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June 6, 2012
Tempur-Pedic (TPX) saw its stock get halved today after the specialty mattress maker forecasted a disappointing second quarter, and lowered earnings estimates for the year.  Temper-Pedic is facing increasing competition in the memory foam market where it has been dominant for years.  The company boast wonderful returns on invested capital and has been growing margins...
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Chesapeake Energy (CHK) is said to be discussing selling pipelines to Global Infrastructure Partners for more than $4 billion.  While I think this move is a positive if Chesapeake elects to go at it alone, I think they are selling a high quality asset that will produce solid cash flows for years at a fair...
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Meg Whitman has a big job on her hands revitalizing Hewlett Packard (HPQ).  I believe that she is up for the job and the opportunity is significant.  HPQ needs to realign their expense structure to deal with the current market environment which is pressuring many of their businesses.  I believe they should identify non-core businesses...
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http://seekingalpha.com/article/640441-one-man-s-opinion-on-a-european-solution INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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http://seekingalpha.com/article/639981-3-u-s-banks-with-divergence-of-business-and-stock-values INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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