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hksche2000

hksche2000
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  • Intel's Mobile Business In Better Shape, But Qualcomm Remains Dominant [View article]
    Here's the author's reply to your question:

    "Furthermore, Qualcomm isn't resting on its laurels as it announced a CAT 11 modem at MWC, which has a downlink speed of 600 MBps and 100 MBps uplink speed (even faster than the Gobi 9x45, which is slated for a second half 2015 release)."
    Mar 4, 2015. 12:22 PM | 1 Like Like |Link to Comment
  • Alibaba falls to new post-IPO lows, takes Yahoo down with it [View news story]
    So AH, by your "chart" Buffet should have sold IBM quite some tome ago (or IMO never bought it in the first place). Why didn't he? That's the very dilemma, all of us face deciding when to sell. It's not as simple as a using a "chart".

    Furthermore, many (even big) stocks are being manipulated daily, translating into huge NAV swings with the main purpose to shake out weak or day trading positions to make handsome profits. Following that yoyo (as per your "chart") is a sure prescription for losing your shirt.
    Mar 4, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • Regular Debt Maturities Weaken Hovnanian's Foundation [View article]
    As long as US interest and unemployment rates stay low, and they will, the housing market will regain momentum. HOV will do well in such environment and its debt burden will benefit from low rates, as well.
    Mar 3, 2015. 06:02 PM | 1 Like Like |Link to Comment
  • Micron falls below $30 on Nomura downgrade [View news story]
    Where are Russ Fischer and Ashraf to join the discussion on MU (and INTC) when you needed them. Hibernation?
    Mar 3, 2015. 05:54 PM | 1 Like Like |Link to Comment
  • Alibaba falls to new post-IPO lows, takes Yahoo down with it [View news story]
    Except for those few who got in on the IPO, BABA has been disappointing. Would consider getting in around $70, if it gets there.
    Mar 3, 2015. 05:44 PM | 2 Likes Like |Link to Comment
  • Buy Portugal Telecom Right Now [View article]
    As one of your followers, I still feel this was/is not one of your proudest moments. PT has been on an inexorable downtrend (from $4.60 to 0.76) over the past 12 mos, incl. August 7, 2014, the date of your piece. Whether there were some minuscule windows of opportunities for day traders on 8/7 or any other time, I don't know. If so, you sure needed to be a quick draw to make any money there.

    Regardless, however, the real money was made by the shorts, and this should have been the call Paul Santos could indeed be proud of.
    Feb 28, 2015. 07:23 PM | Likes Like |Link to Comment
  • HP Reports Fiscal 2015 First Quarter Results [View article]
    According to SA News Editor Jignesh Mehta, breaking news at 4:08PM today:
    "(HPQ) Revenue of $26.83M (-99.9% Y/Y) misses by $27.31B."

    Really?

    According to the press release:
    "First quarter net revenue of $26.8 billion was down 5% from the prior-year period and down 2% on a constant currency basis."

    JM, please explain the discrepancy!
    Feb 24, 2015. 06:18 PM | Likes Like |Link to Comment
  • HP -4.8% on revenue miss, light FQ2/FY15 guidance [View news story]

    Today, Dana Blankenhorn wrote on SA: "How HP Suddenly Became A Buy Again"
    DB may regret that he didn't wait for HP's report card after market close. It sure does not look encouraging.
    Feb 24, 2015. 05:39 PM | 4 Likes Like |Link to Comment
  • Blackstone ready to invest $9B into struggling energy industry [View news story]
    Unfortunately, BX bottomed out itself in 2008/9 and didn't have the dry powder, as the likes of Buffet's (BRKB), to take advantage of The Financial Crisis. I wish they did. But they didn't and also stayed well short of the SPY ever since.
    Feb 23, 2015. 10:51 PM | Likes Like |Link to Comment
  • Google strikes mobile payments deals with U.S. carriers [View news story]
    "...to have the Google Wallet payments app pre-installed on Android phones sold by (all) the (major) carriers", is huge! Now, like LoopPay, they have to make sure these apps are compatible with any of the credit card terminals presently in use at merchants.
    Feb 23, 2015. 04:56 PM | 1 Like Like |Link to Comment
  • 5 Reasons Why Buffett Threw In The Towel On Exxon Mobil [View article]
    Mark Twain said it best: "The report of my death was an exaggeration."

    Same applies to WMC's report on big oil's demise coming to a theater near you soon. Buffet knows, of course, big oil's here to stay but its best days may be in the rear view mirror. In addition, he (and his rejuvenated team) may just have even better investment ideas they feel are superior to big oil right now.
    Feb 23, 2015. 01:15 PM | Likes Like |Link to Comment
  • North American Palladium May Be About To Explode Upward [View article]
    A glimmer of hope for PAL is not the same as an "explosion upwards". Hold your horses, please!
    Feb 20, 2015. 05:02 PM | 2 Likes Like |Link to Comment
  • Why Doesn't Oracle Raise Its Dividend? [View article]
    Josh, your title and summary made me believe you had an answer to your question. "It's tough to say" may not satisfy too many readers. Can't you find out a bit more by talking to ORCL Investor Relations or insiders? Because your question is valid.
    Feb 20, 2015. 04:53 PM | Likes Like |Link to Comment
  • T-Mobile's knockout Q4: Turning the profit corner; are they No. 3? [View news story]
    Randy ridiculous?
    Feb 20, 2015. 04:46 PM | Likes Like |Link to Comment
  • Eurogroup heard from, Greeks awaited [View news story]
    Tsipras and his fellow actors will sell this as a win to their people, and it is compared to leaving the EMU. If Portugal, Spain and Ireland can tighten their belts, so can Greece. Kudos to the Greek!
    Feb 20, 2015. 04:19 PM | 4 Likes Like |Link to Comment
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