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TippingPoint

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  • 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
  • Seadrill: Value Play Or Value Trap? Trading Cheap, But No Moat [View article]
    The dividend hogs are now washed out of the stock. You have a hign insider ownership. If management learns from this event and pays down debt, repurchases stock, and reduces gearing going forwrd, they could do very well in the next cycle upturn.
    Feb 9, 2015. 06:38 PM | 7 Likes Like |Link to Comment
  • One Word Sums Up Google's Problem [View article]
    They should change their name to "GOOFY." The total lack of corporate governance (due to the share structure) means the founders get to keep running the company like its a science project. As with Facebook, there's no adult supervision going on.
    Jan 31, 2015. 09:01 PM | 3 Likes Like |Link to Comment
  • BHP Billiton And The Giant Demerger [View article]
    I'm a long time BHP holder and the sad thing is that this Company has never really achieved its true potential. Looking at it closely, I think the problem may the oil business. I don't see any synergies between oil and mining at all. Oil and chemicals----sure, but oil and mining? I don't get it. I think that BHP is a world class efficient allocator of capital in mining. But not in oil. They should have spun off the oil business a long time ago and focused only on mining.
    Jan 27, 2015. 11:20 PM | 1 Like Like |Link to Comment
  • McDonald's: A Faltering Fast Food Business Trading At A Premium Valuation? [View article]
    I'm not lovin it, that's for sure. Like Wal-Mart, Mickey Ds has made a huge mistake in gearing it's entire business model to the lowest of the low end consumer. They seemed to be on the right track with Mac Cafe a few years ago but then reverted to a Dollar Menu mentality. As a result, I think they now compete with the Salvation Army soup kitchens, lol. Meanwhile, Starbucks is moving into food sales and is going to capture a big part of the high end customer base.
    Dec 10, 2014. 10:00 PM | 2 Likes Like |Link to Comment
  • Weak global comps for McDonald's across major segments [View news story]
    Like Wal-Mart, Mickey Ds has made a huge mistake in gearing it's entire business model to the lowest of the low end consumer. They seemed to be on the right track with Mac Cafe a few years ago but then reverted to a Dollar Menu mentality. As a result, I think they now compete with the Salvation Army soup kitchens, lol.
    Dec 8, 2014. 04:14 PM | Likes Like |Link to Comment
COMMENTS STATS
165 Comments
242 Likes