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  • Government Shutdown Over, But What Did It Achieve? [View article]
    This shutdown has achieved quite a few things:

    1. Obamacare has survived and it's now on its own

    2. Tea Party has taken the blame

    3. GOP civil war has started

    4. Use debt ceiling as a political weapon of mass destruction is increasingly under fire
    Oct 20 02:29 PM | 2 Likes Like |Link to Comment
  • Google, Facebook reach display ad deal [View news story]
    Why is that bad?

    It's anonymity that brings the worst out of people.
    Oct 20 02:07 PM | 1 Like Like |Link to Comment
  • Apple reportedly ups 5S output by 75%, cuts 5C output by 35% [View news story]
    Actually, Google is bleeding money on Android and makes bundle on iOS.

    Samsung, however, is DEPENDENT on Android; its Tizen is already DOA.
    Oct 20 02:05 PM | Likes Like |Link to Comment
  • Apple reportedly ups 5S output by 75%, cuts 5C output by 35% [View news story]
    iSuppli says 5s cost $199 and 5c cost $173 to make.

    5s is selling $100 more than 5c.

    Who has the better margin?
    Oct 20 02:02 PM | Likes Like |Link to Comment
  • Altria: Accumulate This Cash Cow And Enjoy A 5.5% Dividend Yield [View article]
    buy both
    Oct 8 10:52 PM | 1 Like Like |Link to Comment
  • Reuters: New oil find off Brazil holds 1B-plus barrels [View news story]
    PBR can't get the oil out anyway.

    Meanwhile, it's already sitting on $100 billion USD denominated debt due 2015....
    Sep 26 02:07 PM | Likes Like |Link to Comment
  • Dear Microsoft, Please Stop Trying To Be Apple [View article]
    Should Elop ever become Microsoft CEO, watch out below!
    Sep 25 09:37 PM | 1 Like Like |Link to Comment
  • Google's Impending Revenue Growth Promises Great Upside [View article]
    You would certainly have bought RIMM at 70 and HPQ at 50, because their P/Es were in the low teens before their epic collapse.

    Sorry, tech stocks are never about P/Es. Those who value tech stocks based on traditional metrics will always face nasty surprises.

    Amazon, for example, never had its P/E below 40, and is one of the best performing tech stock of the decade.
    Sep 14 09:09 PM | 1 Like Like |Link to Comment
  • Great Investors Ask The Right Questions [View article]
    Foreclosures were rising fast, financial stocks were in free fall, and several big hedge funds had collapsed by Oct 2007.

    Money market funds already experienced first difficulties in Aug 2007.
    Sep 14 01:40 PM | Likes Like |Link to Comment
  • Hedgeye Report On Kinder Morgan Fails To Impress [View article]
    The fact that this stock reacted so strongly to a short hedgefund's hack piece should be considered a red flag.

    IMHO, as long as LIBOR does not go up significantly, KMI should be fine.
    Sep 11 03:12 PM | Likes Like |Link to Comment
  • How Apple's Siri Could Put A Major Dent In Google's Core Search Business [View article]

    Google's lead in mobile is even bigger.

    If Microsoft can't catch Google when Mr Softy was much stronger relatively a few years ago, it never will.

    The real wildcard is Facebook, and its Graph Search may actually become something.
    Sep 10 08:10 PM | 1 Like Like |Link to Comment
  • Kinder Morgan companies rise as Hedgeye releases critical report [View news story]
    HedgeEye's core short thesis is Kinder Morgan cuts too much into maintenance capex, which may lead to major accidents and dividend cuts in the future.

    Other points are however bogus.
    Sep 10 08:05 PM | 2 Likes Like |Link to Comment
  • 3 Indicators That Signaled The 2007 Top: They're Back [View article]
    Your number 2 reason is the biggest nonsense:

    Copper dropped 50% from 1982 to 1987, S&P went up 3 times;

    Copper dropped 60% from 1994 to 1999, S&P again went up 3 times.

    The positive correlation between copper and S&P between 2003 and 2007 was an exception.
    Sep 10 03:20 PM | 14 Likes Like |Link to Comment
  • Sell Google Before It Gets Buried By Competitors [View article]
    Tizen is a collaboration with Intel. With Intel? Samsung's arch enemy?


    This thing is already dead, in case you don't know.
    Sep 9 06:27 PM | 1 Like Like |Link to Comment
  • Norfolk Southern: Raising Its Dividend As Coal Revenues Drive Earnings Lower [View article]
    If railroad didn't get destroyed at $2 NG, it never will.
    Sep 4 08:05 PM | Likes Like |Link to Comment