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  • Look For General Mills To Miss Earnings Expectations [View article]
    Revenue up .5%, beat earnings by .04.
    Jul 1, 2015. 08:16 AM | Likes Like |Link to Comment
  • General Mills beats by $0.04, misses on revenue [View news story]
    General Mills is doing fine. Don't sell the stock. Buy on dips.
    Jul 1, 2015. 08:09 AM | 3 Likes Like |Link to Comment
  • Ford Vs. GM: From A Dividend, Free Cash Flow (And Valuation) Perspective [View article]
    Many cyclical stocks are cheap and getting cheaper this summer. My point is that the continuing business cycle should reward these cheap cyclical stocks ahead. There is nothing wrong with investing in cyclical stocks when the economy is doing well. And you are right, autos looks like one of the best opportunities ahead.
    Jun 30, 2015. 10:53 AM | Likes Like |Link to Comment
  • U.S. auto sales growth expected to keep rolling [View news story]
    Frame shortage slows F-150 output
    Jun 30, 2015. 10:47 AM | 1 Like Like |Link to Comment
  • U.S. auto sales growth expected to keep rolling [View news story]
    Every 2016 GM auto/truck will have $1500 more in profit. I am not at all worried about GM's profitability. 2016 Chevys and Buicks go into production in July with Apple auto and Google Car Play, which Ford does not have. And tomorrow you are going to see how GM is still growing truck sales while Ford is losing them. Have you seen GM's 4G LTE wireless commercials? Available now on 2015's.
    Jun 30, 2015. 10:29 AM | 1 Like Like |Link to Comment
  • CBS Looking To 'Zoo' To Get Back Summer Scripted Mojo [View article]
    I'm very excited about Zoo tonight. TV is pretty boring in the summer. And no one wants to hear negative news 24/7. I thank Comcast for my DVR. My kids watch shows on their iPads or laptops and usually they are behind playing catch-up saying "don't tell me". With DVR viewing and On Demand, we can watch and re-watch shows together.
    Jun 30, 2015. 10:19 AM | Likes Like |Link to Comment
  • Ford Vs. GM: From A Dividend, Free Cash Flow (And Valuation) Perspective [View article]
    Cyclical stocks like autos are late cycle stocks and should do well in the next two years. The dividends are icing on the cake. I like GM because they are doing so well in SUVs, MPVs, and trucks in the USA, and because of their significant marketshare in China. With 4G LTE connectivity in 2015, and Apple Carplay and Android auto play in 2016 models coming out soon, they will attract technology investors as well as grow sales. Consumers like a variety of models to choose from and more people choose a Chevy, Buick, Caddy, or GMC, giving GM a majority share of the market. When I see a Corvette built in Kentucky, it's just more satisfying to me to own GM stock. Four out of the top 7 USA-made cars are Chevys. None are Fords.
    Jun 30, 2015. 10:01 AM | 1 Like Like |Link to Comment
  • Corning buying German pharma glass tubing business for $219m [View news story]
    I can't figure out why Corning stock has not done well this past year. Double digit growth and cheap.
    Jun 30, 2015. 09:04 AM | 6 Likes Like |Link to Comment
  • U.S. auto sales growth expected to keep rolling [View news story]
    GM is still taking truck sales from Ford.
    Jun 30, 2015. 09:01 AM | 4 Likes Like |Link to Comment
  • General Motors: Looking Beyond The China Slowdown [View article]
    Actually sales in China have grown this year. It's just the growth in sales that has slowed. GM expects to grow sales 6 to 8% for the year.
    Overall a good article, but a few things you missed: SAIC-GM-Wuling sold a May record 133,093 units in China, an increase of 2.7 percent on an annual basis. Demand for Buick’s trio of SUVs (Envision, Enclave and Encore) jumped 157.6 percent from last May to 18,592 units. Cadillac sold a May record 6,592 units in China, up 10.9 percent year over year. Baojun sales were up 293.8 percent on an annual basis to 24,095 units.
    The first 5 months of the year, the company sold record numbers of autos for both SAIC-GM-Wuling and for Shanghai GM. Only 4 to 5% of the Chinese have a car, so there is much opportunity ahead for sales. Volkswagen and other brands are also reducing prices. This is common in the States in the summer as new models begin manufacturing in July. The new 2016 GM models will bring an additional $1500 in profit per unit. The Chinese people would be wise to grab up these bargains now as most Americans do on the 2015 models before they are gone.
    Apple CarPlay and Android Auto capability complement the OnStar 4G LTE connectivity with Wi-Fi hotspot offered in all 2016 Buick models, including Verano, Encore and Enclave.
    For the 2016 model year, Chevrolet will offer Android Auto and Apple CarPlay compatibility in more models than any automotive brand. Chevrolet begins production in July.
    Cadillac’s 2016 model year products will feature enhanced connectivity and control, including the addition of Apple CarPlay and Android Auto, the predominant new systems for in-car phone integration. These additions are part of a broader enhancement of CUE, Cadillac’s user experience, with new features and a faster, streamlined operation. Apple CarPlay will debut in 2016 Cadillac models featuring CUE’s 8-in multi-touch screen except the SRX Crossover, a model that will move to an all-new generation in early 2016. Android Auto is expected to be phased into 2016 production at a later date. The 2016 model year will begin this summer.
    Perhaps the Chinese are waiting for the 2016 models. But it would not surprise me if CUEs could be upgraded on the older models. The best buys are on the older models and you still get the 4G LTE connectivity on 2015s.
    Jun 29, 2015. 09:59 PM | 3 Likes Like |Link to Comment
  • CBS close to selling out upfront inventory [View news story]
    New drama Zoo comes out tomorrow night and Extant Weds night. Looking forward to these summer shows, and the series Under the Dome that started last week. CBS has the best in programming.
    Jun 29, 2015. 09:06 PM | 1 Like Like |Link to Comment
  • Why Investors Should Buy Qualcomm Instead Of Intel [View article]
    If you want to invest in technology, growth industries, and avoid sectors that lose money, then you need to be buying IBM stock while it is so cheap. You do not have to buy Qualcomm. IBM is a lot cheaper stock and is hanging onto the 200 dma which is a good signal for traders. IBM's dividend is slightly higher. And the PEG for IBM and QCOM is the same. So I see no reason for me to buy a more expensive technology stock than IBM.
    Jun 29, 2015. 11:27 AM | Likes Like |Link to Comment
  • What To Do As Greece Crosses The Rubicon [View article]
    "Puerto Rican Munis have been snuck into a lot of bond portfolios for enhanced yield."...scare tactic which isn't going to work.
    Jun 29, 2015. 11:01 AM | Likes Like |Link to Comment
  • What To Do As Greece Crosses The Rubicon [View article]
    Hedge funds and wealthy people who invested in Puerto Rico may be worried but the rest of us aren't. It's mostly owned by individuals and if you don't own it, you aren't worried. They are talking about not making payments for 5 years. They are hiring the same advisors as Detroit. It is certainly not a risk to me.
    Jun 29, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • What To Do As Greece Crosses The Rubicon [View article]
    Not really. Puerto Rico isn't a state. It's just possibly another municipal default of which is inconsequential to the U.S. economy.
    Jun 29, 2015. 10:11 AM | 6 Likes Like |Link to Comment