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  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    Any company surviving the reigns of Carly Fiorina and Patricia Russo, like LU did, has proven at least something is worth keeping at its nucleus. Hopefully Michel Combes can whittle ALU down to that nucleus and help NOK bring out the best of both. After decades of profound mismanagement at both LU and Alcatel, ALU now has a real chance for a renaissance in a marriage to NOK. This marriage makes sense for both partners.

    Long NOK
    Dec 18, 2014. 02:23 PM | 2 Likes Like |Link to Comment
  • Don't Be Surprised If Vodafone Takes Its T-Mobile Partnership One Step Further [View article]
    Very plausible! Are you getting long(er) TMUS?
    Dec 17, 2014. 04:28 PM | Likes Like |Link to Comment
  • BofA and U.S. Bancorp face another mortgage suit [View news story]
    Could it be "mortg backed securities".

    The dirt pile all our crooked banks find themselves in - this time even including US Bank Corp! - is so deep, they'll never come out of it. The only way to prevent the recurrence ever of such crookery, is to punish the crooks themselves (instead of share holders).

    Not only do the crooks not get punished, however, they actually have been rewarded by enormous salaries and even bigger bonuses. With Dodd-Frank bank regulations being watered down already (in the recent omnibus $1.1T US budget bill), the flood gates for white collar bank crimes are open wider than ever. Not what America used to be, but get used to it!
    Dec 17, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • Barclays' Senior Banker Exodus Is Worrying [View article]
    It looks like BCS is losing key personnel at an alarming rate. Who's even left at BCS to get the work done?

    My point: without knowing the depth of BCS management ranks it's hard to tell, whether the loss of a few bright pearls will destroy the crown. What's the reason for BCS' exodus of talent, would be a key question. After all, BCS has been one of the oldest, most respected, if not revered, British banking corporations, until it hit some hard rocks during the recent financial crisis. Such companies usually have a way to regain much their old glory exactly because of their "ancient" relationships. Is BCS different?
    Dec 17, 2014. 12:08 PM | Likes Like |Link to Comment
  • Sprint And The Severe Market Overreaction, Part II [View article]
    The FCC gives lip service to S/(TIMUS), but has been consistently doing the bidding for VZ and T, the home favorites. The latter have all the connections at the highest gov't levels which for telecoms translate into (economic) life or death. It remains to be seen, whether the FCC will throw S a lifeline in 2016, 2017 or ever. I have my doubts!
    Dec 16, 2014. 06:49 PM | 1 Like Like |Link to Comment
  • There's Not Much Of An Investment Case In Sprint [View article]
    After losing its bid to merge with TIMO, Sprint's outlook has become more clouded. Investor's had been betting on Chairman Masayoshi Son to be right with his S investment and TIMO speculation. Unfortunately, this time he wasn't. Nevertheless, with Son's 35% BABA holdings (not to mention his other vast and diversified investments form banks to telecoms), S investors still have a deep pocketed and one of the world's greatest deal makers on their side.

    If Son were to dump S, it's true, S would collapse. Until then, however, S has a real chance to become competitive even against tough T/VZ competition. I think this and the believe that Son will not allow S to go into bankruptcy, is what keeps S investors invested.
    Dec 15, 2014. 05:17 PM | 6 Likes Like |Link to Comment
  • Blackstone's Schwarzman licking his chops over energy [View news story]
    I hope Schwarzman isn't getting his chops beaten. DD isn't always the way Texans are choosing their favorite companies in the oil patch. BX may be sitting on a number of dead beats among high cost "frackers" itself in Houston and elsewhere. Except Schwarzman doesn't know it yet or won't tell.
    Dec 12, 2014. 01:22 PM | Likes Like |Link to Comment
  • Juncker warns Greeks not to vote the "wrong" way [View news story]
    Greece is a lost cause, the EU and its leaders must understand. The Euro is killing the Greeks! They will go from snap to snap until all IMF and EU goodies have been taken in, then elect Syriza and default.

    Remember, this is the same country that paid Goldman Sachs $600M to pad their books to help them get into the EU under false pretenses in the first place. A Trojan Horse doesn't change its spots.
    Dec 12, 2014. 12:23 PM | Likes Like |Link to Comment
  • Stillwater Mining started with Buy at BofA on PGM exposure in stable locale [View news story]
    As the only non bankrupt North American PGM miner, SWC should be expected to do much better than it has, which is "going nowhere". PGM shortages and booming demand from a booming auto industry haven't helped SWC. Their production cost is still too high. How much longer will investors have to wait for management to reign in costs and raise NAV?!

    The lack of WS response to BA's "buy" rating speaks volumes. Sell the dog!
    Dec 11, 2014. 04:49 PM | Likes Like |Link to Comment
  • Gloomy forecast for December Macau revenue [View news story]
    The Macau visit by PRC President Xi Jinping next week may actually turn out to be a good thing. I'm sure all the casinos, Chinese and otherwise, will put their best foot forward to woo XJ and show off the economic benefits Macau presents to the PRC. I would expect a pop especially for MPEL, but also LVS, Wynn, and even MGM next week.
    Dec 11, 2014. 11:51 AM | 1 Like Like |Link to Comment
  • Update: Platinum Group Metals Expands The Waterberg Deposit Successfully [View article]
    PLG will die under its debt load before it can materialize the Waterberg PM resources. PLG's stock depreciation reflects that.

    PLG joins PAL, another sick baby of the Canadian mining industry. Canadians should know their own mining industry better. It's (all but) their only game in town and they are doing an extremely poor job of it.
    Dec 10, 2014. 12:42 PM | Likes Like |Link to Comment
  • Citigroup Breaks Out To A New High [View article]
    I that the same C you are recommending, that just set aside another few billions in (expected) litigation expenses?! When will it end, any ideas anybody?
    Dec 9, 2014. 04:50 PM | Likes Like |Link to Comment
  • Blackstone cashes out of NoCal office portfolio [View news story]
    What percentage of the Equity Office Properties Trust, which Blackstone (NYSE:BX) acquired for $39B in 2007, are being sold here for $3.5B? This is confusing, but BX shareholders should hope that BX didn't sell those properties at a greater than 90% loss. Because it's their money!
    Dec 8, 2014. 10:17 AM | Likes Like |Link to Comment
  • Why Beazer Homes' Weak Performance This Year Is A Buying Opportunity [View article]
    BZH, the laggard among home builders, may finally find its footing. It's been an exasperating 7-year ride to nowhere and, despite the pick-up in the US economy and employment rate, I'm still not sure BZH is a solid bet. HOV and LEN may be the better builders for your investing dollars.
    Dec 7, 2014. 11:35 PM | Likes Like |Link to Comment
  • H-P, IBM lose server share in Q3; Cisco passes Oracle [View news story]
    Dell is #3, but where does AMZN come in, my question,as well? I thought Bezos has been aiming for the #1 spot in the server business.
    Dec 5, 2014. 12:10 AM | Likes Like |Link to Comment