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joro_ianev

joro_ianev
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  • Francesca's And Ann: Food For Thought [View article]
    Your gut call to pass on FRAN and ANN was right on the money!
    Jun 10 02:34 PM | Likes Like |Link to Comment
  • What's The Magic That Moves ARCP? [View article]
    Rudester, I also voted against the comp package and will vote to oust the current directors in the next proxy. The shelf offering was shocking and disgusting. Fully supportive of Mercato's efforts to implement changes at the company.
    Jun 5 09:49 AM | 9 Likes Like |Link to Comment
  • IBM: Worth $260 Per Share [View article]
    privately, couldn't have said it better. I too sold off my IBM position.
    Jun 4 08:43 PM | Likes Like |Link to Comment
  • IBM: Worth $260 Per Share [View article]
    I am not convinced IBM's price has another leg of growth. In 2000 - height of the tech boom - IBM was trading in the $110 range. It spent the next 10 years oscillating around that level. It finally took off in H2 2010. So, at $200 per share, the stock is in unchartered waters. And all in a time when IBM is transitioning further from a technology company into a consulting company. Remember Sears? Kmart? Dominant companies once, with 100k+ of employees ...
    Jun 3 10:04 PM | 1 Like Like |Link to Comment
  • Washington State's Minimum Wage Experience [View article]
    There is an apples to oranges comparison in the article: it tries to prove economic theory is wrong and that labor is not a commodity by looking at a one-year chart of changes in overall unemployment rate. Yet this is completely missing the point. Economic theory will argue that increase in the cost of 'particular' labor will lead to decrease in employment of that particular labor pool. For example, fast food chains will put automated kiosks and use less employees. This, of course, is not going to happen overnight, but within a 10-year period the decrease in employment (I am comfortable betting on that) in Washington state will go down due to the increase in the minimum wage. And that is really bad news to high school students trying to earn a few bucks on the side and developing some useful work habits. It is equally bad to the uneducated work force - less jobs to go around - so it will likely see these folks on the unemployment rolls. It will also impact seniors, earning a few extra bucks on the side (my great-grandfather worked at Walmart until he was 84).
    Jun 3 09:43 PM | 8 Likes Like |Link to Comment
  • Apple buying Beats for $3B [View news story]
    "Second, Apple will sell the Beats brand, online and in many overseas markets. That will greatly expand the Beats name and bring it in revenue in a very short time of several billion dollars to Apple's bottom line."

    Yeah, Beats brand is recognized the world over and it is just a matter of distributing in more countries. Sarcasm. The price is too high for an over-priced headphones and a streaming service only 100 k people are using.

    Apple (like Intel) has a poor track record for realizing value out of its acquisitions. It is much better-known for its internal innovation.
    May 28 05:43 PM | 1 Like Like |Link to Comment
  • Liquidity Services: The Best Value In The Internet Space [View article]
    yep, ugly day. May continue into tomorrow.
    May 8 11:58 AM | Likes Like |Link to Comment
  • Low-Priced Stocks To Avoid: Round 9 [View article]
    Really poor analysis all around. No attempt to dig beyond just a cursory review of widely available numbers/charts. Which audience is the author targeting with this article?
    Feb 28 04:08 AM | Likes Like |Link to Comment
  • Transocean Opportunity Heading Into Earnings [View article]
    Well, I nibbled on the early drop, before it recovered some. Let's see what the earnings report is holding for us.
    Feb 26 03:31 PM | Likes Like |Link to Comment
  • Transocean Opportunity Heading Into Earnings [View article]
    Your wish was granted.
    Feb 25 12:24 PM | Likes Like |Link to Comment
  • American Capital Agency's Dividend Sustainability Analysis (Post Q4 2013 Earnings) - Part 2 [View article]
    Thank you!
    Feb 25 05:23 AM | 4 Likes Like |Link to Comment
  • Veeco: The Inflection Point Is Now [View article]
    AIXG just published results. Unfortunately they were not pretty. Seems that capacity additions are still not on the menu, at least for them. Backlog actually declined 25%. AIXG shares are down ~ 6% on the European market; VECO will likely follow the decline when US market opens this morning.
    Feb 25 05:18 AM | Likes Like |Link to Comment
  • Bottom In Gold Likely To Be Below $770 [View article]
    My thoughts exactly.
    Feb 23 11:58 AM | 6 Likes Like |Link to Comment
  • Summers: U.S. risks becoming a Downton Abbey economy [View news story]
    Corporations do not pay income taxes?!? C'mon man, get real. At least do a quick search before posting such nonsense.
    Feb 17 12:04 PM | 1 Like Like |Link to Comment
  • Summers: U.S. risks becoming a Downton Abbey economy [View news story]
    wait, we have market capitalism in the US?!? What a drivel of an article. Typical of a government bureaucrat.
    Feb 17 12:00 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
371 Comments
769 Likes