The Money Runner
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.
Mid-Term Election Market Reaction – Fox Business
http://youtu.be/zAcz2nS8m_s David discusses the post mid-term market reaction with Fox Business host Stuart Varney
The Glass is Half ?
By David Nelson, CFA Alpha Select – October 2014 Update *Alpha Select – September +0.18% YTD +11.17% **S&P 500 – September +2.32% YTD +10.71% * Net of Fees ** Includes Dividends October tends to be a nervous period for investors. Anyone who’s been in the business long enough still remembers Black Monday in 1987 when […]
