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- Alcoa, Inc. Q3 2008 Earnings Call Transcript
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Blenderboy
3 Comments
Google Ads and comScore: The Real Story [view article]
Buying opportunity - pure and simple. GOOG is dominating and monitizing in a way that is unprecedented. Who knows what the market will do in the short term but I am going to buy here with a two years view - impossible for most to understand, I'm sure, but it looks to me like a double over that time. Mar 03 12:57 AMMarket Ignores Big Picture: Punishes Hansen on Gross Margins [view article]
I totally agree with your analysis. What food or drink maker won't see cost input pressure? The fact that they dropped more earnings to the bottom line on a percentage basis is the real story.Keep in mind that everyone got killed on Friday and that the market is going to be tough for a while, but the operating momentum and market opportunity HANS has going forward makes it an extremely good buy at these prices. I'll take 50% growth at a forward 20 times earnings with no debt everytime. Isn't HANS a stock Peter Lynch would love? Mar 03 12:34 AM
Selling Teck Cominco - I've Lost Confidence in Management [view article]
Tough trade at today's price of $42.00. A rising tide lifts all boats and with copper, coal, and oil sand assets this company's future looks good in today's commodity price environment. If nothing else it offers a hedge against a rapidly declining greenback. Feb 28 04:46 PM