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Drew Robertson

Drew Robertson
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  • The Pay-TV industry: Something has to give [View news story]
    One thing is clear. Consumers are delighted to pay DIS for ESPN channels even though they don't watch them. Furthermore they look forward to ever increasing retrans fees from CBS, DIS, CMSA and their local TV channels. They know they've been getting a bargain up until now and are concerned that they may be starving the Golden Goose. Thus their enthusiasm for higher fees.

    Dec 4, 2013. 05:54 PM | 1 Like Like |Link to Comment
  • Drone on: UPS also testing delivery drone concept [View news story]
    Wouldn't you rather have a wide awake robot driving that 18-wheeler that's in front of you on the rain-slick interstate?
    Dec 3, 2013. 10:07 AM | 2 Likes Like |Link to Comment
  • FactorShares sets closing on 5 spread ETFs [View news story]
    The marketing, regulatory and admin costs of ETFs make them noncompetitive with DIY operations like Motif. It would take me about 15 minutes and $10 a trade to replicate all five of those spreads in Motif.
    Nov 18, 2013. 02:22 PM | Likes Like |Link to Comment
  • Soda tax proposed in the U.K. [View news story]
    Nov 11, 2013. 01:54 PM | Likes Like |Link to Comment
  • Soda tax proposed in the U.K. [View news story]
    Good idea. Rather than taxing consumers, put a HST (Health Subtracted Tax) on KO, PEP, MO,WMT,KR et al to make up for the cost to the healthcare system from lung cancer, diabetes, etc. that taxpayers are footing now.
    Nov 11, 2013. 01:07 PM | Likes Like |Link to Comment
  • Soda tax proposed in the U.K. [View news story]
    This is an unwarranted intrusion on the relationship between soda pop companies and their customers. What's next? Taxes on cigarettes? Beer?
    Nov 11, 2013. 08:56 AM | Likes Like |Link to Comment
  • Heavy client demand has Apollo upping size of new fund [View news story]
    From May 2013. When market was overvalued.

    "It's almost biblical. There is a time to reap and there's a time to sow," Leon Black, chairman and chief executive of Apollo Global Management (ticker: APO) declared to the Milken Institute's global conference in Los Angeles, alluding to that same Scriptural passage. "We are harvesting," he added pointedly.

    That is, the private-equity giant is a net seller because things simply can't get much better. "We think it's a fabulous environment to be selling," he says, noting Apollo has sold about $13 billion in assets in the past 15 months. "We're selling everything that's not nailed down. And if we're not selling, we're refinancing."

    That's because there has never been such a good time to borrow -- which is raising warning flags for Black. "The financing market is as good as we have ever seen it. It's back to 2007 levels. There is no institutional memory," he observed, referring to the peak of the last credit bubble.
    Nov 5, 2013. 03:25 PM | Likes Like |Link to Comment
  • Intel reportedly set to abandon TV project, sell assets to Verizon [View news story]
    Great news for vederetv
    Oct 30, 2013. 09:44 AM | Likes Like |Link to Comment
  • Low-Volatility Investing Versus CAPM: The Truth About The Low-Volatility Effect! [View article]
    Don't wait for the big index providers to make an ETF for you. We aren't. We've created a family of tradeable factor portfolios including BRS Lows at Motif. It's a portfolio of thirty names that are low vol but also cross-correlated. Theoretically (our theory at least) they are reacting the LEAST to the prevailing market beta at the time. When the dominant factor changes the Lows (and Highs) will change as well. Take a look at the Highs. They've outperformed the Lows by about 2600 bps in the last year.
    Oct 24, 2013. 05:28 PM | Likes Like |Link to Comment
  • No sugarcoating soft demand for soda [View news story]
    If KO is thinking M&A, I believe Walter White's business is available. Added advantage of being in the same sector.
    Oct 15, 2013. 02:11 PM | Likes Like |Link to Comment
  • Hershey to launch new brand in U.S. [View news story]
    Hershey's Kutztown? Hershey's Intercourse? The possibilities are (not quite) endless.
    Oct 10, 2013. 10:37 AM | Likes Like |Link to Comment
  • Don't panic over biotech selloff, Bernstein Research says [View news story]
    You're right it's not just biotechs it's all MOMOs. Here's a good list.
    Oct 9, 2013. 01:15 PM | Likes Like |Link to Comment
  • Canada's first oil sands unit-train to run in November [View news story]
    Good news for CP Rail and Bill Ackman if he's still around in late 2014.
    Oct 4, 2013. 04:13 PM | Likes Like |Link to Comment
  • More auto factories heading to North America, this time Mexico [View news story]
    This is good news for KSU.
    Sep 26, 2013. 11:26 AM | Likes Like |Link to Comment
  • Rail Traffic Surges To 5-Year High [View article]
    I would not buy one railroad. I would buy the sector. I did.
    Sep 9, 2013. 04:17 PM | Likes Like |Link to Comment