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rcpatrick5443

rcpatrick5443
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  • Is Nadella The Answer For Microsoft? [View article]
    Thanks for a good article, QtR. I suspect that Nadella can be successful, and, in my opinion, even Soupy Sales would have been a step up after Ballmer. Nobody knows what kind of CEO Nadella will be, but he has moved independently and impressively in his life, become well known and admired at Microsoft, and developed and run its most lucrative division. I am impressed and heartened by an article describing him as a quiet and thoughtful person who insists on quality and constantly asks questions. Microsoft has many imaginative and talented people whose capacities have been suppressed under Ballmer. I'm going long MSFT in the bet that Nadella can help the company and its stock back to prominence.
    Feb 3 02:30 AM | 1 Like Like |Link to Comment
  • Apple sued for $840M over e-book pricing [View news story]
    This is probably the worst Seeking Alpha posting I've ever seen. It blends news from last July, a vague group of litigants, an ineptly worded allusion to Apple's dispute concerning monitor Michael Bromwich (intrusiveness and high legal fees), and an unrelated reference to Apple's meetings with FDA directors. The icing on the cake is "manipulated prices in cohorts with five publishers." It's cahoots, guys!
    Feb 2 04:37 AM | 9 Likes Like |Link to Comment
  • TetraLogic Pharmaceuticsls And The Chatter About A Cure For Cancer [View article]
    This is an amazingly helpful and fair-minded overview that should be exceptionally helpful to potential investors. Thanks for bringing this information to our attention.
    Feb 1 07:20 AM | 2 Likes Like |Link to Comment
  • Golar LNG: Cheap Price With Unique Operational Advantages [View article]
    L The stats I added are from Seeking Alpha, and I agree that differences in estimates and projections can be unsettlingly large! Get well ...
    Jan 31 12:28 PM | Likes Like |Link to Comment
  • Golar LNG: Cheap Price With Unique Operational Advantages [View article]
    L

    The GLNG story is mixed, and the data you offer are significant, but I think the poster's offering his "take" is reasonable -- any of us can check out the fuller situation. GLNG's dividend yield is 5.1% over an 18% payout, its EPS is 11.98, and its ROE and ROA are 54.8% and 42% respectively.
    Jan 31 11:54 AM | Likes Like |Link to Comment
  • Golar LNG: Cheap Price With Unique Operational Advantages [View article]
    Thanks for a good article. The overall prospects are excellent and the investment in the floating storage and regasification unit seems smart and timely.
    Jan 31 10:26 AM | 2 Likes Like |Link to Comment
  • Goodyear: Low Expectations, Low Valuation - The Perfect Cocktail For A Continued Rerating [View article]
    skwestorange and AltonRa Partners

    I agree that the 2018 price target seems far too large to be true, but I've gone back to check and seen that FASTgraphs cites the current and next five years' rates of GT earnings growth at 4.4% and 41% respectively. Analysts at MSN Money estimate GT's current earnings at 17% and project the next five years at 41.1%.

    FASTgraphs lists the following annual price targets for 2014 - 1028:

    2014 $106.40
    2015 $150.06
    2016 $211.64
    2017 $298.49
    2018 $420.97
    Jan 30 03:22 AM | Likes Like |Link to Comment
  • Goodyear: Low Expectations, Low Valuation - The Perfect Cocktail For A Continued Rerating [View article]
    I am excited about GT and was amazed by the 5-year (2018) target price displayed on FASTgraphs screen: $420.97.
    Jan 29 10:52 AM | Likes Like |Link to Comment
  • Moore's Law, Not Apple, Is Driving The Mobile Market [View article]
    I agree with your perspective that Apple could price its 5C lower to compete more successfully. There seems no chance, however, for Apple to do anything that all will cheer for and support. Millions of people "second guess" Apple no matter what it develops and how much money it earns, so for Tim Cook to appear to change policy to accommodate the views of some consumers might open the floodgates for new dimensions of backseat driving.

    While this is not my favorite of your articles, you have set the bar high for commentary and I look forward to reading anything you post. Incidentally, the word that I think that you intend in your opening passage is tenets.
    Jan 29 06:56 AM | 2 Likes Like |Link to Comment
  • Apple: China Plus Icahn Equals No Brainer Valuation [View article]
    Stone Fox --

    I suppose that it could be no more than a couple dozen large shareholders to bail out on shares and skew the market. If you know something specific, I'd like to hear it.
    Jan 27 02:07 PM | Likes Like |Link to Comment
  • Apple's Disruptive Mobile Payments Could Threaten Google [View article]
    A perceptive outlook that your analysis captures exceptionally well in citing Apple's finding weaknesses in relatively new industries, reengineering concepts in novel ways, and revolutionizing them to become market leaders.
    Jan 27 07:46 AM | 6 Likes Like |Link to Comment
  • GM CEO Barra focuses on Opel [View news story]
    I have been impressed with what I have read about Mary Barra and the strong endorsement she received from her predecessor. Good things ahead for GM.
    Jan 27 07:40 AM | 2 Likes Like |Link to Comment
  • I Hit Apple's Last Two Quarters EPS Results: Here Are My December Quarter Projections [View article]
    Congratulations on your previous predictions and I hope that you're right this time, too.
    Jan 27 07:37 AM | 2 Likes Like |Link to Comment
  • Apple: China Plus Icahn Equals No Brainer Valuation [View article]
    A pretty good article with one bizarre sentence, "Most investors fear that Apple is now facing an issue of being so large that it can no longer grow." How can you presume to speak for "most" investors?
    Jan 27 07:26 AM | 2 Likes Like |Link to Comment
  • Notable earnings after Monday‚Äôs close [View news story]
    Which Monday? Are you clairvoyant?
    Jan 26 12:24 PM | Likes Like |Link to Comment
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