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Cemex Is Better Than The Market Seems To Think
Cemex has made significant strides in improving its operating efficiency, leading to higher margins, lower working capital needs, and better asset utilization. Cemex is well-placed to take advantage o... read more
'No deal' on Brexit is the punishment for leaving, not the reward
It is the punishment Brexit. It is the deterrent to leaving, not the reward. "No deal" is what the EU wants "pour encourager les autres." "I think we should be aiming a tad higher than avoiding death" ... read more
Better Speculative Biotech Stock: Amarin Corporation vs. Geron Corporation
Biotech stocks trading under $5 a share may seem like more trouble than they ... is that the market will probably overreact in a big way if Vascepa fails to hit on its primary endpoint in Reduce-It. W... read more
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Trump says impeachment would crash the market. Really?
President Donald Trump has a warning for Washington and Wall Street: Impeachment would tank the stock market. "I think that if I ever got impeached ... wrote to clients on Thursday. "The market seems ... read more
Samsung’s Gear Sport Is Easier to Use Than the Apple Watch, But Where Are My Damn Apps?
The Gear Sport features all-day heart rate monitoring so you can see an entire day’s history at a glance. There also seems to be some friction in ... It’s light years better than all the swiping you h... read more
Cemex Still Undervalued - And Somewhat Underwhelming
Although Cemex (CX) shares have done pretty well since my last update, rising more than ... t think volumes at Cemex are as much at risk as some bears seem to think; the U.S. construction market (both ... read more
China now as big a market for Apple as Europe after strong growth & iPhone X success
And so I think there’s lots of things that bind the countries together and I’m actually very optimistic. I think history shows us that countries that embrace openness and diversity do much, much bette... read more
Imagining A Better World: What If The Apple Store Were The Worst Job Around?
It's true that Apple has a much higher market capitalization ... And it seems to me to point to the fact that the really urgent question isn't why aren't Apple Store jobs better, but why are so many j... read more
Should I get out of the market until it returns to sanity?
I'll grant you that it seems possible ... Which is why I think it's futile to base your investment strategy on what amounts to speculation. A more sensible approach than trying to divine when you shou... read more
A Short Guide to Strategy for Entrepreneurs
Yet for too many entrepreneurs, especially those steeped in tech and devoted to product, strategy often seems to be an afterthought ... it is usually not possible to be better than the competition on ... read more
Trump: 'If I ever got impeached, I think the market would crash'
President Donald Trump believes the market wouldn’t react well if he were to be impeached. “If I ever got impeached, I think the market would ... Pence “could turn out to be better for markets and the ... read more
How to use HomePod with Apple TV … it mostly works but there are some drawbacks
A HomePod will sound better than the internal speakers ... Also, if you think you can use the Hey Siri features of HomePod to navigate the Apple TV, you are probably not in the target market here. Sir... read more