Oh yes, the pullback is due to the “politics” of the situation. Yes, yes let’s all delude ourselves on that issue. After all was the election of Scott Brown not supposed to cause a market rally? John Stewart himself talks about it. (Fast forward to 7:30 minutes into the show). | | | | --- | --- |...

So I saw the earnings of Starbucks and thought, “really? That well? Really?” And I dug into the earnings transcript and found something that made me think otherwise. > Favorable commodity costs and sales leverage in relation to our occupancy costs have also contributed to the improvement. > > … > >...

When I saw how Kraft is buying Cadbury’s I thought it was a bad deal. Not because of the financials but because of what Kraft is doing. I decided to take a good look at their product portfolio and I gasped. Kraft is a company that is going to get walloped by the governments. Kraft bought Cadburys...

Folks this blog posting is a must read, and I agree with it completely! BTW I did read his book, gave it 5 stars at Amazon, and will be giving another book review via Video podcast. Video podcast you ask? I am thinking of moving my blog into the next century, and do 2-3 minute regular video...

Yet again the Greek boogieman has come out. Greece is going to take down the entire Eurozone. And there are studies on how to kick out a member of the Eurozone. So sell, sell, sell the Euro… Meanwhile, all Eurozone CEO’s are cheering with each and every downtick. They are thinking, “hey we are...

And yet again a rating agency drops the rating of Greece. After all Greece is a problem yes? Let’s look at what Trichet had to say about this. > Comparing the euro zone to the United States in size and diversity, Trichet said that there are always more competitive and less competitive regions....

Today on Fast Money I heard the following: > I don’t care what the price of Microsoft is right now I want to buy in. This is a clear sign of a bubble. I was talking to a friend and he said, “you know this feels very similar to the dot com bubble.” I completely agreed. He said the higher we go the...

So I watched the new announcements of the Microsoft Slate and how “everybody” seems to be underwhelmed. Wow, really? Granted it is not that exciting of a topic, but I am not underwhelmed at all. Actually I am glad Microsoft did what they did. They showed a product that actually looks usable and is...

The tablet form factor is about to get very very interesting. Lenovo just made a bunch of announcements on new devices including a tablet. I looked at the specs of the tablet and have to say I am impressed. But what impresses me even further is the price: > Like the Skylight, Lenovo’s asking for...

Patrick in my blog entry on the bubble asked: > At times like this would you consider writing puts on stocks you might want to pick up should they retrace 25-50% of the rally? Quick answer: No… Why? Because it costs too much. In addition to my contrarian investment strategy I sell premium. And what...