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  • Facebook removing messaging from core apps [View news story]
    Facebook details are interesting, but what investors are buying is Zuckerberg's creative talent. If he is not quite a Jobs, he comes close. That is why I hold the stock.
    Apr 10, 2014. 10:36 AM | Likes Like |Link to Comment
  • Taco Bell goes big with breakfast [View news story]
    At age 87, i'm not likely to add to the aesthetic qualities of your site.
    Mar 27, 2014. 05:01 PM | Likes Like |Link to Comment
  • Taco Bell goes big with breakfast [View news story]
    In YUM's case, going for breakfast seems like an attempt to make up for weakness in their existing lines. Whether the US taste for Mexican will translate to breakfast demand and whether YUM can execute efficiently are questions that will remain for a while unanswered. The odds for success seem to me to be about 50/50.
    Mar 27, 2014. 02:49 PM | Likes Like |Link to Comment
  • Westport Innovations misses by $0.03, beats on revenues [View news story]
    Westport's problem is, for the most part, impatience with the pace of their progress. This market looks for a grand story or an acceleration of earnings to justify purchase. WPRT's story is sound, but getting old; its earnings involve cash burn that worries the market. Patience with the company will pay off, but near term performance may be lackluster, or worse. I am sticking with the company, based on their connection with CMI and with major automotive manufacturers.
    Feb 25, 2014. 05:45 PM | Likes Like |Link to Comment
  • Sales and margin worries for KFC China [View news story]
    There are too many stale longs in YUM and brokers/advisors resisting recognition of the true situation. It is a credit to the supporters of YUM that the stock retains its high multiple. The company is in a show-me situation facing what may turn out to be a heavy lift. The report above lays it out very well.
    Dec 6, 2013. 04:53 PM | Likes Like |Link to Comment
  • Epizyme's Management Presents at Morgan Stanley Global Healthcare Conference (Transcript) [View article]
    EPZM is an exciting company. The only problem, aside from possible holes in their technology, is that their future will only be realized over an extended period of time. A company that relies on partnerships with the big guys, is taking on the risks that those guys would rather pass off to a less hazardous model.
    Only in a risk favorable market would EPZM find a high level of investor interest. But, if you like risk, this one of the most conceptually attractive opportunities.
    Oct 6, 2013. 06:13 PM | Likes Like |Link to Comment
  • Bloomberg: Retina iPad Mini arriving this year [View news story]
    The sum of iconic brand, huge cash, low p/e and heavyweight R and D should be enough to quell the recent poor mouthing of AAPL.
    Aug 13, 2013. 10:44 AM | Likes Like |Link to Comment
  • GE reportedly sells apartment portfolio to Blackstone [View news story]
    GE is cleaning up its act, selling non-core assets and boosting their growth opportunities. Turning a battleship around takes time, but they will probably succeed.
    Aug 12, 2013. 05:52 PM | 2 Likes Like |Link to Comment
  • Nuance provides light FQ4 guidance, shares now -6.1% AH [View news story]
    Reaction to NUAN earnings, which exceeded analyst estimates, is typical of this market. The long term potential of the company is ignored, while the short term results determine the stock price. If a stock market was ever paranoid, this one is IT.
    Aug 6, 2013. 05:03 PM | Likes Like |Link to Comment
  • Report: Apple buys Bluetooth chipmaker, possibly for iWatch efforts [View news story]
    The stock market, with its emotional fix on the short term, has been ignoring that AAPL has a lot going on beneath the headlines. With their cash and their massive R and D, AAPL is both a Blue Chip and a powerful growth stock. Grow up, Market.
    Aug 1, 2013. 05:35 PM | 3 Likes Like |Link to Comment
  • In a foregone conclusion, Freeport McMoRan (FCX +1%) completes the final step of its three-way combination with Plains Exploration and McMoRan Exploration (MMR +0.6%), as MMR shareholders vote to approve the $2.2B part of the deal between the two companies. [View news story]
    As in most other market situations today, most of us have little to say.
    The cross currents are too strong, the machine domination of the markets is too powerful, the economic outlook is too murky. In most cases calling for comment, the answer is, "What can we say?"
    Jun 3, 2013. 06:39 PM | Likes Like |Link to Comment
  • More on the Goldman downgrade of Apple (AAPL): Believing an imminent dividend hike/share repurchase could set a floor under the stock price, Goldman is less optimistic about the "timing and impact" of the next product cycle - needed if the stock is going to be an outperformer over the coming year. "The stock's upside potential should be more limited than we previously anticipated." Shares +0.25% premarket. [View news story]
    Goldman's history re: AAPL reminds me of a quote from Lenin at the height of the Russian revolution: "I must find where the people are going, so I can lead them."
    Apr 2, 2013. 09:11 AM | 4 Likes Like |Link to Comment
  • Caterpillar's (CAT -1.5%) retail sales of machines -13% Y/Y in three months to February vs -12% in three months to January, with AsiaPacific -26% in Dec-Feb, North America -12%, EMEA -9%, Latin America +3%. Power Systems sales -7% in February period, as in January period; electric power -8%, industrial -25%, transport +15%, petroleum -8%. (PR[View news story]
    What bothers me about CAT results and outlook is the implication for the world economy. Is CAT telling us that world growth is seriously in decline? I think the message is clear: the bullishness of investment advisors and brokers is self-serving and not reflective of the real situation.
    Mar 20, 2013. 10:03 AM | 3 Likes Like |Link to Comment
  • More on Molycorp's (MCP) Q4 results: Revenues rose 1.1% Y/Y to $134M vs. $161M analyst consensus. Sees H1 financial performance slightly weaker than H2 2012, but expects global supply and demand for rare earth oxides will approach a healthier balance during 2013, and pricing within many key applications of rare earths will be beneficial to both customers and suppliers. MCP +1.8% AH. [View news story]
    Molycorp suffers from the opacity of its future. No sooner do rare earth prices go up than they go down. The outlook for rare earths is not bad in the macro, but the China factor messes it up. Molycorp is a total crap shoot. Having lost a lot of money on it, I feel a certain degree of qualification for my opinions. Let someone else fool around with it.
    Mar 14, 2013. 08:40 PM | Likes Like |Link to Comment
  • Mobile app stores will generate $25B in revenue this year and 35% of this total ($8.8B) will involve tablet apps, predicts ABI. iOS (AAPL), whose monetization edge over Android (GOOG) is well-documented, is expected to account for 65% of sales - assuming  a 30% cut, that translates into $4.88B in revenue for Apple. Android is seen accounting for 27% of revenue ($2B for Google), and all other platforms 8%. ABI predicts iOS will make up 33% of smartphone downloads and 75% of tablet downloads, and Android 58% and 17%. [View news story]
    Whatever the details of APPL operations and outlook, this kind of Alpha comment is among the few that reflect on the actual value of AAPL. Morgan Stanley's explanation that growth mutual funds have been shucking out AAPL as no longer being a growth stock makes sense, but its severe devaluation is more a market phenomenon that a reflection of value.
    Everyone is throwing darts at AAPL, but they will over time have to admit that it is one of the greatest companies of our era.
    Mar 14, 2013. 07:07 PM | 7 Likes Like |Link to Comment
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