Forbes on Fox and Cashin In were pre-empted yesterday for breaking news. The segments were replayed today, and this is my summary. The first part of the cost of Freedom suumary is here.
Forbes on Fox's The Informer segment mentioned that new legislation is apparently being proposed that will make it hard for "deadbeats" to walk away from credit card debt. While this sounds like it might be good for credit card issuers, the panelists couldn't agree, and the consensus was that credit card issuers such as KRB, COF C and PVN should be either bought or sold. Michael Thomsett in the Makers and Breakers segment mentioned FITB but the panelists thought it was too expensive; he also mentioned PAYX and the panelists liked it.
Cashin' In started with a discussion about whether CEOs make too much money. Wayne Rogers made some good points about CEOs being paid off by the compensation committee whether the stock is performing or not. Price Headley gave the bottom line--if the stock is performing, nobody cares about the compensation. As usual, no insights were given about how to trade this one. In the Best Buys segment, dealing with former high-flying stocks, Price Headley mentioned MSTR but says he doesn't own it now. Wayne Rogers suggested AKAM. Jonathan Hoenig says SBSA is worth a look, but Rogers mentioned UVN as better in this sector. Adam Lashinsky suggested SNDK. In the mail segment, water transportation stocks were discussed, both Rogers and Hoenig threw out a list of names-VLCCF, CKH, TNP, OSG, MMLP, ATB, that they have been in and out of. In the final segment, John Curran was plugging DVN.Why not?
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