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  • PepsiCo to get real about sugar [View news story]
    Hooray for real sugar. Best bet would be to quit sweetening the products with high fructose corn syrup. Sugar may not be high in the nutrition scheme of things, but HFCS is at the bottom!
    Apr 9 07:53 AM | Likes Like |Link to Comment
  • The wave of the future? [View news story]
    The two stocks that I hold are PM and RAI. PM is down a bit from my price, while RAI is up quite a bit. I do some traveling in Spain during the summer and you cannot imagine the pleasure it is seeing just about everyone lighting up their Marlboros. Some of our heavy smoking relatives have righteously taken up vaping. Some non-smoking relatives and friends have even taken up vaping. My own limited perspective sees vaping as a way to keep people addicted to the whole culture of the cigarette...holding something in your fingers, getting a nicotine fix, "relaxing" with that first coffee or with the evening cocktail.
    Apr 4 08:42 PM | 2 Likes Like |Link to Comment
  • The wave of the future? [View news story]
    I have noted that non smokers are now vaping. Former smokers who had quit the real thing, are back to caping. I suspect that vaping will be a very big thing for tobacco companies. I own two of them, both doing well and giving me lots of dividends; but I aim to add MO very soon. I am a non smoker and only recently decided to add tobacco to my portfolio. Glad that I decided to.
    Apr 2 09:48 PM | 1 Like Like |Link to Comment
  • Realty Income Corporation beats by $0.01, beats on revenue [View news story]
    Please remember to take into consideration all 57 states.
    Feb 14 09:41 AM | 1 Like Like |Link to Comment
  • The International Coffee Organization forecasts coffee production in Central America will shrink 16% during the current growing season that runs from October to September due to a widespread fungus in the region that is wreaking havoc. Though only 10% of the world's coffee comes from Central American countries, it's an important region for many premium blend sellers. Wholesale coffee buyers: GMCR, KRFT, SJM, SBUX, CBOU[View news story]
    I grow coffee in the mountains of the Philippines. Purely as a hobby and for our personal use--and for friends. We have found that the past crop was a lot smaller than normal; but that the presently growing one is rather large. We have had no viruses or molds or any problems at all. We use no fertilizers nor sprays of any sort. I note the crop fluctuations from year to year. I suspect that the more you spray and fertilize the crops, the more you invite disasters of the kind visiting Central America.
    May 16 09:37 AM | Likes Like |Link to Comment
  • Intel (INTC) has begun shipping its Haswell CPUs to OEMs ahead of a launch set for later in Q2, CNET reports. Both Intel and its clients are counting on Haswell's power savings and ability to enable thinner/lighter ultrabooks and convertibles relative to Ivy Bridge systems to give a lift to PC demand, which (from all indications) remained weak in Q1. (JMP report/Intel's response[View news story]
    I think Ashraf, whose articles I always find interesting and well founded, should now expand on his engame comment. I find it incomprehenisble.
    Apr 6 08:12 AM | Likes Like |Link to Comment
  • Monsanto (MON): FQ2 EPS of $2.73 beats by $0.17. Revenue of $5.47B beats by $0.18B. (PR[View news story]
    The amazing power of this company is spelled out not only in its products but also in its ability to embed itself in key governmental places with its former employees. The recent spending bill, HR933 included a biotech rider which affords great legal protections to MON. I bought the stock with the understanding that this kind of thing looks very positive for the company.
    Apr 3 08:38 AM | Likes Like |Link to Comment
  • "Wal-Mart de Mexico (WMT) was an aggressive and creative corrupter, offering large payoffs to get what the law otherwise prohibited," says the NYT in another in-depth investigation into the company. "It used bribes to subvert democratic governance — public votes, open debates, transparent procedures. It used bribes to circumvent regulatory safeguards that protect Mexican citizens from unsafe construction." [View news story]
    Ever try to get anything done (business or private sectors) in Mexico? or in the Philippines? etc etc-- Well, you don't get anything done unless you pay. You don't think that WMT prefers to do business that way? It is a given in many countries. Only the countries themselves can cure this problem. WMT is not the evil one in this scenario.
    Dec 18 08:21 AM | 4 Likes Like |Link to Comment
  • EU food safety regulators say there is no need to reevaluate the safety of Monsanto's (MON) genetically engineered NK603 corn because a study linking the crop to cancer in rats contained serious defects. The EU's decision comes after the French government said last month it would no longer pursue an immediate ban on EU imports of the corn. [View news story]
    The world is increasingly about money now. It costs MON a lot to get its way in the States and the world at large. But in the end, it gets its way. I have been fighting it for years, as well as MSG and Aspartame and other toxic substances. Now I purchase MON stocks on dips and relax. They now are paying me to oppose them. Much better this way. The pittance I give them does not help them at all, methinks. And yes, Rumsfeld has to be considered a murderer.
    Nov 29 02:31 AM | Likes Like |Link to Comment
  • Wal-Mart Stores: Is This My Safe Haven? [View article]
    All I can say is that if I were to buy it this week, its price would drop by 5 in the next month. I think I will keep watching it move sideways for a while. How will this fabulous company's stock do when the "cliff" appears?
    Oct 8 07:08 AM | Likes Like |Link to Comment
  • Is Apple Now A Value Play? [View article]
    I'm always interested in what happens to APL's share prices when it--and all the others--come to "the cliff" that apparently lurks in our near future? It's all to easy to remember those five months when AAPL was floating at below 100.
    Oct 8 07:08 AM | Likes Like |Link to Comment
  • The Supreme Court agrees to hear an Indiana farmer's appeal that challenges the patent rights of Monsanto's (MON) Roundup Ready seeds. MON, whose genetically modified seeds produce crops resistant to herbicide, has required farmers to use the patented seeds only for a single crop and not save the second-generation seeds from the harvest. [View news story]
    My main questions are business/market orientation: suppose California passes the labeling proposition and suppose MON loses at the Supreme Court? What will happen to its stock price and what, if any effect will these items have on its profitability?
    Oct 7 01:36 AM | Likes Like |Link to Comment
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12 Comments
8 Likes