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  • Caterpillar plunges on profit drop, lowered outlook  [View news story]
    Commodities are trying to tell us that we face serious downward pressures worldwide. We can keep finding reasons to be optimistic (see Jim Cramer today), but that may be a case of whistling in the dark.
    Jan 27, 2015. 02:25 PM | Likes Like |Link to Comment
  • The handbag rally is back on  [View news story]
    It's good that handbags are doing well, but as an indicator of company value, other factors excel. Where is the momentum? Which firm has a grip on the future?
    Even the current situation is of doubtful reliance, but, putting it all together, KORS has the bull by the horns.
    Jan 21, 2015. 12:40 PM | Likes Like |Link to Comment
  • Potential Acquisition And Break-Up Value Represent Huge Upside For Nuance Communications  [View article]
    The big question is how heavy a weight to attach to weak/selfish management. Other factors seem to be largely neutralized by management failures and their effect on the outlook. If we see a change in management personnel, that might trigger my purchase of the stock (See RAD as an example). Until then, I find it difficult to be convinced.
    Jan 7, 2015. 11:09 AM | 1 Like Like |Link to Comment
  • Facebook buys voice recognition tech developer  [View news story]
    There is a lot of nit picking going on about FB's weaknesses (e.g., teenage disaffection) but the big picture is that FB is a brilliant and aggressive innovator who deserves considerable respect in the battle of the Internet.
    Jan 5, 2015. 06:11 PM | 7 Likes Like |Link to Comment
  • Best Of 2014: Economics, Capital Flows And Innovation  [View article]
    For a short seller, this is a great report. The problem is that there are countervailing tendencies that tend to offset the gloomy message. Lower oil prices are a net plus for the world economy; Russia in trouble is geopoliticaly promising; oil is still the dominant fluid of the this century: equities are still the most promising vehicle for investment; China has the power to manage its problems; Europe, too, is likely to start doing the right things. Gloom is all around us, but the digital revolution is more promising than all the gloom in the world. We are in the midst of dramatic change that will be too powerful for the gloomsayers to overcome.
    Dec 31, 2014. 12:43 PM | Likes Like |Link to Comment
  • Why I Hate Apple  [View article]
    All the detailed analysis aside, AAPL suffers from the combination of the law of large numbers and the demand for constant innovation on a large scale. The market looks ahead and wonders how AAPL can keep pulling off successful innovation in a sector known for strong competition and rapid internal change. I expect the iWatch to lay an egg for the simple reason that men buy watches as jewelry, not for practical use.
    Can AAPL stock withstand a surprise failure in any segment with high expectations? I doubt it, and that is the principal drag on the stock.
    Dec 5, 2014. 12:00 PM | 11 Likes Like |Link to Comment
  • 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