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BruceInKY

BruceInKY
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  • 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
  • Like some other Internet names, Pandora (P -4.9%) is falling hard. Rival Spotify announced over the weekend U.S. users had listened to over 13B tracks through its service in the 12 months following its U.S. launch, and that 27.8B tracks had been shared (many of them via Facebook's Open Graph). Pandora, for its part, reported this morning its cumulative audience in the coveted 18-49 demographic rose 6% from March to June, to 25.3M listeners (per Triton Research).  [View news story]
    Started using iHeart and my kids use Pandora. We all ignore the ads and won't pay for subscriptions. I appreciate that we nonetheless generate royalty income for starving and not-so-starving artists. Seems a difficult business model but I love the "user-casting" technology even with its current restrictions.
    Jul 23 10:42 AM | Likes Like |Link to Comment
  • Individuals and their families have squirreled away $21-32T of financial assets in offshore tax havens, a study conducted for pressure group Tax Justice Network shows. That represents up to $280B in lost global income tax.  [View news story]
    "it inspires you to confiscate the $30 trillion of secret assets"

    I was going to chide Cincinnatus for calling you a fascist, but seriously?
    Jul 23 10:11 AM | Likes Like |Link to Comment
  • Individuals and their families have squirreled away $21-32T of financial assets in offshore tax havens, a study conducted for pressure group Tax Justice Network shows. That represents up to $280B in lost global income tax.  [View news story]
    George Soros, for example. Your post unintentionally sums him up. Every sentence.
    Jul 22 10:31 AM | 2 Likes Like |Link to Comment
  • One Of The Biggest Opportunities In Commodities Since 1997 [View article]
    AA is so cheap that a 100-share stake ought to be the minimum for writing an article that will trigger 5600+ e-mail alerts.
    Jul 22 10:22 AM | 1 Like Like |Link to Comment
  • Inflation: The 800-Pound Bear In The Room [View article]
    John, you are hereby nominated for a Golden Geek award. And I mean that as a sincere compliment.
    Jul 22 10:04 AM | Likes Like |Link to Comment
  • Bernanke Q&A: The Chairman admits to a "theoretical limit" on QE, noting if the Fed owns too much Treasury and agency debt, it would "greatly reduce market functioning." The Fed has yet to hit that point, he adds. There's always stocks!  [View news story]
    Glad to know it's only a theoretical concern. I feel better now.
    Jul 18 12:55 PM | 1 Like Like |Link to Comment
  • Shocking statistic of the day: The six heirs to the Wal-Mart (WMT +0.1%) fortune are as wealthy as the bottom 41.5% of U.S. families combined, according to analysis from the Economic Policy Institute. The Walton clan, known for speaking soft and carrying a big stick, are also trending higher at a faster pace than the masses with Wal-Mart on a resilient 22% YTD run. (Previous: WMT, investment or deflation hedge?[View news story]
    I don't shop at Wal-Mart in part due to low-quality Chinese-made goods. I also dislike the environment and check-out experience. Yet many Wal-Mart employees stay on board for years and thereby improve their own lives. The company is expanding overseas in the footsteps of American fast-food giants. Ultimately, I think they create MORE middle-class lifestyle opportunities in MOST of the places they go. And if you've been managing a chunk of their supply chain I would bet your professional skills are in high demand.
    Jul 18 11:41 AM | Likes Like |Link to Comment
  • Shocking statistic of the day: The six heirs to the Wal-Mart (WMT +0.1%) fortune are as wealthy as the bottom 41.5% of U.S. families combined, according to analysis from the Economic Policy Institute. The Walton clan, known for speaking soft and carrying a big stick, are also trending higher at a faster pace than the masses with Wal-Mart on a resilient 22% YTD run. (Previous: WMT, investment or deflation hedge?[View news story]
    When Obama hears this they are going to be in big trouble:

    "Warren, why did I have to learn this from the press? Valerie, get George on the other line, and have my translator stand by! Jay, put down those jellybeans. Yes Michelle, I'll eat my peas. Somebody tell Holder to get on these people. I want a show trial for October."
    Jul 18 11:32 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
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