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May 31, 2012
http://seekingalpha.com/article/629321-j-c-penney-substantial-upside-with-solid-margin-of-safety INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Nike today announced that they are planning to divest their Cole Haan and Umbro brands.  I think this is a good move due to the lower operating margins that these brands have, and they also distract Nike from their core business focus which is thriving.  Nike’s competitive advantages continue to grow as they are constantly...
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I’m glad to see that the Italian Prime Minister Mario Monti is ratcheting up pressure on the German’s to be more flexible in aiding peripheral Europe.  I really don’t think the Germans have any choice if there wish is to save the European Union.  With the current disruptions in Spain due to the restructuring of...
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There is no doubt that RIMM has really dug a hole for itself with the huge lag between new products.  Blackberry 10 must hit it big or the company will likely be sold.  I still believe the company makes a lot of sense for a buyer such as a Microsoft who could expand their mobile...
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It looks like John Malone is moving forward with his plan to fully control Sirius XM Radio (SIRI).  This was without a doubt one of the finest investment of the financial crisis.  Malone owns some very valuable assets within his media empire and I’ll be curious how he leads Sirius, which is without a doubt...
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