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Momintn

Momintn
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  • Amazon Needs Another $3 Billion Cyber Monday Bond Offering [View article]
    Moody's has Amazon rated 2 steps above junk. They are doubtful that Amazon will ever achieve higher margins.

    And I don't think the news is going to get any better over Christmas with the protest over working conditions in the warehouses.
    http://bbc.in/Ieq1XS
    I've heard the same thing here in TN.
    Nov 25, 2013. 10:51 PM | 1 Like Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    All investors who have their money in stocks of companies, like Amazon, that have little if any earnings, should take a look sometime at the internet bubble of the '90s. It was quite a shocker when it burst. As I recollect, IBM did not participate in that bubble either.
    Nov 25, 2013. 08:15 PM | Likes Like |Link to Comment
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    Mr. Druckenmiller made 10% in 2008, 9% in 2009, and -5% in 2010 before he closed his fund. He hasn't had much success lately. I would not be following him.
    Nov 25, 2013. 04:30 PM | 2 Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    For a quick list of Morningstar's credit ratings, look here:
    http://bit.ly/1b0UrDg
    For the other credit agencies, use google to search for the last credit rating.
    Nov 25, 2013. 04:05 PM | Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    If you don't want to analyze the books yourself, go look up the credit ratings. If you don't have a subscription, you can get most of them on Morningstar for free or you can just google "IBM credit rating". Moody's seems to be more conservative than S&P and you can read many of their articles on their site so try an advanced search from the site "http://www.moodys.com"
    Amazon is 2 steps away from junk. I would not invest in junk stocks myself.
    Nov 25, 2013. 03:54 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    I'm surprised that an ex-IBMer is reading the same old resources the non-technical person reads.
    Nov 25, 2013. 03:47 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    "Unless you are going to suspend the first amendment, it depends a lot upon who is spreading the information that you don't like."

    It doesn't matter what I like or don't like. It matters about what the person is doing to make money. And spreading false information to make money is subject to prosecution.
    Nov 25, 2013. 03:45 PM | Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    As far as his track record, the only 3 years I have read or heard him say, 2008-2010 were subpar, especially for hedgefunds. That's why he closed his fund to investors. He now manages some of his own money in that family fund at Duguesne's.
    Nov 25, 2013. 02:17 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    It's pretty scary that so many funds and individuals own Amazon. That stock is in quite a bubble and I just don't see how they can ever earn enough money to substantiate the equity.
    Nov 25, 2013. 01:38 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    Well it isn't going to be sexy when Amazon investors wake up one day and the stock is down to a few dollars like Worldcom or Lucent or one of the other ones with no earnings.
    Nov 25, 2013. 01:36 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    So where are you doing your reading? What do you think of IBM's social site?
    Nov 25, 2013. 01:34 PM | Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    Never said he was an idiot or a monster, and yes he is smart about how to manipulate CNBC and the media, but just not someone I admire. I despise people who talk down the market for their own profit. He probably justifies his actions by giving to charity as does many of those people at the Robinhood conference.
    Do you think people listening to the talking heads on CNBC and their guests have any respect for them? I don't.
    Nov 25, 2013. 01:05 PM | Likes Like |Link to Comment
  • IBM Is Not A Technology Company [View article]
    An article on IBM is a technology leader would be interesting. Why don't you write one on that?
    You can start with the CIO who has been honored as one of the industry's "top performing CIOs who have shown unparalleled leadership to drive innovation and transformation in their businesses." One of IBM's most visible internal projects is called Blue Insight -- the world's largest private cloud for analytics -- which manages more than a petabyte of data and enables some 200,000 IBMers to perform analytics on everything from skills evaluation to sales forecasting and marketing outreach.
    Many News releases such as IBM Named As THE Leader in IDC MarketScape on Worldwide Cloud Professional Services.
    IBM is the world leader in optimization technology. More than 1,000 universities use IBM optimization for research and teaching. More than 1,000 commercial customers, including over 160 of the Global 500, use IBM optimization in some of their most important planning and scheduling applications.
    IBM has 12 research laboratories worldwide and, as of 2013, has held the record for most patents generated by a company for 20 consecutive years.[15] Its employees have garnered five Nobel Prizes, six Turing Awards, ten National Medals of Technology, and five National Medals of Science.[16] Notable inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the Universal Product Code (UPC), the financial swap, SABRE airline reservation system, DRAM, and Watson artificial intelligence.
    Feel free to reply with other leadership notes.
    Nov 25, 2013. 01:01 PM | 4 Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    And that is why people listen to Warren Buffett.
    Nov 25, 2013. 12:11 PM | Likes Like |Link to Comment
  • IBM Is Not A Technology Company [View article]
    You have good insight but IBM is still a technology company with the most patents every year in technology and leads the world in scientific and engineering innovation with centers all over the world.
    Nov 25, 2013. 12:07 PM | 3 Likes Like |Link to Comment
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