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bgold1955

bgold1955
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  • Wall Street Breakfast: BofA Closes In On $16B-$17B Settlement With DOJ [View article]
    "BofA did nothing wrong other than try to help Obama during the financial crisis by buying Countrywide mortgages, which the government begged them to do. Countrywide was a fraudulent enterprise."

    Rewriting history again?

    BoA purchased Countrywide in 2008 when Ken Lewis was the bank's CEO. Obama had absolutely nothing to do with the buyout & was not a president until 2009.
    Aug 7 11:36 AM | 4 Likes Like |Link to Comment
  • Apple roundup: Chinese government, schools, UBS estimates [View news story]
    Ensure that you report on Q4 sales, as you did for Q2, for $300+ smartphones.
    Aug 6 07:14 PM | Likes Like |Link to Comment
  • General Electric Sees Africa As Its New Frontier [View article]
    Bye.
    Aug 6 06:20 PM | Likes Like |Link to Comment
  • Michael Kors: New Management Needed [View article]
    On a seasonal basis, the time to buy retail stocks is NOW thru early Oct. Can take profits in Feb-March 2015. Happens nearly every year although with this being an election year, the timing of the purchase may come a bit later in Oct.

    Look at M at $44 Oct 2013.
    Aug 6 02:18 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Iliad Secures Financing For $15B T-Mobile Bid [View article]
    IF Apple is delaying they are doing it to ensure it continues to be the best high-end smartphone available.
    Aug 1 08:03 AM | Likes Like |Link to Comment
  • Micron: Maybe It Isn't Different This Time [View article]
    Samsung indicated Dram was the highest growth segment & they are increasing capacity to address the growth anticipated for the foreseeable future. They also indicated 2 weeks ago that they were increasing DRAM prices 10% (which bumped MU stock price). Don't think they changed their mind on pricing in the last 2 weeks. IMO, this will not be an issue until well into 2015, simply a short term negative reaction. $4 EPS (annually) soon.

    MU is a strong buy at a price < $30.
    Jul 31 01:58 PM | 11 Likes Like |Link to Comment
  • Update: General Electric's Synchrony Financial IPO Is Good To Go [View article]
    Scottrade indicates a $ 2.62 eps with no additional info in terms of revenue, etc. Yahoo has n/a for all financial measurements. If $ 2.62 is true, I'm not saying it is, that would be a p/e of 8-9 at current price 22.87. Anyone else find any measurements?

    Even though I recall management indicating IPO by the end of July, I would like more transparency of the deal should anyone have additional info.
    Jul 31 10:12 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    Gggi.... You are correct, it is closer to 1% rather than 2.

    At least I admit when I provide unintended inaccurate info. Something you might consider when you do the same.
    Jul 30 10:04 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: GM Faces New Ignition Switch Lawsuit [View article]
    Closer to 2% growth for H1 due to Q1 revision. 4+(-2.1)=1.9
    Jul 30 09:02 AM | 3 Likes Like |Link to Comment
  • Can Coach Capitalize On Michael Kors' Weakness? [View article]
    KORS does not publish monthly sales that I could find via google. Where did you get yours for April-June? Reason for p/e difference, as you should have noted, is that KORS grew > 60% last reported quarter while COH had net decrease in revenues yoy.

    COH may be a buy but your info on KORS revenue slowdown is suspicious at best.
    Jul 29 04:40 PM | 4 Likes Like |Link to Comment
  • Apple's 'Healthbook': Exactly What The Doctor Ordered, Especially For Women Like Me [View article]
    Excellent article Heather. Thanks for sharing & good luck with your goals.
    Jul 29 01:15 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Tax Inversions, Solar Tariffs, Samsung Delay [View article]
    NM also provides free tuition to a state funded school to those that graduated high school in NM & meet academic & time requirements (4 years).

    Since 2000, state universities tuition '& fees (total cost), in the Lone Star State have, at a minimum, doubled since deregulation which simply meant the state cut some funding. Homeowners have had a 25% & another double digit insurance increase in the last 2 years. Today, I read that long-term disability insurance can rise up to 75% over LY. Wonder why we have an insurance board? I get it, jobs!
    Jul 28 05:36 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Tax Inversions, Solar Tariffs, Samsung Delay [View article]
    It's a pretty good chance that Trailer park Tom is in jail or on probation. Great money to be made on those that make a mistake unless you're Richey Richard.
    Jul 28 05:21 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Tax Inversions, Solar Tariffs, Samsung Delay [View article]
    Might as well try to sue the Prez. Everything else has been tried (and failed miserably). Unless you consider Moody's downgrading the U.S. in August of 2011 a win.
    Jul 28 04:40 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Tax Inversions, Solar Tariffs, Samsung Delay [View article]
    As a youngster in the early 70's (IT profession) I witnessed many > 45 year olds getting laid off. After several years I understood why. Those that got laid off, generally, were half glass empty whiners. Most were quite capable & had a good work ethic but managers do not want to spend half their day listening to whiners.

    Today, most > 50 year olds working as a professional that are non senior management, tend to not whine (out loud) & do their work proficiently as could those that got laid off but couldn't get past not whining.

    I saw this play out over & over again in the 70's, 80's, 90's & 2000's.

    Saved my money & when I reached the age of "whining" I started a business & subsequently retired to do my own thing with no boss or employees.

    Moral of story for youngsters, "whine on your time, not the company's".

    Long (NASDAQ:LOCO). No pun intended.
    Jul 28 04:19 PM | 2 Likes Like |Link to Comment
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