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Spencer Knight  

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  • Alaska Air Group discloses fuel cost uncertainty [View news story]
    Then buy enough to last 12 months in advance while prices are at a relatively low point... Problem solved. Now you can forecast for 12 months.
    Nov 17, 2014. 12:04 PM | 1 Like Like |Link to Comment
  • Eye-popping pay at Pimco [View news story]
    If you have a problem with it, go start your own investment management company (or any business) and 40 years from now if you make all the right decisions you can make that much money as well.
    Nov 14, 2014. 10:43 AM | Likes Like |Link to Comment
  • Keystone XL vote near, but economic viability thrown into question [View news story]
    I find it hard to believe it would cost $85-$110 to produce. This would mean that when the project was first conjured up that they were willing to do the project with no margin...
    Nov 13, 2014. 02:44 PM | 1 Like Like |Link to Comment
  • Twitter now +7.2%; aggressive targets set, more features outlined [View news story]
    Well, it simply means that the stock is valued 5x its 2018 revenue. Key word here is revenue. It's supposed to be earnings since stocks are valued based on earnings (unless its AMZN...). I'm not going to figure out what TWTR's earnings (EPS) would be in 2018 under $5b in revenue, but I suspect it will still be negative (hint: maybe one of the SA contributors can do the math and write about it?). So, if buying a stock that is valued 5x its 2018 revenue tickles your fancy, then take the plunge!!
    Nov 12, 2014. 05:01 PM | Likes Like |Link to Comment
  • Take profits in Susquehanna says Boenning & Scattergood [View news story]
    It's pretty hard not to ring the register on a 32% day... No need to be greedy on this one.
    Nov 12, 2014. 11:53 AM | Likes Like |Link to Comment
  • Positive reviews for the 2015 F-150 pile up [View news story]
    Problem number one was it was an auto trans and most likely the CVT version. CVT trans take some time to get used to because there is essentially no shift and it is quite odd if you are not used to it.
    Nov 10, 2014. 10:17 PM | 2 Likes Like |Link to Comment
  • GE ties cash, margin goals to Immelt's compensation [View news story]
    Share price is a worse metric. A three year old could have been CEO for most companies over the last five years and still achieved a high share price. Not to mention, share price is a faux indicator of a company's strength.

    I think improving a company is a good way to base a bonus on. He is actually earning his money by being forced to grow cash and improve the company's performance. Most CEOs do NOT have to improve operations and they still get bonuses. Not sure where all the hatred comes from on this... The MDCC could have easily said, "here you go Mr. CEO, have 500,000 shares just for waking up this morning."
    Nov 10, 2014. 10:08 PM | 3 Likes Like |Link to Comment
  • GM says not liable for pre-bankruptcy cars [View news story]
    Nice business model. Change to a faux name and then claim you are a different company and are not liable for anything prior to the name change.

    I wonder what else GM is hiding?
    Nov 6, 2014. 10:23 AM | 2 Likes Like |Link to Comment
  • ADP Jobs Report [View news story]
    No need for interest rates to go higher if inflation is staying low.
    Nov 5, 2014. 10:43 AM | 1 Like Like |Link to Comment
  • Nikkei soars, yen slides, after BOJ unexpectedly eases monetary policy [View news story]
    I've said the same thing for a while. It's an interesting discussion because there are several negative ramifications when oil prices fall, but the question always comes back to whether the positive effects of consumers being able to spend more money offsets the negative ramifications of falling oil prices. I personally say yes, falling oil prices is a good thing, but many disagree.
    Oct 31, 2014. 10:33 AM | Likes Like |Link to Comment
  • Q3 GDP +3.5% [View news story]
    Q3 is also the fiscal YE for the government, which means that spending is higher in Q3. No election trickery here. It happens in non election years as well.
    Oct 30, 2014. 10:20 AM | 2 Likes Like |Link to Comment
  • More caution on Janus exuberance [View news story]
    I am glad to see analysts are using their noggins on this one...
    Oct 6, 2014. 03:55 PM | Likes Like |Link to Comment
  • Buffett buys as stocks drop [View news story]
    That Alibaba quote is awesome. A nice way to say stay away from the IPO bubble...
    Oct 3, 2014. 12:20 AM | Likes Like |Link to Comment
  • GoPro -10.2%; founders' organization released from lockup [View news story]
    I'd say a camera on a stick is a more viable business model than a website for packaging and shipping discounted products and websites for friends to gossip. All of those are doomed long term...
    Oct 2, 2014. 09:37 PM | Likes Like |Link to Comment
  • More jobs added in September [View news story]
    mrdirt, Mr. Picketty makes several interesting historical connections that support the phenomena you speak of.
    Oct 1, 2014. 10:44 AM | Likes Like |Link to Comment