Go4soda

It's Time to Sell Equities and Look to These 3 Areas

I have to agree with Comox: Buy the Canadian dollar. In fact, I was going to say exactly the same things: parity by year-end; Canada is one of the world's largest energy and commodities exporters; Canadian banks are the most stable of the G20. Frankly, I don't know why the U.S. greenback hasn't fallen off a cliff as yet. Vacationing this summer, I couldn't help but notice all the Americans buying property in Ontario. What do they know that you don't?

20 'Bathwater Babies' and 0 'Dogs with Fleas' for the Week

Nice to see Cott Beverages on the list with strong fundamentals. The street was betting it would continue to lose money in the first quarter but - surprise - it made a profit for the first time in seven quarters. Why? Consumers turned to private-label sodas to put on their kitchen table during the recession. I'm predicting more of the same. Buffet says unemployment will reach 10 per cent before long, and all those people - and many of the rest - are going to be eating private label this year. I suggest Cott going from 65 cents to $5.30 in a matter of weeks is one of the best stories of the year.

$200 Oil Is Coming While We Waste a Perfectly Good Crisis (Part 3)

Good read, Jim. I have no trouble believing your predictions. America failed the $150/barrel stress test last year, but I have no doubt that threshold will return - probably by the end of 2010. Then $200 shortly after that. Once the world economy starts percolating again, global demand will soar way past 86 million barrels/day and production will NOT be able to match it. Then America will have to compete for oil with the growing middle-class in India and "Red" China. Thank you Tata and Chery automobiles. We're on the verge of a new world order.

How Will Losing Wal-Mart Exclusivity Impact Cott Corp?

If Wal-Mart is anxious to replace its North American bottler with a Chinese-based supplier, then it is playing with fire. A lot of consumers already boycott Wal-Mart because of its appetite for cheap Chinese products. With this news, there are jokes already circulating about Wal-Mart Melamine Soda. How low does the price have to go to satisfy the WMT monster?! They're selling 2-L bottles now for 67 cents! Is that a huge hardship for the American consumer? I remember Chrysler used to brag about how it was squeezing suppliers to provide its alternators and air conditioners cheaper than anybody else. Well guess what happened: suppliers cut corners. Their cars performed poorly in J.D. Power Dependability surveys and sales tanked. Chrysler is in death watch mode today. A lesson for Wal-Mart about abusing suppliers?