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  • Why Visa Remains A Good Investment For The Long Haul  [View article]
    I find it somewhat comforting that there exist some companies that can thrive without succumbing (not that Visa and MasterCard have a choice) to the siren's song that is China.
    Sep 15, 2014. 08:47 PM | Likes Like |Link to Comment
  • Kinder Morgan: Making Sense Of The Trans Mountain Debate  [View article]
    Climate change is real. Even many energy companies publicly declare that it is real.

    I own KMI, SLB, NOV, STO, and SU because I believe they can thrive whether humanity deals with climate change or not.
    Sep 12, 2014. 07:30 AM | 13 Likes Like |Link to Comment
  • BlackBerry buys virtual ID solution provider Movirtu  [View news story]
    People rarely carry two phones that are the same model. In other words, the unlucky people assigned a BlackBerry for work do not want to use a BlackBerry for personal purposes. This acquisition will do little to change that.
    Sep 11, 2014. 01:30 PM | Likes Like |Link to Comment
  • BlackBerry buys virtual ID solution provider Movirtu  [View news story]
    If Apple goes into oblivion, it would pass by BlackBerry's rotting carcass along the way.
    Sep 11, 2014. 01:25 PM | 1 Like Like |Link to Comment
  • Do Conn's Struggles Hint At Problem With Consumer Spending & Debt?  [View article]
    Conn's customers generally have financial troubles to begin with, so I doubt what happened to Conn's is representative.
    Sep 6, 2014. 08:18 PM | Likes Like |Link to Comment
  • Apple Set For Strong Sales Of iPhone 6 In Just A Few Weeks - But Is It Too Little, Too Late?  [View article]
    It's sad to see an adult whose life is so empty that he needs to define himself by what stock he shorts.
    Aug 28, 2014. 02:30 AM | 26 Likes Like |Link to Comment
  • Why "S&P 2000″ Is A Fed Manufactured Mirage: The "Buy The Dips" Chart That Says It All  [View article]
    So Keynes, Friedman, and Bernanke are all wrong but Stockman, a mental midget in comparison, is right?

    They say hindsight is 20/20. Stockman's hindsight is about 20/1000000.
    Aug 25, 2014. 02:38 PM | 5 Likes Like |Link to Comment
  • Who Is Going To Finally Stop Herbalife?  [View article]

    I don't think tobacco and Herbalife are analogous. Tobacco companies do not claim that they are good for anybody, and the products they sell are emblazoned with warnings of ill health and death. People who start smoking know tobacco bad for them but smoke anyway.

    People who get lured into Herbalife are led to believe that it is good for their health and their wallets when it is good for neither.
    Aug 20, 2014. 11:05 PM | 4 Likes Like |Link to Comment
  • Big Problems Within Procter & Gamble's Long-Term Future  [View article]
    People are not overwhelmed by P&G's brands. They have a brand or two in each category they grow to like and they stick with them. I have never seen anyone looking confused in front of the toilet paper shelf--everyone heads directly to the preferred brand, picks it up, and moves on to the next item on the shopping list.

    Also, managing a lot of brands is only a problem if many of the brands are redundant and address the same consumers. There are numerous categories in which P&G has multiple entrants, but the brands are not direct competitors. Head and Shoulders and Pantene both make hair care products, but they are marketed to different consumers. Pampers is the premium diaper brand, Luvs is for the budget conscious. Where brand management would be an issue is P&G's host of non-Tide, mid-priced laundry detergents, and Lafley will likely cull many of them.

    Sometimes store brands are "good enough" replacements. Many other times they are not. I have found that branded personal care and home cleaning products are significantly better than the store brand alternatives. Packaged food companies such as Kellogg, General Mills, and Kraft have more to fear from private labels than the likes of P&G and Colgate-Palmolive.
    Aug 15, 2014. 01:43 PM | 4 Likes Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again?  [View article]
    Flagship Android phones are not as good as iPhones, but they generally do not embarrass themselves. Chromebooks are handicapped when compared to real notebook computers.

    So, no, the Android comparison is not apt.
    Aug 12, 2014. 05:21 PM | 2 Likes Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again?  [View article]
    I find it hard to believe that people who 1) need a real laptop and 2) can afford a MacBook or Windows laptop will willingly jump ship to substandard Google products.
    Aug 12, 2014. 04:01 PM | 4 Likes Like |Link to Comment
  • Will Disney Cave To Amazon's Pressure?  [View article]
    Disney DVDs are sold everywhere. If Amazon doesn't sell them, people will go buy it somewhere else.

    Not only does this threat not hurt Disney, Bezos's petulance could hurt Amazon's chances of landing Disney's content for Prime in the future.

    Amazon is not used to being put in its place, and whether it happens this time depends solely on whether Disney decides to fight.
    Aug 12, 2014. 08:20 AM | 6 Likes Like |Link to Comment
  • Amazon Declares War On Profit Margins, Takes On Disney  [View article]
    There's one company that has absolutely nothing to fear from Amazon, it's Disney. There are many distribution channels available to Disney that are far more important than Amazon. Furthermore, Disney's products are so iconic and in demand that people will find ways to obtain them with or without Amazon. Iger probably choked on his coffee in laughter.

    Amazon (and Google) think they can pick fights with everybody, but some companies are way out of their league.
    Aug 11, 2014. 06:12 PM | 2 Likes Like |Link to Comment
  • Disney brushes aside Amazon DVD tactic  [View news story]
    People who want a Disney DVD will buy it with or without Amazon.

    Amazon's the loser in this particular tiff.
    Aug 11, 2014. 01:36 PM | 3 Likes Like |Link to Comment
  • Simplicity a boost for Wells Fargo  [View news story]
    By being least smart in exotic financial shenanigans, Wells Fargo is actually the smartest one of all.
    Aug 9, 2014. 11:15 AM | 2 Likes Like |Link to Comment