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  • Commodity Stocks Up; Healthcare Gutted - Bezek's Daily Briefing  [View article]
    While Sanders's chances are slim, when you add Trump + Sanders disaffected voters out there you discover a significant "anger bloc" and those voters have to go somewhere. As far as Tauzin and the drug lobby, it seems to me that industries which rely on R&D (oil and gas, big pharma) possess a lot of friends in congress and the tax writing conference rooms so while politicians may pretend to something about drug prices I can't see the House interfering with Pfizer's ability to make a buck.
    Feb 5, 2016. 08:32 AM | 1 Like Like |Link to Comment
  • Raytheon: Wait For A Pullback Then Go Long  [View article]
    We'd all love a $112 entry point but wouldn't hold your breath. Market off 10%-20% but RTN sitting near its highs. GOP candidates are selling the idea that the US military is weak and Hillary is no slouch in the hawk department herself. Just heard Kasich say he'd freeze all federal spending except defense.
    Feb 4, 2016. 12:06 PM | Likes Like |Link to Comment
  • Raytheon: Wait For A Pullback Then Go Long  [View article]
    We'd all love a $112 entry point but wouldn't hold your breath. Market off 10%20% but RTN sitting near its highs. GOP candidates are selling the idea that the US military is weak and Hillary is no slouch in the hawk department herself. Just heard Kasich say he'd freeze all federal spending except defense.
    Feb 4, 2016. 12:06 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Equities-Oil Relationship Gets Warmer  [View article]
    European banks. Look out below. Don't understand the 'Europe looks good' chatter of the last year or so. Their problems---aging population, unemployment, high social costs, putin. etc.---seem structural and long term.
    Feb 4, 2016. 07:52 AM | 5 Likes Like |Link to Comment
  • Trade 4: American Express - Let's Add Another 10%  [View article]
    Management shake-up might be a place to start.
    Feb 2, 2016. 07:08 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Alphabet Becomes World's Most Valuable Company  [View article]
    If you add Trump and Sanders followers together (they overlap more than one might think) that's a lot of folks who are unhappy with jobs being send overseas, carried interest, erosion of the middle class, etc. Not sure I'd view Hillary Clinton's one vote landslide as a positive market mover. If someone can explain Marco Rubio to me I'm all ears.
    Feb 2, 2016. 07:05 AM | 15 Likes Like |Link to Comment
  • Wall Street Breakfast: What Will February Bring?  [View article]
    After the Thursday night debate in which Cruz and others revealed that the U.S. military has been reduced to "F Troop" levels, the defense stocks, which had taken a dip in January along with the whole market, rallied stoutly. While some of Cruz's stuff is laughable, the idea that a GOP congress is going to significantly prune the defense budget is even more laughable. LMT, GD, RTN ... All aboard.
    Feb 1, 2016. 09:10 AM | 3 Likes Like |Link to Comment
  • What To Buy In This Biotech Sell-Off  [View article]
    GOP House will never harm Big Pharma. We will look at 2016 as a buying opportunity, I do believe.
    Jan 29, 2016. 09:46 AM | 2 Likes Like |Link to Comment
  • Lockheed Martin declares $1.65 dividend  [View news story]
    Defense stocks will rise no matter who's elected. GOP candidates last night signing Reagan's praises for "re-arming" American. Hillary no shrinking violet in that regard either.
    Jan 29, 2016. 09:39 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    Car talk Friday. One would assume that being the CEO of a Fortune 500 company would be more than a full-time job but many feel free to serve on other's boards as well. Look at the board of JP Morgan and ask how many of these folks truly understand the derivatives markets with all their dark pools and quiet mysteries.
    Jan 29, 2016. 09:35 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Facebook Gets Big Earnings Boost  [View article]
    1. "Imagine there's no fracking .... " 2. Challenger '86, I was at a business lunch at the famous Brooklyn steak house where they serve sides of beef to the table. 3. Deer Creek needs to join forces with SA to create the "Breakfast topics" Surely someone must know where Jon Corzine is working.. 4. Speaking of activist investors HOW LOW does American Express have to go before someone jumps in????? 5. Warnings from Apple and Boeing. Tend to notice those.
    Jan 28, 2016. 10:13 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Equities Cautious Ahead Of Fed  [View article]
    No one can hold Congress in lower esteem than I do but I am surprised that given the outcry from business and "the base" and a64hoo's donor class that they haven't made at least an attempt to change the repatriation rules. Tom Dashchel said on "Morning Joe" today that members of congress are forced to spend 35-40 hours a week raising money so I reckon that leaves little time for the "people's business."
    Jan 27, 2016. 10:17 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Equities Cautious Ahead Of Fed  [View article]
    What are the odds that the GOP Congressional leadership---Mitch McConnell, Paul Ryan and Kevin McCarthy in your program---design a corporate tax overhaul that is so sound it's veto proof by either President Obama or the new person in January 1917? Yeah, I thought so.
    Jan 27, 2016. 09:37 AM | 3 Likes Like |Link to Comment
  • My Top 10 Monthly Dividend Stocks: Updated  [View article]
    PFF hung at $39+ for a long time. Now $38 even though the ten year hasn't moved much. Looks like interest rates aren't going anywhere for awhile so I like at this level. Gotta save some dry powder to buy more when rates go up.
    Jan 27, 2016. 09:11 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: China Plunges As Market Rout Continues  [View article]
    Agree with DeerCreek that those $1.4 billion settlements don't hurt JPM---all twenty of them. Ex-JPM officer and long the stock. Don't know whether to laugh or cry.
    Jan 26, 2016. 09:51 AM | 2 Likes Like |Link to Comment
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