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  • Cedar Fair EPS of -$1.51 [View news story]
    Hardly anything is open during Q1 of any year.
    May 8 10:22 AM | Likes Like |Link to Comment
  • U.S. Real Estate's State Of Malaise [View article]
    Maybe the days of one or two people per house are over.
    Apr 22 09:49 AM | 1 Like Like |Link to Comment
  • Knightsbridge Tankers +11% after "transformative" capesize deal [View news story]
    This is wonderful news !
    Mar 11 02:01 PM | Likes Like |Link to Comment
  • American Capital Agency Corp. declares $0.65 dividend [View news story]
    Is it a death spiral or a golden opportunity ?

    Back in March 2009, everyone was selling. Look what happened since then.
    Dec 18 05:00 PM | 5 Likes Like |Link to Comment
  • Ford getting bigger in GM's rear-view mirror [View news story]
    Does anyone else out there have a problem with the immense windshields on the new cars ? They require wipers the size of a yardstick. You can't even see the hood from the driver's seat. I think I'll keep my old cars.
    Oct 7 07:35 PM | Likes Like |Link to Comment
  • Ford getting bigger in GM's rear-view mirror [View news story]
    Ford man: The Glass House wants Lincoln Dealers to be stand alone. However, they can't sell enough Lincolns to justify the expense.
    With Mercurys also in the showrooms, they did have enough business. We had L-M dealers, instead of a few Lincolns in a corner of a Ford dealership.

    Most of the Mercury sales went to Ford. Hardly any of it went to Lincoln. Many L-M dealers perished.
    Oct 7 03:19 PM | Likes Like |Link to Comment
  • Ford getting bigger in GM's rear-view mirror [View news story]
    Lincoln cannot survive without Mercury. My household has a Grand Marquis, Sable, Mystique, Tracer, and 3 Cougars. Do you see the pattern ? Are you listening Mr Mullaly ?
    Oct 7 02:36 PM | Likes Like |Link to Comment
  • Ford (F) June U.S. sales: +13% to 235,643 vehicles to cruise past the consensus estimate of analysts calling for a 12.4% gain. Cars sales rose 12%, utilities 8%, and trucks 20%. By brand, Ford sales were up 14% and Lincoln slipped 1%. By model, Fiesta sales shot up 104% to 9,363 and Explorer gained 11.2% to 15,588. Shares of Ford are up 0.8%[View news story]
    We want Mercury to return. Lincolns are overpriced. Lincoln dealers cannot survive without Mercury.
    Jul 2 10:53 AM | 1 Like Like |Link to Comment
  • Shares of Carnival (CCL, CUK) fall 6.8% following the company's guidance cut and a dispiriting wave of analyst downgrades. Though execs with the cruise line operator gave a spirited pitch for a turnaround during the Q1 earnings call (transcript), increased promotional activity continues to take a heavy toll on the company's sales and profits. [View news story]
    Carnival seems to be a ship without a captain. Maybe the captain is at the Miami Heat games instead of concentrating on the cruise business. (The CEO owns the Miami Heat)

    Come on Mickey, one job or the other. You can't do both !
    May 21 04:27 PM | Likes Like |Link to Comment
  • Carnival Cruise Lines (CCL -1.2%) could hit choppy waters, according to Hedgeye. The research firm's monthly pricing survey shows Carnival is having to get very aggressive with promotions to keep cruises full - while peers Royal Caribbean (RCL -0.6%) and Norwegian Cruise Lines (NCLH -0.4%) continue to take advantage of the hit to Carnival's reputation this year. [View news story]
    I think the CEO of Carnival needs to pay more attention to the cruise business and less time thinking about the Miami Heat, which he owns.
    May 9 10:36 PM | Likes Like |Link to Comment
  • Carnival Cruise Lines (CCL) is back in the headlines after one of its cruise ships returns to port missing two passengers. Though surveillance video shows the pair falling into the ocean from the mid-deck, it isn't clear to authorities yet if the leaps were accidental or intentional. A string of incidents this year has cut into the company's demand and forced it to become a bit more promotional than peers. [View news story]
    Maybe they had too many drinks and fell over the rail.
    May 9 10:39 AM | Likes Like |Link to Comment
  • Plum Creek: Look For Strong Gains Over The Next Few Years [View article]
    In these turbulent times, owning land is as safe as it gets. Also, there will always be a need for lumber.
    Apr 26 10:13 AM | 1 Like Like |Link to Comment
  • The U.S. government will buy up to 10K hybrids to help trim fuel costs for the fleet of government cars. The marching orders come from the GSA which estimates savings of close to 1M gallons of fuel over the lifetime of the vehicles. The agency didn't say which manufacturer it will buy the vehicles from, although presumably General Motors (GM) and Ford (F) will receive some home field advantage. [View news story]
    Time will tell if hybrids are a good investment. The cost of a new battery pack scares me away.
    Apr 25 09:05 AM | Likes Like |Link to Comment
  • IPO Preview: SeaWorld Entertainment [View article]
    Paramount (5 parks) sold out to Cedar Fair a few years ago.
    Apr 19 08:26 AM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio: Time To Focus On Ford [View article]
    I still miss Mercury. Lincoln sales are not enough by themselves.
    Mar 20 05:34 PM | 1 Like Like |Link to Comment