hksche2000

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  • Orange +2.7% amid return to revenue growth in Spain  [View news story]
    "Mobile customers grew by 5.3M net additions to come to 191M (up 2.9% on comparable basis). Fixed broadband customers grew 2.9% to 17.8M, including 2.226M fiber subs. Digital TV had 8.2M customers (up 10.4% on comparable basis)."

    Those are great numbers. French Telecom (ORAN), keep doing what you're doing, it finally seems to be working.
    Apr 26, 2016. 11:08 AM | Likes Like |Link to Comment
  • Seeking Alpha's Market Challenge: Apple After Earnings  [View article]
    With a P/E11, not sure why WS demands nearly perfect performance, past and outlook, from AAPL, or down goes the stock. Why are good results for AAPL usually not good enough for WS? I think subconsciously WS still measures Cook against Jobs and reacts disappointed. TC's boldness, creativity, and vision for the company remain unconvincing to WS and a significant segment of its shareholders. Is Tim too timid?
    Apr 26, 2016. 11:03 AM | 3 Likes Like |Link to Comment
  • Micron jumps after SK Hynix forecasts strong Q2 shipment growth, plans lower capex  [View news story]
    The chip maker yoyo keeps doing tricks. No real change in chip outlook evident for 2016.
    Apr 26, 2016. 10:41 AM | Likes Like |Link to Comment
  • AIG Looks Like A Buy  [View article]
    Benmosche saved AIG, there's no doubt about that.

    He also had the trust of WS, which Hancock doesn't. Don't know whether Hancock is arrogant, but when you see him in interviews he comes across as slow (dense?) and sorely lacks the eloquence to persuade WS of his plans for the company. That's why Paulson, Icahn got on board to instill some confidence for AIG on WS, but they haven't been able (yet) to make up for a weak CEO.
    Apr 25, 2016. 10:26 AM | 1 Like Like |Link to Comment
  • China's Baidu launches self-driving car team in U.S.  [View news story]
    BIDU automatically has the advantage of being in the driver's seat in China, where the need for self driving cars is probably even greater and more lucrative than in the USA. Gov't sponsorship may be anticipated in EU, US, China at some point going forward, which would be huge.
    Apr 22, 2016. 02:00 PM | 1 Like Like |Link to Comment
  • Alphabet: Sunk By Hidden Costs  [View article]
    Things will always be different at "crazy GOOG", but throwing money out of the window with both hands has never been a good thing for the bottom line (or investors!). Hope the new CFO will be given the power to reign in some of those excesses for the benefit of all and GOOG's stock price going forward. GOOG pay of executives is out of control and some of their expensive ventures seem to have no hope of profitability even long term.
    Apr 22, 2016. 01:51 PM | 2 Likes Like |Link to Comment
  • AMD soars on Q1 beat, strong Q2 guidance, Chinese licensing deal/JV (updated)  [View news story]
    AMD has been my biggest loser, but I continued to believe in their creativity. It just took them too long to get into the the right line of inventions and out of INTC's way (noose). Specialty ARM chips, gaming, licensing, and getting into China JV's is a much better way for AMD to go forward profitably. Glad I didn't sell.
    Apr 22, 2016. 01:35 PM | 1 Like Like |Link to Comment
  • Transocean: A Few Wins And A Secretive Contract  [View article]
    In times like the present, signing 3 new contract is a huge vote of confidence in RIG's prowess among the drillers (and RIG investors!).
    Long RIG and staying.
    Apr 22, 2016. 01:21 PM | 6 Likes Like |Link to Comment
  • Blackstone lower by 3% after reporting tough quarter  [View news story]
    I guess it's BX's exposure to the energy sector. More pain to come, just talk to the banks.
    Apr 21, 2016. 04:19 PM | Likes Like |Link to Comment
  • Blackstone hedge fund struggles  [View news story]
    For what it's worth, according to Bloomberg:
    "Blackstone’s Senfina
    One of the newest entrants in the strategy was the best performer last year. Blackstone Group LP, which oversees the world’s biggest fund of hedge funds with $69 billion under management, opened its Senfina Advisors unit in 2014. It now runs about $2 billion across about 10 teams and posted a 21 percent return, ranking it eighth on Bloomberg’s list, tied with Tybourne Equity."

    Senfina's top 10 would be interesting to know but are likely proprietary info.
    Banks and oil stocks did poorly since the start of 2016 and may have been in the top 10. Anybody knows?
    Apr 20, 2016. 06:01 PM | 1 Like Like |Link to Comment
  • Blackstone hedge fund struggles  [View news story]
    Don't know the actual size of the BX Senfina hedge fund, but I bet it isn't small when Schwarzman is all in calling it "the real star". When SS bets, he doesn't bet small. Anybody knows what percentage of BX is invested in Senfina?
    Apr 20, 2016. 05:49 PM | 1 Like Like |Link to Comment
  • Some of Brean's top picks for Q2  [View news story]
    "ORCL: Some of Brean's top picks for Q2"
    So, where's ORCL in this (except in the title).
    Did SA Editors forget/remove it from the Brean list, or was Goofy here?
    Apr 18, 2016. 04:32 PM | 4 Likes Like |Link to Comment
  • Alibaba: Set To Dominate Outside Of China  [View article]
    So why isn't everybody (and WS) jumping on BABA's bandwagon? Why's everybody overpaying for AMZN but underpaying for BABA? After all, BABA is listed on the NYSE, not Hong Kong.
    Apr 18, 2016. 04:21 PM | 5 Likes Like |Link to Comment
  • Qualcomm: Expect Better Snapdragon Sales  [View article]
    By contrast to INTC, which seems to always just plodding along, QCOM has been coming out with innovative, top of the line ideas. They sometimes make you wait a while, which can be frustrating for long investors, but they still are good for nice surprises. I'm still holding onto my QCOM shares.
    Apr 18, 2016. 03:34 PM | 1 Like Like |Link to Comment
  • Micron upsizes debt offering to $1.25B, sets 7.5% interest rate  [View news story]
    I guesss MU is willing to pay 7.5% in order to survive the current chip cycle bust. Hopefully the cycle will recover before MU goes bust.
    Apr 15, 2016. 10:51 AM | 4 Likes Like |Link to Comment
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