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  • Defending GM's $5 Billion Stock Buyback Program [View article]
    Point of curiosity: How many repurchased GM shares will go right out the back door as executive compensation, stock options and share grants and the like?

    Aug 30, 2015. 06:22 AM | 2 Likes Like |Link to Comment
  • WSJ: Labor group urges vote against Moynihan as chairman [View news story]
    CEO Brian Moynihan's power grab of the Chairmanship of Bank of America last spring was an act of consummate shareholder hostility. The Siamese Twins roll of CEO/Chairman is fraught with conflict and corrupt corporate governance for banks as well as other corporations.

    The pension funds mandated by law with the fiduciary duty of superintending the financial retirement security for millions of regular employees and workers have it right, advocating separation and independence.

    Aug 28, 2015. 02:18 PM | 3 Likes Like |Link to Comment
  • The Best Companies Of The Chemicals Industry - August 2015 [View article]
    Having dumped its chemical operations on July 1, 2015, the Non-Chemical DuPont Company is no longer representative of the "chemical industry". The much shrunken and shrinking DuPont is now largely focussed on seeds, weeds, and feeds.

    Ironically, in the ag arena, DuPont is a defined second-tier player in seeds after Monsanto and in nutrition after Novozymes, and way back in the pack, number six, in pesticides and crop protection, after Syngenta, Bayer, BASF, Dow Chemical and Monsanto.

    Once the largest and most powerful chemicals enterprise on the globe for practically all of the 20th century, DuPont has been grossly mismanaged into insignificance.

    Aug 28, 2015. 09:05 AM | 1 Like Like |Link to Comment
  • JPMorgan May Be Lebron James, But I Am Fine With Steph Curry Too [View article]
    "Fact of the matter is that because BofA is a company on the rise, one that hasn't maintained a great deal of hype, it has managed to fly under-the-radar."

    We respectfully demur.

    This much analyzed financial conglomerate has received intensive and extensive coverage from analysts and pundits over the past two years. Indeed, the Bank's proponents and promoters have been highly visible throughout the internet at various financial and news media sites.

    Aug 27, 2015. 12:22 PM | 1 Like Like |Link to Comment
  • JPMorgan May Be Lebron James, But I Am Fine With Steph Curry Too [View article]
    "BofA's stock trades 40% lower than its book value per share" may be a tip-off to investors that the value on the books may not be what they purport to be, given the murky complexity of such assets, including a massive exposure of arcane derivatives.

    Merely the perspective of one single retail investor in financial equities…funfun..
    Aug 27, 2015. 12:15 PM | Likes Like |Link to Comment
  • Monsanto decides next steps after withdrawing Syngenta bid [View news story]
    Speculating out loud, Monsanto Management could be taking a closer look at other, much smaller makers of ag chemicals and crop protection, such as American
    Vanguard (AVD) and FMC Corp (FMC) or even the pesticide part of struggling DuPont AG. The price tags would certainly be much less than the whopping $45 billion for Syngenta (SYT).

    Aug 27, 2015. 08:24 AM | Likes Like |Link to Comment
  • Bank Of America: Think About It, This Bank Is Currently A Long-Term Buy [View article]
    Tangible book and book value may be questionable metrics for measuring this Bank with its long history of ethical deficiencies. Does anyone, including the Bank's top executives and Directors, really know what comprises the complex assets of this Bank including massive exposures to arcane derivatives? Recall it was only last year, when the Bank's customarily evasive Management suddenly and without explanation discovered $4 billion of phantom capital on the "books" for years. …funfun..
    Aug 26, 2015. 11:20 AM | 3 Likes Like |Link to Comment
  • Monsanto Reaffirms Opportunity in Standalone Growth Plan and Ability to Lead Next Evolution in Agriculture, Company No Longer Pursuing Current Proposal for Syngenta Combination [View article]
    Now the question on the table becomes: Will BASF or Bayer or another major player in the agricultural arena attempt to acquire part or all of the struggling Syngenta?

    Aug 26, 2015. 11:13 AM | Likes Like |Link to Comment
  • What's The Story With Chemical Giants? [View article]
    The public reassurances some months ago to shareholders and the media by DuPont Management that the post-spin-off dividend would remain whole from DuPont combined with Shamours would appear to be deceptive, if not dishonest. DuPont has already slashed its quarterly dividend by a whopping 22% from 49 cents down to 38 cents.

    Cash-stripped Shamours is hardly likely to continue its bait and switch payout of 55 cents in the current quarter in following quarters.

    Aug 26, 2015. 07:06 AM | Likes Like |Link to Comment
  • What's The Story With Chemical Giants? [View article]
    "Chemical Giant" Chemours?

    The headlined appellation would not seem to apply to this debt-crushed, cash-stripped spin-off of DuPont, which some dissatisfied CC shareholders call, Shamours.

    Shamours has a puny market cap of only $1.5 billion in contrast to Eastman Chemical, $10 billion. Expected yearly revenues for Shamours is a tiny $5.7 billion.

    Nor can the term "Chemical Giant" apply any longer to the Non-Chemical DuPont, whose misfiring Management has dramatically shrunk this increasingly insignificant Delaware-based conglomerate. DuPont's touted focus is seeds, weeds, and feeds, where ironically it is only a second or third tier player, or in the case of crop protection/pesticides, sixth place, after Syngenta, Bayer, BASF, Dow Chemical and Monsanto.

    Merely the perspective of one individual retail investor with long positions in DOW, EMN, and BASF…funfun..
    Aug 26, 2015. 06:35 AM | Likes Like |Link to Comment
  • Gevo: Butamax Settlement Ends A Long Saga, Brings Element Of Certainty [View article]
    No doubt, GEVO shareholders have suffered from DuPont Management's polestar business paradigm of fraud and dirty play. For example, we recall the attempt to steal and use without paying, valuable patented technology involving Monsanto's genetically modified seeds. The misconduct of DuPont officials on behalf of DuPont was so egregious, the judge in the U. S. District Court, Missouri, sanctioned DuPont for fraud. In addition, the jury awarded Monsanto a $1 billion verdict, which compelled DuPont to the settlement table. DuPont was facing a potential tripling of the $1 billion award in the way of punitive damages.

    Incidentally, the reference to DuPont as a "chemicals giant" is outdated and misleading. The much shrunken and shrinking Non-Chemical DuPont is neither chemical nor giant, having dumped its chemical businesses into a debt-crushed, cash-stripped spin-off, Chemours, or as distressed shareholders call it, Shamours.
    DuPont Management is now focussed primarily on seeds, weeds, and feeds, where ironically it is a second-rate player in the ag arena.

    Aug 25, 2015. 08:00 AM | 1 Like Like |Link to Comment
  • General Motors Price Action: What The Hell Is Going On Out Here? [View article]
    In short, the General Motors Company is the DuPont Company of American motorcar enterprises, although the latter does not share some of the many compellingly bullish quantitative factors favouring GM, articulated so persuasively by Ray Merola.

    What these two corporations do share: an inbred mediocre, misfiring, and integrity-deflated Management. …funfun..
    Aug 25, 2015. 07:34 AM | 4 Likes Like |Link to Comment
  • Bank Of America: Big Cracks In The Facade Following Earnings [View article]
    15 to 15 from January 4, 2010 to August 24, 2010, circa 68 months, is hardly a minute-to-minute metric assessing the performance of the CEO running this intractably troubled Bank over his full term in office.

    Aug 24, 2015. 12:43 PM | Likes Like |Link to Comment
  • Bloomberg: Monsanto raises bid for Syngenta [View news story]
    Marrying the global leader in seeds, Monsanto with the global leader in ag chemicals/pesticides, Syngenta, creates a true agricultural juggernaut, unbeatable.

    Mongenta or Synsanto will be the premier player in the ag arena.

    Aug 24, 2015. 12:38 PM | Likes Like |Link to Comment
  • DuPont upgraded at J.P. Morgan after five years of lagging the market [View news story]
    With the dreary shares of the diminished DuPont Company changing hands today, Aug. 24, 2015, at 49, the inflated target price of 60 of JP Morgan appears to be more contrived, and less convincing.

    In five months post Peltz, DD has taken a cliff-dive, from 77 to 49, losing more than a third of its value.

    Aug 24, 2015. 11:06 AM | 1 Like Like |Link to Comment