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  • Citigroup's $52 Trillion Derivatives Book: A Snowflake Away From Financial Meltdown? (Part I) [View article]
    Note, his name is "Dark Angel", which might explain some of his doom 'n gloom. Most of the rest of us, however, are rather relieved by your analysis and want to thank you for a well researched/written article.

    Long C
    Nov 24, 2015. 12:44 PM | Likes Like |Link to Comment
  • Will Sprint Bounce Back? [View article]
    Good point! There seems to be a lot of S bashing just because S is down.
    AggGrow, as an example, seems to contradict himself in consecutive sentences, when he says: "(Sprint Network) is just as bad as it was 8 years ago. I'm generally happy with my service...", confirming perhaps ccampb34's point. By 11/24, it seems, we're still waiting for AggGrow's answer, what NFL city he lives in.

    Bash where bashing is due, but also give credit where credit is due.
    Nov 24, 2015. 12:32 PM | 2 Likes Like |Link to Comment
  • More Cash Doesn't Solve The Problems Sprint Is Facing [View article]
    "Sprint can't compete without offering its services at prices that aren't profitable." That's an ominous prediction of doom. If the author is serious about this, he should have a sell sign across his article.

    Instead, however, the author also says: "None of this is to say Sprint can't overcome what ails it." So in your assessment JB, what's the way out for S, if any?
    Nov 24, 2015. 12:02 PM | Likes Like |Link to Comment
  • Bloomberg: Ana Botin has something to prove [View news story]
    Wish I did years ago. Now too far in the red to sell. But "remodeling branches to look like first-class airline lounges" does not seem the best way too spend SAN's preciously scarce money in a time where hardly anybody is visiting bank branches anymore. Could this money soon be lost in a sinkhole called "branch office closures"?
    Nov 24, 2015. 11:42 AM | Likes Like |Link to Comment
  • How Google Plans To Crush Amazon In Online Shopping [View article]
    The judgement on AMZN is still out, though not on GOOGL. As far as Wall Street "rewarding only great companies", WS's endorsements mean absolutely nothing. Think internet bubble, think Enron, think ...
    Nov 24, 2015. 11:20 AM | 1 Like Like |Link to Comment
  • Intel near $35 as investor meeting reactions arrive; JMP upgrades (updated) [View news story]
    INTC has a chronic illness: it keeps spending too much for too little ROE. While management rewards itself no matter what, it's the shareholders holding the bag.
    Nov 20, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • Einhorn cuts MU and AMAT stakes, exits LRCX, enters GRMN [View news story]
    Looks like bad timing by Einhorn.
    Nov 17, 2015. 12:34 PM | 3 Likes Like |Link to Comment
  • Qualcomm: Let's Not Overreact [View article]
    I have the same question to MH. QCOM's future doesn't look promising to me going from here on out.
    Nov 17, 2015. 11:22 AM | 1 Like Like |Link to Comment
  • MusclePharm mulling sale of BioZone Labs [View news story]
    Define MSLP's "core competency"!
    Nov 17, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • Blackstone buying $3B of Calpers' real estate [View news story]
    Shouldn't BX be the one interested in/buying income producing properties? I thought that's their type of business. They should leave the "raw land" to Calpers, unless it's raw land in the City of SF, LA, or SD. Hopefully BX will explain itself to its shareholders very soon, so we can make educated investment decisions.

    And BTW, forget about that high speed rail! Not an investable proposition.
    Nov 12, 2015. 11:37 PM | 1 Like Like |Link to Comment
  • I Can't Believe I'm Saying This, But I'm Long BlackBerry [View article]
    Entertaining article. Can viz you diving after the damn RIM. Lucky you weren't sucked in yourself.

    As far as the Priv, I wouldn't bet on it just yet, (and I can tell you didn't either with a whopping $1500 bet). Priv looks too expensive @ anything above $500. Why, do you think, John Chen is short changing his prospects or isn't he? BBRY's chart trajectory yoy isn't looking that encouraging either. But if "nostalgia" from a Canadophile is the motivator, let's just cross our fingers as hard as we can, and it may just work out.

    PS: Wasn't born there, but loved Niagara Falls as well as the Canadian side. God's Country!
    Nov 12, 2015. 12:16 AM | 1 Like Like |Link to Comment
  • Radian Group declares $0.0025 dividend [View news story]
    It's time for the mortgage insurers to up the ante. They've been doing so well over the last couple of years and their future looks bright. They should spring for a dividend increase.
    Nov 11, 2015. 05:36 PM | Likes Like |Link to Comment
  • Homebuilders surge for 2nd day [View news story]
    Now that interest rates are sure to increase, probably even before year's end, home builders suddenly are up. Why?

    DHI's surge in quarterly results and stock price was a special situation, as the company was successful in a business first of building no frills homes below $200K for first time home buyers. Yet, this does nothing to explain for example why, despite a below par performance, BZH is up significantly, as well as other home builders not benefiting from this special situation. Or is this just another example of Wall Streets (computer programmed) herd mentality?
    Nov 11, 2015. 01:03 PM | 2 Likes Like |Link to Comment
  • BlackBerry Priv Is Off To An Encouraging Start [View article]
    Too expensive and not enough apps for the well to do, not to mention the average Joe. Angela Merkel would have to buy a lot of Privs to make up the difference, and who knows whether she has any spare left after the migrant invasion.

    BBRY needs to come out with a secure product that's also affordable for a larger audience, if it wants to make a dent against Apple and Samsung
    Nov 11, 2015. 12:34 AM | 1 Like Like |Link to Comment
  • How Best Do You Invest In Barclays Now? [View article]
    Profits of GBP 1.46 billion and adjusted profits of GBP 417 million for the quarter are perhaps somewhat uninspiring for a bank like BCS, but they don't exactly make you worry about the banks viability. Major world economies are currently down, affecting a world bank like BCS more than regional banks. Significant legal issues remain unresolved as well. But economies will recover, legal matters will get resolved, and BCS will pick up. Hopefully then the dividend will also pick up together with the stock price.

    Trading the stock in the interim, you better know what y're doing and be lucky, too.

    Long BCS and holding
    Nov 11, 2015. 12:20 AM | 2 Likes Like |Link to Comment