John Ransom - Ransom's Buys Right Now
Posted: 8/12/2014 2:41:00 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: Ford Motor Co

Ford China Sales Rise 25% in July, Up 33% Year to Date—Ford Motor Corp

Ford Motor Co. (F) sold 90,775 vehicles in China in Jul 2014, which reflects a 25% year-over-year increase over 72,834 units sold in Jul 2013. Year-to-date sales of Ford in the world’s largest automobile market amounted to 640,031 units, up 33% from 480,555 vehicles sold in the first 7 months of 2013.

Symbol: F

Trailing PE: 11; Forward PE: 9

PEG: 1.06

Dividend: 3.00

Estimate Trend: Up

Ransom Note Trendline: Buy Ford Motor

Stock number two: The Home Depot, Inc.

Why the Gallup spending measure increased in July--Market Realist

The July reading suggests a mixed bag for the economy. While it represents a much higher level of consumer spending than the $60–$70 averages found for much of 2009–2012, it’s still below the $100 averages seen several times in 2008 before the financial crisis. Spending had come close to this level in May of this year at $98—a monthly figure not seen since September, 2008.

Symbol: HD

Trailing PE: 21; Forward PE: 16

PEG: 1.16

Dividend: 2.30%

Estimate Trend: Up

Ransom Note Trendline: Buy Home Depot

Stock number three: Amazon

Amazon (AMZN) Debuts Five TV Series for Third Pilot Season--Amazon

Amazon.com Inc. (AMZN) announced its decision to debut five original TV series for the third pilot season on Aug 28 in the U.S. and U.K.

These include three comedies — The Cosmopolitans by Whit Stillman; Really written and directed by Jay Chandrasekhar and Red Oaks written by Gregory Jacobs and Joe Gangemi — and two dramatic thrillers — Hysteria written by Shaun Cassidy and Hand of God starring Ron Perlman.

Symbol: AMZN

Trailing PE: 495; Forward PE: 163

PEG: 60

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Buy Amazon

Michael Schaus - In Other News: Good Guys with Guns Stop Bad Guys with Bricks
Posted: 8/12/2014 2:03:00 PM EST

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

Obama was apparently for our troop withdrawal from Iraq, before he was against it. It’s nice to see that John Kerry has influence in the Administration:

(breitbart.com)

A news crew was reporting on a new app that alerts users to “sketchy” neighborhoods, when their news van was burgled while sitting in the so-called “sketchy” neighborhood… In other words: The app works.

(youtube.com)

Deciding that the legacy of JFK was not necessarily adequate to convey the glory of Willingboro, New Jersey, the town renamed their “Kennedy Center” to “Obama Center”. And, by the way, there is nothing wrong with idolizing sitting presidents by naming monuments and buildings after them. Plenty of fine third world dictators have proven that to us.

(my9nj.com)

Look at that: Good guys with guns, stopping bad guys with bricks… Amid all the riots in Ferguson and St. Louis, some local shop owners decided to protect their stores by arming themselves with AR-15s. It worked. But, yeah, there’s totally no reason to ever own an “assault” weapon. According to Joe Biden, they should have just indiscriminately shot a double barrel gun into the air. (Because that would totally defuse a chaotic and violent situation, right?)

(riverfronttimes.com)

Obama has lifted the ban on allowing Libyans to attend US flight schools and training in nuclear science. According to the DHS this ban can be lifted now, because we have been working on “normalizing” our relationship with Libya… And I’m sure that dead ambassador incident – a couple years back – was just a fluke.

(freebeacon.com)

Also: I now have a new life goal...

Michael Schaus - In Other News: Suicide Bombing Instructor's Last Words: "I'm Only Going to Show You this Once"
Posted: 8/11/2014 2:36:00 PM EST

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

ISIL is coming up with creative ways of encouraging young Muslims to join the fun, hip, exciting party known as “Jihad”. (BYOE: Bring Your Own Explosives.)

(dailymail.co.uk)

The Obama administration is blaming “bad intelligence” for their underestimation of ISIL… In all fairness, I think “bad intelligence” is a pretty accurate way to describe the brain-power behind White House policy.

(breitbart.com)

A Jihadist instructor accidently blew himself (and his class) up when he was demonstrating a suicide bomb. His reported last words where, “I’m only going to show this to you once.”

(belfasttelegraph.co.uk)

Forget the DB5, James Bond might have to start driving a Prius. London is getting ready to implement a ban on cars that don’t adhere to zero-emission requirements. Maybe Bond can start tearing around town on a nice 10-speed Shwimm.

(foxnews.com)

German environmentalists want the military to scrap a new top-of-the-line fighter jet because it emits too much carbon. Apparently, there is no room for heavy artillery in the war on global warming.

(notrickszone.com)

John Ransom - Post Falls 10 Percent
Posted: 8/8/2014 2:58:00 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: Post Holdings, Inc.

Cereal maker Post tumbles 10% after hours—USAToday

Shares in Post Holdings tumbled 10% after hours Thursday after the breakfast cereal maker cut its outlook for underlying earnings.

The St. Louis, Mo.-based food company reported sales of $633 million for the June quarter, more than double the year-ago period thanks to revenue from acquisitions. It reported a loss of $39.3 million, or 92 cents a share. Adjusted, the loss would have been 30 cents. Analysts were expecting adjusted profit of 27 cents on sales of $628 million.

Symbol: POST

Trailing PE: NA; Forward PE: 21

PEG: 2.51

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Post Holdings

Stock number two: Volcano Corporation

Volcano (VOLC) Posts Strong Q2 Earnings, Guides Low for 2014--Zacks

California-based medical instruments manufacturer Volcano Corporation (VOLC) reported second-quarter 2014 adjusted earnings of a penny per share, substantially ahead of the Zacks Consensus Estimate of loss of 4 cents. However, adjusted earnings experienced a significant year-over-year decline of 66.7% from the prior-year quarter's adjusted tally of 3 cents per share.

However, without these adjustments, the company reported net income $0.3 million or a penny per share, reasonably better than the year-ago net loss of $2. 4 million or loss of 4 cents per share.

Symbol: VOLC

Trailing PE: NA; Forward PE: 246

PEG: -6.23

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Volcano

Stock number three: HMS Holdings Corp.

Watch Out: Barbarians At The Gate For HMS Holdings (HMSY).--The Street.com

Trade-Ideas LLC identified HMS Holdings ( HMSY) as a "barbarian at the gate" (strong stocks crossing above resistance with today's range greater than 200%) candidate. In addition to specific proprietary factors, Trade-Ideas identified HMS Holdings as such a stock due to the following factors:

  • HMSY has an average dollar-volume (as measured by average daily share volume multiplied by share price) of $20.1 million.
  • HMSY has traded 337,734 shares today.
  • HMSY traded in a range 231.5% of the normal price range with a price range of $1.17.
  • HMSY traded above its daily resistance level (quality: 35 days, meaning that the stock is crossing a resistance level set by the last 35 calendar days. The resistance price is defined by the Price - $0.01 at the time of the signal).

Symbol: HMSY

Trailing PE: 51; Forward PE: 25

PEG: 1.68

Dividend: NA

Estimate Trend: Flat

Ransom Note Trendline: Avoid HMS Holdings

Michael Schaus - In Other News: Nerf Guns are Dangerous, and Gardening is Racist
Posted: 8/8/2014 12:34:00 PM EST

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

E-mails from a key Obamacare architect have now gone missing… Just a reminder: Nixon was forced to resign over a few minutes of missing tape.

(Fox News)

Let’s see: Iraqi Christians are surrounded by blood-thirsty Islamists; Israel is still trying to negotiate peace with Hamas; Russia is accelerating its actions in Eastern Ukraine; there’s an Ebola epidemic in Africa; and our borders are less secure than John Kerry’s masculinity… It sounds like a perfect time to take a Martha’s Vineyard vacation.

(Breitbart)

Occasionally, liberals manage to completely blow my mind. According to this brain scientist (or rocket surgeon) on the left, the border crisis is happening because conservatives spank their children… The mind reels.

(Weasel Zippers)

Dr. Ben Pitcher, a senior lecturer in sociology at the University of Westminster, says that a local British radio show on gardening is racist. Apparently, discussions on soil purity and non-native species promote “nationalist and fascist beliefs.” I guess I never realized how terribly insensitive horticulture can be.

(Weasel Zippers)

This kid was suspended because he brought a toy Nerf gun to school. Thank god… Just imagine the carnage he could have done with a dozen foam darts. We should probably look at registration requirements and dart-capacity limits on these toys as well.

(13 WMAZ)

John Ransom - US Steel Rocks for 30 Days
Posted: 8/7/2014 2:35:00 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: Walgreen Co.

Walgreen turns down inversion that would cut tax bill. —The LA Times

Walgreen Co. plans to keep its roots firmly planted in the United States, saying it will no longer pursue an overseas reorganization that would have trimmed its U.S. taxes but which drew political scorn.

The nation's largest drugstore chain, which bills itself as "America's premier pharmacy," said Wednesday that it will buy the remaining stake in Swiss health and beauty retailer Alliance Boots that it does not already own.

Symbol: WAG

Trailing PE: 21; Forward PE: 16

PEG: 1.16

Dividend: 1.7%

Estimate Trend: Mixed

Ransom Note Trendline: Avoid Walgreens

Stock number two: Sprint Corporation

Sprint May Finally Be Ready for Lift-Off as the Bears Descend--The Street.com

Right now it seems no one likes Sprint (S_).

Its decision to stop pursuing a merger with T-Mobile US (TMUS_) caused a drop of 20% in the shares in just one day. Sprint opened today at $6, then dropped 10 cents, a price last seen in October. It is now at $5.93, down 45% for the year to date and down nearly 15% for the past 52 weeks. Most analysts have moved on to looking at other potential T-Mobile merger partners.

Symbol: S

Trailing PE: NA; Forward PE: NA

PEG: NA

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Sprint

Stock number three: United States Steel Corp.

U.S Steel is up 30% in 30 days--Yahoo Finance

U.S. Steel (X) has had a rough few years to say the least (Down 80% from its 2007 highs) What has steel done for investors of late?Steel is up almost 30% in 30 days!!!

How X handles the dual resistance coming into play at (1) in [its chart] will tell us a ton in regards to Steel recouping more of its huge losses over the past few years!

Can X hurdle this dual resistance….stay tuned and keep stops in place!

Symbol: X

Trailing PE: NA; Forward PE: 15

PEG: 2.83

Dividend: 0.80%

Estimate Trend: Up

Ransom Note Trendline: Hold US Steel

Michael Schaus - In Other News: MSNBC Goes All Birther on Barack Obama
Posted: 8/7/2014 1:39:00 PM EST

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

An MSNBC correspondent explained that Obama has a special influence during the US-Africa summit, because “he was born in Kenya”. In all fairness, she was probably just confused because so many people call him a Keynesian.

(Breitbart)

While speaking at the US/-Africa summit, Obama made sure to mention that “we still have problems with humanitarian rights” here in the USA… Does anyone else think he sounds slightly out of touch here? This is like Mike Bloomberg telling a homeless guy that he knows what it’s like not to have exact change for a Starbucks.

(YouTube)

An official with the Consumer Financial Protection Bureau (George Orwell called – he wants his royalty check) has been accused of hiding information from Freedom of Information requests. He, apparently, didn’t want to comply with the FOIA; because some animals are more equal than others.

(Free Beacon)

Hamas is holding a “victory” rally in Gaza, where they are celebrating their “victory” over Israel. Inigo Montoya probably said it best: “You keep using that word… I do not think it means what you think it means.”

(Naharnet)

Robert Redford is suing New York State over his tax bill… Being a hypocritical liberal is pretty tough work sometimes.

(Fox News)

Michael Schaus - In Other News: Watching Women’s Soccer is a Violation of Human Rights
Posted: 8/6/2014 12:34:00 PM EST

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

Michelle Obama said that women are smarter than men… Meh. Some women are. Others are Democrats.

(Breitbart)

According to a group of female soccer players, making the female soccer players compete in stadiums with astroturf is gender discrimination and violates human-rights laws and even the Charter of Rights and Freedoms. Heck… I kinda feel that way about watching female soccer games.

(The Globe and Mail)

A secretive 1,000 member group of liberal journalists (who collude to push their ideology on the American people) has been uncovered… And, no: It’s not the New York Times. This group actually includes journalists.

(Eag News)

So, Obama is campaigning against companies that move their profits overseas to avoid US corporate tax rates. And yet, his administration actually spent taxpayer money to help a multi-billion dollar company move their headquarters from the US to Britain (to help cut their current tax burden)… Oh, but that’s ok, because it was done to save Detroit. (Detroit: A bankrupt city in Michigan.)

(Bloomberg)

I want to make sure I am crystal clear on this issue: The Chicago PD claims that legal gun ownership needs to be curbed in an effort to reduce gun violence. And yet, a felon who violated his parole (after being charged with a violent crime) was arrested for illegally carrying a gun – and he’s only going to serve 18 months of probation… But, yeah: Let’s make it harder for good guys to own guns.

(Sun Times)

Michael Schaus - In Other News: John Kerry Goes for a Girly Bike Ride
Posted: 8/5/2014 1:09:00 PM EST

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


John Kerry was spotted riding a girl's pink bike in Nantuckett...It is so strange that the world doesnt take him seriously...

(Weasel Zippers)

The UN now says that not fighting Global Warming is sexist. Because, obviously, when the world ends, women and children will be hardest hit...

(RTCC)

Another Democrat is out stumping for higher minimum wage... And to cut down on costs, he has decided to make full use of unpaid interns.

(Free Beacon)

Not news: A bunch of government paralegals were paid to (literally) do nothing. News: those same paralegals were then given bonuses for billing the agency for watching TV or walking their dog... So really, for the paralegals, it was kinda like having Chelsea Clinton's job at MSNBC.

(Free Beacon)


A judge has compared abortion to gun ownership, asking "What if you could only buy guns at two places in Alabama?" Yeah, and what if taxpayers subsidized those gun stores, and minors could purchase firearms without parental consent?
(AL News)

Michael Schaus - In Other News: Obama Brings Our Bank Accounts Back to 1984
Posted: 8/4/2014 12:25:00 PM EST

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

Feeling that a mere 8 years isn’t nearly enough time for the Obama’s to “fundamentally transform” the United States of America, a Harvard professor is now suggesting we crown Michelle as our next Imperial President… She can’t even govern a school lunch program, but we’re expected to give her the Oval office?

(The Root)

Eric Holder said that his job is to use the powers of the DOJ to change things: “If you want to call me an activist attorney general, I will proudly accept that label,” he told the Hill. What if I want to call him something else?

(The Hill)

The New York Times had a piece that explained it is “delusional” to think that Amnesty encourages illegal immigration… Wow. That’s a pretty ironic use of the word delusional.

(Breitbart)

The Middle Class is now poorer than we were in the 1980s… In all honesty, nothing helps bring a swift halt to progress quite like some modern-day progressivism.

(Slate)

Obama: “I’ll never stop trying to work with those racist, ignorant, unpatriotic, hypocritical, obstructionist, morons in the other party.” (This might be slightly paraphrased.)

(CNS News)

The FBI is going to be monitoring the news, and “rating” stories about the agency. Don't they have actual crimes to solve? (Also: Is the First Amendment just for posterity now, or do we still consider it applicable?)

(Washington Times)

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