Archive for November 6th, 2012

“America…Let’s Not Wreck It” by Charles Payne

Tuesday, November 6th, 2012

It seems like forever that we’ve been waiting for today’s presidential election. So, here we are in the midst of a moment that could put another nail in free markets, state’s rights, religious belief, and America’s greatness.

The profound notion that somehow successful people are the problem and less successful people should be rewarded is more than stupid. It’s insulting. We all know the real deal. We all know a lot of people that aren’t successful because they haven’t made the effort, the sacrifices, or took the gamble.

I’m not trying to be disrespectful. On the contrary, I love that we can choose our paths, but I hate that those who take the one less traveled and find gold at the end of the trail should have to go on the run from a posse of couch-sitters and their government attack dogs. There is legitimate frustration about how difficult it is to climb the ladder of success these days. Incomes are actually lower now than four years ago. It’s easy to lose faith in the American dream unless you understand America’s history and the history of the world. For those willing to punish their successful neighbors out of envy, it would be wise to know it erodes their own foundation even more.

If you live vicariously through the biggest robber baron in history, the United States federal government, you’re making a giant mistake.

Robin Hood is a great hero in a monarchy-setting, but in this world, stealing from those households earning $250,000 a year is just theft.

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Obama Investment

Romney Investment

Mining

This is perhaps most obvious of all areas.

Gold

Gold ETF (GLD)

Huge debt coupled with Fed money – printing means monster inflation

Coal

Arch Coal (ACI)

Calling off the EPA would be huge for industry and American jobs

Medical

managed care companies should fare well

Hospitals

HCA Corp (HCA)

Administration brags about all the new clients for insurance companies but hospitals too

Medical Devices

Initiative Surgical (ISRG)

Taxing medical device makers is a giant mistake…means lots of lives will be lost

 

US Dollar

Chairman of Fed under Romney stop printing

Technology

Apple (AAPL)

The weak dollar means big overseas profits for companies with large footprints and growing presence

Travel

Carnival Cruise (CCL)

Stronger dollar means travel plans long put off can be realized

 

Economic Philosophy

People wanting to prosper or wanting to exist

Renter Nation

Rent-a Center (RCII)

The Dropout nation continues that means fewer saving, less commitment living day to day.

Ownership

Kelly Services (KELYA)

More people enter jobs market seeking opportunities to earn and get back to owning.

Energy

There is no doubt fossil fuel in tug of war

Solar

First Solar (FSLR)

There is no doubt a second term would be used to funnel gobs of taxpayer money into solar

Solar

Yingli Green (YGE)

Trade war with China over solar is dumb – real damage from intellectual property theft and currency

Defense

Can we ignore a dangerous world and second amendment

 

Self

Strum Ruger (RGR)

The stock has struggled in face of amazingly great news but second term sends gun demand to record.

National

Boeing (BA)

Company owns McDonnell-Douglas which in turn makes those planes that land on aircraft carriers that Mitt had no idea about

American

Business

Heavy unionized companies

General Motors (GM)

Automakers already have perfect circumstance, 11 year old cars and lots of easy money – but fleet sales help.

US-centric businesses

United Rental (URI)

Company has perfect business model for cautiously optimistic businesses looking to rent/lease equipment.

 

Original Link.

Election Day – Vote For God

Tuesday, November 6th, 2012

Election day is on us. Vote the way God would want you to vote.