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Deja Vu  

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  • Utica Shale gas drillers hit gushers, rewarded with slumping stock prices [View news story]
    and CHK just sold Utica acreage for a song, correct??
    Nov 28, 2015. 07:04 AM | 2 Likes Like |Link to Comment
  • Report: Apple to begin using OLED iPhone displays in 2018 [View news story]
    Apple fans till now : OLED is too garish, LCD is waaaay better

    Apple fans now: OLED is the greatest thing since sliced bread

    Timmy will roll out the OLED with some catchy name (RetinaColor, some such name) and sneer at Samsung for copying Apple by having OLED since 2010.

    Followed by a lawsuit claiming Apple invented OLED and no one else should have it.
    Nov 25, 2015. 08:54 PM | 14 Likes Like |Link to Comment
  • Crude Oil Market Structure Looks Weak, But It Is Only One Part Of A Complicated Puzzle [View article]
    Since oil production will fall about 4 million barrels a year absent new capital spending to replace production, perhaps that may balance the market?

    While there is an incentive to produce the marginal barrel given the sunk cost of the well, what incentive is there to sink money into new wells at prices of $30 and $20 per barrel?

    Lastly given the possiblity, however discounted, of a production cut being announced by OPEC, there would be *quite* a short covering if that happened.
    Nov 23, 2015. 09:17 PM | 2 Likes Like |Link to Comment
  • Square prices IPO at $9/share, below $11-$13 range [View news story]
    you are right @apt10, average insider price is $2.49
    Nov 20, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • U.S. introduces new rules against inversions [View news story]
    So nice, the IRS doesn't need congress or the constitution or judicial review or anything. So nice a bunch of political appointees can make new laws by calling them rules or regulations. After all the IRS is a supremely apolitical model of efficiency.
    Nov 20, 2015. 09:28 AM | 2 Likes Like |Link to Comment
  • Salesforce tops $80 on results/guidance; deferred revenue up 28% [View news story]
    most unbelievable stock ever. I used to try to short it when it was around $100 pre split ...painful lesson...
    Nov 18, 2015. 11:17 PM | 1 Like Like |Link to Comment
  • Square prices IPO at $9/share, below $11-$13 range [View news story]
    VC limited partners are stunned...stunned...
    Nov 18, 2015. 08:04 PM | 5 Likes Like |Link to Comment
  • What We Accomplish Through The Split-Off Of Synchrony Financial [View article]

    Nice!trading as it was in the $24-27 range before they announced the wonders...was the threat of being labeled a SIFI that bad?
    Nov 17, 2015. 01:27 PM | 1 Like Like |Link to Comment
  • The Oil Producer's Dilemma - Shale Puts A Ceiling On Oil Prices [View article]
    Article would have been more useful if it had numbers for 1) crude production in US, OPEC, and non US non OPEC 2) Projected rise in demand as extrapolated from a trendline 3) Cost to Saudi Arabia of NOT cutting production and allowing low prices to continue and ability of Saudi Arabia to sustain such pricing 4) Estimated production costs and production volumes of major US shale plays 5) Effects of hedges, purchased prior to the oil crash expiring, on fracking companies 6) Possible sales of light US crude due to lifting of export restrictions on US crude

    Article doesn't have numbers at all, just opinion. Most of the production numbers are easily found in the EIA and IEA reports.
    Nov 17, 2015. 12:43 PM | 1 Like Like |Link to Comment
  • What We Accomplish Through The Split-Off Of Synchrony Financial [View article]
    How about mentioning how much revenues and earnings will be lost through the spinoff as well, when mentioned the "20 Billlion share buy back equivalent"? There is no such a thing as a free lunch.
    Nov 17, 2015. 09:56 AM | 6 Likes Like |Link to Comment
  • Crude Oil: OPEC Ministers Face A Supply Bonanza [View article]
    Selling 31.5 million barrels a day at $40 = $1.26 B

    Cutting production by 3 million barrels and

    Selling 28.5 million barrels a day @ $80 = 2.28 B

    Seems a easy enough math for all producers, Russia, OPEC etc. The wild card is that US oil producers can't legally cartelize and co-ordinate.

    Problem is that whenever oil prices go up, with a few months lag shale production will kick in again. So unless demand exceeds supply, we are going to see a lost decade like the 1980's with $12 oil...
    Nov 16, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • Activist ValueAct sells 18.7M Microsoft shares [View news story]
    my selling my car and taking the bus to work has nothing to do with trip to Vegas and the casino VRX Grand.
    Nov 14, 2015. 03:03 AM | Likes Like |Link to Comment
  • Nordstrom -20% AH after big Q3 earnings miss, guidance cut [View news story]
    Kerr was recommending buying this just before earnings "if it went down in down beat earnings from Macy's " thanks Kramer.
    Nov 12, 2015. 07:21 PM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: World Shares Look For Clarity [View article]
    Greek people taking to the streets - that's not news. Greek people slashing public servant payrolls, Greek people paying taxes, Greek people electing sane politicians, - that is news.
    Nov 12, 2015. 07:51 AM | 9 Likes Like |Link to Comment
  • Rolls-Royce warns of weaker earnings, shares plunge [View news story]
    And GE, with its huge GE aviation component is surging! Remember GE doesn't make money on selling the engine, but rather on the maintenance and the number of engine revolutions (usage of the engine) on what works more like a leased car with a per mile charge model.
    Nov 12, 2015. 07:43 AM | 1 Like Like |Link to Comment