wolverine27's Comments wolverine27's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/405088/comments The smooth ride of the first few weeks of 2012 is coming to an end soon, a gloomy Charles Reinhard of Morgan Stanley says, pointing to policy ineptitude on both sides of the Atlantic that will make for rough sailing ahead. Take your profits now: "The economy is still fragile, and until we see a light at the end of the tunnel, we think it’s better to drive more cautiously." http://seekingalpha.com/currents/post/153321?source=feed#comment-2703221 2703221
pathetic .]]> Thu, 16 Feb 2012 15:47:01 -0500
pathetic .]]> The Troika will need a permanent presence in Greece with authority before the bailout can proceed, an EU source tells Dow Jones. Additionally, an escrow account will need to be set up to ensure rescue funds are used to pay debt. (previous) http://seekingalpha.com/currents/post/149961?source=feed#comment-2673091 2673091 the truth is the eu doesnt want contagion ......the greeks should give the euro keys to the eu and say see you later.

they will get emergency funding from the imf and have no debt. its what corporations do every day.]]> Wed, 15 Feb 2012 16:10:51 -0500 the truth is the eu doesnt want contagion ......the greeks should give the euro keys to the eu and say see you later.

they will get emergency funding from the imf and have no debt. its what corporations do every day.]]> Tim Cook (AAPL) reportedly sent an urgent memo yesterday addressing alleged violations of health and safety at factories of suppliers, following negative stories in NYT and elsewhere (I, II). Cook says Apple is “attacking problems aggressively” and that the company is leading the industry by planning to open up to the Fair Labor Association for inspection of suppliers’ facilities. http://seekingalpha.com/currents/post/112466?source=feed#comment-2208975 2208975
love their products , but they are far from having clean hands.]]> Fri, 27 Jan 2012 13:41:52 -0500
love their products , but they are far from having clean hands.]]> Don't get carried away by today's misplaced optimism over the ECB and Greece, says Art Cashin. It's more a "sigh-of-relief" rally than anything else. Greece is just the immediate, right-now issue, but the problem isn't going away anytime soon. Soon we'll have to deal with Portugal, and then Italy. (video) http://seekingalpha.com/currents/post/110664?source=feed#comment-2198829 2198829 unemployement has also risen across the board ....our numbers are slightly better at 8.5 but thats debatable.
growth forecasts for every nation lowered.

these are facts.]]> Tue, 24 Jan 2012 11:38:36 -0500 unemployement has also risen across the board ....our numbers are slightly better at 8.5 but thats debatable.
growth forecasts for every nation lowered.

these are facts.]]> Priceline (PCLN) kills off William Shatner's Negotiator character in a new 30-second TV spot set to begin airing Monday. "Save yourselves - some money," he says as he and a bus of panicked vacationers tumble off a bridge. After Shatner's 14-year run as Priceline's pitchman, the company says an advertising change is needed as it shifts from a name-your-price model to a fixed-price approach. http://seekingalpha.com/currents/post/110922?source=feed#comment-2196693 2196693 Mon, 23 Jan 2012 17:17:50 -0500 Netflix (NFLX -2.6%) gives back some of its recent gains following a critical note from Caris' David Miller. Miller thinks Netflix will guide for operating losses for at least the next 2 quarters during Wednesday's Q4 report, and remains concerned about the potential for higher licensing payments to EPIX. However, B. Riley's Eric Wold is lifting his PT to $125 on hopes of better-than-expected domestic subscriber growth. http://seekingalpha.com/currents/post/111070?source=feed#comment-2189680 2189680 hulu , blockbuster , coinstar and rising content cost will soon send this company where kodak now sits.
they need a big brother like amzn or they are finished. the only people buying the stock are hedge funds and institutions looking for a positive performance for bonuses.

this is the clear pump and dump company.]]> Fri, 20 Jan 2012 13:11:47 -0500 hulu , blockbuster , coinstar and rising content cost will soon send this company where kodak now sits.
they need a big brother like amzn or they are finished. the only people buying the stock are hedge funds and institutions looking for a positive performance for bonuses.

this is the clear pump and dump company.]]> Don't get carried away by today's misplaced optimism over the ECB and Greece, says Art Cashin. It's more a "sigh-of-relief" rally than anything else. Greece is just the immediate, right-now issue, but the problem isn't going away anytime soon. Soon we'll have to deal with Portugal, and then Italy. (video) http://seekingalpha.com/currents/post/110664?source=feed#comment-2189541 2189541 i have no clue at the indicators you mention got better ?

from europe to asia to the united states every single data point has gotten worse . the world is deleveraging and it is eating growth. 2 months of a great mkt rally doesnt make a market .

things will eventually need to get flushed out to build a better foundation for growth .

as i post ..portugal 10 yr hits 15 % . get ready for another bailout and more voluntary haircuts.]]> Fri, 20 Jan 2012 12:31:18 -0500 i have no clue at the indicators you mention got better ?

from europe to asia to the united states every single data point has gotten worse . the world is deleveraging and it is eating growth. 2 months of a great mkt rally doesnt make a market .

things will eventually need to get flushed out to build a better foundation for growth .

as i post ..portugal 10 yr hits 15 % . get ready for another bailout and more voluntary haircuts.]]> Steve Schwarzman to the Fed: none of your business. Blackstone (BX) is changing the structure of its 14.1% stake in BankUnited (BKU) after CEO Schwarzman balked at providing personal financial information to the Fed. It isn't clear why Schwarzman is so sensitive about it, except that he doesn't exactly hold the government in high regard. http://seekingalpha.com/currents/post/111048?source=feed#comment-2189512 2189512 schwarzman is a tool.]]> Fri, 20 Jan 2012 12:20:39 -0500 schwarzman is a tool.]]> Fitch expects that a ratings review of Belgium, Spain, Slovenia, Italy, Ireland and Cyprus will result in downgrades of 1-2 notches in most of those countries, senior director Ed Parker says. The review should be completed by the end of the month. http://seekingalpha.com/currents/post/110836?source=feed#comment-2186882 2186882 Thu, 19 Jan 2012 13:38:09 -0500 Don't get carried away by today's misplaced optimism over the ECB and Greece, says Art Cashin. It's more a "sigh-of-relief" rally than anything else. Greece is just the immediate, right-now issue, but the problem isn't going away anytime soon. Soon we'll have to deal with Portugal, and then Italy. (video) http://seekingalpha.com/currents/post/110664?source=feed#comment-2185171 2185171
i look at ism numbers around the world
i look at unemployment numbers around the world
i look at bond yields around the world
i look at total debt of countries around the world
i look at the real estate over hang around the world
and i wonder which is the liar ? bond market or stock market ?
i need to see positive data not data that is deemed not that bad.]]> Wed, 18 Jan 2012 23:02:26 -0500
i look at ism numbers around the world
i look at unemployment numbers around the world
i look at bond yields around the world
i look at total debt of countries around the world
i look at the real estate over hang around the world
and i wonder which is the liar ? bond market or stock market ?
i need to see positive data not data that is deemed not that bad.]]> "An acceptable deal now seems reachable, perhaps as early as this week," says a senior banker of Greek debt restructuring talks. As floated last night, bondholders would see a loss of 68% in NPV terms. One person close to the talks cautions it was this time last week a deal was thought to be at hand, but things collapsed by Friday. http://seekingalpha.com/currents/post/110570?source=feed#comment-2183720 2183720 Wed, 18 Jan 2012 13:38:33 -0500 European shares close mixed, buffeted about by a supposed floated increase in IMF funding that turned out not to be so. Stoxx 50 -0.3%, Germany +0.3%, France -0.2%, Italy -0.5%, Spain -1.4%, U.K. +0.1%. Euro +0.7% to $1.2827. http://seekingalpha.com/currents/post/110551?source=feed#comment-2183607 2183607 Wed, 18 Jan 2012 13:07:30 -0500 The Eurogroup hits the tape saying it will do "whatever it takes" to overcome the crisis, and is exploring options to maintain the EFSF's AAA rating. France and Austria together account for 23% of the rescue fund's backing. Add in the PIIGS, and a majority of the EFSF's capital comes from non-AAA countries - it's unclear how a AAA can be maintained. http://seekingalpha.com/currents/post/110100?source=feed#comment-2172844 2172844
im curious if there is an affair going on between merkel and sarkozy ...thats a lot of talk with nothing getting done. ugh .]]> Fri, 13 Jan 2012 17:52:34 -0500
im curious if there is an affair going on between merkel and sarkozy ...thats a lot of talk with nothing getting done. ugh .]]> Dow Jones reports S&P Managing Director John Chambers as saying the agency will complete its review of the EFSF next week. Given the downgrade from AAA of one of its key backers (France), it's hard to see how a downgrade of the rescue fund can't be in the cards. (previous) http://seekingalpha.com/currents/post/110102?source=feed#comment-2172833 2172833 Fri, 13 Jan 2012 17:48:25 -0500 The EU is set to recommend sanctions against Hungary for not doing enough to bring its deficit below 3% of GDP. This sets in motion the next stage of the Excessive Debt Procedure at which the country could be shut out of the EU cohesion fund. For the record: 23 of 27 EU states are running deficits above 3%. http://seekingalpha.com/currents/post/109552?source=feed#comment-2165494 2165494
what a joke these so called leaders are . i am shocked that there isnt more unrest aka egypt in these countries. merkel . sarkozy and the like have no business running a country much less running the euro.]]> Wed, 11 Jan 2012 13:14:41 -0500
what a joke these so called leaders are . i am shocked that there isnt more unrest aka egypt in these countries. merkel . sarkozy and the like have no business running a country much less running the euro.]]> Despite Netflix (NFLX +8.2%) rising over 30% already this year, Whitney Tilson reckons the stock "should go crazy to the upside." Tilson gives four reasons: the Street overreacted to the downside; Netflix is an easy acquisition for large players; its new services in the U.K. and Ireland; and U.S. subscriber growth is growing again. http://seekingalpha.com/currents/post/109104?source=feed#comment-2159550 2159550 he based his model on streaming video profits . mr tilson is dillusional .streaming business is controlled by the content provider. what is netflix going to stream ....dora the explorer reruns ?

the only hope nflx has is a buyout , period. they better package themselves for a huge payday and exit . they are going to get crushed by anyone with deep pockets and can do the same thing they do.

tilson just made his bonus for the year and will be on some business cover by pumping a stock on short covering.]]> Mon, 09 Jan 2012 13:44:45 -0500 he based his model on streaming video profits . mr tilson is dillusional .streaming business is controlled by the content provider. what is netflix going to stream ....dora the explorer reruns ?

the only hope nflx has is a buyout , period. they better package themselves for a huge payday and exit . they are going to get crushed by anyone with deep pockets and can do the same thing they do.

tilson just made his bonus for the year and will be on some business cover by pumping a stock on short covering.]]> Following a meeting in Paris, Merkel, Sarkozy, and Monti issue a statement announcing another summit between the three, this one in Rome on Jan. 20. Sarkozy: Italy and France have identical views on solving the crisis. http://seekingalpha.com/currents/post/108842?source=feed#comment-2153388 2153388
still waiting on the 1.2 trillion in funds.]]> Fri, 06 Jan 2012 12:34:28 -0500
still waiting on the 1.2 trillion in funds.]]> Sources tell DigiTimes that Apple (AAPL +0.6%) will introduce an iPad 3 in March and an iPad 4 in October. The iPad 3 would offer a higher-resolution display but otherwise similar hardware specs to the current model, whose entry-level price would be cut to $399, echoing Street views suggesting a dual-pricing strategy. The iPad 4 is expected to have "much upgraded hardware." http://seekingalpha.com/currents/post/108843?source=feed#comment-2153374 2153374
i wil be watching the inventory builds on the ipad 2 . looks like the hedge funds found a home .]]> Fri, 06 Jan 2012 12:31:36 -0500
i wil be watching the inventory builds on the ipad 2 . looks like the hedge funds found a home .]]> Just days before its collapse, MF Global unloaded hundreds of millions of dollars of securities to Goldman Sachs, but was unable to get its hands on at least part of the cash as its clearing firm, JPMorgan, withheld the funds, according to sources. It's possible these transactions and the withheld money could explain some of the unaccounted funds at the firm. http://seekingalpha.com/currents/post/108177?source=feed#comment-2146664 2146664
then they wonder why the public has no confidence . this a joke .]]> Wed, 04 Jan 2012 00:35:19 -0500
then they wonder why the public has no confidence . this a joke .]]> Green Mountain Coffee (GMCR +4.4%) shares march higher after SunTrust says its channel checks show sales of K-cups and Keurig machines were extremely strong over the holidays, which should help dissipate recent concerns on inventory levels and brewer sell-through. The firm also sees better-than-expected Q1 earnings. http://seekingalpha.com/currents/post/108126?source=feed#comment-2145603 2145603 Tue, 03 Jan 2012 14:33:44 -0500 Priceline.com (PCLN +3%) gains after announcing that Overstock.com (OSTK -1%) has selected the company to run its new travel website, called O.co Travel. http://seekingalpha.com/currents/post/108070?source=feed#comment-2145137 2145137 Tue, 03 Jan 2012 11:35:56 -0500 Barron's Teresa Rivas comes down on the side of those who believe Amazon (AMZN) is on track to beat Q4 revenue estimates. She also notes Gene Munster's research showing  the vast majority of Kindle Fire users are happy with the product. Despite selling for 85X forward earnings, Amazon might be worth a look at current "sale" prices. Shares are off 30% the last 10 weeks, and -4.4% for the year. http://seekingalpha.com/currents/post/107918?source=feed#comment-2138812 2138812
show me the margins .

why do these analysts never tell the whole story .]]> Fri, 30 Dec 2011 15:06:51 -0500
show me the margins .

why do these analysts never tell the whole story .]]> Despite all of Iran's blustering, closing the Straits of Hormuz would not be as easy as it claims, say U.S. analysts. Iranian boats are too small, and don't have the capability to sustain a prolonged blockade. It would be a harassment effort at best. Besides, analysts say, any attempt will be met by an immediate response from the U.S. Fifth Fleet based in Bahrain. http://seekingalpha.com/currents/post/107831?source=feed#comment-2137107 2137107 Thu, 29 Dec 2011 22:42:32 -0500 Priceline Could Gain Up To 50% In 2012 http://seekingalpha.com/article/314877/comments?source=feed#comment-2137099 2137099
this is a flawed business model and will eventually come tumbling down. they are merely an online travel agency , far cry from a great company with great product . they will also get eaten alive by google or facebook whenever they decide they want this business.

the so called genious analysts are the same ones who have their bonuses riding on a stock they pump .....look at the holdings in their portfolios .

im still curious how you buy a travel agency in the midst of a euro recession and china slowdown .]]> Thu, 29 Dec 2011 22:39:47 -0500
this is a flawed business model and will eventually come tumbling down. they are merely an online travel agency , far cry from a great company with great product . they will also get eaten alive by google or facebook whenever they decide they want this business.

the so called genious analysts are the same ones who have their bonuses riding on a stock they pump .....look at the holdings in their portfolios .

im still curious how you buy a travel agency in the midst of a euro recession and china slowdown .]]> The ECB's got the formula all wrong, says Art Cashin. Despite a marginally decent bid-to-cover today in Italy's bond auction that staved off immediate disaster, they can't go through the year expanding their balance sheet and financing at these levels without concerns of inflation breaking out. ( video ) http://seekingalpha.com/currents/post/107832?source=feed#comment-2137074 2137074
this is a real nasty cocktail we have mixed and it cant end nicely. ]]> Thu, 29 Dec 2011 22:30:13 -0500
this is a real nasty cocktail we have mixed and it cant end nicely. ]]> As reports of strong Q4 iPhone sales keep piling in (I, II), analyst estimates for Apple's (AAPL) continue to move higher (I, II). The latest example comes from Susquehanna's Jeff Fidacaro, who now sees Apple selling 30.3M iPhones in FQ1 (27.3M prev.) and 111.1M in FY12 (104.4M prev.). The iPhone is believed to account over half of Apple's gross profit. http://seekingalpha.com/currents/post/107041?source=feed#comment-2126257 2126257
they will throw aapl under the bus at the first sign that aapl is loosing market share.

3 concerns...1. i think the 4s phone sales are not as good as previous phones.
2. inventory buildup , i see the ipad sales slowing due to competition and the phone sales are being nipped by samsung and htc .
3. the loss of jobs should not be underestimated. he was truly an icon with unsurpassed vision. steve jobs just dont grow on trees.

the company is great and i own everything ...im just aapled out.]]> Fri, 23 Dec 2011 14:09:15 -0500
they will throw aapl under the bus at the first sign that aapl is loosing market share.

3 concerns...1. i think the 4s phone sales are not as good as previous phones.
2. inventory buildup , i see the ipad sales slowing due to competition and the phone sales are being nipped by samsung and htc .
3. the loss of jobs should not be underestimated. he was truly an icon with unsurpassed vision. steve jobs just dont grow on trees.

the company is great and i own everything ...im just aapled out.]]> As reports of strong Q4 iPhone sales keep piling in (I, II), analyst estimates for Apple's (AAPL) continue to move higher (I, II). The latest example comes from Susquehanna's Jeff Fidacaro, who now sees Apple selling 30.3M iPhones in FQ1 (27.3M prev.) and 111.1M in FY12 (104.4M prev.). The iPhone is believed to account over half of Apple's gross profit. http://seekingalpha.com/currents/post/107041?source=feed#comment-2124753 2124753

aapl is just a company...better have gone away.]]> Thu, 22 Dec 2011 20:13:44 -0500

aapl is just a company...better have gone away.]]> As reports of strong Q4 iPhone sales keep piling in (I, II), analyst estimates for Apple's (AAPL) continue to move higher (I, II). The latest example comes from Susquehanna's Jeff Fidacaro, who now sees Apple selling 30.3M iPhones in FQ1 (27.3M prev.) and 111.1M in FY12 (104.4M prev.). The iPhone is believed to account over half of Apple's gross profit. http://seekingalpha.com/currents/post/107041?source=feed#comment-2123673 2123673
the ipad is also in stock . love the stock but i think it is seeing pressure from other carriers just pricing ipads out of some areas.

jeff fidacaro is loaded to the gills in aapl stock and needs his year end bonus.be careful out there.]]> Thu, 22 Dec 2011 12:38:19 -0500
the ipad is also in stock . love the stock but i think it is seeing pressure from other carriers just pricing ipads out of some areas.

jeff fidacaro is loaded to the gills in aapl stock and needs his year end bonus.be careful out there.]]> "The European crisis isn't as deep and terrible as people think," Franklin Templeton's Mark Mobius tells a Brazilian newspaper, expecting a resolution by the middle of next year that sparks a rise in global bourses. Brazil "is in a very good situation," Mobius says, much like the U.S. with its strong consumer base and economic diversification. http://seekingalpha.com/currents/post/106909?source=feed#comment-2122371 2122371 Wed, 21 Dec 2011 22:22:09 -0500 When you have a patient with a high fever, you don't sit around asking what caused the fever, you focus on getting it down, says Dennis Gartman about today's ECB "backdoor bazooka." It may not solve Europe's financing problems, but it will provide much needed liquidity to the banks and prevent any disorderly deleveraging, at least over the near-term. Sometimes, Gartman says, just buying time is the best you can do. (video) http://seekingalpha.com/currents/post/106931?source=feed#comment-2122367 2122367
he states the ecb just did a back door qe ( money printing ) and this buys them time . if he truly believed this then why did he mention that he had sold 100 percent of his gold positions ?

gold would be the obvious winner in his scenario. gold is telling us something completely different.]]> Wed, 21 Dec 2011 22:20:02 -0500
he states the ecb just did a back door qe ( money printing ) and this buys them time . if he truly believed this then why did he mention that he had sold 100 percent of his gold positions ?

gold would be the obvious winner in his scenario. gold is telling us something completely different.]]>