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...

I have been way, way to long from writing this. But the reality is that I really did not know what to say because I was confused and perplexed about the market. Today when I watched Cramer I finally decided to take the bull by the horns and release all of my predictions that I have been writing...