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  • Can Disney's Valuation Support A Sustained Move Past $100? [View article]
    People will likely chase Disney.
    Feb 5, 2015. 11:39 AM | 3 Likes Like |Link to Comment
  • Homebuilders on the rise after Pulte and Ryland results [View news story]
    Ryland has earned a Buy rating at Zacks.
    Feb 5, 2015. 11:31 AM | Likes Like |Link to Comment
  • Today's Market: Mergers And Acquisitions Driving Markets And These Stocks Higher [View article]
    Les Moonves as done a much better job with CBS. CBS shares have climbed 136 percent since it was split from Viacom in January 2006. And it has much higher to go. I see no reason to merge these two companies as the shareholders would be dilluted. After all the split was to create value. And that is what it has done. Viacom is up 61 percent over that same period. The only people who will win are the M&A banks. There is no reason at all for the trusts to want this. I always think it is a shame that M&A predators take advantage of someone's death.
    Feb 5, 2015. 11:03 AM | 1 Like Like |Link to Comment
  • Disappointed I Didn't Buy Disney Before Earnings [View article]
    I wouldn't chase it here. There will be some event that causes a dip in the market. Look at last October. When it happens you need to be ready. I believe the traders traded the S&P down 9.9%. That's why no one trusts the market in general and think it is rigged.
    Feb 5, 2015. 10:35 AM | 1 Like Like |Link to Comment
  • Velveeta lives to fight another day in dollar stores [View news story]
    Kroger's brand is cheaper so that may be hurting them. We like the white cheeses better than the yellow. The white cheese makes an excellent cheese sauce that looks homemade mixed with milk. And the white cheese with jalapenos makes a restaurant-style cheese dip.
    Feb 5, 2015. 10:30 AM | 2 Likes Like |Link to Comment
  • Ontario sells remaining stake in GM [View news story]
    Most governments make bad decisions. They could have made a lot more money by just holding the shares and collecting the dividend.
    Feb 5, 2015. 10:26 AM | 2 Likes Like |Link to Comment
  • My Best Idea For 2015 - American Airlines [View article]
    Like I said, when oil goes up, airlines go down. I do think this is short-term though. If you look, people are buying airlines on weakness. It wouldn't surprise me at all, if airlines were up tomorrow and oil was down. Eventually the correlation will fall between the two, oil will stop with the big moves, and airlines will continue the climb higher.
    Feb 3, 2015. 02:13 PM | 2 Likes Like |Link to Comment
  • Goldman: Fast pace of buybacks to continue [View news story]
    This ETF is rather slow to add stocks to their portfolio. You probably should do your own research to buy stocks that have announced significant buybacks. AAL is doing $2B in buybacks by 2016 which is 5.8% of their outstanding shares. And they are likely to raise the dividend. The P/E is 12.4%. Oil is not going back to its high so airlines are going to do quite well going forward and AAL's earnings are expected to grow 82% in 2015. Current quarter's estimate is $1.81 while a year ago it was $.54. If they raise the dividend, the bottom will be behind us. And yesterday some bullish options trading.
    Feb 3, 2015. 11:48 AM | Likes Like |Link to Comment
  • Oil Stocks May Be A Big Win In 2015 [View article]
    You can diversify and own both SLB and AAPL.
    Feb 3, 2015. 11:24 AM | 6 Likes Like |Link to Comment
  • Is Disney Poised To Beat The Whisper Number? [View article]
    Disney is the second most shorted stock in the DJIA. And the shorts have been losing. So I think Disney will pop again on earnings with either a meet or beat for the 15th straight quarter.
    Disney's stock has beautiful 3-yr chart. People like to own the stock.
    Feb 3, 2015. 11:19 AM | 4 Likes Like |Link to Comment
  • Goldman: Fast pace of buybacks to continue [View news story]
    Apple and IBM are new additions to PKW. You could just buy those two stocks and collect the dividend. In terms of portfolio weight, Apple is #1 and IBM is #3. Apple has a P/E of 16 and IBM has a P/E of 9.9.
    Feb 3, 2015. 11:02 AM | Likes Like |Link to Comment
  • General Motors January U.S. sales [View news story]
    Chevy and GMC are doing very well in the USA. GM is a buy right here. It should go back to $40.
    Feb 3, 2015. 10:53 AM | 4 Likes Like |Link to Comment
  • Lennar Looks To Be The Best Value In The Homebuilding Sector [View article]
    I like Ryland. It's cheaper on a P/E basis. Both have a lot of short interest. Bulls should really press the shorts. Ryland only has 46.1M shares outstanding.
    Feb 3, 2015. 10:34 AM | Likes Like |Link to Comment
  • IBM hikes Rometty's compensation for 2015 [View news story]
    One thing I know for sure is the board will not be voting my shares.
    Feb 2, 2015. 09:34 AM | 4 Likes Like |Link to Comment
  • IBM Will Provide Healthy Growth In High-Margin Businesses [View article]
    13 Things to know about the new IBM mainframe z13.
    Jan 30, 2015. 02:49 PM | 1 Like Like |Link to Comment