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  • Ross Stores beats by $0.03, beats on revenue [View news story]
    Buying into earnings was a no-brainier after the TJX beat.
    Nov 19, 2015. 04:04 PM | 1 Like Like |Link to Comment
  • Nordstrom -20% AH after big Q3 earnings miss, guidance cut [View news story]
    Some pretty good stocks are approaching buy zones thanks to Nordstrom and Macy's dragging down the whole sector. Getting closer to adding some ROST & TJX but will probably wait until they report.
    Nov 13, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • M&A talk lifts railroads [View news story]
    Any proposal that even hints at economic development or job creation is a guaranteed loser here in the Soviet Socialists' Republic of Oregon, doubly so if it's energy related.
    Nov 10, 2015. 12:56 PM | Likes Like |Link to Comment
  • Healthcare ratings roundup [View news story]
    Nice of GS to give us yesterday's weather forecast. I'm guessing their clients must be finished dumping their VRX shares.
    Nov 6, 2015. 03:05 PM | 5 Likes Like |Link to Comment
  • Omega Healthcare: A Solid Earnings Report Reinforces Its Value [View article]
    Anyone who liked it yesterday must love it today. I'm tempted to add at what's now a 6.9% yield, but my brain is telling me to wait. It's sitting on support at $32, which is also the 52-week low, and I'd like to see it hold but this rate increase tantrum may just be getting started.
    Nov 6, 2015. 02:47 PM | 2 Likes Like |Link to Comment
  • NYT: More oil companies could join Exxon as focus of climate investigations [View news story]
    Of course they'll go after other companies, assuming they get a few dollars out of XOM. They're the test case because they have the deepest pockets. The only guaranteed winners are, as usual, the trial lawyers.
    Nov 6, 2015. 12:00 PM | 2 Likes Like |Link to Comment
  • Big beat on jobs number [View news story]
    64+ is in a long-term uptrend as well. Yet the boomers retiring "en masse" is supposedly why the participation rate is so low.
    Nov 6, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • Altria on watch after Illinois Supreme Court ruling [View news story]
    Good f'ing luck, is all I have to say to any of these ambulance chasers that want to go up against MO's lawyers.
    Nov 5, 2015. 12:14 PM | Likes Like |Link to Comment
  • Why Ross Stores Is No Match For TJX Companies; Buy Any Dip In TJX [View article]
    I just had a quick look and will probably look a little more. ROST & TJX are the only brick & mortar retailers I hold currently, as I know them to be well managed and shareholder friendly. They are also, for me at least, a play on cash-strapped middle & lower middle class consumers (of which there are more than plenty) as opposed to the apparel sector in general, which I avoid more often than not. I prefer longer holding periods and don't want to try and predict what the cool kids will be wearing a year or three out.
    Nov 4, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • Hancock to AIG: Don't count on lifetime employment [View news story]
    We can only hope that the no lifetime employment philosophy will also apply to Mr. Hancock.
    Nov 4, 2015. 03:09 PM | 8 Likes Like |Link to Comment
  • Why Ross Stores Is No Match For TJX Companies; Buy Any Dip In TJX [View article]
    Happy to own both. The yields are substandard but the divided growth rate is phenomenal and the payout ratios are still very low for both companies.
    Nov 4, 2015. 02:47 PM | Likes Like |Link to Comment
  • Amgen Continues To Deliver [View article]
    My quarterly dividend payment will be more than double, from 47c to $1 if next year's raise is delivered as promised, from when I first bought a mere 2.5 years ago. I'll take that all day.
    Nov 4, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • How Microsoft Trumped Apple And Why It Will Continue To Do So [View article]
    Analyst predicts Samsung will exit smartphone market in five years. Who wouldn't pay a nickel to see a debate between the esteemed author and this guy?
    Nov 4, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Regeneron Pharmaceuticals beats by $0.27, beats on revenue [View news story]
    It's run up pretty hard the last month. Maybe a good time to BTD.
    Nov 4, 2015. 11:00 AM | Likes Like |Link to Comment
  • Premarket Biotech Digest: Tax Inversion Deals, Gilead's HIV Franchise, AbbVie's Outlook [View article]
    ABBV has had one amazing run, up about 40% from last week's intraday low. Thankfully I had the stones to hold but unfortunately not to add.

    An aside, file this under the category of "you can't make **** like this up". ABBV, GILD's only competitor in HCV, announces a significant problem with its product. Since the announcement: GILD +8% ABBV +18%.
    Nov 2, 2015. 12:42 PM | 1 Like Like |Link to Comment