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Marek Fuchs

 
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  • How Starbucks' European Pronouncements Gave Me Whiplash [View article]
    Well, he said both: that he was "glimpses of optimism" and "the worst was over." First, his track records hasn't been so good. But also: even if it has turned in the couple of months since he said it was dire, wouldn't you want to wait? If we've learned anything from the long economic nightmare both here and abroad, it's that things look up for about long enough to have a cup of coffee, then decline again...Best, Marek
    Sep 21, 2012. 03:00 PM | Likes Like |Link to Comment
  • RIM: A Sob Sister Dances For A Day [View article]
    Thanks for your note, even if we might disagree. I am usually quite good at weighing positives and negatives, but when it comes to RIM--well, if there is a positive I'm missing, please do tell. Moreover, yesterday's move in particular was delusional. This was a minor deal that the market took as the signal of a big one to come. Best, Marek
    Sep 19, 2012. 07:58 AM | 2 Likes Like |Link to Comment
  • Don't Suffer Premature Prognostication On Oracle's Earnings [View article]
    Ha! You are like the scarecrow pointing both ways! Best, Marek
    Sep 18, 2012. 01:15 PM | Likes Like |Link to Comment
  • Exit Mulally Sometime Soon? Say It Ain't So [View article]
    So, um, unless it's Warren Buffet writing, we shouldn't give it an ear? Any lesser mortal gets the back-of-the-hand? Well, those are pretty high standards, but give it a whirl. Best, Marek
    Sep 14, 2012. 11:02 PM | Likes Like |Link to Comment
  • Exit Mulally Sometime Soon? Say It Ain't So [View article]
    You mean a best-of-the-rest type deal? Not a bad idea. I'll give it a think, but it'll be hard. Not a lot of true talent out there. Best, Marek
    Sep 14, 2012. 11:01 PM | Likes Like |Link to Comment
  • Exit Mulally Sometime Soon? Say It Ain't So [View article]
    I'd tell you, but I already have chickens. The wife would be pissed at a goat delivery. Best, Marek
    Sep 14, 2012. 03:16 PM | Likes Like |Link to Comment
  • Come Off The Sugar High: Go Against The Grain On Facebook [View article]
    I agree--this had the feel of triage. Z went out to soothe ruffled feathers, but offered no meaningful reasons to sustain such a stock jump. The market is reacting in relief, but since it's not based on anything too tangible, it won't hold. Best, Marek
    Sep 12, 2012. 01:27 PM | 2 Likes Like |Link to Comment
  • Come Off The Sugar High: Go Against The Grain On Facebook [View article]
    If you want to play a game of "let's-see," that's fine. Wait and see. But up this much that the guy deigned to talk and vague hope about the future? How many times have we seen that kind of rally snap-off or fizzle? Best Wishes, Marek
    Sep 12, 2012. 01:04 PM | Likes Like |Link to Comment
  • Go Against The Grain On Hewlett-Packard [View article]
    Just a word of caution about reading press releases (a company's version of reality) versus numbers (reality.) Best, Marek
    Sep 11, 2012. 11:02 AM | Likes Like |Link to Comment
  • Go Against The Grain On Hewlett-Packard [View article]
    Yes, it's a real mess. Whether with Meg--or another--I'd wait to see actual tangible signs of turnaround traction. The stock has been holding in their on hope and that's no good. Best, Marek
    Sep 11, 2012. 10:22 AM | Likes Like |Link to Comment
  • Go Against The Grain On Hewlett-Packard [View article]
    Well, HP, by its own admission, is completely remaking itself. So much so that it will--again, going on what they are saying--going to take 3-5 years. There hasn't been any indication of traction, so the stock moving up on news of firings upon an already big pile of firings seems misguided. Premature prognostication, at best. Best, Marek
    Sep 11, 2012. 09:31 AM | Likes Like |Link to Comment
  • Go Against The Grain On Hewlett-Packard [View article]
    That the stock was up on yesterday's (additional) job cut announcement was completely new--and wrongheaded, as I see it. Best, Marek
    Sep 11, 2012. 09:29 AM | Likes Like |Link to Comment
  • Go Against The Grain On Ford [View article]
    Here's comes the recovery? Were we looking at the same job numbers today? Do we see the same Europe?
    Sep 7, 2012. 09:12 PM | Likes Like |Link to Comment
  • Go Against The Grain On Ford [View article]
    Take a vacation? That's what my wife always says. Hey, wait a minute. Honey, is that you?
    Sep 7, 2012. 01:41 PM | Likes Like |Link to Comment
  • Go Against The Grain On Ford [View article]
    Well, there's a lot of room between doubling down in Europe and hiding beneath a bed. I'll take a middle ground, thank you. Best Wishes, Marek
    Sep 7, 2012. 01:34 PM | Likes Like |Link to Comment
COMMENTS STATS
117 Comments
35 Likes