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  • Whole Foods - Could You Please Recommend Some Cheese For This Whine? [View article]
    Most WFM customers wouldn't be caught dead shopping for food in a Costco, Wal-Mart, Kroger, or Target. Just because Wally's now has "organic", the growing customer base looking for a healthier diet will go where its (1) a "one-stop" experience and (2) the source is reliable. Additionally this is simply another generational thing couple by financial wherewithal. While growth made become tempered, the cite customer growth and higher margins will bode well for WFM, in my view.

    Incidentally, loved the article title . . . . . .
    Sep 13, 2014. 12:23 PM | 1 Like Like |Link to Comment
  • Bank Of America: Buy Before Everyone Else Does [View article]
    That's where BAC and many others make their money. They're all in the credit risk business. Incidently, stand by charges are the norm not the exception. You're paying an availability price.
    Sep 12, 2014. 08:12 AM | Likes Like |Link to Comment
  • Look At These Juicy Yields - Are They Really Appropriate For Your Retirement Portfolios? [View article]
    I'm starting to view PG as "it WAS a great company". Not so sure anymore for the simple reason that their brands are no longer the growth driver of yesteryear. One of my concerns, and I'd be interested to hear if you have observed the same thing, involves P&G's product pricing over the last 12-18 months. The items I routinely buy are perpetually "on sale" promotions. Prices have remained flat where other items on the grocery shelf have risen 25-30% or more. While paper products have remained the same price for noticeable declined in size/count, Laundry detergent is still $9.95 for 100 oz. P&G still gets their shelf space but the products don't seem to be moving. This is a classic "where the rubber meets the road" observation. Thoughts?
    Sep 11, 2014. 12:18 PM | 4 Likes Like |Link to Comment
  • Notes from BofA's Barclays presentation [View news story]
    BAC is quite a behemoth in this space. Years of steady growth through acquisition plus the retail footprint should bode well for this almost out but recovering bank, in my opinion. Was an original mid-2000 buyer, got out too late, and didn't have the courage to re-enter at 8/share. Back in at 15.25 and hoping for better results this time.
    Sep 10, 2014. 12:11 PM | Likes Like |Link to Comment
  • Top Microsoft China Executive Leaves For Baidu [View article]
    Zhang Yaqin's resignation as head of Microsoft's Asia-Pacific R&D labs, headquartered in Beijing with more than 3,000 engineers is yet another finite chink on the Microsoft armor. The MSFT demise is slow . . . but surely.
    Sep 10, 2014. 11:16 AM | Likes Like |Link to Comment
  • When Will BP's Selloff End? [View article]
    When Will BP's Selloff End? At Chapter 10 time
    Sep 10, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Bank Of America And Its High Marginal Cost Of Funds [View article]
    Impressive research article. Aside from the funds and trading activity, what happens to BAC's attractiveness (or disdain, if you will) when including income via fees is factored in? Fees have become, in some instances, a major source of bank income.
    Sep 10, 2014. 10:11 AM | Likes Like |Link to Comment
  • Best And Worst Utilities Sector ETFs, Mutual Funds And Key Holdings [View article]
    Goes to show you Mutual Funds and ETF's in the Utility space should be avoided entirely. Simply, if you can't own selected individual stocks then it might be wise to invest elsewhere.
    Sep 10, 2014. 08:10 AM | Likes Like |Link to Comment
  • Dominion Resources: A New 2 Bcf/D Pipeline For Marcellus And Utica Gas [View article]
    Isn't it just mind boggling that folks in your area let alone most of New England still heat their homes with #2 fuel oil. Running NG to every home should have been included in the now years ago Federal Stimulus program. Lots of construction jobs and lower energy costs for hundreds-of-thousand home owners and renters. Mind boggling . . . .
    Sep 8, 2014. 08:48 AM | Likes Like |Link to Comment
  • General Electric Just Hit A Home Run [View article]
    < Profile stuff has been flawless for over 7 years complete kitchen and clothes stuff flawless>

    You have been very fortunate, my friend. As a former employee and loyal servant, I continued an "all GE" selection in a now 10 year old new construction home. Month one, the side-by-side refrig handle came right off. Later it was the ice maker auger assy followed by a water source leak. An then the microwave Magnetron decide it was its turn. A replacement unit bought through Lowes had a magnetron failure within a few months. I could go on. . . . bitter disappointments.

    Good luck Electrolux. Yes you did GE a huge favor but I still wouldn't buy GE stock until our man Jeff leaves. Maybe he'll sell it all off (couldn't make it work anyways) and buy more Oil and Gas now that it's in the second decade of a boom. Better late than never. Gag!
    Sep 8, 2014. 08:36 AM | 3 Likes Like |Link to Comment
  • El Pollo Loco: Taking A Chance On The Crazy Chicken [View article]
    On the surface, it would appear the the earnings up tick from $400K to $6M+ was solely from the IPO proceeds paying off high interest debt. With a float of but 6M shares verses 36M outstanding, I would avoid this issue until the lock-up period expires.
    Sep 8, 2014. 08:19 AM | 1 Like Like |Link to Comment
  • ConocoPhillips: A Significant Shift Of Capital Toward High-Margin Development Programs [View article]
    Thanks for the reply. COP is my single big oil holding but the Tar Sands involvement remains a thorn. Aside from the cost of production, distribution (incl. Keystone delay) and the overall supply glut of crude are growing issues. Most market competing U.S. is much sweeter; Tar Sands very sour. Sooner-than-later this will become a big issue, in my view.
    Sep 8, 2014. 12:29 AM | Likes Like |Link to Comment
  • Dominion Resources: A New 2 Bcf/D Pipeline For Marcellus And Utica Gas [View article]
    The obvious spur into Chesapeake will facilitate export of fracking induced LNG. With much of the Northeast home heating still relying on dirty fuel oil imported from Europe and the Mid-East, one would question why the Feds continue to support export of LNG. Smells like a non-patriotic reverse corporate acquisition!
    Sep 7, 2014. 08:43 AM | Likes Like |Link to Comment
  • Dominion Resources: A New 2 Bcf/D Pipeline For Marcellus And Utica Gas [View article]
    You're not suggesting that non-pro subscribers are being treated as second class citizens are you? Gag, and after S/A grew up on the backs of us non-pro faithful!
    Sep 7, 2014. 08:37 AM | 2 Likes Like |Link to Comment
  • El Pollo LoCo - Post IPO Momentum Continues Amidst Solid Results [View article]
    Guess I should read the IPO prospectus before commenting but it strikes me that the IPO may have been too small. While this strategy seems best for the founders and Venture folks, it helped reduce expensive debt service (was it $8B or $17B??) but left little for needed expansion. Sounds like this 1990 start-up has been too conservative. Thoughts?
    Sep 6, 2014. 02:00 PM | 1 Like Like |Link to Comment