Tuesday, May 23, 2017

The Face Of Fear Was Not Who I Expected To See Showing It

I saw something remarkable today, and it broke my heart. I need to talk about it. 

Outside of my investments, I also work a normal day job, and we have a main break room, and then a smaller room at the very back of the building that the majority of employees never visit. A few do, but it's pretty quiet there, and I've been spending my lunchtimes in it. 

Now I take breaks at the same time every day, but today a woman that I hadn't seen before came in. She looked like she was of middle eastern descent, dressed in what I believe was a religious style of clothing, Islamic if I were to guess, but I'm just not familiar enough with the styles to say that for sure. It was a long dress with a modest head covering. 

She proceeded to an isolated corner of the room so to avoid being in anyone's way, rolled out a small carpet, took off her shoes, then got down on her knees and started praying. At first clasping her hands together with her eyes closed, and then placing her forehead to the floor.



That wasn't the part that astonished me. I have seen prayer before, but...

In between these motions, I could see her face from where I was at, and she looked sad, stressed, and anxious. I'm not allowed to take photos inside of my office building, or I would have recorded her. I realized very quickly what was happening. She was praying for her family's safety. Possibly in her home country, or possibly in this one. She was praying because she was afraid of them or herself being the target of retaliation for the attack that happened last night in London. 

She was terrified of us. But she is one of us.

It was that moment I realized that we are not the only ones under the threat of terrorism. ISIS lives among the peaceful Islamic community, and the truly faithful aren't trying to be violent. They just want to be faithful to their God. But in America, all Muslims are being lumped together indifferently. Christians swear vengeance, Atheists denounce religions, but the overwhelming number of Muslims just want to feel safe at night. I felt incredible sadness swelling inside of myself in empathy for what she was going through. 

So I took the first step towards fixing the damage that we have done. I walked over to where she was, placed a knee down next to her, I reached out my right hand, took hers in it, then I clasped my other hand over hers, smiled gently, and told her "Don't worry, everything is going to be ok". The relief in her face told me that she had been praying for someone to say that to her.  

America is a violent country. Let's be honest about that for a change.

I realize of course that this attack happened in a different country, but I can only speak about what I encounter here. Every day I see hateful, violent remarks by Americans. It's what Americans have always done though; We have been fighting since the day the pilgrims arrived. We killed the native Americans, we fought and forced out the Mexicans, and now we are killing the middle east because we have become so large and needy that we have to get their resources to continue to maintain the quality of life we have. 

We have also become a culture of indifference. By doing this, we are creating a growing tension between our culture and theirs, and we continue to make it worse by declaring that America must make itself great, and that we must maintain military control over the whole world.  ISIS is an enemy borne from our own hatred. They are abusing their own people, but we empowered their rage and gave their members fuel to want to fight.

We are not the only victims of terrorism. The peaceful people that can't escape those countries are trapped under the thumb of people who just don't see what choice they have. When we drop bombs, we are killing the good people too, and every time they attack, we only talk about how much stronger our counter-attack will be.  Violence only creates violence. If we really want it to stop, then we need to be open to helping the people who want peace. 

I hope to see her again. And I hope to be able to say that I don't hate her, and I don't blame her for what other people have done in anger. I can only be responsible for how I act as an individual, and I believe that being kind is it's own reward. 

If you see a Muslim today, take a moment to see how afraid they are of what we could do to hurt them. 

And if you can, maybe do what I did. Reach out your hand and let them know that you're not their enemy, and are ready to talk about what we can do together to create peace for all of us. Being in a position of power means that we have that much more responsibility to share what we have. The world is running short on resources, and if we don't take an active role in showing kindness and cooperation to build things together, then I see no reason to be shocked when other countries show us an act of hostility.

Thursday, February 23, 2017

Changes At CVS To Benefit Becton, Dickinson and Co.


I had an alert come in yesterday that Caremark is bringing BD pen needles and insuling syringes into their preferred formulary lists. A formulary is a list of medications that your insurance plan will cover, and specifies varies drugs that are "preferred", and you can obtain for lower prices. I have a lot of good things to say about the BD brand.

You can read it here:

WhoTrades: CVS/Caremark Moves BD Products To Preferred Formulary
Includes: $CVS $BDX $NVO

Further Reading:
Seeking Alpha: They're Definitely High On Something

Includes: $PFE $MRK $TEVA $MYL $SPY $IBB $LABU $CELG $BIIB $GILD $AMGN $REGN $ALXN $INCY $VRTX $ILMN $SRPT $IINX $ICPT $BLUE $TSRO $JUNO $ARIA $MGLN $CVS $TGT $NVO

Also, I have an update on one of the Life Cross sell recommendations:


The chart can't catch everything, but it is a work in progress. The Life Cross gave a sell rating on Mercadolibre only a few short weeks ago, and it turned out that may have been too soon, as the company brought in a solid earnings beat yesterday.

That said, I still think there's added risk in the high price, but there is more than one way to get your hands on some Mercadolibre ownership at a good price:

WhoTrades: MercadoLibre Beats, But There's A Better Way To Invest
Includes: $MELI $EBAY

Tuesday, February 21, 2017

Taking A Look At Toy Industry Developments


I plan to take a renewed look at Mattel later this week, but I'm waiting to see how JAKKs Pacific has done for the year. JAKKs should be reporting before market open this Thursday.  I'm also poking a bit of fun at General Mills, who unintentionally made a delicious cereal hilariously grim.

WhoTrades: JAKKs Pacific 4th Quarter Earnings This Thursday, 2/23/17
Includes: $JAKK $MAT $HAS

WhoTrades: Good Company, Bad Advertising: General Mills
Includes: $GIS $K

Further Reading:

Seeking Alpha: Jumping JAKKs And Other Exercises I Avoid
Includes: $JAKK $MAT $HAS $KKD $NTDOY $SIRI $DIS

Monday, February 13, 2017

Do CEO Comments Affect Companies In The Long Term?

Under Armour CEO Kevin Plank, in an interview with CNBC said that President Trump was a "real asset" because of his focus on deregulation. Social media is having a fit over it. Check out my latest post for more:

WhoTrades: Under Armour And Nike Trump Comments Stir The Pot
Includes: $UA $NKE $ADDDF $SBUX $FL


I've also started a new blog about finding great deals on video games, you can find the first post here:

Gaming Cheaper: Resident Tightwad: The Evil Within

Friday, February 3, 2017

GMO Salmon One Step Closer To Reality, Profits

I had contacted the makers of AquAdvantage, a genetically modified brand of salmon about an unrelated issue that I plan to talk about soon, and was surprised to learn that the company has gone public.

WhoTrades: AquaBounty GMO Salmon Producer Now Publicly Traded
Includes: $AQB $COST $WFM $TGT $KR

Related reading:

Seeking Alpha: Fake News You Can Use: Buy Monsanto, The 21st Century's Greatest Agriculture Company
Includes: $MON $FB $TWTR $USG $KO $PEP $WMT $AAPL

Monday, January 30, 2017

The New Choice Of A New Generation


It was a crazy weekend. I start off by talking about the brave choice by Starbucks Coffee to support the refugees turned away by president Donald Trump. I draw comparisons to the brilliant marketing choices by Pepsi almost 80 years ago. This could bring over 200 million new customers to the brand.

Kimco REIT will be reporting this week, and I have some commentary on why you might want to consider owning this quality real estate investment. I also have an update on Navios Midstream Partners, as well as opinions on the 100,000 new employees that Amazon says they will be adding during the next 18 months, and a discussion about just how upset the entire tech sector is right now.

Finally, Greek stock and bond markets are collapsing again over the country's inability to manage their debts. This is a government problem, not a business problem though, and I tell you how to take advantage of the market chaos easily.

WhoTrades: Starbucks Choice To Hire Refugees Is Brilliant
Includes: $SBUX, $KO, $PEP

WhoTrades: Kimco REIT Reporting this Thursday 
Includes: $KIM $AMZN $BBY $KR $O $WMT $SBUX

WhoTrades: Why Are You Not Collecting This 14% Yield?
Includes: $NAP $NM

WhoTrades: Amazon Thinks They Are About To Grow. A Lot.
Includes: $AMZN

WhoTrades: Silicon Valley PISSED OFF About Trump Immigration Freeze
Includes: $AAPL $FB $GOOG $GOOGL $MSFT $NFLX

WhoTrades: Greece Problems Are Back Again
Includes: $GREK

You can find some other great suggestions for strong brands (And their associated real estate) in this related article:

Seeking Alpha: Own The World You Live In
Includes: $AAPL $DDS $EL $FL $GPS $LB $M $KORS $MSFT $NTDOY $CMG $MCD $SBUX $WEN $YUM $KO $PEP $KIM $O $SPG $STOR $WMT $KR $NLY $PNW $WM $CVX $EPD $XOM $KMI $NAP $PSX 

Wednesday, January 25, 2017

Mattel Full Year Results Disappoint, But Show Promise


Mattel's year end wasn't spectacular, but it wasn't awful either. We may be looking at a decline in the toy segment as a whole. More here:

WhoTrades: Mattel Full Year Results; A Mixed Bag Of Good And Bad
Includes: $MAT $AMZN

Related:
Seeking Alpha: Mattel Expanding Margins For Christmas 2016
Includes: $MAT $HAS $JAKK $DISCA $DISCB