Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) [View news story]
Every day is new and exciting for me because I can't remember anything.
I forgot (I think) about the EMC CSCO relationship.
The spinoff of New Residential (NRZ) from Newcastle Investment (NCT) has been completed and NRZ will begin trading on the NYSE today. At the moment, NCT is indicated to open at $5.83, NRZ at $6.70 - a total of $12.53 vs. yesterday's NCT close of $12.33. (PR) [View news story]
My NRZ shares aren't showing up in my Scottrade account yet.
A €25.2M grant the Spanish government plans to offer Ford (F +2.9%) for a €419.9M project (production of the Transit Connect in Valencia) comes under EU regulatory scrutiny. At issue is whether the "project might exceed the authorized 5% increase in production in a declining market," Reuters says. F believes its request for state aid is within the law. [View news story]
But the market is going to grow when I place my order for Ribera del Duero wine.
The way things are going, we'll be buying fresh groceries on-line from Spanish farmers.
Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) [View news story]
I forgot (I think) about the EMC CSCO relationship.
I get to re-learn about it today.
Why Robert Chapman Is A Better Leading Indicator Of The True Value Of Herbalife Than Bill Ackman [View article]
Aegean Marine's $20 Stock Price Future [View article]
Aegean Marine Petrol (ANW): Q1 EPS of $0.13 misses by $0.01. Revenue of $1.57B misses by $0.16B. (PR) [View news story]
I enjoy following this company.
Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now [View article]
That's real distressing.
Does anybody have some NIM ointment?
Reasons Why Qualcomm May Be Good For Your Portfolio [View article]
The spinoff of New Residential (NRZ) from Newcastle Investment (NCT) has been completed and NRZ will begin trading on the NYSE today. At the moment, NCT is indicated to open at $5.83, NRZ at $6.70 - a total of $12.53 vs. yesterday's NCT close of $12.33. (PR) [View news story]
Anybody know how long this takes?
8 Industrial Strength Stocks With Dividend Growth [View article]
Will The Sleeping Hare Win? [View article]
If they don't hurry up and do this, I'm going to have to upgrade two old PCs.
I just bought a Samsung Note 8.0 for my wife.
She loves it and uses it all the time.
Unless Intel makes the "PC Eliminator", I have to figure out how to print web pages to an old HP printer shared on an old PC.
We won't recognize "home computing" ten years from now.
G7 Meeting And Reason For Bullish Caution [View article]
I can't believe this rally.
Maybe November 19 will turn out to be the last time ever that the S&P touches it's 200EMA and buyers of the index on that day will be canonized.
Aegean Marine Petrol (ANW): Q1 EPS of $0.13 misses by $0.01. Revenue of $1.57B misses by $0.16B. (PR) [View news story]
I'm getting confused.
From the PR, it looks like 2013 Q1 EPS is $0.15.
2012 was $0.13.
I don't have a clue if that was a miss.
Aegean Marine Petrol (ANW): Q1 EPS of $0.13 misses by $0.01. Revenue of $1.57B misses by $0.16B. (PR) [View news story]
I give them a thumbs up, but I don't know anything.
Not much AA action.
Mining Stocks, Especially Gold, Could Be A Good Investment Right Now [View article]
I'm still drooling over the ABX July 14/15 or 16 bullish put spreads.
I might get to do this next week.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
A €25.2M grant the Spanish government plans to offer Ford (F +2.9%) for a €419.9M project (production of the Transit Connect in Valencia) comes under EU regulatory scrutiny. At issue is whether the "project might exceed the authorized 5% increase in production in a declining market," Reuters says. F believes its request for state aid is within the law. [View news story]
The way things are going, we'll be buying fresh groceries on-line from Spanish farmers.
What did we do with those SSTs?