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  • Lockheed Martin, Flying High With Sikorsky [View article]
    As long as there are Republicans and Democrats, I'm not sure I'll live long enough to see "decreasing military budget times" at least not decreases in the types of products the LMTs of the world make. I get alerts that tell me of the daily contracts GD is awarded by Uncle Sam. If the USA won't buy it, some re-arming nation will. Long GD, RTN, LMT.
    Jul 30, 2015. 07:47 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Markets Prepare For Q2 GDP Report [View article]
    Just knowing that all those surly Illinois toll takers who've glowered at me over the last 30 years as I pass through the Windy City are enjoying their retirement years on the golf course is enough for me.
    Jul 30, 2015. 07:32 AM | 11 Likes Like |Link to Comment
  • Wall Street Breakfast: Investors Await Fed Policy Announcement [View article]
    I wonder how many of Barclay's "non-core assets" have mortgages and kids in school?
    Jul 29, 2015. 08:01 AM | 2 Likes Like |Link to Comment
  • Premarket Biotech Digest: Gilead Earnings Tomorrow, Praluent, Other Approvals [View article]
    Been in biotech since 2010 (XBI @ $55, e.g.) and it's been a wonderful ride. Try to be a disciplined seller, and occasional buyer, but it's hard. Due for a "significant" pullback but over the next ten years hard to imagine it won't be a player.
    Jul 27, 2015. 09:01 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Chinese Shares Burst Government Support Dam [View article]
    2-3 Pharma/biotech deals and it's not even Monday at 9:00. IBB et.al. got hit pretty good on Friday. Bet that doesn't hold today.
    Jul 27, 2015. 08:46 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Chinese Shares Burst Government Support Dam [View article]
    Even the relatively ancient and sophisticated and regulated U.S. economy experiences booms, busts and crashes so it stands to reason that the Chinese experiment with free markets will hit some rocky patches. What I'm not sure of is: what does this mean to me as a USA investor? Buckle up.
    Jul 27, 2015. 08:44 AM | 3 Likes Like |Link to Comment
  • Sikorsky Acquisition Is 11 Bucks Accretive To Lockheed Martin Stock [View article]
    Long GD, since $58; and long LMT and RTN sadly without anywhere near that unrealized gain. Expensive but hard to see the military-industrial complex slowing down in the near future. Who remembers the "peace dividend"?
    Jul 24, 2015. 08:58 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Crisis Winds Down - Parliament Passes Reforms [View article]
    Anyone with a kid in college and a parent in a nursing home might dispute the "no inflation" assessment. Wasn't paying attention until the bank told me my mortgage escrow account was underfunded. Turns out my home owners insurance has gone up 70% in just under four years. When I emailed my agent she responded: "Inflation." [Sic]
    Jul 23, 2015. 10:44 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Crisis Winds Down - Parliament Passes Reforms [View article]
    $15/hr. would introduce a whole 'nother level of worker into the game and could be bad news for some folks now making $9/hr. in fast food establishments.
    Jul 23, 2015. 07:55 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Lockheed Set To Buy Sikorsky For Over $8B [View article]
    How do JPM et.al. keep track of all these suits and pay-outs? Maybe the government employs the trick that magazines use. Six months after you've just re-upped for two years they send you a LAST CHANCE dunning notice. Convinced JPM has paid some of these settlements at least ten times.
    Jul 20, 2015. 07:59 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Germany Faces Tough Vote On Greek Bailout [View article]
    If my dottering memory serves: as past bull markets rolled on, folks got a tad bored with hefty Wall Street returns (often goosed by margin debt) and soon many discovered VC or race horses, or they started diving into can't-miss collectables. I myself will be traveling to the San Francisco area later this year so plan to invest heavily in an app which downloads pictures of all open parking places in Palo Alto.
    Jul 17, 2015. 09:02 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Netflix Soars On Record Subscriber Growth [View article]
    Icahn and Larry Fink were yoked together on stage by CNBC in hopes of generating a sound-bite-jamboree, WWE Smackdown event (see Ackman v. Icahn). That's what passes for business journalism at that network. With one or two exceptions the CNBC folks are petrified of offending the people the "cover" (and constantly refer to on a first-name basis) and many of them while the day away basically auditioning for FOX. There's actually some decent biz journalism in the NY Times but so many business types view the NYT as the Communist Daily Worker so the work goes unnoticed. Switching to the British Open.
    Jul 16, 2015. 08:05 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Parliament Votes On Bailout Deal [View article]
    The four stocks should have a President-in-waiting-T... theme.

    1. Short the dollar; weak greenback makes USA real estate cheaper.
    2. Basket of GD, LMY, RTN, etc. Need I explain.
    3. Short XOM; The D'ld plans to just seize oil so won't need them.
    4. Clairol--Once the 'Donald Do' sweeps the nation some spray, gel or glue will be needed to hold in place on windy golf courses or during fiery 45 minute orations.

    Honorable mention: private prisons.
    Jul 15, 2015. 09:03 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Iran, World Powers Strike Nuclear Deal [View article]
    James C---thanks for the El Choppo(sp?) update. As luck would have it the NY Times covered it. Probably not a great situation when a self-proclaimed author has to inform his audience when he's employing sarcasm. BTW--your Constitution screed is the best yet. Blue---There is no waste or duplication in the Defense budget and anyone who wants to trim one dime or seek efficiencies should have his patriotism questioned forthwith.
    Jul 14, 2015. 09:07 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Iran, World Powers Strike Nuclear Deal [View article]
    I do remember 444; and Iran-Contra.
    Jul 14, 2015. 08:43 AM | 1 Like Like |Link to Comment
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