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  • Herbalife tries to preempt Ackman's show [View news story]
    In a way, you are correct, but not in the way you think you are. Herbalife is the Freak Show, a carnival game in which the player has a slim chance of success. Ackman is the barker enticing you to win a prize by shorting HLF stock instead of buying the business opportunity.
    Jul 21, 2014. 04:18 PM | 6 Likes Like |Link to Comment
  • Netflix earnings day just a weekend away [View news story]
    Has the Census Bureau undercounted by that much?
    Jul 18, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • Google adds ex-Ford CEO Mulally to board [View news story]
    Or, one more person saying yes to whatever Page, Brin, and Schmidt want.
    Jul 16, 2014. 12:37 AM | Likes Like |Link to Comment
  • BlackBerry: Never Mind The Bears, I Won't Sell Below $30 [View article]
    $30? Did BBRY recently announce a 1:3 reverse split?
    Jul 8, 2014. 11:17 AM | 7 Likes Like |Link to Comment
  • How Warren Buffett Earns $900 In Dividends Per Minute [View article]
    Compounding is not a factor here because Berkshire does not reinvest dicidends.
    Jul 7, 2014. 01:32 AM | 2 Likes Like |Link to Comment
  • Can Samsung 'Galaxy Tab S' Crush Apple's Tablet Market Share? [View article]
    I see plenty of Samsung phones in the wild, but not Samsung tablets. Who's buying them other than retailers, anyway?

    And given Samsung tablets' market share, who's using the tablets after purchasing them? Web usage and spending statistics always skew disproportionately (overwhelmingly?) toward iPad.
    Jul 4, 2014. 03:53 PM | Likes Like |Link to Comment
  • Nike: Soccer Will Be The Company's Next Big Growth Market [View article]
    More important than deals with national teams are Nike's deals with clubs and individual players. Nike sponsors Barcelona, Manchester United, Juventus, Cristiano Ronaldo, and Neymar, and any of these names will earn more for Nike than a deal with a national team.

    Adidas has been hit by Nike already--in two decades Nike has transformed from an upstart in soccer to a strong second place. I see the market share of both companies stabilizing relative to each other. Sponsorships cost more and more, and it would take an ungodly amount of money for Nike to poach one of Adidas' glamour contracts--say with FIFA, UEFA, Lionel Messi, or Real Madrid (forget about Bayern Munich, Adidas also owns about 10% of Bayern).

    If anything, both Nike and Adidas should watch out for smaller companies like Puma (who poached Arsenal from Nike), Under Armor (Tottenham Hotspur), and Warrior (both of its clubs, Liverpool and Sevilla, had excellent seasons).
    Jul 3, 2014. 06:46 AM | Likes Like |Link to Comment
  • Seeking Delta [View article]
    I seek omicron and upsilon myself.
    Jun 17, 2014. 10:03 AM | 1 Like Like |Link to Comment
  • Why Are Herbalife's Competitors Channeling Homer Simpson? [View article]
    Herbalife's growth is finite. There are only so many people around who are gullible enough to purchase modern snake oil. Perhaps Herbalife should expand to countries that still believe in the curative powers of witch doctors and rhinoceros horns.

    In the U.S., I'm guessing that there are a lot of people with many jars of Herbalife products in their closets and pantries.
    May 23, 2014. 03:07 PM | 7 Likes Like |Link to Comment
  • In Defense Of Google Glass [View article]
    Two of your points do not add up. If Luxottica comes up with a Google Glass design inconspicuous enough to be used for spying, then the privacy problem will increase dramatically. Anyone who is wearing innocent looking prescription lenses could be recording you.

    You did not address other important areas--health and safety. Eyes are not made to focus on something so close to the face. Using Google Glass will be just as distracting than using a smartphone, if not more so.
    May 21, 2014. 08:24 AM | Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    Looks like China has your buddy Putin by the balls. Not to say they won't work out a deal in the future, but China will be the winner and Russia will be the loser.
    May 20, 2014. 08:09 PM | 1 Like Like |Link to Comment
  • BP suffers yet another setback over 2010 oil spill claims [View news story]
    The Obama administration is far different than Putin's. Any rational person can see that. Your statement reflects some combination of ignorance, stupidity, and delusion.

    The judicial system is not a part of the executive branch, and most of the claims are private. Why did you bring up the Obama administration, anyway? For what is worth, the Fifth Circuit, which decided the case, is considered among the more conservative circuits. Of the fourteen Circuit Judges, four were appointed by Reagan and six were appointed by Bush II. If any group would have let BP weasel its way out of its responsibilities, it was this one. BP obviously did not have a leg to stand on, and it deserves whatever is coming to it.
    May 20, 2014. 07:56 AM | 7 Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    Suggesting that Putin is possibly becoming more shareholder friendly? Suggesting that what has happened/is happening in Russia is similar to what is going on in the United States?

    You are delusional at best and insane at worst.
    May 18, 2014. 07:57 PM | 4 Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    Why would you invest in a company that serves a country's geopolitical goals rather than its shareholders?

    Given how the rules in Russia can change at any time, one could reasonably argue normal financial metrics do not fully apply in Russia. It is entirely possible that Russian companies are overvalued.
    May 18, 2014. 10:53 AM | 7 Likes Like |Link to Comment
  • Is National Oilwell Varco A Good Buy Over Schlumberger And Halliburton? [View article]
    If one makes a list of the best stocks in the entire energy sector, both NOV and SLB would be near the very top. No need to choose--just buy both.
    May 6, 2014. 04:42 PM | 4 Likes Like |Link to Comment