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FredinWhiteRock

FredinWhiteRock
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  • General Electric: A New Competitor Arises For Alstom [View article]
    President Hollande is grabbing as much political capital as he can. I don't believe that France would be happy selling to a German company. Alstom is looking at negative years ahead on its own so, a deal will get done or the taxpayers will have to pick up the tab. GE will ultimately win this one with a few more francs and some promised job security and considerations.
    Apr 28, 2014. 11:15 AM | 2 Likes Like |Link to Comment
  • Why Intel TV Will Fail [View article]
    No, I'm quoting my first hand experience. The kids are watching the shows and deleting them. I also witness the youth sharing Netflix account access information at school.
    Feb 15, 2013. 01:35 PM | Likes Like |Link to Comment
  • Why Intel TV Will Fail [View article]
    Most of the youth that I know download and/or stream all the TV programs that they want to watch from P2P sites on the internet without paying any extra fees. I doubt that Comcast and Disney can stop this. I think that TV is following the declining revenue arc of the music industry. I see the most likely outcome being a flat-rate fee for 24/7 streaming of all content bought through a single provider.
    Feb 14, 2013. 03:37 PM | 1 Like Like |Link to Comment
  • After Mark Hurd resigned as H-P's (HPQ) CEO in 2010, Steve Jobs told Hurd and other friends he feared H-P's board would now "send the company spiraling into chaos," according to BloombergBusinessweek. As Jobs' fears have arguably been realized, many inside H-P have accused Hurd of mortgaging H-P's future. But while some of those critiques may be valid, "they fail to capture why HP’s prospects got so much worse so quickly after Hurd left," the magazine notes The constant through it all has been chairman Ray Lane, accused at times of filling H-P's oft-criticized board with cronies. [View news story]
    Britney Spears turned down $15 million for one season as a judge of XFactor. I don't know what Meg is worth but I do know that it is much harder to lead a turnaraound than it is to ride a winner.
    Jan 12, 2013. 07:44 PM | 4 Likes Like |Link to Comment
  • Hope For Microsoft Cloud [View article]
    Long MSFT and about even. Considering buying more but worried about macro economic downturn killing demand for enterprise technology.
    Dec 19, 2012. 06:17 PM | Likes Like |Link to Comment
  • Microsoft's Fiscal Cliff [View article]
    I believe that the biggest story by the end of 2013 will be how tablets running Microsoft Office have revolutionized and dominate the computer industry. Long MSFT, INTC, GOOG, AAPL.
    Dec 4, 2012. 12:50 PM | 1 Like Like |Link to Comment
  • What Will Happen When The Surface Pro Isn't The Only Flagship Windows 8 Tablet In Town? [View article]
    Long MSFT. I will be thrilled to see Windows 8 and MS software proliferate the tablet world on every brand. It smells similar to the time when VHS killed Beta and when Wintel relegated Apple to the role of minor player in the PC world.
    Dec 1, 2012. 09:00 PM | 2 Likes Like |Link to Comment
  • Facebook Insiders Play Public Market For Fools [View article]
    At the current price, Facebook is no better than a long-odds gamble based on its present information.
    Nov 29, 2012. 12:57 PM | Likes Like |Link to Comment
  • Microsoft: This Sell-Off Is Bogus [View article]
    Enterprise buyers can only delay refreshing their computing assets for an extra year or two. Eventually they must buy. Many shops are still running Windows 2003 software. The next upgrade cycle will be a huge one and Microsoft will champion it. Don't underestimate the effect that Windows 8 tablets will have. I expect that Samsung, Dell, Lenovo and HP will come out with their own versions within a year.
    Nov 19, 2012. 12:31 PM | Likes Like |Link to Comment
  • Paul Krugman Is Right [View article]
    Yes. The bank executives in the know should be convicted of criminal activities, do time in prison and have their individual assets gained through criminal activities seized. That would include all remuneration, bonuses and stock earned through employment in their role with the bank plus earnings on those earnings.
    Nov 18, 2012. 01:22 PM | 1 Like Like |Link to Comment
  • The Young And Restless: A Portfolio Not A Soap Opera [View article]
    Yes, I read the article several times and I stand by my comments. You recommend that youth put all their eggs in one basket. If it works they will be wealthy. More often than not they will end up broke doing that.
    Nov 17, 2012. 06:06 PM | 6 Likes Like |Link to Comment
  • Paul Krugman Is Right [View article]
    If you have a credit card limit of $10,000 and you exceed it to the point that you can't even make your minimum monthly payments then you don't deserve to have your balance wiped out. That just punishes the diligent. And if the balance was excused, and you were allowed to, you would definitely run it up again. I don't buy the "oops my bad it won't happen again" argument. That is why the bailouts to the banks was so egregious. America is the world's worst consumption glutton. Belt tightening should have occured long ago. I do agree that investment in infrastructure is a good path for government to support if pork barrel politics can be removed from the equation.
    Nov 17, 2012. 12:52 PM | 3 Likes Like |Link to Comment
  • The Young And Restless: A Portfolio Not A Soap Opera [View article]
    You have been seduced by the sexiness of the internet. Remember the dot com bust in 2001? A lot of great companies got sucked down with the bad. I wouldn't risk more than 10% to 20% of my total portfolio on these. Diversification is the foundation of a sound investment strategy.
    Nov 17, 2012. 11:16 AM | 5 Likes Like |Link to Comment
  • Did An Earnings Miss Make Wal-Mart Dirt Cheap? [View article]
    My only concern is that the stock has risen 40% in the past 18 months.
    Nov 16, 2012. 01:40 PM | Likes Like |Link to Comment
  • Investors Don't Understand Apple's Math - A Mistake [View article]
    Great information Bill. Thanks. The smartphone and tablet markets will not grow infinitely. How many people on the planet can afford and are willing to pay the high cost of these devices? As the smartphone market matures profit margins will decrease. I think that the market could peak and plateau in less than five years.Typically, premium offerings garner bigger margins and a smaller market share. Apple is currently enjoying premium margins and a large market share. Both numbers will decline even as company revenue and earnings per share increase over the next few years. In terms of the iPhone and iPAD, I believe that the competition has at least caught up with Apple in terms of functionality and close enough in terms of design. Apple is still a good company with good products and a bright future .... just not world domination! That's how I see the world. I am long AAPL.
    Nov 14, 2012. 05:47 PM | Likes Like |Link to Comment
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54 Comments
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