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  • The Smart Moves Of BlackBerry [View article]
    1st line of summary bared fruit indeed - all those naked Apples and Blackberries have me blushing
    I can't define credibility, but I know it when I don't see it.
    Jul 31 06:29 PM | 5 Likes Like |Link to Comment
  • BlackBerry (RIMM) is cut to Sell at Credit Suisse, which sees neither a buyout (at these prices) nor a break-up of the company as likely. The analyst team sees BlackBerry's value at about $3.1B, or a 40% discount to the current price. Shares -4.4% premarket. [View news story]
    Is known already. There is nothing special about the BB10, and no particular reason to buy it. It is a regular-old smartphone with crappy battery life and standard everything else - unless they are giving it away for free, there is no reason to want one.
    It is about as 'meh' as you are likely to encounter in an afternoons smartphone shopping.
    If you are hoping for sales of this thing to prop up the stock, you will wait for a long time.
    Jan 31 08:39 AM | 2 Likes Like |Link to Comment
  • Amazon (AMZN +5.4%) is now up strongly post-earnings, as worries about top-line weakness and aggressive spending get overshadowed by a rising gross margin. Growing sales of e-books, AWS server/storage capacity, and third-party merchandise (now 40% of unit sales) are contributing to the margin gains. Goldman thinks these trends will lead to Amazon's operating margin bottoming later this year, and reaching 3.7% in 2013. Nomura (previous) also forecasts rising margins. (transcript)  [View news story]
    Hmmm - that would be the visionary leader of the one-trick pony, or are you suggesting that all of the other ponies simultaneously died with him ? How much vision and leadership does it take to impart one trick to a small horse anyway ? Which trick is it that AAPL singularly holds ?
    So many questions, so little understanding. One day, with luck, you 'll shift from the latter to the former.
    Jul 27 03:24 PM | 3 Likes Like |Link to Comment
  • 4 Bank Stocks To Consider Buying Now [View article]
    congratulations on your timing though - Whitney Tilson would certainly approve :)
    Nov 22 07:21 PM | Likes Like |Link to Comment
  • 4 Bank Stocks To Consider Buying Now [View article]
    actually it seems not...

    "It appears that the key news of the day was not the fluff about the IMF which as we said was total non-news, but adverse news from the Fed which just announced that it is launching its 2012 bank stess test which unlike previous iterations may actually demand capital raises from US banks. Reuters reports: "The U.S. Federal Reserve plans to stress test six large U.S. banks against a hypothetical market shock, including a deterioration of the European debt crisis. The Fed said it will publish the results next year of the tests for six banks with large trading operations. Those banks are Bank of America, Citigroup, Goldman Sachs, JPMorgan Chase, Morgan Stanley and Wells Fargo. The Fed said its global market shock test for those banks will be generally based on price and rate movements that occurred in the second half of 2008, and also on "additional stresses related to the ongoing situation in Europe."

    Nov 22 07:15 PM | Likes Like |Link to Comment
  • 4 Bank Stocks To Consider Buying Now [View article] the major banks 'cos they 'look cheap'.
    Ignore the fact that their balance sheets are completely impenetrable, they all have unstated exposure to a rapidly growing European debt crisis and that they are currently flogging off any assets that are not nailed down to ensure some semblance of liquidity when the inevitable SHTF.
    But, as long as the analysis think the banks are undervalued this must be a buying opportunity, as analysts are never wrong about these things...
    Nov 22 08:46 AM | 1 Like Like |Link to Comment
  • The Contrarian Take on U.S. Government Debt [View article]
    And in other news, the sun will rise in the east tomorrow, and bears will be observed to defecate in woodland areas...
    Apr 1 03:42 PM | 7 Likes Like |Link to Comment
  • The New Foreclosure Trend [View article]
    would suggest reading Trader Mark's take on this - he has been talking about this for over a year now. Even Cramer has picked up on this idea, so it must be worth thinking about :)
    Can anyone comment on the tax and recourse position of these non-evictees - are they on a free lunch, or will it come back to haunt in the end ?
    Mar 17 12:38 PM | Likes Like |Link to Comment
  • Wednesday Outlook: Commodities, Global Markets [View article]
    Was very glad to read your news regarding Francie - I hope this means that this episode is behind you both and you can now go get on with your lives. This was the best outcome that could have been hoped for. Good fortune and good doctors make good long lives.

    Much luck to you both, and thanks for your efforts here
    May 26 09:46 PM | 2 Likes Like |Link to Comment
  • In Memory of Greg Newton [View article]
    Very sorry to hear this news - I much appreciated Greg's wisdom and humor and will miss his contributions greatly.

    With sincere condolences to all who knew him personally.
    Apr 3 04:15 PM | 3 Likes Like |Link to Comment