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  • Buy The Volkswagen Contagion? [View article]
    Volkswagen depends on China for most of their profitability, way more than GM. GM gets a huge piece of their profit in the USA and in US dollars. This story on Volkswagen is going to go on for a very long time. The costs are not known. You can read Fitch's opinion here.
    Fitch Places Volkswagen AG (VLKAY) on Watch for Ratings Cut
    If China decides to make an example out of VW, the financial repercussions for the company will be enormous.
    Populism is very much on the rise in the USA. I just don't think there is anything Volkswagen can do in the short term to make Americans buy their cars going forward. And I think any other car manufacturer who has installed this software is going to regret it. No one is going to want to merge with Volkswagen and take the hit. Shareholders of other companies would not approve the merger.
    So who do you think is going to benefit from global car sales going forward? I think it will be GM. GM is now highly monitored and regulated by the US government's agencies and is investment-grade with a stable outlook.
    I live in a wealthy city where because of the prestige, people drive foreign cars. However since the new GM, I have seen more people drive new Buicks, Chevys, and Cadillacs, especially SUVs. If they are buying them where I live, that says a lot. Recently I have seen brand new Chevy Camaro convertibles, and this would have been unheard of in the past. Toyotas and Hondas look old in comparison to the new GM cars.
    Sep 23, 2015. 11:25 AM | 6 Likes Like |Link to Comment
  • What IBM Looks Like With A 15 Multiple [View article]
    Watch the live demo at
    where Watson has digested the entire Wikipedia and tells you it is a reliable source. John Kelly says Watson is the next phase of computing and already is the industry standard. Very enlightening interview at Disrupt SF. Begins around 2:19 in the clip.
    Sep 21, 2015. 04:01 PM | 1 Like Like |Link to Comment
  • Are We On The Precipice Of Another 2008? [View article]
    First-half foreclosure starts 2015 were at their lowest level in any year since RealtyTrac began tracking in 2006 — a 10-year low.

    “U.S. foreclosure starts have not only returned to pre-housing crisis levels, they have fallen well below those pre-crisis levels and are still searching for a floor, down 4 percent from a year ago,” said Daren Blomquist, vice president at RealtyTrac. “Loans originated in the last five years continue to perform better than historic norms, with tighter lending standards and more cautious borrower behavior acting as important guardrails for the real estate boom of the past three years.”

    There were 19 states where foreclosure starts in the first half of 2015 were at or below their pre-crisis levels of 2006, including California, Florida, Arizona, Georgia and Illinois.
    Sep 12, 2015. 11:23 AM | 3 Likes Like |Link to Comment
  • Are We On The Precipice Of Another 2008? [View article]
    "The Banking System is Far Healthier

    By late 2007 and mid 2008, banks' credit default swaps were surging and many had already blown out to record highs. The largest banks in the USA were all seeing substantial moves in CDS well before the panic struck in 2008. "

    What I would like to know is what has been done to curtail risk created by the big banks? I don't think voters are going to put up with this again.
    Sep 12, 2015. 10:09 AM | 3 Likes Like |Link to Comment
  • Are We On The Precipice Of Another 2008? [View article]
    States balance their budgets every year and many of them, including my state of TN, have seen their credit ratings improve. Moody's has assigned TN's GO bonds the rating of Aaa, the highest credit rating there is.
    Sep 12, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • Content Licensing Will Be A Key Driver For CBS's Future Growth Amid Changing Media Landscape [View article]
    This article is interesting and says that
    "Wednesday September 2, 2015 4:14 PM PDT by Juli Clover
    CBS Sports this week announced it will expand its streaming NFL coverage on the Apple TV, with plans to stream two regular season games, four playoff games, and Super Bowl 50.

    The games will be available on laptops, computers, and tablets via, in addition to being available on connected television devices like the Apple TV, Roku, Xbox One, and Chromecast. Games will be streamed live and will be free to watch, with no cable authentication required. "

    Advertising dollars on digital media.
    Sep 11, 2015. 03:59 PM | Likes Like |Link to Comment
  • 8 Iconic American Companies That Have Been Hurt By The Strong Dollar [View article]
    When the market gives you lemons, make lemonade. In other words, buy stocks that are at a value because of the strong dollar. It won't be this way forever. Find cheap stocks to buy when they are thrown out...after you do your research of course.
    Sep 11, 2015. 01:31 PM | 1 Like Like |Link to Comment
  • Stocks: Where Do We Go From Here? [View article]
    During the last recession, the only DJIA stocks that had positive returns were IBM, WMT, and MCD. I don't think we are headed into a recession in the USA. But you may want to find similar stocks to buy if you believe we are. None of these are utilities or staples.
    Sep 11, 2015. 10:50 AM | 7 Likes Like |Link to Comment
  • The Sucker Yield Smack-Down [View article]
    Don't see a mention of HTA. Has anything changed?
    Sep 11, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • Stocks: Where Do We Go From Here? [View article]
    Buy your stocks in any big correction. Hopefully they will fill the orders. Consider buying value large caps. There is a great discrepancy in the market between growth and value.
    Sep 11, 2015. 10:25 AM | 3 Likes Like |Link to Comment
  • Premarket Biotech Digest: More On Cancer Hallmarks, Piper Jaffray Overly Bearish On MannKind, Gilead Prices Debt Offering [View article]
    Not sure why PFE has outperformed MRK the last 1 and 5 yrs. I sold out of MRK last year. Still holding PFE. I've noticed a lot of volume and buying on weakness of PFE every time I check WSJ.
    Sep 11, 2015. 10:13 AM | 2 Likes Like |Link to Comment
  • Why Amazon At $500 Is Not Like Apple At $700 [View article]
    It's a bubble when the price of the holdings cannot be justified. Look them up yourself.
    Sep 11, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • Content Licensing Will Be A Key Driver For CBS's Future Growth Amid Changing Media Landscape [View article]
    CBS is one very cheap stock to have such a diversified business. If they can stream sports, watch out Netflix. People will stream different games to their devices and attempt to watch all of them.
    And Colbert's interview of Biden last night is one of the best interviews I've ever seen, questionably more touching than my expectations from either of them, and clearly very real. With the political climate, Colbert will be a gold mine for CBS.
    Sep 11, 2015. 09:39 AM | Likes Like |Link to Comment
  • Kroger: Click-And-Collect This Stock [View article]
    I think I pointed this stock out when it was $12. Too bad I didn't hold on. Kroger is doing well because food commodities have gone down and the consumer is doing well. It's not really that defensive because if Wall Street forces us into another recession with the stock market volatility or some other fear gage like they did with the fraudulent libor scare, then it will go down just like the rest of the market. Then the economy may freeze up again. At some point though, people will not pay any attention to CNBC. Then if the stock market crashes in October, they will buy stocks and not wait until they are at their highs. On Aug 24, you could have bought KR for $33.53. Maybe you can attempt to do this again in October.
    Sep 11, 2015. 09:29 AM | Likes Like |Link to Comment
  • Why Amazon At $500 Is Not Like Apple At $700 [View article]
    If you own that internet ETF FDN you better sell that too. Unfortunately Google will go down when that bubble pops. So just make sure your stock isn't in that ETF. When the internet bubble popped in the 90s people lost a lot of money.
    Go to Mon Aug 24 and see what the FDN opened on Aug 24. I believe it was below $50, maybe below $45.
    Sep 11, 2015. 09:07 AM | 1 Like Like |Link to Comment