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Matthew Lewis

 
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  • Apple As The New RIM [View article]
    A preposterous article.
    Jan 24 03:49 PM | 2 Likes Like |Link to Comment
  • Why Apple Should Announce A $100 Billion Stock Buyback [View article]
    I love my companies to be conservative, and I'm an owner of Apple. However, the capital allocation of this company is preposterous. There is no way to defend $125 billion in cash sitting on the balance sheet earning less than 1% interest.

    I'm not saying I agree with a $100 billion buyback, but keeping that much money on the balance sheet earning so little is a disservice to shareholders.
    Dec 23 09:39 PM | 2 Likes Like |Link to Comment
  • Exelon: Potential Dividend Cut May Be Deeper Than You Expect [View article]
    I'm a shareholder and I consider the investment grade credit rating of far more importance than the dividend. They are doing the right thing in this shareholders opinion.
    Dec 1 01:00 AM | 2 Likes Like |Link to Comment
  • Exelon: Potential Dividend Cut May Be Deeper Than You Expect [View article]
    Buffett offered $4.7 billion for Constellation's 9000 MW capacity back in 2008 at which time many said he was stealing the assets. Comes out to about $520k per MW and was eventually trumped by a much higher bid from a EDF at $4.5 billion for only a 50% stake in the nuclear plants.

    EXC current market cap is $25.6 billion for 35,000 MW of capacity. Comes out to about $700k per MW....the assets are pretty cheap right now.
    Nov 30 01:15 PM | 2 Likes Like |Link to Comment
  • 3 Oil And Gas Stocks Commanding Profits But With Minimal Debt [View article]
    Wow...worst story ever. These are trusts....
    Sep 5 08:16 PM | 2 Likes Like |Link to Comment
  • Exelon's Excuses For Its Not-So Excellent Performance [View article]
    I don't understand the point in another one of these articles. You are just beating a dead horse at this point.

    A 31% rise in NG prices isn't much when they have gone from $8 to $2 over the past few years doesn't offer EXC much in the way of better energy prices. What is promising is the natural gas rig count being cut in half over the last 10 months and inventories building well below their 5 year averages this summer. The glut in NG is almost gone.

    http://bit.ly/ofCrGW
    Aug 14 12:17 AM | 2 Likes Like |Link to Comment
  • City Telecom: 17% Dividend Yield, 46% Cash Flow Yield, No Debt, High Growth Prospects [View article]
    Useless....or completely misleading. Everyone should do their own due diligence, but in reality the author has a duty to put out factual information.
    Jul 28 11:16 AM | 2 Likes Like |Link to Comment
  • Jamie Dimon picks up 500K shares of JPMorgan Chase (JPM) - about $17M worth - according to a late-Friday filing. The moves (by Dimon and his wife and associated trusts) come in combination with selling about $13.5M worth of preferred shares.  [View news story]
    500k shares out of 3.8 billion outstanding. Good call on wanting the votes.
    Jul 20 11:33 PM | 2 Likes Like |Link to Comment
  • Corning: A Cheap Stock That Is Likely To Get Cheaper [View article]
    Is there any reason to believe the market hasn't priced this all in already? As the first poster said these are all brutally obvious observations. The market knows how much business Corning does in Europe, and the market knows what the Euro/dollar exchange rate is.
    Jul 12 07:01 PM | 2 Likes Like |Link to Comment
  • "If you wrapped up all the $100 bills in circulation, it would form a cube about 74 feet per side ... in a hundred years, that money will have produced nothing. In a thousand years ... worthless," writes David Einhorn, taking aim at Warren Buffett's bear case on gold (after being the subject of an ugly attack by the Oracle's partner).  [View news story]
    Idk - I think we are wasting our time.

    As you mentioned Buffett specifically says you SHOULDN'T hold cash for investment purposes. However, anytime somebody mentions an asset class that may be a better investment for the future the gold bugs heads explode and they talk nonsense that has nothing to do with the discussion at hand.
    May 31 01:58 AM | 2 Likes Like |Link to Comment
  • "If you wrapped up all the $100 bills in circulation, it would form a cube about 74 feet per side ... in a hundred years, that money will have produced nothing. In a thousand years ... worthless," writes David Einhorn, taking aim at Warren Buffett's bear case on gold (after being the subject of an ugly attack by the Oracle's partner).  [View news story]
    Buffett is pretty clear that you shouldn't own much cash....not sure what David Einhorn is getting at here.
    May 30 11:36 AM | 2 Likes Like |Link to Comment
  • Teva Pharmaceuticals: The Bottom Is Finally In For These Beaten Down Shares [View article]
    Love TEVA...but you should probably never use the phrase "The bottom is in". The market can make you look like a fool.
    May 24 12:55 PM | 2 Likes Like |Link to Comment
  • And now to the rescue: Chesapeake Energy (CHK) says it's gotten a $3B unsecured loan from Goldman Sachs and Jefferies Group, to be repaid from those 2012 asset sales.  [View news story]
    An emergency $3 billion dollar senior loan on a Friday night at 8.5% interest rate and the equity holders are happy? Goldman knows what they are doing, that doesn't mean your equity will be worth anything at the end of the day though.
    May 12 01:57 PM | 2 Likes Like |Link to Comment
  • Weakish demand for the Facebook (FB) IPO isn't a surprise for Minyanville's Conor Sen, who says the public markets are doing a great job sifting through new share offerings. The revenue growth isn't there, he tweets. If Facebook grows revenues at 20-25% in 2012, give it an 8X sales multiple and call it generous ... that's $40B.  [View news story]
    I just read its already oversubscribed....how is that weak demand?
    May 11 12:09 AM | 2 Likes Like |Link to Comment
  • Green Mountain's (GMCR) growth story is dead, says CNBC's Herb Greenberg. The company's CEO all but said so in its conference call, saying “After several quarters of robust adoption, we now expect a more moderated growth trajectory going forward for both Keurig brewer and K-Cup pack sales.” "Moderated growth trajectory going forward?" Those are definitely not words you want to hear from the CEO of a high-flying growth company. Shares -40.6% AH.  [View news story]
    Comparing AMZN to GMCR?

    I won't defend AMZN's valuation, but you're comparing apples to oranges. GMCR makes money on basically one item, the K-cup, which by the way comes off patent this year. How is a comparison to the behemoth Amazon comparable in any way, other than they are both considered high growth companies?
    May 2 09:51 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
317 Comments
323 Likes