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papayamon

papayamon
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  • Linn Co declares $0.1042 dividend [View news story]
    Puts me in at 2.90. Nothing spectacular. Also selling 3.50 calls on a portion of it. If LINE survives, should be a good payoff. I can't fathom being in at 30 and watching this happen.
    Sep 1, 2015. 11:27 PM | 1 Like Like |Link to Comment
  • Why Skylake Is A Future Earnings Catalyst For Intel [View article]
    I had fits with Windows 10 compatibility issues with more software than I thought. I use Adobe's Creative Cloud, and the problems there became a deal breaker. I rolled back to Windows 8.1 and the Classic Shell add on.

    I honestly expected things to work fairly well. I did keep Windows 10 on a Laptop but I don't see what's so great about the Edge browser. Hardly revolutionary.

    That said, if Intel puts out a significantly faster processor, I'm a buyer.
    Aug 28, 2015. 12:23 PM | Likes Like |Link to Comment
  • Micron And Intel: Non-Volatile Memory Is Exploding [View article]
    Phred, what does this do in terms of establishing a price target for MU? Doesn't seem MU can find a floor, though some of this is the broader market decline.
    Aug 20, 2015. 08:12 AM | Likes Like |Link to Comment
  • Micron And Intel: Non-Volatile Memory Is Exploding [View article]
    Phred, care to toss out a price for MU in a year?
    Aug 19, 2015. 08:03 PM | 1 Like Like |Link to Comment
  • 'Realeconomik' In The Unpredictable Oil Market [View article]
    You've got to be kidding, seriously. Look at the losses of those folks in the oil and gas business. Do you think there would have been such a huge investment in projects that are now utterly unprofitable? The people steering these decisions were in the business. So how are they any better off than retail investors? Ask Harold Hamm how he feels now that he sold this hedges when oil was in the 70's, because Saudi Arabia was a "toothless tiger".

    It's never "safe" to invest in anything, for anyone. If you want safe, buy a CD. Even then, inflation could steal your investment.
    Aug 14, 2015. 12:43 PM | 1 Like Like |Link to Comment
  • A New Deal For Greece [View article]
    I just don't understand why the Germans should object to working till their 70's so the Greeks can retire comfortably at 50. What could possibly be the problem?
    Jul 6, 2015. 05:52 PM | 2 Likes Like |Link to Comment
  • Walter Energy: Is There Any Value Left Here? [View article]
    About the only way this company could raise money is to have the senior management team each sell a kidney. Unfortunately, their brains aren't worth much, even if you lump them together.
    Feb 18, 2015. 09:42 AM | 2 Likes Like |Link to Comment
  • EU, Greece approach final showdown [View news story]
    http://bit.ly/1v1mao7

    Yeah, I'd be happy to loan this country money that will never be paid back. This is a country where there's been such rampant sucking of public monies that Greece has ran out of its own money. I believe Margaret Thatcher said that the problem with socialism is you eventually run out of other peoples money. My guess is the rank and file German worker doesn't want to provide Greece with the "other peoples money" that they need to have this welfare state stay afloat.
    Feb 15, 2015. 05:22 PM | 7 Likes Like |Link to Comment
  • EU, Greece approach final showdown [View news story]
    I'm all in favor of letting Greece pay its own way. If the Greeks want to allow people to retire at 50 and even pay pedophiles disability because they're not well, let them do it. I just don't see the Germans working until they are 70 to fund that. This is a failed experiment in socialism.
    Feb 15, 2015. 03:10 PM | 17 Likes Like |Link to Comment
  • Stocks pull back on Greece news, oil price reversal [View news story]
    How can it be anyone's fault except for Greece? This is an ultra liberal entitlement socialist failure. As long as they can siphon off money from others, things are fine. I say let Greece implode.
    Feb 4, 2015. 07:40 PM | 16 Likes Like |Link to Comment
  • Fannie And Freddie: Current Plans Could Affect Iowa Pensions [View article]
    Well, Obama needs money to reward people who don't make much of an effort to work, his core constituency. What could be more important than stealing the savings of people who worked, payed taxes and saved? This is really a 100% tax, only it isn't called a tax. I don't know how anyone will expect the government to act fairly in the future given this track record.

    Any idiot could see that releasing the GSE's to rebuild capital would truly stabilize the system. The government's insistence on insuring that shareholders are reduced to bagholders is simply perverse. The constitution be damned.
    Dec 29, 2014. 04:04 PM | 2 Likes Like |Link to Comment
  • Linn Energy: Fears Of A Distribution Cut Are Way Overblown [View article]
    Now, that's sounds more like an entitlement than a dividend. You could always sell, then none of the distribution cuts would "cost" you a penny :).
    Nov 25, 2014. 03:38 PM | 9 Likes Like |Link to Comment
  • Will OPEC agree to cut output? Will it matter? [View news story]
    Yes, it's a tri-level chess game and far too complex to predict. I would think at some point, they will all cry uncle when they hurt enough. The bottom line is that in the long run, oil will not be so (relatively) valuable and these economies will need to be based on something besides pulling oil out of the ground.

    In the interim, this certainly has the possibility of increasing tensions till all hell breaks loose.
    Nov 24, 2014. 08:12 PM | 1 Like Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    We may well see some recovery with another China rate cut and European QE.
    Nov 23, 2014. 04:37 PM | 1 Like Like |Link to Comment
  • Update: After Moynihan's Commentary, We Still Like Bank Of America [View article]
    If you have only the the letters it takes to spell Brian Moynihan in a bowl of alphabet cereal, they spell out "SIX SIX SIX". Interesting, no? Clearly, the mark of evil.
    Nov 17, 2014. 11:52 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,196 Comments
1,531 Likes