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  • Many Reasons To Buy AK Steel [View article]
    AKS foreign and domestic competition is formidable. And even though inland demand for steel has been gradually improving along with the US economy, its car industry contracts are cut throat, I'm sure.

    Among US steel comps, AKS has been managed better than most. But steel (and coal) just doesn't seem like the place to be right now.
    Aug 27, 2015. 11:30 AM | Likes Like |Link to Comment
  • Why A Comcast And T-Mobile Merger Would Be A Blessing In Disguise For Sprint [View article]
    Because S is on its way to bankruptcy, its top management just bought tens of millions worth of shares. Makes good sense, doesn't it?!
    Aug 26, 2015. 11:15 PM | 1 Like Like |Link to Comment
  • Blackstone stays on the hunt for Chinese real estate [View news story]
    Invest when there is blood in the streets or a bloodbath on the Street.
    Aug 26, 2015. 06:13 PM | 1 Like Like |Link to Comment
  • Schwab censured for 2014 net capital deficiencies [View news story]
    Sounds like Finra wouldn't have noticed, if Schwab hadn't told them.
    Aug 24, 2015. 01:01 PM | 1 Like Like |Link to Comment
  • Persistent Solar And Oil Correlation Presents Huge Opportunities [View article]
    The correlation between solar and oil is a red herring. Solar is connected to energy as a whole (oil, gas, coal, etc), and look were energy stocks have been going. Solar is just part of it.

    What will give solar a real boost, however, will be a worldwide (incl. US, EU, and especially China and India) push for clean energy to slow global warming. Against nuclear, water, wind, geothermal energy sources, solar will win the race. It actually benefits directly from global warming, allows great flexibility, and has the fewest side effects. Unfortunately, the decisions to adopt clean energy measures are political and therefore not investable ideas.
    Aug 24, 2015. 11:28 AM | 2 Likes Like |Link to Comment
  • Himax: What's Next? [View article]
    I would not bet on a "booming smartphone market in China" for the next couple of years. People losing their jobs by the millions because of the economic nosedive are not looking to replace their smartphones (or buy new ones) before food and shelter and maybe education of their children. First things first!
    Aug 23, 2015. 12:24 AM | 7 Likes Like |Link to Comment
  • Oracle: Are Investors Best Suited Sitting On The Sidelines? [View article]
    ORCL's nemesis in the cloud is AMZN. Upfront cloud costs are extremely high, but AMZN would have to be spending this money regardless, because the cloud runs its primary business. Additionall, that very circumstance is the best way for AMZN to convince potential customers of their cloud prowess. ORCL does not have those benefits.
    Aug 21, 2015. 03:08 PM | Likes Like |Link to Comment
  • Tsipras calls for snap elections [View news story]
    BBC World News was stating the exact opposite yesterday:
    Tsipras was calling snap elections in the hope of (1) getting rid of ultra left Syrizza PM's that had opposed his EMU deal and (2) getting a greater share of the popular vote for an absolute majority of his party and avoid a coalition partner.

    To implement Brussels' bitter prescriptions, Greece actually needs a strong gov't to move resolutions through parliament. And this is one thing the Troika (or now perhaps Quadriga) cannot do for them.
    Aug 21, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • Tsipras calls for snap elections [View news story]
    Confidence vote or snap elections, Greece is cooked. This country should have never gotten a 3rd bailout. A temporary (leading to permanent?) grexit and return to the Drachma for Greece to sort things out on its own, is what doctor Brussels should have ordered.

    Because, as long as the EU money spigots stay open, the Greeks will fight amongst themselves. Only when the outside money stops flowing will they get down to the real business, namely the survival of the country (incl. themselves).
    Aug 20, 2015. 11:35 AM | 3 Likes Like |Link to Comment
  • Citi: Oracle needs many years to break even on cloud app sales relative to licenses [View news story]
    Not a chance in the clouds for ORCL et al. against AMZN, which lives and dies by the cloud for its own needs/profits and then makes some extra pretty penny offering its vetted software as SaaS to anybody who wants it.
    Aug 19, 2015. 11:16 PM | 1 Like Like |Link to Comment
  • Time To Enter Alibaba, Baidu After Soros Departure? [View article]
    BABA, BIDU, and TCEHY all depend on the Chinese economy more than anything else. And while it's uncertain where that one is going in the short run, most investors are bullish on China's long term economic outlook.

    So, unless you are a trader looking for the absolute lowest entry point for your Chinese investments, all 3 companies look like good long term investments at current prices to me. Cost average into all 3 over the next couple of months, (especially BABA,) and you'll be glad you did probably already a year from now.
    Aug 18, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • A Correction May Be On The Horizon But JPMorgan Chase Still A Good Long-Term Holding [View article]
    The 900 pound gorilla is going to do well going forward, as long as it stays out of legal trouble and the US economy keeps slugging higher. Both of those conditions are showing more hopeful signs all the time, and Jamie seems to have learnt his lessons from the London Whale and the currency rigging scandals. Hope these memories remain indelibly in his mind and conscience.
    Aug 17, 2015. 04:43 PM | Likes Like |Link to Comment
  • How Will A Rate Hike Affect JPMorgan? [View article]
    The "rising yield curve with increasing interest rates" is usually given as the explanation for higher bank profits. I still think a +/-0% fed funds rates (FFR), at which banks have been borrowing for the last several years, is hard to beat for banks to make profits, since they can slap on just about any percentage above the FFR to borrowers with less than stellar credit scores.

    Bottom line, JPM is going to do well, no matter the FFR, as long as they stay out of legal trouble.
    Aug 17, 2015. 04:33 PM | Likes Like |Link to Comment
  • How close was the NSA, AT&T relationship? [View news story]
    Exactly! None of the bloggers on this board, I'm sure, has anything to hide before the NSA. But this is about defending the (First Amendment of the) American Constitution. Let's not throw it (or have it taken) away ever so casually! Because it is what America is all about compared to most of the rest of the world.
    Aug 17, 2015. 11:10 AM | 4 Likes Like |Link to Comment
  • How close was the NSA, AT&T relationship? [View news story]
    are you the official ATT Company response or why are you spreading nonsense?
    Aug 17, 2015. 11:03 AM | 1 Like Like |Link to Comment