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  • What Makes a Top Brand? [View article]
    BBY has benefited most from the demise of so many of its competitors such as CompUSA and Circuit City. A lot of people walk out of BBY empty handed with dissatisfied looks on their face. Starbucks has it, despite recent goings on; Toys R US used to have it and lost it long ago; Outback has it. Target has a bit of it--perhaps more than a bit too. They look better every day v. Wal-Mart, which may be just that Wal-Mart stores look worse and worse.
    May 15 16:05 pm |Rating: 0 0 |Link to Comment
  • The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
    More diversified THIS time. Sorry.
    Apr 24 08:47 am |Rating: 0 0 |Link to Comment
  • The Microsoft Waiting Game - Fast Money Recap (4/23/08) [View article]
    A nice article giving a running commentary on stocks. What recession? Companies seem locked and loaded, by and large.

    Costs in line; solid thinking; lots of big caps with strong overseas positions. More diversified in the last dip 2000-2001, which much broader markets for the big guys. This author makes this clear.
    Apr 24 08:47 am |Rating: 0 0 |Link to Comment
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