Klugwannnabe

Comcast-NBCU Merger Could Spell Big Change for Media Models

Good for GE for not being afraid of major changes as the technology for content transmission keeps roaring ahead.Their plans to stay in front with their medical and infrastructure operations are a dire necessity and have every chance to succeed and remake GE into a lean and mean operation....assuming they can also unload GE Finance....Good Luck,Jeff Immelt!

Welcome to the New Normal

Call it the Computer Revolution.....the "automatic" jobs are being done cheaper and better by the robot than the human..........Which equates into more leisure time for the human.................... real question:What to do with all that time?Well,how about cutting the work week to 20 hours/week?....How about more time available to bring up our children in a more responsible fashion?....how about more help for the handicapped......how about more time for a good education?...One that provides more manpower to make all out lives better......The opportunities are immense,as the problems are challenging.

Cramer's Mad Money: Bye-Bye Bonds (9/17/09)

Diversify,diversify,di... three rules of investment.....and try to collect some dividends....anything over 6% is suspect.........Problem with US bonds is they don't protect against the fall of the Dollar,problem with foreign bonds is that what countries do not face inflation................ the long run,well managed companies with reasonable dividends with a stable international business probably provide the best compromise in a tough investment climate

PepsiCo Gauge Scores for June 2009 Quarter

Pep just keeps plugging along with new emphasis on India,China and Russia...after all,that is where the growth is(Ok,maybe not in Russia,but they do like to drink).............With hep management that has an open and flexible mindset,the company will keep growing slightly faster than the rate of the increase in population.........The detailed numbers are informative but not necessarily definitive as to the company's superb future.

Microsoft Needs Some New Ideas

Microsoft is too big and bulky to innovate.Split it up in some rational manner and watch the "new"companies learn how to run again.Great for stockholders,management adn employees..

Goldman's Success: Put Down Those Pitchforks

Goldman marches to the beat of a different drummer, and don't get in their way...

Earnings Preview: Macy's

Streamline the overly large store count.Close marginal stores and find other uses for the valuable underlying Real Estate.Take advantage of the Brick and Mortar presence to push the Web presence abd bring some ambitious and aggressive youngsters into the top management level.........In other wors,modify the Business Model to take advantage of the good positions and cut down the loosers,including management that does not tolerate changes!

Pepsi's About-Face

Why buy capital intensive companies which will generate very little additional profits even if it some economies MAY result.It seems more like a solidification of an empire than to expand the horizon of the once well run Pepsi.Six Billion Dollars is a lot of money in a cash tight economy that can be used far more efficiently on a food acquisition like Danone.Has the Pepsi management run out of ideas and entrepreneurial spirit?.....Peter,a very unhappy Pepsi stockholder

The Poor, Poor Dollar

Unfortunately all currencies are linked as they should be in a Global Economy.Trying to find the better one is like looking into the multifaceted mirror relecting but one currency into many phantom copies

November Retail Sales Terrible, but Retail Stocks Higher

The retail management,Macy's in particular,is not up to major changes in business plans that are needed to survive the financial blizzard of 2008.There must be far more interaction between the Internet and the Brick and Mortar sides,with one reenforcing the other rather than treating each other as competitors.The Brick gang must find ways to get customers into the stores with new temptations and visions of fun and games while using the Internet to actually cut down the inventory of stored Brick merchandise to increase the Return on Investment.
Try to sell that technique to the "old"Brick management and you think you are talking to the Dinasaurs in Detroit.................. answer:Just like Detroit.......New Management

An Inglorious Anniversary: Fortress Investment Group

You mentioned that AYR "dumped"FIG shares.I believe it is the other way around.FIG owned AYR shares,since they were the original financial support for AYR,and sold a quarter of their holdings,while still being a major shareholder in AYR.And the AYR shares at the time of the sale were in the low 30's.Since their initial investment was 400 Million,they have recouped a fair share of their initial investment and are still a major shareholder in AYR.Now they are playing with the House Money.Looks like a great deal to me for FIG and hopefully AYR will continue to prosper as they just borrowed 300 Million to buy more planes.