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  • Google misses by $0.18, misses on revenue [View news story]
    GAAP EPS was $4.09 in the Q; the non-GAAP number reported here is more than 50% higher than the actual results, and added over $1.5 billion to "earnings".

    Must be nice to not count expenses related to giving employees stock - which are recurring and material - and having the press (and analysts) accept it blindly...
    Oct 16 04:18 PM | 13 Likes Like |Link to Comment
  • Intel beats estimates, issues solid guidance [View news story]
    Exactly lol
    Oct 14 07:52 PM | Likes Like |Link to Comment
  • Intel beats estimates, issues solid guidance [View news story]
    At least revenue was only down 98%! :)
    Oct 14 04:33 PM | Likes Like |Link to Comment
  • Bullish Birinyi shaken up by downturn [View news story]
    "Our biggest concern is that we are not sure as to what is happening."

    Brings to memory Warren's great quote from a few years back:

    "Commentators today often talk of 'great uncertainty.' But think back, for example, to December 6, 1941, October 18, 1987 and September 10, 2001. No matter how serene today may be, tomorrow is always uncertain."
    Oct 14 03:11 PM | 3 Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    "I postulated that the market could face some rough sledding when the S&P 500 broached the 2,000 level for the first time approximately six weeks ago."

    As is always the case with market forecasts or flipping a coin, you're bound to be right sometimes and wrong others. As an example, here are your summary points from an article you wrote last June in an article titled "Don't Fall Asleep!":

    "The market is feeling much too complacent at these levels. There are also other danger signs for the market as we head into the second half of 2014. Caution is the watch word in the months ahead."

    Since that time, the S&P 500 is up more than 20% including dividends.

    A timely example: guessing where markets will go, particularly in the short term, is a fool's errand.
    Oct 10 12:02 PM | 6 Likes Like |Link to Comment
  • Las Vegas Sands CEO calls for quick turnaround in Macau [View news story]
    Nice - thank you!
    Oct 3 02:14 PM | Likes Like |Link to Comment
  • Las Vegas Sands CEO calls for quick turnaround in Macau [View news story]
    Howard - Did he go as far as saying LVS will not participate in internet gambling in any way? Maybe he has since changed his mind, but here's what he was saying back in 2001 (from the Las Vegas Sun):

    "Our hat will be in that ring," Adelson said of controversial efforts to offer people the means to gamble from their computers. "But I don't believe the U.S. Congress or the current administration is very anxious to make it happen."

    http://bit.ly/1rILVV4
    Oct 3 02:06 PM | Likes Like |Link to Comment
  • Las Vegas Sands CEO calls for quick turnaround in Macau [View news story]
    When I look at a picture of him, I don't see a "Sandy" or a "Shelly" lol
    Oct 2 09:08 PM | Likes Like |Link to Comment
  • FBN: Office, Windows Server can act as Microsoft catalysts [View news story]
    "He sees the company returning ~50% of free cash flow to shareholders going forward, after returning 57% in FY14 and 49% in FY13."

    After considering the huge bump in CapEx spend too? So that means we'll be adding another $10B+ a year to the stockpile of $100B+ in cash / investments already on the books.

    I have trouble believing that will last through the duration of ValueAct's time on the BoD - we shall see. My money is still on a bump in repurchases or another special dividend ($3 - $4 per share) from MSFT in the coming quarters...
    Oct 2 09:06 PM | Likes Like |Link to Comment
  • Las Vegas Sands CEO calls for quick turnaround in Macau [View news story]
    "Las Vegas Sands (LVS +1.1%) CEO Sandy Adelson says he expects a quick turnaround in the Macau VIP gaming market."

    Does Sheldon Adelson really go by the nickname "Sandy"? lol
    Oct 2 03:50 PM | 1 Like Like |Link to Comment
  • 3D printing stocks hit hard amid market selloff [View news story]
    "I'm merely interested in what kind of strategy might be viable to at least minimize a loss of such magnitude."

    Don't buy companies that are valued by the market at more than 10x revenues and 100x profits; DDD in the $90's had a market cap of $10B+, yet doesn't generate $1B in sales or $100M in earnings.

    That's a simple starting point to avoiding investment disasters.
    Oct 2 02:13 PM | 1 Like Like |Link to Comment
  • Buffett buys as stocks drop [View news story]
    Where did you pull the Tesco quote from? Can't find it...

    Title of the video on CNBC site will do - thanks!
    Oct 2 09:56 AM | Likes Like |Link to Comment
  • 3D printing stocks hit hard amid market selloff [View news story]
    Yep; nice 50%+ decline year to date for DDD (not the only one on the list) - and still not cheap (not the only one on the list for that either...)
    Oct 1 01:33 PM | 1 Like Like |Link to Comment
  • GoPro, Ambarella rally after 3 new cameras launched [View news story]
    Doggie GoPro - almost as crazy as the current stock price...
    Sep 29 05:02 PM | Likes Like |Link to Comment
  • Intel gains on BofA target hike, PC optimism; AMD also up [View news story]
    Four and a half years after the first iPad was released, I still await the so called "death of the PC"...
    Sep 29 11:17 AM | 6 Likes Like |Link to Comment
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