First an acquisition and now some advertising…..
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Last nights show
Boom…..
This defies the double dip crowd….rail traffic cannot/does not/will not grow in a doubler dip scenario. The fact it is surging in late July to the highest levels of the year is material. We’ll of course have to watch for follow through but it would seem as though a summer slowdown may have passed and activity is resuming. These results also back what I said in my last post on rail traffic
Here is the pattern all recent recessions have followed, first temporary employment rises as businesses cautiously add cheaper temp workers. As the recovery gains traction, those workers then migrate from temp to permanent. All that means for the best view of the jobs market down the road, we need to look at the temporary worker situation.
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Subs $$: Miscellaneous
Odd and ends
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Subs $$: Investor Call
From today
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Subs $$: Earnings Call
Got the impression management was virtually dancing…..
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Subs $$: An Acquisition
Paid .5X sales…
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Subs $$: From “Sell” to “Hold”
Heeeee’ssssssss baaaaaack
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Subs $$: Miscellaneous
Odd and ends…
We have addressed this in the past but this does a great job explaining it.
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Subs $$: GGP Reports
This holding is really humming along
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$$ Dow and Its Dividend
We do we stand????