Wednesday Outlook: Commodities, Global Markets [View article]
they're the ground beef
On Oct 14 08:34 AM ecoco wrote:
> This is fun, earnings season is here to stay, and we have 20 trading > days each with few BIG CAP earnings to "IMPRESS" driving the market > UP by 1 to 2% each day. > > Guess what??, we have 30% rally out of beating crappy earnings by > a mere 0.5% terrific. > > This brings me back to an old Burger Comercial with a big BUN but > "WHERE IS THE BEEF", I mean the CONSUMER.
13 Defense and Aerospace Stocks to Consider [View article]
not only do they not know that DRS is being sold to Finmeccanica, they also took the wrong Goodrich - try GR instead. do some homework before posting as well...
agree to fix the housing solution requires keeping people in there houses not bailing out banks... if they could restructure the loans so the payback period is longer i think you could fix a lot of this
Up Coldwater Creek Without a Paddle [View article]
agree that retail is not the space to be given current trends, but think you are overly bearish here with delisting, etc. they have a small store base so not as saturated as CHS... also the clients are likely older women close to retirement, so no kids to take care of so more $$ to spend on themselves, so may do better than some other retailers focused on younger families... regardless, i'd rather invest in brazil these days
Am I Too Much of a Pollyanna on Starbucks? [View article]
Herb -
I agree with both you & your analyst friend. While this is a strong brand, which does have value, this stock is crumbling due to multiple contraction. It no longer is the guaranteed growth engine it used to be and so that premium as well as the growth factor are being reduced by the market. International has promise here but currently it's a US stock with 2 strikes against it - weak economy and increasing commodity costs. Add it their moves into low end coffee, and that's lower margins to boot.
Agree with reader above, this stock would be more fairly priced $10 or lower.
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Latest | Highest ratedWednesday Outlook: Commodities, Global Markets [View article]
On Oct 14 08:34 AM ecoco wrote:
> This is fun, earnings season is here to stay, and we have 20 trading
> days each with few BIG CAP earnings to "IMPRESS" driving the market
> UP by 1 to 2% each day.
>
> Guess what??, we have 30% rally out of beating crappy earnings by
> a mere 0.5% terrific.
>
> This brings me back to an old Burger Comercial with a big BUN but
> "WHERE IS THE BEEF", I mean the CONSUMER.
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Am I Too Much of a Pollyanna on Starbucks? [View article]
I agree with both you & your analyst friend. While this is a strong brand, which does have value, this stock is crumbling due to multiple contraction. It no longer is the guaranteed growth engine it used to be and so that premium as well as the growth factor are being reduced by the market.
International has promise here but currently it's a US stock with 2 strikes against it - weak economy and increasing commodity costs. Add it their moves into low end coffee, and that's lower margins to boot.
Agree with reader above, this stock would be more fairly priced $10 or lower.
Monmouth: A High-Yield Commercial REIT to Consider [View article]