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  • Wall Street Breakfast: ECB To Decide On QE In First Quarter [View article]
    Wow. References to Congressional action. What's that? Do they know they have to actually come to Washington and be in session now and then to get this done?
    Nov 26, 2014. 08:42 AM | 2 Likes Like |Link to Comment
  • General Electric In Focus [View article]
    "GE makes a 'solid investment' for shareholders looking for .... " In my business career "solid" was the go-to word one employed when one didn't want to say anything. "Joe is a solid contributor. He does a solid job." Actually, I own GE and now that I think of it GE is solid. Also somewhat bland and uninspiring. Much like Joe.
    Nov 26, 2014. 08:32 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan: A Dividend Growth Star Is Born [View article]
    We owned El Paso and came to be KMI shareholders via that transaction. We got stock and warrants. Any ideas on what happens to the warrants? Some talk that company would buy them up? Thoughts?
    Nov 24, 2014. 09:31 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: China Stocks Surge After Rate Cut [View article]
    Doesn't seem like the president's immigration announcement has led to violence and "anarchy," as Sen. Tom Coburn predicted. Old Tom, who's a bright guy, is getting out of the Senate as many with any shred of dignity have done, or will do, soon. I used to be able to name, say, 75 Senators at any one time. Now, I just say "who?"
    Nov 24, 2014. 09:05 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Dollar General May Have To Divest 4,000+ Stores [View article]
    Keystone is a blip. Inconsequential. However, it's big stuff for our Congress. Little proxy wars are about it for them. Can you imagine this bunch taking on taxes or immigration or being asked to vote on Syria? Oh, wait. Hard to prove the negative but I'd say that, foreign policy wise, things have been reasonably static for the last six years.
    Nov 19, 2014. 08:44 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Abe Delays Sales Tax Hike [View article]
    Sprint, Sony, Reynolds. Somehow my instincts tell me there are more important things going on the market moving world. Guess I better go find them.
    Nov 18, 2014. 08:41 AM | 3 Likes Like |Link to Comment
  • Health Care REIT: A World Full Of Old People To Serve [View article]
    My mother was in an excellent "self pay assisted living" facility for four years and given the amount of time I spent there (and a natural investigatory mind as I taught in a business school for many years) I saw a lot of folks come and go and learned a fair amount. While exensive, and not the least bit shy about raising rates, this facility was afforable for retired UAW and teachers (at least those in their 70-80s who retired when the gettin' was good) and vacated rooms languished unfilled for only the time it took to turn them around. The biggest challenge is the staff. The pay is terrible and a staggering number of people complete the nurses aid program, get an offer and then fail the drug test.
    Nov 14, 2014. 11:27 AM | 3 Likes Like |Link to Comment
  • REITs Are Prime-Time Players, Baby! [View article]
    Anyone with a relative in a "self-pay assisted living" facility will recognize the pricing power enjoyed by those entities, especially the good ones.
    Nov 14, 2014. 11:16 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: France, Germany Report Slight Growth In Q3 [View article]
    I would regard Warren B's obligation as CEO to conserve corporate cash and his personal opinions on the tax code to be mutually exclusive. The Right hates Big Government but sure enjoys the Cititzens-United-fueled goodies it can toss their way.
    Nov 14, 2014. 11:05 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Hasbro In Talks To Buy DreamWorks Animation [View article]
    Yup, a handful of hippies from the Sierra Club are blocking Keystone. Everyone knows that. Couldn't be that there are folks within the "energy family" who like things just the way they are. Nah. No one could be against win-win-win-win thing like a pipeline.
    Nov 13, 2014. 08:22 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Banks Fined $3.4B In Forex Probe [View article]
    I've been to Beijing and many feel that living there is the equivalenet of smoking two packs of cigarettes a day. a64hoo might want to put a china trip on his bucket list of "hoax" exposing experiences. (I know: here comes the Nov. 12, 2014 weather forecast for Milwaukee as proof positive of the "hoax.")
    Nov 12, 2014. 08:02 AM | 7 Likes Like |Link to Comment
  • Wall Street Breakfast: U.S., China To Drop Tariffs On Tech Products [View article]
    I am going out on a limb and predicting, right here and now, that Jeff I attains his GE goals and gets paid.
    Nov 11, 2014. 09:29 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Home Depot Says 53M Emails Stolen During Breach [View article]
    Did I read that $4 Billion was spent on recent off-year election campaigns? People who spend $4 Billion are usually seeking a return ... pronto. Will be interested to see what the beneficiaries of this largesse take up first in our great deliberative bodies..
    Nov 7, 2014. 11:02 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Home Depot Says 53M Emails Stolen During Breach [View article]
    BAC banking on a GOP president in 2016 who re-appoints Christopher Cox as SEC chief who then ushers in a return to the "You fellas work it out amongst yourselves" style of regulating the derivatives markets and related activities.
    Nov 7, 2014. 07:44 AM | 7 Likes Like |Link to Comment
  • Wall Street Breakfast: Tesla Jumps After Beating Expectations [View article]
    If you think the Young Turk GOP House members have no use for Boehner JUST IMAGINE how keen they are to take their marching orders from Old Mitch. Obama-McConnell-Cruz/Issa are now the three branches. If BO and MM can't find an acre or two of common ground the GOP will look a bit feckless in '16.
    Nov 6, 2014. 08:57 AM | Likes Like |Link to Comment