Nvidia: A Short Squeeze May Be Coming [View article]
the day i installed my MSI twin frozr gtx680 into my comp was like ralphie opening up his red rider bb gun on xmas. probably one of my best purchases. Wanted the latest and greatest and was willing to pay up for it and it has not let me down.
Nvidia: A Short Squeeze May Be Coming [View article]
it really surprises me that nvidia management has to explain to people who ask questions that the decline in PCs doesnt really effect nvidia like it does other companies. Nvidia is in the high end of PCs which cant be (at least at this point in time) disrupted by phone and tablet usage. High end gaming, movie making, design, etc just cant be done in a mobile application without the giant card. The fact that people dont get these facts amazes me because its such a simple fact.
Think twice before investing alongside the big names set to speak at tomorrow's Ira Sohn conference. Following the top tips of last year's speakers would have produced a gain of 19%, less than the 22% profit from investing in a passive index fund, according to an FT analysis. [View news story]
because passive index funds usually give 22% returns.... the FT is better than a silly comment like this
i believe this has to do with the fact that CBB only spun off 31% of CONE. Also the structure of the company matters. CBB owns both common shares of CONE but also the Limited Partnership of CyrusOne. If i have read the old press releases correctly, the units of the LP can be directly converted into common shares. In this way i think you have to actually go into the SEC filings to find the actual value of CONE and the marketcap seen on most websites is deceiving as it only refers to common shares.
Heads, I Win; Tails, I Don't Lose Much With OUTD [View instapost]
this system is working out pretty well, i kinda like it. its a shame AUTO went the way it did, but hardly lost any money on it. And in this instance with OUTD system worked beautifully. Seriously thanks to you and Whopper for the heads up on this.
The French government has reportedly scuttled Yahoo's (YHOO) attempt to buy a $200M controlling stake in video site Dailymotion from France Telecom (FTE). A source tells TechCrunch French minister Arnaud Montebourg opposed the deal out of an unwillingness to let a "marquee" French tech company be under foreign control. Dailymotion is now expected to try and raise fresh capital (apparently FTE's plan before the Yahoo bid) in an attempt to hold its own against 800-lb. gorilla YouTube. Will Yahoo now go after another video site in an effort to obtain content and ad inventory? (previous) [View news story]
probably afraid yahoo would move dailymotion headquarters out of france due to ridiculously high taxes.
A Quick Glance At 5 High Yielding Dividend Stocks [View article]
14.7 is their trailing yield. In October they announced a dividend cut so about 5% should be about right. Its tough too because the div yield is never really going to be correct due to the fact that its an ADR and the fluctuation of the EUR to Dollar has been quite high and also due to the fact that its a semi annual dividend paid in june and august/sept and the june is always higher.
Another thing to note, FTE is a french company with high taxes. I believe 30% withholding is taken from the dividends. Also there is now an investment tax on all financial transactions with french stocks, it is small but still worth noting.
The sudden retirement of InterOil (IOC) CEO Phil Mulacek should speed the securing of a major JV partner for its Gulf LNG project in Papua New Guinea, Raymond James analyst Pavel Molchanov says. Mulacek was a "sharply polarizing figure" perceived as "an obstacle" to a deal with interested partners such as XOM, RDS.A or TOT, and his departure provides a catalyst for an announcement. [View news story]
actually the original announcement states that while hes stepping down as CEO he will still be a director and adviser at the company, so that still makes him an insider and unable to sell his shares without people knowing.
"You can't see the other side of the trade," says Jim Chanos, holding court on CNBC for the hour. Be careful looking at 13Fs, he cautions, as managers cleverly put on positions designed to hedge or even mask their true intentions (he's currently long DE, but short other machinery stocks). "Servers are PCs on a rack," he says, not surprised Blackstone backed off DELL (he remains short, along with HPQ). Apple (AAPL)? He's long both it and Samsung (SSNLF.PK), but reminds it's more of a hedge against his PC shorts. China - along with any company (VALE) dependent on it - is still a short (presentation). [View news story]
"servers are PCs on a rack" is probably one of the most ignorant things i've heard. he acts like they are exactly the same thing as a pc... not like they help handle all internet traffic or anything... a rapidly growing aspect of computing...
yes, my big worry though is when to buy. I want to take advantage of all the forced selling, but i want to get in before the rise due to the value investors (aka the hedgies).
Nvidia: A Short Squeeze May Be Coming [View article]
Nvidia: A Short Squeeze May Be Coming [View article]
Nvidia: A Short Squeeze May Be Coming [View article]
Think twice before investing alongside the big names set to speak at tomorrow's Ira Sohn conference. Following the top tips of last year's speakers would have produced a gain of 19%, less than the 22% profit from investing in a passive index fund, according to an FT analysis. [View news story]
Event Driven Q&A Forum [View instapost]
http://on.mktw.net/15u...
Event Driven Q&A Forum [View instapost]
Heads, I Win; Tails, I Don't Lose Much With OUTD [View instapost]
Heads, I Win; Tails, I Don't Lose Much With OUTD [View instapost]
A Low Volatility Way To Play The Natural Resource Sectors [View article]
The French government has reportedly scuttled Yahoo's (YHOO) attempt to buy a $200M controlling stake in video site Dailymotion from France Telecom (FTE). A source tells TechCrunch French minister Arnaud Montebourg opposed the deal out of an unwillingness to let a "marquee" French tech company be under foreign control. Dailymotion is now expected to try and raise fresh capital (apparently FTE's plan before the Yahoo bid) in an attempt to hold its own against 800-lb. gorilla YouTube. Will Yahoo now go after another video site in an effort to obtain content and ad inventory? (previous) [View news story]
A Quick Glance At 5 High Yielding Dividend Stocks [View article]
Another thing to note, FTE is a french company with high taxes. I believe 30% withholding is taken from the dividends. Also there is now an investment tax on all financial transactions with french stocks, it is small but still worth noting.
The sudden retirement of InterOil (IOC) CEO Phil Mulacek should speed the securing of a major JV partner for its Gulf LNG project in Papua New Guinea, Raymond James analyst Pavel Molchanov says. Mulacek was a "sharply polarizing figure" perceived as "an obstacle" to a deal with interested partners such as XOM, RDS.A or TOT, and his departure provides a catalyst for an announcement. [View news story]
"You can't see the other side of the trade," says Jim Chanos, holding court on CNBC for the hour. Be careful looking at 13Fs, he cautions, as managers cleverly put on positions designed to hedge or even mask their true intentions (he's currently long DE, but short other machinery stocks). "Servers are PCs on a rack," he says, not surprised Blackstone backed off DELL (he remains short, along with HPQ). Apple (AAPL)? He's long both it and Samsung (SSNLF.PK), but reminds it's more of a hedge against his PC shorts. China - along with any company (VALE) dependent on it - is still a short (presentation). [View news story]
Special Situation: CST Brands [View article]
Special Situation: CST Brands [View article]