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  • Why Alternative Energy Will Never Achieve Widespread Use In Our Lifetime [View article]
    Glad to know the unemployed 30+% in Spain will be able to charge their iPhones.
    Aug 21 07:45 PM | 1 Like Like |Link to Comment
  • "Fears of an unstoppable Chinese juggernaut are misplaced or outdated," writes Patrick Chovanec, urging to instead focus on a country stumbling badly and not knowing what to do next. How might the next President respond to a devaluation of the yuan, continued dumping of excess steel and other products, or even an escalation of military tension in the South China Sea (as Beijing tries to shift attention away from domestic issues). [View news story]
    The article referenced is worth your time. I have sensed an oddly passive China, but perhaps it really is resting and will see what our path is before reacting and/or seizing a moment. See also Russia, and competing anti-US agendas in Iran, Syria, etc.
    Aug 19 10:15 PM | Likes Like |Link to Comment
  • Regarding The Consumer Sentiment Party - I Have Other Plans [View article]
    I own a retail store and would attribute the "gain in sales" to price inflation, not increased spending.
    Aug 19 10:10 AM | 3 Likes Like |Link to Comment
  • "It seems like the [factory] sector is stuck in neutral," says RBS's Guy Berger. Several reasons are at play. "Japan is going nowhere, Europe is in recession, and we’ve got our own problems," such as stalemate over tax and spending, says MFR's Josh Shapiro, who reckons the chance of recession in the next year is 50%. [View news story]
    If Obama gets re-elected and the Bush tax rates expire, there is a 100% chance of collapse.
    Aug 19 10:03 AM | 5 Likes Like |Link to Comment
  • Workers at Caterpillar's (CAT +1.5%) Joliet, Ill., factory vote in favor of the company's new pay offer, a move that will end a strike lasting more than five months. [View news story]
    Imagine giving the SEIU, AFSCME and AFL-CIO members that occupy our federal, state and municipal buildings a 5-month furlough and renegotiating those contracts!
    Aug 18 11:17 AM | Likes Like |Link to Comment
  • Buy Deere For A Discount [View article]
    Doolan: good basic company-specific overview, clear statement of opinion, and you own DE. Nice read. Can't resist adding that your smiling pic reminded me of a young Jimmy Dean.
    Aug 18 11:08 AM | 1 Like Like |Link to Comment
  • Met Coal Falling Fast [View article]
    As with CHK, in some respects.
    Aug 17 08:14 PM | Likes Like |Link to Comment
  • Mark Thompson has been named CEO and president at The New York Times Co. (NYT), filling a vacancy left after Janet Robinson left last December. Thompson, outgoing director general of the BBC, will join in November and also sit on the board, and speculation had him up for the role throughout the summer. [View news story]
    As if this move will stem the slide in subscriptions. At least he'll benefit from a 1%'er compensation package.
    Aug 15 09:02 AM | Likes Like |Link to Comment
  • July Consumer Price Index: 0.0% vs. +0.2% expected, 0.0% prior. Core CPI +0.1% vs. +0.2% expected, +0.2% prior. [View news story]
    My suppliers are increasing prices on high-volume everyday brands, but there are "bargains" aplenty on higher priced luxury goods because those items are not in demand and there are incentives to push that inventory out of the warehouse and onto the retailer's floor.
    Aug 15 08:59 AM | Likes Like |Link to Comment
  • Johnson & Johnson: A Buy And Core Holding For The Long Haul [View article]
    Good detail to back up your ideas, approachable style, enriched my perspective on JNJ. Following.
    Aug 9 10:39 PM | 1 Like Like |Link to Comment
  • Buy PPL To Hedge Against Duke, Southern [View article]
    You about lost me at "economy moving towards full employment" but would like to know basis of 164-plus tax calculation nonetheless.
    Aug 1 10:29 PM | Likes Like |Link to Comment
  • Why Corporate Earnings Could Drop More Than 50% [View article]
    Appreciate the disclosures as they spur reader to do independent research and analysis, and also bbro's reference to a previous call. Good article and implied invitations to dialog.
    Aug 1 10:14 PM | 1 Like Like |Link to Comment
  • Coal Stocks Will Recover, But There Is A Long Way To Go [View article]
    Heck of a first article Andrew, well-written and -reasoned, and it's attracted Mark's interest which gives you some instant credibility on the subject. I'm curious about your focus on coal, and welcome fleshed-out bio and more articles. Furthermore, as cheap as ACI is, can't you spring for 100 shares and declare long or short?
    Aug 1 09:46 PM | Likes Like |Link to Comment
  • Molson Coors: The Perfect Play For A Downturn [View article]
    I also like the over-the-horizon outlook and skills of the Molson and Coors family members who lead the company. Long TAP.
    Aug 1 09:05 AM | Likes Like |Link to Comment
  • Tufts 5% Century Bonds Now Yield 4% [View article]
    Makes more sense than Treasuries and Municipals.
    Jul 31 05:24 PM | 1 Like Like |Link to Comment