europeaninvest

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111 Comments

    • Who's Benefiting from the Agriculture Bust? [view article]
      I concur. The meat producers are starting to look a little more appetizing but we still need some more tenderizer before taking a bite with further corn, soy price drops and easier credit. Oct 05 11:15 AM
    • Auto Stocks: Value Investments Gone Wrong? [view article]
      Exactement. Look at Pilgrim's Pride. It looked cheap but succumbed to high debt. Sep 25 01:38 PM
    • Massive Opportunity to Short the Dollar [view article]
      The world is very worried. Growth slowing across the globe; political uncertainty. Where does one go in an uncertain world: the U.S. Dollar. Also shorting something that has been down so long (six years) is a very foolish bet. Suggest the Euro as a short is smarter. Sep 10 08:45 PM
    • Can Apple Withstand the Financial Sector's Fall? [view article]
      Zach, you seem to be bullish and the stock goes down.
      Now that the stock has dropped you are now bearish.
      Think you'll be wrong again.       Sep 10 02:15 PM
    • General Motors: The Next Delisting from the Dow? [view article]
      I'll make a further prediction.
      GM will be removed from the S and P 500 next year.
      That will affect stock price.       Sep 05 03:59 PM
    • Vale Pushes China for Higher Steel Prices [view article]
      When China goes thru its current inventory and starts to buy again, Vale will improve. Should be within 1 month. Be patient. Sep 05 03:53 PM
    • Dell's Competitive Moves Make Sense [view article]
      Dell has fallen down on the job with its terrible servicing. I've always owned Dells but have gotten frustrated with dealing with service issues in which I am always interacting with people who don't speak English and who know nothing about computers! Sep 01 01:30 PM
    • Brunswick Corporation: Is the Bad News Over? [view article]
      BC last quarter held up with overseas vessel sales. See what is happening with car sales overseas in Europe in French and Italian markets. They are cratering. My guess is that BC sales will slump in Europe paralleling the auto market. Sep 01 01:26 PM
    • Brunswick Corporation: Is the Bad News Over? [view article]
      One wonders whether Brunswick has pushed boats onto dealers who cannot sell them. Next quarter should see whether the pipeline has been choked. Aug 31 09:49 PM
    • Brunswick Corporation: Is the Bad News Over? [view article]
      Analyst expectations for next quarter are declining rapidly per Yahoo:
      EPS Trends Sep-08

      Current Estimate -0.43
      7 Days Ago -0.44
      60 Days Ago 0.04
      90 Days Ago 0.15       Aug 31 09:48 PM
    • Thor Industries: Strength From Weakness [view article]
      I've been trying to short these guys for months but no stock is available. The industry is in such a bad place and their last few quarters awful. If only I could have shorted it, I would have made a bundle. So unfair. Aug 28 03:04 PM
    • Apple: An Antidote to iPhone Complacency [view article]
      poor. Aug 24 04:20 PM
    • McDermott's Wild Ride: What's Next? [view article]
      Actually MDR operating margin is the highest in the infrastructure space. FLR, FWLT, JEC, and lowly SGR are less than 10% and mostly a lot lower. MDR's power division actually had a 15% margin. Aug 19 04:59 PM
    • Pilgrim's Pride: The Weakest Link in the Food Chain [view article]
      Bit off more than they could chew. Aug 18 04:54 PM
    • Pilgrim's Pride: The Weakest Link in the Food Chain [view article]
      Great article. Aug 17 02:16 PM
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