The Aristos

The Aristos
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  • Wanting To Believe  [View article]
    I agree with you that McClatchy is in better position than most. Mostly due to their ability to adapt and make gains in digital only revenue.

    Unfortunately, just like Google, digital revenues are now being effected be the emergence of mobile traffic. Whereas Newspaper websites once were able to hold a multitude of ads, now only a few can be pushed at anyone time and click through rates will be effected by this. And MNI cannot simply just charge more to advertisers for that presence.

    That being said, I do see promise in their new impressLocal service which looks to truly make something of the relationship between newspapers and local businesses. This is where I see targeted local advertising going. All other forms will be eaten up by a variety of free online services, apps, and social media.
    Jul 25, 2013. 03:55 PM | Likes Like |Link to Comment
  • DreamWorks (DWA) -4.6% after Turbo bombs at the box office: the $135M film pulled in just $21.5M during its open week, making it a distant #3 behind The Conjuring and Despicable Me 2 (out for 3 weeks). Cowen thinks a write-down for the animated racing film could lower its 2013 EPS estimate for DreamWorks to $0.25 from a current $0.72 (consensus is at $0.83). A children's series based on Turbo is set to arrive on Netflix (NFLX) later this year.  [View news story]
    Following releases by Monsters and Despicable Me franchises, this never stood a chance. May have done better if it was released before those two.
    Jul 22, 2013. 09:48 AM | 2 Likes Like |Link to Comment
  • The District of Columbia passes a bill requiring large retailers like Wal-Mart (WMT) to pay employees $12.50 per hour, compared to the minimum wage of $8.25 in Washington. The battle is nothing new for Wal-Mart which has defeated similar measures in other large cities as it continues its strategic move into metropolitan areas.  [View news story]
    This would also apply to other companies like Nordstrom and Costco though those stores are also more likely to already pay $12+/hr. It's not direct discrimination.
    Jul 14, 2013. 06:25 PM | Likes Like |Link to Comment
  • Specs and press photos for the Lumia 1020 have leaked ahead of Nokia's (NOK -0.6%) 11AM ET event. The phone's camera will offer optical image stabilization, a xenon flash, advanced manual controls, and a new Pro Camera app to go with its expected 41MP sensor. The 1020 will also have a 4.5", 1280x768, OLED dsplay, 2GB of RAM, 32GB of storage, a front-facing camera with a wide-angle lens, and a dual-core, 1.5GHz., Qualcomm Snapdragon processor. Windows Phone Central reports AT&T will sell the 1020 for a hefty $299 with a 2-year contract ($100 more than the iPhone 5 or Galaxy S4), and that the phone's unsubsidized price is $699. (live blog[View news story]
    Nothing says eurotrash like a bright yellow phone.
    Jul 11, 2013. 10:55 AM | Likes Like |Link to Comment
  • The District of Columbia passes a bill requiring large retailers like Wal-Mart (WMT) to pay employees $12.50 per hour, compared to the minimum wage of $8.25 in Washington. The battle is nothing new for Wal-Mart which has defeated similar measures in other large cities as it continues its strategic move into metropolitan areas.  [View news story]
    Walmart could just skirt this by building Walmart Express stores (under 70k sq.ft.) throughout the district. I don't get the measure or it's thresholds. What is the difference between the welfare of an employee at a smaller print store than a one larger than 70k sq ft? Weird political dynamics at play with little concern for reason.
    Jul 11, 2013. 09:37 AM | 1 Like Like |Link to Comment
  • Nokia (NOK) is today due to unveil the latest phone that will supposedly turn around its fortunes and make the company great again - the Lumia 1020. The device's most notable feature is a 41 mega pixel camera using the company's PureView technology, which will give it a high-resolution 3x zoom. If the camera is the element Nokia is banking on for success, it might be problematic that Samsung (SSNLF.PK) has launched the Galaxy S4 Zoom, a camera-phone with a 10x optical zoom[View news story]
    That Samsung phone is horrendous. Plain and simple.
    Jul 11, 2013. 09:20 AM | 2 Likes Like |Link to Comment
  • Ascent Solar (ASTI) +10.5% AH on news it's building a Chinese plant to make thin-film solar modules for use in its EnerPlex accessory line, courtesy of a JV with the government of the city of Suqian. Ascent, which will have a majority stake of "up to 80%," will contribute its IP, $1.6M, and equipment, and the government will provide $32.5M and rent-free use of a 270K sq. foot facility (expandable to 1M). The JV is also being given a "multi-year corporate tax holiday" and other perks, and Ascent will have the right to buy the plant at construction cost at any time in the first 5 years. The project is set to have 3 phases spread out over 6 years.  [View news story]
    Dead in the water for sure. The only hope for this stock is ASTI being acquired.
    Jul 10, 2013. 10:55 AM | Likes Like |Link to Comment
  • Intuitive Surgical Announces Preliminary Second Quarter 2013 Results 
    Unexpected. Ugly afterhours.
    Jul 8, 2013. 05:21 PM | Likes Like
  • Intel (INTC -0.9%) CTO Justin Rattner is stepping down from his position due to a company rule that "Intel employees may not serve as corporate officers past the age of 65." Rattner, who has worked for Intel since 1973, is taking a personal leave to "deal with a pressing family matter," but will return to Intel "in a role to be determined."  [View news story]
    Read it wrong the first time as well. I assume they will put him in some sort of advisory role.
    Jun 28, 2013. 09:56 AM | Likes Like |Link to Comment
  • Solazyme (SZYM -17.8%) sinks following news it will dissolve its joint venture with Roquette Frères after failing to agree on a commercial strategy and timeline for the manufacturing and marketing of the venture's products. SZYM says it will accelerate commercialization of its own suite of microalgal food ingredients. At least two firms say today's selloff on the news is an overreaction[View news story]
    Eagerly awaiting what they will say. Still holding.
    Jun 24, 2013. 02:01 PM | Likes Like |Link to Comment
  • Schwab's (SCHW) cost-cutting is paying off as its U.S. Broad Market ETF (SCHB) has about doubled to $2B in AUM since cutting its expense ratio 33% to 0.04%. Competitors like Vanguard's VTI and iShares' IWV cost 0.05% and 0.20%, respectively. The SCHB - along with the other 14 ETFs Schwab cut fees on - is likely now a loss leader, but the company expects to gain from expanding the "totality of the relationship" with clients.  [View news story]
    SCHD is a regular buy for me. Cannot beat those Schwab ETF expense ratios.
    Jun 19, 2013. 03:47 PM | Likes Like |Link to Comment
  • BlackBerry (BBRY) slips 3% premarket after a downgrade to Sell at Bernstein, which sees earnings peaking in FQ1 and "significant risk" of a miss in H2. OTR Global says U.K. Q10 sales fell off a cliff and have been - "not a typo" - just 30K-50K units since launch, reports Notable Calls.  [View news story]
    The Bernstein Bears and the Blackberry Bush.
    Jun 19, 2013. 08:17 AM | 7 Likes Like |Link to Comment
  • Microsoft (MSFT) finally releases a version of Office for the iPhone. But the app requires an Office 365 subscription, and while users can create/edit Word and Excel docs, they can't yet do the same for PowerPoint. Interestingly, Microsoft tells The Verge it doesn't plan to create an iPad app, arguing the Office Web Apps are available. With mobile productivity apps typically going for $10 apiece or less (much less than PC Office app licenses or 365 subscriptions), Microsoft seems more interested in using Office mobile apps to drive 365 sales and differentiate Windows 8/Phone than anything else. Google (GOOG) offers its Quickoffice apps for free to Google Apps for Business subs. (previous[View news story]
    Serious document creation. No. However making last minute edits to a presentation, changing values in a spreadsheet, or updating a document. Sure, why not? I like the move. Though I do think an iPad App makes as much sense if not more. My guess on MSFT not providing one is an effort to protect the Surface.
    Jun 14, 2013. 10:46 AM | 2 Likes Like |Link to Comment
  • Intel (INTC) is "offering to pay as much as 75 percent more than traditional cable rates" to secure content for its Web TV service, Reuters reports. The higher rates likely have to do with Intel's upstart status, and its interest in offering features (e.g. an advanced cloud DVR) and more service flexibility (but not full-blown a la carte) than standard pay-TV offerings. Intel is said to have reached agreements with CBS, News Corp., and Viacom "over how their content would be distributed;" talks with NBC Universal are said to be less advanced. A March report indicated Intel had "signed off on the broad outlines of its service" with Time Warner, NBC, and Viacom. (previous[View news story]
    True. It's much more interesting to me as a consumer than an investor. I am excited to see how TV evolves over the next few years. I just don't think Intel is going to be the one that wins this new landscape. Perhaps knowing that ahead of time is why you are so lackluster about it?
    Jun 8, 2013. 10:37 AM | Likes Like |Link to Comment
  • BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location  [View article]
    When reading articles like these I feel as though Michael is a BBRY war correspondent. Keep up the good research.
    May 23, 2013. 11:17 AM | 3 Likes Like |Link to Comment