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  • Habit Restaurants rallies after delaying secondary offering [View news story]
    Habit makes mouth watering, high quality burgers. They do not use many fully automated machines. In other words, it's a labor intensive operation. When volume stalls, overhead eats them alive.
    Nov 20, 2015. 09:09 AM | Likes Like |Link to Comment
  • Comcast launches its streaming TV service in Chicago [View news story]
    The service can be balky at times, at least via wifi. I am watching CNBC right now with it. There is about a 2 minute delay; nearly live would be a better way to describe it.
    Nov 19, 2015. 01:27 PM | Likes Like |Link to Comment
  • Stocks shrug off Paris attacks; U.S. tilts slightly lower [View news story]
    The choice of Friday the 13th as a day to attack was no coincidence.  The genesis of the Friday the 13th myth stems from 1307ad, when the Pope declared that the Knights Templar would be excommunicated.  That would mark a final victory of the Muslims over the Catholic crusades.
    Nov 16, 2015. 09:33 AM | Likes Like |Link to Comment
  • Margin worries hang over the apparel store sector [View news story]
    The strong US$ is a nice tailwind, as we import most of our clothes.
    Nov 6, 2015. 11:17 AM | Likes Like |Link to Comment
  • Chipotle cuts loss as E coli outbreak appears contained [View news story]
    Down on another E.coli scare.  But not far enuff, in MHO.  They have claimed to have 'control' over their supply chain, but it appears that their demands to their meat suppliers is met only with promises.  And there is never just one cockroach in the kitchen. Maybe they should buy the farm.
    Nov 2, 2015. 01:40 PM | 1 Like Like |Link to Comment
  • Leidos makes fresh highs following Drexel Hamilton upgrade [View news story]
    CPN hedges nat gas in the futures market.  The spread between cash and the near term futures contract is huge (1.96/2.27).  This gives them what amounts to free $$$. This will not last long, but nice to have now.
    Nov 2, 2015. 01:00 PM | Likes Like |Link to Comment
  • 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