Brighteyes

Chesapeake Q4 Pre-Call Notes

Now that was a good article. We should have more like it that report fact and not biased opinion.

The Short Selling Ban: Is CVS a Financial?

If you eliminate Cox, where in the world would we ever find a sane, honest, Accounting Genius with enough guts to do something other than make excuses for failures and using the cliche, "oh ya, we're working on that."

Status Report: Longs Drug Stores - CVS Caremark

I am sorry, but that is what banks do and the Government is first in line to help them screw shareholders. Check out how Bear Sterns shareholders made out while the banks were busy pillaging for themselves. While you are at it, check out how much the common shareholders for Freddymac and Fannymac got for their investment while taxpayers bore the brunt of the expense. Finally Lehman Brothers is the victim and it is a bankers joke to see all those employees out of work. I have had bad experiences with Pershing in the past so I'm not surprised at your plight.

DISCLOSURE: I Am Long CVS

Gamestop: Consensus Needs to Catch Up to Reality

Two weeks ago, I sold 3/4 of my GameStop position for the reason stated in the title. Let me go into more detail. I was sitting on a load of profit and I wanted to capture some of that profit and at the same time, reduce my retail allocation a little. I converted the proceeds into more shares of Schlumberger (SLB: NYSE) that I am projecting to outperform through 2009.

I believe the consensus is overvalued at this point as suggested in the article. Between the recession, the weak dollar, high gasoline prices and dropping consumer confidence, GameStop earnings and revenue will decline caused in part, by the fact that the new Generation console rush is old news. I like GameStop and their management is good so it is not likely that they are near failure, but the current price is not worth the valuation and near term potential.

Excellent Stocks When (If) Oil Hits $150

sbenard, I agree with you. Analysts should restrict their commentary to thoughtful analysis instead of a list of names. I suspect that the list is merely companies that came close to their estimates the week before earnings are reported. To often lists are published so that maybe they can get 1 out of x correct.

Will We See Retail Health Clinics in the U.K.?

Having lived in the UK for a decade, I believe they already have such a system. Let me explain. When you get a cold or health discomfort such as splinters, bruses, flu or stomach pain; you go to the GP at his/her Surgery that is nothing more than a CVS Clinic. They write prescriptions, dispense plasters (band aids) give injections and recommend further care from a specialist or hospital. This is all covered under NHS (National Health Service) and funded by an enormous tax rate. US citizens think this is wonderful, having FREE health care. Talk to a working man or woman to find out how free it really is. So you see, they already have CVS clinics, they are called surgeries and the GPs come to your house if you have a need at night. The only thing a CVS Clinic would give the Brits is no appointment for a visit to the GP. The downside is there aren't very many stores open after 5:00pm GMT.

Windfall Profits for Big Food: Where's The Outrage?

In this capitalist environment, someone with a good Idea can invent a product, and market it at any price he/she wants and the market will decide if it is too much or not. you do not have to buy $4 gas if you do not choose to; but the point is if you do buy $4 gas it is because it is worth it; not having to walk or take a bus. Having said that, The problem is you and me, and all the people around the world who choose to stop for gas. The congress or the president don't make you buy gas nor do the oil companies or the filling stations. In fact all of the blame-es are not responsible and that includes China, Chavis, Puton, General Motors or the food growers; It is us. We maybe don't like the effects of our decision but nobody asked us to like it. And increased food prices are the same thing. I remember the president's State of the Union address that suggested we stop our addiction to oil and everyone cheered and clapped at the idea of using Ethanol as an alternative source of energy.

Instead of grousing at this guy or that guy, why don't we just stop buying. Then the price will go down, that is if the people in China don't think it is more valuable than the price at which we stpped buying and then the price will likely go higher still.

I like this capitalistic system and that is why Iam over weight in oil investments. I don't mind if oil continues to rise, I paid double $4 in Europe.

Exxon Mobil Defeats the Rockefellers

I am happy that Exon Mobil did not fall into the same trap as GE otherwise XOM would be doing second rate serials on TV, selling the Plastics Division and selling our stock at $32 per share. I am also glad that XOM knows what busness they are in and knows how to run it. I think all shareholders should be investors and leave the management of the company to the managers.