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wigit5

wigit5
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  • Microsoft (MSFT +1.7%) roundup: 1) Telefonica (TEF) and Microsoft plan an "enhanced marketing effort" to promote Windows Phone in the U.K., Germany, Spain, Mexico, Brazil, and Chile. The campaign, which should please Nokia (NOK), is Telefonica's latest attempt to become less dependent on iOS/Android, and thus gain more leverage for cutting subsidies. 2) Sprint (S) has launched its first Windows Phones: Samsung's 4.8" Ativ S Neo, and HTC's 4.3" 8XT. They arrive amidst reports HTC is prepping a WP8 version of its popular One phone. 3) Morgan Stanley thinks Microsoft's rumored restructuring would be "received favorably" by investors, and would "better address the integration among groups of products." [View news story]
    lol corporate espionage! I like it.
    Jun 26 12:17 PM | Likes Like |Link to Comment
  • Tesla Motors (TSLA) CEO Elon Musk sees the automaker selling 200K units per year within three or four years, according to Germany's Auto Motor & Sport magazine. TSLA +1.6% premarket. [View news story]
    "actually (probably)..." you sir... have a way with words
    Jun 26 10:03 AM | 3 Likes Like |Link to Comment
  • U.S. solar stocks rally strongly ahead of a Tuesday speech from Pres. Obama in which he's expected to outline plans to effectively double the amount of renewable energy created on public lands by 2020 (enough to power 6M homes), and to impose regulations of carbon dioxide output from U.S. power plans. First Solar (FSLR +7.6%), which received an upgrade and a bullish coverage launch yesterday, is the biggest winner, but SunEdison (SUNE +5.6%) and SunPower (SPWR +4.2%) are also doing well. [View news story]
    dangerous assumption to think that just because you don't agree with renewable energy that the same person thinks wars over oil are justified..

    although most wars are fought over some form of natural resource land/gold/oil/people/w... not that it makes it right or anything just pointing it out.
    Jun 25 01:53 PM | 1 Like Like |Link to Comment
  • U.S. solar stocks rally strongly ahead of a Tuesday speech from Pres. Obama in which he's expected to outline plans to effectively double the amount of renewable energy created on public lands by 2020 (enough to power 6M homes), and to impose regulations of carbon dioxide output from U.S. power plans. First Solar (FSLR +7.6%), which received an upgrade and a bullish coverage launch yesterday, is the biggest winner, but SunEdison (SUNE +5.6%) and SunPower (SPWR +4.2%) are also doing well. [View news story]
    Prepare for whining about high energy costs in 6 months to a year.
    Jun 25 01:05 PM | Likes Like |Link to Comment
  • Barnes & Noble (BKS): FQ4 EPS of -$2.11 misses by $1.12. Revenue of $1.28B (-7.4% Y/Y) misses by $0.05B. (PR[View news story]
    I don't see how they do it but I hope they survive... it's nice to go into their stores have a drink and get a book/puzzle.
    Jun 25 08:39 AM | Likes Like |Link to Comment
  • Don't kid yourselves, writes Ambrose Evans-Pritchard, the Fed has tightened, and tightened significantly even in the face of core PCE inflation lower than it was when the Fed was worried enough about deflation to launch QE. St. Louis Fed chief Bullard: "This was tighter policy. It's all about tighter policy." Pritchard: "I hope the Fed knows what it is doing." [View news story]
    These guys have put themselves in a damned if you do, damned if you don't situation...
    Jun 24 04:14 PM | Likes Like |Link to Comment
  • Coal stocks (KOL -2.8%) are sliding with the latest statistics from China showing steel production trends declined in late May. Another data point this week: U.S. coal shipments fell 31% M/M in April with high production costs and oversupply in Asia for met coal driving the decline. BTU -4.3%, ACI -6.4%, ANR -4.8%, CNX -2.8%, CLF -4.7%, YZC -4.8%. Trading halted in WLT, -17.3% (earlier). [View news story]
    Yeah unjustly so though as some of the names already refinanced debt.

    But I understand the sector is out of favor, and the reduced steel production is reason to worry short term but seeing as the market for both steel and coal have been over supplied all year I'm not surprised personally.
    Jun 14 02:35 PM | 1 Like Like |Link to Comment
  • Coal stocks (KOL -2.8%) are sliding with the latest statistics from China showing steel production trends declined in late May. Another data point this week: U.S. coal shipments fell 31% M/M in April with high production costs and oversupply in Asia for met coal driving the decline. BTU -4.3%, ACI -6.4%, ANR -4.8%, CNX -2.8%, CLF -4.7%, YZC -4.8%. Trading halted in WLT, -17.3% (earlier). [View news story]
    This makes sense more so then walter refinance debacle
    Jun 14 02:22 PM | Likes Like |Link to Comment
  • Walter Energy (WLT -12.8%) dives after Forbes reports the company withdrew a proposed $1.55B debt refinancing offer due to "market conditions." Other coal stocks are also off: BTU -4.5%. ACI -7.1%. CLF -3.5%. ANR -5.1%. OXF -3.1%. JRCC -3.3%. CLD -4.1%[View news story]
    I believe $JRCC already did theirs too if I'm not mistaken but I can't recall ....
    Jun 14 02:09 PM | 2 Likes Like |Link to Comment
  • Walter Energy (WLT -12.8%) dives after Forbes reports the company withdrew a proposed $1.55B debt refinancing offer due to "market conditions." Other coal stocks are also off: BTU -4.5%. ACI -7.1%. CLF -3.5%. ANR -5.1%. OXF -3.1%. JRCC -3.3%. CLD -4.1%[View news story]
    He isn't a contributor anymore, but they aren't all going BK. I'm surprised Patriot thinks it will make it out of BK by the end of year but I don't expect to see any other BK short term. Most have moved debt around and refinanced. Bought time in other words to see if prices will turn
    Jun 14 02:03 PM | 1 Like Like |Link to Comment
  • Microsoft (MSFT) finally releases a version of Office for the iPhone. But the app requires an Office 365 subscription, and while users can create/edit Word and Excel docs, they can't yet do the same for PowerPoint. Interestingly, Microsoft tells The Verge it doesn't plan to create an iPad app, arguing the Office Web Apps are available. With mobile productivity apps typically going for $10 apiece or less (much less than PC Office app licenses or 365 subscriptions), Microsoft seems more interested in using Office mobile apps to drive 365 sales and differentiate Windows 8/Phone than anything else. Google (GOOG) offers its Quickoffice apps for free to Google Apps for Business subs. (previous[View news story]
    I think that is kind of the point if you pay for 365 it doesn't really matter what you use to access it your paying MSFT for the sub they could care less what you put it on.
    Jun 14 01:51 PM | Likes Like |Link to Comment
  • Walter Energy (WLT -12.8%) dives after Forbes reports the company withdrew a proposed $1.55B debt refinancing offer due to "market conditions." Other coal stocks are also off: BTU -4.5%. ACI -7.1%. CLF -3.5%. ANR -5.1%. OXF -3.1%. JRCC -3.3%. CLD -4.1%[View news story]
    $ANR already did their refinancing so not sure why this news affects them...
    Jun 14 01:44 PM | 2 Likes Like |Link to Comment
  • Chesapeake Energy (CHK -1.2%) shareholders fail to approve a proposal to declassify the company's board of directors, a step that would have made it easier to replace the entire board all at once. The board actually had supported a change which would have eliminated the current board structure, where each of the eight directors serves a staggered three-year term. [View news story]
    lol CHK shareholders can't help themselves even when the board is telling them too...
    Jun 14 12:30 PM | 5 Likes Like |Link to Comment
  • Microsoft (MSFT) finally releases a version of Office for the iPhone. But the app requires an Office 365 subscription, and while users can create/edit Word and Excel docs, they can't yet do the same for PowerPoint. Interestingly, Microsoft tells The Verge it doesn't plan to create an iPad app, arguing the Office Web Apps are available. With mobile productivity apps typically going for $10 apiece or less (much less than PC Office app licenses or 365 subscriptions), Microsoft seems more interested in using Office mobile apps to drive 365 sales and differentiate Windows 8/Phone than anything else. Google (GOOG) offers its Quickoffice apps for free to Google Apps for Business subs. (previous[View news story]
    Seems like a smart move wonder how this will help drive 365 adoption
    Jun 14 09:24 AM | Likes Like |Link to Comment
  • While producer prices may have risen more than expected and the most since February last month, don't expect anyone to get too bent out of shape. Stripping out food and energy — which rose 0.6% and 1.3% respectively thanks to a spike in prices for the always dangerous combination of eggs, imitation cheese, and gasoline — wholesale prices rose only 0.1% (nicely in line with estimates) and just 1.7% Y/Y. The accepted interpretation from Reuters: "Underlying inflation pressures remained muted, which could argue against an early scaling back of QE." [View news story]
    Can't wait to see nat gas at 5$ once all the coal plants shut down... will enjoy every bit of those energy bills lol
    Jun 14 09:19 AM | Likes Like |Link to Comment
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