  • Bloomberg: J.C. Penney looking to raise more cash [View news story]
    if they need more cash with a $1B draw down already available, obviously the cash burn is > $1B, or worse than the past two quarters in a quarter that was supposed to be strong with back-to-school. GS will wind up owning the real estate for a song to the detriment of shareholders and other lenders. A big step toward bankruptcy.
    Sep 21, 2013. 04:35 AM | Likes Like |Link to Comment
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