Seeking Alpha

BruceInKY

BruceInKY
Send Message
View as an RSS Feed
View BruceInKY's Comments BY TICKER:
AAPL, ANR, BF.B, BTU, BUD, CHK, CMG, DE, DEO, DOG, F, GE, GLW, GM, JNJ, KNM, MCD, MU, PG, PGRX, PM, POT, SODA, SRHGY, T, TAP, TLT, WM
Latest  |  Highest rated
  • 4 Patriots For Independence Day [View article]
    Until Lisa Jackson is booted from the EPA and BO from the White House, it will prove difficult if not impossible to reopen mines profitably. UMW and management share that understanding.
    Jul 4 10:26 PM | Likes Like |Link to Comment
  • Treasurys return to the top of the U.S. fixed income heap, up 2.9% thus far in Q2, beating corporate bonds, mortgages, and munis. With the 10-year at 1.6%, a sampling of a consensus formed: "You're going to sleep less badly by buying a (Treasury)," "We have a scarcity of true safe-haven assets," "There's not going to be a serious backup" in rates, "People are terrified."  [View news story]
    Why buy anything my inept govt. is hawking?
    Jun 25 08:44 PM | Likes Like |Link to Comment
  • What's Next For Undervalued Coal Stocks? [View article]
    Lisa Jackson and the EPA are as big an obstacle to the recovery of coal stocks than any slowdowns in India and China. ACI shuttered Kentucky and West Virginia operations last week.
    Jun 25 05:00 PM | 2 Likes Like |Link to Comment
  • Coca-Cola (KO -0.4%) and PepsiCo (PEP -0.1%) start to use the same tactics that Big Tobacco has employed for years of championing the right of consumers to pick their own products. While the campaign of Mayor Bloomberg in New York City to ban large-sized soda drinks appears to be only a minor irritant, increasing talk of restricting soda products from the food stamp program stands as a more legitimate threat to soda sales if it takes hold. [View news story]
    http://bit.ly/Q5q2fb

    $80 billion spent per year, much of it traded at 50 cents on the dollar for drugs, beer and smokes. Often laundered through immigrant-owned convenience stores with no computerized record-keeping. And that doesn't even include the chips and candy sales. Can't imagine why the Feds don't want us to see a breakdown of items sold and spent by-location.
    Jun 25 04:28 PM | Likes Like |Link to Comment
  • Is Joe Sixpack's Economy Deep Into A Recession? [View article]
    Your estimate of the deadbeats at a mere 1 percent has me laughing out loud. Extraordinary Christian charity on a Sunday.
    Jun 17 10:46 AM | 4 Likes Like |Link to Comment
  • Getting Defensive On Brands You Know With Diageo [View article]
    Dividend Growth Investor's SA piece on O id'd DEO property as vineyards in CA. I think not very important at this time. Brad, any clues on what they may own outright in UK, IRE, US and Canada? I believe DEO has substantial distillery, brewery, bottling, warehouse footprint, much acquired generations ago.
    Jun 15 07:35 PM | Likes Like |Link to Comment
  • Getting Defensive On Brands You Know With Diageo [View article]
    On an annual basis I wish that as an investor I could afford to acquire DEO shares the way I order and resell their products at retail. Mix can vary by location but the brands are very well supported and sell themselves at healthy margins. I also like TAP and its similar longer term strategic culture.
    Jun 15 07:17 PM | Likes Like |Link to Comment
  • Initial Jobless Claims: 383K vs. 370K consensus (prior week revised to 373K from 370K). Continuing claims -36K to 3.24M.  [View news story]
    Waiting for bbro to apply the pro-Obama spin to the numbers.
    May 31 08:40 AM | Likes Like |Link to Comment
  • With renewable-energy subsidies as the fuel, a trade war between the U.S. and China is heating up. Markets both countries see as strategic (like America's $8.4B solar market) are playing host to increasing WTO challenges. And that's not to mention skirmishes over steel pipes, poultry, tires and music.  [View news story]
    The irony is that if we let China take the lead in solar they will need to buy more coal and natural gas from us to legacy power their green energy factories.
    May 28 10:07 AM | Likes Like |Link to Comment
  • Though academic research suggests that the stocks of companies that make political donations perform worse than ones that don't, this year's elections could see corporate political spending skyrocket with a Supreme Court ruling having opened the door for unlimited spending on campaigns. Shareholders at Boeing (BA), IBM, PepsiCo (PEP) and BofA (BAC) seem to get the picture - having put forward motions to curb political spending. But their resolutions failed, so execs may squander more resources on campaigns with no benefit to investors. [View news story]
    And why shouldn't Boeing be politically active, as the future profitability of their North American operations is at stake?
    May 27 10:24 AM | 2 Likes Like |Link to Comment
  • Shares of Big Lots (BIG) slip 6.1% in premarket trading after the company misses with its Q1 report on weak same-store sales and offers lower guidance for the full year. The company says it will purchase up to an additional $200M worth of its stock, although inquiring minds are wondering if buybacks are the best strategy. [View news story]
    I find BIG reporting weak sales and offering lower guidance even more disconcerting than the Richmond Fed report.
    May 23 09:18 AM | Likes Like |Link to Comment
  • McDonald's: Finally Back In The Fair-Value Zone [View article]
    Only 6 analysts covering MCD?
    May 16 12:53 AM | Likes Like |Link to Comment
  • Self-confessed snobbish beer blog Beer & Whiskey Brothers openly questions how watered down American light beers such as Coors Light and Michelob Light are able to grab medals at the World Beer Cup with thousands of tasty craft brews on the scene. The answer from industry watchers is that giants such as Anheuser-Busch InBev (BUD), Molson Coors (TAP), SABMiller (SBMRY.PK) still pack such a powerful punch with lobbyists and that craft breweries face an uphill climb to sales relevancy - with top players likely to get snapped up and the rest possibly doomed to unprofitability. [View news story]
    Miller Lite, Bud Light, Coors Light sell themselves all day every day, and the volume a retailer does in those leading sku's more than offsets any personal fondness for the craft brewers.
    May 11 01:13 PM | Likes Like |Link to Comment
  • Citing higher inflation than would otherwise be expected, Minneapolis Fed President Kocherlakota suggests the country is closer to full employment than labor market gauges indicate (has the man never heard of stagflation?). He reiterates his view the Fed should consider exiting ZIRP in 6-9 months.  [View news story]
    Where's bbro with the positive spin?
    May 10 02:57 PM | 2 Likes Like |Link to Comment
  • Moody's turns negative in its outlook for the U.S. coal industry, citing "a regulatory environment that puts coal at a disadvantage, along with low natural gas prices," with some of the decline in U.S. coal consumption permanent. Moody's expects operating margins for coal producers to deteriorate this year, and for prices for U.S. coal deliveries to decline at least 5% in 2013.  [View news story]
    http://cjky.it/IZcDTE?odyssey=tab|topnews|t...

    I'm sure the Feds are bullying other states too, so this is not encouraging.
    May 8 11:18 AM | 1 Like Like |Link to Comment
COMMENTS STATS
380 Comments
486 Likes