Seeking Alpha
View as an RSS Feed

Deja Vu  

View Deja Vu's Comments BY TICKER:
Latest  |  Highest rated
  • Herbalife distributor agreements now preclude lawsuits [View news story]
    Funny how all the big hedgies who pontificate about the little investor and all that, whenever they are trying to oust company management, You know people like Icahn, Druckenmiller, Loeb, all fall over themselves to profit off of the least smartest people in society, via the enterprise known as Herbalife.

    Reminds me of how Jefferson spoke out against slavery until he found out it was really profitable, when he became an enthusiastic slave owner.
    Nov 15, 2013. 12:21 PM | Likes Like |Link to Comment
  • Stocks push higher as Yellen defends stimulus, Cisco a drag on techs [View news story]
    adding gasoline to a burning bull market...while retail moths are suddenly falling over themselves to fly into the flames...wonder if the US will face bond vigilantes...lets say the Chinese refuse to buy bonds? Or what if they set the yield and hence interest rates by selling their holdings? Does the fed really think all of this wholly in their control?
    Nov 14, 2013. 07:06 PM | Likes Like |Link to Comment
  • Talisman Energy: Troubled Oil And Gas Play Offering Over 50% Upside With Plenty Of Catalysts [View article]
    with a current ratio 0.6, good chance it may become insolvent and be forced to sell at fire sale prices like CHK.

    In fact, it looks a lot like CHK minus a greedy predatory CEO like Aubrey.

    Icahn, I believe has done one round of activism already with TLM. Icahn has had his failures as well as his successes. This has the earmarks of a failure.
    Nov 14, 2013. 06:48 PM | 3 Likes Like |Link to Comment
  • Refiners continue to rise as Brent-WTI spread widens [View news story]
    Excellent comment. You just got a new follower.
    Nov 14, 2013. 03:52 PM | 2 Likes Like |Link to Comment
  • Apple higher following reports of strong iPhone sales, improving supplies [View news story]
    In the meantime, outside the US, Apple continues to eat dust...Android shipments top 80% of units shipped for the first time and Apple global sales market share is poised to fall into single digits...

    Perhaps it has escaped the Apple permabulls that US is saturated and almost all growth of market share is overseas and Apple is being outsold almost 10-1.

    Perhaps its escaped the Apple permabulls that all of the comments from analysts above referred only to the US market. Or that supply is readily available is perhaps a leading indicator of lesser than anticipated demand...
    Nov 14, 2013. 03:23 PM | 2 Likes Like |Link to Comment
  • Yellen: QE cannot go on forever [View news story]
    Just until I can complete my term and secure speaking fees, lecture fees and a comfortable well paid sinecure at some ivy league or world bank or think tank. All paid for by ibanks whom I'm enriching by printing money while your savings diminish in value.
    Nov 14, 2013. 12:18 PM | Likes Like |Link to Comment
  • Cisco offers poor guidance, shares tumble [View news story]
    circling the drain...


    Will circle the drain in 2-3 years

    Nov 13, 2013. 07:51 PM | Likes Like |Link to Comment
  • Herbalife boosted by loose LBO talk [View news story]
    Long the maker of Tums...expect strong demand in NY and Connecticut in the near future..
    Nov 13, 2013. 03:20 PM | 2 Likes Like |Link to Comment
  • Facebook reportedly offered $3B or more for Snapchat, was turned down [View news story]
    GRPN turning down $6B from google...
    Nov 13, 2013. 03:18 PM | Likes Like |Link to Comment
  • iGo to delist from Nasdaq, to trade on Pink Sheets [View news story]
    wonder why when mapping seems to be the value driver for NOK, and even Goog. Apple seems dead in the water with its maps.

    I suppose iGo gets its mapping data from someone probably why it is not valuable.

    I like their maps, very nice product.
    Nov 13, 2013. 09:32 AM | 1 Like Like |Link to Comment
  • Updated Outlook For Crude Oil [View article]
    To put this rather simply, it seems to me, from your article

    - US spot crude prices are falling (though there is a floor around $80)
    - Crude is a input to refiners
    - Refiners are running at full capacity
    - Refiners are finding new markets for refined products via exports and these are increasing at a parabolic rate

    Therefore there is a strong case for being long refiners like VLO? Am I reading your article correctly?
    Nov 13, 2013. 07:29 AM | Likes Like |Link to Comment
  • Microsoft axes criticized employee ranking system [View news story]
    Since Mayer doesn't have a single original thought in her head, she now stands there looking foolish.

    Ali Baba is giving this woman her totally undeserved 15 minutes of fame.
    Nov 12, 2013. 04:16 PM | 2 Likes Like |Link to Comment
  • Kocherlakota: To taper now makes no sense [View news story]
    Why stop when a bunch of obscure academics and theoreticians who have never run a business or met a payroll, can feel important, omniscient and omnipotent?

    These educated fools on the Fed board of governors are drunk with the importance bestowed on them by the media and Wall Street. Rather than relinquish the limelight and slink back into their ivory towers, they will inflate the stock market, devalue the dollar and take directions from Wall Street.

    The limelight massaging their petty egos and the hope of a profitable payoff in the form of "lecture fees". Timmy did a good job, recently collecting two $300k + fees for delivering the same lecture one hour apart on the same day at two investment banks that benefited from his largesse giving them advance information of Treasury decisions.

    Small men in big positions, making huge decisions to satisfy their egos and sitting on the floor wagging thier tails hopefully for the crumbs from the bankers tables.

    P.S. there were quite a few of the politically connected tinpot messiahs at Chicago during my MBA including Krozner, Goolsbee, Rajan and a host of others
    Nov 12, 2013. 02:24 PM | 3 Likes Like |Link to Comment
  • Is Procter & Gamble's Target Price Justified? [View article]
    Might be QE infinity and falling dollar will pad the profits in overseas sales.
    Nov 12, 2013. 12:48 PM | 1 Like Like |Link to Comment
  • Apple roundup: GlobalFoundries fab, iTV, iPhone inventories, Japan [View news story]
    Hmmm...dinky little 4" screen....sales are flat....size does matter, Apple....
    Nov 12, 2013. 09:29 AM | Likes Like |Link to Comment