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Bio: The go-to people on the 'Net for international stock ideas.

03:46 PM 11/20/09

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The big days keep coming from CGA (Msges, Tweets) and CMFO (Msges, Tweets). Love it, but it also makes me nervous.

09:57 AM 11/19/09

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CMFO (Msges, Tweets) with strong 2010 guidance. Serendipitous timing for those of you who acted on our latest issue: http://tinyurl.com/CMFO2010

11:17 AM 11/18/09

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Thinking about getting together a bid for CBY (Msges, Tweets), since everybody else is. Plus we'd have an unlimited supply of chocolate to dole out!

01:00 PM 11/17/09

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KCRPY (Msges, Tweets) starts presentations with a deflation trend slide. I wonder if we'll see that in the US: KO (Msges, Tweets), COST (Msges, Tweets) pricing spat: http://bit.ly/zP37t

12:45 PM 11/17/09

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AOB (Msges, Tweets) now a low growth, low margin business with questionable management. What did I once like about it again?

10:38 AM 11/11/09

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Michael Mauboussin from LM (Msges, Tweets) in the house. Always an interesting speaker.

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