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Kimberly Clark, an Opportunity?

Kimberly Clark, an Opportunity?

If you believe at some point oil prices will follow the fate of the global economy and decline, Kimberly Clark (KMB) is one of the better ways to play it.
Yes, I know you can buy airlines (Delta (DAL), AMR Corp. (AMR), Continental (CAL), etc.) but an airline may still go belly up as economy cools [...]

July 15 2008 | Posted in Stock Analysis | Read More »

Fly, Don’t Buy Airlines or Why Big Banks Make Dumb Loans

Fly, Don’t Buy Airlines or Why Big Banks Make Dumb Loans

If I’ve learned anything over the years, it’s that people don’t learn. Recently, I talked to my cousin who is an executive with a Russian airline company. In our discussion he mentioned that his company just received semi-unsecured loans (all planes are leased so they are not used as a collateral) from western banks at 10% [...]

June 22 2007 | Posted in Russia, The Process, The Process All | Read More »