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  • Are We Expecting Too Much? Estimating Long-Term Market Returns, Part 1 [View article]
    Pension funds State and City levels predict returns in the 6 to 9% range. Yet then they fail to make required contributions. Based on where the market is 2-4% seems about right. Control debt and spending and the things you can control and life can be good. Appreciate your insights. Good article.
    May 26, 2015. 02:32 PM | Likes Like |Link to Comment
  • Why Lowe's Stock Will Outperform Home Depot From Here [View article]
    I prefer and own HD, more private label doesn't mean more sales. HD store is preferred by builders, professionals. Out performs Lowe's on per store sales. Growth is better and seems to hit forecasts. Small boom for home builders is underway HD is better buy.
    May 25, 2015. 08:25 AM | 1 Like Like |Link to Comment
  • See No Evil: What We Chose To Ignore In The April Jobs Report [View article]
    The less then 30 hour jobs are the biggest part of the employment gains. The loss of 252K full time jobs should be a shock that remains unreported. The reaction of employers to Obama care was foreseen by astute forecasters. One thing that the President must be sure of is he has built the less then 30 hour job market I hope he is not proud of it.
    May 14, 2015. 12:40 PM | 7 Likes Like |Link to Comment
  • Bank of England: How come Berkshire not a SIFI? [View news story]
    More members of the 1% club own BRK then any other stock?
    Apr 21, 2015. 07:51 AM | Likes Like |Link to Comment
  • WSJ: Corzine considers launching hedge fund [View news story]
    A Fool and his money are easily separated, Corzine the real evil 1% sees opportunity and a Justice department that will not go after him.
    Apr 20, 2015. 08:37 AM | 2 Likes Like |Link to Comment
  • Why Investors Should Take A Pass On This Former Dividend Aristocrat [View article]
    One thing I try to do is tip in cash, when you add it to the credit/debit card the person your tipping becomes partners with the IRS. It can mean a lot of difference to waiters, hairdressers, barbers, etc.
    Apr 10, 2015. 01:15 PM | 2 Likes Like |Link to Comment
  • Target's Efforts To Secure Long-Term Positive Performance Earn Stock A Bullish Thesis [View article]
    The problem I see at TGT is they have lost the reason people shop there. The fashion sense, the unique items, special buys?

    The food store has taken a lot to get going and it's not a place I want to take my weekly food buy.

    The Canada disaster has to make you wonder what kind of planning did they do and how could they not have inventory on the shelves in this day and age in Canada?
    Apr 7, 2015. 11:23 AM | Likes Like |Link to Comment
  • Lafarge, Holcim cement $44B merger [View news story]
    What will happen to the price of cement in Europe? Competition will be greatly reduced. I don't think this merger would be in the public interest.
    Mar 20, 2015. 07:44 AM | Likes Like |Link to Comment
  • Hhgregg: Important Nuggets From A Noisy Earnings Report [View article]
    Exiting mobile a good decision writing down auto centers a good part of impairment charge cost of labor will be reduced. Part of the problem stems from expansion into CC locations stretched retail management talent. If any company can come back HHG should be able to. Much better margins in furniture. CE business is very tough for everybody.
    Mar 10, 2015. 09:57 AM | Likes Like |Link to Comment
  • Kinder Morgan: Has The Worm Turned Once Again? [View article]
    KMI has political strength the EPA will not go after them. How Keystone can continue to be blocked is beyond imagination. Unions, most citizens, the effected states all want it to happen. Yet the EPA study is in it's sixth year. I am long KMI and believe they have a good working model.
    Mar 4, 2015. 01:59 PM | 2 Likes Like |Link to Comment
  • Last Week's Rise In Jobless Claims Is Good News...Really [View article]
    Gallup called the unemployment reports one big lie I believe it was correct. As a percentage of American's the lowest number ever are working. FT jobs for people trying to start careers are frankly not there.
    Feb 6, 2015. 07:59 AM | Likes Like |Link to Comment
  • Sherlock Holmes Encounters J.C. Penney [View article]
    JCP probably has too much debt, all the shoppers didn't come back. Loyalty must be earned, the merchandise available is quality, we find ourselves buying at JCP. Ron Johnson didn't understand apparel retail Apple stores are unique his plans didn't translate people like thinking they are saving 40%.
    I believe the traffic count is up, sales will be up, will it be enough I hope so. Mr. JCP should hang around Mr. Sears should close the door.
    Jan 4, 2015. 08:51 AM | Likes Like |Link to Comment
  • Boeing Or Airbus: Whose Product Line Is Shaped Better For The Future? [View article]
    China will begin to produce products to compete with both. They will offer financing that Boeing and Airbus will nor be able to meet unless they get government aid. The market for regional jets I expect will be larger.
    Dec 19, 2014. 03:54 PM | Likes Like |Link to Comment
  • At the close [View news story]
    what job growth 2 part time jobs replacing one full time. Look at the job ad's it's not pretty. Obama care 29 hour or less jobs.
    Oct 7, 2014. 04:40 PM | 4 Likes Like |Link to Comment
  • McDonald's Is Still A Fantastic Dividend Stock [View article]
    The things MCD can't fix, spending money for the consumer is tight. Cost of beef, labor and product keep going up. New minimum wage laws will make it difficult for stores to hold prices. Pizza and party stores now accepting EBT cards believe it or not that impacts. War on soft drinks, fast food, calories never let's up. Law suits fight in parking lot results in award against MCD in the millions.
    MCD is a great American company that has provided millions of jobs. I wish them success but the bar keeps being raised.
    Aug 15, 2014. 08:39 AM | 1 Like Like |Link to Comment