Michael Schaus - In Other News: Jimmy Carter Owes Barrack Obama a Fruit Basket
Posted: 9/5/2014 12:16:00 PM EST

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

Labor force participation is at a 36 year low, meaning 92 million Americans no longer work. Jimmy Carter should be sending Obama a thank you note, or a fruit basket, or something…

(CNS News)

It’s almost time to issue an Amber Alert for Obama’s foreign policy. Personally, I think it may have absconded with Obama’s fiscal policy, but some people believe that it has been missing for longer. One guy at the Washington Post claims there may have been a brief sighting of something “leading from behind” that could have resembled the missing policy, but was unable to confirm anything with local authorities.

(Washington Post)

John Kerry explained in a press conference that Obama’s ISIS strategy was getting “clearer by the day”. He added that the President is taking a “holistic” approach to the problem, with “kinetic” action… Aids have denied that Kerry was having a mini-stroke when those comments were made.

(CNS News)

An Illinois school has dropped the Michelle-Obama-approved lunch menu because it had too many restrictions. Knowing that Michelle is probably really broken up about this, I have decided to send her a dozen glazed doughnuts and some chocolate cake. That should cheer her up.

(EAG News)

Good news for fat people who are too lazy to walk to the fridge (looking your way, Michael Moore): A couch that drives you to your food. If we could just invent something to chew your food for you as well…

(CNET)

John Ransom - Ciena Beats but Gets Beat Up
Posted: 9/4/2014 2:25:00 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: Ciena Corp.

Ciena Down But Investors Hold On For Growth—StockTwits

Ciena Corp.’s earnings beat estimates but shares tanked when it said revenue in the current quarter is likely to be adversely affected due to several variables. Ciena, a provider of fiber optic network equipment for carriers, said revenue might be lower because the timing of potential orders is uncertain and concessions made to AT&T in their recent order. The stock was down 8.43% in midday trading. That’s some reversal from June 6 when the stock had soared 18% after second-quarter profit topped expectations.

Symbol: CIEN

Trailing PE: NA; Forward PE: 14

PEG: 1.29

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Sell Ciena

Stock number two: Transocean Ltd.

Halliburton, Transocean Cleared of Gross Negligence --Bloomberg

Halliburton Co. (HAL) and Transocean Ltd. (RIG) were cleared of gross negligence for their roles in the biggest U.S. offshore oil spill, allowing the companies to avoid the harshest penalties from the 2010 Gulf of Mexico disaster. U.S. District Judge Carl Barbier ruled today that BP Plc, which owned the Macondo well, was “reckless” leading up to the accident, which killed 11 people and spewed oil for almost three months into waters that touch the shores of five states.

Symbol: RIG

Trailing PE: 9; Forward PE: 12

PEG: 0.83

Dividend: 7.60%

Estimate Trend: Up

Ransom Note Trendline: Buy Transocean

Stock number three: Matrix Service Company

Why Matrix Service (MTRX) Stock Is Plummeting Today--The Street.com

Shares of Matrix Service Co. (MTRX_) are falling by -24.30% to $22.05 on heavy volume in mid-morning trading on Thursday, after the company reported fiscal 2014 fourth quarter net income, and full year 2015 earnings per share estimates that fell short of analysts' expectations. The company, which provides engineering, fabrication, construction, and maintenance services to a variety of industries including oil, gas, power and petrochemical markets, said net income for the most recent quarter was $7.6 million, or 28 cents per share.

Symbol: MTRX

Trailing PE: 17; Forward PE: 11

PEG: 1.65

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid Matrix Service


Michael Schaus - In Other News: Russian Propaganda in Washington Post Makes NY Times Jealous
Posted: 9/4/2014 12:36:00 PM EST

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

Apparently the Washington Post is running Russian propaganda in its paper. Obviously, this is causing some concern that people might mistake the WaPo for the New York Times.

(Free Beacon)

Fast food workers are going on strike to protest low wages. (If you want 15 dollars an hour, perhaps you should look at moving yourself beyond flipping burgers.) We should also mention that no-one is going on strike to protest low prices at these fast food joints.

(NBC News)

Ohio judges have ruled that judges can carry concealed handguns in “gun free zones” without a permit… Why? Well, because some animals are more equal than others, I guess.

(Weasel Zippers)

Former NYC Mayor Michael Bloomberg is going back to private business after a series of failed attempts to persuade the masses that guns are evil. No word yet on whether or not he has decided to continue his campaign against high capacity sodas.

(Breitbart)

It’s refreshing to see the Obama Administration is finally moving away from the tactic of blaming everything on the previous administration. I guess with only two years left, the White House decided it was about time to start blaming the next administration:

(Hot Air)

Berkley is handing out free marijuana to poor people… Because that is clearly the best way to get people back on their feet: Give them the munchies.

(Breitbart)

John Ransom - Moral of the Story: Sell the Cyclicals
Posted: 9/3/2014 1:59:00 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: Delta Air Lines Inc.

U.S. airlines stocks fall after Delta trims margin outlook—Reuters

U.S. airlines stocks fell on Wednesday after Delta Air Lines trimmed its operating margin forecast and reported that international passenger traffic lagged slightly in August, heightening concerns that other U.S. carriers might encounter similar headwinds.

While Delta's August performance was relatively robust, Delta shares were down 5.2 percent at $38.79 in midday trading Wednesday on the New York Stock Exchange. American Airlines Group Inc shares were down 3.3 percent at $39.16 on the Nasdaq, United Continental Holdings stock fell about 2.3 percent at $48.83.

Symbol: DAL

Trailing PE: 3; Forward PE: 10

PEG: 1.11

Dividend: 1.00%

Estimate Trend: Up

Ransom Note Trendline: Sell Delta

Stock number two: Compuware Corporation

Compuware Set to Go Private, Thoma Bravo Offers $2.5B--Zack's

Compuware Corp. (CPWR) is finally selling itself to private-equity firm Thoma Bravo for approximately $2.5 billion. Under the agreement, shareholders will receive $10.92 per share, which is a premium of approximately 17% from Compuware’s closing stock price of $9.35 on Aug 29. Shares surged 13.3% to close at $10.59 on Sep 2.

Symbol: CPWR

Trailing PE: 33; Forward PE: 19

PEG: 3.34

Dividend: 5.50%

Estimate Trend: NA

Ransom Note Trendline: Sell Compuware

Stock number three: AK Steel

AK Steel guides Q3 EPS below consensus--Briefing.com

For Q3, the co expects shipments of ~ 1,350,000 tons, a decrease of ~3% from the 1,398,000 tons shipped in the second quarter of 2014. Shipments for the third quarter reflect the effects of reduced production at the company's Ashland Works blast furnace due to a recent unplanned maintenance outage and subsequent production shortfall, partly offset by continued strong demand from the automotive market.

Symbol: AKS

Trailing PE: NA; Forward PE: 8.2

PEG: 53.45

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Sell AK Steel

Michael Schaus - In Other News: Common Core Proves Liberals Can't Do Math
Posted: 9/3/2014 12:45:00 PM EST

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

What is nine plus six? Well, according to Common Core, it is a math problem that includes “decomposing” the six, “anchoring” numbers together, and drawing a diagram that has nothing to do with the numbers, their values, or the ultimate answer of 15… Given that this is how liberals teach math, it's no wonder they can’t write a budget.

(Daily Caller)

Some politically “correct” leftists are trying to pull the radio license for the Washington Redskins, claiming that the team’s name is a “profane” ethnic slur… As evidenced by the lawsuit, profane stupidity is apparently still legal.

(Washington Examiner)

The leftists in California have proposed giving (government funded) student loans to illegal immigrants. (Is this kind of lunacy contagious?) This is a little off topic, but we really need to build a fence… on the US/California border.

(EAG News)

Google said it is working on a super-fast "quantum" computer chip as part of a plan to have machines think like humans… I always thought the odds of a zombie apocalypse were higher than that of a cybernetic revolt. But I’m beginning to reevaluate.

(Yahoo)

President Obama explained that ISIS needs to be destroyed. Then, five minutes later, he explained that we just need to “shrink their sphere of influence” so they can be a “manageable problem”… This is a serious question: Is this guy just making this stuff up as he goes along? (Or is Joe Biden preparing his remarks?)

(Weasel Zippers)

Michael Schaus - In Other News: Obama Shocked to Learn He Has Daily Security Briefings
Posted: 9/2/2014 11:43:00 AM EST

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

Fox news has confirmed that President Obama has been receiving detailed reports on ISIS for at least a year in his daily security briefings. I know… It’s pretty shocking. Even Obama didn’t know he had a daily security briefing until he heard about it on the news.

(Weasel Zippers)

A stripper hung up on police – who were trying to help her track down her missing child – because she “had to get back on stage”. Say what you will about her parenting skills and life choices, at least she has a strong work ethic.

(Breitbart)

President Obama told a friendly crowd that the GOP says “no” to everything. The GOP issued a formal, two-word, response: “Nah-uh!”

(Politico)

The UN is sending a “team” to investigate human rights violations in the Islamic State. (Because, ya know, videos of beheadings, mass executions, and torture weren't really definitive enough for the UN.) Expect a strongly worded letter to follow.

(Reuters)

GM (Government Motors) is preparing to unveil a car that will track your eye movement, and detect “distracted driving”… And you thought the NSA was creepy, right? I’m totally serious: Skynet is watching.

(Financial Times)

We’re creeping up on the anniversary of WWII… Do you remember Neville Chamberlain? He was kinda like an English version of Barack Obama, except not quite as good at golf.

(Breitbart)

John Ransom - Splunk!
Posted: 8/29/2014 2:27:00 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: Splunk, Inc.

Splunk Surging 20% As New Customers Boost Revenue And Outlook—Forbes

Splunk, which provides tools and analysis that help companies understand their data, reported Thursday that it recorded $101.5 million in second quarter revenue, up 52% from the year-ago quarter and handily beating the Street’s $94 million consensus. Net earnings excluding special items came in at one cent per share, beating the two-cent per-share loss the Street had predicted.

Symbol: SPLK

Trailing PE: NA; Forward PE: 490

PEG: NA

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Splunk

Stock number two: Coupons.com Incorporated

Bank Of America Sees Digital Trending Upward For Coupons.com --Benzinga

In a report published Friday, Bank of America analyst Nat Schindler reiterated a Buy rating and $30.00 price target on Coupons.com (NYSE: COUP).

Symbol: COUP

Trailing PE: NA; Forward PE: 46

PEG: 1.69

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Coupons.com

Stock number three: Fred's, Inc.

Why Fred's (FRED) Stock Is Declining Today --The Street.com

Shares of Fred's Inc.(FRED_) are declining this morning, down -2.76% to $14.62, after the discount retailer announced its plan to close 60 of its stores without pharmacies by the end of the year to free up capital to accelerate its pharmacy acquisitions.

Memphis-based Fred's said it would close more than 8.5% of its total of 704 stores after it reported a net loss in the second quarter of -$16.4 million in its yesterday.

Symbol: FRED

Trailing PE: 25; Forward PE: 21

PEG: 5.00

Dividend: 1.50%

Estimate Trend: NA

Ransom Note Trendline: Avoid Fred’s

Michael Schaus - In Other News: Mary Landrieu Connects with Millennials; Lists Parent’s Basement as Louisiana Address
Posted: 8/29/2014 12:12:00 PM EST

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

The White House made sure to clarify recent remarks about ISIL. Earlier today Josh Earnest said that America is “not at war with ISIL”… It probably does not matter what the White House thinks... Especially if ISIL has decided that it is at war with us.

(Business Insider)

A radical anti-religion group (The Freedom From Religion Foundation) is suing a local high-school because some Leftist witnessed the football team praying for an injured player. Yeah, apparently simple acts of faithful compassion cause incurable insanity in Left-wing-wackos.

(Fox News)

Bloomberg News Deputy Managing Editor Jeanne Cummings argued that Republicans want to take away birth control from women. Good thing this manipulative, lying, Democrat propagandist doesn’t have a position of influence or anything.

(Breitbart)

Mary Landrieu (D-Louisiana) apparently used her parent’s address to qualify for reelection in Louisiana. If she was listing her parent’s basement as a ploy to connect with out-of-work Millennials, it probably isn’t going to pan out. Most Millennials don’t also own a $2.5 million home in DC.

(Free Beacon)

The FBI is worried about a potential uptick in terrorist activity… So they made sure to warn everyone about anti-abortion activists, anti-government groups, militia movements, radical environmentalists, and anarchists. Apparently, radical Islam (cough*ISIS*cough) is not a big concern in the age of Political Correctness.

(Free Beacon)

Completely unrelated to the above story: A Chicago man was arrested after he made some bomb threats, and took police on a high-speed chase… His car was pretty easy to follow. It had an ISIS flag hanging out the window.

(CBS)

John Ransom - Tube Mogul? Really?
Posted: 8/28/2014 2:05:00 PM EST

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


Stock number one: Tube Mogul

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

In First Earnings Report Since IPO, TubeMogul Posts a Profit—Wall Street Journal

Online video ad firm TubeMogul TUBE -7.45%, unlike many of its peers in the ad technology space, posted a profit for the second quarter – sending its stock soaring 31% in after-hours trading.

TubeMogul operates an automated ad-buying service, focused exclusively on video brand advertising.The firm works with brands such as Mondelez International MDLZ +0.44% and agencies including IPG Mediabrands.

Symbol: TUBE

Trailing PE: NA; Forward PE: NA

PEG: NA

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid Tube Mogul

Stock number two: Williams-Sonoma

Williams Sonoma Tumbles 11%, Not a Knife to Catch--Barrons

Shares of Williams-Sonoma (WSM) have tumbled today after the home-products retailer offered a disappointing outlook even as it met second-quarter earnings forecasts.

Williams-Sonoma reported a profit of 53 cents a share, in line with estimates, on revenue of $1.04 billion, also meeting expectations. That alone would probably have been enough to send Williams-Sonoma’s shares lower since they were trading near a 52-week high right before the release. Throw in the sour guidance–Williams-Sonoma expected to earn $3.07 to $3.17 a share in 2014, below forecasts for $3.21–and you have the recipe for destruction.

Symbol: WSM

Trailing PE: 23; Forward PE: 18

PEG: 1.69

Dividend: 1.90%

Estimate Trend: Up

Ransom Note Trendline: Avoid Williams Sonoma

Stock number three: Ita

Itau Unibanco (ITUB) Shares March Higher, Can It Continue? --Zacks

As of late, it has definitely been a great time to be an investor in Itau Unibanco Holding SA (ITUB). The stock has moved higher by 11.1% in the past month, while it is also above its 20 Day SMA too. This combination of strong price performance and favorable technical, could suggest that the stock may be on the right path.

Symbol: ITUB

Trailing PE: 13; Forward PE: 11

PEG: 0.66

Dividend: 0.50%

Estimate Trend: Up

Ransom Note Trendline: Avoid Ita


Michael Schaus - In Other News: Progressives Heart the Koch Brothers...Or Something
Posted: 8/28/2014 12:06:00 PM EST

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

It appears that, in addition to invading Ukraine, the Russians have been busy hacking into US banks such as JP Morgan Chase. I’m sure Eric Holder is already looking for someone to fine.

(Fox News)

Palestinians are trying to sue Israel for committing the “war crime” of retaliating against a terrorist organization who uses hospitals, schools, and human shields as cover for their civilian-targeted rocket attacks.

(Weasel Zippers)

Rahm Emanuel has announced that city jobs, internships, and contracts will be offered to illegal aliens. Because, ya know, all legal residents in Chicago are already employed, right?

(Breitbart)

The American Sociological Association is allowing people to define their gender in six different ways… I’m not sure if this illustrates the problems with common-core math, or common-core biology.

(Daily Caller)

Every once in a while, liberals find themselves painted into a corner. According to the American Left, the Koch Brothers are evil… And yet, the Koch brothers also appear to agree with progressives over the demilitarization of law enforcement. I wonder how long until Harry Reid’s head explodes.

(Free Beacon)

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