tag:blogger.com,1999:blog-7672906278752521216Sun, 27 Nov 2011 23:58:43 +0000HSNeBay Remains PowerhouseIATAThe Flow of Information in Global NetworksNewspapersFannie May Fine ChocolatesChinaAframiantowersforecastingMichael Mauboussinmergers and acquisitionsJeremy Siegel's The Future for Investorsvalue investingDollar ThriftyFairholme FundDSCMebay.com; nflxEmersonglobal tradeSCSSETHRNWKthe Yahoo opportunityAppleYahoo Bulls Focus on Alibaba TalkElliott WaveWRIBen Grahamcontainer shipping companiesRihannaGlobal Ship Leaseair trafficSalesforce.comARIIWilbur Ross Fortune interviewENOCDellNFDABill Gurley of Benchmark CapitalPolycomBIDSpain Could Be the New 'Lehman'dividendCBSSee's CandyCEO Colm BarringtonBenjamin GrahamQualcommToro CompanystimulusSavitzMELIEpoch Investment PartnersVistaPrintKSUSOFOAKAMJapanese economymerger arbitrageInternet RetailEducauseModnique.comBabcock and BrownMOLXConsuelo Mack WealthTrackLegg Masonthe Mediasite FranchiseiTunesLongleaf FundsMaria BartiromoAvisChurchill Downsatitude midia digitalinvestment legend Philip CarretJCOMNetherlandsHersheyBrazil's Rising StarLEDRHugh JidettetechnologySINASCRMicrosoftSUIEconomic IndicatorsNissanNCREIFretirementSwine FluTandbergLECOZinbergTyco ElectronicsBriefing.comYHOOTCMVenturatisUBETSOFODLas VegasInternet franchiseLouis RukeyserLatAmBNIWebExSanta Clause RallyproductivityKing AbdullahUPENNROIChorse racingliberty interactiveIndiaWaste Servicesdividend growthearningscoverage ratioWFMIWACBloodhorse.comDynamexAONENFLXEven Under New CaptainGCIBEZbusiness modelsglobal energy demandlaborGSICprgsTTCHertzSTMPCadburyDDRSmall Investors Flee Stock MarketKeynote video of RIM Co-CEO Lazaridis at BlackBerry DevCon 2010Bluefly.commcdJoseph SchumpeterPGMarylandfair valueBear Marketgarbage collectionBrazilhnzcontrarianUS Ecology Insiders Buy on a DipNILETMMHPBrandywineFirst Eagle301KHarrah'sDiavik Diamond MineQCOMShortingchocolate confectionsIn Striking ShiftPIIfuneral webcastingClean HarborsCarnivalScripps Networks InteractiveStocks are WorthlessCcoal demandAmazonPresident ClintonInternational Speedway201KOne Up on Wall StreetParlux FragrancesMcGraw-HillARWexpertsWWEeCopyJewelryTrackNetNYTsFirst IndustrialBFLYmargin of safetyMartin WhitmanMolexNDAQiPodKayPritzkerWarren BuffettentitlementsLiz Ann SondersRBAIRMSSPLanceThe Journal of Commerceglobal shippingAdobeYahoo Seems AdriftGEaircraft leasingSeaspanH1N1Barron'sMartin ShubikCRMElectric CarDairy Queenour core 1-800-Flowers.com long thesisJeff Matthews Is Not Making This UpPharmaColleges Push for New Technology Despite Budget WoesBob Dole BlackRockKITDTU DelftAYRgamingJim CramerDDMXSKYPEOmnitureNTELOSJohnson and JohnsonTattersallsStreaming MediaFederal Reserve Bank of AtlantaHybrid CarGeoffrey MoorewebcastingCalculated Risk Blogpayoutcommon senseWPPBACVolatilityNMMark Parkinsondurable goodsgraphs and data on Facebook's rapid ascentflowersCEO Fred PurchesThe next great bailout: Social SecurityADSKBurlington NorthernAllFacebook.cominternational exposureglobal GDPdividend investingTurkcellClean TechRailroadTwitternew home salesPETSHarry and Davidweight lossKansasGDPApple iPhoneNuanceFstocks more attractive than bondsonsmFirst LadyFCXBidz.comBruce GreenwaldPhilip Carretintelligent investorNLYHarry Winston Diamond CorporationBofA Cuts Some CD RatesRoyal CaribbeanhandleHadoopWeight Watchersfree cash flowCMA CGMJWNJobs must lead not lag the recoveryYahooFLWSPharmaceuticaldeficitAlternative EnergyELON24CNBC videoSear'sREITsInternetBAMichelle ObamaBaldor ElectricTarget1-800-Flowers.comCLIAFDXvolcanoBlackBerryAAPLBKSCSCOThe KnotHistorical S and P EarningsNoble Financialcontainer shippingepigeneticsLINTAQVCAMZNValuationRichemontInternet RetailerCCLRob ArnottHazardous Wasteevent webcastingTRNBYDRetail SalesMRKWTWTELChina GDPMediaMissionShareholder.comBrightcoveWDFCTriple CrownBruce Berkowitz's Fairholme FundsUPSInternet searchSir John Templetonlecture captureCHART OF THE DAY: Is The Netflix Stock Bubble Finally Bursting?PolarisCenter for Digital InnovationoptionMonster.comNMMEBAYBond BubbleNavios MaritimeWilliam PriestPARLONTGilt.comCiscoGMSCHWdebt to GDPIMNCEDCCamtasiaNutriSystemVisual EconomicsClean Sweep60 MinutesOSTKowner free cash flowSilicon Alley Insidereasy moneyToyotabbbbUSUHSForbesdiamondsWarren BuffetCVLTDiworsificationAutodeskKen Fisherpriceline.comIBMbuybackbonds over stocksNTLSGoogle AndroidStarbucksTechSmithSchwabRIMMEquibaseonline videoAmazon's growth and franchiseUndercover BossTKCJames Grant on Consuelo Mack WealthTrackEXPEexisting home salesE-commerceSIGMODNAREITemploymentEHTHCSKIYoubet.comJim McCannmortgage delinquencieshotelsiPhoneMore than You KnowAsensioNOKstocksAmerican EcologySNISonic Foundryunemploymentdividendsonline gamblingmarketingCO2UC MercedBerkowitzBill MillerFederal Reserve Chairman Ben BernankeSSWGBXDRIVeducationconsumerGoogle AtmosphereMSFTnutritionWeingartenNTRIAmerican Oriental Bioengineeringdouble dipRitchie Bros.investment researchWYNLong-Term TreasurysadvertisingIPARMassey UniversityGeneral ElectriccomScoreLVSEquinixMgreenLNCEDemocratic governor of KansasCashPSMTAMDHarry WinstonCisco Systems (CSCO)Facebook Outage was Biggest Ever2010 Streaming Media Readers' Choice Award WinnersFasig-TiptonFacebookMarket LeaderfuneralBIDZDubaiCompagnie Financière RichemontGary Taubesrich mediaBullsAccordentADBESNEIEARIOJCIClearbridge AdvisorsSIAWorld Cocoa FoundationPETMGoogleJohn Neffonline real estateEconomyWhich Way From HereMid-AmericanThe Black Eyed Peas Boom Boom PowWall Street WeekJPMwirelessSFLAOBCNNFannie May ConfectionsKAircastle LimitedWall StreetDodge and CoxFacebook valuationISCATGTPFCBEuropeCDCCSGPAvocentindustrialZale'sKIT digitalUniversity of ToledoSNDAHauteLook.comFLY Leasingvideo conferencingFacebook page for Common Stock $enseCCUSoutheastern Asset ManagementResearch AffiliatesBDNMediasiteThe Mobile Internet with Mary MeekerBREWprivate equityRussell 2000Nestlé Research CenterTALWYNNgdp forecastJNJChina bubbleSecrets of SuccessKAUSTKNOTeconomic growth in Latin AmericaWeight Watchers CEO Unfazed by Obesity Pill NewsPENNpsychologyADWMGMcompoundingPLCMDavid Winters of the Wintergreen Fundmerger activityDrugstore.comBoydnon-farm payrollsU.S. EcologyNestleQaddafi battles his peopleU.S. Census BureauCompañía Cervecerías UnidasCopeland Capital ManagementBRK-ASotheby'sCheryl's cookiesGOOGBlue NileWSJCitigroupNVSCasella Waste Systemsour Twitter feedFortunebusinessPriceSmartSCORCAR HTZParis HiltoneFaxLTDNational Association of RealtorsNokiaebay.comJBHTRobert PrechterFR-PrJPeter G. Peterson FoundationBRK-BNIILEBrodskyPeter LynchGood Calories Bad CaloriesPerot SystemsOn2Bill Gross PIMCOemerging marketsJohn ChambersHWDPeter WalshIcelandTIFJapanWalmartAuctioneersCapital Linktreasuries are risk free assetsHondadry bulkCash Flowvisual webcaster from onstream mediaHEVBreeders' CupFRNasdaq's Shareholder.comPeabody EnergyCrossing the ChasmCWSTE.W. ScrippsSBUXNetflixTLCBusinessInsider.comJAVADTGMatt Alexander at MasseyNet-A-Porter.comSNYIntuitReal EstateEPHCEstee LauderBRK.BRCLHersh CohenHSY3GHealthcareEQIXCIA World FactbookBartzWSMGSMANBERmore better nowstocks versus bondsSimcereWFCbettingPCLNLincoln ElectricAndy HooperCommercial Real Estatepositive trends in technologyWorld WrestlingMARfranchise401KMint.comCostCoinsider buyingTraditional Chinese MedicineRetailGSLpresentation by Peter Voser CEO of ShellUS Ecologyj2 Global CommunicationsGartner Symposium/ITxpo 2010Berkshire HathawayShip Finance InternationalWaste Business JournalRussell InvestmentsJessica SimpsonPIRBloomNet floral wire networkVPRTArtisan FundsBTUsocioeconomicKraftECOLFLYalphaJEREMY SIEGEL AND JEREMY SCHWARTZCLH7th Nestle Intl Nutrition SymposiumPetMed ExpressAviation International NewsAlibaba GroupjobsCHDNIntel (INTC) / McAfee (MFE) acquisitionHSNIsurvivorship biascruise linesPort of Los AngelesTruckingWMTCreative DestructionMATinvestingCharlie MungerBRK.ACOMMON STOCK $ENSEOwner-Oriented Investment Research and Commentary - Have a private comment or question? Email us at commonstocksense@gmail.comhttp://www.commonstocksense.com/noreply@blogger.com (Jeffrey Walkenhorst, CFA)Blogger258125tag:blogger.com,1999:blog-7672906278752521216.post-1223624953816875381Mon, 09 May 2011 13:51:00 +00002011-05-09T12:48:13.523-04:00Copeland Capital Managementvalue investingdividend investingdividend growthMy Update: Now with Copeland Capital Management, a Like-Minded Investment Firm, as Portfolio Manager & AnalystDear Readers:I am pleased to announce that I recently joined Copeland Capital Management, LLC as a Principal, as well as a Portfolio Manager and Analyst.Copeland is an employee owned, dynamic and growing firm with offices in the Philadelphia and Boston areas. The firm offers a series of Dividend Growth, Relative Value, and Fixed Income/Balanced Strategies.It has been a privilege sharing my http://feedproxy.google.com/~r/CommonStockSense/~3/kWvqW4af4Wg/my-update-now-with-copeland-capital.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/kWvqW4af4Wg" height="1" width="1"/>http://www.commonstocksense.com/2011/05/my-update-now-with-copeland-capital.htmltag:blogger.com,1999:blog-7672906278752521216.post-8699921575411992844Fri, 25 Mar 2011 02:34:00 +00002011-04-07T17:01:09.337-04:00SOFOthe Mediasite FranchisePolycomAccordentSonic Foundrymergers and acquisitionsSonic Foundry (SOFO): When Will the "Market" Notice the Mediasite Franchise?We started this post Tuesday and didn't have a chance to finish before -- boom -- Polycom (PLCM) announced the acquisition of Accordent Technologies Wednesday morning for approximately $50 million in cash, or 5.55 times 2010A sales of $9 million (per press release).We tweeted the news yesterday and were surprised to see shares of Sonic Foundry (SOFO) actually trade down yesterday. However, the "http://feedproxy.google.com/~r/CommonStockSense/~3/1APSRs_4NJ8/sonic-foundry-sofo-when-will-market.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)1<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/1APSRs_4NJ8" height="1" width="1"/>http://www.commonstocksense.com/2011/03/sonic-foundry-sofo-when-will-market.htmltag:blogger.com,1999:blog-7672906278752521216.post-361987189250943694Tue, 22 Mar 2011 02:41:00 +00002011-03-21T23:16:09.398-04:00dividendsSSWSeaspancontainer shippingGlobal Ship LeaseGSLFASCINATING SLIDES - What's Happening in the Global Containership Market?Last week, we relayed favorable news from Seaspan (SSW) on several fronts, including a higher dividend in our post, Seaspan (SSW): No Smoke and Mirrors as Company Raises Dividend by 50% to $0.75 per Year; Cash Flow Keeps Growing.Here, we briefly share two slides from Global Ship Lease's (GSL) 3/8/11 earnings deck that are worth revisiting. From GSL's Web site:Mar 8, 2011 10:30 AM EThttp://feedproxy.google.com/~r/CommonStockSense/~3/ewSeqkkPgdE/fascinating-slides-whats-happening-in.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/ewSeqkkPgdE" height="1" width="1"/>http://www.commonstocksense.com/2011/03/fascinating-slides-whats-happening-in.htmltag:blogger.com,1999:blog-7672906278752521216.post-3298778005064019617Tue, 15 Mar 2011 02:37:00 +00002011-03-14T23:28:39.317-04:00dividendsSSWSeaspancontainer shippingSeaspan (SSW): No Smoke and Mirrors as Company Raises Dividend by 50% to $0.75 per Year; Cash Flow Keeps GrowingSeaspan announced 4Q10 results this morning as well as news of a new joint venture with The Carlyle Group. Notably, we were pleased to see the company increase the expected annual dividend for 2011 to $0.75 from the prior run-rate of $0.50.We won't recount all details here, but recommend reviewing the press release, presentation, and conference call, all available on Seaspan's Web site. Below, wehttp://feedproxy.google.com/~r/CommonStockSense/~3/vko6IK9qwcg/seaspan-ssw-no-smoke-and-mirrors-as.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/vko6IK9qwcg" height="1" width="1"/>http://www.commonstocksense.com/2011/03/seaspan-ssw-no-smoke-and-mirrors-as.htmltag:blogger.com,1999:blog-7672906278752521216.post-4095688141282725195Sat, 12 Mar 2011 05:01:00 +00002011-03-12T08:54:13.437-05:00Bidz.comModnique.comE-commerceBIDZBidz.com (BIDZ): At Last, Y/Y Growth Returns to Business in 4Q; Still Offered By Market "For Free," Mitigating Key RisksLast month, we noted that Bidz.com (BIDZ) was "Finally Catching a Bid as Shares Go Boom Boom Pow!" In that post, we concluded:Even with the recent uptick, we believe fair value remains meaningfully higher since the business is now only trading equal to net tangible book value. Reproduction cost is certainly not zero, nor is the value that would be assigned by an informed private market buyer.http://feedproxy.google.com/~r/CommonStockSense/~3/Whdk5VaFBIo/bidzcom-bidz-at-last-yy-growth-returns.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/Whdk5VaFBIo" height="1" width="1"/>http://www.commonstocksense.com/2011/03/bidzcom-bidz-at-last-yy-growth-returns.htmltag:blogger.com,1999:blog-7672906278752521216.post-7060482765825020962Sun, 27 Feb 2011 15:10:00 +00002011-02-27T20:41:22.759-05:00Navios Maritimeglobal energy demandSSWSeaspanNMglobal tradeGlobal Ship LeaseGSLQaddafi battles his peopledry bulkFASCINATING SLIDE: Emerging Economies Leading World Expansion; Insights from Navios Maritime and the Dry Bulk TradeIn our last "FASCINATING SLIDE" in January, we shared The Power of Compounding - P&G's 54 Consecutive Years of Dividend Increases. Here, we highlight economic growth in emerging markets and the dry bulk trade with help from Navios Maritime Holdings (NM).We have no position in Navios or any other "dry bulker" given ongoing risk related to excess supply of vessels, but we are keeping tabs on Navioshttp://feedproxy.google.com/~r/CommonStockSense/~3/NZP1pZw7Tes/fascinating-slide-emerging-economies.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/NZP1pZw7Tes" height="1" width="1"/>http://www.commonstocksense.com/2011/02/fascinating-slide-emerging-economies.htmltag:blogger.com,1999:blog-7672906278752521216.post-6112219851677090509Fri, 18 Feb 2011 03:40:00 +00002011-02-18T07:27:40.000-05:00Weight WatchersBidz.comThe Black Eyed Peas Boom Boom PowWTWBIDZWeight Watchers (WTW): Instead of "Boom Boom Pow," Stock Just Goes POW! Single Day Revaluation Like No Other We've SeenWe mentioned in our post the other day how shares of Bidz.com (BIDZ) went Boom Boom Pow (borrowing from The Black Eyed Peas).It's one thing for shares of a microcap company to surge (or decline) 20, 30, 40% in one day since trading in smaller companies is often illiquid, catalyst driven, and can have a mind of its own. But, it's quite another thing for a mid- or large cap company to see such http://feedproxy.google.com/~r/CommonStockSense/~3/vY-MyQ5BfUM/weight-watchers-wtw-instead-of-boom.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)2<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/vY-MyQ5BfUM" height="1" width="1"/>http://www.commonstocksense.com/2011/02/weight-watchers-wtw-instead-of-boom.htmltag:blogger.com,1999:blog-7672906278752521216.post-7783362163933685085Tue, 15 Feb 2011 12:51:00 +00002011-02-18T21:43:05.360-05:00Parlux FragrancesFLY LeasingBlue NileBidz.comBluefly.comThe Black Eyed Peas Boom Boom PowPARL1-800-Flowers.comHSNIBFLYFLWSFLYLINTAJewelryNILEBIDZBidz.com (BIDZ): Finally Catching a Bid as Shares Go Boom Boom Pow! Who On Earth Wants to Own Bidz.com?On the heals of Blue Nile's (NILE) better-than-expected sales results last week, shares of Bidz.com (BIDZ) are finally catching a bid on significant volume. Here's the five day chart from Google Finance:AND, the one year chart from Yahoo Finance (we captured over the weekend, before Monday's jump -- didn't finish our post):In our Happy New Year post, we mentioned that our position in the online http://feedproxy.google.com/~r/CommonStockSense/~3/BSlswA6Sghc/bidzcom-bidz-finally-catching-bid-as.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/BSlswA6Sghc" height="1" width="1"/>http://www.commonstocksense.com/2011/02/bidzcom-bidz-finally-catching-bid-as.htmltag:blogger.com,1999:blog-7672906278752521216.post-6471269723107130124Sun, 06 Feb 2011 15:38:00 +00002011-02-06T11:23:59.894-05:00NestleWorld Cocoa FoundationCheryl's cookiesSee's CandyJeremy Siegel's The Future for InvestorsBerkshire HathawayWarren Buffett1-800-Flowers.comFannie May ConfectionsFLWS1-800-Flowers.com (FLWS): Is Fannie May Confections Gaining Market Share from Berkshire Hathaway's See's Candy?On Thursday 1/27, we were pleased to see 1-800-Flowers.com (FLWS, $2.76) post better-than-expected results and regain at least some favor from Wall Street. For some time now, we've been highlighting the value inherent in the company's diversified portfolio of businesses and expecting Wall Street to again embrace the company.In our Just Like Clockwork post early last month, we said:Among the http://feedproxy.google.com/~r/CommonStockSense/~3/NDayTBg3qWc/1-800-flowerscom-flws-is-fannie-may.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/NDayTBg3qWc" height="1" width="1"/>http://www.commonstocksense.com/2011/02/1-800-flowerscom-flws-is-fannie-may.htmltag:blogger.com,1999:blog-7672906278752521216.post-2358938585521235046Mon, 31 Jan 2011 02:06:00 +00002011-01-30T22:00:07.285-05:00dividendscompoundingCCUPGFLWSCompañía Cervecerías UnidasFASCINATING SLIDE: The Power of Compounding - P&G's 54 Consecutive Years of Dividend IncreasesPer our December post, 1-800-Flowers.com (FLWS): Is "Moat" Shallow, Shrinking, or Nonexistent?, we still owe readers follow-up commentary on the company's Fannie May Confections business. We hope to share something soon. Please stay tuned.About one week ago, we shared a "fascinating slide" from Compania Cervecerias Unidas S.A. (CCU). Here, we share a striking slide related to our stocks versus http://feedproxy.google.com/~r/CommonStockSense/~3/CTQlvPDiL6A/fascinating-slide-power-of-compounding.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)2<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/CTQlvPDiL6A" height="1" width="1"/>http://www.commonstocksense.com/2011/01/fascinating-slide-power-of-compounding.htmltag:blogger.com,1999:blog-7672906278752521216.post-8308097364127980101Sat, 22 Jan 2011 19:37:00 +00002011-01-22T21:45:45.632-05:00CCUeconomic growth in Latin AmericaCompañía Cervecerías UnidasFASCINATING SLIDE: Per Capita Beverage Consumption in Chile, Argentina, Spain, USA and Australia, plus Chilean TrendEvery now and then, we may share what we think is a "Fascinating Slide." The below comes from a recent management deck of our Compania Cervecerias Unidas S.A. (CCU), which we briefly mentioned in our happy new year post. Here, we see beverage consumption per capita (in liters) for Chile versus a handful of other countries, including the United States (click to enlarge):The difference among the http://feedproxy.google.com/~r/CommonStockSense/~3/HrBGNNb4DgA/fascinating-slide-per-capita-beverage.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/HrBGNNb4DgA" height="1" width="1"/>http://www.commonstocksense.com/2011/01/fascinating-slide-per-capita-beverage.htmltag:blogger.com,1999:blog-7672906278752521216.post-3895584140113601069Thu, 20 Jan 2011 02:53:00 +00002011-01-22T14:34:23.022-05:00PSMTWilliam PriestSOFOJCOMEpoch Investment PartnersEBAYPARLWTWinvestingEPHCConsuelo Mack WealthTrackLEDRReconciling Epoch's Sensible Investment Approach with Sir John Templeton's AdviceWe previously shared content from Epoch Investment Partners (EPHC) in our 9/1/10 post, Epoch Investment Partners: "Ratio of equity free cash flow yields to bonds near 50 year highs" = More Value in Stocks than Bonds.We mentioned then that Epoch's investment approach is fairly consistent with our primary investment approach: in a nutshell, focus on growing, franchise-type companies that generatehttp://feedproxy.google.com/~r/CommonStockSense/~3/4UkSe3_Pm4g/reconciling-epochs-sensible-investment.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/4UkSe3_Pm4g" height="1" width="1"/>http://www.commonstocksense.com/2011/01/reconciling-epochs-sensible-investment.htmltag:blogger.com,1999:blog-7672906278752521216.post-654214815574294452Fri, 14 Jan 2011 03:25:00 +00002011-01-22T14:34:55.700-05:00Parlux Fragrancesfair valueRihannaPARLParis HiltonPS: Parlux Fragrances (PARL) Moves Higher as Perfumania (PERF) Credit Overhang Eliminated; Still Offered at DiscountAs a brief follow-up to our Tuesday post, What's Moving Parlux Fragrances (PARL) and Market Leader (LEDR) Higher?, we wanted to point out one more important reason behind Parlux's recent upward move that we didn't see until Wednesday (our excuse: busy week, including some travel).In addition to more details last week around the imminent launch of Rihanna's new perfume -- please see prior post or http://feedproxy.google.com/~r/CommonStockSense/~3/nJnoO_hi6VY/ps-parlux-fragrances-parl-moves-higher.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)4<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/nJnoO_hi6VY" height="1" width="1"/>http://www.commonstocksense.com/2011/01/ps-parlux-fragrances-parl-moves-higher.htmltag:blogger.com,1999:blog-7672906278752521216.post-4628836391059926203Wed, 12 Jan 2011 04:45:00 +00002011-01-22T14:35:20.330-05:00Parlux FragrancesPARLMarket LeaderLEDRWhat's Moving Parlux Fragrances (PARL) and Market Leader (LEDR) Higher? Hidden Value Now Coming into Plain SightShares of Parlux and Market Leader are now garnering more attention from the "Market." Five-day view from Google Finance shows PARL up 14% and LEDR up 34% versus the NASDAQ up 1%:For Parlux, product details, marketing messages, and images of Rihanna -- all of which have been in the works for some time and really should be no surprise -- are giving the Market assurance that Parlux is a viable http://feedproxy.google.com/~r/CommonStockSense/~3/FCzrhXkEE1M/whats-moving-parlux-fragrances-parl-and.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/FCzrhXkEE1M" height="1" width="1"/>http://www.commonstocksense.com/2011/01/whats-moving-parlux-fragrances-parl-and.htmltag:blogger.com,1999:blog-7672906278752521216.post-5205736006748185190Sat, 08 Jan 2011 15:20:00 +00002011-01-22T14:35:47.696-05:00Casella Waste SystemsWeight WatchersSSWSeaspanpsychologyCWSTEconomy1-800-Flowers.comWTWFLWSJust Like Clockwork: Seaspan (SSW), Casella Waste Systems (CWST), and Weight Watchers (WTW) Again Back in Favor; What's Next?Over a number of years, the same thing seems to have over and over: certain companies first lose favor -- either for macro or micro reasons -- and then later, perhaps after years, regain favor. Human psychology, which we've touched on before, plays a large role through various market cycles.Recall the familiar Market cycle that we shared in Jobs Lead or Lag Recovery? CNN vs. Historical Evidence (http://feedproxy.google.com/~r/CommonStockSense/~3/iMk1yjC4QtU/like-clockwork-seaspan-ssw-casella.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/iMk1yjC4QtU" height="1" width="1"/>http://www.commonstocksense.com/2011/01/like-clockwork-seaspan-ssw-casella.htmltag:blogger.com,1999:blog-7672906278752521216.post-7615849780372078864Sat, 01 Jan 2011 13:59:00 +00002011-01-22T14:37:31.456-05:00401KEBAYPARLGSLWTWCHDN60 MinutesAOBYHOOFLWSPSMTSOFOFLYJCOMWACSSWCCUBIDZHappy 2011! Celebrating "401K" Recovery, Plus 2010 Portfolio Recap and What's in Store for 2011? As Always...As we enter 2011, everyone should feel better about where household net worth and the retirement picture now sits versus, say, two years ago, when most Americans were looking at "201Ks" and the forward outlook was admittedly uncertain.Remember this April 2009 60 Minutes segment, which we previously referenced:The 401k Fallout - April 19, 2009 8:47 PMChecked your 401k lately? The recent financial http://feedproxy.google.com/~r/CommonStockSense/~3/A7pKvJ3t2jY/happy-2011-celebrating-401k-recovery.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/A7pKvJ3t2jY" height="1" width="1"/>http://www.commonstocksense.com/2011/01/happy-2011-celebrating-401k-recovery.htmltag:blogger.com,1999:blog-7672906278752521216.post-6663665104639409362Thu, 23 Dec 2010 03:24:00 +00002010-12-23T08:57:33.069-05:00SeaspanEBAYEconomyGlobal Ship LeaseBrazil's Rising StarGSL60 MinutesPSMTLatAmSSWcontainer shippingCCUMELIBrazilInvesting in Global Shifts: Brazil, Latin America, the Container Trade, and MoreWhile the U.S. economy slogs forward with various pockets of strength (e.g. technology, agriculture, certain industrial areas) and wrestles with well-known fiscal challenges, other parts of the world -- such as Latin America -- are zooming ahead.For example, the other week, CBS's 60 Minutes had an interesting segment on Brazil, which we share here and recommend watching:Brazil's Rising http://feedproxy.google.com/~r/CommonStockSense/~3/ee6Wjb7cGt8/investing-in-global-shifts-brazil-latin.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/ee6Wjb7cGt8" height="1" width="1"/>http://www.commonstocksense.com/2010/12/investing-in-global-shifts-brazil-latin.htmltag:blogger.com,1999:blog-7672906278752521216.post-5167483069039189802Sat, 18 Dec 2010 19:03:00 +00002010-12-18T15:24:19.184-05:00BloomNet floral wire networkCheryl's cookieschocolate confectionsHarry and David1-800-Flowers.comFannie May ConfectionsFLWS1-800-Flowers.com (FLWS): Is "Moat" Shallow, Shrinking, or Nonexistent?We've made our stance on 1-800-Flowers.com (FLWS) fairly apparent during 2010, starting with our Which Way from Here? video presentation in January followed by our February post, Many Funds Can't Buy FLWS Right Now; But, We Can Because We Can Wait.More recently, in our Nestlé Kit Kat series, we alluded to the strength of 1-800-Flowers.com's growing chocolate business, Fannie May. We'll soon sharehttp://feedproxy.google.com/~r/CommonStockSense/~3/f2lPLCbz2GM/1-800-flowerscom-flws-is-moat-shallow.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/f2lPLCbz2GM" height="1" width="1"/>http://www.commonstocksense.com/2010/12/1-800-flowerscom-flws-is-moat-shallow.htmltag:blogger.com,1999:blog-7672906278752521216.post-5323717951734527239Thu, 16 Dec 2010 03:09:00 +00002010-12-16T08:28:52.582-05:00SSWSeaspanThe Journal of CommerceEconomycontainer shippingGlobal Ship LeaseGSLSanta Clause RallySeaspan (SSW): Shares Trade Down, What's Wrong? Time to Sell? Or Wonderful Gift?Since November 1st, shares of Seaspan (SSW) are down 9% while Global Ship Lease (GSL) and the S&P 500 are up 6% and 4%, respectively. Chart from Google Finance (GOOG):What's going on here? First, positive company-specific events came to pass for Global Ship Lease, events that we (and the "Market") contemplated but were still waiting for in our 11/3 post. Second, the overall market is seemingly http://feedproxy.google.com/~r/CommonStockSense/~3/yrwfjoDkY8I/seaspan-ssw-shares-trade-down-whats.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)2<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/yrwfjoDkY8I" height="1" width="1"/>http://www.commonstocksense.com/2010/12/seaspan-ssw-shares-trade-down-whats.htmltag:blogger.com,1999:blog-7672906278752521216.post-1693085870812141604Mon, 13 Dec 2010 11:48:00 +00002010-12-13T08:56:41.718-05:00Nestle7th Nestle Intl Nutrition SymposiumDavid Winters of the Wintergreen FundSee's CandyBerkshire Hathaway1-800-Flowers.comFannie May ConfectionsFLWSPart 2: Nestlé Celebrates Kit Kat's 75th Birthday - What Other Chocolate Franchise is Celebrating a Meaningful Anniversary?In our "Part 1" post on 12/1, Nestlé Celebrates Kit Kat's 75th Birthday - What Other Chocolate Franchise is Celebrating a Meaningful Anniversary?, we presented our question along with five hints:Older than Kit Kat.Smaller scale than Nestlé.Growing nicely and gaining market share.U.S. domiciled and focused.Previously mentioned here on CS$.We were pleased when a reader provided the correct answer http://feedproxy.google.com/~r/CommonStockSense/~3/loUpN98WAVk/part-2-nestle-is-celebrates-kit-kats.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/loUpN98WAVk" height="1" width="1"/>http://www.commonstocksense.com/2010/12/part-2-nestle-is-celebrates-kit-kats.htmltag:blogger.com,1999:blog-7672906278752521216.post-1342832657060046340Sat, 11 Dec 2010 16:15:00 +00002010-12-11T15:23:26.539-05:00PETSSSWSeaspanHWDcontainer shippingdiamonds1-800-Flowers.comDiavik Diamond MinePetMed ExpressHarry Winston Diamond CorporationFLWSHarry Winston (HWD): Whoops, We Can't Forget Key Mining Variables and Risk Factors; Revisiting Earnings Power and Reducing StakeWe will soon follow-up on our 12/1 post:Part 1: Nestlé Celebrates Kit Kat's 75th Birthday - What Other Chocolate Franchise is Celebrating a Meaningful Anniversary? At long last, a reader provided the correct answer to our question in the comments section -- please see the post for details.In the meantime, we -- unfortunately -- need to revisit our Harry Winston Diamond Corporation (HWD) post fromhttp://feedproxy.google.com/~r/CommonStockSense/~3/5VbRjpRvx1c/harry-winston-hwd-whoops-we-cant-forget.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/5VbRjpRvx1c" height="1" width="1"/>http://www.commonstocksense.com/2010/12/harry-winston-hwd-whoops-we-cant-forget.htmltag:blogger.com,1999:blog-7672906278752521216.post-3188862903393519237Wed, 08 Dec 2010 04:33:00 +00002010-12-08T22:41:02.655-05:00SOFOHWDGlobal Ship LeaseSonic FoundryGSLRIORichemontDiavik Diamond MineSotheby'sBIDHarry Winston Diamond CorporationHarry Winston (HWD): Watching Thursday's Report; Strong Luxury Results and Demand Across Sector Bode Well; Earnings Power is Key to Upside PotentialAlong with certain REITs, Global Ship Lease (GSL), and eBay (EBAY) (prior GSL and EBAY posts here and here), Harry Winston Diamond Corporation (HWD) has been one of our best performers over the past 1.5 years.Although we did slightly reduce our position last July in the $13-14 range to fund other purchases, we continue to hold the majority of our initial stake. It's important to remember that http://feedproxy.google.com/~r/CommonStockSense/~3/L6Q8AKFK6xw/harry-winston-hwd-watching-thursdays.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/L6Q8AKFK6xw" height="1" width="1"/>http://www.commonstocksense.com/2010/12/harry-winston-hwd-watching-thursdays.htmltag:blogger.com,1999:blog-7672906278752521216.post-4517947967509051570Sat, 04 Dec 2010 14:53:00 +00002010-12-04T16:02:27.698-05:00Peter LynchdeficitOne Up on Wall StreetentitlementsEconomyPeter G. Peterson FoundationinvestingHugh JidetteSpain Could Be the New 'Lehman'The next great bailout: Social SecurityJobs, Economy, Debt, and Entitlements = Somewhat of a Pickle, YET Record Corporate Profits and Cash to the Rescue?We started writing this post with a different theme in mind, but somehow digressed on everyone's favorite topic, the economy. Please bear with us!Back in August, we shared historic data that show jobs always lag in economic recoveries. Well, based on the November jobs report, we could say that they're still lagging as the U.S. employment picture remains bleak.One key challenge to job creation http://feedproxy.google.com/~r/CommonStockSense/~3/EwyJVeQ3eUs/jobs-economy-debt-and-entitlements.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/EwyJVeQ3eUs" height="1" width="1"/>http://www.commonstocksense.com/2010/12/jobs-economy-debt-and-entitlements.htmltag:blogger.com,1999:blog-7672906278752521216.post-6385407313057475953Thu, 02 Dec 2010 01:38:00 +00002010-12-01T22:17:04.568-05:00NestleSOFOCadburyWeight WatchersHersheyK7th Nestle Intl Nutrition SymposiumHSYNestlé Research Centerchocolate confectionsKraftWTWPart 1: Nestlé Celebrates Kit Kat's 75th Birthday - What Other Chocolate Franchise is Celebrating a Meaningful Anniversary?A few weeks back, in our Weight Watchers (WTW) post, we shared the 7th Nestle International Nutrition Symposium, which was in late October in Switzerland:Nutrition & Epigenetics: Modulating the Genetic Blueprint (captured with Sonic Foundry's Mediasite/SOFO)Per our mention at the time, we found the topic truly fascinating and recommended viewing at least some of the presentations. Worth at least http://feedproxy.google.com/~r/CommonStockSense/~3/1njPPjjmTz4/part-1-nestle-celebrates-kit-kats-75th.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)2<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/1njPPjjmTz4" height="1" width="1"/>http://www.commonstocksense.com/2010/12/part-1-nestle-celebrates-kit-kats-75th.htmltag:blogger.com,1999:blog-7672906278752521216.post-8659593753180090232Wed, 24 Nov 2010 11:58:00 +00002010-12-07T22:33:28.194-05:00ebay.com; nflxPeter LynchEBAYPARLJim Cramerinvestment legend Philip CarretWTWYHOOSOFOAMZNCWSTOne Up on Wall StreetPCLNSonic FoundryNILEMediasiteSonic Foundry (SOFO): Passing the Torch, Plus Key Investment MusingsPer our Sonic Foundry (SOFO, $15.31) post just over one week ago, we hoped to provide additional commentary headed into the company's earnings report last Thursday morning. Two things happened:First, it was a hectic week.Second -- and more significantly -- along with our colleagues, we received information last week that limits us from blogging on the information technology (IT) sector.The firsthttp://feedproxy.google.com/~r/CommonStockSense/~3/o772-jB36qA/sonic-foundry-sofo-passing-torch-plus.htmlnoreply@blogger.com (Jeffrey Walkenhorst, CFA)0<img src="http://feeds.feedburner.com/~r/CommonStockSense/~4/o772-jB36qA" height="1" width="1"/>http://www.commonstocksense.com/2010/11/sonic-foundry-sofo-passing-torch-plus.html