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  • Ford hits a new gear in Russia [View news story]
    Thank you for the link.
    Apr 25, 2015. 01:16 PM | Likes Like |Link to Comment
  • Despite Margin Concerns, PPG Industries' Acquisitions Will Help It Deliver Upside [View article]
    Chuck Bunch has done a very good job at PPG as the CEO. With Toyota's recent announcement of entering Mexico and Ford adding a drive train and engine plant to Mexico, PPG's investment in Comex is looking even better.
    Apr 15, 2015. 08:00 PM | Likes Like |Link to Comment
  • Ford hits a new gear in Russia [View news story]
    Tdot, I think J38... was discussing the Russian market.
    Apr 13, 2015. 03:44 PM | Likes Like |Link to Comment
  • Ford hits a new gear in Russia [View news story]
    5 years from now this will appear to be a great investment by F into Russia assuming Putin does not enter the Baltics or invade the eastern states of the former USSR. Putin is a wild card in a game of Dr. Pepper poker where 10's 2's and 4's are wild.

    I don't think the cost-benefit analysis guys at F attended the meeting when F's execs opted to start production.
    Apr 11, 2015. 07:33 PM | Likes Like |Link to Comment
  • Investors React Negatively To Alcoa's Revenue Miss [View article]
    I read the AA conference call and came away impressed. I then read from the FT that the Chinese were about to boost aluminum and iron ore production thus increasing supply of both commodities.

    I'll pass on AA for now.
    Apr 10, 2015. 03:32 PM | Likes Like |Link to Comment
  • Criteo Continues To Build A Pivotal Positioning In Automated Ad Targeting [View article]
    How did you know it was Criteo that is providing an ad for Orvis?
    Apr 7, 2015. 07:34 PM | Likes Like |Link to Comment
  • Fed's Fisher brings attention to shadow banking again [View news story]
    Non-financials don't print money ex-nihilo so their risk appetite is less. The FED ought to monitor the sector but how can they regulate a sector that they don't have any leverage with?
    Mar 31, 2015. 02:01 PM | Likes Like |Link to Comment
  • GM plans buyback to avoid proxy fight [View news story]
    Shouldn't GM save some of their cash in the event the bankruptcy judge rules that they are liable for prior defects before they filed bankruptcy?
    Mar 9, 2015. 08:46 PM | 1 Like Like |Link to Comment
  • McConnell vows no default on debt [View news story]
    Did McConnell talk to Boehner and the House Republican caucus?
    Mar 9, 2015. 08:43 PM | Likes Like |Link to Comment
  • Seventy Seven Energy: An Undervalued Oilfield Service Spin-Off With The Potential To Provide Asymmetric Returns [View article]
    Achilles Research:

    I agree with much of your sentiment after reading SSE's earning release. I've yet to read their conference call transcript or hear it.

    The reason I am writing is within the body of the earnings report is a discussion about rigs. SSE mentioned adding four new rigs in their Tier 1 group, which as I recall were Peake....

    I've read that the reason for the overall market rig diminution beside cuts in cap ex is the older rigs are not as productive as the newer rigs that are coming online and therefore some of the older rigs are being replaced by the new models.

    With this in mind, what percentage of these newer rigs does SSE have in the field as percentage of all their rigs?
    Mar 3, 2015. 02:16 PM | Likes Like |Link to Comment
  • Rocket Fuel -20.9% on revenue miss, very weak guidance [View news story]
    IMO it is too late for FUEL to right the ship regarding advertisers. Criteo developed this relationship a long time ago so FUEL will have to play major catch up. And since Criteo customers are renewing and increasing their ad buying per next quarter's guidance, FUEL will need to provide program ad buying that surpasses Criteo.

    Criteo has over 4 quarters of beating revenues on guidance and earning a profit. With this in mind, FUEL has an uphill battle that thus far has shown that it can't win against Criteo.

    FUEL was growing significantly passed analysts' expectations until this quarter and are now forecasting less growth next quarter than last years revenue. IMO they are not a growth story anymore.

    I sold this morning all shares that I owned.
    Feb 20, 2015. 02:10 PM | Likes Like |Link to Comment
  • Rocket Fuel -20.9% on revenue miss, very weak guidance [View news story]
    Time for me to take losses in this stock and sell. They are guiding lower from year or year next quarter and they won't provide guidance for the full year. OUCH!

    Criteo just reported and beat on revenue increase percentage, turned a profit had better margins, than FUEL then provided a better FY '15 guidance than expectations.

    I have to agree with kevn1111. This stock is not growing anymore like it should.
    Feb 19, 2015. 06:49 PM | Likes Like |Link to Comment
  • Devon Energy rises AH as operating revenue more than doubles [View news story]
    Since EOG reported a net income of over 400 million on a GAAP basis the point that I was making about DVN is that management is not as resourceful as they would like us to think. The products that DVN and EOG are the same and their respective oil, nat gas and NGLs volumes are in the same ballpark on a percentage basis of revenue.

    DVN is also reducing Cap Ex by 20% whereas EOG is reducing by 40%.

    All in all a bad report for DVN. That was my point.
    Feb 18, 2015. 06:24 PM | Likes Like |Link to Comment
  • Devon Energy rises AH as operating revenue more than doubles [View news story]
    On a GAAP basis DVN lost over 400 million. I haven't drllled down why (no pun intended).
    Feb 17, 2015. 07:31 PM | Likes Like |Link to Comment
  • Ford Has A Once-In-A-Lifetime Opportunity To Reset Its Borrowing Costs [View article]

    As some of the commenters have discussed, if the F bonds are not callable, why would a bond holder sell the bond back to F? Ford cannot force them to sell their bonds back to F.

    On the other hand if F provided an incentive, hence paid a premium, F would have to pay for most of the lost interest income for the life of the bond plus the current appreciation of the bond. I think it would be more expensive than just riding this if factoring in the the underwriting fees, prospectus, etc., costs.

    I would be interested in your thoughts regarding the financial impact on this buyout given that the bonds are not callable and what amount in savings you think F would accrue over the next ten and twenty years?
    Feb 12, 2015. 08:14 PM | Likes Like |Link to Comment