iThinkBig

http://www.ragingdebate.com
Total Rating:
+29 / -14

863 Comments

    • Tue Nov 18th 12:39 PM | Rating: 0 0
      Commented on:
      Guess Which Retail Items Are Selling Best and Worst?
      Even more valuable would be a survey on future purchase intent by retail category. I do like Neisen and have worked with them in the past.


      On Nov 18 10:18 AM nickgogerty wrote:

      > IRI and Nielsen research provide item level data from bar code tracking.
      > It is pricey, but compelling.
      View article »
    • Tue Nov 18th 12:18 PM | Rating: 0 0
      Commented on:
      A No-Confidence Vote Among Financial Stocks
      No confidence in management. Not enough house cleaning and transparency.
      View article »
    • Tue Nov 18th 12:14 PM | Rating: 0 0
      Commented on:
      Memo to Warren: AmEx Preferred at 15%, Warrants at $12
      That comment was directed to APPRO.


      On Nov 18 12:07 PM iThinkBig wrote:

      > You are the type of person that has me investing in building a very
      > tall, secure fence around my property along with ammunition for me
      > and my two sons. The ignorant mob will want it's vengeance and is
      > too stupid to know whom to eradicate.
      >
      > A value proposition for AMEX to the market could be lending to small
      > businesses and innovators as loans guaranteed by the U.S. government,
      > not much different then the SBA but with a very talented captain
      > guiding the ship.
      View article »
    • Tue Nov 18th 12:12 PM | Rating: 0 0
      Commented on:
      Memo to Warren: AmEx Preferred at 15%, Warrants at $12
      I can't speak for SA but I am in the digital media space. Many companies use Google tracking for redundancy. For SA: Check out the product Open X. It is a tad sophisticated to learn because it does everything soup to nuts when most sites only need simplicity, but the product is wonderful and stable. Of course, being freeware is also nice.


      On Nov 17 07:15 PM curbs-in wrote:

      > First of all, Does anybody know why Seeking Alpha now requires two
      > Google Corporation scripts to be run in your browser in order to
      > post on Seeking Alpha?
      >
      > Both of the scripts being run by the Google Corporation on Seeking
      > Alpha have been flags as unsafe by my computer security software.
      >
      >
      > There is another script that is also being run by Seeking Alpha from
      > nuconomy.com that is flagged by security protection software as a
      > privacy concern. Now I have to use a computer at an Internet cafe
      > to post on their computers. Crazy!
      >
      > Is Seeking Alpha now violating privacy of posters, or reporting back
      > to Paulson, Pelosi and Frank who is posting what against them? LOL!
      >
      >
      > Anyhow...
      >
      >
      > MESSAGE TO WARREN:
      >
      > No cuts in the soup line!
      >
      > Don't lie on your Food Stamp application!
      View article »
    • Tue Nov 18th 12:07 PM | Rating: 0 0
      Commented on:
      Memo to Warren: AmEx Preferred at 15%, Warrants at $12
      You are the type of person that has me investing in building a very tall, secure fence around my property along with ammunition for me and my two sons. The ignorant mob will want it's vengeance and is too stupid to know whom to eradicate.

      A value proposition for AMEX to the market could be lending to small businesses and innovators as loans guaranteed by the U.S. government, not much different then the SBA but with a very talented captain guiding the ship.


      On Nov 16 05:12 PM James Cullen wrote:

      > Utterly vacuous.
      View article »
    • Mon Nov 17th 17:51 PM | Rating: +1 0
      Commented on:
      GM Bailout Would Be Agony for Taxpayers
      Well, I am not in the manufacturing world either. But I am in consumer research as part of my businesses while I also conduct it daily to improve my own businesses. The Japanese outspend Detroit in this regard, period. Research is NOT marketing. Research is understanding the competitive global environment and making necessary changes. Research is understanding that in the boom years, Americans wanted service, not nickel and diming on parts and labor wasting an individuals time. Please do not counter with an argument that GM and the other U.S. auto makers could not afford this level of research and please do not counter GM could not make rapid adjustments. Such arguments point out the obvious - because if you make these counter arguments you demonstrate a failed business model that requires drastic downsizing and restructuring.

      My point of view is simply this at the beginning of the crisis: NO BAILOUTS FOR ANYBODY. That would have exposed the failures in leadership in Washington straight and to the point along with failed management at corporate beurocracies. That said, moral hazard is raging all about as government picks it's winners and losers but the real outrage by the public is the coddling of management and investor dividends/bonuses. When I see government cleaning house in management as a string for forcing the U.S. taxpayer to provide loans or direct investment into any organization then I will be very comfortable making investments into the financial sector or U.S. automotive sector. Until then, plenty of good buys elsewhere.


      On Nov 16 01:18 PM ex GM emp wrote:

      > With all due respect, Mr. Taylor, your credentials leave you far
      > away from the manufacturing world. I doubt you ever set foot in any
      > facility that produces real goods, except maybe a candy shop. Dear
      > Sir, try another line of work other than spouting your neo-con, greedy,
      > heartless, self important, vacuuous tripe printed herein. IMHO, you
      > are another one who mistakes his income for his value to society.
      View article »
    • Mon Nov 17th 17:13 PM | Rating: 0 0
      Commented on:
      Macro Roundup: G20 Meeting, Retail Deterioration, Japanese Negative Growth
      It's a giant mission statement from failed leadership passing the baton. Strategy is one thing, tactics and implementation another.
      View article »
    • Mon Nov 17th 17:08 PM | Rating: +1 0
      Commented on:
      The Fed: Now the World's Largest Private Bank
      Scary how there is no other comments here on this post. It's the stuff of revolutions but so few realize the true implications or how to effectively combat this.
      View article »
    • Mon Nov 17th 17:05 PM | Rating: 0 0
      Commented on:
      Tech May Be a Wreck, But This Isn't 2001
      You got it Brewer, it's called a Tipping Point. Apple relies on outside developers for a large portion of it's digital content such as games and apps. They have shrewdly harnassed a global online collective at minimal cost. On another article here someone else pointed out that MSTF may face competition from Google on OS. Also, outsider developer strategy or what some refer as open source strategy. The trend is established and has proven successful thus far, no doubt about it. Come to think of it, IBM does a lot of this as well.
      View article »
    • Mon Nov 17th 16:57 PM | Rating: 0 -1
      Commented on:
      Credit Default Swaps: Latest Data
      Because Johnny K, those profiting or shielding themselves from loss are those that run our government and have positions into these companies. You could say they are heavily biased. It's not right but pain will force true change in leadership. Up until very recently, the pain has been all J6Packs. Again, not right just stating reality. J6Pack are the pillars that support the platform of government and Wall St. The pillars have collapsed so those on the capsizing platform are now "concerned".
      View article »
    • Mon Nov 17th 16:46 PM | Rating: +1 0
      Commented on:
      Some Tech Sector Optimism
      I think your picks are sound, all of these businesses have a high barrier to entry. MSFT could have more exposure to overseas markets and face further anti-trust but the potential reward seems to outweigh that risk at this price. These picks are also good because Washington will have little influence on these sectors. Which of these companies do you maintain a position in?

      Now that we have all done our bit of philosiphying on human nature and markets, it's high time we in the investment community get back to this kind of disclosure at SA.
      View article »
    • Mon Nov 17th 16:30 PM | Rating: 0 -1
      Commented on:
      John Hussman: The Market Is Not in Uncharted Territory
      The real problem is that it's only day traders left in the market. Big government collusions with NYC/Wall St. creates an encapsulation effect. If our economic system is dying it's common sense to ask the chicken and the egg question (does the consumer create a stock market or does the stock market create the consumer). When one answers that question honestly one comes to an easy conclusion of what must be done to restore our economy.
      View article »
    • Mon Nov 17th 16:05 PM | Rating: 0 0
      Commented on:
      Technicians vs. 'Deleveragers': Who Will Win This Market?
      Hi Marvin MBA, write me sometime at my website or founders@ragingdebate .com


      On Nov 17 12:54 PM User 118015 wrote:

      > The basic fundamentals are too negative for the man in the street
      > to come back into this market. Unless fundamental conditions improve
      > the so called expert and day trader will be playing ping pong with
      > each other every day in the market. It takes the public to come back
      > in and provide the backbone and it seems from my vantage point it
      > ain't going to happen anytime soon..MarvinMBA
      View article »
    • Mon Nov 17th 16:02 PM | Rating: 0 0
      Commented on:
      The Perfect Storm: Heading Toward Global Recession
      Your idea AARC is similar to my own except the idea I have is more specific and involved the Small Business Administration that guarantees half the loan from a regional bank willing to provide a loan to a small business. The advantage of the SBA is that it has offices in almost every town across America and a tremendous amount of intellectual capital directly and with retired, successful volunteers to boot. Here is the problem:

      Those with these kinds of common sense ideas are not 'known' in our chronie capitalist society we are living in. Hence, such idea will only be listened to when the system has already collapsed. Sometimes, you just can't avoid our frail human nature without pain being a wake-up catalyst. Nor was this idea new here on SA, it was sent to President Bush in 2007 and confirmed as read. I fear the Obama Admin will also be prone to corporate chroniesm with Clinton appointees, whom inherited the Internet boom, a Real Estate boom and avoided the face of terrorism which requires expenditure of blood and treasure. The best this crop of government can do at this point is likely to not louse it up further. I do hope I am dead wrong.
      View article »
    • Mon Nov 17th 15:40 PM | Rating: 0 0
      Commented on:
      Dear Mr. President-Elect: Advice on Combating White-Collar Crime from a Convicted Felon
      Very true. America will likely reinvent itself to be decent republic but how much pain in the transition to and from shall unfold. That's the pertinent question for the investment community. I am short the current U.S. government and long America. How's that for disclosing a position?


      On Nov 17 03:14 PM john s. gordon wrote:

      > thinkbig - remember that the french revolution is still a work in
      > progress. how many constitutions/republic... have they had? and mr.
      > napoleon (the foreigner from corsica). and a second empire along
      > the way.
      View article »
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