America is over the single cup server phenomenon (GMCR), as well as losing weight at WTW. We’re also sick of the shit HLF makes, but love some sugar water soda pop: MNST, KO and PEP.
One thing is for certain, we still love AAPL and we hate travel agencies, opting for the online versions instead: PCLN, EXPE and TRIP. YELP is killing it because we don’t trust “professional food critiques.” The reviews that matter are the consensus opinions of the masses, which is why ANGI is of great interest to me.
Natural gas is so cheap, it has caused dementia in the management personal of America’s largest natural gas producer (CHK), leaving them open to a legitimate funding gap next year.
Coal has been killed, partly thanks to cheaper natural gas supplanting it at power plants and a seemingly worsening Chinese economy, leading to weak met coal pricing. Nevertheless, oil is still robust and margins at the refineries are very strong.
Online advertising is allegedly strong; but why is VCLK getting smashed this morning? American’s love to watch movies (RGC), but have grown weary of the sub-par offerings of NFLX. iTunes will crush them one day to dust.
The next big trend is out there, within reach of anyone who is paying attention. I happen to believe that trend is hidden in the cosmetically rich valuations of social networking stocks. Before you know it, their 50%+ growth rates will cheapen the valuations and these stocks will “Priceline” the fuck higher, scorching the shorts, sending those fuckers sheepishly to the breadline.
http://www.youtube.com/watch?v=e9GaKRRXgpY
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