The Money Runner
Big Blues for IBM
https://www.youtube.com/watch?v=9_0NuRSEw5M&feature=youtu.be David calls out IBM executives for using stock buybacks to hide the fact that they aren’t growing. Revenue and cash continue to decline while debt climbs.
Right Deal Wrong Price – HAL for BHI Follow-up
http://youtu.be/_1zy17jfS2Y Why I sold my Halliburton (HAL) shares.
Buyback / Payback – BNN Interview
http://youtu.be/O3GvfEjV18w If CEO’s continue to pick the low hanging fruit it will be at the expense of R&D and the buildout of factories, service centers and jobs.
My Reaction to Former US Rep. David Stockman
http://youtu.be/zo4rIqUyyx8 David has been pushing the bubble thesis for some time. This type of rhetoric has kept investors out of the market for the last 5 years.
J.C. Penney – On Death Watch?
http://youtu.be/gaDSu2DYPyU The company is well behind on their own recovery plan and struggling to stay relevant in the most competitive industry on the planet.
GE – Time for a Change – Full Interview
http://youtu.be/l9ek3ivHC-g David mixes it up with GE Bull Brian Langenberg. Is it time for Jeff Immelt to go?
GE Rant – Is It Time for Jeff Immelt to Go?
http://youtu.be/KhRik9Ce6jo Soundbites from David Nelson’s Rant on GE. David says Jeff has been there almost a decade and a half. More than enough time to get the job done.
