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inthemoney

inthemoney
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  • More on H-P: The company is taking an $8.8B charge related to Autonomy just a year after buying it for $10.2B. Some thought a write-down was possible, but few expected one this large. FQ1 guidance is for EPS of $0.68-$0.71, below an $0.85 consensus. Prior FY13 EPS guidance of $3.40-$3.60 is maintained, but there's probably a lot of skepticism. PC sales -14% Y/Y (-10% in FQ3), printing -5% (-3% prior), services -6% (-3% prior), enterprise hardware -9% (-4% prior), software +14% (boosted by Autonomy), financial services +1%. HPQ -10%. CC at 8AM ET (webcast). (PR[View news story]
    Lol, the clueless management finally killed the company. I left years years ago at the beggining of Mark Hurd era because of middle managers who had no idea what is good for them. Ah, the taste of justice is sweet in the morning.
    Nov 20 09:21 AM | 1 Like Like |Link to Comment
  • P-E firm Sun Capital has set its sights on Hostess Brands, according to reports. The plan would involve reopening factories and keeping well-known brands such as Twinkies, Ding Dongs, and Wonder Bread under the Hostess banner. Co-CEO Marc Leder doesn't buy into the notion the bankrupt firm's products are off-trend, noting consumers is still strong. [View news story]
    Twinkies are our there with donuts in terms of nutritional value, which is negative )).
    But donut industry seems to be doing OK. So, it does have to do more with marketing more than anything else in my view.
    Nov 19 01:14 PM | 1 Like Like |Link to Comment
  • A plan by Senator Harry Reid to limit online gambling to poker, horse racing, and lottery tickets is given a fighting chance to make it through Congress after Mitt Romney failed to win the Presidency. Before any federal framework is in place, Nevada will allow intrastate online poker play in a "proof-of-concept" demo on how states can regulate the activity. Gaming execs remain divided on the issue with proponents expecting brick-and-mortar casinos to realize big benefits from the speed of play and wider audiences online poker offers, while naysers see less liquidity in a game where it's rather easy for all the big fish (pros) to devour the small fish. [View news story]
    lol, frankly I think stock trading is very simlar to online poker in many aspects.
    You are making a guess based on incomplete information and odds.
    Nov 19 01:10 PM | Likes Like |Link to Comment
  • A plan by Senator Harry Reid to limit online gambling to poker, horse racing, and lottery tickets is given a fighting chance to make it through Congress after Mitt Romney failed to win the Presidency. Before any federal framework is in place, Nevada will allow intrastate online poker play in a "proof-of-concept" demo on how states can regulate the activity. Gaming execs remain divided on the issue with proponents expecting brick-and-mortar casinos to realize big benefits from the speed of play and wider audiences online poker offers, while naysers see less liquidity in a game where it's rather easy for all the big fish (pros) to devour the small fish. [View news story]
    How is any other sport gambling is different from horse racing? I think all should be legal.
    Nov 19 01:01 PM | 1 Like Like |Link to Comment
  • Credit Suisse says Sears (SHLD -2.4%) will likely be forced to sell more of its valuable assets in 2013 in order to sustain its balance sheet. The firm expects the company to sell off its most valuable stores in the chain in order to survive. The firm rates the shares at Underperform rated with a $20 price target.  [View news story]
    This is a company that should've been dissolved 20 years ago.It is a poster child of over-financializtion. Financial tricks might buy you extra time but alone they can do nothing about the core business. There has to be a business strategy apart from repeated short squeezes.
    Mar 19 03:04 PM | Likes Like |Link to Comment
  • Death Of Buy And Hold? [View article]
    Buy and ohld died when markets become distorted by the various govrenment programs ( 401K juiced it up in 80s and 90s) and the FED ( from 2003 on). With such powerful players involved in juicing up the markets bubbles and extermly sharp corrections are unavoidable. We are nothing but specks in the big ocean, we decide nothing and control nothing, we do what we are told. RIght now with interest rates at 0% we are told to be in the stock markets (so that at least stock market looks good) and that is what we do, don't confuse it with investing.
    Mar 7 12:32 PM | 2 Likes Like |Link to Comment
  • "We estimate that by 2020, the U.S. overall will be the largest hydrocarbon producer in the world," says Robin West, calling shale discoveries the energy equivalent of the fall of the Berlin Wall. Affordable energy from cheap natural gas - an advantage China can't quickly capture - will be key in revitalizing American manufacturing.  [View news story]
    Wishful thinking, nothing else. I don't see US investing into the natgas infustructure for cars yet but China has already started on LNG plans. Plus, natgas is only cheap because there is no demand. As more countries convert to using LNG the prices will rise. Right now natgas fuel per gallon is at $2 and natgas prices are at historcal lows. As the cost rises it will cost the same as gasoline.
    Mar 7 12:14 PM | 1 Like Like |Link to Comment
  • Byron Wien on the wake-up call that might actually prod Congress into action on the U.S. debt: "At an average interest cost of 2.3%, it only takes about 8% of federal revenues to service the debt, but if the deficit keeps building at more than $1T/year and the average interest rate on government obligations rises to 3%, by 2020 the cost of debt service could rise to more than 20% of revenues."  [View news story]
    What a nonsense. The Congress will simply authorize the FED to create more money to cover the debt.
    The last wake up call for the US was 20 or 30 years ago. US s pretty much set on the course to self-destruction now with unsustainable military and social spending that it cannot control , other coutries stealing our lunch, and completely duluded population unable to handle the truth. It is just a matter of how long it will take - 20 or 50 years.
    Mar 7 12:05 PM | Likes Like |Link to Comment
  • The Fed considers a new "sterilized" bond purchase program, still aimed at boosting the economy, but also designed to calm inflation fears. With this plan, the Fed would still conjure up dollars to buy long-term bonds, but would then engage in a "reverse repo," borrowing back the money for short periods. And all it took was one serious down day in stocks.  [View news story]
    Perhaps they should buy student loans this time around . With 0% interest rate student loans are at 7% and non-dischargable. I wish I could issue those myself, they are a much better deal than mortgages.
    Mar 7 12:01 PM | 5 Likes Like |Link to Comment
  • The ~6% rise in U.S. food prices last year likely was the peak and will return to more "normal" gains of 3%-4% in 2012, chief USDA economist Joseph Glauber says. U.S. cattle and hog producers may expand their herds as the price of animal feed falls, adding to the available supply of meat and bringing down prices of beef, pork and poultry.  [View news story]
    That is still 10% rise in 2-3 years while people's salaries don't grow.
    Jan 4 04:33 PM | 4 Likes Like |Link to Comment
  • Email has been made obsolete by text messages and Facebook, said new Yahoo (YHOO) CEO Scott Thompson in 2009. "This matters because Yahoo's business is largely based on email," writes Jay Yarow. "It still pulls in hundreds of millions of people to Yahoo Mail and then sends them to its various other properties." (previous)  [View news story]
    I don't see email disappearing in corporate environment any time soon. Of course, Yahoo is not a corporate platform.
    Jan 4 12:19 PM | 1 Like Like |Link to Comment
  • Another ignominious honor for Hewlett-Packard (HPQ) to cap off a lousy year: Footnoted.com awards H-P its "footnote of the year" for the company's regulatory disclosure related to going-away money for CEO Leo Apotheker. Exactly how much he took out of H-P requires an expert reading of the applicable documents.  [View news story]
    In that case I feel the guy deserved the money. The board hired him and then kicked him out in one year. If they didn't like what he was going to do, why they hired him? The board should compensate the company for the millions that were paid out.
    Dec 30 02:33 PM | Likes Like |Link to Comment
  • Bloomberg's Hitha Prabhakar reports (video) that luxury retailers such as TIF, COH, and RL are able to stay away from the discounting craze (I, II) sweeping over retail as high-end consumers keep paying top-dollar prices for items. If anything, the sector is looking to increase prices to keep pace with higher commodity prices and have exclusivity work in its favor. [View news story]
    I think I am the only woman at my job who doesn't own a Coach handbag, lol. I just think it is tacky with all those "C"s all over so that everyone knows it is a Coach . I prefer discovering new upcoming designers. Their bags are much more interesting. On that note, the market is probably suturated with Coach products. I don't remember seeing as many of them 5 years ago.
    Dec 28 02:43 PM | Likes Like |Link to Comment
  • John Hempton takes a victory lap for his Sears (SHLD) short, calling the thought of owning the lame retailer as a property play, "a demonstration of the arrogance and breathtaking naivete of much that passes on Wall Street." The company has 300K employees - the idea of a few hedgies liquidating something of that size without destroying all value "was comical." Shares off another 4% premarket.  [View news story]
    Finally Sears got its comeuppance. There have been so many short squeezes in this name I thought it was going to levitate forever. I looked at it 2 years ago for a short. That would've been a very very long time to be short.
    Dec 28 10:42 AM | Likes Like |Link to Comment
  • The arrival of Nike's (NKE +1.2%) new Air Jordan 11 Retro Concords creates massive lines in stores across the county, as well as some unfortunate breakouts of violence over the iconic sneakers priced at $180. Industry analysts estimate 300K-500K pairs have been produced by Nike in a campaign light on marketing. [View news story]
    Americans .... You can't understand them. They probably already have 10 pairs in the closet, and can buy another 10 for $180 at a shoe store. But they must fight for $180 snickers. I percieve complete lack of perspective and common sense. And common sense is quite important for one's survival.
    Dec 23 12:55 PM | 1 Like Like |Link to Comment
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