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jpau

jpau
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  • Political QuickChat 5: Nov. 5th 2012 [View instapost]
    jakurtz, it's crony capitalism where Amgen has some percentage of their 74 lobbyists asking for a special break it doesn't need to be profitable (Morningstar says they netted $4.345bn in 2012). The fact that they didn't care that other companies selling dialysis drugs would benefit really doesn't make it any cleaner IMO. It's going to cost Medicare $500 million over the next 2 years.

    I'd also like to point out that I included Baucus, a dem. I've pretty much lost hope for our government, it seems almost entirely beholden to corporate masters.

    http://nyti.ms/Toofbo
    Jan 29 06:13 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 203: Jan. 27: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications Norfolk Southern [View instapost]
    You mean, like this (perhaps not so subtle)?

    http://bit.ly/VPQ2yD
    Jan 29 07:36 AM | 5 Likes Like |Link to Comment
  • Political QuickChat 5: Nov. 5th 2012 [View instapost]
    Ask McConnell, Baucus and Hatch why Amgen got $500 million in tax breaks the same way. http://bit.ly/TOUvEL
    Jan 28 10:06 PM | 1 Like Like |Link to Comment
  • QuickChat #252, January 17, 2013 [View instapost]
    The wrong kind of capitalism

    http://bit.ly/X5swNj
    Jan 27 07:23 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 198: Jan. 16: Axion Power PbC Batteries Continue To Demonstrate Effectiveness For Railroad Applications [View instapost]
    I found this line in the JCI presentation interesting.

    Micro Hybrid applications will require a “non-lead-acid” energy storage solution

    Wonder if they are thinking that AGM (or PbC) would be too bulky/heavy?

    It also looks like they want to move toward a one battery solution by 2020, so maybe they feel AGM or PbC can't be a one battery solution?
    Jan 16 08:26 PM | 2 Likes Like |Link to Comment
  • QuickChat #251, January 3, 2013 [View instapost]
    http://bit.ly/11mhsky
    Jan 11 07:39 AM | 2 Likes Like |Link to Comment
  • Kulicke & Soffa: High Growth, Deep Value Opportunity [View article]
    Is 'HP' a verb yet?
    Jan 10 07:44 PM | 1 Like Like |Link to Comment
  • Political QuickChat 5: Nov. 5th 2012 [View instapost]
    Why are they opposed to the deal?
    Jan 1 08:17 PM | 1 Like Like |Link to Comment
  • Kulicke & Soffa: High Growth, Deep Value Opportunity [View article]
    I think they spoke about that in the Q4 conference call. I think dividends are out of their current thinking due to the cyclical nature of the business; they consider buybacks from time to time but 2013 looks like they'll have to spend some money on plant; they also mention inorganic growth - does that translate to expanding through acquisition?
    Dec 29 11:22 AM | Likes Like |Link to Comment
  • QuickChat #250, December 8, 2012 [View instapost]
    I socked 5k shares away at .12 a while back; then stared at it at a dime but never pulled the trigger for more. Still kicking myself for not loading up BCEI at $15 back in June too
    Dec 28 07:58 AM | 4 Likes Like |Link to Comment
  • QuickChat #250, December 8, 2012 [View instapost]
    Jon, what time frame do you see $10, $15?
    Dec 28 07:55 AM | 3 Likes Like |Link to Comment
  • Political QuickChat 5: Nov. 5th 2012 [View instapost]
    Malkin pulled some crap like this back in 2006. It's not good when anyone does it. Is there any value to this other than intimidation?
    Dec 28 07:54 AM | 2 Likes Like |Link to Comment
  • QuickChat #250, December 8, 2012 [View instapost]
    wow, did TAMO move to .21 today?
    Dec 27 08:14 PM | 4 Likes Like |Link to Comment
  • Political QuickChat 5: Nov. 5th 2012 [View instapost]
    Does that take into account the temporary 2% payroll tax cut? I don't think it represents normal cash flow in either case.

    There's so much creative accounting that seems to occur in this country, be it banks, corporations, or our government - I wonder if such a thing as normal cash flow still exists.
    Dec 27 12:20 AM | 1 Like Like |Link to Comment
  • Political QuickChat 5: Nov. 5th 2012 [View instapost]
    That's odd, I use the calculator that they link to and get different results. The outflow is the same, but the income is higher.

    I ran fiscal 2012
    Dec 26 07:37 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
513 Comments
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