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  • Wall Street Breakfast: Must-Know News [View article]
    Not sure where you are getting your numbers for Facebook but they just exploded analyst expectations for Q1. Revs up 72% ($2.5b) & earnings up 52% yoy. I don't know of any SP500 corp that posted better growth numbers than FB for Q1 2014.
    Apr 30, 2014. 10:45 AM | Likes Like |Link to Comment
  • National Oilwell Varco: Sell-Off Creates Long-Term Entry Opportunity [View article]
    One thing to consider in buying NOV, is they are both onshore & offshore equipment and they are sensitive to activity in both. Offshore has been a bit soft in the last year for whatever reason(s).

    I am planning on the spin off of the distribution to be a net positive for both stocks but there are a lot of variables that must be decided such as dividend % on the distribution end. Although apples vs oranges, COP spin off of PSX and ABT spin off of ABBV were both very beneficial for shareholders. Was in both so I may be somewhat biased (positively) on spin offs.
    Apr 29, 2014. 04:36 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    John.... Agreed, 9.75 sales tax is high, ours 8% for state & local tax increases a bit, around 8.65 overall. Agree, I too can minimize consumption. Tough when you buy an auto though.
    Apr 29, 2014. 03:53 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "Toyota from California to Texas"

    No doubt Toyota, the corp, will benefit financial from the move especially when Perry is throwing in a reported $40m in the deal. However, even though Texas has no state income taxes and therefore no $'s are taken from employee's check, there are "other taxes" accessed at the individual level that few outside of and within Texas are not totally aware of. If you are an employee moving to Texas, be prepared to pony up some bucks for property taxes that are 2.5% annually of the appraised value. The appraised value prior to the mid 90's was much lower than the "real" value of your home.

    Since mid 90's, when the state began expenditure cuts, appraised value began to increase. Currently, homes are mostly 100% of "real" value & in some cases, such as mine, greater than what I could sell my home today. Now if ordinance allows, you can slap a couple of goats & cows to get a reduction but only few in metro areas apply. My property taxes have more than doubled in 16 years. The resident vs corp property holder gap has increased away from the later to the former by 6% in the last decade.

    Also, the largest tax cut I ever received was the creation of 401Ks in 1978. The largest tax increase I was ever accessed, outside of increase in property tax valuation, of the years was the Social Security Reform Act of 1984.

    A tax does not necessarily come out of your paycheck but it seems a lot of folks only recognize those that do.
    Apr 29, 2014. 03:15 PM | Likes Like |Link to Comment
  • Why National Oilwell Varco Is Heading To $90 [View article]
    The stock will probably not hit $90 as the distribution piece of the business is expected to be spun off in Q2 where each share will get an equal share of DistributionNow which is a $2b qtrly rev piece. I do think the combined companies will equal or be > than $90 by end of year.

    Bought more yesterday.
    Apr 29, 2014. 11:42 AM | 2 Likes Like |Link to Comment
  • Puts Wearable Technology at Your Fingertips with Launch of New Store [View article]
    I think it means they can now "search" for wearables in their website. IMO, won't move the needle at all. Just an added convenience for those that are looking to evaluate/buy wearables.
    Apr 29, 2014. 11:13 AM | Likes Like |Link to Comment
  • What Can Be Deduced From The 8 Tech Giants' Latest Quarterly Results? [View article]
    Donza... Based on what has happened lately to FB stock price it appears you are right. However, if FB continues to post equal revs (2.5b) for the next 2 quarters equal to the last 2, it is a > $10b annual corp which is almost 8 times > than 5 years ago. That is growth! Which apparently is "out-of-style" lately.

    At a p/e of 74, it seems high, but it also had a 71% growth in revs yoy.
    Apr 27, 2014. 05:09 PM | Likes Like |Link to Comment
  • What Can Be Deduced From The 8 Tech Giants' Latest Quarterly Results? [View article]

    Google reported a 19.1% increase in revs, yoy.

    However, when I use either Yahoo or Scottrade historical numbers I got exactly what you state (15.42/13.969)=10.3%

    Which is it? 19.1 vs 10.3% growth is a huge difference and if in fact the lesser, that is a huge decrease in rev growth yoy. Any clarification would be appreciated.

    Perhaps a split issue but that doesn't make sense to me.
    Apr 27, 2014. 04:47 PM | Likes Like |Link to Comment
  • Is Housing Ringing The Stock Market's Bell Again? [View article]
    Yep, let get rid of regulations so we can do 2006-2008 all over again. On Obamacare, let's repel it & let healthcare cost blow past 18-19% of GDP with quantity vs quality being the driver.

    I don't like regulations either & we wouldn't need them if everyone behaved but you know that won't happen.
    Apr 27, 2014. 12:58 PM | Likes Like |Link to Comment
  • Is Housing Ringing The Stock Market's Bell Again? [View article]
    Home building, at this time, is extremely regional & builders that have access to cash & smarts will do okay. In the 1980-82 interest rates for mortgages surged to high teens and home buying collapsed. What is needed now is more jobs which will lead to better paying jobs for 1st time home buyers. Pay has not kept up with building & other costs. It will take time to reverse trend but when it happens new housing will move quickly.

    Rent costs are surging & eventually this will play into the new home market.
    Apr 27, 2014. 12:47 PM | Likes Like |Link to Comment
  • Why Freeport-McMoRan's Stock Is A Long-Term Investment Opportunity Right Now [View article]
    Arie, thanks for sharing your article. It seems we share the same ideas for value based on prior articles and this piece as I reman a long on FCX.

    Fundamentally FCX looks like a bargain assuming copper doesn't melt down. But much like any value play one must be very patient. FCX dividends can make the long wait less irritating.
    Apr 27, 2014. 12:09 PM | 2 Likes Like |Link to Comment
  • iPads And Tablet Growth [View article]
    Fauxscot... Excellent post that I obviously agree with. Aggravation factor is spot on based on a similar personal experience.
    Apr 27, 2014. 11:25 AM | Likes Like |Link to Comment
  • iPads And Tablet Growth [View article]
    Excellent points in article that seem to have validity backed up by detailed well written information. Very good article and thanks for sharing.
    Apr 27, 2014. 11:24 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Take.... Yep, growing like crazy. A lot of boomers moving from burbs to inner city for lifestyle convenience. Kinda like your Cherry Creek area.
    Apr 24, 2014. 02:20 PM | 2 Likes Like |Link to Comment
  • What's In Einhorn's Bubble Basket? [View article]
    I wouldn't short SPLK. It has already dropped 45% which is overdone IMO.
    Apr 24, 2014. 12:50 PM | 2 Likes Like |Link to Comment