DooDiligence

So can I put you both down for "I'd have a drink with you but stay away from my wallet?"

Oh, and another part of the insecurity is probably me seeking confirmation (but it was really about getting some clicks.)

Thanks, the silence was deafening. It's a little bit about insecurity (that part's more the hook 4 responses) & it's a lot about hearing from a bunch of people I've come to respect for sharp analysis & insights.

;)

So I'm trying to figure out why nobody here seems interested in pharma supply chain (including payers) Is it me? Are my thoughts regarding the industry & players valueless? Maybe I just don't deserve the time you'd all have to spend commenting? Anywho... (stay needy my friend)

http://www.fairfaxcounty.gov/library/dbsremote/ and when you click on the Morningstar link it takes you to http://library.morningstar.com/Membership/Authenticate.html?stat=2&Name=Fairfax or https://ezproxy.kcls.org/login?url=http://library.morningstar.com --- not sure if that's what you're looking for...

Not sure how old you are but the target market for Bucke is 12-24 with a few 30-40 year olds that want to look like they are hip. in the past, they have done things that was different then standard retail. Sometimes it was for the better and sometimes they swung and missed. To my knowledge, they are always asking customers in the store what they like and don't like to adjust their mix correctly for that particular store. Their target mkt is the nightclub set. They provide a great selection of unique jeans & accessories with a faux tailored experience. Hard to fit in to todays landscape...

Optically, BKE appears to be a deal but I think management is floundering in the new world. They used to stress the fact that they don't discount & now u walk into a store & get hit with CLEARANCE racks. They give lip service to ecom but the results are dismal.

for that matter PVH (I think Calvin Kiein has better brand recognition.) You don't see their smaller fragrance bottles in TJ Max or Ross any more (I think they've taken back control somewhat...) I used to carry a half dozen bottles of Obsession & CC clearance shirts to Brasil & they'd sell immediately. "Calvin Klein é muito chique" Great cash flow (wouldn't buy though) I've made my choice, CRI...

I'll start... http://uglymule.com/Feira-Hippie.jpg Stories add extra points to submissions.

PBM's

Did you go out & hold up his end of the revs?

It's important to be selling what's appropriate to u. Do u like ideas or r u a things person? Tangibles or Intangibles Ability to transfer enthusiasm is key. Knowledge can breed passion. Then comes motivation. Organization. Gotta sell what you like with integrity (any missing traits will develop naturally...)

This reminds me of the embarrassing situation where I was put on the select team in Soccer even though I sucked because they confused me with a much better player who has the same first name. I think you are confusing with the far more intelligent poster Roark33. I have one comment on Ocwen and it reads: intelligent, honest, self-effacing, disciplined & courageous (Sanjeev should prob add you to the list) come to think of it, most everyone here (even the irrational politicobullS) have enough integrity to make the cut. stay the horse ;) oh, and https://www.sporcle.com/games/salifou/samenamegame

Yay (and my ESRX cost basis is lower) I just hope this doesn't wind up being a quick in/out like he did with Alcoa (probably found management to be unpalatable & decided it was a mistake...)

Very cool!

Yes, it created wealth *at the top end* but it also meant a big chunk of the population were disincentivised and unproductive. If it was such a good system for creating wealth, there's a decent chance the south would have been wealthy enough to beat the north. In fact, the north's economy dramatically outperformed the south's and was a major factor in winning the war. Similarly if slavery was an effective economic system great wealth would have been created in feudal Europe; in fact, wealth creation exploded as we moved away from the feudal system. Slavery is a great system for moving wealth from the poor to the rich; it is not a great system for creating wealth, not compared to free trade. Ha! Fair. Although everything is relative: what I meant was that America didn't start with a feudal system and have to waste centuries persuading the lords to give up their serfs. +1 The problem with slavery is that so much human capital get's underutilized. Since sales have no prospects, their productivity is low and you lose the human capital of smart and ingenious people's with a lot of skill just working the cotton fields. The main reason the south lost was because the North had the numbers and the industrial capacity that the south could never build, partly because of slavery Thank the Buddha they didn't put all those field workers into munitions manufacturing or we might all be whistling dixie right now... Anyone ever read Farnham's Freehold - Heinlein? https://en.wikipedia.org/wiki/Farnham's_Freehold

:-[ Haven't used Facebook in years. >:( Ditto Microsoft. 8) Apple FanBoy ??? I'm all thumbs without Google (with DDG as a fallback.) ;) Amazon has spare thumbs https://www.amazon.com/Vernet-Thumb-Tip-Standard-Size/dp/B00168IS4K/ref=sr_1_7?ie=UTF8&qid=1494689966&sr=8-7&keywords=thumbs

+1. I don't think it is necessarily politics per se that is the problem, it is when people get rude and mean. It should be possible to discuss any topic civilly. What distinguishes politics is that it tends to bring out emotional responses, but that doesn't mean that a bunch of intelligent adults can't keep their emotions in check to have a reasonable discussion. I don't blame Sanjeev for locking many of the topics he has locked. The board is working fairly well IMHO. Things can be discussed with minimal to no moderation, but Sanjeev steps in and locks topics only when people start getting out of hand. I'd vote for no changes, except maybe people could make a conscious effort to be more civil when they post. Re-read what you write before hitting post and make sure there are no ad hominem attacks and that you are focusing completely on ideas rather than attacking the other members personally. ++

Absolutely! Many users will present brilliant financial analyses & insights (myself not included) & then get all irrational & start screeching in the middle of a philosophical or political discussion. I tend to like the philosophical discussions & try my best to ignore the politics (the last election was like WWE & elicited a lot of fan engagement.)

Wouldn't this indicate that the health of the citizenry is tied to productivity? (provided the spend is effective...) Well you would have to do an actual analysis on the correlation/causation here but I'm sure there are pro's and cons to this. Do note that in order to pay for that healthcare, most countries have a higher tax rate. ;) Agreed and Americans don't see what they get for what they pay, they only know how to complain about where they don't want funds to be spent.

Wouldn't this indicate that the health of the citizenry is tied to productivity? (provided the spend is effective...)

Yeah, somebody should probably notify social services. Or at least inform the police if he starts buying assault rifles. Really? Jeez...

Me or Scott? Please let it be me!!!

Crap, there goes my Monopoly plans...