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  • Wall Street Breakfast: Must-Know News [View article]
    The protesters are angry about a range of economic issues, including - very surprisingly - the huge sums spent on next year's soccer World Cup....
    It's only surprising to someone who has no clue about Brazil or its people. Yes, Brazilians are more passionate about soccer than probably anywhere else in the world, but the increased ticket prices at the newly renovated stadiums are going to prevent a large number of the passionate public from attending post-world cup events. Meanwhile the country's infrastructure is among the worst in the world. Public education is in a very sorry state. Public hospitals are significantly understaffed and overwhelmed. Public safety is a rising concern as violent crime has climbed significantly over the past couple years. Not to mention the overwhelming corruption throughout the government. So yeah, it must be "very surprising" that the Brazilian people wouldn't want their tax money funding some of these issues instead of hosting the World Cup...
    Jun 21 08:55 AM | 6 Likes Like |Link to Comment
  • See The Potential In Netflix [View article]
    Monopoly: The exclusive possession or control of the supply or trade in a commodity or service.
    - The only monopoly involving Netflix is their future monopoly on providing streaming Disney content. NFLX is definitely the exclusive supplier nor does it control the supply of streaming content.
    Oligopoly: A state of limited competition, in which a market is shared by a small number of producers or sellers.
    - Maybe NFLX is an oligopoly depending on one's definition of "limited competition." But even at this point it would be difficult to really give NFLX this honor considering the number of streaming options already available and the continually increasing competition.
    Dec 8 09:19 PM | Likes Like |Link to Comment
  • See The Potential In Netflix [View article]
    Barriers to entry? Even Toys R Us has a streaming service....
    Dec 7 08:14 AM | 2 Likes Like |Link to Comment
  • Market recap: Stocks bounced to modest gains after lawmakers offered somewhat optimistic remarks following a fiscal cliff meeting with Pres. Obama. But trading was light in a day where the news gaining the most attention was the apparent demise of Hostess Twinkies. Treasury yields slipped to their lowest since August; the dollar rose to two-month highs. NYSE gainers led losers seven to five. [View news story]
    I'm sure it didn't help that the company got loaded up on debt so the hedge fund and investment bank owners of Hostess could pay out hefty dividends to themselves instead of adequately investing / re-investing in the company.
    Nov 16 05:15 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Really? Brazilians fatter than Americans? Either you've been out of the US too long or you haven't spent enough time in Brazil.
    Oct 10 10:02 AM | Likes Like |Link to Comment
  • At the open: Dow +1.48% to 12789. S&P +1.73% to 1352. Nasdaq +2.02% to 2907.
    Treasurys: 30-year -0.96%. 10-yr -0.43%. 5-yr -0.23%.
    Commodities: Crude +5.32% to $81.82. Gold +2.97% to $1596.45.
    Currencies: Euro +1.88% vs. dollar. Yen +0.22%. Pound -1.09%.  [View news story]
    Roar higher? Their up less than 2%. The market perception must really be awful if being up 1.5% at the open is "roaring"...
    Jun 29 10:02 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Woo hoo! Europe is fixed again! Finally! I'm sure this is just a big suckers rally based on a whole lot of short covering. Here's to the great European hope...
    Jun 29 08:23 AM | 5 Likes Like |Link to Comment
  • Thursday Thrust: Do We Have Enough Fuel To Fight Dollar Gravity? [View article]
    Phil, where do you get your dollar values? Is the 83 (or 88 or 80 or whatever) based on USD per EUR or some other currency?
    May 31 11:09 AM | Likes Like |Link to Comment
  • How The Media Is Wrong About Facebook's IPO [View article]
    Investors making a return on investment in just one day or even a few hours? I think you're confusing investing with trading...People buying into the IPO with the hope of cashing out on a big "pop" were not investing, they were speculating.
    May 21 09:51 AM | 6 Likes Like |Link to Comment
  • Nuance's Siri-ously Unprecedented Demand [View article]
    Does the fact that goodwill & intangibles make up over 60% of their assets worry you at all?
    May 11 03:29 PM | Likes Like |Link to Comment
  • Is Green Mountain Coffee's Inventory Approaching Toxic Levels? [View article]
    Good thing you didn't consider Sam's analysis valid. I'm sure you're laughing all the way to the bank now...
    May 2 08:44 PM | Likes Like |Link to Comment
  • Abercrombie & Fitch: The Dog Of Retail [View article]
    Short-term I agree that ANF is on a decline. As you noted international demand is far higher than domestic. I'm living in Brazil and ANF is one of the most sought after brands to be seen in for everyone between 15 and 45; however, there are NO stores down here. International growth will be key to ANF, but it's a matter of how fast they can grow internationally and if they can do it before the anti-ANF sentiment spreads outside of the US.
    Apr 26 11:29 AM | Likes Like |Link to Comment
  • Organovo's 3D Bioprinting: A Win For Pharmaceuticals? [View article]
    Looks like another pump and dump article (sarcasm intended...)
    Mar 22 01:56 PM | 1 Like Like |Link to Comment
  • 2 Reasons Why I'm Bullish On Equities [View article]
    Amazing that in the last 5 years we've had two "Once in a lifetime" investment opportunities in the market. I think this phrase has lost all meaning regarding with regards to investing in the market these days.
    Aug 25 11:09 AM | 1 Like Like |Link to Comment
  • Bank of America (BAC) shares rocket higher after announcing a $5B investment from Berkshire Hathaway (BRK.A). BAC will sell 50,000 shares of cumulative perpetual preferred stock with a liquidation value of $100,000/share to Berkshire in a private offering. The preferred stock will carry a 6% dividend. BAC +20.6% premarket.  [View news story]
    Could be a big short covering. With Buffet investing it may give the appearance of "tremendous support" for BAC. The fear might be increased buying in the company based on this information and shorts are covering....
    Aug 25 09:33 AM | 3 Likes Like |Link to Comment