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phjohnson

phjohnson
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  • Previewing life insurance Q4 results [View news story]
    With equity markets in decline, and interest rates on the rise, profits for insurers will get squeezed, as recent profit gains were linked to equity market investment gains. The investments in fixed return vehicles will also hurt the balance sheet, as the jump in bonds from 2.5% to 3.5% in recent months surely lowered the market prices for those fixed return vehicles. Sell.
    Feb 3, 2014. 03:32 PM | Likes Like |Link to Comment
  • Quiksilver continues run on Monness Crespi margin expansion call [View news story]
    Revenue continues to decline.
    Profits continues to decline.
    Appeal of company products continues to decline among key customer base: teenagers.
    Most analysts are paid liars, or just plain clueless sheeple, seems to me.
    Downgrades/sells at stock price lows.
    Upgrades/buys at stock price highs.
    Sure: ZQK has "potential for meaningful margin improvement" especially considering that the margins are negative.
    Buy/hold ZQK: Better off buying a dividend paying stock with a company that has strong financials and strong business fundamentals like F or MMM or MRK or WFC or even CSCO.
    Dec 27, 2013. 04:33 PM | Likes Like |Link to Comment
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