rjbullock

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Sun Sep 28th 13:13 PM | Rating: 0 0
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Looking Beyond Inflation - Barron's Interview

My take is that we'll see inflation in food and energy continue, but deflation in housing, autos, etc... Stuff that's already built, in other words. With tight credit and a cash poor American population, people will be forced to sell their assets for less than they'd want to... Which is making me kind of salivate as I'm a saver.
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Tue Sep 23rd 13:39 PM | Rating: 0 0
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Running the Numbers: Google Looks Like a Buy

My problem with Google is that they're doing nothing to sell Google Apps... I think it's nuts. As an IT guy, I believe Google Apps is a major threat to MS Exchange and Sharepoint, but does Google have a "partner program" that would allow me to train on and sell their offerings? Hell no! Sure, I can make some coin offering Google expertise to small businesses, but I can make a lot more right now selling MS solutions. Google needs to get on the the ball here! Also, they should embrace more MS developer tools and technologies... That would really screw MS.
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Mon May 5th 13:09 PM | Rating: 0 0
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Chemed Corporation: 2 Industry Leading Businesses at 1 Low Price

My other concern of course is can they keep up their earnings growth rate? Earnings have grown 500% in five years... Vitas is the driver there, but is there enough steam in the hospice industry to produce even 15% earnings growth rate for the next five years?
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Wed Apr 30th 17:39 PM | Rating: 0 0
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Chemed Corporation: 2 Industry Leading Businesses at 1 Low Price

I own CHE and can't help but want to buy more at these prices. I was in at $45. The only thing holding me back is the balance sheet... I'm not accountant, but it looks like the balance sheet has suffered the last few years. Any thoughts?
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Wed Mar 26th 18:17 PM | Rating: 0 0
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Sigma Earnings Analysis: Shorts Should Soon Have to Cover

How does SIGM look toe-to-toe with Broadcom? Is BRCM likely to kill them in a few years?
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Tue Mar 4th 12:41 PM | Rating: 0 0
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Yahoo + Adobe: It's a Vision Thing

I agree that offline apps are going to go online... Software as service will be the future for business productivity, email, even games... The one area where "boxed software" won't fade? Processor-intenstive applications like graphics, audio and video... And who leads the market by far in those applications? Adobe of course! They're really poised to kick Microsoft's ass... If I was MSFT, i would be very afraid.

BTW, I've been a Microsoft developer for 10+ years and love their development tools, but a lot of creative and tech people hate them... Microsoft's Silverlight, which delivers online applications with a "rich", full-featured interface is very compelling, but in the end, it won't be good enough to just deliver a great development platform. You also have to overcome all the irrational hate open-sourcers and creatives have for MSFT, and that's going to be tough.
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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
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