At the risk of incurring further slings and arrows from the moral high ground crowd, I’m going to make a few more stock recommendations:
Short TIF, COH and SBUX
Buy: AFL
AFL is down 6% from where it was on Thursday. 80% of their business is Japan healthcare policies..NO property-casualty or life insurance. Only 5% of policies were in the badly effected prefectures. Sadly to say, since the quake did not occur on land, there were not a lot of injuries…people were either killed by the tsunami or they are unhurt.
After the Kobe quake in 1995, consumption fell dramatically….because that’s the way the Japanese behave. It’s not proper to be consuming when something this terrible has happened to others in the country. hence the TIF and COH shorts. they both derive about 20% of their businesses from japan.
yeah bxgrl – seems kinda hard to believe they can get away with it – but they do. i refuse to give a dime to the red cross, and it caused a little bit of a problem at my last job. haha
donatella – L&B was pretty damn good. my favorite type of pizza (when i want a REAL pizza, not some hipster shit) is sicilian and it definitely beats any sicilian i’ve had in NYC (which tend to be too doughy and cheesy)
I read that airlines are losing money on their checked baggage fees. So now everyone takes everything on board and they have to have increased screening for all those bags.
Sometimes they refrigerate those planes too. I usually bring something like a sweater or big scarf on the plane for that. Nothing worse than shivering the whole way cross country.
dona, what time did you arrive???
Yeah, Dave – Dona was sportin’ a rather gorgeous orange coat on Friday night. Not sure if you saw her.
At the risk of incurring further slings and arrows from the moral high ground crowd, I’m going to make a few more stock recommendations:
Short TIF, COH and SBUX
Buy: AFL
AFL is down 6% from where it was on Thursday. 80% of their business is Japan healthcare policies..NO property-casualty or life insurance. Only 5% of policies were in the badly effected prefectures. Sadly to say, since the quake did not occur on land, there were not a lot of injuries…people were either killed by the tsunami or they are unhurt.
After the Kobe quake in 1995, consumption fell dramatically….because that’s the way the Japanese behave. It’s not proper to be consuming when something this terrible has happened to others in the country. hence the TIF and COH shorts. they both derive about 20% of their businesses from japan.
By daveinbedstuy on March 14, 2011 12:35 PM
And you’re rather cold to begin with dona. 🙂
au contraire mon frere, I’m smokin’ 🙂
“Speaking of wingmen, last night I watched that gay porn movie “Top Gun”
I’ll do you one better dibs. I finally had to watch ‘Brokeback Mountain’.
Horrible.
yeah bxgrl – seems kinda hard to believe they can get away with it – but they do. i refuse to give a dime to the red cross, and it caused a little bit of a problem at my last job. haha
donatella – L&B was pretty damn good. my favorite type of pizza (when i want a REAL pizza, not some hipster shit) is sicilian and it definitely beats any sicilian i’ve had in NYC (which tend to be too doughy and cheesy)
And you’re rather cold to begin with dona. 🙂
I read that airlines are losing money on their checked baggage fees. So now everyone takes everything on board and they have to have increased screening for all those bags.
Sometimes they refrigerate those planes too. I usually bring something like a sweater or big scarf on the plane for that. Nothing worse than shivering the whole way cross country.