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  • Coca-Cola's Decade-Long Struggle To Fix Its Declining CSD Business [View article]
    Very good article.

    I cannot imagine going more than 1 day without drinking Coke classic. I am 46 but I will feel 150 years old if there will ever come a time where I can't buy it every day because it's not popular enough to stock. I can deal with the world of 3 big tv networks and black an white bubble screen square crt TVs being a long forgotten memory but I will not be able to deal with that.

    I would buy a machine that serves me coke if it doesn't cost more than 10 percent more per liter. Those little pod containers are not recyclable plastic yet either and the 2 liter bottles are. In any case it It looks like it's at least a year or three away though.
    Apr 7 04:20 PM | Likes Like |Link to Comment
  • Rising Risks For Dividend Growth Investors [View article]
    There is plenty of support left for dividend growth stocks. Baby boomers retiring every month.
    Mar 28 04:45 PM | 9 Likes Like |Link to Comment
  • Get Out Of Bitcoin Now [View article]
    I can tell you from years of observation that the feeling of being "amazed" that the price of something with no fundementals is holding up is always your gut telling you of imminent collapse.
    Feb 25 01:34 PM | 7 Likes Like |Link to Comment
  • Microsoft's Perfect Storm [View article]
    Well windows 8 in the enterprise space is not going to happen. Those enterprise machines that have xp will come up to 7 and then wait for Winows 9 or 10 or 11 or higher. That's good for Microsoft in the short term. Microsoft had an opportunity to bring them up to 8 instead and dropped the ball. But it's money for Microsoft either way.
    Feb 18 03:54 PM | 1 Like Like |Link to Comment
  • Dendreon: The Time Is Now [View article]
    Dendreon is an exotic niche product (like CRY) until they have revenue that exceeds 150 million (and that is being kind) per quarter. As an exotic niche product the stock will be range boud around 5 bucks forever.

    The article is ok except for "darling". That adjective is off the table indefinately
    Feb 18 02:01 PM | Likes Like |Link to Comment
  • 3 Big Decisions For Microsoft's New CEO [View article]
    Netflix got into trouble for trying to shut down the dvd part of the business too soon. That issue would have been sticky for Microsoft to own as well.

    Netflix and Xbox One together would have been great though.

    I think they should sell bing and keep Xbox One. There's too many possibilities with Xbox One to let it go now.
    Feb 10 02:17 PM | Likes Like |Link to Comment
  • The Misfortunes Of The Big 4 In China [View article]
    Agreed. It's quite surprising to see an actual sanction brought along with the verbal rebuke. I guess some big fish got nicked deep by the last several chinese company scandals.
    Jan 28 04:34 PM | 3 Likes Like |Link to Comment
  • Dendritic Cell Vaccines: A Look Back At Clinical Trials Since 1999 [View article]
    interesting roundup.

    I wouldn't say that dendritics have failed as a class either. I would say though that Dendreon has shown that these treatments are exotic and exensive to deploy. Exotic treatments don't grow quickly. Of course if one of these stopped a cancer in it's tracks permanently....then no one would care about expense or logistics.
    Jan 2 12:50 PM | 1 Like Like |Link to Comment
  • Millions of tons of metal stored in "shadow warehouses" [View news story]
    WSJ writes this article every year. There's a big steel company near my neighborhood. They store LOTS of product on site too. Good luck guessing what it means for pricing. One day it could all move to market and dent prices or it just might sit there for several years doing exactly nothing.
    Dec 27 01:13 PM | 1 Like Like |Link to Comment
  • Taking Strategic Tax Losses [View article]
    Outstanding article.

    I like to have dry powder around every year to buy good companies' shares from tax loss sellers. I don't begrudge the tax loss sellers though. It's one tool in their toolbox and there is nothing wrong with it.
    Dec 26 11:48 AM | Likes Like |Link to Comment
  • Fed to taper $10B per month [View news story]
    I am surprised they showed the spine and started it now. Gradual wind down is good. It's all good.
    Dec 18 02:55 PM | 1 Like Like |Link to Comment
  • Astounding Retail Sales Justify Fed Tapering [View article]
    I agree that tapering is justified now. Starting the taper is not going to be the very first thing on Yellen's list though. Maybe at the end of February when she's settled in. I'm not betting on QE or taper. I'm just trying to pick stocks that benefit from all the traffic I see.
    Dec 13 07:26 PM | 2 Likes Like |Link to Comment
  • Lockhart: Taper on table next month [View news story]
    So Lockhart thinks that right before he leaves Ben kicks off the no. And maybe Lockhart thinks Yellen's first official act should be to kick off the taper in no. Fool me 25 times.....
    Nov 12 02:40 PM | 3 Likes Like |Link to Comment
  • Does It Make Sense To Implement The Taleb Portfolio? [View article]
    Good article.

    I've thought a lot about that strategy. Ben Graham stated it in a different way. I'm paraphrasing but the idea was that speculation is bad so if you just can't help yourself then value invest in your main portfolio and completely separate your speculation monies into another location and have fun and never those portfolios shall meet.
    Nov 1 02:58 PM | 1 Like Like |Link to Comment
  • Treasurys tumble after fast Chicago PMI report [View news story]
    All summer in the Twin Cities (Minnesota) traffic on the main highways was heavy with cars and loaded semi trucks. Foot traffic in the Mall of America was heavy. Plenty of building construction going on too. No surprise in that number for me.
    Oct 31 12:17 PM | Likes Like |Link to Comment