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mike mohr

mike mohr
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  • Bloomberg: F-35 faces yet more delays due to software issues [View news story]
    I wonder who is writing the software these days after outsourcing the American jobs to low cost countries?
    Could it be all the H1B visa hoslders?
    Mar 23 09:53 PM | Likes Like |Link to Comment
  • Obama nominating Yellen to be Fed chief [View news story]
    He must be desperate to keep the markets from falling.
    Oct 8 09:24 PM | 1 Like Like |Link to Comment
  • Prime Minister Shinzo Abe's ruling bloc wins big in a vote for the Japanese parliament's upper house. "We've argued that our economic policies aren't mistaken, and the public gave us their support," Abe says. The cynical (yet compelling) take from ZeroHedge: "Japan voted and … the people like rising stocks." Ironically however, some worry that with his power cemented, Abe's focus will shift from economic reform to the pursuit of his party's nationalist agenda. [View news story]
    The People Like Rising Stocks but at what cost and who benefits from it? Rising S&P haven't help me a bit.
    Jul 21 04:31 PM | Likes Like |Link to Comment
  • Goldman assembles a list of 25 dividend favorites with unusually high volatility - meaning put sellers are getting a hefty premium for agreeing to buy the stock at a lower price. Make sure you want the stock first. The strategy works well sometimes and is the proverbial catching a falling knife at others. PFE, BLK, SE, PCL, CL, AEP, SPG, PG, KMI, AVB, CLX, CTL, TWC, LO, T, PM, TWX, NSC, DUK, VZ, WHR, WY, NEE, XOM, SCCO[View news story]
    The Squid wants you to buy while they are selling so they can move the loot into safer treasury.
    Jun 24 03:39 PM | 5 Likes Like |Link to Comment
  • Loopholes allowed Apple (AAPL) to avoid $44B in U.S. taxes from 2009-2012, claims a Senate report released shortly after Apple's official statement. Though peers have also been accused of using offshore havens, the report argues Apple went further by creating a subsidiary (responsible for ~1/3 of profits from 2009-11) that used differences in U.S. and Irish law to have no residence whatsoever. Sen. Carl Levin calls this "the Holy Grail of tax avoidance." Also, while Apple claims $6B in FY12 federal tax payments, the report claims the real number is $2.4B if one backs out deferred payments on foreign cash (only paid if/when the cash is repatriated). [View news story]
    GE is another big Tax cheat. Beside being in the business of dirty job of outsourcing American jobs.
    May 20 08:38 PM | Likes Like |Link to Comment
  • U.S. jobs could return to pre-recession levels by 2014, according to some economists. The latest Wall Street Journal survey of economists, forecasters said they expect employers to add just under 180K jobs a month over the next 12 months, about the same pace as the past two years, but that should pick up as the economy continues to gather steam. For the full year, economists expect 2.4% growth - which is better than the past two years. [View news story]
    Another manipulated news base on hope to get the retail in.
    May 13 07:24 PM | 2 Likes Like |Link to Comment
  • What global slowdown? Chinese April exports rose 14.7% Y/Y vs. 8.6% expected. Imports gained 16.8% vs. 11.6% expected. The trade surplus clocked in at $18.16B. Bloomberg's Adam Johnson: "Imports AND exports better than forecast; 18 hours ago German factory orders better and U.S. job postings up ... Connect the dots." Shanghai (FXI, CAF) +0.7%, Hong Kong (EWH) +0.8%[View news story]
    As if Chinese data is the most reliable data. Total B.S.
    May 8 12:23 AM | 1 Like Like |Link to Comment
  • Calling recent stock market action a "buying stampede" unlike anything he's seen in more than 50 years of watching markets, Jeff Saut says the investors he talks to believe the rally is "artificially induced" and is set up for a crash. The big picture: QE remains, profits have risen along with stocks, the Advance/decline line has broken out to new highs - "there is nothing in the 'tea leaves' suggesting a repeat of double-digit declines" seen in the past 3 springs. [View news story]
    "artificially induced" should read "artificially rigged"
    Apr 15 04:10 PM | 3 Likes Like |Link to Comment
  • "I'm very confident about the medium- and longer-term prospects of the Cypriot economy," says Harris Georgiades, Cyprus' new finance minister, who adds that the country has "some traditional industries, tourism and shipping amongst them." Despite downbeat commentary from the likes of Pimco's Mohamed El-Erian and harsh words from Mario Draghi regarding the country's gold sales, Georgiades says Cyprus "will remain a member of the eurozone. "That is our destiny," he says. [View news story]
    Do what Iceland did.
    Apr 13 11:42 PM | 3 Likes Like |Link to Comment
  • It's "death bells" for commodities, says Citigroup, calling 2013 the year in which it's realized the commodity supercycle is over and a new era in which the relative performance of how "stuff" performs against each other and other assets is what matters. Specifically on oil, Citi calls Q1's move higher without merit and expects the recent downtick in prices to continue. [View news story]
    Agreed. Don't forget they can lever up to buy Gold at firesale.
    Apr 12 04:08 PM | 2 Likes Like |Link to Comment
  • "I am amazed every day at this rally," says Jim Cramer. "It's very unusual to have the cyclicals, the techs, the financials and the drugs all move at once. It's reminiscent of other times where we saw a radical revaluation in the market." While others may see it as signs of another bubble developing, Cramer sees little evidence. "The S&P is only at 15 times earnings," he notes, and the bond market continues to be a place where you can't get any return. This rally Cramer says, is for real. [View news story]
    Please remind him of Bear Stearns before its collapse.
    Apr 11 09:36 PM | 2 Likes Like |Link to Comment
  • "I am amazed every day at this rally," says Jim Cramer. "It's very unusual to have the cyclicals, the techs, the financials and the drugs all move at once. It's reminiscent of other times where we saw a radical revaluation in the market." While others may see it as signs of another bubble developing, Cramer sees little evidence. "The S&P is only at 15 times earnings," he notes, and the bond market continues to be a place where you can't get any return. This rally Cramer says, is for real. [View news story]
    Right the rally is for real. Let the banks buy these cheap stocks. We all know Goldman and your hedge fund friends have to unload their shares.
    Apr 11 08:40 PM | Likes Like |Link to Comment
  • As Q1 earnings season kicks off, the overall tone is more bearish than usual and negative company warnings have outpaced positive revisions nearly five-to-one. Earnings growth is expected to gain by just 1.6%, compared to 6.2% last quarter. The negative warnings are also higher than usual - with 108 negative revisions for S&P 500 companies. When compared to the 23 positive revisions, it is the worst pace in 12 years. [View news story]
    Nothing matters as long as Fed pumps $85 Billion a month into the market.
    As a matter of fact bad earnings are good because bond will rally. Low Interest rate + $85 Billion POMO a month will push S&P over 1650 or higher.
    Apr 9 08:54 PM | 1 Like Like |Link to Comment
  • Bank of America (BAC) has won federal judge's approval for a $2.43B settlement with investors who said the lender hid crucial information when it bought Merrill Lynch in a $50B all-stock deal in September 2008. The settlement, which is among the largest stemming from the global financial crisis, culminated from what the judge referred to as "extraordinarily hard-fought litigation." [View news story]
    Yeap, they have the crook judge in their back pocket.
    Apr 5 08:17 PM | 3 Likes Like |Link to Comment
  • As the markets churn ever higher, the potential for a "Black Swan" type event becomes a worrisome proposition, says CNBC's John Carney. He cites three possible catalysts: The first is too much risk. It took down the market in 2008, and could do so again. Next , rising household debt and a second housing bubble. Lastly, a faltering economy. The market's rebound has been predicated on unconventional stimulus policies from the Fed and faith in an economy that is progressing on the road to recovery. But anemic Q2 growth and weakening job numbers could easily derail that thesis, and with it the entire gravy train. [View news story]
    If it wasn't for Fed $85 Billion a month S&P would still be at 900. If things are so good why do we need a 0% and $85 Billion POMO?
    Apr 3 08:57 PM | 2 Likes Like |Link to Comment
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