WARNING: I’m not an investment adviser, just a blogger.
Tech
QCOM, 61.86 Dec 31, 4:00PM EST
A play on wireless growth, doesn’t matter if it’s Apple or Android, smartphones or tablets, Qualcomm benefits.
EMC, 25.30 Dec 31, 4:00PM EST
Data growth. Virtualization. Cloud Computing.
YHOO, 19.90 Dec 31, 4:00PM EST
New CEO, low bar from decade as doormat.
Industrial
CFX, 40.35 Dec 31, 4:03PM EST
Little followed mid cap. Well run industrial.
DOV, 65.71 Dec 31, 4:00PM EST
Well managed, diversified industrial in hot sectors, energy, wireless communications.
Financials
NICK, 12.40 Dec 31, 4:00PM EST
Crossing Wall Street’s Eddy Elfenbein (@eddyelfenbein) loves this company. It’s a member of his Buy List again in 2013. His Buy List has whipped the S&P 500 for six straight years,
The 2012 trading year has come to a close. I’m happy to report that our Buy List had another market-beating year. The 20 stocks on the Crossing Wall Street Buy List gained 14.56% while the S&P 500 gained 13.41%. This is the sixth year in a row that we have beaten the market.
You’d have to be crazy not to read his blog.
JPM, 43.97 Dec 31, 4:00PM EST
Too Big To Fail on The Whale. The London Whale trading fiasco that cost $5 billion in loses last year is but a distant memory.
Food
DPZ, 43.55 Dec 31, 4:01PM EST
A tech company that sells Pizza. Led by dynamic CEO, company is expanding aggressively internationally. Already had a big run, so kind of late to the pizza party, but still like it.
Retail
TJX, 42.45 Dec 31, 4:06PM EST
Well run company, blah economy, affordable fashion and bargain shopping in vogue for another year.
Energy
BTU, 26.61 Dec 31, 4:02PM EST
A play and the turn on coal, based mostly in faith that CHINA is recovering.
It had barely stopped raining, the power was still out and millions are struggling for the basics like food, clean water and gasoline. What a great time to rudely, condescendingly and arrogantly declare the cause of the storm to be, you guessed it, global warming ! Not only that, but if you are not on board with this instant analysis, you’re stupid! Wonderful.
Hey if Business Weak says so, it must be true. After all, they’re journalists. For example, they were totally spot on in August 1976 when they wrote this,
Climatologists have advanced a number of theories to explain why the world’s climate is getting worse. The dominant school maintains that the world is becoming cooler, resulting in a loss of arable land at the higher latitudes and major shifts in rainfall patterns.
–Business Week, “The world’s climate is getting worse” August 2, 1976
Hey, don’t fret, Business Weak hedged their bet in the very next sentence,
“A second school believes the world is warming, with equally serious consequences.”
How convenient. Heads they win, tails you lose. Nothing says have your cake and eat it too like being a liberal environmentalist!
Colder, warmer, who cares, let’s not get bogged down in details…..the climate is getting worse and its our fault. We MUST do something about it! It is so transparently obvious that climate is simply a political tool for liberals looking for new ways to control and influence more aspects of society.
New York City has seen hurricanes before. In fact, they occurred more frequently in the 1800′s than today,
Before the 1938 New England hurricane, it had been several decades since a hurricane of any significance adversely affected the northeastern Atlantic coastline. Nevertheless, history has shown that several severe hurricanes have affected the Northeast, although with much less frequency in comparison to areas of the Gulf, Florida, and southeastern Atlantic coastlines.
- The Great September Gale of 1815 (the term hurricane was not yet common in the American vernacular), which hit New York City directly as a Category 3 hurricane, caused extensive damage and created an inlet that separated the Long Island resort towns of the Rockaways and Long Beach into two separate barrier islands.
- The 1821 Norfolk and Long Island Hurricane, a Category 4 storm which made four separate landfalls in Virginia, New Jersey, New York, and southern New England. The storm created the highest recorded storm surge in Manhattan of nearly 13 feet and severely impacted the farming regions of Long Island and southern New England.
- The 1869 Saxby Gale affected areas in Northern New England, decimating the Maine coastline and the Canadian Outer Banks. It was the last major hurricane to affect New England until the 1938 storm.
- The 1893 New York hurricane, a Category 2 storm, directly hit the city itself, causing a great storm surge that pummeled the coastline, completely removing the Long Island resort town of Hog Island.
So what caused these storms Business Weak, cow farts? Pretty sure there were no SUV’s roaming the streets of Manhattan in the 1800′s.
The difference between then and now is population density. In 1890 New York City there were 1.5 million people. As of 2011, there are 8.2 million in NYC. Oh yea, then there’s this,
Battery Park City WAS the ocean when the above referenced storms happened. It is nothing but landfill taken from the digging at the World Trade Center project.
Ripple Effects: Population and Coastal Regions
The reasons for environmental decline are complex, but population factors play a significant role. Today, approximately 3 billion people — about half of the world’s population — live within 200 kilometers of a coastline. By 2025, that figure is likely to double.
Is it logic or stupid to think that the sames storms we’ve had throughout history, like those in the 1800′s cited above, would have a far greater impact today?
And what about today, Sandy? Well, kudos to the New York Times Dot Earth blog for having an open mind and publishing a balanced view of what might have made Sandy such a devastating storm.
Martin Hoerling, a meteorologist with the National Oceanic and Atmospheric Administration (NOAA), said Sandy wasn’t boosted by global warming — the storm merely revealed natural forces at work.
“Great events can have little causes,” he told the New York Times. “In this case, the immediate cause is most likely little more that the coincidental alignment of a tropical storm with an extratropical storm.”
Here’s a thought from Patrick J. Michaels, the climatologist best known for his work for the libertarian Cato Institute:
By any standard, this is an impressive cyclone for our latitude. You might want to check Ludlum’s “Early American Hurricanes” for the Snow Hurricane of 1804, which was earlier and a bit further north — but NYC showed a pretty similar barometric pressure. Are you familiar with his great series of books on pre-1900 weather?
Businness Weak on the other hand, chose the full on moonbat, reactionary route. We constantly hear from folks on the left, like Business Weak, that “The science is settled”. If they are done with science, maybe they’d go for a little history lesson?
Hey, Business Weak, look——>
The New York Times is reporting tonight,
Bill Clinton to Have Key Convention Role
WASHINGTON — Former President Bill Clinton is set to play a central part in the Democratic convention, aides said, and will formally place President Obama’s name into nomination by delivering a prime-time speech designed to present a forceful economic argument for why Mr. Obama deserves to win a second term.
Several times in recent weeks President Obama has invoked Bill Clinton and his jobs record, trying to frame this election as a choice between the Clinton economy we had then and the Bush economy we have now. Who could blame the President when the actual numbers are so bad? It’s a good strategy. In fact, the first time I noticed President Obama reaching for the Clinton administration lifeline was during his now infamous “You didn’t build that” speech.
But you know what, I’m not going to see us gut the investments that grow our economy to give tax breaks to me or Mr. Romney or folks who don’t need them. So I’m going to reduce the deficit in a balanced way. We’ve already made a trillion dollars’ worth of cuts. We can make another trillion or trillion-two, and what we then do is ask for the wealthy to pay a little bit more. (Applause.) And, by the way, we’ve tried that before — a guy named Bill Clinton did it. We created 23 million new jobs, turned a deficit into a surplus, and rich people did just fine. We created a lot of millionaires.
We created Mr. President? You were an Associate Attorney for Davis, Miner & Barnhill and a State Senator for the final three years of the Clinton administration. One that voted present more than anything else. We?
State Senator 1997 to 2004 State of Illinois, Chicago, IL Associate Attorney 1993 to 2002 Davis, Miner & Barnhill, Chicago, IL • Litigated employment discrimination, housing discrimination and voting rights cases.TEACHING EXPERIENCE:Lecturer / Senior Lecturer 1992 to 2004 University of Chicago Law School • Taught courses in General Law, Constitutional Law and Government Affairs
Ah yes…constitutional law expert….
Photo: The eating crow summit.
There is a fatal flaw in the President Obama-Clinton comparison. President Obama does not believe what Bill Clinton believed about businesses or the economy. The differences go far beyond Clinton’s vigorous defense of both Romney and Bain. How about the signature domestic accomplishment of the Clinton administration, overturned by fiat, at the pen of Obama’s HHS secretary. Here is a good piece by Mickey Kaus,
Obama weakens welfare reform (again): Here are some quick initial reactions to the administration’s apparent surprising (and possibly illegal) attempt to grant waivers of the work requirements written, after great effort, into the 1996 welfare reform law
…If today’s action stands–surviving legal as well as political challenge–it will allow HHS to let those states that don’t really want to require welfare recipients to work to not require them to work. Before 1996, HHS would be preventing states that did want to require welfare recipients to work from requiring them to work. Still a big difference between then and today. But not as much as between then and yesterday.
15. Souljah Opening Available: Obama could turn the HHS rule into a big political plus if he dramatically ordered Secretary Sebelius to withdraw it, saying he wanted to encourage people to work, not go on the dole. But that’s not his style.
Update: Dave Weigel points out the long-term implications of the administration’s legal argument: Once HHS has the power to fiddle with work requirements, even worse may be on the way. The Mark Greenbergs are just getting started.
Given the economic performance, lack of leadership and overall malaise, the Clinton comparison is not the one on voters minds.
Bruce McQuain from Blackfive joined us once again for Someone You Should Know, our weekly tribute to the troops. Bruce spent 28 years in the U.S. Army and he is a veteran of the Vietnam war. He brings a perspective and understanding to these stories that we could never match.
I must say, a very fitting finale to Someone You Should Know on WRKO. A story about three Medal of Honor receipients from the Battle of Saipan
Thank you Bruce for all you’ve contributed to Pundit Review Radio. Nothing brought more positive feedback than this segment. I can say without a doubt, that whatever time and preparation it took you tell these stories, it was appreciated by countless listeners of the show.
The Pundit Review Radio Podcast RSS feed can be found here and you can find us on iTunes at Pundit Review Radio.
What is Pundit Review Radio?
On Boston’s Talk Station WRKO since 2005, Pundit Review Radio is where the old media meets the new. Each week we give voice to the work of the most influential leaders in the new media/citizen journalist revolution. Called “groundbreaking” by Talkers Magazine, this unique show brings the best of the blogs to the radio every Sunday evening from 6-8pm on AM680 WRKO, Boston’s Talk Station.
After 374 Sunday’s, this was our final show on WRKO. It has been a great experience. I had many people to thank, starting with Gregg Jackson who pushed me into this crazy idea in the summer of 2004. There are lots of folks at WRKO to thank, from Todd Feinburg to Howie Carr to the great roster of producers, Sandy, Bernie, Producer Rob, Dan the Man, Ed, Horseshack. I don’t have a bad thing to say about WRKO. They gave me a great platform to do what I wanted for 374 weekends, so you won’t hear me complaining or saying they owe me week 375. In fact, I owe them.
I very much appreciated what Cooksie did for me, giving me a final show to say goodbye to a loyal group of listeners. That doesn’t always happen in radio, as I’ve seen firsthand, so I very much apprecated that. Thank you to everyone who listened to, supported and contributed to the show.
Producer Rob is just one of many people I’ve met from doing the show who will remain friends long into the future. Boston Maggie, Stephanie Davis, Garrett Quinn and so many more. Same goes for my last in-studio guest, Chris Selland. I really appreciate his coming in for what was, honestly, a strange show.
I want to thank Senator Brown for calling in. He’s been a great friend of the show, calling since his days as a State Rep. It was really touching that he would take time out of his busy schedule to do that.
Finally, how can one thank Bruce McQuain for all he has done for Pundit Review Radio? If I’m proud of anything about this experience, it is bringing the Someone You Should Know segment to the radio every Sunday night. Bruce did such an amazing job telling us these inspirational stories because he knows of what he speaks, 28 years in the Army, Vietnam vet. He’s been there and done that. Listening tio these stories every week has been a real education, and an honor. Bruce and I will always remain friends…and who knows…..
Hour One with Chris Selland, Sen. Scott Brown
Hour Two with Bruce McQuain, Chris Selland and great call from Michelle DeSilva of Cape Cod Cares for Our Troops
Signing off…we bid you goodnight
The Pundit Review Radio Podcast RSS feed can be found here and you can find us on iTunes at Pundit Review Radio.
What is Pundit Review Radio?
On Boston’s Talk Station WRKO since 2005, Pundit Review Radio is where the old media meets the new. Each week we give voice to the work of the most influential leaders in the new media/citizen journalist revolution. Called “groundbreaking” by Talkers Magazine, this unique show brings the best of the blogs to the radio every Sunday evening from 6-8pm on AM680 WRKO, Boston’s Talk Station.
Had a great time with 18 year old Evan Kenney (@evankenney) in studio tonight. He’s an impressive young man, just getting interested in politics and starting to get involved. That is, until he ran into the insiders that run the state GOP, such that it is. I’ll let the Herald’s Michael Graham explain,
Mass. GOP deals dirty
By Michael GrahamI have seen the future of the Republican Party in Massachusetts — and he’s an 18-year-old kid who just got screwed by Mitt Romney.
Evan Kenney was a senior at Wakefield High School when, inspired by a politically active teacher, he decided he’d like to become a delegate to the Republican National Convention. Kenney, a Ron Paul supporter, has no delusions about who the GOP nominee will be — Mitt Romney won 72 percent of the primary vote in Massachusetts — and he understood he would be casting his vote for Romney in Tampa.
So while his classmates were preparing for the prom and graduation, Kenney was learning the arcane workings of local GOP caucusing. He got on the phone and started organizing local voters — registered Republicans all — who shared his libertarian, small government, isolationist foreign policy views. He even convinced them to spend a Saturday morning in April at Lynnfield High School, sitting through boring political speeches so they could vote for him.
Kenney won, receiving more votes than the two former GOP gubernatorial candidates he was running against, Charlie Baker and Kerry Healey.
But in the end, it’s Baker and Healey who are going to Tampa as delegates to the RNC, while Kenney will be home learning a lesson in petty, partisan politics.
Why? Because the state GOP cheated.
When Romney’s preferred delegates lost, the campaign asked the state party to dump the winners. One problem — the winners actually won.
So the state GOP changed the rules after the voting, adding new paperwork and artificial deadlines. They even pulled an “Al Gore” and refused to count provisional ballots — a direct violation of the party’s rules.
As a result, Kenney and 16 other delegates/alternates who ran — and won — as Ron Paul libertarians had their seats stolen from them
Cheating, breaking their own rules, screwing over Republicans — isn’t that what Democrats are for?
Hour 1
Evan with Bruce McQuain of Q&O
The Pundit Review Radio Podcast RSS feed can be found here and you can find us on iTunes at Pundit Review Radio.
What is Pundit Review Radio?
On Boston’s Talk Station WRKO since 2005, Pundit Review Radio is where the old media meets the new. Each week we give voice to the work of the most influential leaders in the new media/citizen journalist revolution. Called “groundbreaking” by Talkers Magazine, this unique show brings the best of the blogs to the radio every Sunday evening from 6-8pm on AM680 WRKO, Boston’s Talk Station.
Walter Olson is a senior fellow at the Cato Institute’s Center for Constitutional Studies. He is also the man behind a great blog, Overlawyered, that turns 13 today! Congratulations! Finally, Walter is the author of a great book, Schools for Misrule: Legal Academia and an Overlawyered America. Tonight he returned to Pundit Review Radio to discuss the Obamacare ruling, Roberts rationale and whether he should be considered a statesmen or a sucker. Finally, I would have been remiss in my hosting duties if I did not ask Walter about our Legal Academia star running for United States Senate, Professor Tall Tale, aka Fauxcahauntis.
The Pundit Review Radio Podcast RSS feed can be found here and you can find us on iTunes at Pundit Review Radio.
What is Pundit Review Radio?
On Boston’s Talk Station WRKO since 2005, Pundit Review Radio is where the old media meets the new. Each week we give voice to the work of the most influential leaders in the new media/citizen journalist revolution. Called “groundbreaking” by Talkers Magazine, this unique show brings the best of the blogs to the radio every Sunday evening from 6-8pm on AM680 WRKO, Boston’s Talk Station.














