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TippingPoint

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  • 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
  • Saudi Arabia: Do The Math [View article]
    When you're a King, you don't have to behave logically or responsibly. You don't fall under the "reasonable man" theory. In fact, being a King means you are most likely to do the illogical and irresponsible. This is why most nations have gotten rid of kings. The King of Saudi Arabia isn't going to necessarly do what the Power Point presentation says to do, lol.
    Dec 5, 2014. 08:07 PM | 11 Likes Like |Link to Comment
  • World's largest retailer cautious about holiday spending [View news story]
    The problem at WalMart, and Mickey D's as well, is that both companies have geared themselves to be dependent on a customer segment that is the lowest of the low end customer, i.e., people who are on food stamps, illegal immigrants, and others who exist solely due to government handouts. Mr. Sam would have never allowed that to happen. How you ever get out of that box, I don't know.
    Nov 13, 2014. 02:35 PM | Likes Like |Link to Comment
  • Long-Term Investing Is Dead (...says CNBC) [View article]
    CNBC is dead.
    Sep 19, 2014. 09:33 PM | Likes Like |Link to Comment
  • H-P reports early; EPS in-line, revenue misses [View news story]
    I agree. The results for the quarter were bullish. The revenue declines appear to be bottoming out. Earnings were in line and the company continues to pay down debt. This is the company people just love to hate---which is why I like it.
    May 22, 2014. 06:10 PM | Likes Like |Link to Comment
  • EMC: Many Irons In The Growing Data Fire [View article]
    Thanks Bryan. I agree they are well positioned but the structure makes the company harder to understand and that can hold back the stock price. Also, VMC has been a profligate stock option issuer to the detriment of the common holders, especially including EMC.

    I wish that Carl Icahn or Bill Ackman would take a big position in EMC. Management and the Board needs to have pressure applied. A lot of holders are getting tired of waiting for results to flow through to the stock price of EMC.

    Also, with regard to the possible Pivotal spin off, so we're going to have a separate company for every major product line? That's insane. Like Apple putting iPods and music in a separate company, iPads in another, etc. Tucci may be a smart tech guy, but he looks like the Inspector Clouseau of finance.
    May 16, 2014. 08:10 PM | 2 Likes Like |Link to Comment
  • EMC: Many Irons In The Growing Data Fire [View article]
    Just my 2c: I think that EMC's structure is crazy. The company needs a catalyst. I'd like to see VMC (the subsidiary) buy EMC (the parent) using VMC's more pricier shares and put both companies together as separate divisions of the same company. I don't care what they call it, but VMC would continue the EMC dividend and maybe increase it. Why bear the expense of two separately traded stocks? It's just nuts and another example of how poor corporate governance is in techology companies.
    May 16, 2014. 01:56 PM | 1 Like Like |Link to Comment
  • Why India Will Soon Outpace China [View article]
    Rampant corruption, an uncertain rule of law (especially on tax issues), Byzantine regulations, a government that leans left-----all on top of StarWars Bar scene of socio-economic traditions makes me say PASS. I agree with the comments above, dream on, a stable business climate in India is still years or decades away.

    It's going to take a Lee Kwan Yew type of politician to come along and meld India into a workable nation.
    May 5, 2014. 10:16 AM | 6 Likes Like |Link to Comment
  • Bullish Barron's writeup for AIG [View news story]
    The bonds or preferreds might be interesting.....I don't like the common because as a SIFI they won't be able to offer shareholders much of a return.....better opportunities elsewhere. SIFIs will be like regulated utilities---that seems to be the philosophy of Gubbermint regulators and it's what Pocahontas of Massachusetts wants.
    Apr 26, 2014. 11:51 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
157 Comments
237 Likes