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piggysun

piggysun
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  • H-P's FQ2 guidance light, FY14 guidance in-line. PC sales improve. [View news story]
    what are you talking about? it was shopping season last quarter. This quarter the numbers are impressive. Stock is going up tomorrow, breaking $30 resistance.
    Feb 20 11:37 PM | Likes Like |Link to Comment
  • American Capital Agency EPS of -$1.80 [View news story]
    rufusthrat, you know nothing about mREIT
    Oct 29 12:28 AM | Likes Like |Link to Comment
  • Hewlett-Packard: The Smartest Deep-Value Play In High Tech [View article]
    you have no idea. I bought HPQ @ $15 last year, still holding tightly. My target is $40 in 2015.
    Oct 23 12:58 AM | 1 Like Like |Link to Comment
  • Shares of Questcor (QCOR -2.6%) are on the move again after UnitedHealthcare (UNH -0.1%) announces in a network bulletin that, effective April 1, 2013, the insurer will require physicians to submit for prior authorization and approval of Acthar for its plan members. [View news story]
    A little bit more paperwork. "Currently it is optional for network physicians prescribing H.P. Acthar (or immune globulin medications) to submit for advanced notification prior to the administration of these medications. Drug policy criteria and/or manufacturer package labeling are used to review these requests and are the basis for coverage determination."
    Jan 2 04:12 PM | Likes Like |Link to Comment
  • Shares of Questcor (QCOR -2.6%) are on the move again after UnitedHealthcare (UNH -0.1%) announces in a network bulletin that, effective April 1, 2013, the insurer will require physicians to submit for prior authorization and approval of Acthar for its plan members. [View news story]
    This one is very mild ... good chance to load more.
    Jan 2 04:03 PM | 2 Likes Like |Link to Comment
  • Why I Just Said "No" To O [View article]
    why screw up a win-win situation? I just don't get it.
    Dec 14 02:02 PM | Likes Like |Link to Comment
  • Questcor Pharmaceuticals (QCOR -6.1%) after Mizuho starts the stock off with a Neutral rating and $28 price target. There's also word Aetna is fixing to slash more coverage of Questcor's Acthar. [View news story]
    I am also expecting a dividend hike to kill the shorts
    Nov 30 01:34 PM | Likes Like |Link to Comment
  • Intel: This May Take A While ... [View article]
    We are on the same boat, my average is $23.3 and I don't feel comfortable to keep averaging down. I am planning to hold for 2-3 year to see what will come out.
    Nov 20 01:36 PM | 2 Likes Like |Link to Comment
  • REIT Focus: Realty Income Corporation [View article]
    no, ARCT is positive for O, but ARCT shareholders want more, which is no good
    Nov 19 12:34 PM | Likes Like |Link to Comment
  • REIT Focus: Realty Income Corporation [View article]
    FYI, we don't count P/E on REITs.
    Nov 17 06:03 PM | 1 Like Like |Link to Comment
  • Intel (INTC -1%) spikes lower on a Bloomberg report that Apple (AAPL +1.3%) is thinking of abandoning the use of Intel's CPUs within Macs in favor of internally-developed, ARM-based processors such as the ones that power its iOS hardware. Similar reports have been around for a while[View news story]
    I know what you mean. look at the price of macbook, mac air. Does anyone believe Apple will give up the high margin products and go for low-end ARM product lines? That will kill Apple in a fast way. Don't say ARM can do that in a few years. You are comparing the power of 2014 ARM chips with 2010 Intel chips. It's not funny--- it is loser.
    Nov 6 01:28 AM | Likes Like |Link to Comment
  • Intel (INTC -1%) spikes lower on a Bloomberg report that Apple (AAPL +1.3%) is thinking of abandoning the use of Intel's CPUs within Macs in favor of internally-developed, ARM-based processors such as the ones that power its iOS hardware. Similar reports have been around for a while[View news story]
    think about the billions Intel invest in their R&D, I don't think Apple will take such risks to beat Intel
    Nov 5 11:09 PM | Likes Like |Link to Comment
  • Intel (INTC -1%) spikes lower on a Bloomberg report that Apple (AAPL +1.3%) is thinking of abandoning the use of Intel's CPUs within Macs in favor of internally-developed, ARM-based processors such as the ones that power its iOS hardware. Similar reports have been around for a while[View news story]
    Arms margin is too low, not much meat
    Nov 5 05:50 PM | Likes Like |Link to Comment
  • Intel (INTC -1%) spikes lower on a Bloomberg report that Apple (AAPL +1.3%) is thinking of abandoning the use of Intel's CPUs within Macs in favor of internally-developed, ARM-based processors such as the ones that power its iOS hardware. Similar reports have been around for a while[View news story]
    No, a big selling on the news ~ 20M shares
    Nov 5 04:52 PM | Likes Like |Link to Comment
  • More on Apple/Intel: Apple engineers have "grown confident" their power-efficient ARM-based chips will eventually be powerful enough for Macs, sources tell Bloomberg. Also, hardware engineering chief Bob Mansfield is reportedly interested in creating a more uniform experience between iOS and Mac OS. However, Apple is deemed "unlikely to switch in the next few years." To make a full switch, Apple needs to guarantee backwards-compatibility for existing software, something Microsoft didn't do with Windows RT. ARM (ARMH +2.7%) rallied on the report. [View news story]
    No way ARM can be as powerful as Intel x86. There were reasons Apple abandoned their only CPU in 2005. They want to go back to the old failures? Then Apple will be beaten by MSFT again, and NO STEVE JOBS this time to save them.
    Nov 5 04:44 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
90 Comments
62 Likes