<After checking that the article was back in April>
What time frame did you dislike these in, also? HOT and JWN are now part of December shopping and travel - very much liked by the Street at the moment. If you spelled out what you meant by Mange-ment Quality, that would be a squidgy-factor explained as well. Thanks!
Fitch has it wrong, U.S. banks could actually wind up benefitting from Europe's debt crisis, says Rochdale's Dick Bove, He cites two reasons: First, U.S. banks have a relatively low level of exposure to European banks. Second, the problems facing European banks could actually drive business to seek healthier institutions in the U.S. His top picks: PNC Financial (PNC) and Fifth Third Bancorp (FITB). Both get hit when Europe erupts, but neither are heavily exposed to European banks. [View news story]
International trade in ores, wood,nuts, art, tech, fabric, honey, tobacco, autos, and Florida Oranges (and etc) must all be purely barter. No need for banking and interconnection.
Argh, found that out the hard way sam! Albeit a slight amount out of things, it was a rude shock that "they" decide when to call it in, not the individual investor.
Why Pepsi Is A Core Holding In My Portfolio [View article]
Yes nice article. Many of your points fit A.K.'s reasoning for PEP. However, sometimes I personally put a warning flag on Russian things, and a separate one for Dairy - within the consumable groups. Now PEP has, as you said, a 'Russian dairy goods company' within it. Izze soda reflects the Whole-Foods isle discretionary within the "drink portfolio" now-a-days. For me a shock of russian cheese-drink factory is balanced so far.
Disclosure ( both KO and PEP, lately balance shifting towards the latter)
There were pro-job noises from the Telcos in question - sort of a bribe now that the chips are down come to think of it and the cat's out of the bag. A claim of a good thing doesn't balance out the force of existing rules.
A.K's Powershares (and ETF) test portfolio and analysis p.2 [View instapost]
At last, moved this here to S.A's Portfolios to track. As could be expected, lately the PWC part of the 4 major ETFs is bringing it down this fine August week. (And I did not find a way to show it "held" about 800 USD in cash ready to use. Strategically I'm dubious about putting this into the Dynamic ETF. It might make more sense to wait for the Value portion to be worst performer and add to it in the future.)
On Zero Hedge's S&P 500 Conspiracy Theory - An Alternate Explanation [View article]
8/4/2011 - Zero Hedge website is suffering an outage. (Outrage?) This is either a bug or some over-trafficed website thing or indeed a blockage of the precious metals coordination the hedgers over there combine to do (by having similar opinions). Or both.
"They" did not take S.A. down merely because it is not a useful place to get advice :-) Kidding.
EDIT : actually it is just very very very slow to me. (Blogging people and opinions take up resources)
Wynn Resorts (WYNN): Q2 EPS of $1.60 beats by $0.57. Revenue of $1.4B (+32.3% Y/Y). Shares +1.3% AH.(PR) [View news story]
On the contrary, Steve Whine is just sucking up to the big spenders. Far too many plutocrats are sitting on their dough and not visiting Vegas. Too many little spenders are either fired by CEOs or not of a gambling mentality like a typical working stiff.
It's ironic that what he whines about is fiscal responsibility, he runs a skimming operation that produces nothing - height of irresponsibility with money! Tea Party can't help him either, they're tightwads.
2 Widely Held Losers to Cut Loose and 1 to Buy Now [View article]
Besides "2 Widely Held Losers to Cut Loose and 1 to Buy Now" on Fri, Jul 15 • T, EBAY, LUV This year, Larry has commented on the following: on Fri, Jul 15 • AMZN, AAPL, GOOG on Wed, Jul 13 • IWS, CBS, TUP (TUP interesting, years ago much better value, it grew!)
on Mon, Jul 11 • IWP, AHT, CPRT on Fri, Jul 8 • CLX, PEP, SYY on Thu, Jul 7 • IWF, AMZN, AAPL on Wed, Jul 6 • DIS, GE, KO on Tue, Jul 5 • PTH, BIIB, MCK <---- Drugs. on Thu, Jun 30 • DELL, DTV, PEP on Thu, Jun 30 • NFLX, JNJ, RAD on Sun, Jun 26 • AEA on Thu, Jun 23 • ARCC, CODI, FSC on Wed, Jun 22 • AMGN, TEVA <--- Drugs again on Tue, Jun 21 • DVY, CVX, ETR on Mon, Jun 20 • COCO, CRR, TYC on Mon, Jun 20 • HRB, ANF, LUV on Thu, Jun 16 • HPQ, KO, MCD on Wed, Jun 15 • IMAX on Wed, Jun 15 • CPRT, ALL, PGR on Tue, Jun 14 • PPDI on Mon, Jun 13 • DLTR, NDN, DG <--- Cheap stuff stores. on Mon, Jun 13 • LVS, MGM, WYNN <--- Casinos. Not my cuppa. on Sun, Jun 12 • LUK, BRK.B • on Fri, Jun 10 • AHT, GS, SHO • on Thu, Jun 9 • GS, EDMC on Wed, Jun 8 • IMAX on Tue, Jun 7 • COP, CVX, BP on Wed, Jan 26 • DTO, SLV, ZSL
Mr. Meyer's best is BDCS's, Disclosure for me - CODI held.
Some of these are 'building a portfolio' type articles - context important. I'm fond of keeping a Telco in my mix as well, and was indeed wondering if T needs replacing. Too bad DT delisted in the US, but maybe in future the German-run EuroNYSE will correct that? Other phone stuff worth investigating, VOD and TEF. Hate Sprint, but it may be okay later on.
10 Reasons General Electric Is 25% Undervalued [View article]
- roisescenario. It's not only too complex to analyze, the large group of investors & traders who think exclusively in pigeonholing things are totally boggled. It must be the core of why it looks like a financial company to such persons.
One thing about Mr. Buffett, he seems to invest in things that, if he goes into their reports, he (and hopefully we) will see the big picture on what's selling, shipping, and growing. And of course where!
20 Companies to Avoid [View article]
What time frame did you dislike these in, also? HOT and JWN are now part of December shopping and travel - very much liked by the Street at the moment.
If you spelled out what you meant by Mange-ment Quality, that would be a squidgy-factor explained as well.
Thanks!
6 Telecoms With Blockbuster Yields (Part I) [View article]
Fitch has it wrong, U.S. banks could actually wind up benefitting from Europe's debt crisis, says Rochdale's Dick Bove, He cites two reasons: First, U.S. banks have a relatively low level of exposure to European banks. Second, the problems facing European banks could actually drive business to seek healthier institutions in the U.S. His top picks: PNC Financial (PNC) and Fifth Third Bancorp (FITB). Both get hit when Europe erupts, but neither are heavily exposed to European banks. [View news story]
Sigh.
AT&T: Buy The Stock Or The Bond [View article]
Cramer's Lightning Round - The Coca-Cola Downgrade Was Fatuous (10/14/11) [View article]
Valero Looks Like a Steal At Its Current Price [View article]
Why Pepsi Is A Core Holding In My Portfolio [View article]
However, sometimes I personally put a warning flag on Russian things, and a separate one for Dairy - within the consumable groups.
Now PEP has, as you said, a
'Russian dairy goods company' within it.
Izze soda reflects the Whole-Foods isle discretionary within the "drink portfolio" now-a-days. For me a shock of russian cheese-drink factory is balanced so far.
Disclosure ( both KO and PEP, lately balance shifting towards the latter)
Whither T-Mobile USA? [View article]
A.K's Powershares (and ETF) test portfolio and analysis p.2 [View instapost]
(Best is still PDP; DWA's Technical Leaders. WTG chart-systems!)
A.K's Powershares (and ETF) test portfolio and analysis p.2 [View instapost]
On Zero Hedge's S&P 500 Conspiracy Theory - An Alternate Explanation [View article]
"They" did not take S.A. down merely because it is not a useful place to get advice :-) Kidding.
EDIT : actually it is just very very very slow to me. (Blogging people and opinions take up resources)
Wynn Resorts (WYNN): Q2 EPS of $1.60 beats by $0.57. Revenue of $1.4B (+32.3% Y/Y). Shares +1.3% AH.(PR) [View news story]
It's ironic that what he whines about is fiscal responsibility, he runs a skimming operation that produces nothing - height of irresponsibility with money! Tea Party can't help him either, they're tightwads.
2 Widely Held Losers to Cut Loose and 1 to Buy Now [View article]
on Fri, Jul 15 • T, EBAY, LUV
This year, Larry has commented on the following:
on Fri, Jul 15 • AMZN, AAPL, GOOG
on Wed, Jul 13 • IWS, CBS, TUP
(TUP interesting, years ago much better value, it grew!)
on Mon, Jul 11 • IWP, AHT, CPRT
on Fri, Jul 8 • CLX, PEP, SYY
on Thu, Jul 7 • IWF, AMZN, AAPL
on Wed, Jul 6 • DIS, GE, KO
on Tue, Jul 5 • PTH, BIIB, MCK <---- Drugs.
on Thu, Jun 30 • DELL, DTV, PEP
on Thu, Jun 30 • NFLX, JNJ, RAD
on Sun, Jun 26 • AEA
on Thu, Jun 23 • ARCC, CODI, FSC
on Wed, Jun 22 • AMGN, TEVA <--- Drugs again
on Tue, Jun 21 • DVY, CVX, ETR
on Mon, Jun 20 • COCO, CRR, TYC
on Mon, Jun 20 • HRB, ANF, LUV
on Thu, Jun 16 • HPQ, KO, MCD
on Wed, Jun 15 • IMAX
on Wed, Jun 15 • CPRT, ALL, PGR
on Tue, Jun 14 • PPDI
on Mon, Jun 13 • DLTR, NDN, DG <--- Cheap stuff stores.
on Mon, Jun 13 • LVS, MGM, WYNN <--- Casinos. Not my cuppa.
on Sun, Jun 12 • LUK, BRK.B •
on Fri, Jun 10 • AHT, GS, SHO •
on Thu, Jun 9 • GS, EDMC
on Wed, Jun 8 • IMAX
on Tue, Jun 7 • COP, CVX, BP
on Wed, Jan 26 • DTO, SLV, ZSL
Mr. Meyer's best is BDCS's, Disclosure for me - CODI held.
Some of these are 'building a portfolio' type articles - context important. I'm fond of keeping a Telco in my mix as well, and was indeed wondering if T needs replacing. Too bad DT delisted in the US, but maybe in future the German-run EuroNYSE will correct that?
Other phone stuff worth investigating, VOD and TEF. Hate Sprint, but it may be okay later on.
Navigating the Wild, Wonderful World of Canadian Corporations (Formerly Trusts) [View article]
Rick Mercer is himself Canadian. The quote from him, obviously, is that U.S.A seems to deserve a smack!
Otherwise, quite quite and carry on.
10 Reasons General Electric Is 25% Undervalued [View article]
One thing about Mr. Buffett, he seems to invest in things that, if he goes into their reports, he (and hopefully we) will see the big picture on what's selling, shipping, and growing. And of course where!