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  • Why It's Now Time To Celebrate Oracle's Cloud Performance [View article]
    Don't forget Dell as a cloud portal, even though currently a non public company. Among investable companies, however, ORCL, (particularly since the Micros acquisition,) should be doing well in its catch-up to the "big boys". Cloud is still early and ORCL may well rise to the top, as cloud services expand worldwide. It certainly is serving the right clientele that needs cloud the most and has the deepest pockets.
    Jan 31, 2015. 08:40 PM | Likes Like |Link to Comment
  • Greece continues to plunge [View news story]
    ..., especially those on the far right. Like the Tea Party members elected to Congress? How mellow they have become. Ask Boehner!
    Jan 31, 2015. 12:10 PM | Likes Like |Link to Comment
  • FCC releases winners in record spectrum auction [View news story]
    And where was Sprint?
    Jan 30, 2015. 01:59 PM | Likes Like |Link to Comment
  • One Word Sums Up Google's Problem [View article]
    What's the "one word"?
    Jan 30, 2015. 10:07 AM | 3 Likes Like |Link to Comment
  • Google: We'd repatriate offshore cash at 6.5% tax rate [View news story]
    GOOG is juggling too many balls in the air. Name anything, GOOG isn't involved in in some fashion. Investors would be pleased to see at least some of the money wasted in non-essential endeavors returned to shareholder instead. I know I would.

    Perhaps the prospect of off shore money returning home (and turning into div's) was behind GOOG's AH stock surge today despite reporting a miss on both top and bottom line results. Were investors banking on a dividend increase?
    Jan 29, 2015. 11:00 PM | 1 Like Like |Link to Comment
  • Revenues Continue To Lag As Yahoo Firms Up Plans To Spin Off Alibaba [View article]
    The most important take away is YHOO shareholders will be spared a $16B! tax hit thanks to MM's smart BABA spin-off. The big elephant is out of the room. Everything else YHOO will take time, but growing indications are things will likely fall into place there as well.
    Jan 28, 2015. 04:16 PM | 2 Likes Like |Link to Comment
  • Bank of Greece Governor forced out? [View news story]
    EMU Grexit is inevitable now.

    Though the Drachma doesn't change Greece's basic predicament of being non-competitive, a floating currency exchange rate will allow for some more flexibility for Greeks to adjust their life style.

    The looser will be the EU, which won't get its Billions of loans back. But at least it won't be throwing any more good money after bad and (hopefully!) stop the Greek hemorrhage.
    Jan 28, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • Greece continues to plunge [View news story]
    Greece will continue to try and squeeze more money out of the troika. Unfortunately, it will only go to waste. Because the fact is that G isn't and will never be competitive with northern EU States. And it doesn't want to be. It's not the Greek life style, and I sympathize with them on this.

    I said it before and repeat: EU (and NBG shareholders!) cut your losses, or blame yourselves.
    Jan 28, 2015. 12:07 PM | Likes Like |Link to Comment
  • Yahoo beats by $0.01, beats on revenue [View news story]
    Let us all Yahoo! again for the first time!
    Great news, Marissa!
    Thanks on behalf of all shareholders.
    Jan 27, 2015. 05:14 PM | 1 Like Like |Link to Comment
  • Goldman gives in on mined commodities [View news story]
    Beware, Goldman typically downgrades investments when it is accumulating them itself.
    Jan 23, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Dimon's pay unchanged in 2014, but includes more cash [View news story]
    Lavish pay and bonuses for bad behavior and poor performance is a poke in the eye of investors. It also encourages and almost insures more bad behavior and poor management in the future. Big investors with influence should reign in these insufferable excesses!
    Jan 22, 2015. 05:58 PM | 2 Likes Like |Link to Comment
  • Looking At 2015 With Blackstone Group [View article]
    The message I hear is, BX is an OK company to invest in, but wait for a better entry point.

    I believe BX is one of the best run MLP's, much better than just OK! However, the decision of timing your investment depends on may things other than the bonity of a company. Indeed, under the uncertainties presently of a somewhat frothy stock market, it may well be wise to hold of on major investments, though not specifically BX.
    Jan 21, 2015. 08:14 PM | 3 Likes Like |Link to Comment
  • Chinese solar stocks off sharply [View news story]
    @thefundamentals: what's your 1% evidence?

    Oil & gas move in tandem. It's no secret, more and more coal fired power plants are being refurbished/replaced for the use of gas (oil) because of EPA requirements and gas/oil cost reductions.

    Meanwhile, nuclear and hydro energy projects in the US have seen little or no added capacity over the last decades. And solar and wind energy still make up a minuscule (<5%) portion of the US overall power needs.
    Jan 21, 2015. 04:31 PM | 1 Like Like |Link to Comment
  • National Bank Of Greece Is An Asymmetric Risk [View article]
    Yorick (v.s.) got it exactly right.

    Greece is a master of "Trojan Horses" and other shenanigans to squeeze more money out of the troika, only to lay it to waste. Because the bottom line is, G isn't and will never be competitive with the northern EU States. And it doesn't want to be. It's not the Greek life style, and I sympathize with them on this. Riots and fire bombings of Parliament et al. will be all that's necessary for the donor countries to let G default on their $150B loans. EU countries (and NBG shareholders) cut your losses now or regret it later.
    Jan 21, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • AK Steel: An Undervalued Attractive Investment Opportunity [View article]
    With a world in slow growth (or recession), where is the the demand for (AK or any other) steel going to come from. Despite lay offs and plant idlings in the steel industry, there continues to be a steel glut. This and cheap steel imports, I'm afraid, are going to be headwinds for AKS (and shareholders!) for quite some time.
    Jan 21, 2015. 04:01 PM | Likes Like |Link to Comment