Shares of Amgen (AMGN +0.6%) get a small lift from an upgrade to Buy on valuation at Argus with a $96 price target. Argus cites AMGN's solid new product growth, extended pipeline opportunities, and healthy cash balance. [View news story]
AMGN chart looks pretty bad. Some traders have been selling pretty heavy before the earnings....
It is difficult to judge and predict the street expectations prior to earning release.... I wish I was smart enough to see the response. Some times it seems that system is rigged by big players...
Mobile Is Part Of A Greater Trend Which Could Hurt Satellite And Cable [View article]
Very good article. Well researched data. But a disruptive technology like a lower priced internet service could affect earnings. No need to have your own wi fi network...
Also, the profit margin's compared to Europe are very high
TV, Cell Phones for 2 and internet service cost $240 each month. Bundling can be done with AT&T, but, the cost does not go down much. Cable cost and profit margins are very very high. Duopoly by VZ and T is what is happening.
Unstoppable trend with smart phones is here with much higher data needs. I think a new TV with capabilities like Pandora for music is needed. My kids (20+) do not watch network news or sitcoms. They record or access sitcoms via internet....
Above two items can reduce profits significantly.....Goog or Apple TV would hasten this trend....
We all know that we are reaching the land of diminishing returns.. in this perfection policy by FED to support economic activity in USA as well as the rest of the world.
I think Moderate to High dividend paying stocks of A+ corps is a lower risk and better buy and less riskier.
JPMorgan Chase: World's Best Universal Bank [View article]
I am lost with this article....
Diamond is bored with this job. May be he wants to be treasury secretary in Obama's 2nd term.
Big banks will not grow much due to higher capital requirements. Abroad branches will face additional requirements....
I can get excited by WFC that does old style banking...Investment part of banks can have juicy earnings during bull markets. But, I think GS is a better buy for investment banking....
Why Exxon Mobil Is Getting Overpriced [View article]
WIth increased production of natural gas in USA, the gas will replace use of oil/petrol in trucks, utilities, ethylene and other chemicals, fertilizers. I feel the demand of oil may not increase for next 5 to 10 years.
When the price of oil does not increase, the sales increase for XOM and other oils will be lower. Saudi Arabia may not reduce production due to demands of the social spending for free education, medical and other services.....
The LNG projects in Qatar and elsewhere will have lower ROI and exports to USA will be low due to lower natural gas pricing in USA. I have a feeling long term contracts for LNG in Japan and other places will feel pressure.....
SO, THERE IS A GOOD REASON for lower PE and lower profit potential.
Ford Will Make A Turnaround In 2013 [View article]
Cramer recently recommended F. The cars that they are making look good for young people with families.
Also, they were the only car company that did not seek government assistance. Their management is solid and it is possible that European Buyout may occur...
The three stocks do not have drivers that would increase revenue or profits. They are in essential parts of the economy. So, the dividend payouts are safe, I agree.
I would rather buy MLP ETF as well as Dividend paying cos. in S&P 500 universe....to reduce the potential of loss of capital....
I have tried search with Google as well as Bing. Google still has more relevant info. and easier to use and follow through. I have an android phone and the battery life is terrible.
Coming to 3rd party ads, I think they still do ads on iphones. On Android phones, I asked for coffee houses in Saint Louis while travelling and the phone seemlessly guided me to six or seven coffee places. I found the first two were closed...
Do these coffee houses pay Google on what basis...?
An agreement is "within sight," but not yet done, says the President (webcast), apparently using his address to push negotiations over the finish line. The deal on the table extends current income tax rates on those within a certain income threshold, but does not appear to prevent payroll tax rates from going back up. S&P 500 +0.6%. [View news story]
No president since Truman was able to get healthcare for poor people. And Obama did it, with constant cries from republicans and others. I would like republicans to propose how to reduce end of the life costs.
And, reduce the number of bases abroad by 50%.
Nobody has balls in Washington, DC to do what is right for 95% of the people. We have republicans holding up for top 2 to 3 percent in a shameful way. Calling those top 2 to 3% as small businessmen is a shameful lie.
I would like somebody to eliminate the carried interest loophole. But all these people in congress and senate have been bought and sold by the hedge fund managers. Romney paying only 15% taxes and hiding taxes for over 2 years ago. Is that leadership from Republicans and Democrats... All of them including Obama are playing head games.....
4 Reasons Cisco Will Be The #1 IT Company [View article]
With all due respect to Chambers, the IT departments of large corporations have been hollowed due to outsourcing and budget cuts. IBM has lead this by outsourcing IT people from US and moving these jobs to cheaper locales.
TSMC (TSM) CEO Morris Chang confirms his company is thinking of building a chipmaking plant in the U.S., but insists its actions have "nothing to do with Apple." Speculation about recent efforts from an unnamed party to find a location for a U.S. plant centered around TSMC and Apple (AAPL). Apple is famous for demanding total secrecy from partners, and there's always the possibility it would be one of multiple companies serviced through a U.S. TSMC plant. [View news story]
I thought INTC has a lot of spare FAB space. Why does AAPL buy stuff from USA.
I think they should keep all the critical hardware sourcing in USA and they will not problems they are having with Samsung,
Google's Mobile Strategy And Valuation Consequences [View article]
I am excited about GOOGLE Automated cars that are undergoing testing on California highways. I am 60+ years old. I know I will be a greater risk on US highways in another 10 to 15 years. Being able to do grocery purchase, movie watching, dinner plus drinks sounds wonderful...
I would be willing to pay a lot of money may be $ 5000. plus to get this capability through my car.... Please do a DCF analysis for that product...
Risk premiums have been squeezed out of nearly every asset class, says Ray Dalio, making a short of bonds (presumably anything but Treasurys) maybe the best opportunity for returns. He's fuzzy on the timing though, other than the later in the year, the better. "He who lives by the crystal ball will eat shattered glass." [View news story]
BOND dropped by 0.18 %. I guess it is comparatively big drop precipitated by FED Chairman's statements today. I do feel that most of the treasuries are priced for perfection.
BOND is still a hold, as I think economy will expand slowly. We will see what agreement congress makes. Actually sequestration would be good for the bond market...
Shares of Amgen (AMGN +0.6%) get a small lift from an upgrade to Buy on valuation at Argus with a $96 price target. Argus cites AMGN's solid new product growth, extended pipeline opportunities, and healthy cash balance. [View news story]
It is difficult to judge and predict the street expectations prior to earning release.... I wish I was smart enough to see the response. Some times it seems that system is rigged by big players...
Any comments....
Will The Surface Pro Help Resuscitate Microsoft? [View article]
I tried it in Saint Louis several weeks ago. I spent only 10 minutes with it. I think, IPAD experience is more thoughtful....
Mobile Is Part Of A Greater Trend Which Could Hurt Satellite And Cable [View article]
Also, the profit margin's compared to Europe are very high
TV, Cell Phones for 2 and internet service cost $240 each month. Bundling can be done with AT&T, but, the cost does not go down much. Cable cost and profit margins are very very high. Duopoly by VZ and T is what is happening.
Unstoppable trend with smart phones is here with much higher data needs. I think a new TV with capabilities like Pandora for music is needed. My kids (20+) do not watch network news or sitcoms. They record or access sitcoms via internet....
Above two items can reduce profits significantly.....Goog or Apple TV would hasten this trend....
Amgen's Dividend Policy Has Ignited Their Stock [View article]
A lot of funds do not purchase stocks of companies without dividend, implying they are purchasing more established, less risky stocks.
In many ways that is true, but, it increases demand and hence price.
Is High Yield Overvalued? [View article]
I think Moderate to High dividend paying stocks of A+ corps is a lower risk and better buy and less riskier.
JPMorgan Chase: World's Best Universal Bank [View article]
Diamond is bored with this job. May be he wants to be treasury secretary in Obama's 2nd term.
Big banks will not grow much due to higher capital requirements. Abroad branches will face additional requirements....
I can get excited by WFC that does old style banking...Investment part of banks can have juicy earnings during bull markets. But, I think GS is a better buy for investment banking....
Why Exxon Mobil Is Getting Overpriced [View article]
When the price of oil does not increase, the sales increase for XOM and other oils will be lower. Saudi Arabia may not reduce production due to demands of the social spending for free education, medical and other services.....
The LNG projects in Qatar and elsewhere will have lower ROI and exports to USA will be low due to lower natural gas pricing in USA. I have a feeling long term contracts for LNG in Japan and other places will feel pressure.....
SO, THERE IS A GOOD REASON for lower PE and lower profit potential.
Ford Will Make A Turnaround In 2013 [View article]
Also, they were the only car company that did not seek government assistance. Their management is solid and it is possible that European Buyout may occur...
3 Dividend Stocks For Solid Yield [View article]
I would rather buy MLP ETF as well as Dividend paying cos. in S&P 500 universe....to reduce the potential of loss of capital....
Google's 1 Serious Problem [View article]
Coming to 3rd party ads, I think they still do ads on iphones. On Android phones, I asked for coffee houses in Saint Louis while travelling and the phone seemlessly guided me to six or seven coffee places. I found the first two were closed...
Do these coffee houses pay Google on what basis...?
An agreement is "within sight," but not yet done, says the President (webcast), apparently using his address to push negotiations over the finish line. The deal on the table extends current income tax rates on those within a certain income threshold, but does not appear to prevent payroll tax rates from going back up. S&P 500 +0.6%. [View news story]
And, reduce the number of bases abroad by 50%.
Nobody has balls in Washington, DC to do what is right for 95% of the people. We have republicans holding up for top 2 to 3 percent in a shameful way. Calling those top 2 to 3% as small businessmen is a shameful lie.
I would like somebody to eliminate the carried interest loophole. But all these people in congress and senate have been bought and sold by the hedge fund managers. Romney paying only 15% taxes and hiding taxes for over 2 years ago. Is that leadership from Republicans and Democrats...
All of them including Obama are playing head games.....
4 Reasons Cisco Will Be The #1 IT Company [View article]
I do not know, how CSCO will do that...
TSMC (TSM) CEO Morris Chang confirms his company is thinking of building a chipmaking plant in the U.S., but insists its actions have "nothing to do with Apple." Speculation about recent efforts from an unnamed party to find a location for a U.S. plant centered around TSMC and Apple (AAPL). Apple is famous for demanding total secrecy from partners, and there's always the possibility it would be one of multiple companies serviced through a U.S. TSMC plant. [View news story]
I think they should keep all the critical hardware sourcing in USA and they will not problems they are having with Samsung,
Google's Mobile Strategy And Valuation Consequences [View article]
Being able to do grocery purchase, movie watching, dinner plus drinks sounds wonderful...
I would be willing to pay a lot of money may be $ 5000. plus to get this capability through my car.... Please do a DCF analysis for that product...
Risk premiums have been squeezed out of nearly every asset class, says Ray Dalio, making a short of bonds (presumably anything but Treasurys) maybe the best opportunity for returns. He's fuzzy on the timing though, other than the later in the year, the better. "He who lives by the crystal ball will eat shattered glass." [View news story]
BOND is still a hold, as I think economy will expand slowly. We will see what agreement congress makes. Actually sequestration would be good for the bond market...