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  • 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 | Likes 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
  • Wall Street Breakfast: Apple Posts Another Record Quarter [View article]
    Wow. Seems the group is a tad grumpy this morning. No one mentioned Pharma/Biotech, mainly the latter, getting mauled yesterday. Those corrections can be sharp. TRowe Health Sci got to $70, retreated to $56 and then hit $80 last week. That's up from $25 or so in 2010. Got IBB when it dipped to $230 and it went up $100 or so. Pay to watch.
    Apr 28, 2015. 08:55 AM | 2 Likes Like |Link to Comment
  • Mr. Market Has Ignored This Healthcare REIT, Maybe You Shouldn't [View article]
    Usual terrific job by Brad. Having spent thousands of hours in fine facilities with various family members, a huge issue/headache, I think, is staffing. The nurses aids are the key players------they make lousy wages, in many cases have difficult personal lives and, too often, otherwise qualified candidates can't pass a routine drug test, per the HR director I've come to know. Would love to have some stats on wages and turnover.
    Apr 27, 2015. 09:37 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Prepare For Week Of Central Bank Decisions [View article]
    When, on a Monday morning, 1/2 the SA Breakfast comments are about artificial sweeteners I start thining Sell/May Go/Away thoughts or channeling my inner Peggy Lee as in "Is That All There Is?"
    Apr 27, 2015. 09:25 AM | 4 Likes Like |Link to Comment
  • The Real Battle Facing McDonald's Has Nothing To Do With Its Food [View article]
    Alas the "S" word: Soros and the "K" word: Koch. How could we go three minutes without them? Some of those MCD workers had better hope to heaven that the wages don't go to $15/hr as they will be replaced by a whole 'nother breed of cat.
    Apr 25, 2015. 08:16 AM | Likes Like |Link to Comment
  • McDonald's: Time To Trim The Fat? [View article]
    Lots of MCD customers partake [only] when they are traveling (vs. in home city) and low gas prices should make summer travel at least as good as ever. Agree that SOME Americans are "more" health conscious but also agree with previous writer that my eyes say Americans are as fat as ever.
    Apr 25, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • General Electric: Long-Term Investing Vs. Short-Term Thinking [View article]
    GE stock, for now, is a preferred stock or bond. Take your 3% and watch the share price gyrate between $26 and $26.50. Invest your growth money in tech and health care, as it appears many did over the last five years.
    Apr 17, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • AmEx beats, but outlook still dour [View news story]
    Costco deal with AMEX continues for another 11 months which buys the latter some time. Another of those companies where the CEO has been in the top spot forever. I always wonder what happens to the executive pipeline in that case. Likely to get a pop when new blood comes in just on the fact it's new blood.
    Apr 17, 2015. 07:42 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Dollar Drifts Ahead Of Consumer Inflation Data [View article]
    Hard to have Inflation with wages stagnant so runaway costs in health care, for instance, will be offset by constant labor costs and lower energy prices. The danger of "averages."
    Apr 17, 2015. 07:36 AM | 3 Likes Like |Link to Comment
  • U.S. drug spending rose 13% in 2014 [View news story]
    Doubt anyone is surprised by this. Question would be when this trend might reverse or at least level off. I think we know the answer to that one. Long IBB.
    Apr 14, 2015. 08:02 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Weak China Trade Data Adds To Growth Concerns [View article]
    Rather than muster tanks on the Ukraine border, 50's Cold War style, and other saber rattling, it seems the U.S. it hitting Putin in more sensitive targets like the Ruble and the Russian stock market? Doesn't make Lindsay Graham pipe down but a worthwhile tactic nonetheless. If the Republicans ever do commit to becoming a national party again it will be interesting to see how a presidnet Cruz, Paul, Rubio, Fiorina will handle some of these issues.
    Apr 13, 2015. 09:29 AM | 3 Likes Like |Link to Comment
  • General Electric: A Big Move [View article]
    Uncle Pie, seems like ole "Neutron Jack" isn't as in demand on cable as he once was. GE used to own CNBC and David Faber remind us they have $60 GE stock in their 401(k) accounts. CNBC is just awful as it morphs to a mix of "Fox and Friends," "The View" and "Lifestyles of the Rich and Famous." So many smart names just aren't on anymore as they feature app inventors and billion dollar apartments.
    Apr 10, 2015. 08:32 AM | 3 Likes Like |Link to Comment
  • It Takes Courage To Not Run With The Bull [View article]
    PFF is nice home for excess cash. 5-6% dividend yield. If rates go up, buy some more.
    Apr 10, 2015. 08:12 AM | Likes Like |Link to Comment