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timddeb

timddeb
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  • Royal Dutch Shell PLC: An Updated Bond Market View [View article]
    boy am I glad I don't do bonds!
    May 23, 2015. 02:35 AM | Likes Like |Link to Comment
  • The Fed's Magical Mystery Tour [View article]
    thanks for the info
    May 20, 2015. 04:08 AM | Likes Like |Link to Comment
  • Lockheed Martin - Dividends In The Aerospace And Defense Sector [View article]
    Ah but. China's expenditure is rising by factors and Russia will soon be ramping up. CLinton is likely to be the next president, so by the time the USA realises it will have to play catch up the other shoe will have dropped so to speak. The 40% will have dropped significantly. I see LMT marking time for a while then needing to really get into gear. Things like the Raphael fighter stealing some of LMT's thunder, and therefore their ability to conduct R&D will hamper the future. SO where this is leading..... LMT will do well but unless the USA wakes up to what is happening in the world the ride is short term only. After that it will be better to invest elsewhere, .... buy canned goods, ammo and pray a lot.
    May 13, 2015. 01:55 PM | Likes Like |Link to Comment
  • Lockheed Martin: Nice Run, But What's Left? [View article]
    Nice article. Yiur first graph has a 20% range in the first column and a approx 4% range for the revenue. I think the graph would make a better analogy if the span of the ranges were the same. It would of course flatten on the green line.
    USA will soon have to roll back the sequestration law or suffer extreme frustration, in the true sense of the word. How is the Raphael fighter affecting LMT's moat?
    Thanks for taking the time to write
    May 12, 2015. 01:47 AM | Likes Like |Link to Comment
  • Lockheed Martin - Dividends In The Aerospace And Defense Sector [View article]
    Have you looked at the Raphael fighters being sold? How would this affect LMT?
    May 11, 2015. 06:27 AM | 1 Like Like |Link to Comment
  • Dissociative Identity Disorder Is For Markets Too [View article]
    perhaps the people affected by cheaper gas have already bought more economical cars?
    May 10, 2015. 03:02 PM | Likes Like |Link to Comment
  • The U.K.'s Utility Sector: National Grid, Part 1 [View article]
    and ball sack lost his seat, that was the best thing to come out of this election. Re referendum, they should also have asked the English if they wanted the Scots to continue being part of the union
    May 9, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • Calls For Andrew Witty's Job At GlaxoSmithKline [View article]
    Hmm, no one believes what they said at full year then?
    May 6, 2015. 11:38 AM | Likes Like |Link to Comment
  • Picking From Mediocrity [View article]
    Psst. There are other places other than the USA. Those places don't always buy from the USA. With LMT relying on overseas sales more, the competition from Europe, Russia and China (yes really) needs keeping an eye on. While I am long LMT I think long term the USA plc defense industry is heading for rougher waters. With Obama and possibly CLinton handing off the baton to others, prepare for USA as an also ran sooner than you think.
    May 4, 2015. 01:04 PM | Likes Like |Link to Comment
  • Picking From Mediocrity [View article]
    er just a thought. Is the number of French Raphael fighters being sold likely to affect the F35 rogram? This fighter is going great guns and proving it's worth against the competition. What would this do to LMT?
    May 1, 2015. 11:16 AM | Likes Like |Link to Comment
  • Picking From Mediocrity [View article]
    Long LMT. Thought a lot about Boeing, but don't like their exposure to Carbon Fibre in the airframes. I bought BA. instead. (British Aerospace) and have done rather nicely thankyou.
    May 1, 2015. 02:05 AM | 2 Likes Like |Link to Comment
  • HSBC Should Move Its HQ Back To Hong Kong, But That's Unlikely To Happen [View article]
    I had forgotten the idiotic Asian preoccupation with "Face", however, even HSBC's management should be able to overcome this and do what is best for themselves. Five years down the line there would be even more loss of face if they did not move and everyone saw what a mess they are making of a once great bank.
    Apr 28, 2015. 02:21 AM | Likes Like |Link to Comment
  • HSBC Considers Moving The Bank's Domicile Out Of The U.K. [View article]
    I see the HK as a bad move. HK is becoming an unimportant satelite city, (other free trade zones and ports) and the property bubble in HK would then burst, which is why so many HK property developers are now operating on the mainland. While HSBC might not trust the government fully they do make money in China. Anti Mainland sentiment is admitedly high, which will fade once the "locusts" realise that it is cheaper to shop in Paris than HK annd that is another reason to go to mainland China.
    Apr 27, 2015. 12:08 PM | Likes Like |Link to Comment
  • HSBC Considers Moving The Bank's Domicile Out Of The U.K. [View article]
    Negotiate with who? Mad Ed Balls or George Osbourne. Neither of them have the louse to understand the wisdom of not killing the Goose.
    As to logic in 1993, things change. In this case the profit if they stay in the UK is being stolen from them. Evolve or die.
    Apr 26, 2015. 10:08 AM | Likes Like |Link to Comment
  • HSBC Considers Moving The Bank's Domicile Out Of The U.K. [View article]
    Personally as a Brit I can't see any reason why HSBC won't move their HQ to a more favourable Tax environment. My guess would be is that it will move the HQ as a first choice to Behjing, then HK. The UK governement don't even support the UK banks with their business. When you pay the revenue for example the bank that receives your Tax is Santander, so why stay when all the chancellor is doing is levying yet more tax? Banks should be treated as a cash cow, and HSBC moving away would be the best choice. I can see other banks buying up smaller overseas banks and moving offshore as well.
    Apr 25, 2015. 10:19 AM | 1 Like Like |Link to Comment
COMMENTS STATS
386 Comments
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