The End Of QE Won't Kill This Bull Market [View article]
Countries are doing there own version of QE to drive exports. Japanese govt crushing the yen vs dollar. (Now the Japanese will sell their foreign debt holdings and convert to yen)The Aussie dollar falling due to slowdown fears. Canadian dollar weakening. etc. The Euro? I wonder what will happen when austerity is circumvented. Also, German exports to the Eurozone just fell 7%.
Its now a currency war to the bottom. Protectionism at its extreme. Only, savior is if the rich will spend? OR will companies spend to invest i R&D vs inflating their returns.
"I wish I could tell you when," says Goldman Sachs (GS -1.6%) CFO Harvey Schwartz, responding to an earnings call question about when M&A might pick up. Schwartz calls such activity a lagging indicator, meaning a longer period of solid business may be necessary before gains might be seen. Asked about implementation of the Volcker Rule (which keeps getting pushed out), Schwartz says he's more concerned with the quality of the rule-making than the timing. [View news story]
GS sandbagged profits to smash next quarter's earnings. Don't believe the negatives, not even from GS conference call.
Transocean's (RIG) crew on the Deepwater Horizon “should have done more" to prevent the rig’s explosion in the Gulf of Mexico in 2010, CEO Steven Newman says at the trial over the disaster, faulting it for accepting the assessment of BP's well site leaders. RIG was responsible for safely performing its own operations on the rig, but overall responsibility for well safety rested solely with BP, Newman says. [View news story]
It appears the civil lawsuits are going to cost $RIG more than they reserved for.
$GMCR is not growth. Its on the way out. Kcup is bad for the environment. Other single serve containers are superior. Reusable cups are the #1 products for 2013.
Green Mountain Coffee: Restructuring Signals Worth Noting [View article]
New and better short thesis. Crumbling margins. Just like any commodity product story.
Pricing from competitors are not just from cups but from pods as well. Pods are less than half the price of K cups and produce less waste. Competitor cups gaining share, i.e. Martinson, Marley, etc. (over 100 brands in 2013)
Alternative single cup makers utilize reusable filters. Keurig even sells its own reusable filter.
GMCR is a better short candidate because the growth phase is over. Its a mature market where new products from competitors (larger and smaller) will dominate with price and innovation.
Nordstrom (JWN): Q1 EPS of $0.73 misses by $0.03. Revenue of $2.7B (+4.8% Y/Y) misses by $0.1B. Shares -3.9% AH. (PR) [View news story]
Tesla Squeaks Out A First Ever Profit With The Help Of A DOE Stock Warrant, What's Next? [View article]
US consumers are driven by marketing and PR. What does $90K equate to in New Zealand?
What is the cost to establish business in each country? I think ONLY the large cities represent a viable market for Tesla.
The hoopla is 120% right now. The co is no longer reporting order backlog. So, its a guessing game as insiders get a chance to unload stock.
The End Of QE Won't Kill This Bull Market [View article]
Its now a currency war to the bottom. Protectionism at its extreme. Only, savior is if the rich will spend? OR will companies spend to invest i R&D vs inflating their returns.
The cycle always ends. Its inevitable.
A Final Dead Cat Bounce Before The Big Crash In Canadian Solar? [View article]
Venaxis Poised For Run-Up Into Pivotal Study Results [View article]
$2.50 and I would be out before results. Its an 80% loss if it goes to .50 from 2.50.
The Giants Of Wall Street Are Back With A Vengeance [View article]
"I wish I could tell you when," says Goldman Sachs (GS -1.6%) CFO Harvey Schwartz, responding to an earnings call question about when M&A might pick up. Schwartz calls such activity a lagging indicator, meaning a longer period of solid business may be necessary before gains might be seen. Asked about implementation of the Volcker Rule (which keeps getting pushed out), Schwartz says he's more concerned with the quality of the rule-making than the timing. [View news story]
Transocean's (RIG) crew on the Deepwater Horizon “should have done more" to prevent the rig’s explosion in the Gulf of Mexico in 2010, CEO Steven Newman says at the trial over the disaster, faulting it for accepting the assessment of BP's well site leaders. RIG was responsible for safely performing its own operations on the rig, but overall responsibility for well safety rested solely with BP, Newman says. [View news story]
Arena Dips Below $8 - Uncertainty Is Key [View article]
Lumber Liquidators: What Goes Up Must Come Down [View article]
5 High-Growth Stocks [View article]
K-Cup Coffee Maker Garbage An Environmental Issue
5 High-Growth Stocks [View article]
Green Mountain Coffee: Restructuring Signals Worth Noting [View article]
Pricing from competitors are not just from cups but from pods as well. Pods are less than half the price of K cups and produce less waste. Competitor cups gaining share, i.e. Martinson, Marley, etc. (over 100 brands in 2013)
Alternative single cup makers utilize reusable filters. Keurig even sells its own reusable filter.
GMCR is a better short candidate because the growth phase is over. Its a mature market where new products from competitors (larger and smaller) will dominate with price and innovation.
SELL, PT $28-$30.
Green Mountain Coffee: Restructuring Signals Worth Noting [View article]
Gross margin projection?
AT $55 this is priced to perfection with a 18% growth rate.
Angie's List A Compelling Short Opportunity [View article]