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patb2324

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  • Condolences On North Korea Kim's 'Death': Sony Is Alive And Poised To Profit [View article]
    All the righteous indignation is getting louder and louder and I understand Canada is not standing in the way of the movie being released. This is working as planned and will net this film far more than it probably deserves to make. I'm sure the turmoil that's been created is being felt in North Korea as well as in China who is their patron. Dear leader Jr. who is playing in an adult playpen with adult toys can be a distraction that China allows to exist, but even they are aware of the repercussions this juvenile can create if he's allowed too much leash. In this case it's just a movie but it uncovers the cyber stealing which in this case is a commercial issue. Actions will be taken, and these security threats will be spotlighted. Behind the scenes things will take place that the public won't become aware of on both sides. I'd take my chances that movie theaters won't be blowing up for this reason, and I'm planning to go see a movie on Xmas day, but not this one. N.Korea and China are in lockstep and the West and Europe are too. Someday China will have to spank this spoiled child as he'll be a thorn in their sides preventing other things to happen, or maybe they'll take it over. There's a lot of smoke here, just pay attention...
    Dec 20, 2014. 09:18 AM | Likes Like |Link to Comment
  • Condolences On North Korea Kim's 'Death': Sony Is Alive And Poised To Profit [View article]
    You're right about the immense free publicity. I'm sure this movie is no Oscar winner and won't be hailed as a comedy classic but in a way it's historical. The only thing that could really mess things up is if a theater blows up with casualties and we know there are many groups or a lone wolf that could use this as an opportunity to do something and the blame would go to North Korea. Movie theaters unfortunately have had their share of tragedies in the recent past so it's not out of the realm of possibility. If I really cared I'd go see it in the theater and I think those who think this is a trendy thing they have to do should be able to. As far as further advertising for the film, as soon as this opens there can be commercial advertising spoofs promoting the film. This can be a huge money maker even though I'm sure the film is probably a childish stinker. I know I can wait to see it when it comes out on DVD sometime in the future. They have to release this and get it into the theaters to cash in and I agree they see the opportunity to make far more on this film than they ever thought they could. I think theaters in large metropolitan areas need to screen this to take advantage. Small very conservative towns where people may be more close knit may stay away which will hurt other Christmas release movies as people will just not want to be in the theater building where this is showing. We'll see...
    Dec 19, 2014. 09:07 AM | 1 Like Like |Link to Comment
  • Ford - Backing Up The Truck On The Clueless Downgrade [View article]
    Just for (bleeps & Giggles) there's more to owning a truck to a lot of buyers who aren't the heavy haulers and folks who throw shovels and heavy stuff in them and don't care about dents etc. A truck's a funny thing as it speaks to people who like to think of themselves as rugged and stylish at the same time, kind of like Jeep owners. Ford has made some great looking, and great running trucks and Ford is an Icon. I'll bet everybody who likes Ford trucks can think of a number of them they wished they could've had but couldn't afford at the time. I wish I could have a collection of various years for fun but I can't "aFord" them all... Anyway because of a lot of truck envy out there, and folks who'd like to have a new Ford, now is a breakthrough point. It's going to be popular like the new Mustangs that are just getting into the showrooms, and it's got a lot of plus's going for it especially this launch. I'm sure Ford has tied up long term agreements with Alcoa for aluminum and also for scrap pricing which means they have the main pipeline as far as automotive production use of the metal is concerned. If the engine and drive train are solid, the body will outlast them especially in heavy salt use climates and make re-powering them a viable option, as well as hold up the resale price. I think 2015 should be a winner and with Fords commitment to launching so many new products they are saying "we're putting the pedal to the metal". You know the competition is watching this launch with a keen eye. Ford made the commitment and now (like in NASCAR)they are passing the competitors and taking the lead. The automotive industry has always been made up of "me too'ers so if this takes off which it should they'll be scrambling while Ford has the lead...
    Dec 18, 2014. 01:46 PM | 3 Likes Like |Link to Comment
  • Ford - Backing Up The Truck On The Clueless Downgrade [View article]
    I agree that any efforts to even try to find a reason to downgrade the new aluminum F150 are laughable and a signal to buy at these artificially depressed prices. Lower gas means the lighter stronger truck goes farther on a tank of cheaper gas. Aluminum body means no ugly rust holes in the body after years of use the truck still looks good, and is a candidate for a replacement motor to keep going. I happen to love the look of older trucks that look good. Aluminum trucks should look good in 5 years compared to steel bodies especially in areas of high road salt use like the Midwest. If gas prices rise again the truck still goes farther on a tank of gas. Styling and pride of ownership still play a big part and Ford keeps on top of this and looks very American made which it is. Deutsche Bank has an agenda and it's easy to see through. Take advantage of any opportunity to add Ford to the portfolio at these low prices.
    Dec 17, 2014. 11:01 AM | 4 Likes Like |Link to Comment
  • Update: Ford's Second Vehicle In Command [View article]
    This will work for Ford even in the face of lower gas prices as what's wrong with cheaper gas and more vehicle efficiency especially if it dosen't affect power and towing, and load carrying capacities. If you really please the buyer he'll come back kind of like finding a great restaurant and really enjoying the food. Vehicle price will be the initial kicker as well as crash and safety ratings. Put all the right stuff together in this mix and it's a grand slam that others will be chasing very quickly. Automotive industry has always been a "let the other guy do it first" and then a "me too" group of people, The first lion to the kill gets the lions share then the rest come in to feed on what's left.
    Sep 1, 2014. 10:56 AM | 9 Likes Like |Link to Comment
  • More on the July jobs miss; Treasury yields breathe sigh of relief [View news story]
    I agree with you Guardian that we cannot continue to see such good news in continued stimulus feedings. We're not doing well going it alone and at some point the underpinnings are going to recede, and we'll have to see if the bridge can support the load. The world's economies will always be in flux so their influence on us is predictable. The roller coaster effect is built into the markets. You have to watch out for yourself and make the best choices based on what you know an your individual situation. Best to stay informed but always be aware of the structure underlying the bridge. Diversify and look for opportunities that work for your situation but don't fall for a lot of fluff, or too much doom and gloom. The truth lies somewhere in the middle and also in the boardrooms and backrooms most of us never get into. You're the captain of your own ship
    Aug 1, 2014. 09:38 AM | Likes Like |Link to Comment
  • Tesla Motors could see a wild ride [View news story]
    He's a genius and sometimes they get scattered, or overworked in certain areas . He's always shown a penchant for thinking big in other areas and using proven small scale technologies in much bigger scale ideas. It's okay to think in other areas as long as you keep the focus on your main task. If he's losing interest or he's left more of the running of Tesla to the business types the plane could stall out as some time. I think in many ways he's a kid with lots of grand ideas who's been pushed to the forefront and aggrandized. He may be burning out on the day to day grinds needed to push this boulder up the hill. You need the grinder types to do this. If he has the right kind of team to do this it'll go, if not it'll stall. It's an interesting watch and see story. I don't know that he wanted to be a folk hero.
    Aug 12, 2013. 09:21 AM | 1 Like Like |Link to Comment
  • Green Mountain Coffee Roasters lower after Barron's warning [View news story]
    Keurig builds great machines meant to last thousands of cups. The GMCR coffees are too expensive to take over for the more conventional coffee brewers. I knew that from the beginning and wrote quite a bit about it. Unless you are one of the inner city caffeineistas who are snobby about their coffees and will overpay for a cup because that's their passion those of us in the hinterlands chek prices. As long as the K-cup system is used and others have found out how to make K-cups more competitively to a more normal persons price point we rejoice. Competitors will come in gladly to take over a lot of their market and the volume of GMCR branded K-cups will drop further. If GMCR had patented the coffee system they could have licensed their present day competitors and collected on all the K-cups sold. Apparently they haven't and their K-cup sales are being diluted. It's a great product and great coffee but I for one like the competition coming through as long as they provide us quality choices at a better price point.....
    Aug 5, 2013. 10:15 AM | Likes Like |Link to Comment
  • ETFs For When The Fear Of Fed Tapering Subsides [View article]
    If your ETF's are not performing go to cash and look for better opportunities or hold your cash till you think the smoke will clear. You can rearrange your portfolio as your head clears or the market shows you a better direction and dollar cost average back into something more to your liking. This round is over and all the chairs are being rearranged for the next wedding reception coming in. Now the financial press will feed the news media a strong dose of European recession blues as if anything really changed much over there while we were partying over here on the big market gains. Hope you made some money while the party was on. Regroup, rearrange and retrench. for the next campaign. Someday the Fed will be tapering off the stimulus - really... It dosen't mean the end of the world, it has to happen or the patient won't get up and walk. It's better to keep that in mind as you move on, you're liable to make clearer headed decisions that way. This correction was going to come, and it's here. Be mindful when rearranging your portfolio so you give yourself the positions that you are most comfortable living with,,,
    Jun 21, 2013. 10:35 AM | Likes Like |Link to Comment
  • Likely Buyout Of SodaStream Makes It A Huge Buy [View article]
    Marketing ploy
    Jun 6, 2013. 12:04 PM | Likes Like |Link to Comment
  • The read-through from J.M Smucker's (SJM) FQ4 report for coffee sellers (SBUX, DNKN, GMCR, KRFT) is interesting. By all appearances, the company fought hard to protect its market share by dropping prices on bagged coffee - but sales still fell off in the U.S. for its major brands by 1.2%, indicating one of the other big players picked up some share. In a nice bit of timing, lower green coffee costs helped the company improve profitability in the category - a trend that bodes well for Q2 numbers across the sector.  [View news story]
    GMCR has been floating their k-cup prices for a while and working with other coffee licensees to provide k-cups for the Keurig machines. If GMCR is going to keep their house brand boxes of 12 K-cups per box at the current higher price level they will probably not make the dent in coffee sales they want, and their competitors with lower prices will probably catch the coffee sales. The single cup coffee concept is here to stay. It's just who gets the price point right on the boxes of K-cups that will trip the additional sales of coffee.
    Jun 6, 2013. 11:38 AM | Likes Like |Link to Comment
  • Tesla Motors (TSLA) lost its legal tussle with auto dealers in Texas over its plan to sell electric vehicles directly to consumers. A bill that would have provided an exception to current dealership rules failed to even make it the floor of the Texas House or Senate for a vote. [View news story]
    Texas is still running on the old cattle ranchers or oil field mentality. This is straight out of the cowboy movies we watched as kids. There are a lot of little kingdoms in the big T.
    Jun 4, 2013. 08:47 AM | 2 Likes Like |Link to Comment
  • Israel ETF Rises As Central Bank Double Dips On Rate Cuts [View article]
    Israel is always going to face the uncertainties of its neighbors and their desire to destroy them. This does not make for confident investors. Until they can get out of the shadow of the "valley of death" they will face continued stagnation if not for the US being their ally. They have tremendous brain power and ingenuity as well as a hard work ethic but they're too concentrated on self protection to engender a lot of confidence but for the greatest risk takers. It's tough to always be the duck in the shooting gallery trying to convince people that they aren't going to get hit. If their money could be based on the US side of the pond there would be more confidence but the shekel is the basis and it's based on their side of the pond.
    May 29, 2013. 08:41 AM | Likes Like |Link to Comment
  • Fed Says U.S. Stocks Are Cheap [View article]
    I agree nobody knows where a bottom is going to be. Conventional wisdom does not seem to apply. This is becoming like quantum physics. It's a great ride in equities so far. The economies of the world are redefining themselves and the interdependence is much more apparent. You have to be comfortable in your strategies until you aren't comfortable any more. Take some profits and redistribute them to areas you are comfortable putting them. Keep some cash on hand for the rainy day and invest in strong companies with an eye toward the bigger picture. It's not just local politics exclusively anymore and hasn't been for a while. Enjoy the ride.
    May 13, 2013. 08:41 AM | 1 Like Like |Link to Comment
  • Can Chairman Bernanke Talk Investors Out Of Higher-Yielding ETFs? [View article]
    Thanks Gary - I'm not far behind your "pops" and I nee tot ake the risks as I don't have a pension to draw off of, just the 401K and SS. A part time job is in the future. I'm like the many whom the job market left after we hit a certain age and no one wants to hire for any wage worth taking seriously. I'm glad this market is here and hope it can keep going for a while longer. I'll never be able to generate the income I used to earn at this stage of the game but I'm still in life's game and don't plan to quit anytime soon. A lot of boomers need the dough as they don't have extra pension income on top of a 401K and SS.
    May 11, 2013. 10:03 AM | 1 Like Like |Link to Comment
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