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Charles A. Smith  

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  • Questions arise on Avon Products offer [View news story]
    Let's see...algos read "TPG" instead of "PTG" and "offer" in a heavily shorted stock...sounds like a great formula!
    May 14, 2015. 12:31 PM | Likes Like |Link to Comment
  • Monsanto Doesn't Need Syngenta [View article]
    Wow. Tell us what you really think!
    May 7, 2015. 04:12 PM | 1 Like Like |Link to Comment
  • Not Your Father's Microsoft [View article]
    Literally millions of small and mid-size businesses run on MSFT products, and when they transition to cloud-based IT, MSFT will be there to make the transition happen and take their money. Of course, this is if Nadella plays his cards right. He seems to be doing OK so far.
    May 6, 2015. 08:13 AM | 1 Like Like |Link to Comment
  • Not Your Father's Microsoft [View article]
    "I have not always been bullish on Microsoft..."

    That's an understatement. But, as Keynes said:

    "When the facts change, I change my mind. What do you do, sir?"

    MSFT always had the (latent) capability to become what Nadella is shaping today. It just couldn't happen under Ballmer. The value was there, it just needed a catalyst.
    May 5, 2015. 11:01 AM | 6 Likes Like |Link to Comment
  • Kinder Morgan: Have You Missed The Boat? [View article]
    Kinder Morgan (KMI) Director sold 1 mln shares at $43.50-43.99 worth ~$43.70 mln
    Apr 24, 2015. 08:57 AM | Likes Like |Link to Comment
  • Kinder Morgan: Looking For Growth Opportunities [View article]
    Looking for growth opportunities?

    Here's one:

    Bloomberg Deals reporting 'BP is seeking buyers for up to $2 bln in U.S. pipeline operations' (42.78 -0.04)
    Apr 21, 2015. 05:07 PM | 1 Like Like |Link to Comment
  • GE downgraded at Moody's; shares now up 4.5% [View news story]
    So ironic. In the fall of 2008, every major financial institution WANTED access to the Fed lending window (Goldman and Morgan Stanley pleaded for weeks before finally getting it). Now the SIFI designation is like leprosy. Only question is when the wheel will turn again.
    Apr 10, 2015. 09:57 AM | 1 Like Like |Link to Comment
  • GE downgraded at Moody's; shares now up 4.5% [View news story]
    Surprised the downgrade wasn't bigger...the implicit Federal backing is now gone. One TBTF bank gone, a half-dozen to go.
    Apr 10, 2015. 07:45 AM | 2 Likes Like |Link to Comment
  • Report: Intel partly replacing Qualcomm as iPhone modem supplier [View news story]
    Amazing how often AAPL swaps out suppliers for parts with order counts in the millions. No allegiances, no "frenemies", just a willingness to grind the entire vendor base to dust in service of the bottom line.
    Mar 11, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Illegal Products Could Spell Big Trouble At Lumber Liquidators [View article]
    Keynes said markets can remain irrational longer than you can remain solvent. Classic case here.
    Mar 4, 2015. 01:36 PM | Likes Like |Link to Comment
  • Sprint Is Slaying The Oligopoly: Verizon And AT&T Should Be Concerned [View article]
    Only one thing matters for S, which you never mentioned: How long will SoftBank be willing to fund losses?
    Mar 3, 2015. 04:27 PM | Likes Like |Link to Comment
  • Verizon in no rush to buy more spectrum [View news story]
    "Incapacity to mount such reveals a lot about Sprints condition - survival or acquisition?"

    Softbank seemingly has a lot more dry powder to invest, no? Why aren't they?
    Feb 17, 2015. 10:58 AM | Likes Like |Link to Comment
  • Headwaters Sending Better Results Downstream [View article]
    Very good summary, as always. I noted this past week that the construction materials sub sector was one of the best performers in the entire market. Martin Marietta Materials and Vulcan Materials were up 23% and 7%, respectively. Maybe some of this will rub off on our little fly ash company!
    Feb 14, 2015. 12:19 PM | 2 Likes Like |Link to Comment
  • Update: Synchrony Earnings Beat, Benefiting From Low Gas Prices And Strong US Economy [View article]

    Is there any chance SYF could bid for the Costco account just lost by Amex? Seems like a huge stretch for them, but who knows.
    Feb 13, 2015. 02:55 PM | Likes Like |Link to Comment
  • Honeywell Appears To Have A Lot To Offer [View article]
    Re potential acquisitions, HON could "tuck in" IIVI for $1.5 billion or so. Some nice fits in performance materials for aerospace and other manufacturing applications. Argument against is that HON might not be able to exploit the full depth of IIVI's manufacturing expertise, but it would further diversify their PMT segment.
    Jan 31, 2015. 10:30 AM | Likes Like |Link to Comment