Ideas corner- 30 November 2012

ARCB's 4.8% sales decline & 31.7% EPS drop signal risk. A's slow growth & falling FCF margin warrant caution. AR trades at 9.5x P/E.

3.1M eye drops recalled for sterility risks. Check your stash; potential health impact for consumers.

AI data centers gobble nat gas, driving turbine prices up 195%. Tech bets on AI's power needs, risking finite resource scarcity.

RKT, TFC, RBCAA face headwinds: sales down 16.5%, NII tanking 11.4%, EPS flat. Valuations at 1.7x, 0.9x, 1.2x P/B.

Social Security faces a $200T shortfall. Proposed fixes may hit workers, not the rich. Who pays?

Homebuyers face 3-20% down payments & 2-5% closing costs. Experts urge $5k-$10k savings post-purchase.

AGYS, MSA, MEI show high implied returns but face slow growth & high valuations. Look elsewhere!