Hewlett-Packard Co. (HPQ)

All Comments on HPQ

  • commenter
    Britishsteel
    Aug 20 05:56 PM
    Real Buys - Cramer's Mad Midday (8/20/08) [view article]
    cramer how the hell do you sleep at NITE? Reply
  • commenter
    Boulder
    Biker
    Aug 20 11:30 AM
    Wall Street Breakfast: Must-Know News [view article]
    Having been in Macau last month, I second the comment that the idea will disappear.

    The opposite has actually happened for tourist visits to Disney Hong Kong. Typically a migrant worker in one of the border towns would have to return home to apply for a Visa to go to Hong Kong. With revenue not meeting expectations, the Chinese government worked out a deal whereby tour groups could go directly to Disney, but no where else in Hong Kong. (The other tourist sites are complaining.) Thus, avoiding the migrant the issue of going home first, where they would most likely stay put.

    Money does talk!     Reply
  • commenter
    User 218405
    Aug 20 10:57 AM
    Wall Street Breakfast: Must-Know News [view article]
    LVS and WYNN and MGM will throw a few dollars to their Chinese contacts and I have a feeling that the idea to curtail visits to Macau from 6 visits a year to 2 visits a year will disapear. Money talks in China the same as Washington. Continue to buy low and sell high and the gaming stocks are way too low now, (a great buy to hold) I'll sign my name Daniel Kowkabany Reply
  • commenter
    NollierCapit
    alMgmt
    Aug 20 10:33 AM
    Hedge Fund Tracking: Clarium Capital [view article]
    Marketfolly,

    I believe we are saying the same thing here or at least seeing the same potential opportunity. Just remember, no ever buys the lows and sells the highs consistently. And if you meet someone who says they do....they're a liar.     Reply
  • commenter
    marketfolly
    Aug 19 10:26 PM
    My Website
    Hedge Fund Tracking: Clarium Capital [view article]
    NollierCapitalManageme...

    my thoughts on AXP simply stem from my belief that rising consumer debt and credit card receivables will be the next "shoe to drop," stemming from the housing bubble, credit crunch, and various other headwinds facing an increasingly poorer consumer.

    i agree with your thoughts though regarding their payment processing segment, as I believe that will be a great source of revenue going forward (see MA, V). Also, I think you are correct in that they have developed a strong brand. As a longer term investor, this name can make great sense.

    However, looking out 6-12 months, I still feel the benefits they see from payment processing will be offset by rising delinquencies and charge-offs. I just look at them as a MA or V, but with credit exposure. And, therefore, MA and V should outperform AXP in the near-term. Longer term though, don't get me wrong, AXP does make some sense. But, why buy it now if I think I can buy it cheaper some time from now, ya know?

    Thanks for the comments.     Reply
  • commenter
    Frankfurt/He
    ssen
    Aug 19 04:35 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Nollier,

    how much you made today on AXP as after 3 years you may be well long dead just as everybody else.
    If one don't know to make money today,then gardening is another very engaging proposition.     Reply
  • commenter
    NollierCapit
    alMgmt
    Aug 19 02:50 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Good write up. Just curious as to why you feel AXP is a little ify here? Most people categorize AXP as a credit card company when in fact credit cards are a very some piece of their overall business. A large percentage of their revenues come from merchant fees, processing fees, i.e. closed loop network. I would argue that they are a pay card company. They also have the travel business going for them. I agree they became greedy by entering certain markets with their credit card marketing campaigns. This has caused them pain in the short term. However, this is an iconic brand that has become cheap for the first time in a long time. These scenarios happen infrequently. Those who buy or have bought AXP will be rewarded over the next three years. Yes, AXP could get cheaper but I would bet money managers would add to their positions if it occurs. Cheers! Reply
  • commenter
    captainccs
    Aug 19 10:04 AM
    My Website
    Barron's Drop - Fast Money Recap (8/18/08) [view article]
    Barron's kiss of death is probably a breath of life for Freddy and Fanny. Reply
  • commenter
    Norman
    Lepoff, M.D.
    Aug 19 09:25 AM
    Hedge Fund Tracking: Clarium Capital [view article]
    Very informative article. Thank you. Reply
  • commenter
    kkin365
    Aug 19 09:14 AM
    My Website
    Financial Drag - Fast Money Recap (8/18/08) [view article]
    At one time I heard Teeranova saying that he has a long position in CME. Is he a member of NYMEX? Reply
  • commenter
    Shiv
    Aug 19 05:41 AM
    Financials Downgraded - Fast Money Recap (8/15/08) [view article]
    "The problem Goldman ran into is oil, explains Pete Najarian.". Goldman called potential for a spike - up sharply & then back down. It did happen though not with quiet the vigor they forecast. The past few months their conviction lists have been cautious with tight stop losses. I doubt they will be badly burnt on an oil call. Besides, oil should decline a bit further (no more than $98 probably closer to $105) before the shorts cover and cause a rally back to $120/$125 range. Reply
  • commenter
    marketfolly
    Aug 18 11:47 PM
    My Website
    Hedge Fund Tracking: Clarium Capital [view article]
    at the end of july they were up around over 45% year to date Reply
  • commenter
    mkreisel
    Aug 18 08:11 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    How is Clarium's YTD performance? Reply
  • commenter
    alpha24seven
    Aug 18 04:45 PM
    Monday Options Update: XLF, XLE, FRE, FMD, HPQ, XOM, STM, ZMH [view article]
    @Frankfurt/Hessen

    "For those uninformed,Interactive Brokers Group is soon to file for Chapter 11 bankruptcy protection"

    Proof. Please tell us all in detail immediately. Post links to documentation and to verifiable information. Opinion doesn't count.     Reply
  • commenter
    marketloving
    aggie
    Aug 17 11:47 PM
    Financials Downgraded - Fast Money Recap (8/15/08) [view article]
    Ishortyou, you/we can't afford the alts you referenced.....not yet anyway. You might as well ride your bike if you have fallen out of love with fossil fuels. By the way, you do realize nat gas is a fossil fuel....don't you? Reply
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