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Deja Vu  

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  • SandRidge Energy Preferred Convertible: A 21% Yield Paid In Shares Of SD Common [View article]
    since this trades in lockstep with oil with the possibility of going to zero, why not simply trade oil futures instead?
    Apr 15, 2015. 09:55 PM | Likes Like |Link to Comment
  • Netflix: Street Applauds Disastrous Financial Results [View article]
    Standing in the middle of Times Square selling dollar bills for 90 cents and touting the number of customers you have...that is Netflix...
    Apr 15, 2015. 09:04 PM | 11 Likes Like |Link to Comment
  • J.C. Penney updates on comp sales after info leak [View news story]
    "...discloses that a senior executive gave non-public information to an investment firm on sales results."

    Somebody was facilitating some insider trading...expect a small civil fine and no admission of wrong doing and the concerned SEC official to be hired by the concerned investment fund in two years time at a high comoensation as a "compliance consultant".
    Apr 14, 2015. 09:32 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Nokia Confirms Advanced Merger Talks With Alcatel-Lucent [View article]
    Watson does not have a license to practice medicine. Neither will IBM incur the liability of suggesting the departure from standard treatment protocols for any individual patient.

    Watson exists for one purpose and one purpose only, to pretend to have some kind of godly knowledge and be an unappealable source of denying claims. That is why insurance companies are in love with Watson and have paid off a few unprincipled doctors in some premier health organisations to shill for it.
    Apr 14, 2015. 09:25 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Nokia Confirms Advanced Merger Talks With Alcatel-Lucent [View article]
    IBM wants " to provide data analytics to the healthcare sector"

    Translation IBM will conspire with insurers to create an ever changing labyrinth of rules, made up on the spot, for each patient, to deny reimbursement for claims.

    Insurers will refuse explanation and the so caled "independent medical expert" will refuse to discuss the reasons with your doctor claiming "Watson said so".

    Watson is a gigantic white elephant trying to learn its living by shakedowns.
    Apr 14, 2015. 08:10 AM | 14 Likes Like |Link to Comment
  • Wall Street Breakfast: LaFarge, Holcim Name Olsen As CEO [View article]
    I must rethink any future plans to visit Universal Orlando theme park with the family in view of new upcoming attractions...
    Apr 9, 2015. 08:30 AM | Likes Like |Link to Comment
  • I Am Now A Xiaomi Fan [View article]
    One simply has to look at the flatpanel TV's in the market to realize the total lack of design in most electronics. i see row after row of black bezeled panels. How about one with a brushed aluminium or steel finish or white? If Apple ever produces a flat screen TV in say, white, then everyone will rush one to the market.

    How many times does Apple have to prove that its not about specs alone (indeed for Apple its not about specs at all) but exterior design matters as well? Why can't Samsung & panasonic & etc etc etc pick up this simple concept?
    Apr 8, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • Cantor's March Apple checks strong; over 1K Watch apps submitted [View news story]
    Apple will not stop any employee from reselling the watch...that is one way to discount a product without coming out and saying so....
    Apr 7, 2015. 12:22 PM | 4 Likes Like |Link to Comment
  • Cantor's March Apple checks strong; over 1K Watch apps submitted [View news story]
    Flunky rushes in and knocks his forehead on the floor respectfully to Tim Cook

    Flunky to Timmy "Sire, there be no lines for the Apple Watch"

    Timmy "What!? No lines!!???....Announce to the peasants that the King has ordered there be no lines for the Apple watch. Announce only those who seek an audience for an Apple watch in advance will get one"

    Flunky "But sire, what shall we do about all those unsold Apple watches"

    Timmy "Order every man, woman and child in my employ to buy one at half price. Let me see who does not wear the Apple watch" (doing his best imitation of the Seinfeld episode "Who...who does not want to wear the ribbon?")
    Apr 7, 2015. 11:42 AM | 5 Likes Like |Link to Comment
  • Facebook Becomes What Google Was In The 2000s And Microsoft Was In The 1990s [View article]
    One way of saying it is "Facebook is like a startup, trying new things, failing and pivoting nimbly"

    Another way is to say it is to say that they are like Yahoo, making expensive acquisitions, desperately throwing everything including the kitchen sink on the wall and seeing what sticks. That they don't really have a proven revenue stream that can support such a huge valuation.

    Its worth noting that up until now FB has spent more money on acquisitions that it has ever made (including on its own non GAAP accounting). Didn't Yahoo do that in the 1990's?
    Apr 7, 2015. 10:09 AM | 5 Likes Like |Link to Comment
  • Report: Federal law enforcement agencies are questioning top Herbalife members [View news story]
    looks like the feds have decided to settle the fight by cracking both parties' heads together...
    Apr 6, 2015. 07:37 AM | 3 Likes Like |Link to Comment
  • Google is looking to solve expensive roaming charges [View news story]
    I'm reminded of a ADHD goat roaming the pasture...taking a bite here and a bite there....doing absolutely nothing useful in a sustained manner...
    Apr 5, 2015. 10:09 PM | Likes Like |Link to Comment
  • WSJ: Disney gets into fantasy sports with $250M DraftKings investment [View news story]
    waiting to hear the NFL is being fixed by will happen...european soccer is already massively fixed, so is cricket...probably the NBA refs are on the take(given the calls I see at the end of games) sports is almost like the old time numbers racket of the mafia...I suppose the legit companies will pay some middlemen "consulting" or "liaison companies" who will then pay the sports players and the sports officials...punters will of course be cheated...
    Apr 3, 2015. 09:56 PM | 3 Likes Like |Link to Comment
  • Lumber Liquidators volatile off of EPA posting buzz [View news story]
    I agree....except perhaps in CA...
    Apr 2, 2015. 09:36 AM | Likes Like |Link to Comment
  • Why Amazon's Dash Button Will Flop [View article]
    what on a "ethical" diaper? Does it recite ethics via special chip when it gets wet?

    Who is in Bezos bubble that he thinks these (like a super mediocre fire phone) are good ideas?

    What does that say about Bezos a) detachment from reality and b) his absolute power in Amazon that he gets to do what probably everyone around him sees as destined to fail.
    Apr 2, 2015. 09:32 AM | 2 Likes Like |Link to Comment