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TwistTie

TwistTie
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  • EMC Corp: A $25 Data Solution Stock Ready To Go To $30 [View article]
    Finally!

    I was hoping they would do this.
    May 30 10:54 AM | Likes Like |Link to Comment
  • Herbalife As An LBO/Private Equity Target? Balance Sheet Says Maybe Not [View article]
    What is Mr. Icahn trying to accomplish by buying a big stake in HLF?
    May 30 10:48 AM | Likes Like |Link to Comment
  • U.S. telcos are having a rough day. A general selloff in high-yield stocks could be a factor, but not all of the decliners pay huge dividends (if any). VZ -2.9%. WIN -2.7%. CTL -2.4%. CBB -2.5%. CBEY -4.7%. TWTC -2.1%. TDS -2.6%. SHEN -7.4%. Volatile Latin American carrier NII Holdings (NIHD -7.2%) is also selling off. [View news story]
    It's the PEG-walk.
    May 29 01:46 PM | Likes Like |Link to Comment
  • Vodafone's 45% Stake In Verizon Wireless Makes It Worth $45 Per Share - A 45% Premium [View article]
    The VOD BOD has just completed a sleight of hand course and is collectively palming $15/share.

    VoilĂ !
    May 29 01:22 PM | Likes Like |Link to Comment
  • Major ports in California report a 3.5% YTD rise in container volume, a mark which could bode well for the trucking sector. While J.B Hunt Transportation (JBHT), Celadon Group(CGI), Marten Transport (MRTN) , Heartland Express (HTLD), Amerco (UHAL) could see a Q2 lift - Knight Transportation (KNX) and Swift Transportation (SWFT) are two companies to watch with their focus on delivering for big box retailers. [View news story]
    I love all things "container".

    SWFT is on my BUY list.

    What about CHRW? Do they haul containers out of California?
    May 29 12:01 PM | Likes Like |Link to Comment
  • Generational Lows In Barrick Gold [View article]
    I'm buying.

    It is a sick-to-my-stomach feeling as opposed to bullishness.

    Now I have to get back to my "Capitulation Awareness in a Highly Volatile World" seminar.
    May 29 11:45 AM | 2 Likes Like |Link to Comment
  • GE's Consumer Finance Spin-Off: Good Idea? [View article]
    Assuming that an IPO makes sense, when would it happen?

    What are the considerations for timing an IPO?
    May 29 11:15 AM | Likes Like |Link to Comment
  • When Will People Understand Ford's Debt? [View article]
    OK. OK.

    The debt's cool.
    May 28 03:16 PM | 2 Likes Like |Link to Comment
  • IDC has again raised its tablet forecasts: the firm now expects shipments to grow 58.7% in 2013 to 229.3M units. That's up from a March forecast of 190.9M units, which itself was up from a forecast of 172.4M. 55% of shipments are expected to involve sub-8" tablets vs. 27% in 2012. With IDC estimating Q1 shipments rose 142% Y/Y to 49.2M, further hikes don't seem far-fetched. Meanwhile, following a 13.9% Y/Y drop in Q1, IDC now expects PC shipments to fall 7.8% Y/Y in 2013 to 321.9M, and predicts tablet sales will outpace PC sales by 2015. Revenue crossover could take longer, given IDC forecasts a 2013 tablet ASP of $381, and a PC ASP of $635. AAPL and GOOG must be pleased, MSFT, INTC, AMD, DELL, and HPQ less so. [View news story]
    So, do I start analyzing companies based upon how pleased they are after they hear good industry-related news?

    Post-News Pleased Factor

    AAPL PNPF: 89.3
    HPQ PNPF: 72.7

    AAPL must be a screaming (a pleased sort of screaming) buy.
    May 28 02:13 PM | 2 Likes Like |Link to Comment
  • Why I'm Bearish On Seagate Technology & Western Digital [View article]
    I am a buffoon for a variety of reasons, but nevertheless, I sold calls against my shares.

    Most stuff is getting "toppy".
    May 28 02:06 PM | Likes Like |Link to Comment
  • Why Not Hedge Whole Foods By Investing In A Whole Foods' Landlord? [View article]
    This is a great idea. Thanks.
    May 28 12:38 PM | Likes Like |Link to Comment
  • A Great Time To Short Aegean Marine Petroleum Network [View article]
    ANW is rippin' it.
    May 28 12:31 PM | Likes Like |Link to Comment
  • Barrick Gold (ABX +1.2%) founder and chairman Peter Munk puts some money where his mouth is, buying 100K ABX shares for ~$2.1M earlier this month. Munk has long complained the stock is undervalued, and the purchase shows he sees better times ahead, but his 0.2% ownership position remains small given his influence. [View news story]
    I'll stop crying then.
    May 28 12:28 PM | 1 Like Like |Link to Comment
  • Good News For Oil Tankcar Manufacturers Continues [View article]
    Outstanding!

    I bought a few shares of ARII after it tanked on April 25th.

    GBX is making me wait.
    May 28 12:24 PM | Likes Like |Link to Comment
  • Three Big Pharma upgrades: Jefferies takes Merck (MRK) and Bayer (BAYRY.PK) to Buy from Hold and Deutsche Bank lifts GlaxoSmithKline (GSK) to Buy from Hold. [View news story]
    I bought several UK/European stocks over the past year.

    GSK has done well.

    My fav is ABB. It has had a great run.
    May 28 12:09 PM | Likes Like |Link to Comment
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