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dook

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  • Facebook developing website for professionals [View news story]
    Naturally, a lot of players are going after the same markets. The winners will be those with the best platform, customer satisfaction and clean execution. If FB can avoid LinkedIn's cluttered execution, I can picture their taking a lot of market share.
    Add to that FB's huge and growing user base and the outlook for them seems strong.
    Nov 17, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • Will Apple Top The Whisper Number This Quarter? [View article]
    If AAPL were a hot air balloon, it would have reached the moon by now.
    Oct 20, 2014. 12:31 PM | 3 Likes Like |Link to Comment
  • CVS Health to charge extra for prescriptions from tobacco-selling pharmacies [View news story]
    This ploy is unlikely to hold up, if challenged in court. It represents a bold move in restraint of trade.
    Oct 20, 2014. 10:54 AM | 7 Likes Like |Link to Comment
  • Bernstein: Amazon spending $2.5B+ on content next year [View news story]
    The problem with AMZN is that their business plan assumes that other players will be stagnant. In fact, the Net is getting more and more competitive and AMZN is becoming more bloated, less agile, and still unprofitable.
    Oct 13, 2014. 07:34 PM | 6 Likes Like |Link to Comment
  • Starbucks to get human with scheduling [View news story]
    It's good business to be a humane employer. The Starbucks image is clean and respectable, an asset in relation to their customer base. Keeping it that way is important.
    Aug 17, 2014. 12:34 PM | Likes Like |Link to Comment
  • More on Vical Q2 results [View news story]
    Vical's genital herpes drug shows promise and could make it a 50 dollar stock.
    Cutting edge research involves risk, as witness the melanoma failure, but on an opportunity/risk basis, Vical is an attractive investment.
    Jul 31, 2014. 09:20 AM | Likes Like |Link to Comment
  • Retail watch: Is it Amazon not weather? [View news story]
    The run of US retail companies is feeling the steady migration to on line buying, but some are largely immune to this trend or are effectively getting on board. Companies with exclusive and very popular brands (Macy's) and companies with a strong presence in building materials and home products (HD and LOW) are still doing a good business at their brick and mortar outlets, while aggressively exploiting the on line opportunity.
    It is tempting for some companies, e.g. SPLS, to refer to the on line problem, but is their bad performance more a matter of mismanagement? I think so. They need to be taken over.
    May 20, 2014. 10:45 AM | Likes Like |Link to Comment
  • Caterpillar global retail sales of machines -13% in Feb-April [View news story]
    The drop in CAT sales suggests a bigger problem for the world economy than is reflected the US markets. Can anyone make sense of the relationship?
    May 20, 2014. 10:14 AM | Likes Like |Link to Comment
  • Apple Is Acquiring A Fad - Not Quality - And That Is Troubling [View article]
    I buy the comments that emphasize BRAND. Instead of having one brand, which may grow tired, AAPL can apply its marketing talent to another cool brand and, in the future, there will likely be others. Beware the power of a great brand.
    May 9, 2014. 11:15 AM | Likes Like |Link to Comment
  • Facebook removing messaging from core apps [View news story]
    Facebook details are interesting, but what investors are buying is Zuckerberg's creative talent. If he is not quite a Jobs, he comes close. That is why I hold the stock.
    Apr 10, 2014. 10:36 AM | Likes Like |Link to Comment
  • Taco Bell goes big with breakfast [View news story]
    At age 87, i'm not likely to add to the aesthetic qualities of your site.
    Mar 27, 2014. 05:01 PM | Likes Like |Link to Comment
  • Taco Bell goes big with breakfast [View news story]
    In YUM's case, going for breakfast seems like an attempt to make up for weakness in their existing lines. Whether the US taste for Mexican will translate to breakfast demand and whether YUM can execute efficiently are questions that will remain for a while unanswered. The odds for success seem to me to be about 50/50.
    Mar 27, 2014. 02:49 PM | Likes Like |Link to Comment
  • Westport Innovations misses by $0.03, beats on revenues [View news story]
    Westport's problem is, for the most part, impatience with the pace of their progress. This market looks for a grand story or an acceleration of earnings to justify purchase. WPRT's story is sound, but getting old; its earnings involve cash burn that worries the market. Patience with the company will pay off, but near term performance may be lackluster, or worse. I am sticking with the company, based on their connection with CMI and with major automotive manufacturers.
    Feb 25, 2014. 05:45 PM | Likes Like |Link to Comment
  • Sales and margin worries for KFC China [View news story]
    There are too many stale longs in YUM and brokers/advisors resisting recognition of the true situation. It is a credit to the supporters of YUM that the stock retains its high multiple. The company is in a show-me situation facing what may turn out to be a heavy lift. The report above lays it out very well.
    Dec 6, 2013. 04:53 PM | Likes Like |Link to Comment
  • Epizyme's Management Presents at Morgan Stanley Global Healthcare Conference (Transcript) [View article]
    EPZM is an exciting company. The only problem, aside from possible holes in their technology, is that their future will only be realized over an extended period of time. A company that relies on partnerships with the big guys, is taking on the risks that those guys would rather pass off to a less hazardous model.
    Only in a risk favorable market would EPZM find a high level of investor interest. But, if you like risk, this one of the most conceptually attractive opportunities.
    Oct 6, 2013. 06:13 PM | Likes Like |Link to Comment
COMMENTS STATS
46 Comments
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