John Ransom - Bust and Boom for Apple
Posted: 10/19/2014 12:01:00 AM 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: Facebook, Inc.

Facebook's Egg Freezing Policy Isn't an Evil Plot -- Bloomberg

Facebook and others are covering egg freezing for the same reason they pass out free snacks and collude with one another—to discourage poaching of employees: Skilled tech workers have more professional options than almost anyone else. Companies will continue to offer all kinds of crazy benefits as long as the labor market in Silicon Valley remains tight.

Symbol: FB

Trailing PE: 77; Forward PE: 36

PEG: 1.16

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Avoid Facebook

Stock number two: Microsoft Corporation

Microsoft wants to make it easier to build Windows Phone apps--Engadget

Last year, Microsoft created Windows App Studio to get more Windows Phone apps into its Store, and it worked -- developers added almost 50,000 new apps in 14 months. Redmond has just updated the beta web app with a feature that should help even more: Windows 8.1 sideloading. All you have to do is scan a certificate when generating a universal 8.1 app, and it'll install it automatically on your Windows Phone 8.1 device. The update also lets you generate apps in nine extra languages and brings new layouts and templates, among other tweaks

Symbol: MSFT

Trailing PE: NA; Forward PE: 13

PEG: 2.22

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Microsoft

Stock number three: Apple Inc.

Apple's new iPad Air starts at $499--Reuters

Apple Inc said on Thursday its new iPad Air will go for $499, and the smaller iPad mini will sell for $399 and above. Pre-orders begin on Friday.

Executives introduced the new tablets that will lead Apple's battle for holiday-season spending.

Symbol: AAPL

Trailing PE: NA; Forward PE: 13

PEG: 1.34

Dividend: NA

Estimate Trend: Up

Ransom Note Trendline: Buy Apple

Michael Schaus - In Other News: Obama Appoints Ebola Czar; And No, It's Not Hillary
Posted: 10/17/2014 12:46:00 PM EST

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

Pictures of flying monkeys holding “Hillary 2016” signs are starting to spring up throughout Los Angeles. Her protection detail is already looking into the possibility that someone may drop a house on her.

(Hollywood Reporter)

This group in Seattle is willing to pay you $13 per hour to go lobby for a $15 per hour minimum wage. It’s unclear if you will also have access to free birth control.

(Free Beacon)

Obama's credit card was declined when he tried to pay for his lunch... The bank said he was overdrawn by $17 trillion.

The nursery rhyme “Bah, Bah, Black Sheep” has been deemed racist. Obviously. 

(Herald Son)

Obama’s newly named “Ebola Czar” once called Joe Biden his “role model and mentor”… I’m not sure this guy is qualified to be a Czar of anything. Dr. Strangelove would probably have been a better option than the leader of Biden’s unofficial fan club.

(Weasel Zippers)

The State Department praised Cuba’s efforts to combat Ebola… Of course, I can’t help but notice that the world is not exactly clamoring for Cuban treatment… But I guess that’s one of the fringe benefits of having an absolutely atrocious form of socialized medicine: It doesn’t take much to win praise from Team Obama.

(Weasel Zippers)

Michael Schaus - In Other News: Feds Strike Again! Ebola Strategy Suspiciously Similar to ISIS Strategy
Posted: 10/16/2014 12:39:00 PM EST

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

Serious question: Is our Ebola strategy a carbon copy of our ISIS strategy? Because that doesn’t give me much of a warm-fuzzy feeling.


The CDC director said that you can’t get Ebola from someone on public transportation, you can only give it to someone. (Go ahead and think about that for a second.)

(CNS News)

Well, Obama has finally gotten around to considering travel restrictions from Ebola-stricken countries. Of course, in typical Obama-fashion, the restrictions only apply to members of the US Military.

(Daily Caller)

Britain’s National Union of Students voted against formally condemning the terrorist group ISIS because they did not want to appear “Islamophobic”. Which seems like a weird thing to fear, given that the PC police have been telling us that ISIS has nothing to do with Islam.


Chicago has been named the most “rat-infested” city in America… And that’s not even including the politicians they have put in prison.


Another anti-gun Bloomberg proposal seems to be failing. Seriously, the guy should probably pick up a new hobby.

(Free Beacon)

Michael Schaus - In Other News: Alison Grimes Refuses to Say If She Will Vote For Herself
Posted: 10/15/2014 1:45:00 PM EST

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

Alison Lundergan Grimes is at it again… This time she was asked whether or not she would vote for Harry Reid as Democrat Senate leader; and she refused to answer. Given her aversion to making her votes public, people are beginning to wonder if she understands that a Senator’s job is primarily based on publicly voting.


Mark Zuckerberg just gave the CDC $25 million dollars to combat Ebola. I guess he wanted to match the $25 million he spent to keep the borders open. (I mean, c’mon: you need to make sure the CDC earns their $25 million, right?)


Joe Biden told a crowd of black clergy members that “this white boy” thinks the tea party is “crazy”… Because saying such things is a clear sign of political sanity, right?

(Washington Times)

Remember those chemical weapons that the New York Times said Saddam Hussein didn’t have? Well, it turns out he had them. And a handful were even used. But, yeah... we totally went to war for all that oil (that we let them keep).

(NY Times)

A Democrat Mayor is demanding that Pastors turn over their sermon notes, so the city can “determine” if any of these religious figures were engaged in criticism of city policies… I guess the First Amendment comes with some sort of asterisk that states you can have freedom of speech or freedom of religion.


Please enjoy this video of Al Sharpton demonstrating the benefits of "Hooked on Phonics":
Michael Schaus - In Other News: Kurdish Girls School Obama on How to Fight
Posted: 10/14/2014 2:04:00 PM EST

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

Democrat Alison Lundergan Grimes still won’t admit to voting for Obama in 2008 and 2012. I guess she figures that being viewed as spineless is a better option than being viewed as part of Team Obama.

(Real Clear Politics)

A Kurdish woman is leading the Kurdish People’s Protection Units against the Islamic State in Kobane, Syria. If Obama was even half the woman she is, the Islamic State would probably be destroyed by now.


You can’t make this stuff up: Michelle Obama, apparently, mispronounced a candidate’s name multiple times while she was campaigning for him. An NBC host then suggested that she did it on purpose to give the candidate name recognition… She must be pretty crafty.


Democrats are trying to blame Ebola on Republicans by claiming that the GOP has been cutting the CDC's budget… Well, actually the GOP allocated more money to the CDC than Obama had requested. It’s really too bad we can’t just quarantine Democrats.

(Weasel Zippers)

The “unemployed” man in a recent Democrat campaign add is actually gainfully employed… By a Republican. So, if you were unclear on the definition of the word “irony”, that should clear it up.

(Free Beacon)

John Ransom - Avoid This Bounce
Posted: 10/14/2014 1:55:00 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: Intel Corporation

Intel Q3 Earnings Cheat Sheet-- Yahoo

Event:INTC reports its Q3 earnings today after the close . The options market is implying about a 6% one day move, which is slightly above both the 4 qtr avg of about 3.5%, and the 8 qtr avg of about 3.25%.

Sentiment:Wall Street analysts are neutral on the stock, with 22 buys, 25 holds, and 5 sells, and an average 12 month price target of around $35.Even with the recent weakness in the semiconductor sector, INTC is still up 25% year-to-date.Short interest is at a 2 year low, around 2.5% of the float.

Symbol: INTC

Trailing PE: 16; Forward PE: NA


Dividend: 2.80%

Estimate Trend: Split

Ransom Note Trendline: Avoid Intel

Stock number two: JPMorgan Chase & Co

JPMorgan Swings to Third-Quarter Profit, Misses Estimates--Bloomberg

JPMorgan Chase & Co. (JPM), the biggest U.S. bank, swung to a profit in the third quarter from a loss a year earlier as debt-trading revenue rose and legal costs narrowed. The stock, up 7 cents to $58.23 at 1:08 p.m. in New York, fell as much as 3.6 percent earlier after $1 billion in legal expenses caused earnings to miss some analysts' estimates.

Symbol: JPM

Trailing PE: 15; Forward PE: 10

PEG: 2.34

Dividend: 2.70%

Estimate Trend: Up

Price to book: 1.05

Ransom Note Trendline: Buy JP Morgan Chase

Stock number three: American Airlines Group

Why American Airlines Group (AAL) Stock Is Surging Today--The

Shares of American Airlines Group(AAL) surged 10.81% to $31.67 in morning trading Tuesday after the World Health Organization said the number of new Ebola cases in the hardest-hit areas is declining.

The WHO reported 8,914 suspected or confirmed Ebola cases and 4,447 resultant deaths. This trend is "relatively flat" at approximately 1,000 new cases per week for the last three to four weeks, according to Bruce Aylward, the WHO assistant director-general who oversees the organization's operations in West Africa.

Symbol: AAL

Trailing PE: NA; Forward PE: 4.63

PEG: 0.11

Dividend: 1.30%

Estimate Trend: NA

Ransom Note Trendline: Avoid American Airlines

Michael Schaus - New Contributor to Townhall Finance: Nick Adams
Posted: 10/14/2014 1:35:00 AM EST

Townhall Finance Welcomes Nick Adams as the most recent contributor!

Nick is an Aussie (not that we should hold that against him) who truly believes in the exceptionalism of America. In fact, he’s been credited with a world-wide resurgence of American-oriented praise. And, let’s face it: It’s well earned. As Nick manages to point out with terse, pointed, prose: America is the home of capitalism and individual liberty.

With an outside perspective of what makes the free market work, and what makes the traditional American system exceptional, Nick is bringing to our pages a refreshing insight. We welcome him to the ranks. (Click here for his articles.)

Oh… And he is a capitalist. So you should check out his website, and buy his book. (Click here.)

Michael Schaus - In Other News: Dems Blame GOP for Ebola - Stupidity is Apparently Contagious
Posted: 10/13/2014 2:12:00 PM EST

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

It was a big day for Obama on Sunday, as he golfed for the 200th time since taking office. Quite the milestone. We should nominate him for another Nobel Peace prize.

(USA Today)

The owner of the Washington Redskins watched the game in the company of Ben Shelly, president of the Navajo Nation… Racists.


Finland has ordered the Finnish “Beer and Whiskey Expo” to drop “Whiskey” from its title out of concern that the mention of an alcoholic beverage overtly promotes drinking. Just like that guy who hasn’t yet gone to his first AA meeting, the Finnish government apparently doesn’t think beer should count as an alcoholic beverage.

(Fox News)

Dems are blaming Republicans for the Ebola outbreak because the GOP has fought for spending cuts. I think we should forget about Ebola for a minute, and concentrate on curbing the contagious nature of stupidity.

(Weasel Zippers)

Wait… It gets better: Joy Reid lays blame for the Ebola outbreak at the feet of a “private hospital, in a red state.” See what I mean about stupidity being contagious? I bet Cuba would totally have this Ebola thing under control by now, right Joy?

(The Blaze)

So where is the Surgeon General now that Ebola is showing up in America? Well, the DailyMail is blaming the NRA for holding up his nomination. Another possibility is that his office is a little too busy designing new warnings for cigarettes to worry about a pesky little virus.

(Daily Mail)

John Ransom - Dave & Busters Busts a Move
Posted: 10/10/2014 2:30:00 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: US Ecology, Inc.

US Ecology Set to Join the S&P SmallCap 600-- PR Newswire

US Ecology Inc. (ECOL) will replace Measurement Specialties Inc. (MEAS) in the S&P SmallCap 600 after the close of trading on Monday, October 13. S&P 500 constituent TE Connectivity Ltd. (TEL) is acquiring Measurement Specialties in a deal expected to be completed soon.

Symbol: ECOL

Trailing PE: 26; Forward PE: 22

PEG: 2.36

Dividend: 1.70%

Estimate Trend: NA

Ransom Note Trendline: Sell US Ecology


Dave & Buster's Surge In Debut--Investor's Business Daily

Dave & Buster's (NASDAQ:PLAY) also priced late Thursday, raising $94 million after offering about 5.9 million shares for 16 each, the low end of the expected range of 16-18. The company operates 70 casual dining and large-game venues in North America, where customers can "eat, drink, play and watch." For the 16 weeks ended Aug. 3, the company reported revenue of $376.2 million, up 17%, and a net loss of $2.4 million.

Symbol: PLAY

Trailing PE: NA; Forward PE: NA


Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Dave & Buster’s

Stock number three: Digital River Inc.

Digital River Sets Date and Time for Third Quarter 2014 Earnings Release--Business Wire

Digital River, Inc. (NASDAQ: DRIV), a leading global provider of Commerce-as-a-Service solutions, announced that it plans to release third quarter 2014 financial results after the close of regular market trading on Wednesday, Oct. 29, 2014.

Symbol: DRIV

Trailing PE: NA; Forward PE: 31

PEG: 3.67

Dividend: NA

Estimate Trend: NA

Ransom Note Trendline: Avoid Digital River

Michael Schaus - In Other News: How Does Something So Big Go Missing? Kim Jong Un's Disappearance Stumps Experts
Posted: 10/10/2014 12:35:00 PM EST

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

Hillary Clinton compared her cabinet position in the Obama Administration to her marriage to Bill. I never would have guessed that a cabinet position could be that gross.

(Free Beacon)

Kim Jong Un hasn’t been seen in public in over a month, fueling speculation about his fate. Judging by his recent weight gain, I think the answer is pretty obvious: They’re having a tough time booking a demolition crew and bulldozer to get Kim out of his bedroom.

(Fox News)

According to Harry Reid’s Democrat Senatorial Campaign Committee, Republican Cory Gardner wants to make birth control illegal. Personally, I was surprised the commercial failed to mention that the Koch brothers control Cory via remote control from Karl Rove’s lair in the Midwest.

(You Tube)

So how is Obama’s campaign against ISIS working out? Well, terrorists have almost seized control of a strategic Kurdish town in Syria; and ISIS is also within shelling range of Baghdad’s airport. So, yeah, it could probably be better.

(CBS News)

Some guy thought it would be funny to joke about having Ebola while he was on a plane… It was funny. Especially when a bunch of guys in hazmat suits showed up to haul his butt into quarantine.

(Fox News)

A manhunt for a cop killer in Pennsylvania has delayed the beginning of deer season. Personally, I think they should let deer season start – and just offer a reward to any hunter that ends up shooting the fugitive.

(Fox News)