John Ransom - Holding Twitter
Posted: 10/28/2014 2:31:00 PM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: Luminex Corporation

Luminex Corporation-- Zack's

Luminex Corporation (LMNX) posted impressive third-quarter 2014 results. Adjusted earnings (including stock based compensation) of 22 cents per share were well ahead of the Zacks Consensus Estimate of 10 cents per share.

Earnings per share (EPS) jumped sharply from a penny in the year-ago quarter driven by strong revenue growth and margin expansion.

However, despite several strategic and operating initiatives during the year, Luminex lowered its 2014 revenue guidance which raises our concern. Moreover, consumable and system sales are expected to be under pressure in the near term.

Symbol: LMNX

Trailing PE: 48; Forward PE: 31

PEG: 1.08

Dividend: NA

Estimate Trend: Na

Ransom Note Trendline: Avoid Luminex…unless of course you know what you are doing.

Stock number two: Coach Inc.

Coach Earnings, Sales Tumble As Makeover Takes

Coach (NYSE:COH) may be hoping for patience and foresight, but those are things that neither investors nor shoppers appear to have for the handbag maker. Shares are tumbling amid still-plunging North American demand and a slow brand makeover, despite a view-topping quarter.

Excluding transformation-related charges, first-quarter earnings fell 31.2% to 53 cents a share, topping analysts' estimates by 8 cents. Revenue dropped 9.7% to $1.04 billion, edging past forecasts for slightly more than $1 billion.

Symbol: COH

Trailing PE: 12; Forward PE: 16

PEG: 3.33

Dividend: 3.80%

Estimate Trend: Up

Ransom Note Trendline: Sell Coach

Stock number three: Twitter, Inc.

New Twitter Metrics Could Be Welcome Sight for Investors-- Wall Street Journal

Twitter 's TWTR -8.92% shares are getting slammed on Tuesday, in part because of a disconnect between company executives and Wall Street over how to measure the social media service…

But what’s missing from these snapshots is the big picture…. It’s likely that Twitter is not ready to release these numbers, still too fresh with just a few months of data to go on or too volatile amid ongoing tweaks to the product.

Symbol: TWTR

Trailing PE: NA; Forward PE: 116

PEG: 6.13

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Hold Twitter

Michael Schaus - In Other News: Sexy Joe Biden Just in Time for Halloween!
Posted: 10/28/2014 11:58:00 AM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

Playboy is suggesting a “sexy Joe Biden” outfit for women for Halloween. Because nothing screams out “sexy” like a woman dressing up in a clown costume, right?


Speaking of clowns: Joe Biden recently explained that the middle class has been “left behind” during Obama’s tenure. I guess Joe’s handlers forgot to remind him whose side he is on.

(Daily Caller)

North Korean leader Kim Jong Un purged about 10 officials of his ruling Workers’ Party for watching South Korean soap operas. Daytime television will NOT be tolerated.


This eight year old got his football coach suspended because he scored a touchdown, which forced his team to break the league’s mercy rule. There are probably a handful of Democrats who are wondering if we can enforce a similar mercy rule on midterm elections.

(CBS Sports)

An Illinois Democrat has been caught on tape explaining that her constituents spend more time in jail than they do in church. Let’s be honest: This is Illinois. The same thing could be said for half the political class.

(The Right Scoop)

Islamic State stickers are starting to show up around a Texas town. Does the phrase “don’t mess with Texas” not translate into Arabic very well?

(Weasel Zippers)

John Ransom - Short Covering in 3D Market
Posted: 10/27/2014 2:43:00 PM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: Activision Blizzard, Inc.

Activision To Benefit From Destiny Sales-- Benzinga

Activsion is expected to report its third quarter results on November 3 after market close. [Brean Capital] expects the company to earn a non-GAAP earnings per share of $0.12 on $1.0 billion in revenue. The estimates are based on the 8.5 million units of "Destiny" sold in the quarter along with just over two million versions of "Diablo III: Reaper of Souls."

Symbol: ATVI

Trailing PE: 23; Forward PE: 13

PEG: 0.73

Dividend: 1.00%

Estimate Trend: Down

Ransom Note Trendline: Avoid Benzinga

Stock number two: The ExOne Company

Short Sellers Jump Back Into 3D Printing Stocks --24/7 Wall Street

Short interest in The ExOne Co. (NASDAQ: XONE) rose 10.5% to 4.96 million shares, and the days to cover fell to six. About 54.6% of the company’s shares are now short. Shares of ExOne fell about 6.7% in the two-week period and closed at $21.21 on Friday night, down about 65% year to date. The stock’s 52-week range is $16.00 to $70.25.

Symbol: XONE

Trailing PE: NA; Forward PE: NA

PEG: -2.35

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Sell ExOne

Stock number three: SodaStream International Ltd.

SodaStream International (SODA) Jumps: Stock Rises 15.4%—Zacks

SodaStream International Ltd. (SODA) was a big mover last session, as the company saw its shares rise over 15% on the day. The move came on solid volume too with far more shares changing hands than in a normal session. This breaks the recent trend of the company, as the stock is now trading above the volatile price range of $20.34 to $21.51 since Oct 7, 2014.

Symbol: SODA

Trailing PE: 17; Forward PE: 14

PEG: 0.74

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid SodaStream

Michael Schaus - In Other News: Wasserman Schultz is More Afraid of Republicans than Ebola or ISIS
Posted: 10/27/2014 11:03:00 AM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

Debbie Wasserman Schultz (that gem who chairs the DNC) said Republicans are scarier than ISIS or Ebola. I’m not sure about that… But I do know that Debbie is about as popular as the deadly Ebola virus. She and Obama should probably be quarantined if Democrats want to remain relevant.


Democrats are pushing for FEC oversight of the internet… Because nothing spells “freedom” quite like an unaccountable federal regulatory body in charge of censoring and limiting free speech.


The last of our forces are leaving Afghanistan. Great news, right? I mean heck, withdrawing troops worked out so well in Iraq.

(Free Beacon)

The guy that killed two California deputies was in the country illegally. Apparently, he was even deported twice. But, yeah… enforcing immigration laws is totally racist.

(Daily Caller)

Democrats are trying to convince Michelle Obama to run for Congress in 2018. I imagine her first priority will be reworking the Capitol building’s lunch menu.

(The Hill)

A Russian actor is suggesting that the Ebola virus is really the beginning of the Zombie Apocalypse. Either he’s crazy, or that eccentric homeless guy with the cardboard sign on the side of the highway is correct: The end is near.

(Weasel Zippers)

John Ransom - GM Kills Another One
Posted: 10/24/2014 2:51:00 PM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: General Motors Company

GM Ignition Switch Deaths Rise to 29-- Bloomberg

Deaths tied to General Motors Co.’s defective ignition switches rose to 29, according to Kenneth Feinberg, who is handling claims related to the controversy.

Feinberg spoke today in an interview on Bloomberg Television.

Symbol: GM

Trailing PE: 25; Forward PE: 7

PEG: 0.73

Dividend: 3.90%

Estimate Trend: Down

Ransom Note Trendline: Avoid GM

Stock number two: Jarden Corp

Jarden 3Q profit climbs; company plans stock split--Associated Press

Jarden Corp. (JAH) said Thursday its net income and revenue climbed in the third quarter as sales of branded products rose.

The owner of brands including Crock-Pot, Mr. Coffee, Coleman camping gear and Yankee Candle said its net income grew to $108.6 million, or 87 cents per share. Excluding one-time gains and costs, the company said its profit totaled $1.17 per share. Its revenue rose 19 percent to $2.14 billion in the period, as branded product sales increased 50 percent.

Symbol: JAH

Trailing PE: 41; Forward PE: 14

PEG: 1.25

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Hold Jarden

Stock number three: Flotek Industries Inc.

Why Flotek (FTK) Stock Closed Higher Today—The

Shares of Flotek Industries Inc. (FTK) closed up 9.78% to $23.68 on heavy trading volume today after the company reported 2014 third quarter revenue of $116.8 million, compared to $98.4 million for the same period a year ago.

The global supplier of drilling and production products reported net income of $14.3 million, or 26 cents per common share, compared to net income of $9 million, or 16 cents per common share for the same period a year ago, beating analysts' estimates of 24 cents a share.

Symbol: FTK

Trailing PE: 30; Forward PE: 18

PEG: 1.17

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Flotek

Michael Schaus - In Other News: Michelle Obama Has Been Hanging Out with Joe Biden too Often
Posted: 10/24/2014 12:42:00 PM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

Michelle Obama continues her hapless attempts to stir up support for Democrat candidates. During a campaign stop for Mark Udall in Colorado, she seems to have lost track of who she was talking about. Joe Biden is expected to step down as her speech writer in coming days.


Charlie Rangel says ISIS is not a major threat to the security of the United States. Which – in a way – is kinda true. After all, ISIS is not in congress.


The Queen of England sent her first tweet yesterday. (Why do I picture looking flummoxed as she searches for the hashtag on her typewriter?)

(The Guardian)

Authorities are trying to track down anyone who came in contact with the Ebola patient in New York City. Right now they have it narrowed down to anyone who rode a certain subway, took a number of cabs, visited a Brooklyn bowling alley, or lived in the patient’s apartment building. Or, to be more specific, they’ve narrowed their search down to about half of Manhattan.

(Fox News)

After the terrorist attack on Canada’s Parliament, super-model Chrissy Teigen took to twitter in an effort to whip-up support for more gun control. I guess that the backlash she received encouraged her to avoid calling for increased “hatchet-control” in New York City.


German employees at US airbases are about to get a 2.4 percent pay increase. US Service personnel on those same bases will get a 1 percent raise. You’re welcome, Germany.


John Ransom - Under Armor Under Performs
Posted: 10/23/2014 2:34:00 PM EST

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines.

Click here to listen to Ransom Notes Radio live or for archives of previous shows.

Stock number one: EMC Corporation

EMC Corp. Misses on Q3 Earnings, Revenues Increase Y/Y-- Zacks

EMC Corp. (EMC) reported third-quarter 2014 earnings (including stock-based compensation but excluding other non-recurring items) of 35 cents per share that missed the Zacks Consensus Estimate by a couple of cents.

Quarter Details

Revenues increased 9% year over year to $6.03 billion. Product sales increased 7.4% year over year, while services increased 10.9% from the year-ago quarter.

Symbol: EMC

Trailing PE: 23; Forward PE:12

PEG: 1.42

Dividend: 1.70

Estimate Trend: Down

Ransom Note Trendline: Buy EMC

Stock number two: Under Armour, Inc.

Under Armour warns of slowing apparel sales growth--Reuters

Under Armour Inc warned that its sales growth would slow next year as the scorching increase in sales of its sports apparel eases off due to cooling demand for its popular outdoor clothing designed to retain body heat.

Under Armour shares fell as much as 6.4 percent on Thursday after the company also said gross margins would fall in the current quarter due, in part, to the stronger dollar.

Symbol: UA

Trailing PE: 85; Forward PE: 54

PEG: 2.88

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid Under Armor

Stock number three: Yelp, Inc.

Yelp Downgraded As Business Signups Disappoint—IBD

Value investing is always a very popular strategy, and for good reason. After all, who doesn’t want to find stocks that have low PEs, solid outlooks, and decent dividends?

Fortunately for investors looking for this combination, we have identified a strong candidate which may be an impressive value; Banco Santander (Brasil) S.A. (BSBR).

Symbol: YELP

Trailing PE: NA; Forward PE: 148

PEG: 11.48

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Yelp

Michael Schaus - In Other News: Dem Blames GOP for Ebola – George Bush Waits His Turn
Posted: 10/23/2014 11:32:00 AM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

MSNBC decided to use the Canadian terrorist attack as an opportunity to shill for more gun control… Because ya know, Canada is known for its extraordinarily relaxed gun laws, right?

(Free Beacon)

Can we just take a moment to realize what it means when the Canadian Prime Minister sounds much tougher on terrorism than the US President?

(Fox News)

A Democrat is trying to blame a possible Ebola outbreak on Republicans. I’m sure if we think about it hard enough, it’s probably George W. Bush’s fault.

(Weasel Zippers)

The Union Station renovation in Denver, Colorado is being called racist because the station is mostly used by white people. Also, I’m pretty sure white marble was the main color used in construction.

(Denver Post)

California is forcing churches to provide funding for abortion coverage. After all, that whole “religious freedom” thing really tends to get in the way of Planned Parenthood’s bottom line.

(Life News)

Michael Schaus - In Other News: List of "Useless Government Spending" Strangely Doesn't Include Biden's Salary
Posted: 10/22/2014 12:21:00 PM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

More women currently prefer Republicans for congress than Democrats. I guess the “War on Women” is more of a civil war than anything else.


Tax revenues are at an all-time high. (Some people are giving credit to Obama’s tax hikes.) Despite our record tax revenues, government is still expected to run historically high deficits. It almost looks likespending might be the problem here…

(Daily Signal)

Speaking of government spending: Senator Tom Coburn has outlined over $25 billion of “useless” government spending. And, no… I don’t know if that also includes Joe Biden’s salary.

(Free Beacon)

Obama’s new Ebola Czar is missing another Ebola update this week. Is the word “Czar” Russian for “useless”? (Because I hate to think that the Bolsheviks were onto something when they decided to do away with the position.)

(Fox News)

The most recent autopsy shows that the unarmed black teen, Michael Brown, was most likely shot whileattacking Ferguson Police Officer Darren Wilson. Riots are expected throughout the area because facts are apparently racist.

(Business Insider)

An anti-gun Missouri legislator was arrested for carrying a loaded 9mm without a permit. Interestingly, she had also threatened to accelerate the riotous violence in Ferguson if Officer Darren Wilson wasn't indicted for murder – and she seems to have a deficit of gun-safety training… So, maybe we should just make it illegal for anti-gun Democrats to own guns?

(Weasel Zippers)

Michael Schaus - In Other News: England Outlaws Half My Twitter Followers
Posted: 10/21/2014 1:47:00 PM EST

Here are some other highlights and headlines that I noticed over at Ransom Notes Radio:

City Council members in Minneapolis want to ban the term “redskins” when the Washington Redskins square off against the Vikings. (Because, unlike Washington’s team, the Vikings’ mascot isn’t some cartoonish caricature of an entire group of people.)

(Daily Caller)

Barack Obama explained that he’s “doing pretty good”, and that he “loves the work”… Now that we know how he feels about his golf game, I wish someone would ask him about the presidency.

(The Hill)

A Justice Secretary in England has proposed a 2-year sentence for anyone found guilty of “internet bullying”. So if you write something nasty about me on Twitter, you better not do it from England.


Monica Lewinsky says Drudge ruined her life… It couldn’t possibly have been life decisions that she made regarding President Clinton, a cigar, and the Oval Office.

(Truth in Revolt)

George Lucas (ya know: the guy that created an empire of Star Wars related products before selling the franchise to the multinational Disney corporation) hates corporations... However he appears to like their profits.



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