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  • CH Robinson: The Supply-Shock Catalyst [View article]
    As others have said, this is an excellent article explaining the nature of this business. I stumbled across is yesterday while reading Value Line, and it looked like the best value of several in the industry. Great job explaining the value of its non-capital intensive nature and its scalability.

    Do you see them expanding overseas going forward? I would think that their scalable business model would make this opportunity possible.
    Dec 12 09:08 AM | Likes Like |Link to Comment
  • Teva Pharmaceuticals: Copaxone's Upcoming Expiration Continues To Depress Its Current Valuation [View article]
    TEVA is about 38.50 this morning.
    Oct 30 01:20 PM | Likes Like |Link to Comment
  • Bank Of America Is Too Big To Fail ... As It Should Be [View article]
    You note that the big banks undertook "self-imposed Mid-Cycle Stress tests". "Self-imposed" implies that they designed the criteria, does it not? That fact that "All the banks passed with flying colors" could mean nothing more than they set a very low bar for themselves to jump over, did so, and declared victory. Whoopee.

    In 2008, the banks' size in and of itself would not have been a problem if they were not up to their ears in trash paper. The problem was that they were drowning in trash that they could not back up. If the federal government had not stepped in, most, including BAC, would have failed. Period. Since then, they have been showing their gratitude by fighting any sort of rational regulation. We can only pray that if they are again standing on the precipice, we do not throw them a lifeline, but rather let them live or die on their own merits, or lack thereof.
    Sep 18 10:31 AM | Likes Like |Link to Comment
  • 3 Reasons It's Time To Take Profits In Bank Of America Shares [View article]
    The comment "BofA is still facing significant litigation risks" makes me recall why I was always too chicken (or risk-averse) to invest in tobacco stocks. One difference, of course, is that tobacco stocks were more attractive because at least they tend to pay fat dividends.
    May 14 03:38 PM | Likes Like |Link to Comment