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LeaveTheEgoAtTheDoor

LeaveTheEgoAtTheDoor
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  • Russia hikes interest rate to 17% in attempt to halt ruble's plunge [View news story]
    well that's an attention grabber
    Dec 15, 2014. 05:19 PM | 9 Likes Like |Link to Comment
  • Offshore drillers wrecked as Seadrill suspends dividend [View news story]
    RIG management just learned what not to do when they "adjust" their dividend.
    Nov 26, 2014. 11:30 AM | 5 Likes Like |Link to Comment
  • Seadrill Ltd. Collapses After Suspending Its Dividend [View article]
    At a 20% yield, the dividend was clearly not sustainable. However, management better be pretty effective in "creating value" given the 20% destruction they just caused by completely eliminating it and destroying their credibility. Brilliant call, guys. Management and the Board should all be fired
    Nov 26, 2014. 11:01 AM | 4 Likes Like |Link to Comment
  • Offshore drillers wrecked as Seadrill suspends dividend [View news story]
    At a 20% yield, the dividend was clearly not sustainable. However, management better be pretty effective in "creating value" given the 20% destruction they just caused by completely eliminating it and destroying their credibility. Brilliant call, guys. Management and the Board should all be fired!
    Nov 26, 2014. 10:53 AM | 7 Likes Like |Link to Comment
  • Rulers For $0.25! Markers For $0.97! Honey, Get The Kids, Lets Go To Staples! [View article]
    Staples BTS promotions are no where near the bear bones levels of previous years.
    Aug 29, 2014. 01:52 PM | 1 Like Like |Link to Comment
  • Chicago gasoline jumps after Whiting refinery fire [View news story]
    where online can one find this regional wholesale gasoline price data?
    Aug 29, 2014. 10:05 AM | Likes Like |Link to Comment
  • Staples: A Value Trap? [View article]
    You mean the profitable area of the company that addresses the "secular movement toward ordering 'commodity' replacement products (like office supplies) on-line"?
    Aug 15, 2014. 02:23 PM | Likes Like |Link to Comment
  • Staples' Desperate Back To School Deals [View article]
    Aside from the 110%, on which it is not a given shoppers will actually cash in for a box of $2 pencils, Staples promos this year are pretty pedestrian. As a result this year I have made as many DEEP discount purchases at OfficeMax (for the first time in years).
    Aug 14, 2014. 08:58 AM | Likes Like |Link to Comment
  • Morgan Stanley: Lower iron ore prices could imperil Cliffs Natural dividend [View news story]
    CLF's dividend has been dead for awhile
    Jun 12, 2014. 02:55 PM | 3 Likes Like |Link to Comment
  • Staples: Why Lousy Companies With Great Managements Are Still Lousy [View article]
    paper obsolete? as I look round my desk I cannot help but laugh at my apparent obsolescence.
    Apr 3, 2014. 04:30 PM | 6 Likes Like |Link to Comment
  • A Random Walk Through Staples [View article]
    On-line = 50% of SPLS sales. With recent changes, this percentage will only increase. Facetiously, I ask anyone to compare SPLS stores to AMZN's.
    Mar 13, 2014. 09:51 AM | 2 Likes Like |Link to Comment
  • Carl Icahn has taken a 6% stake in Dell (DELL +0.9%), CNBC reports. Shares have jumped to $14.25 on the news, putting them 4.4% above Dell's $13.65/share LBO price. If the report is true, Southeastern Asset and other shareholders fighting for a higher bid just got themselves a big ally. (earlier[View news story]
    just the kind of necessary ally to make the insiders pay, but also the kind to make them potentially walk away
    Mar 6, 2013. 02:42 PM | Likes Like |Link to Comment
  • Michael Dell's Buyout Drama: Possibly Scripted [View article]
    very well thought out article. a couple comments I would add are that index managers are more inclined not to rock the corporate boat than to worry about index reconstitution. also weak hands, public and policies are fickle. therefore, their votes against the buyout are less secure if the sentiment weakens for a higher price.
    Mar 6, 2013. 11:00 AM | 1 Like Like |Link to Comment
  • Dell LBO Deal Structure - Like Buying A Rental House With Cashback And No Money Down [View article]
    this deal is all about the Michael and Wall Street's inability to look beyond a healthy, but shrinking, component of the business. cash is still king and at least the Michael has figured that out. this is only a good (great) deal for the CEO and the PE folks.
    Feb 7, 2013. 11:13 AM | Likes Like |Link to Comment
  • Nokia (NOK) proposes paying no dividend for the first time in 143 years. It's not a great surprise given that the company's been slashing costs amid cratering revenues and major losses. One might ask, what took them so long? Shares +1.9% premarket. [View news story]
    Regarding the dividend cut, you ask "what took them so long?" Now that operations appeared to be improving, I and it looks like the market are asking, "why now?"
    Jan 24, 2013. 09:43 AM | Likes Like |Link to Comment
COMMENTS STATS
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