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fiasco jones

fiasco jones
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  • Higher Profits For Canadian Pacific Rail Are A Pipe Dream [View article]
    or paired it with a CNI buy?
    Apr 22 01:29 PM | Likes Like |Link to Comment
  • Higher Profits For Canadian Pacific Rail Are A Pipe Dream [View article]
    Good article, clearly points out that this stock is not CNI, which an important distinction. Not sure I agree on the grain scenario, at least in the long-term. Growing seasons are really expanding on the prairie and the grain belt seems to be slowly but surely moving ever further north.
    Apr 22 01:27 PM | Likes Like |Link to Comment
  • Buy Canadian Oil Producers - Keystone XL Is Irrelevant [View article]
    Unfortunately they also pay their divs in CAD!
    Apr 4 03:13 PM | 1 Like Like |Link to Comment
  • Free Windows OS Is A Game Changer For Intel [View article]
    I don't think MS is particularly worried about having less fart and flashlight apps than iOS and Android.
    Apr 3 11:09 AM | 2 Likes Like |Link to Comment
  • Another Prize Slips Through Novo's Hands As Big PBM Looks Elsewhere [View article]
    good call, who wants more than triple the return of the S&P on the best managed
    drug company on the planet riding on one of the most enduring investment themes ever?
    Apr 1 04:34 PM | Likes Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    At least he made a case.
    Mar 18 02:35 PM | Likes Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    You better come up with something, because no one buys it for a second! You make a bold claim and provide no back-up, I see this on TV a lot after 1a. My guess is your discount rate is in negative territory...looking forward to the analysis, though.
    Mar 18 12:19 PM | Likes Like |Link to Comment
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    Because, to be quite honest, this is a very poor article. One of the main motivations for writing here is click generation, not quality content generation.
    Mar 18 11:43 AM | 1 Like Like |Link to Comment
  • Microsoft: A Safe Port For An Approaching Storm [View article]
    MSFT has been on a tear, thus the (likely) relatively high current beta.
    Mar 13 11:11 AM | Likes Like |Link to Comment
  • Microsoft: A Safe Port For An Approaching Storm [View article]
    definitely not 1.2
    Mar 13 11:10 AM | Likes Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    So your rationale for this valuation is a link to someone else's (Yachtman) discussion? Am I missing something? Or do I have to subscribe for the real analysis? You really ought to provide some sample analysis, I for one would love to see it.
    Mar 13 09:03 AM | Likes Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    And that's what makes a market folks! Good luck.
    Mar 12 11:34 AM | Likes Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    Just like picking any random number can make shares look bad, nice try on that (though I'm not sure what's so random about FCF/sales). Tesla has negative FCF, btw.

    Also, FCF to sales is a measure of a business, share buybacks are a measure of a CFO. Not trying to compare APPL to MSFT, just illustrating that MSFT sucks in cash (from highly sticky, non-hardware revenue streams) like no other, thus the triple A credit rating.
    Mar 11 02:11 PM | Likes Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    Beats APPl's by five and a half points is how it's looking. You trade your shorts around divs and you are truly picking up nickels.
    Mar 11 12:10 PM | Likes Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    How's free cash flow to sales looking? Seems to be missing from your tables/charts. Love to see you short this with a 3% yield. Probably plenty of shares available for shorting, though...CALPERS may have a few for you.
    Mar 11 11:47 AM | Likes Like |Link to Comment
COMMENTS STATS
88 Comments
108 Likes