Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
scott
Many people have bought low but did not sell high for many reasons, as a result they left money on the table. Since the high of 705 you have left $270 per share on the table. now many use cost of funds trading and sell when they get a 20% profit, in many cases they leave money on the table but their win / loss ratio exceeds 99% of the mutual fund managers. I started trading at 15 with my fathers help and by age 25 after getting out of the army I have measured my performance based on the s & p and I have always beat it every year. EXAMPLE THIS ARTICLE 79% of fund managers didn't beat the S&P By Beth Braverman@MoneyFebruary 23, 2012
Always ask what an investors realized gains are, so you get a correct idea how someone is doing. last year I realized 126K while my unrealized was up an 412K for 2012
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
Michael
CEO are for the most part over paid and unfortunately like S B stay past their time. Please tell me in MSFT case the amount of funds that were paid in fines. I believe any fines a corporation incurs should be paid by management and directors. Shareholders should not be at risk for bad behavior. You mentioned jack Welch and I like him but Immelt is in the same league as S B and Johnson
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
scott since jobs died your going down the tube enjoy the ride I shorted apple when everyone was in hosanna mode. made 50k and put that money in CLMT on dec 1 and up over $7 per share.
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
THOMAS what wrong with being a good owner (shareholder) and ensuring integrity in management. (in theory great)
At the present moment those companies incorporated in Delaware are not required to do anything based on proxy votes except drop individual director. It would be nice if it became mandatory. True many companies would honor your vote but its not in stone.
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
ash
MSFT does have a enormous revenue base but it also has an abnormal cost structure. every time you see an update which was not put into the system at the beginning is a wasted cost. In 1965 my first year with computers, there was a ten commandments of programming. Over 45 years later MSFT still make the same mistakes therefore management needs to weed out the poor programmers.
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
ashraf
It's not a question of healthy and growing.
the question is the growth better or worse than other companies.
Now if I ask what companies are in the same league and what position is MSFT within the league if its not at the top maybe its time to change managers. I see MSFT in third or fourth place in each category therefore I will against S B on the proxy this year
Surface RT (MSFT) sales "have slowed considerably in the last month from an already anemic pace" and could be below 50K/month, according to Detwiler Fenton's checks. Surface Pro sales are a little better - Detwiler estimates a Q1 tally of 300K-500K - in part due to limited competition from PC OEMs. The firm is counting on the launch of Windows Blue (expected to support 7" tablets) and Office's touch-friendly Gemini updates to give Windows 8 Pro tablet sales a lift. (Bloomberg) [View news story]
Microsoft Seems On The Verge Of Something Ugly [View article]
wiesje
there is another comment on SA from 4/3/13 saying surface is selling 300k-500k surface books a quarter. One of the comments said that the surface books could hit 1mil a month by end 2014. To me it's wishful thinking just like I don't see win 8 having great upgrade sales. I have a desk top that's 18mts old and two note/lap a year old(one is wife's) and a NOOK. I do not plan to buy anything for years. As a stockholder I'll cash the div checks but I hope I'm wrong and the stock will go up
Exxon Mobil (XOM) now says 12,500 barrels of oil and water have been recovered from a pipeline that ruptured Friday in Arkansas. Predictably, the spill has turned into political fodder for opponents of the Keystone XL Pipeline. Massachusetts Democrat Ed Markey says the Arkansas spill demonstrates "that transporting large amounts of this corrosive and polluting fuel is a bad deal for American taxpayers." [View news story]
mpbosua
I agree that in the world of oil its small but its between 1 and 3 billion a year in revenue. Back in the early 80's when Sunoco bought a Philadelphia refinery from a Dutch company, the head guy for Sunoco on the transaction said to me "kid invest in businesses that own refineries because no ones going to build a new one for 25 years". As a young banker with a HS diploma because I was drafted out of college and never got back. I ran with that information and now my portfolio has more than a dozen companies with refiners. I also agree with you on the export of natural gas. my portfolio ranges over good and bad as I had XTO (NOW XOM) and CHK ,SD
Surface RT (MSFT) sales "have slowed considerably in the last month from an already anemic pace" and could be below 50K/month, according to Detwiler Fenton's checks. Surface Pro sales are a little better - Detwiler estimates a Q1 tally of 300K-500K - in part due to limited competition from PC OEMs. The firm is counting on the launch of Windows Blue (expected to support 7" tablets) and Office's touch-friendly Gemini updates to give Windows 8 Pro tablet sales a lift. (Bloomberg) [View news story]
ANIL Do you really believe that msft surface at less 200k a month will go to 1mil a month within 7 quarters. I doubt it but as a shareholder. I hope your right and that I have it wrong
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
Many people have bought low but did not sell high for many reasons, as a result they left money on the table. Since the high of 705 you have left $270 per share on the table.
now many use cost of funds trading and sell when they get a 20% profit, in many cases they leave money on the table but their win / loss ratio exceeds 99% of the mutual fund managers.
I started trading at 15 with my fathers help and by age 25 after getting out of the army I have measured my performance based on the s & p and I have always beat it every year.
EXAMPLE THIS ARTICLE
79% of fund managers didn't beat the S&P
By Beth Braverman@MoneyFebruary 23, 2012
Always ask what an investors realized gains are, so you get a correct idea how someone is doing.
last year I realized 126K while my unrealized was up an 412K for 2012
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
CEO are for the most part over paid and unfortunately like S B stay past their time. Please tell me in MSFT case the amount of funds that were paid in fines. I believe any fines a corporation incurs should be paid by management and directors. Shareholders should not be at risk for bad behavior.
You mentioned jack Welch and I like him but Immelt is in the same league as S B and Johnson
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
since jobs died
your going down the tube enjoy the ride
I shorted apple when everyone was in hosanna mode.
made 50k and put that money in CLMT on dec 1
and up over $7 per share.
cook will be cooked!!!
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
what wrong with being a good owner (shareholder) and ensuring integrity in management.
(in theory great)
At the present moment those companies incorporated in Delaware are not required to do anything based on proxy votes except drop individual director. It would be nice if it became mandatory. True many companies would honor your vote but its not in stone.
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
MSFT does have a enormous revenue base but it also has an abnormal cost structure. every time you see an update which was not put into the system at the beginning is a wasted cost.
In 1965 my first year with computers, there was a ten commandments of programming. Over 45 years later MSFT still make the same mistakes therefore management needs to weed out the poor programmers.
Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
It's not a question of healthy and growing.
the question is the growth better or worse than other companies.
Now if I ask what companies are in the same league and what position is MSFT within the league if its not at the top maybe its time to change managers.
I see MSFT in third or fourth place in each category therefore I will against S B on the proxy this year
The Right And Wrong Reasons To Hate General Electric [View article]
Thank you.
With the debt and changing tech, I am uncertain.
General Electric Broadens Its Oil & Gas Portfolio With Lufkin Acquisition [View article]
GE has been in oil & gas for a long time.
General Electric Broadens Its Oil & Gas Portfolio With Lufkin Acquisition [View article]
over the years GE has been said to have paid to much for many companies however most turned out to be well planned acquisitions
The Right And Wrong Reasons To Hate General Electric [View article]
Looks like a good idea but how much exposure does UTX have on the military side.
Surface RT (MSFT) sales "have slowed considerably in the last month from an already anemic pace" and could be below 50K/month, according to Detwiler Fenton's checks. Surface Pro sales are a little better - Detwiler estimates a Q1 tally of 300K-500K - in part due to limited competition from PC OEMs. The firm is counting on the launch of Windows Blue (expected to support 7" tablets) and Office's touch-friendly Gemini updates to give Windows 8 Pro tablet sales a lift. (Bloomberg) [View news story]
4 Reasons Why Bank Of America Should Trade Back Down To $11 [View article]
EUROPE CHOKING
BUY THE BANKS
Microsoft Seems On The Verge Of Something Ugly [View article]
there is another comment on SA from 4/3/13 saying surface is selling 300k-500k surface books a quarter. One of the comments said that the surface books could hit 1mil a month by end 2014.
To me it's wishful thinking just like I don't see win 8 having great upgrade sales. I have a desk top that's 18mts old and two note/lap a year old(one is wife's) and a NOOK. I do not plan to buy anything for years. As a stockholder I'll cash the div checks but I hope I'm wrong and the stock will go up
Exxon Mobil (XOM) now says 12,500 barrels of oil and water have been recovered from a pipeline that ruptured Friday in Arkansas. Predictably, the spill has turned into political fodder for opponents of the Keystone XL Pipeline. Massachusetts Democrat Ed Markey says the Arkansas spill demonstrates "that transporting large amounts of this corrosive and polluting fuel is a bad deal for American taxpayers." [View news story]
I agree that in the world of oil its small but its between 1 and 3 billion
a year in revenue. Back in the early 80's when Sunoco bought a Philadelphia refinery from a Dutch company, the head guy for Sunoco on the transaction said to me "kid invest in businesses that own refineries because no ones going to build a new one for 25 years". As a young banker with a HS diploma because I was drafted out of college and never got back. I ran with that information and now my portfolio has more than a dozen
companies with refiners. I also agree with you on the export of natural gas. my portfolio ranges over good and bad as I had XTO (NOW XOM) and CHK ,SD
Surface RT (MSFT) sales "have slowed considerably in the last month from an already anemic pace" and could be below 50K/month, according to Detwiler Fenton's checks. Surface Pro sales are a little better - Detwiler estimates a Q1 tally of 300K-500K - in part due to limited competition from PC OEMs. The firm is counting on the launch of Windows Blue (expected to support 7" tablets) and Office's touch-friendly Gemini updates to give Windows 8 Pro tablet sales a lift. (Bloomberg) [View news story]
Do you really believe that msft surface at less 200k a month will go to 1mil a month within 7 quarters. I doubt it but as a shareholder.
I hope your right and that I have it wrong