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NYCTEXASBANKER

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  • More on Microsoft's FQ3: GAAP EPS beat estimates, revenue missed slightly. Windows division revenue flat Y/Y adjusted for Windows 8 pre-sales, +23% otherwise (was +11% and +24% in FQ2). Office division revenue +5% adjusted for Office 2013 pre-sales, +8% otherwise (+3% and -10% prior). Server & Tools +11% (+9% prior), 26% of op. profit. Online Services +18%, division loss down to $262M.  Entertainment & Devices (Xbox, Skype, mobile) +33% adjusted. FY13 opex guidance lowered to $30.2B-$30.5B from $30.3B-$30.9B. Preliminary FY14 opex guidance of $31.6B-$32.2B. MSFT +1.9% AH. CC at 5:30PM ET (webcast). (PR[View news story]
    wiesje

    I'm long the stock and short calls. I just rolled apr to jun on apr 17

    I've been short calling for income for 10 years. As its in a roth it's all tax free

    I hear they are retooling window 8 to bring back the start button
    if true every cent spent should come out of S B pay
    Apr 19 11:15 AM | Likes Like |Link to Comment
  • More on Microsoft's FQ3: GAAP EPS beat estimates, revenue missed slightly. Windows division revenue flat Y/Y adjusted for Windows 8 pre-sales, +23% otherwise (was +11% and +24% in FQ2). Office division revenue +5% adjusted for Office 2013 pre-sales, +8% otherwise (+3% and -10% prior). Server & Tools +11% (+9% prior), 26% of op. profit. Online Services +18%, division loss down to $262M.  Entertainment & Devices (Xbox, Skype, mobile) +33% adjusted. FY13 opex guidance lowered to $30.2B-$30.5B from $30.3B-$30.9B. Preliminary FY14 opex guidance of $31.6B-$32.2B. MSFT +1.9% AH. CC at 5:30PM ET (webcast). (PR[View news story]
    WIESJE

    I sorry but S B has been around to long. He has wasted resources
    by not tightening up on some of the programming. Skye so far is not producing. Arg 1 acts like the Q report is good. if you use the cost of funds method most shareholders are and will be underwater even if it hit 37 in 18 months.
    Apr 19 08:36 AM | Likes Like |Link to Comment
  • More on Microsoft's FQ3: GAAP EPS beat estimates, revenue missed slightly. Windows division revenue flat Y/Y adjusted for Windows 8 pre-sales, +23% otherwise (was +11% and +24% in FQ2). Office division revenue +5% adjusted for Office 2013 pre-sales, +8% otherwise (+3% and -10% prior). Server & Tools +11% (+9% prior), 26% of op. profit. Online Services +18%, division loss down to $262M.  Entertainment & Devices (Xbox, Skype, mobile) +33% adjusted. FY13 opex guidance lowered to $30.2B-$30.5B from $30.3B-$30.9B. Preliminary FY14 opex guidance of $31.6B-$32.2B. MSFT +1.9% AH. CC at 5:30PM ET (webcast). (PR[View news story]
    yes, until the bank holiday is called
    Apr 18 11:15 PM | Likes Like |Link to Comment
  • More on Microsoft's FQ3: GAAP EPS beat estimates, revenue missed slightly. Windows division revenue flat Y/Y adjusted for Windows 8 pre-sales, +23% otherwise (was +11% and +24% in FQ2). Office division revenue +5% adjusted for Office 2013 pre-sales, +8% otherwise (+3% and -10% prior). Server & Tools +11% (+9% prior), 26% of op. profit. Online Services +18%, division loss down to $262M.  Entertainment & Devices (Xbox, Skype, mobile) +33% adjusted. FY13 opex guidance lowered to $30.2B-$30.5B from $30.3B-$30.9B. Preliminary FY14 opex guidance of $31.6B-$32.2B. MSFT +1.9% AH. CC at 5:30PM ET (webcast). (PR[View news story]
    ARG1

    EITHER you work for MSFT or you missed two accounting game moves.
    adjusted for pre-sales better known as b s.

    did you notice the line nice touch
    revenue missed slightly.
    Apr 18 11:13 PM | Likes Like |Link to Comment
  • Which British Banks Are Worth Investing In Now? [View article]
    LEE

    The short answer is nothing however 90 years ago Germany started printing 10 times more than today and crashed its economy. they wanted at all costs to pay off the french and british after WW I.
    Today the central banks want you to invest either in securities or houses for the most part.
    onewhats
    the person above my original comment thinks commodities like gold have real value which in the last week has proven false.
    He also forgets their is a carry charge and lack of income attached to metals. if he had bought in 1980 he would need a price above 2700 just to break even. Gold has always been a trade and its never an investment. in the USA the tax on gold as a metal is 35% and no capital gains discounts. To tell the truth
    most people do not pay the tax but for those who are caught
    by the IRS the average fines and penalties range between 250 and 1500% after the fact because failure to pay is fraud and their
    is a five year statue of limitations from the last proven fraud.
    their have been cases where they have gone back over 30 years.

    I got off point your best bets at the moment is MLPs in the oil and gas business until the fed starts to ease off the printing press. try4.5% or better for income
    Apr 17 01:39 PM | Likes Like |Link to Comment
  • Which British Banks Are Worth Investing In Now? [View article]
    one
    how's your commodity positions as of today
    Apr 15 12:55 PM | Likes Like |Link to Comment
  • In Concealing Whale Losses Did JPMorgan Breach Sarbanes? [View article]
    aroound

    I agree that like we do with stocks on an exchange we have a daily closing price which every body does their calculations to.
    We would need to get the Fed to be the go to place for currencies not on the CME as an example.
    We also need the requirement that instruments must be cleared through an exchange.
    I'm 66 and traded for myself calls on stocks years before the CBOE came into being my risk was the put/call broker stayed in business
    Apr 13 11:36 AM | Likes Like |Link to Comment
  • In Concealing Whale Losses Did JPMorgan Breach Sarbanes? [View article]
    around

    I have worked with derivatives for 30 years and as a risk manager
    half of the traders hated me because I would not approve trading
    in many of the synthetics. There is a place for derivatives and in some case the public has no clue of what a derivative is. As a result you hear from some people in government and media who act like derivatives have been around only 30 years instead there have been forms of derivatives before our civil war.
    Apr 12 07:33 PM | 1 Like Like |Link to Comment
  • In Concealing Whale Losses Did JPMorgan Breach Sarbanes? [View article]
    SHOCK

    Based on your statements it's going to be interesting to read the proxy ,10k and annual report.
    Apr 11 07:20 PM | Likes Like |Link to Comment
  • In Concealing Whale Losses Did JPMorgan Breach Sarbanes? [View article]
    SHOCK

    I'm surprised that as you say an "industry standard" . Most of the trading was by international banks who home countries had multiple ideas as reasonable risk. As I worked for an Asian area and European banks and each had scenarios that would generate very different results. Are you saying that JPM's audit committee did not sign off on the change?
    Apr 11 04:40 PM | Likes Like |Link to Comment
  • In Concealing Whale Losses Did JPMorgan Breach Sarbanes? [View article]
    stockexchange

    I have a problem with your statement
    JPMorgan Kept Two Sets of Books
    it gives the impression that fraud was involved.
    In the 90's when I did risk management I ran 6 scenarios
    based on interest rates and currencies by your writing
    was I keeping 6 sets of books?
    Apr 11 03:01 PM | 1 Like Like |Link to Comment
  • Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
    VANDOORMAN

    If you sit and let the dividends just roll in without any real growth, long term your portfolio dies from inflation.
    just hope when the fed takes the punch bowl away we do not suffer from carter style inflation
    Apr 11 02:47 PM | Likes Like |Link to Comment
  • Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
    evil
    was he a mutual fund salesman?
    Apr 11 12:56 PM | Likes Like |Link to Comment
  • Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
    SCOTT

    If you can take the heat (no pun we had over 160 days of 90's+ last year)
    Come on down.
    No state income tax
    and if you get a few acres with a few animals
    your prop taxes would probably be 20% of Ohio.
    and rule of thumb of north east vs. Texas
    same sq Ft house less than 50% cost
    I have no land but senior exempt
    $4600 tax on nearly 3800 sq Ft house
    cost 250k
    sold 2800 sq Ft house on long island 600k
    and 13k in taxes (2006)
    Apr 10 07:43 PM | Likes Like |Link to Comment
  • Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
    SCOTT

    As to pool your speaking of me, I can't play for s---.
    I looked at your car website and I'm drooling at the beautiful cars. Just a question but do you do any tax planning within your trading? Should you get your island, it's got to have a drag strip. Because of my age and poor knees I can only drive an automatic.
    Apr 10 07:00 PM | Likes Like |Link to Comment
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