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gwynfryn

gwynfryn
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  • Bank Of America - I'm Pounding The Table After The Fed Catalyst [View article]
    I have to take issue with the statement "we know the American economy is growing robustly"; even if we are to believe all the figures (more contested than I've ever seen before) I'd say a better adjective would be "lukewarm".

    There's also the fact that the US is in the second longest bull market ever recorded, and we know how that usually ends. Yes, there are differences, and it's hard to tell if things like a low oil price is a good or bad thing in the long term, but one thing I have noticed is that these QE exercises and resulting "recoveries" are weaker every time.

    The inequities, on the other hand, just keep on getting bigger; more building of luxury condos than ever (but precious little infrastructure improvements in evidence) but where do they think the buyers will come from? Not from Russia of Greece, by the look of things. I guess where BAC is concerned, it's the bottom end of the housing market that's more important, and the health of this aspect of growth, is one of those that's most contested. Better employment figures? Lots of people just giving up, and leaving the job seeker lists, according to many, and the growth in fracking jobs just went south. We'll live in interesting times!
    Jan 30, 2015. 11:51 AM | 3 Likes Like |Link to Comment
  • Update: Bank Of America Q4 2014 Earnings - NII To Improve Going Ahead [View article]
    I suspected that was the case, WD, but isn't that illegal? It should be!
    Jan 30, 2015. 11:21 AM | Likes Like |Link to Comment
  • Will Facebook Top The Whisper Number This Quarter? [View article]
    Here's one for you: if you take the digits of my MENSA tested IQ and add them up, it totals 10. If you multiply them, you get 20. How I love it when people assume I'm a bit slow...
    Jan 30, 2015. 11:19 AM | Likes Like |Link to Comment
  • Facebook's Oculus Story Studio Launches Virtual Reality Cinema [View article]
    And first aid, as a lot of people will forget they are supposed to stay seated...
    Jan 30, 2015. 11:13 AM | Likes Like |Link to Comment
  • Facebook's Oculus Story Studio Launches Virtual Reality Cinema [View article]
    But x, that is a more complicated way of achieving what Hologlass does directly; I suspect a touch of bias here...
    Jan 30, 2015. 11:12 AM | Likes Like |Link to Comment
  • Facebook's Oculus Story Studio Launches Virtual Reality Cinema [View article]
    What if you turn your head one way, and lean the other way? I'd like to see how they deal with such combos; it could be fun! Presumably, there's a gyroscope involved? I can't see how a simple tilt sensor would be up to it.
    Jan 30, 2015. 11:09 AM | Likes Like |Link to Comment
  • A Second Chance To Profit Does Not Happen Often So Don't Miss It [View article]
    I believe it's possible to edit until you post your next comment, and there is some merit to stopping endless editing; just be careful what you type (and use the spellchecker)!
    Jan 30, 2015. 11:04 AM | Likes Like |Link to Comment
  • Is Facebook Stock Pausing Or Rolling Over? [View article]
    Your last paragraph made it clear enough, Dana, but I disagree. Obviosuly, the turmoil in the market has its effects, but it seems to me the ambitious spending plans for the following years, will cause big investors to lose interest, at least until they can estimate how things will turn out; I'm guessing this stock will remain pretty flat for the next two years, but could then head either way at high speed.
    Jan 29, 2015. 11:43 AM | Likes Like |Link to Comment
  • Facebook's Q4 highlights: 53% ad growth, 1.39B MAUs [View news story]
    Really, bj? Hologlasses looks a far better prospect to me than Rift! Then there's Win 10 with its long awaited replacement for IE; seems to me Nadella is rocking!
    Jan 29, 2015. 11:15 AM | Likes Like |Link to Comment
  • Facebook's Q4 highlights: 53% ad growth, 1.39B MAUs [View news story]
    Lots of expenditure promised for the next two years, which may or may not pan out, so I'd expect it to stay flat until we can see how it's going. This should make a lot of big investors cautious (but won't affect the die hards, of course). If I held any, I'd sell, as there are many stocks with better prospects in the medium term.
    Jan 29, 2015. 11:09 AM | Likes Like |Link to Comment
  • Facebook's Oculus Story Studio Launches Virtual Reality Cinema [View article]
    Actually, GP, you won't move at all (at least not safely...) as you can't see where you are going wearing a Rift. OK, you may be able to joggle yourself around virtually with your games console (or whatever) but that's not the same thing, so I protest your use of imprecise language, in the apparent intent to make this seem like something it isn't. MS's Hologlasses will be more of a game changer than a Rift, as you can see through them to the surrounding reality, and they are wireless, which should make for some very interesting immersions, like playing solo paintball, but with no need for protective clothing or paint...
    Jan 29, 2015. 11:03 AM | Likes Like |Link to Comment
  • Will Facebook Top The Whisper Number This Quarter? [View article]
    So what have you guys gained from reading this free (well actually, they get paid for it) advert for "Whisper Number"? Rationally, the Zuck's disclosure of his near future spending plans should put a damper on SP (though rationality has little to do with this stock) for the next year or two. What happens after, depends on how well his new investments work out (I expect most of them will) but in the mean time, there are more lucrative bets available, so I wouldn't buy in at this price.
    Jan 29, 2015. 10:51 AM | Likes Like |Link to Comment
  • Update: Bank Of America Q4 2014 Earnings - NII To Improve Going Ahead [View article]
    With dividends at BAC levels, I'd say they are irrelevant. That said, though stock buybacks should improve the SP, it doesn't always work out that way, but it does improve the banks future prospects, if not the shareholders'.
    Jan 29, 2015. 10:09 AM | Likes Like |Link to Comment
  • Facebook: Q4 2014 Earnings Preview [View article]
    Oculus certainly seems to have more going for it than WatsApp, but have you checked out MS's Hologlasses? Far more useful, in my view; you can move around safely while wearing them.
    Jan 29, 2015. 10:03 AM | Likes Like |Link to Comment
  • Facebook: Q4 2014 Earnings Preview [View article]
    About what, exactly? As for my above comment, time will tell...
    Jan 29, 2015. 10:01 AM | Likes Like |Link to Comment
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