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Chez le Bart

Chez le Bart
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  • Ugliest Q3 Earnings Revision? Check Your Kid's T-Shirt [View article]
    ANF will continue bumping along the bottom until there is a strategic change in direction. That is unlikely under the current CEO. Although 25 is a much better entry point I would focus on why it fell to the mid twenties.
    Nov 25, 2013. 06:52 PM | Likes Like |Link to Comment
  • Frannie bets a puzzle to many [View news story]
    The courts, and only the courts should decide the issue. The government is not an impartial arbitrator, receiving billions in funds from their role. In the current "fiscal environment" I'm skeptical whether it is possible for a rational, reasonable decision to be rendered that would be fair to the parties concerned.
    Nov 22, 2013. 10:21 PM | Likes Like |Link to Comment
  • F&F Earn Billions In Dividends, Swept To Treasury [View article]
    I have a friend who is counting on his buck 50 a share price to go to $50. In essence that is the driver for the optimism of shareholders and their trust in the courts to "do the right thing". The government is benefiting from the "status quo" thus moving with glacial speed. Greed of the government, greed of the share holders... Let's hope the courts are more sober and issue an opinion that is entirely in the interests of the country of which most (not all) are citizens of.
    Nov 12, 2013. 08:29 PM | Likes Like |Link to Comment
  • A Bullish Case For Fannie Mae [View article]
    A European friend put 1000 Euros into FNMA-OB with the hope he wins big. This reminds me of someone going to the Casino and has some money which he knows he might lose, but can afford to, and thinks "what if I win big"? Most are staying away form FNMA. Anyone with discretionary funds who want to take a fling at a stock in litigation and at the whims of Congress could "win big". Huuumm....
    Jul 31, 2013. 01:29 AM | Likes Like |Link to Comment
  • Philip Morris International (PM): Q2 EPS of $1.30 misses by $0.11. Revenue of $7.9B misses by $0.32B. (PR[View news story]
    Expected...potentially good opportunity to get in at a lower price.
    Look for 79-81 price level and buy.
    Jul 18, 2013. 07:18 AM | 1 Like Like |Link to Comment
  • Philip Morris: Explaining The Debt Issue [View article]
    A total dismissal Mr. Maurer's comments is dangerous for investors. I own PM and would consider buying more on another pullback. One thing is clear. He has a concern about the debt issue, and repeatedly indicates it is not an immediate serious concern. one comment refers to "trends have consequences". He is asking you to look at the trends, positive and negative. If one is buying PM for one's retirement portfolio I would assume one would want to exercise exhaustive due diligence along the way to one's "golden years".
    Jul 11, 2013. 07:46 PM | 3 Likes Like |Link to Comment
  • 5 Underpriced Dividend Stocks [View article]
    Why does one believe that stocks near or at 52 week highs and already in 3 figures are underpriced?
    Mar 23, 2013. 02:50 AM | Likes Like |Link to Comment
  • Facebook (FB) gets the Barron's treatment, making the cover along with an assertion it's worth $15/share. "Success in mobile is no sure thing," writes Andrew Bary, not surprisingly focusing on the rapid shift in the company's user base away from desktops. Mostly ignored by the sell-side, the firm has a whopping stock-based compensation expense. Toss this in, and even at $15, the shares would trade at 35X 2013 estimates. [View news story]
    The old expression " you've been suckered" will be replaced by the contemporary expression " you've been Zuckered". Only hope for the 38 dollar a crowd is the law suit.
    Sep 22, 2012. 10:59 AM | 4 Likes Like |Link to Comment
  • A court in Norway upholds a national ban on displaying tobacco products in stores in plain sight as part of a policy to discourage smoking. Major European seller Philip Morris (PM) says it may appeal the decision on the grounds it violates a free trade agreement between the EU and non-member Norway. [View news story]
    Makes one skeptical of the worth of SA articles....
    Sep 14, 2012. 08:16 PM | Likes Like |Link to Comment
  • I Am Not Buying Cisco's Dividend Increase [View article]
    Mr. Murdock's conclusion does not deserve comments such as "Wow, the conclusion really sucks." It adds nothing to the debate.
    The reasons why he/she makes such a remark would be more constructive, leaving out the "street language".
    Aug 16, 2012. 01:00 PM | 2 Likes Like |Link to Comment
  • Cisco Earnings Preview: Patience Needed With Valuation Reasonable And Long-Term Bottom Forming [View article]
    Agree Mr. Chambers has been less than motivating when pondering CSCO. But not sure if it matters that much because it's always about the numbers, and the fundamental numbers are good. It's an "old tech" company which is seeking a new identity. Holding it won't lose you any money while waiting to see whether CSCO rises to the challenge; or selling and taking the cash to invest in something rewarding now, watching CSCO and jumping in if it looks ready to rise.
    Aug 13, 2012. 11:45 AM | Likes Like |Link to Comment
  • Warren Buffett appears to prefer cash over consumer stocks as the latest 10-Q from Berkshire Hathaway (BRK,BRK.A shows a buildup of the firm's cash position at the possible expense of powerhouse names such as Kraft (KFT +0.5%) and Procter & Gamble (PG +0.5%). Berkshire's cost basis in its consumer portfolio slipped to $9.84B from $12.3B during Q2. [View news story]
    Makes one wonder whether Mr. Buffet is becoming negative about the economy and/or if he is hedging his bets on the election and the projected fiscal cliff scenario.
    Aug 6, 2012. 01:23 PM | Likes Like |Link to Comment
  • Altria: Solid Earnings Per Share Numbers Mask Serious Challenges [View article]
    US National Living and working in Asia. Active investor and keen follower of the markets.
    Jul 26, 2012. 11:24 AM | Likes Like |Link to Comment
  • The Reversal Of Public Opinion: Bullish For Altria [View article]
    PM has the agreement with China, not MO. However, both stocks are a buy or hold. Don't let the gaffe prevent you from absorbing some good commentary for thought.
    Mar 8, 2012. 01:17 AM | Likes Like |Link to Comment