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losbronces

losbronces
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  • Microsoft May Have Delivered A Knockout Punch To BlackBerry [View article]
    I haven't used those models. My last BBRY was a 2012 model. So perhaps they have solved the issue with those new models.
    Oct 29, 2014. 10:17 AM | Likes Like |Link to Comment
  • Microsoft May Have Delivered A Knockout Punch To BlackBerry [View article]
    Thats odd. Its happened to everyone else that was using them in the companies I was with. It was something of a joke. At least we all knew the trick. Maybe they've improved (although I had to do the battery swap in Toronto in early 2013). I do know that I haven't seen the famous MS "blue screen of death" in a long time.

    I really like the phones due to the keyboard & real capability to do E-mail (we replaced Samsung flip phones the first time). Track ball models all had failures (try operating one with the trackball out of commission). Then Blackberry was standard issue everywhere I worked (from 1995 onward), until it was replaced with Apple at the last two companies I worked at (one Chinese in 2010 & the other Canadian in 2013). And the Canadian company ran away from Blackberry due to concerns about bankruptcy. So perception is important for business users.

    The service outages are well documented.
    Oct 29, 2014. 10:07 AM | 3 Likes Like |Link to Comment
  • Microsoft May Have Delivered A Knockout Punch To BlackBerry [View article]
    I do not think of stability when I think of Blackberry. How many times have you had to pull the battery from your Blackberry phone to reset it? I have had to do that many times when it locked up (five different models, including the horrible track ball one). I've also experienced service outages and E-mail stoppages.
    I've seen firsthand that it is not a stable platform.
    Oct 29, 2014. 09:30 AM | 7 Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    Great recommendations on those banks.
    Oct 29, 2014. 08:26 AM | 1 Like Like |Link to Comment
  • Oil & Gas Stocks: How Far Are We In This Correction? [View article]
    Transportation stocks, or an ETF like (XTN).

    Airlines would be good, but I don't think the Ebola problem is sufficiently controlled yet (could stop some people from flying).
    Oct 28, 2014. 03:26 PM | 1 Like Like |Link to Comment
  • Home price growth cooling fast [View news story]
    Corn prices are down significantly this year on the heels of a record crop: http://bloom.bg/1xjPhzT

    Meat prices are up, but that seems more demand-related.
    Oct 28, 2014. 12:55 PM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    Those do look like a better way to play a rebound.

    But we getting away from the subject of the article...
    Oct 27, 2014. 03:09 PM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    Under $11 right now in PM.
    Oct 27, 2014. 09:12 AM | Likes Like |Link to Comment
  • India picks Israeli anti-tank missile over U.S. model [View news story]
    Joro: IMO, nobody at LMT will be happy about losing a $US500 million order. It is business news. As to whether this news is actionable or not, that is up to the individual investor to decide.
    Oct 26, 2014. 12:08 PM | 1 Like Like |Link to Comment
  • India picks Israeli anti-tank missile over U.S. model [View news story]
    The Javelin system worked just fine for a group of SOPs who stopped an entire armored column in Iraqi Kurdistan. Low recoil (soft start for about 10 yards) and you can set them to come straight down on the target (avoiding the heaviest armor) or at a low angle into the target. They are fire & forget and you don't need direct line of sight--a heat signature will do. Intense training not required either.

    Not so sure the Israeli product is superior. It might be more about the potential political issues as pointed out by others. Especially the issue about seeing actual delivery of the systems. It could even be about pricing.
    Oct 26, 2014. 12:03 PM | 6 Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    If you are looking to go short or long via puts or calls, be aware that options currently have a lot of IV priced in due to the elections. That IV component of the option price will drop hard once the election results are known.
    Oct 24, 2014. 09:36 AM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    Well, you did make me look at it. I'm just not seeing a low-risk play.
    Oct 23, 2014. 05:56 PM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    It looks like a strangle needs a $3 move up or down to make money. Lots of IV priced into those options. And the IV drops hard on Monday. .

    I don't think we get a $3 drop if Dilma Rousseff wins, as I expect she will. It might even kick up a bit on a relief rally.

    The election is just not a super-strong binary event imo. I think a Rouseff victory is already being priced into PBR & other Brazilian stocks. I'll sit this one out.
    Oct 23, 2014. 04:51 PM | 1 Like Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    I think it would be worthwhile to listen to Jim Chanos before you put your money down on PBR. He points out some other issues like debt, future capital requirements to go along with the current low margins.
    Oct 22, 2014. 03:15 PM | 3 Likes Like |Link to Comment
  • Tesla: Why So Bearish? [View article]
    No worry about spies. After all Elon Musk is making the technology available to everyone at no charge.
    Oct 22, 2014. 09:57 AM | 2 Likes Like |Link to Comment
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