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hbarc

hbarc
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  • Microsoft's Conquest Of The Tablets World Is Well Under Way [View article]
    I can hear the "bears" groaning as the MFST stock continues its upward march to the high 50's later this year.
    Apr 25, 2013. 03:19 PM | 2 Likes Like |Link to Comment
  • "Windows 8’s usability is proving an obstacle to adoption for consumers, with a learning curve that appears to be retarding growth across the industry," writes CLSA's Ed Maguire in his "downgrade" of Microsoft (MSFT) to Outperform. But he also notes 35%-40% of businesses are still on Windows XP, which Microsoft will stop supporting in a year, and that their upgrade activity could boost Windows sales (probably 7 more than 8). Meanwhile, Merrill (Neutral) estimates consumer PC weakness presents $5B in revenue risk and $0.30 in EPS risk for Mister Softee. [View news story]
    Ahem ! Ahem !

    Omen is Balmer's middle name; kind of like "I was completely balmerized by his presentation."
    Apr 12, 2013. 05:27 PM | Likes Like |Link to Comment
  • Microsoft's Windows 8 Isn't A Flop ... Yet [View article]
    What the author is LONG in is certainly not the tooth, and truly says a
    lot to boot concerning his thesis in my view of tings.

    Ahem, ahem !!!

    hbarc
    Apr 12, 2013. 05:17 PM | 1 Like Like |Link to Comment
  • Exxon Mobil (XOM) is downgraded to Perform from Outperform at Oppenheimer, which believes XOM can't maintain its $20B annual share repurchase even at higher oil and gas prices. Also, XOM is challenged just to maintain - not grow - its production organically, no discovery could be big enough to impact its valuation, and further meaningful cost savings are unlikely. [View news story]
    What a lot of hooey !!!!
    Apr 2, 2013. 12:15 PM | 2 Likes Like |Link to Comment
  • CenturyLink, Inc. (CTL) declares $0.54/share quarterly dividend, 25% decrease from prior dividend of $0.725. Forward yield 6.26%. For shareholders of record Mar. 11. Payable Mar. 22. Ex-div date Mar. 07. (PR[View news story]
    Smart move for this company to take in the long term interests of the company and its owners including me..
    hbarc
    Feb 28, 2013. 06:19 AM | 1 Like Like |Link to Comment
  • More on 3D Systems' Q3: The company now expects 2012 revenue of $345M-$365M and EPS of $1.20-$1.30, above a consensus of $343.5M and $1.12. Printer units (excludes Cube printers) +123% Y/Y, up from Q2's 112%. Gross margin of 51.8%, up 40 bps Q/Q and 350 bps Y/Y. Backlog fell to $9.3M from $12.3M. CC at 11AM ET (webcast). DDD +15.4%. SSYS +5.4%. PRLB +18.3%, lifted by its own strong Q3 report. (PR[View news story]
    Toot ! Toot !
    Next stop circa 50 I'd say in three months or so.
    I am LONG DDD.
    Don't wait for a pull back.
    All abroad for the next chug up !!!

    hbarc
    Oct 26, 2012. 08:41 PM | Likes Like |Link to Comment
  • Microsoft's Strong Fourth Quarter Results Overshadowed By Future Catalysts [View article]
    Am 75. Retired 20 years ago on my equity investments. Living off of
    the portfolio, and yet still have about $12,000 plus left a year to invest. Most of that is going into MSFT and XOM.

    I sense Microsoft is going to be a fantastic investment going forward; maybe a 5 bagger in 10 years. I could be wrong in that projection admittedly, but my investment results sort of suggest that I can spot winners and that I have the patience to wait for them to ripen. Obviously I am a "Buy and Hold" kind of guy and NOT a trader.
    Jul 24, 2012. 05:49 PM | 3 Likes Like |Link to Comment
  • Hewlett Packard (HPQ) has decided to re-enter the tablet market, this time taking advantage of Microsoft's (MSFT) forthcoming Windows 8 platform in a fresh attempt to make a stronger impact. The firm had suspended its touchPad WebOS tablet production line last year due to poor sales.  [View news story]
    Good news for Microsoft; perhaps they ought to donate to HP some "pro bono" technical advice as to how to make HP's new plan work.
    May 11, 2012. 06:05 PM | 1 Like Like |Link to Comment
  • Major Bank Stocks That Could Double In 2012 [View article]
    Just a 74 year old oaf who has accumulated over $800,000 in a portfolio of 70+ stocks by following a Buffett principle; buy really good stuff at the right price (BV or below), and hold it forever. SELL is a four letter word in my investment philosophy.
    Nov 24, 2011. 04:50 PM | 3 Likes Like |Link to Comment
  • Harvey Neiman's Favorite Large Cap Dividend Stocks [View article]
    I 'm now in my 75th year on this planet.

    Been investing for the last 40 years or so.

    The market is a great teacher. Took me many years to realize CHEAP does not equate to an opportunity to realize gains down the road. That said, I figure the tuition paid by me to GREED UNIVERSITY, defined as capital losses, was a blessing in disguise in retrospect.

    Nothwithstanding those setbacks, my portfolio today is worth approximately $800,000 in a very distressed market at this time
    and even allowing for withdrawals to pay cash for my daughter's college education, and underwrite the housing for my two sons and their families by giving them both a very substantial part of their down payments on their houses some years ago. Not bad, eh.

    I am now transitioning the mix of my total holdings now to emphasize an A+ or better rated "Growth and Income" portfolio,
    and intend to really tackle that task beginning in 2012 for my capital gains liability this year is too high to add to it for 2011.

    I will probably retain my holdings in PG, INTC, JNJ, GPC, and XOM, and substitute the likes of HPI (a closed end fund)
    and other no load funds of the same kind of composition and quality as HPI seemingly in the Vanguard family and/or elsewhere.

    The purpose of this pruning is that managing over 80 stocks is a
    burden for me now at my age to watch and manage, and I want to simplify the portfolio so that my wife, who is ten years younger than me:

    1; will not have to manage anything ...her currently imaged solution is to sell all and put it in CDs @ 1.5% (GAWD !!!) when I croak;

    and 2; the income resulting from this crafted transition should generate an extra $50,000 + for her annually, (incidentially that is almost more than double my pension taken almost 20 years ago), and more than enough to keep her out of the poorhouse;

    and 3; leave enough extra income for her to help out our eight grandchildren as their needs arise in the future after I am long gone;

    and lastly 4; perhaps leave a financial legacy for the grandchildren eventually.

    Any conservative and very safe investment vehicles consistent with my goal would be welcomed as suggestions for my review and possible incorporation into my transitional plan. Just the names and symbols of proposed vehicles only please as I really do not need to know why you are proposing a particular stock, preferred stock, convertible bond etc, as I will figure that out myself.

    Cheers,

    hbarc


    Nov 22, 2011. 11:38 PM | Likes Like |Link to Comment
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