Michael Schaus - In Other News: Obama’s Starbucks Salute - “Semper Fi Latte with Half a Pump”
Posted: 9/24/2014 2:22:00 PM EST

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

A school in Temecula, Calif, is purging its library of any book written by a Christian author, features a Christian set of characters, or promotes a (supposedly) Christian message. (I guess they needed some more fodder for their bonfire.)

(Fox News)?

More riots broke out in Ferguson after an unattended candle ended up burning down the makeshift memorial to Mike Brown. The racist candle was probably made from white colored wax.

(CBS)

One guy at the Climate change march, in New York City, said the solution is to burn down the homes of all the rich people… Can you imagine the carbon footprint that would create?

(YouTube)

The White House has apparently been censoring pool reports. Wow… And they still can’t convince the American people that Obama knows what he’s doing.

(Washington Post)

At the UN Obama managed to insult Israel, he mentioned that America is racist, and he defended Islam… The good news is that after he was done, none of our adversaries had anything left to say.

(Breitbart)

Rush Limbaugh once tipped a waitress $2,000 on a modest check. However, because he is “evil incarnate” (according to the waitress) she donated Limbaugh’s “blood money” to an abortion clinic. It must be nice stumbling through life with such little self-awareness.

(Breitbart)

And, one last thought before we leave… US Marines have stunning self-control:

“Semper Fi Latte with half a pump”

John Ransom - Avoid the Value Traps
Posted: 9/23/2014 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: CARBO Ceramics Inc.

Carbo warns on ceramic sales-- Investor's Business Daily

The chemical company sees Q3 ceramic proppant sales volume of 375 mil pounds, similar to Q1 sales, as demand for frac sand rises from drillers like Rosetta Resources (ROSE). Carbo Ceramics (CRR) also noted increased price competition on ceramic proppant sales, especially in the Bakken. Some clients are also seeing delays with well completion, pushing some sales that the company expected to make in Sept. to later in the year.

Symbol: CRR

Trailing PE: 18; Forward PE: 13

PEG: 1.12

Dividend: 1.10%

Estimate Trend: Down

Ransom Note Trendline: Avoid Carbo Ceramics

Stock number two: Mechel OAO

Mechel Steel trading lower …on continued concerns --Briefing.com

Russian miner MTL is lower by another 30% this morning on continued bankruptcy concerns. The stock lost 35% in Moscow trading today. This morning's weakness follows a 30% decline in MTL yesterday following comments from a Russian economic minister suggesting that bankruptcy was the most likely scenario.

Symbol: MTL

Trailing PE: NA; Forward PE: NA

PEG: NA

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Mechel

Stock number three: CarMax Inc

CarMax getting smoked--Yahoo Finance

CarMax (KMX) shares are getting towed 8% lower after the company missed earnings by 3-cents. Sales of new cars were up an impressive 18% but that's a relatively small part of what CarMax does. As it turns out selling used cars is where the real money is and CarMax didn't do enough of that to satisfy Wall Street. Surprisingly enough that's been the case for a lot of car retailers in 2014. For companies like CarMax, AutoNation and Sonic Automotive sales are brisk but the stocks have been lemons.

Symbol: KMX

Trailing PE: 22; Forward PE: 17

PEG: 1.40

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid CarMax

Michael Schaus - In Other News: Democrats think Manbearpig is More Dangerous than ISIS
Posted: 9/23/2014 12:26:00 PM EST

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

A new poll shows that Democrats are more afraid of “climate change” than terrorism. And, to be honest, Manbearpig is scary… I mean, an average temperature rise of 1.4 degrees over the last hundred years is clearly more frightening than a few beheadings.

CNS News

A gun control activist who “accidentally” committed a felony by carrying a gun on school grounds (yeah, a gun control advocate who packs heat… irony abounds) will only have to serve 100 hours of community service. Apparently tough gun laws don’t apply to people who fight for tough gun laws.

(Daily Caller)

The Obama administration has a very special talent for failure: The Obama plan to “cut red tape” actually increased the regulatory burden on businesses; and it cost the economy about $23 billion.

(Free Beacon)

While talking about the Tea Party’s attempts to block the President’s agenda, Joe Biden said that “you cannot sustain a democracy without arriving at a consensus.” Well, good news, Joe: We don’t live in a democracy… We live in a republic.

(Real Clear Politics)

Those environmentalists who took part in the NYC climate-change protest apparently never saw the Sesame Street episode about not littering. The irony was almost as thick as the garbage by the time they left the area.

(Weasel Zippers)

ISIS is now officially on Mike Bloomberg’s bad side: The terrorists have repealed their cigarette ban in the Islamic State.

(Daily Caller)

Michael Schaus - In Other News: John Kerry to Senate: "Sure... Failure's an Option"
Posted: 9/19/2014 12:34:00 PM EST

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

John Kerry told Marco Rubio that everything is okay with ISIS because if the US “fails miserably”, Iran would be able to take on the terrorists… Maybe Iran will even use those nukes they’re not developing.

(Telegraph)

Scotland to the United Kingdom: “Um, on second thought… Never mind.” Scottish voters determined they would remain with the UK; although they are asking for couples counseling and the freedom to see other nations.

(Washington Post)

You want to make millions? Own a pizza franchise in the mile “high” city of Denver. (Apparently pot-smokers snack a lot.) Oh, and if you can be a starring quarterback in the NFL, do that also.

(Washington Times)

Michelle Obama is telling Democrat donors that if they don’t kick in a little extra this year, Republicans will impeach the President. I’m surprised Joe Biden didn’t send a follow up email explaining that the DNC didn’t need any more cash this year.

(Washington Post)

Remember when John McCain palled around with Syrian rebels? Well, some of those rebels were – wait… This might be too much of a shock for you. Are you sitting down? Ok, good. Here it goes: Some of those rebels were Islamic extremists who kidnap, rape, and torture opponents. But yeah, McCain totally has a grip on who we should arm to fight ISIS.

(Breitbart)

I want to make sure I understand this: We can’t arm teachers, because guns are bad… But we can give school districts in LA armored vehicles, grenade launchers, and body armor? (Then again, judging by some LA high-schools, this might not be overkill.)

(Mercury News)

John Ransom - No Value in Value Play Pier 1
Posted: 9/18/2014 3:01:00 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: Pier 1 Imports, Inc

Can Pier 1 Imports Regroup?—24/7 WallStreet

Pier 1 Imports Inc. (NYSE: PIR) took a hit on Wednesday when it released its earnings after the market closed. The overall reception was not positive and is, in fact, indicative of a transitional period within the company as it attempts to “rapidly evolve” into its new business model.

The company reported its earnings at $0.10 per share and $419 million in revenues. Wall Street analysts had estimates of $0.14 in earnings per share and $426 million in revenues.

Symbol: PIR

Trailing PE: 13; Forward PE: 10

PEG: 0.89

Dividend: 1.60%

Estimate Trend: NA

Ransom Note Trendline: Avoid Pier 1 Imports

Stock number two: Oracle Corporation

Notable earnings expected on Thursday include Oracle --Benzinga

Oracle Corporation (NYSE: ORCL) is expected to report first quarter EPS of $0.64 on revenue of $8.77 billion, compared to last year’s EPS of $0.59 on revenue of $8.77 billion.

Symbol: ORCL

Trailing PE: 17; Forward PE: 12

PEG: 1.37

Dividend: 1.20%

Estimate Trend: Up

Ransom Note Trendline: Buy Oracle

Stock number three: Ambarella, Inc.

Stocks Push Higher; Dow, S&P 500 Hit All-Time Highs --Investor's Business Daily

In the stock market today, heavy-volume movers to the upside include Ambarella (NASDAQ: AMBA). Shares jumped 6% to a fresh all-time high.

Symbol: AMBA

Trailing PE: 48; Forward PE: 24

PEG: NA

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Hold Ambarella


Michael Schaus - In Other News: Bi-Partisan Agreement that Debbie Wasserman Schultz is a Horrible Person
Posted: 9/18/2014 2:46:00 PM EST

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

Democrats finally seem to be joining the rest of America in thinking that Debbie Wasserman Schultz (the little gem who runs the DNC) is a horrible human being. Once again, Republicans have proven that they are often on the cutting edge of such issues.

(Politico)

Washington DC is being forced to adopt a concealed carry licensing program for residents… Of course, it will be a “may issue” jurisdiction; which means citizens will have to provide a “legitimate” and specific reason for requesting a CCW. Hey Liberals, that’s not really how it works! “Yeah, I need a CCW because I’m going to get mugged on Friday night around 10:30.”

(wjla)

Warner Brothers is expected to lay off roughly 1,000 employees in an effort to cut costs. They’re also hoping to settle Willie Coyote’s 453,367 worker’s comp claims without having to go to court.

(Variety)

A Feminist on twitter is claiming that marriage is more oppressive than the burka… Yeah. Two people mutually consenting to spend the rest of their lives together is so dehumanizing. (I can’t help but notice that there aren’t many feminists wearing burkas.)

(weaselzippers.us)

A growing number of Americans are getting high on weed before they go to work… Now, if someone is getting drunk at 8:30 in the morning they would be encouraged to start collecting sobriety chips. But apparently we’re supposed to just “chillax” about the weed.

(cnbc)

Police finally found this man’s stolen car… After 46 years. This is either an incredible story about coincidence, or it is the world’s slowest moving case of insurance fraud.

(foxnews)

Michael Schaus - In Other News: Liberalism is Contagious – May Cause Epidemic in DC Area
Posted: 9/17/2014 12:18:00 PM EST

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

Dick Durbin said that an amnesty bill would have helped contain the Ebola virus in Africa. Is liberalism contagious? Should we start quarantining Democrats?

(Breitbart)

The NFL is going anti-gun…again. This time they’re hiring a former aide to Joe “fire-two-blasts-in-the-air” Biden.

(Breitbart)

Over a dozen terrorists were killed when they accidentally detonated a warhead while filling it with chlorine gas. OSHA was unavailable to comment on the work conditions of Islamic terrorists.

(Business Standard)

President Obama celebrated Constitution Day with a picture of Barack Obama. I believe this picture was snapped just moments before he started up the paper shredder:

(Weasel Zippers)

More than a billion websites now exist…wow. Things sure have come pretty far since Al Gore invented the interwebs.

(Yahoo)

The top one percenters in the Democrat Party threw a fundraiser for America’s most powerful champion of class warfare. Liberals must be double jointed, given how they’re so easily able to pat themselves on the back:

(Free Beacon)

John Ransom - Another Million Dollar Winner
Posted: 9/16/2014 2:32:00 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: Bill Barrett

Why Bill Barrett (BBG) Stock Is Up Today—The Street.com

Bill Barrett (BBG_) was gaining 8.2% to $23.04 Tuesday after announcing a divestiture of Powder River and Piceance Basin properties, and the acquisition of more acreage in Northeast Wattenburg.

The Denver-based oil and gas company said it signed purchase and sale agreements with undisclosed purchasers to sell most of its Powder River Basin acreage and all of its position in the Gibson Gulch natural gas program in Piceance Basin. The total value of the transactions is $757 million.

Symbol: BBG

Trailing PE: NA; Forward PE: 49

PEG: -9.52

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Bill Barrett

Stock number two: Scientific Games Corporation

WMS Pays 300th Wide-Area Progressive Jackpot--PR Newswire

WMS Gaming Inc., a Scientific Games company, announced today that a very lucky player at the Lodge Casino in Black Hawk, Colorado won a $1,391,728.01 jackpot on a WILLY WONKA & THE CHOCOLATE FACTORY™ slot machine on August 25, 2014.

Symbol: SGMS

Trailing PE: NA; Forward PE: NA

PEG: NA

Dividend: NA

Estimate Trend: Flat

Ransom Note Trendline: Avoid Scientific Gaming

Stock number three: Las Vegas Sands Corp.

Stocks Reverse A Weak Start; Wynn, Las Vegas Sands Slide --Inevstors.com

Wynn Resorts (NASDAQ:WYNN) and Las Vegas Sands (NYSE:LVS) dropped 4% each. The casino operators were apparently under pressure following a report in the Macau Business Daily that said casinos there would likely see a 5% drop in revenue from June to August, and a report from Morgan Stanley that said the decline in China's top gambling region has not yet found a bottom.

Both Las Vegas Sands and Wynn Resorts have been in deepening consolidations since March and are below key levels of support.

Symbol: LVS

Trailing PE: 20; Forward PE: 15

PEG: 1.02

Dividend: 2.70%

Estimate Trend: Flat

Ransom Note Trendline: Avoid Bankrate

Michael Schaus - In Other News: State Department Covers Up for Hillary – Asks IRS How to Destroy Hard-Drives
Posted: 9/16/2014 12:17:00 PM EST

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

San Francisco’s favorite liberal (Nancy Pelosi) claims that Democrats have absolutely no culpability for the gridlock in Washington… This woman uses her brain about as often as Harry Reid passes a budget.

(Daily Caller)

Benghazi cover-up bombshell: The State Department tried to destroy anything that would have reflected poorly on Hillary Clinton… Apparently, they couldn’t fit Bill into the shredder.

(Daily Signal)

A VA manager is being accused of using government money, and VA staff, to renovate her private residence. I’m guessing she did this because she didn’t want to be put on the contractor’s waiting list.

(Daily Caller)

Oh good: The race to the apocalypse continues between zombie viruses and robots. This self-targeting robotic turret is designed to annihilate any trespassers along the Demilitarized Zone in Korea. (Now that is “border security”.)

(Uber Gizmo)

Speaking of technology, here’s the world’s first 3D printed car… Or as I like to call it: The beginning of the end for the United Auto Workers union. Seriously, this is kinda awesome: 

John Ransom - Buy Beer, Just not Molson Coors
Posted: 9/15/2014 2:45:00 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: TRW Automotive Holdings Corp.

TRW/ZF: Safety first—Financial Times

In those dark days more than five years ago, one of those parts makers – TRW Automotive – saw its shares crash to around a buck. Compared to that, the takeover price of $105.60 Germany’s ZF Friedrichshafen will pay for TRW looks spectacular. Yet that price is only a 15 per cent premium to TRW’s price in July, when deal discussions were disclosed. With TRW poised to benefit from the eventual rollout of driverless cars, the price looks lower still.

Symbol: TRW

Trailing PE: 12; Forward PE: 12

PEG: 1.09

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Sell TRW

Stock number two: Molson Coors Brewing

Why Molson Coors Brewing (TAP) Stock Is Jumping Today --The Street.com

Shares of Molson Coors Brewing Co. (TAP_) are higher by 7.27% to $77.02 on Monday morning, as beer brewing stocks get a boost from SABMiller's (SBMRY_) offer to acquire the Netherlands-based beer manufacturer and seller, Heineken.

Heineken turned down SABMiller's offer, issuing a statement on Sunday saying it intends to remain an independent company.

Symbol: TAP

Trailing PE: 20; Forward PE: 17

PEG: 2.34

Dividend: 2.20%

Estimate Trend: Up

Ransom Note Trendline: Hold Molson Coors

Stock number three: Bankrate, Inc.

Bankrate facing SEC investigation; CFO resigns --Associated Press

Bankrate said Monday that the Securities and Exchange Commission is performing a formal investigation related to its financial results from 2012. The online publisher of financial data also announced that its chief financial officer has resigned.

The company said that the SEC investigation is mostly focused on the first and second quarters.

Symbol: RATE

Trailing PE: NA; Forward PE: 15

PEG: 1.07

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid Bankrate