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This article shortly and succinctly outlines the problems that some of these European countries are having in establishing a competitive economy.  Ridiculous labor laws that stifle business are devastating particularly in such a globalized economic environment where lower labor costs can allow a competitor to “eat the lunch” of the higher cost business.  These types...
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Chesapeake Energy (CHK) is blessed with wonderful assets and a management team that has regularly been leading innovators in the energy space as far as predicting trends and technological developments.  The problem with the company is that they are run like an aggressive “wildcat” firm as opposed to multi-billion dollar behemoth.  Balance sheet issues such...
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This article does a great job in outlining the importance of patents in the current environment in the tech sector. http://online.wsj.com/article/SB10001424052702303815404577335551794808074.html?mod=WSJ_hp_LEFTTopStories INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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With Best Buy struggling as a transformational shift from big box retail, to online distribution, more bad news occurred today with the announcement that the CEO is stepping down due to an internal probe.  Best Buy is a company that had a great model which is just becoming outdated due to the changing landscape so...
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At TTCM we have maintained that their are two ways to resolve the European crisis.  The first way is to abandon the Euro currency and allow struggling countries to depreciate their currencies as has been the model for a millenium, prior to the establishment of the Euro.  The second way is to adopt the same...
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Coty should be taken quite seriously from Avon and I think that if they raise the price to the high 20’s it’s possible a deal can get done.  They bring stronger management and an excellent track record in marketing and acquisitions.  I also wouldn’t be surprised to see another company enter the fray as Avon...
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It looks like things are beginning to heat up for Avon Products (AVP) after the bit yesterday.  I’d have a lot more confidence of something getting done if they would have replace the CEO Andrea Jung already.  It really doesn’t make sense to keep her on while this prolonged search is still going on.  I...
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The automotive industry is really performing well in the United States as pent up demand is meeting new more fuel efficient car models.  The average age of cars in use is in excess of 10 years so it makes a lot of sense to see sales increase, and I think that this is the beginning...
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My concern for the Chinese real estate market is growing greater as builders continue to increase supply despite falling prices and demand.  This is the worst case scenario for prices and the positive impact for Chinese GDP growth due to continued construction is nothing more than a sugar high, which will dissipate as demand wanes....
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In what is sure to be an interesting drama, Sirius XM Radio (SIRI) is attempting to put measures in place that would prohibit media mogul John Malone from taking control of the company.  Malone’s loan and preferred stock acquisition in the depths of the financial crisis was one of the most lucrative during that period...
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