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losbronces

losbronces
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  • Wall Street Breakfast: Must-Know News [View article]
    I agree that single payer is the only way that cost can be controlled and it would further reduce administrative costs. From what I can see, Obama care is the worst way to go about reform (something for everyone is never going to be optimal). Insurance companies, pharma, hospitals and states all got into it and you have a mess. Its not even national, a number of states were exempted. Its also unfunded and will prove a windfall for litigious attorneys imo.

    As you said, we are already paying the health care costs through county hospitals (it may be different in your area) and almost all of that for emergency room service, which is not efficient and causes another set of problems in terms of resource allocation.
    Nov 12 09:29 AM | 2 Likes Like |Link to Comment
  • Ford Is A Buy, Qualcomm's Earnings Potential, And Weekly Market Outlook [View article]
    Those one-time charges are setting up a lower operating cost environment for Ford.
    Nov 4 12:02 PM | Likes Like |Link to Comment
  • Fed boosts speculation about tapering by year-end, stocks slide [View news story]
    Must be stealth hawks, the most dangerous kind...
    Oct 30 08:06 PM | Likes Like |Link to Comment
  • Mikey Forrester...Russian Sailors...Dios Mio [View instapost]
    Not a good translation. He is saying: not until chocolate chips grow on the moon and men's aerosol hygiene products are prohibited.

    Literal translations often miss the mark.
    Oct 25 01:39 PM | 1 Like Like |Link to Comment
  • Men's Wearhouse adopts a poison pill [View news story]
    This has nothing to do with the shareholders. It should be called a management's rights plan.
    Oct 10 11:17 AM | 1 Like Like |Link to Comment
  • Nuance gains on agreement with Icahn [View news story]
    That spike didn't last long. Now down about 2% and approaching 52-week lows.

    Will Ackman short it now?
    Oct 8 10:11 AM | 1 Like Like |Link to Comment
  • 5 Loughts On Thongs...I Mean...No, That's Right [View instapost]
    Thanks for the update Joe. I'm still holding MNKD and IMUC. I've traded IMUC, but have what I consider a full position now. I completed a nice trade off of GTXI, I would have never even looked at that one without your drawing attention to it (or IMUC for that matter).
    Oct 4 09:57 AM | 1 Like Like |Link to Comment
  • Vale's Depressed Valuation Offers Opportunity For Anti-Cyclical Long-Term Investors [View article]
    I agree that Vale has some potential for moving up more quickly than the other members of the big four mining companies (BHP, RTZ and Glencore) due to the Valemax situation and some other moves they've made recently.

    But I expect that Vale will always sell at a discount to those other companies on a valuation basis.
    Sep 28 12:14 PM | Likes Like |Link to Comment
  • Deep value hedge-funder shares long-short picks [View news story]
    And yet Codelco plans to raise premiums for copper next year: http://bit.ly/1bimS6l
    Sep 28 10:03 AM | Likes Like |Link to Comment
  • Vale's Depressed Valuation Offers Opportunity For Anti-Cyclical Long-Term Investors [View article]
    Because Vale can be forced to make investments that don't generate returns for most of the shareholders but satisfy Brazilian government objectives. Just as with Petrobras being forced to build facilities to generate jobs even though they won't contribute to shareholder value.

    That is why people care, and its why Vale and Petrobras sell at discounts to their peers.
    Sep 27 12:19 PM | 1 Like Like |Link to Comment
  • The Most Hated Stock In The S&P 500 Is A Best Of Breed [View article]
    China imports more than 40 million tonnes per year of coal from Australia: http://bit.ly/1byaKgH
    Sep 21 03:25 PM | Likes Like |Link to Comment
  • The Most Hated Stock In The S&P 500 Is A Best Of Breed [View article]
    I agree with your last statement that its too early for buying Joy Global. At some point, there will be a comeback in Joy due to underinvestment in mining equipment, but that could be as much as three years out. I will conceded that they can come back quickly and strongly as we saw in 2010. As the author stated, a buyout is possible, but I understand there had already been discussions between Komatsu and Joy while things were going well in mining and those didn't lead to a buyout. If a takeover happens and you're holding for the long-term you don't want it to happen during the current down-cycle as you won't get the best price.
    Sep 21 09:17 AM | 2 Likes Like |Link to Comment
  • The Most Hated Stock In The S&P 500 Is A Best Of Breed [View article]
    "coal fears are overblown" I don't think that is the case. Many coal projects are on-hold or cancelled.

    If you are a coal miner, I don't think you are buying new equipment anytime soon. You would be looking at used equipment from closed mines and second-life rebuilds to keep capital cost down. At the least, they will be demanding big discounts for new equipment. Good-bye margins.
    Sep 20 06:55 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Well here are the ACS stats with respect to incidence: http://bit.ly/1aU0pw6.

    Breast cancer is the most frequent cancer affecting woman and prostate cancer has the highest frequency in men. I didn't look at the associated death rates, but you can see that breast cancer rate is more than double the lung cancer rate in women. In the case of my mother, she had breast cancer first and then developed lung cancer about five years later. She never smoked. Her death was recorded as a lung cancer death.

    So since breast cancer is more likely to affect a woman than any other type of cancer, I am not seeing the validity of your statement. Are you suggesting that the focus should be on the most likely ultimate, fatal form of cancer rather than the cancer most frequently seen (especially in otherwise healthy non-smokers)? Or are trying to make a joke of it?
    Sep 18 03:59 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Partners: Hedgeye's Error Could Cost You [View article]
    And it worked perfectly for them. Something to think about.
    Sep 18 02:48 PM | Likes Like |Link to Comment
COMMENTS STATS
574 Comments
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