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sheeple2012

sheeple2012
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  • As expected, Cyprus overwhelmingly rejects Brussels' bailout plan which would have haircut bank deposits, the 56-seat parliament voting 36 against and 19 abstaining (1 member wasn't present). Stocks are bouncing off the lows, the S&P 500 -0.3%[View news story]
    Now will Brussels have the balls to kick them out of the Euro, thus setting another horrible precedent?
    Mar 19, 2013. 02:45 PM | Likes Like |Link to Comment
  • H-P (HPQ) wants a whopping $4B in damages from Oracle (ORCL) over the software giant's decision to discontinue support for Intel's Itanium server CPUs. Look for H-P to point to its plummeting high-end server sales (-24% Y/Y in FQ1) as evidence of the damage Oracle caused. Look for Oracle, which resumed supporting Itanium after a judge ordered it to, to argue demand for "Itanic" was diving anyway as enterprises embraced x86 servers, and that Intel's own commitment to the platform is lukewarm[View news story]
    is this Meg Whitberg's new strategy for growth?
    Mar 19, 2013. 01:46 PM | Likes Like |Link to Comment
  • Natural organic food seller Annie's (BNNY -0.4%) and Hain's Celestial (HAIN +4.7%) could both by oversold due to recent negative reports which clipped shares. Hain Celestial is the better pick of the two due to its lower valuation and its dominance position in the market, according to Jim Cramer (video). [View news story]
    Sad that Cramer can still move stocks around after so many horrendous calls...
    Mar 19, 2013. 01:34 PM | 1 Like Like |Link to Comment
  • An upgrade to Overweight from Morgan Stanley's Katy Huberty leads H-P (HPQ +2.7%) to touch levels last seen in spring 2012. Huberty praises Meg Whitman for getting execs to "consider free cash flow implications" for their moves (as compared with a traditional focus on revenue/EPS), and thinks lower capex and an improved cash conversion cycle could lead to $3.45/share in annual free cash flow, $1/share better than what management has been forecasting. H-P has now roughly doubled from its Nov. '12 low. [View news story]
    I'm assuming she had it as an "equal weight" from 11.50? lol...
    Mar 18, 2013. 11:58 AM | 1 Like Like |Link to Comment
  • Australia faces a "massive hit to government revenues" that "will inevitably continue to impact beyond the current year," says Treasurer Wayne Swan. The deficit increased a further A$4.6B ($4.8B) in the first four weeks of 2013 - above Swan's February estimate of A$2B - taking the total shortfall for the first seven months of the fiscal year to A$26.8B. [View news story]
    Wayne Swan, meet Black Swan: Cyprus
    Mar 17, 2013. 12:09 PM | Likes Like |Link to Comment
  • Lennar (LEN) CEO Stuart Miller is bullish on the housing market. "We are clearly in the midst of a recovery," he says. "Prices are moving up not because costs are moving up so much, but because demand is getting so strong." Just look at Nevada, one of the nation's hardest hit by the housing collapse. Despite a 334% surge in new foreclosures, builders are ramping up production. Housing starts in Las Vegas are up nearly 100% from a year ago. Miller says he wouldn't be surprised to housing starts get to 1.7M, even 2M nationwide at some point when the recovery really kicks in. [View news story]
    look what the Bernank has wrought, even Greenspan is crawling out of his crypt to give his approval.... good grief... well gotta go I'm off to a house flipping seminar
    Mar 16, 2013. 08:36 PM | 1 Like Like |Link to Comment
  • Chipotle Mexican Grill: The High Multiples Are Justified [View article]
    bottom line this is a 15% grower (maybe) trading at 31x forward earnings, one of the most overvalued stocks that I follow
    Mar 16, 2013. 06:23 PM | 2 Likes Like |Link to Comment
  • SAP (SAP) has developed a one-stop shop scouting database for the NFL that aggregates and sorts all the data which teams use to pick players. The San Francisco 49ers already deploys the software despite it still being in development. Should the product be successful in football, SAP hopes to transfer it to other sports as it looks to gain a new and potentially large revenue stream. [View news story]
    My prediction: a glitch in the software will cause the Jets to draft a kicker in the second round... again
    Mar 10, 2013. 11:10 AM | 6 Likes Like |Link to Comment
  • They're back. Jim Glassman and Kevin Hassett - who brilliantly penned Dow 36,000 at the peak of late 90s bubble - say that goal is again within reach. All we need is for the Dow to rise another 117% in the next 4 years like it has in the last 4 years, and then tack on another 5K points. There. Simple. Sheesh. [View news story]
    Zimbabwe had a hell of a rally too
    Mar 7, 2013. 01:12 PM | Likes Like |Link to Comment
  • Facebook (FB +3.3%) catches a bid ahead of its 1PM ET news feed announcement, which will reportedly feature the launch of content-specific feeds. Gene Munster went on CNBC (video) this morning to declare Facebook a better growth play than Google. "Over the next 5-10 years, Google is a much more reliable play. If you're looking for more aggressive money, I'd own Facebook ... they should trade at a higher multiple than Google." Facebook currently trades at 44x 2013E EPS after backing out net cash, whereas Google trades at 15x. [View news story]
    Gene Munster has less cred than Eddie Munster, after his constant and incessant Apple cheerleading... 705-425 thanks Gene should I double down here? !
    Mar 7, 2013. 01:01 PM | 1 Like Like |Link to Comment
  • Fed Vice Chair Janet Yellen surprises no one, calling for the central bank to press on with its asset purchases. It's the usual story - the benefits are obvious, the costs negligible, if any. QE will continue, she says, until there is substantial improvement in the outlook for the labor market. [View news story]
    uh, no. try about 3.5% on the S&P
    Mar 4, 2013. 05:18 PM | Likes Like |Link to Comment
  • Fed Vice Chair Janet Yellen surprises no one, calling for the central bank to press on with its asset purchases. It's the usual story - the benefits are obvious, the costs negligible, if any. QE will continue, she says, until there is substantial improvement in the outlook for the labor market. [View news story]
    "Titanic received a series of warnings from other ships of drifting ice in the area of the Grand Banks of Newfoundland. Nonetheless the ship continued to steam at full speed, which was standard practice at the time. It was generally believed that ice posed little danger to large vessels and Captain Smith himself had declared that he could not "imagine any condition which would cause a ship to founder. Modern shipbuilding has gone beyond that..."
    Mar 4, 2013. 08:31 AM | 5 Likes Like |Link to Comment
  • If you've been on the sidelines during the market's recent run, don't worry, there's more upside to come, says Goldman's Abbie Joseph Cohen. This rally's real, and the fundamentals are there to support it Cohen says. She pegs fair value for the S&P 500 at 1,575 — a 4% premium to yesterday's close. "There are other models, including the Fed model, that show fair value as high as 1,700 or 1,750." [View news story]
    "In 2001, she called for 1,650 S&P 500; it was 1,148. In 2002, she called for S&P 500 to end at 1,425; it was 880."

    She also called for 1675 at year-end 2008...roflmao!
    Mar 2, 2013. 08:28 AM | 1 Like Like |Link to Comment
  • If Not For That Pesky Sequester [View article]
    let's take our cues from the head of a bank that would be dead and buried of not for govt help and re-writing of accounting rules... lol!
    Mar 1, 2013. 04:08 PM | 3 Likes Like |Link to Comment
  • Buffalo Wild Wings (BWLD +4%) is a favorite stock to trot out as a casualty of pressures on U.S. consumers and higher food input costs, but hedge funds are keeping the faith. Insider Monkey notes Tiger Consumer Management recently upped its position and 17 other funds or notable investors have a stake. (BWLD hedge fund positions[View news story]
    Great buy at 23x forward earnings with 14% growth, sounds like a 3 bagger at least!
    Mar 1, 2013. 02:05 PM | 1 Like Like |Link to Comment
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