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Brian Nichols

 
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  • What One Thing Will Be Most Important For Caterpillar's Stock In 2015? [View article]
    I do think that $80 is a good price for a long-term investment. I don't own CAT, but I can't imagine oil prices falling much lower, and if prices stay, then the global economy will grow behind lower gas prices. Either way, CAT probably sits still for six months
    Jan 29, 2015. 12:50 PM | Likes Like |Link to Comment
  • Michael Kors Stock Set For Strong Performance Before, During, And After February 5 [View article]
    Interesting comment. Worth looking into
    Jan 27, 2015. 10:48 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: What Investors Want To See On February 6 [View article]
    ALU is quite dangerous indeed
    Jan 27, 2015. 10:47 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: What Investors Want To See On February 6 [View article]
    After JNPR numbers, I am a bit concerned
    Jan 27, 2015. 10:47 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: What Investors Want To See On February 6 [View article]
    Well, these are the things investors will be watching in the quarter. It's not a summary of the business. Perhaps you should read the first paragraph
    Jan 27, 2015. 10:46 PM | Likes Like |Link to Comment
  • 8 Things To Know About Verizon's Q4 And Full Year Report [View article]
    I do not. I, like many others, will be using Fiber the minute it's available. I currently use Cincinnati Bell and it sucks
    Jan 24, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • 8 Things To Know About Verizon's Q4 And Full Year Report [View article]
    I agree, and that is my biggest complaint. They are spending billions and going nowhere fast. TMUS has subs to gain because they are smaller in the U.S., AT&T is looking to Mexico, but VZ not doing much. Seriously, how much larger can they become?
    Jan 24, 2015. 04:31 PM | 1 Like Like |Link to Comment
  • What Does Google And SpaceX Mean For ViaSat? [View article]
    That's a good question. VSAT is not a "sexy company". They have a history with the government. Meanwhile, Elon Musk has name power.

    I think Google went with the buzz, but I think Google and SpaceX will have a hard time creating speeds that match VSAT. Although, I wouldn't be surprised to see another tech company acquire VSAT, maybe FB, CSCO, or even YHOO.
    Jan 22, 2015. 12:07 PM | 1 Like Like |Link to Comment
  • IBM: 2 Big Reasons For Optimism After Earnings [View article]
    I completely agree Deep Time. We have seen that large buybacks don't keep the stock from falling. Certainly, it minimizes the blow, but until IBM becomes focused on its business and not the stock, IBM will continue to suffer. I think Q4 marked the beginning of a business-first IBM
    Jan 22, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • IBM: 2 Big Reasons For Optimism After Earnings [View article]
    The cloud diminishes the need for on premise IT. However, there will always be a need for IT, and IBM is the leader. Not to mention, it has made strides in the cloud. The biggest question moving forward is whether IBM can achieve organic growth in the cloud. Up until this point, growth has been fueled by acquisitions
    Jan 22, 2015. 12:03 PM | Likes Like |Link to Comment
  • 3 Questions eBay Answered In Its Q4 Earnings Report [View article]
    Marketplace won't grow rapid, but 18% free cash flow growth and its margins more than justify an investment.
    Jan 22, 2015. 12:02 PM | Likes Like |Link to Comment
  • 3 Questions eBay Answered In Its Q4 Earnings Report [View article]
    They were definitely two years to late with the split. It took Apple Pay and Amazon to enter payments before they saw the need for PayPal to seek business outside of eBay
    Jan 22, 2015. 12:01 PM | Likes Like |Link to Comment
  • IBM: 2 Big Reasons For Optimism After Earnings [View article]
    That's only because of the reduction in shares. 18% decline in free cash flow?!
    Jan 21, 2015. 09:51 PM | Likes Like |Link to Comment
  • IBM: 2 Big Reasons For Optimism After Earnings [View article]
    Buybacks are good long-term, but not when the underlying business is in shambles. IBM needs to focus on finding growth and making wise acquisitions, not spending all of its free cash flow on buybacks
    Jan 21, 2015. 09:50 PM | 3 Likes Like |Link to Comment
  • Why Buying Softcard Could Be A Game Changer For Google Wallet [View article]
    A lot of that lies in the fact that Apple owns both the hardware and software. Aside from Nexus, Google needs a lot of participation whenever it launches a new mobile software product. It didn't have the support of AT&T, Verizon, or Sprint. That made it pretty hard for Wallet to succeed.
    Jan 21, 2015. 03:27 PM | 1 Like Like |Link to Comment
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