Send Message
View as an RSS Feed
  • Why Is Wal-Mart Taking Itself Down?  [View article]
    Sam Walton would be absolutely appalled with the direction Wal Mart has taken in the last 15 years. Selling all this crap from China (Sam had a made in America program), political correctness run amok whether it's employee wages, merchandise they sell, and then supporting Obamacare??? Wal Mart has gone nuts. With idiots like they have running the company, it's no wonder everyone is eating their lunch. Plus, Sam would have gone whole hog into e-commerce at the dawn of the Internet. McMillion should be fired because he's a fool. But the board needs to be changed too.
    Oct 14, 2015. 05:53 PM | 3 Likes Like |Link to Comment
  • VMware: A History Of Accounting Gimmicks  [View article]
    Well, I suspect the days are numbered for this type of activity if they wind up as a stand alone company following an EMC / Dell deal----too much new scrutiny. I've complained about VMC's stock option issuances on these boards for years, as well as calling EMC's investor relations. The EMC / Dell deal really needs to happen. EMC's bizarre corporate structure needs to be torn down by the EMC stockholders using any means possible. It's the only way to unlock any new value here folks. Fingers crossed for a deal.
    Oct 9, 2015. 02:42 PM | Likes Like |Link to Comment
  • Fed stays on hold, but sees maybe two hikes in 2015  [View news story]
    Lol....good one, and Fed heads are even softer than US exports.
    Sep 17, 2015. 08:27 PM | Likes Like |Link to Comment
  • Fed stays on hold, but sees maybe two hikes in 2015  [View news story]
    Headed for one of those scary Octobers if the Fed says this economy can't stand 25 bips on Fed Funds........
    Sep 17, 2015. 08:25 PM | Likes Like |Link to Comment
  • Encana's EV/EBITDA Discount Might Open Up The Door For A Takeover  [View article]
    After torching billions in shareholder money through incredibly stupid moves by the Board going back to the Cenovus split, Encana needs to be sold. Could Exxon's Canadian sub Imperial Oil buy it? Who else? Thoughts?
    Sep 4, 2015. 04:48 PM | 2 Likes Like |Link to Comment
  • BHP Billiton's 'Dividend Bonanza' And Other Scenarios  [View article]
    Damn right
    Aug 15, 2015. 06:44 PM | Likes Like |Link to Comment
  • Encana Stock Sinks On Disappointing Q2 Results, But It's Too Cheap To Ignore  [View article]
    I wonder if Exxons Canadian subsidiary Imperial Oil would be a good fit to acquire Encana. Encana's board over the last decade has made disastrous decisions that has torched billions of shareholder money.
    Aug 2, 2015. 05:33 PM | Likes Like |Link to Comment
  • Murphy Oil slips 6.2% after Oppenheimer downgrade on deficit spending  [View news story]
    They could be obligated to do so.
    Aug 2, 2015. 05:29 PM | 1 Like Like |Link to Comment
  • Google: What Can And Can't The CFO Fix  [View article]
    Google has a ton of problems.....Oracle wants $5 billion in damages for the Java misuse.....the EU is not going to give them a free pass line Obama's DOJ did on antitrust issues.....and that's just for starters. Meanwhile, management continues to run the company like a science fair, and couldn't care less what us shareholders think because we have no votes on anything.
    Jul 17, 2015. 06:50 PM | 3 Likes Like |Link to Comment
  • Google: What Can And Can't The CFO Fix  [View article]
    Apple needs to return about half its cash horde to the shareholders......then you'll see it get a fair valuation.
    Jul 17, 2015. 06:46 PM | 1 Like Like |Link to Comment
  • Google's (GOOG) CEO Larry Page Hosts 2015 Annual Meeting of Stockholders (Transcript)  [View article]
    Totally agree.
    Jun 3, 2015. 10:29 PM | Likes Like |Link to Comment
  • Google starting road tests for self-driving car prototypes  [View news story]
    Eric Schmidt needs a self-flying G650----
    May 15, 2015. 07:34 PM | Likes Like |Link to Comment
  • Google starting road tests for self-driving car prototypes  [View news story]
    Google just continues to burn stockholder cash on science projects. What's the latest on Google glass, btw?

    No adult supervision going on at all here. At least Zuckerstein buys companies that somehow relate to what Facebook's core business actually is. Doubt that he kicked the tires on Tesla like goofy Google did.
    May 15, 2015. 07:25 PM | Likes Like |Link to Comment
  • WSJ: Royal Dutch Shell in talks to buy BG Group  [View news story]
    Wish XOM would jump out there and buy BP.
    Apr 7, 2015. 09:23 PM | 1 Like Like |Link to Comment
  • AmEx vows to appeal antitrust ruling  [View news story]
    The problem at AmEx is their own making. They rested on their laurels waaaaay too long. The issue with the anti-trust case and Costco is just the latest in a long string of setbacks. Their prices are far too high on everything, and their customer base is older and dying off. They used to have a strong value proposition, with rewards, airport lounge access, etc, but there are a lot of other options for that with V or MC. Chenault has been overpaid out the wazoo forever. I don't think the guy holds a candle to Harvey Golub, the previous CEO. Just my 2 cents. I've never owned the stock buy I've been a cardholder since 1980.

    My radical suggestion is to let Discover take them over before AmEx becomes "Diners Club." Discover knows how to run an inexpensive and profitable operation.
    Feb 21, 2015. 07:24 PM | 1 Like Like |Link to Comment