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Masco’s(Mas)Call is accompanied by”Bated breath”Because itIs astrong play on housing, especially post sandy.Norwegian holiday cruise line holdings(Nclh)Is in a”Hot”Sector;Cramer wants to see where nclh fits into the general picture.Tuesdayavon(Avp):Direct selling Has been under a lot of pressure, given the controversy over herbalife(Hlf).There are also questions about how much influence ex ceo andrea jung Has in management decisions; “Hopefully not much,”Said cramer.Mcgraw hill(Mhp)Is an earnings call to listen to on the progress of government investigations into standard and poor’s mortgage backed bonds.Michael Kors(Kors)Is in the ultra high end category, which is”Smoking. “Buffalo wild wings(Bwld)Might have done well because of the superbowl.Wing prices are down, and gross margins might be up.Tanger factory outlet centers(Skt), Federal Realty(Frt)Are both reporting, and are reits that are”Huge winners. “Wednesdaymine safety appliances(Msa)Might be the target of”Merger mania. “Cramer would look at the fundamentals and wouldn’t recommend buying purely on a takeover basis.Mondelez(Mdlz)Has been a”Rocket ship,”And cramer sold the stock for his charitable trust.He suggests investors take some off the table.Whole foods(Wfm)Has been stalled, but cramer believes in management, store expansion and thinks wfm”Is one of the best long term plays out there. “Thursdaygenerac(Gnrc)Is up 20% since the beginning of the year.There is some concern that sandy drove the stock up, and there might be a selloff ahead of earnings.General motors(Gm)Should talk about china, europe and when the government will sell its stake in the company.Jarden(Jah)Is a”Knockout” that keeps taking aisle space andIs ashareholder friendly company.Pepsico(Pep)Has performed well;Cramer noted there Has been some profit taking.Waste management(Wm)Should discuss when it is going to have the reit structure and might increase its dividend.FridayEnbridge(Enb)Is one of the”Most forward looking companies out there,”With its pipeline buildout, but it doesn’t have the favor of the government.Vfcorp(Vfc)Management may discuss acquisitions.Cramer took some calls:Imax(Imax)Is dependent on its releases, and Has had some obstacles.It might be a good idea to take profits in imax.Hasbro(Has)Reported a not so great quarter, but the stock rose on the announcement of a higher dividend.It might be a takeover target, and cramer would buy.Royal caribbean(Nyse:Rcl), Carnival Corporation(Nyse:Ccl)Cruise lines are a HotSector;This was demonstrated when prom dresses on sale norwegian holiday cruise lines spiked 30% the first day of its ipo in january and has been charging up since.Cramer would take profits, since he isn’t comfortable with the amount of debt the company has.However, cramer would consider other cruise stocks.He urged investors to buy the stocks on weakness after carnival’s corporation’s(Ccl)Tragedy last year with one of its ships. Since then, the stocks in theSector have been moving up.Since the recession, cruise ship building slowed dramatically, and now there is higher supply than demand.In addition, given the expense of the ships, there are huge barriers to entry. The net yield, which is the most important metric in the cruise ship industry, is up for both Carnival andRoyal caribbean(Rcl), which adds 7% earnings per share increase for both companies. With more customers booking online, the ease of finding customers is creating profits forRcl and Carnival.Cramer thinks both stocks are nearly in”The same performance boat,”So which is the better stock to buy?Carnival is best of breed and has 48% market share. It also Has a cleaner balance sheet thanRcl and can pay a dividend of 2.6%.Carnival also hedges fuel costs, which is another advantage.Rcl reported that bookings were up, and both companies are seeing improvement in Europe. Cramer thinks Carnival Has a slight edge overRcl as a stock to buy.Ceo interview:Mark mason, home street(Nasdaq:Hmst)Home street(Hmst)Is agreat way to play both the return of regional banks and housing.Hmst Has been lending for 90 years and Has increased 150% since its IPO.In 2001, 69% of its revenues came from mortgages, but since the recession, it has cheap michael kors bags sale put in place more rigorous lending standards. With a market cap of $400 million,HmstIs aspeculation, and is an “Orphan”Stock covered by only 2 analysts.Hmst recently beat earnings by 24 cents and is returning 39.2% on equity while its peers are returning an average of 10%.Ceo mark mason commented: “We’ve been one of the most efficient, most profitable and best quality originators in the business, and that continues today. “Mason reported that the net interest margin is growing, and has increased by 6 basis points, higher than the industry average; “We expect to grow the net interest margin by an excess of 325 to 340 basis points,”Said mason. Home streetHas become one of the most significant lenders in the home building business, and Mason sees demand for homes rising.The ceo indicated that the company might look for an acquisition to increase its geographical footprint. “Home streetcan keep going higher, “Said cramer.Ceo interview:Kieran gallahue, carefusion(Nyse:Cfn).Other stock mentioned:Cardinal health(Nyse:Cah)

The Ride to Sturgis 2014

September 10th, 2014

Again this year AIRHAWK was able to participate at the Sturgis Rally 2014.

Where you there?

Did you see us?

Did you Save Your Ass on the way home by purchasing an AIRHAWK before you left?

If you rode an AIRHAWK to Sturgis or rode one home, we want to know.  Send us pictures and experiences of  your adventures from Sturgis 2014.

Here are some of our favorite pics from the trip there and on the road.

Made it..

We made it..

What a view..

Amazing ride with an Amazing view!

Dino

Did you notice the Dinosaur.. We see a Great Bike!

Route Planning Your Motorcycle Trip: Tips & Tricks from the Asspad Tycoon

August 29th, 2013

As you know from my previous post, I’m excited about my 50-state tour. Over the years, I have learned a heck of a lot about the best way to plan motorcycle rides—a lot of it through hard-won experience that you don’t need to repeat!

So without further ado, here is the Asspad Tycoon’s 4 Steps for Route Planning, to make sure your motorcycle ride is a great one:

STEP 1. I use Google maps to work out a general route before I get into the detailed mapping.  This is an important phase in determining how much time the actual riding part is going to take.  If you haven’t used Google mapping, I suggest that you familiarize yourself with it by doing this short but very effective training course at mapping.withgoogle.com.

You start by clicking on the “Get Directions” link. Once you’ve done that, simply enter the start and destination and it automatically gives you the quickest route, miles, and the time that it will take to complete the route.  I never want to take the quickest route, because that means “Interstate”, and I hate riding the super slab unless I have to make serious time, or if I’ll be going through a boring stretch.  But this is a good starting point for developing your route – now you know how much time and how many miles it will take if using the interstate.  I go back roads, so I’ll be adding time to this initial assessment.

What I like most about Google Mapping is that it allows me to easily adjust my route by simply “grabbing” a part of the route and dragging it to a road that I’d prefer to use. After your “grab,” it instantly recalculates the route.  In the past I used Delorme and the Garmin mapping programs, but it wasn’t nearly as easy to make adjustments. Google has really gotten it down.  Plus, when you finalize your map on Google, you can save it to your Google account, which will enable you to access this map/route from any device as a backup in case your GPS goes down.  Remember – Mr. Murphy is your copilot!

STEP 2. Go to motorcycleroads.com or some type of road atlas that shows scenic routes and search for best scenic routes (or twisties) along the route that Google mapped out. I then integrate these sub-routes into my Google route.  Again, the Google program makes this very easy. All that you have to do is “grab” a route line and drag it to where you want it to move to.  Each time you make these changes, Google will recalculate time and distance.

STEP 3. Here is where experience comes in handy.  Now that you have the actual route determined, it’s time to break it down into daily routes.  Hopefully you’ve had the chance to do a daylong trip before and have an idea of how many hours in the saddle you can tolerate for a day.  Notice that I say hours instead of miles.  I know that if I have to, I can blast the interstate for 800-1000 miles per day – but this kind of riding is more of an endurance sport than it is a fun ride!  I also know that doing 500 miles on two-lane is a heck of a lot easier in the West than it is in the Northeast due to the fact that everything is a lot more spread out on the west side of the Mississippi.  Maintaining high rates of speed is simple in the West as passing slow vehicles doesn’t slow you down much, and you’re not going through a town every 10 minutes like you can do in the East.

Other areas that can take a lot more time are:

  • National & State Parks
  • Twisty roads that are the only roads around (going through cuts and passes)
  • State roads going through big suburban areas.  (I try to hit freeways looping around these areas).

So think about where you’ll be riding and give consideration to the above factors, along with weather factors when determining how many miles a day you’ll be doing, and don’t forget to add time for eating, gassing, and sight seeing.  Divide the total miles by how many days you can ride and that will give you a good idea of how many miles you should map for each day.

Let’s say that given the circumstances and conditions of your route, you should be able to do 500-mile days the 1st two days and then 250 on the third day to your final destination.  Starting from your beginning point, look at where 500 miles will land you.  Now you need to scout out lodging possibilities in this area – I search a radius of 100 miles from this point.  I normally don’t reserve anything because I ride with Mr. Murphy, so there are no guarantees on making my destination, but I will call a few hotels in the area to check if there are any conventions that have booked everything in the area.  On more than one occasion I have found myself riding late into the cold night, dodging deer and other road obstacles because the town that I planned on crashing in was booked solid.

An important note: Check the state DOT websites for road construction, closures and delays, then reroute accordingly.

A cool site to check weather along your route is Wundermap.  Just click on the icon of the car in the upper right hand part of the screen and it will ask you for the start and end of your trip.  Like Google, it will highlight your route, but will also give you all of the weather conditions along the way – very useful.

STEP 4.  Scan maps and keep them with you (yes, the paper kind).  Redundancy is king. You always need plan A, B, and C because Mr. Murphy (Murphy’s Law) will always be my co-pilot!

My next installment will be on gear and packing! Subscribe and stay tuned!