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  • Wall Street Breakfast: China's Stock Market Takes Plunge [View article]
    For Jamies D, which hurt more: pleading guilty to forex fraud or the shareholders meaningless and non-W-2 altering comp rebuke?
    May 28, 2015. 08:06 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: China's Stock Market Takes Plunge [View article]
    That the USA is taking the lead on FIFA is amusing. My first impression(s) of Atty. Gen. Lynch is/are quite positive. Sounds like Gorman and Dimon need a hug. May AG Lynch can go easy on them for a week.
    May 28, 2015. 07:04 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Snapchat CEO Confirms Plans For IPO [View article]
    When sales go up, CEOs cite "astute management" and when sales go down "the market moved against us" thus DOUBLING the need for astute management.
    May 27, 2015. 09:21 AM | 6 Likes Like |Link to Comment
  • Restructuring Wall Street [View article]
    "The home ownership society" was an initiative spearheaded by G. W. Bush.
    May 27, 2015. 07:04 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Snapchat CEO Confirms Plans For IPO [View article]
    Free the FIFA Five!
    May 27, 2015. 06:58 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Charter Agrees To Acquire Time Warner Cable [View article]
    Criminal wrongdoing at an American corporation or financial institution? Can't happen. Want to commend Sen. Mitch and the GOP congress for their prompt, vigorous attention to immigration, taxes and pro growth initiatives. Suspect the Memorial Day recess will overlap with the July 4th recess so I'm looking for a big three days of policy-making in August.
    May 26, 2015. 08:52 AM | 3 Likes Like |Link to Comment
  • Getting Defensive With Lockheed Martin [View article]
    Republicans help the defense/war machine stocks. Democrats, fearful of being perceived to be "weak," help them almost as much. Sensing the "sequester" to be another Congressional ploy, I gotta say General Dynamics was a strong buy at $58-----and it still looks good at $140. That said, I was WAY late to LMT so have had to "start a position" at very high levels.
    May 25, 2015. 08:45 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: PMI Data Weighs On Global Markets [View article]
    A quintet of large banks got hammered with some big fines .. again. I'm sure that's it.
    May 21, 2015. 07:25 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: UBS Settles Forex, Libor Scandals [View article]
    Thoughtful comments from Jeff Con. Will re-read. Stepson is 22. Not too many management training programs like there were in 1973 when I graduated. His commencement speaker last Saturday helpfully kept reminding the class: "Don't forget about love." Careful what you wish for: $15/hour will bring college grads into the mix---why not be under-employed at $30K per year---at the expense of today's minimum wage workers. CNBC talks about phones 12 hours a day. No word from our politicians on immigration, infrastructure, taxes, education or the Middle East.
    May 20, 2015. 08:34 AM | 9 Likes Like |Link to Comment
  • What's An Investor To Do With McDonald's? [View article]
    Along with "How to fix the public school system" and "How much are the 10% and 1% suffering under Obama?" the question of what to do about McDonald's is a guaranteed to generate comments. Did anyone mention the real estate? No doubt company in a slump now but their brand and market/geographical penetration are two assets I'd like to start with if I was going to rebuild.
    May 18, 2015. 10:45 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Shell May Have To Sell BG's Kazakh 'Cash-Cow' [View article]
    Nice observation by James C. I travel to Sandusky, Ohio (think Cedar Point Amusement Park) every week and the [middle to upper middle class] marinas there too seem to be filling up very slowly. We'll see what Memorial Day weekend brings. MBWA - "Management by Walking Around" can provide storng clues to what's really going on economically though I never see an empty parking spot on the Chain Restaurant Mile in many cities.
    May 18, 2015. 08:21 AM | 1 Like Like |Link to Comment
  • Why McDonald's Can't Save Itself - The Myth Of Core [View article]
    Value stock. Pass go, collect 3.5%. Yeah, I was one of those MCD shareholders who, in 2006, said just give me some more MCD stock vs. Chipotle spin-off shares. Don't have the fortitude to calculate what I left on the table.
    May 13, 2015. 07:36 AM | 2 Likes Like |Link to Comment
  • Sell Biotech Stocks Now, Short Them, And Ask Questions Later [View article]
    Bought IBB a year ago and it went up $140/sh. or so. Not too surprised about pull back.
    May 1, 2015. 08:32 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Tesla Moves Into Energy Storage [View article]
    Anything gpoing on with biotechs?
    May 1, 2015. 08:06 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Investors Await FOMC Statement, GDP Data [View article]
    I have it on good authority that the Barclays misdeeds is the last chapter. No more Big Banks getting in trouble or being fined for past misdeeds. That's it. Finito. Whew, glad that's over.
    Apr 29, 2015. 07:54 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
297 Comments
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