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mike8599

mike8599
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  • In addition to all of J.C. Penney's (JCP) other problems, the retailer is facing lawsuits worth millions of dollars from contractors over its failure to pay for store upgrades. While the sums involved are relatively small, the litigation appears to provide further insight into the operational state that JCP had fallen into under ousted boss Ron Johnson and the task that new CEO Myron Ullman has taken on. [View news story]
    did you submit a resume?
    Apr 30 03:14 PM | Likes Like |Link to Comment
  • In addition to all of J.C. Penney's (JCP) other problems, the retailer is facing lawsuits worth millions of dollars from contractors over its failure to pay for store upgrades. While the sums involved are relatively small, the litigation appears to provide further insight into the operational state that JCP had fallen into under ousted boss Ron Johnson and the task that new CEO Myron Ullman has taken on. [View news story]
    destroyed by Ackman?
    Apr 28 10:50 AM | Likes Like |Link to Comment
  • Amazon's A Momentum Darling; Here's 12 Reasons That Momentum May End [View article]
    If they both didn't hold short positions in AMZN I would agree. But I have hard time separating the perception of lopsided data with any objectivity given they profit from talking the stock down.
    Apr 25 10:08 AM | Likes Like |Link to Comment
  • Procter & Gamble Earnings Show Significant Challenges Ahead [View article]
    Very comprehensive & objective - the good and bad. I do not get alot of comfort that the jobs cuts being ahead of schedule is the best thing they have going for them.

    Past significant P&G growth came from innovation and globalization (organic growth) not from work force reduction.
    Apr 24 09:10 PM | Likes Like |Link to Comment
  • Heard during Procter & Gamble's (PG -4.8%) earnings call: 1) The company admits some missteps in emerging markets by expanding too quickly in key product areas. 2) On market share, while U.S. and China look strong, execs admit that it has pockets around the world where it's slipping. Beauty and skin care is mentioned as an under-performing category. 3) Competitive launches by rivals seem to have impacted results, but the company maintains new innovation (pet care, Duracell, etc.) will help it take back market share. 4) P&G sees buying back $6B in stock this year, at the high end of its previous forecast. (webcast[View news story]
    The stock has been stagnant for 10 years. If you're ok with a 3% annual return go for it. I got tired of falling behind.

    Stock buybacks looks like the only stock price driver - they announce one every 6 mo. it seems.
    Apr 24 10:52 AM | Likes Like |Link to Comment
  • California may face its biggest regional power shortages since the days of Enron this summer, as the state grid will be operating without Edison's (EIX) San Onofre nuclear power plant and two natural gas-fired units, while hydroelectric output will be at a three-year low. Even bigger shortages may await in the next decade as state environmental regulations force more plants to shut down. [View news story]
    The EPA wants a big heat sink than the Pacific Ocean ?

    They are warming the ocean.
    Apr 23 12:02 AM | Likes Like |Link to Comment
  • California may face its biggest regional power shortages since the days of Enron this summer, as the state grid will be operating without Edison's (EIX) San Onofre nuclear power plant and two natural gas-fired units, while hydroelectric output will be at a three-year low. Even bigger shortages may await in the next decade as state environmental regulations force more plants to shut down. [View news story]
    Everyone is leaving Ca anyway... should be plenty of power leftover.
    Apr 21 05:54 PM | 1 Like Like |Link to Comment
  • ComScore Is Reporting A Severe Slowdown In Amazon.com Web Traffic [View article]
    Again - not debating whether or not AMZN is a worthwhile investment risk - that depends on alot of factors as well personal tolerance.

    In the article above there are no data points to support why AMZN Comscore data may be trending down. Also, to say it is trending down but not to say it had over 100 million unique pageviews in the later part of year is a bit sloppy. Generally Paulo is doing what company does and make numbers tell the story he wants to tell rather than report objectively.
    Apr 15 12:09 PM | Likes Like |Link to Comment
  • ComScore Is Reporting A Severe Slowdown In Amazon.com Web Traffic [View article]
    I am not debating whether or not AMZN is a buy or sell. AMZN has many business models in which you can assign value, it is a very diversified company.

    My primary concern is that an author's financial position and therefore viewpoint is skewing the facts, and statements like: "Even as the market screams higher, more and more signs pile up showing Amazon.com's substantial slowdown" which are based on trending short term data in a possible global slowdown and that takes into account only data that supports his position.

    He does a disservice to folks by not providing a balanced picture. But I suppose if you do have a short position in AMZN reading Paulo's articles will make you feel good.
    Apr 15 11:21 AM | Likes Like |Link to Comment
  • ComScore Is Reporting A Severe Slowdown In Amazon.com Web Traffic [View article]
    Paulo yes I have a problem with your data - it goes back only two years and doesn't take any other economic stats into consideration such as the AMZN total market share of online retailing.

    Comscore quotes: In the lead up to Christmas, the online retail category attracted 49.5 million unique visitors in Germany, 39.9 million in France and 39.6 million in the UK during November 2012.

    I'm puzzled why you choose to conclude with the US and Japan particularly at a time when alot of economic indicators are volatile.

    http://bit.ly/VRemxv
    Apr 14 11:25 PM | Likes Like |Link to Comment
  • ComScore Is Reporting A Severe Slowdown In Amazon.com Web Traffic [View article]
    Paulo you been doing a short AMZN tirade about once a week - Apr 1, Apr 8, Apr 14, and before that Mar 13th..... and on.

    You really seem to have lost all objectivity.
    Apr 14 08:05 PM | 1 Like Like |Link to Comment
  • ComScore Is Reporting A Severe Slowdown In Amazon.com Web Traffic [View article]
    Yes Paulo everyone knows you continue to do research to support your AMZN short position and then you feel obligated to tell us. Thanks again.

    Take a break from AMZN and write about something you don't have a position in.
    Apr 14 01:56 PM | Likes Like |Link to Comment
  • With their healthcare costs ballooning, many companies have started to penalize fat employees with regards to healthcare coverage, raising all sorts of legal, privacy and discrimination questions. Michelin North America, for example, plans to cut healthcare credits for staff who fail to meet requirement for waistline and other metrics, and don't sign up to health programs. Other companies making similar moves include Mohawk (MHK), CVS and Honeywell (HON). [View news story]
    Donut Thursday - that's hilarious.... don't tell me - you work for a healthcare provider.
    Apr 9 09:12 PM | Likes Like |Link to Comment
  • With their healthcare costs ballooning, many companies have started to penalize fat employees with regards to healthcare coverage, raising all sorts of legal, privacy and discrimination questions. Michelin North America, for example, plans to cut healthcare credits for staff who fail to meet requirement for waistline and other metrics, and don't sign up to health programs. Other companies making similar moves include Mohawk (MHK), CVS and Honeywell (HON). [View news story]
    yes they can - but that isn't the point. Obesity can be cause by something other than bad habits.
    Apr 9 09:11 PM | Likes Like |Link to Comment
  • With their healthcare costs ballooning, many companies have started to penalize fat employees with regards to healthcare coverage, raising all sorts of legal, privacy and discrimination questions. Michelin North America, for example, plans to cut healthcare credits for staff who fail to meet requirement for waistline and other metrics, and don't sign up to health programs. Other companies making similar moves include Mohawk (MHK), CVS and Honeywell (HON). [View news story]
    Nope - not all the time... it's that kind of thinking that leads us to a one-size-fits-all mentality.

    do alittle research
    Apr 9 09:09 PM | Likes Like |Link to Comment
COMMENTS STATS
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