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  • Omega Protein races higher amid upgrade and activist pressure [View news story]
    These boys should do fine on their own. But insider holdings are low. Nestle, Mondelez, Cargill, Danone, or ConAgra could swallow them without a dent in their balance sheets.
    Sep 29, 2015. 10:12 AM | Likes Like |Link to Comment
  • Google, others in the crosshairs as iOS ad-blockers arrive [View news story]
    The most popular browser with ad blocking for a PC is Maxthon. I've used it for over a year. It's nothing fancy; very stable. And free.
    Sep 18, 2015. 02:56 PM | Likes Like |Link to Comment
  • Chipotle restaurants in Minnesota tied to Salmonella outbreak [View news story]
    "Chipotle has to logically manage many more distribution routes because each ingredient may be purchased from a different farm, and one farm may supply multiple storesThus, Chipotle’s distribution system must continually be well managed, to keep up with its ever-growing supplier base." source: speech by Brian Fugate, 09/13.  Blush again CMG.
    Sep 11, 2015. 12:12 PM | Likes Like |Link to Comment
  • Cheniere Energy CEO seeks global spot market in LNG [View news story]
    LNG had better get something going soon. They have an over leveraged balance sheet.
    Sep 3, 2015. 05:58 PM | 1 Like Like |Link to Comment
  • Coal stocks on their bumpiest ride in five years [View news story]
    Here is a list of all the coal mines with fines that have been paid, circa 2014.
    Not a pretty picture.
    Sep 2, 2015. 03:31 PM | 1 Like Like |Link to Comment
  • Rosengren: Conditions for rate hike still in doubt [View news story]
    We like to think of the Fed as independent. But if foreign central banks decide to buy less at a 13 week T-bill auction, Treasury might have to increase the yield to capture the desired amount of dollars. All the Fed could do then, is to say 'OK', and raise short term rates.
    Sep 1, 2015. 01:27 PM | 1 Like Like |Link to Comment
  • New Colonel Sanders looks to defend turf for KFC [View news story]
    The original Colonel was more sincere than the one Darrell portrayed. Norm always makes me laugh.
    Aug 17, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • Yuan heads lower for second day as China sets rate near market's close [View news story]
    I do not want to sound like some sort of wise guy. I'd like to suggest that neither China nor Donald Trump are ready for the world stage for exactly the same reasons: myopia.
    Aug 11, 2015. 10:24 PM | Likes Like |Link to Comment
  • Cash flow concerns on the horizon for Boeing, UBS analysts say [View news story]
    Without any mention of an inventory build-up (white tails), I would consider the writer's opinion unsubstantiated. It's hard to hide white tails.
    Aug 11, 2015. 03:45 PM | 3 Likes Like |Link to Comment
  • AVG Technologies beats by $0.01, revenue in-line [View news story]
    If you are stateside, do not download their browser. It will erase programs and other browsers.
    Aug 5, 2015. 11:23 AM | Likes Like |Link to Comment
  • Crude supertanker operators take advantage of weak oil market [View news story]
    Ah, but rates are going up for the wrong reason. There is more crude around; above ground storage reaching capacity. The ships are being used, not to deliver, but to store.
    Jul 21, 2015. 10:45 AM | 3 Likes Like |Link to Comment
  • NYSE: Halt due to technical issue, not cyber breach [View news story]
    There have been a number of fiber optic cable cuttings in California recently.  Hope that's not the case on NYSE, as it would take several days to repair completely.  In the meantime, transmissions would be slowed.
    Jul 8, 2015. 12:57 PM | 1 Like Like |Link to Comment
  • Micron -18.7%; Street focuses on PC sales, 20nm DRAM transition [View news story]
    I am a holder. I would consider a buy about a week or so before the next earnings report. The reviews on Windows 10 should be in by then, but I don't think that to be much of a factor.
    Jun 26, 2015. 02:03 PM | 3 Likes Like |Link to Comment
  • Micron -18.7%; Street focuses on PC sales, 20nm DRAM transition [View news story]
    I have looked into a long term chart (1984) of MU. It shows several large declines, including the one in 2000. In each case, the stock shows a recovery in about 3 months, which would be about the time of the next earnings report.
    Consider, if you will, what I call the 'big bath accounting theory': It's a bad quarter, so they throw every piece of bad news they can find into the report. This sometimes coincides with a change in management. Then, by comparison, everything looks good several reports into the future.
    Jun 26, 2015. 01:29 PM | 23 Likes Like |Link to Comment
  • Stocks end week on cautious note amid Greece uncertainty [View news story]
    If you looked at today's performance in the etf, GREK, you would think that there is no problem with a run on the Greek banks. About 25% of the holdings are financial.
    Jun 19, 2015. 04:30 PM | 1 Like Like |Link to Comment