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  • Will iPhone 6 Success Propel Broadcom To New Heights? [View article]
    user1235678,

    netflix is getting lower margins on its international expansion, while its domestic operations' top line growth is slowing. It is also getting more competition for new entrants (HBO, for instance) into the space.

    AMZN - Investors are losing faith in its strategy of accumulating operating losses in exchange for market share.

    SE
    Jan 19, 2015. 01:24 PM | Likes Like |Link to Comment
  • Schlumberger's Q4 Earnings Portend Protracted Decline In Oil Industry [View article]
    PalmDesertRat,

    "Sell low and hope to buy lower." > Yeah, that's exactly what the article says.

    SE
    Jan 19, 2015. 12:07 PM | 1 Like Like |Link to Comment
  • Schlumberger's Q4 Earnings Portend Protracted Decline In Oil Industry [View article]
    zbignue,

    That $302 million Q4 net income to Schlumberger figure includes a $1.8B restructuring charge which would not be recurring each quarter. I backed out the restructuring charge when calculating the 14.8x normalized earnings.

    SE
    Jan 19, 2015. 10:37 AM | Likes Like |Link to Comment
  • Schlumberger's Q4 Earnings Portend Protracted Decline In Oil Industry [View article]
    Thanks.

    SE
    Jan 19, 2015. 09:27 AM | Likes Like |Link to Comment
  • Schlumberger's Q4 Earnings Portend Protracted Decline In Oil Industry [View article]
    kf5nd,

    Are you implying $81 is the bottom?
    Jan 19, 2015. 09:27 AM | Likes Like |Link to Comment
  • Schlumberger's Q4 Earnings Portend Protracted Decline In Oil Industry [View article]
    Sunny,

    While oil is below $50, big oil is just starting to contract - the average oil price was $74 for Q4 2014. As big oil reduces investment, there is a lag period before it materializes in SLB's earnings. I would expect the next quarter or two to be bad, and its p/e multiple to contract.

    SE
    Jan 19, 2015. 09:26 AM | 3 Likes Like |Link to Comment
  • Will iPhone 6 Success Propel Broadcom To New Heights? [View article]
    NetFlix and Amazon are shorts.

    I would avoid Twitter and Pandora. They are not worth what they are trading at, but until the market realizes this, they may not drop. Twitter would make a good straddle play the day before earnings.

    SE
    Jan 16, 2015. 05:32 PM | Likes Like |Link to Comment
  • Micron Hit By Reported Samsung DRAM Expansion [View article]
    OBL,

    I guess Samsung's logic is, "Some profits are better than nothing."

    SE
    Jan 16, 2015. 01:28 PM | Likes Like |Link to Comment
  • Micron Hit By Reported Samsung DRAM Expansion [View article]
    doggiecool,

    You've figured it out > "Then technically speaking Samsung's semi conductor sales growth could have been down."

    The Shock Exchange is not saying Samsung's semiconductor business is growing at leaps and bounds and taking share from Micron. The semiconductor business increased a % of total sales because revenue from smartphone operations declined. However, given that its semiconductor business is one of the operations that has held up, it is a good candidate for growth if Samsung puts more resources into it.

    Nobody wants Samsung's smartphones. However, companies are buying their computer chips.

    SE
    Jan 16, 2015. 12:21 PM | 1 Like Like |Link to Comment
  • Micron Hit By Reported Samsung DRAM Expansion [View article]
    doggiecool,

    Total Samsung sales.
    Jan 16, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • Micron Hit By Reported Samsung DRAM Expansion [View article]
    23258193,

    He may do one just prior to the earnings release.

    SE
    Jan 16, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Micron Hit By Reported Samsung DRAM Expansion [View article]
    23258193,

    The Shock Exchange owns SWKS
    Jan 15, 2015. 11:46 PM | 1 Like Like |Link to Comment
  • Micron Hit By Reported Samsung DRAM Expansion [View article]
    doggiecool,

    It grew from 18% to 24% of sales. The Shock Exchange made no assertion as to its absolute growth.
    Jan 15, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Avoid SanDisk On Declining NAND Pricing Power And Gross Margins [View article]
    inside man 55,

    Maybe SanDisk can speak to those issues on the earnings call.

    SE
    Jan 14, 2015. 03:41 PM | Likes Like |Link to Comment
  • Premier Oil Tanks 7% On $300MM Impairment Charge - Who's Next? [View article]
    Michael,

    My shorts on SLB and MPC are working out nicely thank you. Also, how many of those names are engaged in shale fracking, which may be tamped down going forward?

    SE
    Jan 14, 2015. 01:01 PM | Likes Like |Link to Comment
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