Service Corporation International: A Deadly Opportunity [View article]
This company has one way of increasing revenue. Raise prices. That has been the way for years now and if you look in the markets that they are in you will find they are the highest price establishments around. I see their stock buybacks as nothing more than an attempt to keep the stock price up. As I have looked at their revenues year over year any increases are a result of their continued price increases and not as a result of inreased market share. They are literally dispised in markets such as Chicago.
Constellation Energy Group: Reasons Behind the Sell-Off [View article]
I think the board of CEG saw the handwriting on the wall and knew that the Buffet deal was going to be derailed by shareholders. I know that the divi will be greatly reduced so that the company can reduce debt, and I am alright with that since I am looking long term. Mayo and the board are a different question however. In the near future, after the deal is completed I would hope that shareholders will look to have this, group sooner if not later, replaced. I would also hope that when that occurs Mayo's golden parachute has a number of holes in it.
I am not, nor have I ever been a fan of these golden parachutes. As a stockholder in companies I am never asked how I feel about them when the are given away by the buddy, buddy boards.
How Much Will Jerry Yang's Ego Cost Yahoo Shareholders? [View article]
Since I am something of a betting man, I am going to lay 9 to 5 that the new sale price for Yahoo will finally come in at the $26 to $28 level. Mr. Yangs' ego aside.
Microsoft Walks Away From Yahoo Deal [View article]
Well, it is good to see that Balmer and his group has come to its collective senses and have finally decided to walk away. I do wonder how large a hole Mr Yank now has in his foot.
$31 was the number and since Yahoo would not budge even at $33 it was good to see MSFT run to the nearest exit.
I to wonder how many law suits will be brought against Yahoo for its stupidity.
Microsoft: No Intention to Overbid Yahoo [View article]
"Top Yahoo shareholders indicate that they want $35 to $37 per share." Yes, and people in hell strongly indicate that they want ice water. I'm starting to get a little blue in the face by saying this, but $31 is the number (62% premium from what the stock was selling for at offer time) and not a penny more. If not, MSFT needs to walk away.
$31 per share and not a penny more! That my friends is a 62% premium on what was a less than $20 stock. I do not agree that a few billion (send a billion my way) is no big thing. As was once said, "a billion here and a billion there and pretty soon you are talking some real money." Hardball is the way to go. Unless someone comes along with a better offer than $31 that would be as high as I would go. $35 or $40 is just pie in the sky.
Microsoft Says They'll Pay More for Yahoo [View article]
I have a lot of shares of MSFT that have done next to nothing the last few years. I really thought $31 (62% premium) on Yahoo was more than fair. I do not see any other bidders out there and yet everyone seems to feel that MSFT should raise their bid. Never and I mean never should you bid against yourself.
I am not a big fan of Balmer. I have not seen him be very inventive lately and I think I would be better served as a long time stockholder if MSFT said goodbye to this deal and looked for some smaller deals that allow them to move in the direction they need to move.
Service Corporation International: A Deadly Opportunity [View article]
Constellation Energy Group: Reasons Behind the Sell-Off [View article]
I am not, nor have I ever been a fan of these golden parachutes. As a stockholder in companies I am never asked how I feel about them when the are given away by the buddy, buddy boards.
3 Lower Risk Stocks: Pfizer, Analog Devices, Chevron [View article]
Ten High-Yield Electric Utility Stocks [View article]
How Much Will Jerry Yang's Ego Cost Yahoo Shareholders? [View article]
Microsoft Walks Away From Yahoo Deal [View article]
$31 was the number and since Yahoo would not budge even at $33 it was good to see MSFT run to the nearest exit.
I to wonder how many law suits will be brought against Yahoo for its stupidity.
Microsoft: No Intention to Overbid Yahoo [View article]
Microsoft's Big Move on Yahoo? [View article]
What's Next for MicroHoo? [View article]
Microsoft Says They'll Pay More for Yahoo [View article]
I am not a big fan of Balmer. I have not seen him be very inventive lately and I think I would be better served as a long time stockholder if MSFT said goodbye to this deal and looked for some smaller deals that allow them to move in the direction they need to move.
Oil Would Be $65 if the Dollar Had Stayed Strong - AGI [View article]
10 Pharmaceutical Stocks and Their Patent Expiration Drugs [View article]
Microsoft Buys Israeli Virtualization Startup Kidaro: VMware, Look Out [View article]
What Role Did Ken Langone Play In Spitzer's Fall? [View article]
No conspiracy to get the guv, he could have remained the arrogant SOB that he is if he could only have kept it in his pants. A truly stupid b******d.
Yahoo Disaster Scenario: Blowing Q1 [View article]