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SivBum

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  • NQ Mobile: FL Mobile Reverse Merger Might Be A Bonus For Longs, But For All The Wrong Reasons [View article]
    Around the Dec 18th announcement, TF was trading at $2.40 and today at $1.17. At the same period, NF went from $5.03 to less than $4. Latest SEC filing showed most past longs, including Toro, had liquidated. Lastly, even if the deal closes, delivering on the promise will be empty, from $600M to $400M.
    Feb 27, 2015. 12:47 PM | 2 Likes Like |Link to Comment
  • NQ Mobile: FL Mobile Reverse Merger Might Be A Bonus For Longs, But For All The Wrong Reasons [View article]
    Sounds like a risky bet on risky premise. Meanwhile, the promised shareholder value is far from the $600M estimate. Theoretically, the deal should be dead and cancelled:

    http://yhoo.it/1C4EYWd
    Feb 27, 2015. 12:04 PM | Likes Like |Link to Comment
  • Hewlett-Packard beats by $0.01, misses on revenue [View news story]
    $36.86 rtq ... going to $35 and lower near term. What a shame to see a storied company being run to the ground by a bunch of over paid bean counters and MBAs.
    Feb 24, 2015. 04:16 PM | 2 Likes Like |Link to Comment
  • Hewlett-Packard beats by $0.01, misses on revenue [View news story]
    Be thankful that the mistake is obvious, otherwise, you might trade with it.
    Feb 24, 2015. 04:15 PM | Likes Like |Link to Comment
  • XenoPort ups revenues 486% in FY14 [View news story]
    Priced in??? XenoPort beats by $0.06, revenue in-lineThu, Feb 19
    Feb 20, 2015. 09:25 AM | Likes Like |Link to Comment
  • Agilent reports after the close [View news story]
    Go HWP go.
    Feb 17, 2015. 04:00 PM | Likes Like |Link to Comment
  • Consumer Sentiment worsened in February [View news story]
    drw,

    The $40-$50 is after tax money and usually a windfall as discretionary surplus. It takes awhile to add up for most middle class folks. Thus the delay to show up in consumer spending.

    But for a lower income worker, like the Michigan guy who walked 21 miles on work days for 10 years at ~$11 an hour before taxes, having an extra $50 monthly is a very good thing.
    Feb 14, 2015. 08:55 AM | 1 Like Like |Link to Comment
  • Consumer Sentiment worsened in February [View news story]
    Highlights from the provided link; lower gas price takes awhile to work thru the system. Average family puts away the $10 savings weekly and soon it turns into a Benjamin itching to be spent.

    Consumer sentiment remains very strong but it did move down after spiking in January, to 93.6 for the mid-month February reading vs January's 98.1 which was the best reading in 11 years. The 93.6 reading is still very solid, matching December's reading as the second best of the last 8 years.

    The fall back for the index is divided about equally between the two components, current conditions at 103.1 vs 109.3 and expectations at 87.5 vs 91.0. The dip for current conditions points to possible slowing in consumer activity this month, while the dip in expectations points to a little less optimism in the outlooks for jobs and income.

    Gas prices are low but haven't been falling any further this month. One-year inflation expectations are up a sizable 3 tenths to 2.8 percent which however is still low for this reading. In an offset, 5-year expectations are down 1 tenth to 2.7 percent.

    The prior spike for consumer sentiment offered a leading indication on gains in the jobs market but not on consumer spending which is still flat. And today's report doesn't point to any improvement. These results will lower expectations for the consumer confidence index at month's end, a separate report that also posted an outsized spike in January. The Dow is moving off opening highs.
    Feb 13, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims jumps 25K to 304K [View news story]
    dirt,

    Are the data from PayScale current? What year were the data based on?

    http://bit.ly/1MhcYl6
    Feb 12, 2015. 04:13 PM | Likes Like |Link to Comment
  • Initial Jobless Claims jumps 25K to 304K [View news story]
    dirt and reward,

    Yet average hourly pay is $24.75. Those low wages in retail, $17.11 average, is for people who are satisfied to leave their work behind after their shift.
    Feb 12, 2015. 11:58 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims jumps 25K to 304K [View news story]
    dirt.

    There you are, stuck in 2012 rut by lonesome: That's the latest data available. Things haven't changed much since 2012 nor will they change in the short run.

    Suggest you take a look at the JOLT report a couple of days ago vs archived JOLT report in 2009, 2010, 2011 and 2012.
    Feb 12, 2015. 10:15 AM | 3 Likes Like |Link to Comment
  • Initial Jobless Claims jumps 25K to 304K [View news story]
    dirt, I looked around in your article link and articles and comments are all dated in 2012 !!!

    Other than to show how bad things were then, what is your point?
    Feb 12, 2015. 09:30 AM | 3 Likes Like |Link to Comment
  • Chinese New Year forecast to bring no relief for Macau [View news story]
    Read the news over the weekend but nothing in SA searching for news of Casino stocks like Sands and Wynn. Not even today:

    http://bit.ly/1zvLnm8
    Feb 11, 2015. 10:44 AM | Likes Like |Link to Comment
  • December Job Openings and Labor Turnover Summary (JOLTs) [View news story]
    All good though lagging indicator:

    key stats from Bloomberg:

    Job openings in the U.S. rose to the highest level since 2001 as employers faced improving demand for their goods and services.

    The number of people hired climbed to 5.15 million in December, the most since November 2007, from 5.05 million. The hiring rate increased to 3.7 percent after 3.6 percent in November.

    Some 2.72 million people quit their jobs in December, the highest in four months and up from 2.66 million the prior month. The quits rate, which shows the willingness of workers to leave their jobs, was unchanged from the prior month at 1.9 percent and compares with a 2 percent reading when the recession started more than seven years ago.

    About 1.73 million were dismissed from their jobs in December, up from 1.66 million the prior month. In the 12 months ended December, the economy created a net 2.9 million jobs, representing 58.3 million hires and 55.4 million separations.

    About 1.7 unemployed people were vying for every opening in December, compared with 1.8 when the recession began.
    Feb 10, 2015. 11:31 AM | Likes Like |Link to Comment
  • National probe opened on Anthem data breach [View news story]
    Anthem must be force to own-up and beef-up its security of customers' SSN, BD, Passwords and health records. It's ridiculous that they allow the breach as if business as usual.
    Feb 7, 2015. 06:19 PM | 2 Likes Like |Link to Comment
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