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k2caliguy

k2caliguy
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  • NY Post: Intel nears $15B deal for Altera [View news story]
    isnt 15 billion better spent on R&D ?
    May 29, 2015. 09:01 AM | 4 Likes Like |Link to Comment
  • Vale: This Could Be Big [View article]
    got to wait for bhp rio and vale start acting united states airlines. right now they driving atlas, cliff and other ls into the ground. they then need to jave enough leverage to buy up those distressed assets and them control the iron ore market. if this places iut we will see big profits around 2020. india and china will have to keep the demand side up for this to happen and australia govt needs has to get on board as well. then vale could make everyone rich. its a goos flyer of stock given human nature
    May 26, 2015. 09:53 AM | 2 Likes Like |Link to Comment
  • Apple/Samsung damages partly reversed; Q1 hedge fund data arrives [View news story]
    he is not smarter he just has funny money to spend with and can get on boards of companies to control his investments. the guy couldnt build a company through diffusion of innovation to save his life...
    May 19, 2015. 09:49 AM | Likes Like |Link to Comment
  • No more anti-steering rules for American Express [View news story]
    the worst thing for government get more people back on cash payments which is great for small businesses not reporting taxable transactions. here comes the 10 discount at the asian nail salon for paying cash instead of any card.
    May 1, 2015. 08:32 AM | Likes Like |Link to Comment
  • Report: Qualcomm's Snapdragon 820 to be made by Samsung [View news story]
    i need a bigger battery for all this bloatware i cannot delete, it just drains my battery while it steals marketing data from me. 14nm just means more bloatware that can that i wont hopefully notice. Smartphones are starting to suck as open source source has turned back into a controlled environment.
    Apr 20, 2015. 08:40 PM | 1 Like Like |Link to Comment
  • BHP, Rio Tinto confirm tax audit [View news story]
    This looks like the Australian government is trying to find any angle at go after these companies for dropping the price of iron ore... are bhp and rio are playing this survival of the financially fittest. are they going to then buy higher cost distressed assets to create a monopoly?
    Apr 10, 2015. 09:02 AM | Likes Like |Link to Comment
  • Vale: Forget The Noise And Think Long Term [View article]
    brazil government needs to take a play out from the US and protect this company as a national interest like to big to fail... if the govt ensures capital and cash flow with zero interest debt gurantees they along with rio and bhp with win... this is mostly australias fault to trying to squeeze the minors...

    China's appetite cant take this excess supply... this is a war of attrition... need to look at rio and bhp and vale at who will rise by 2020 for some nice long term gains!
    Apr 3, 2015. 12:56 AM | 1 Like Like |Link to Comment
  • Intel: What To Expect From Earnings Today [View article]
    I dont expect much either, they stated an increase in revenue, and that shot the stock up to it current price.

    $800 touchscreen lenevo powered by windows and intel. that is a high end tablet killer. my Ipad3 is a glorified recipe book for the kitchen.

    cant wait for that 14nm fanless chip, thin and light laptops are on their way.
    Jul 15, 2014. 09:05 AM | Likes Like |Link to Comment
  • Why Intel Stock Is Still An Investment Opportunity Right Now [View article]
    Concerning today is reading the United Kingdom register that reported Russia government to develop their own arm chips for servers and computers and ditch Intel and amd.
    Jun 24, 2014. 11:53 PM | Likes Like |Link to Comment
  • Intel Recruits Rockchip To Increase Its Attack Against The ARMy [View article]
    dont forget google's cash for marketing android silver coming out on LG and Motorola with the Snapdragon 810. There is a giant battle playing out on mobile that is leaving intel in the dust.
    May 28, 2014. 10:42 PM | 2 Likes Like |Link to Comment
  • What Intel's Capital Allocation To Shareholders Is Telling Us About Intel's Long-Term Growth Prospects [View article]
    I had to check out of INTC after flat revenue again reported along with shares in the high twenties, I have been waiting for 2 years to see growth in a mobile market that is now maturing and they still are not there.


    Is this a battle of bulge playing right now on INTC? Time will tell. Android Silver just got fired in INTC on the high mobile market for next years revenue reporting.
    May 20, 2014. 09:32 PM | Likes Like |Link to Comment
  • Bonds Are Expensive, Stocks Are Expensive: The Long-Term Investor's Conundrum [View article]
    thats what I thought about the rogue elephant a couple years ago, it was going to trample us. But then I realized that the elephant needs to keep us stable. I have noticed they are super cautious on what they say now. With forward looking comments of inflation is still okay and maybe 1 year or 2 year will raise rates. Then they start shortening that time period when and if unemployment drops, and maybe take 10 billion off the top of QE purchases if the market does not react severally...

    I think they hope on the backend for capital gains taxes at the same time where they can inflate themselves slowly out of their debt. Then give each other high fives and light up cigars, and shoot movies of the vice president driving a yellow corvette to pick up cast members of seinfeld.

    We will see if the consumer and big business keep investing smartly, I am starting to see balance transfers for credit card debt at 0% with the 3% fee again. I feel car loans went on a binge last year. I hope consumers do not over leverage, then the economy goes back into slowing GDP. The cash for homes stats recently is a good sign.

    imho, I would take a good percentage of investments right now into cash, the stocks with that have higher cost basis with low or no dividend, just to realize some gains, and turn that cash into something in the economy that can cause some CPI or PPI inflation and shake things up. Then the feds will start raising rates, which will start mixing up bonds, stocks, and money markets and not go down the path of Japan's lost decades.
    May 16, 2014. 10:14 PM | 1 Like Like |Link to Comment
  • Vale: Neglected, Undervalued Commodity Firm With 50% Upside Potential [View article]
    I think Vale right now with a 4 to 5 year low in iron ore prices is a great deal. They are too big to fail for the the economy of Brazil, hence the financial approval they just received.

    maybe in 10 to 20 years young investors will be able to see shipments to Africa, as those economies catches up with the rest of the world.
    May 1, 2014. 07:43 PM | Likes Like |Link to Comment
  • Intel: Will The Dividend Be Raised This Year? [View article]
    there running contra revenue on atom processers to try see if chinese oem's can make a dent into ARM licensed chips. I highly doubt we will see a dividend increase unless laptop/desktop sales change course.

    Conerning is Amazon hiring up former Calxeda to design ARM based hadoop clusters using ARMv8, which strikes at xeon built nodes...

    Amazon must have penciled out lower power draw to cut electricitly rates and much cheaper cost to build with TSMC or Samsung. I am curious if ARM foundries can handle all this volume...

    Amazon has a stream box now too, they are probably going to launch a Kindle Fire type phone by christmas at a zero margin just to make revenue on amazon digital content.

    intel needs to plow free cash flow in catching up with its atom line... I am concerned long term as an investor...
    Apr 30, 2014. 12:59 AM | Likes Like |Link to Comment
  • A $149 Asus Tablet With An Intel Atom Z3745 Chip Will Compete With Galaxy Tab 4 [View article]
    I would like see ultra books come down in price to compete with high end tablets...

    the money is there in those chips, not the cheap stuff..
    Apr 25, 2014. 09:37 AM | Likes Like |Link to Comment
COMMENTS STATS
66 Comments
53 Likes