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acrturus

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  • Private label brand breakthrough: A survey released by Deloitte on brand loyalty could rattle the food and grocery sectors as a whopping 94% of consumers indicate they will stick with private-label or store brands instead of reverting back to costlier options. Industry insiders think even if the economy comes roaring back, a paradigm shift  of consumer attitudes toward food purchases may already be entrenched. The trend could favor Treehouse Foods (THS), Safeway (SWY), Kroger (KR), Costco (COST), Whole Foods Market (WFM) - while creating a headache for Kellogg (K), Post Holdings (POST), Campbell Soup (CPB), Kraft Foods (KRFT), and General Mills (GIS). [View news story]
    I've worked for a store brand company for decades... we get our raw materials from the same place, we have the same R&D and Q/A procedures, the stores (our customers) have the same set of criteria for us as for our national brand competitors... the only difference? We don't spend money on marketing and advertising. And we tie or beat the national brand in every comparison I've seen.
    Apr 16 04:50 PM | 4 Likes Like |Link to Comment
  • Douglas Dynamics CEO Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    Kaizens, core teams, blah blah blah. How much money are they spending to do all these measurements? I'll bet they have new employees that do nothing but make cute color graphs and maintain bulletin boards of them. And they will never report negative results, because that might affect the sweet job of the kaizen or core team people. A company of Douglas size does not need this! And don't believe all the hype you hear from Ariens on this, talk to employees.
    Mar 12 04:01 PM | Likes Like |Link to Comment
  • Google Glass/Himax Debate Rages On, Digitimes Report Adds To The Drama [View article]
    Lose the emoticons.
    Mar 7 03:35 PM | 1 Like Like |Link to Comment
  • I Told You So: These 5 Stocks Have More Downside Than Upside [View article]
    He's probably referring to Bri-Chem, the stock you mentioned as an alternative to CPST.
    Mar 5 08:20 AM | Likes Like |Link to Comment
  • Freeport-McMoRan Vs. Southern Copper: Which Is The Winning Bet For 2013? [View article]
    Sooo.... what WAS the final verdict exactly? "Both companies deserve a look?" Gee thanks.
    Feb 20 04:39 PM | 3 Likes Like |Link to Comment
  • Capstone Receives Another Follow-On Order From Large Australian Coal Seam Gas Company [View article]
    Yes, and that good news is worth minus one cent today for CPST.
    Jan 25 03:04 AM | Likes Like |Link to Comment
  • It's going to keep getting harder to find a cigarette in 2013 if the state legislatures across the country get their way. Higher cigarette taxes are on the docket in a number of states with traditionally high numbers of smokers. Minnesota in particular, where nearly 16% of the population still smokes, the governor is seeking to boost the state cigarette tax rate to a new rate of $2.83 per pack, a move which is being lauded across the board by anti-smoking advocates. [View news story]
    Or from Missouri to anywhere else! Couldn't believe the prices in Missouri when passing through...
    Jan 23 01:21 PM | Likes Like |Link to Comment
  • It's going to keep getting harder to find a cigarette in 2013 if the state legislatures across the country get their way. Higher cigarette taxes are on the docket in a number of states with traditionally high numbers of smokers. Minnesota in particular, where nearly 16% of the population still smokes, the governor is seeking to boost the state cigarette tax rate to a new rate of $2.83 per pack, a move which is being lauded across the board by anti-smoking advocates. [View news story]
    Which is?
    Jan 23 01:20 PM | 1 Like Like |Link to Comment
  • Liberty Media Goes Over 50% Ownership In Sirius XM [View article]
    So you have some of those $6.50 SIRI shares too yet?
    Jan 21 02:14 PM | Likes Like |Link to Comment
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