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  • 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
  • Bloomberg: Retina iPad Mini arriving this year [View news story]
    The sum of iconic brand, huge cash, low p/e and heavyweight R and D should be enough to quell the recent poor mouthing of AAPL.
    Aug 13, 2013. 10:44 AM | Likes Like |Link to Comment
  • GE reportedly sells apartment portfolio to Blackstone [View news story]
    GE is cleaning up its act, selling non-core assets and boosting their growth opportunities. Turning a battleship around takes time, but they will probably succeed.
    Aug 12, 2013. 05:52 PM | 2 Likes Like |Link to Comment
  • Nuance provides light FQ4 guidance, shares now -6.1% AH [View news story]
    Reaction to NUAN earnings, which exceeded analyst estimates, is typical of this market. The long term potential of the company is ignored, while the short term results determine the stock price. If a stock market was ever paranoid, this one is IT.
    Aug 6, 2013. 05:03 PM | Likes Like |Link to Comment
  • Report: Apple buys Bluetooth chipmaker, possibly for iWatch efforts [View news story]
    The stock market, with its emotional fix on the short term, has been ignoring that AAPL has a lot going on beneath the headlines. With their cash and their massive R and D, AAPL is both a Blue Chip and a powerful growth stock. Grow up, Market.
    Aug 1, 2013. 05:35 PM | 3 Likes Like |Link to Comment