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silverscreen

silverscreen
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  • Suncor Energy (SU): Q1 EPS of C$0.90 beats by C$0.15. (PR[View news story]
    Net earning is indeed C$0.72
    Apr 30 12:02 AM | Likes Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR[View news story]
    But that is like a 25% ROI. We know a "hit" product such as the iPhone/Pad returns much more than that. So, in effect, AAPL is saying they don't see another "killer" product soon.
    Apr 23 10:01 PM | Likes Like |Link to Comment
  • Even The Bulls Are Becoming Wary: Can We Trust The Market Any Longer? [View article]
    Who said anything about JGB? I was talking about the US bonds. The scared money is moving to the US, that is why the dollars, (US) stocks and Treasuries all rise.
    Apr 10 09:30 PM | Likes Like |Link to Comment
  • Even The Bulls Are Becoming Wary: Can We Trust The Market Any Longer? [View article]
    Re: "So, in that environment, you have two options: stocks and commodities." I'd like to differ. To the (say) Japan and Cyprus citizens, Treasuries look pretty good. That is why both stocks and bonds have gone up. The question at some point is will the economic fundamentals catch up to the price actions.
    Apr 9 10:37 PM | Likes Like |Link to Comment
  • Windows Phone's Uphill Battle In The U.S. [View article]
    Call me crazy since I'm long NOK, but I think it'd be beneficial for NOK if MS introduces it's own phone later this year. All other OEMs have practically abandoned Windows Phone platform. NOK can benefit from another wave of marketing Vis-a-Vis a MS phone.
    Apr 7 12:26 PM | 1 Like Like |Link to Comment
  • Buy Canadian Oil Sands To Profit From A Significantly Tighter Global Oil Market [View article]
    Actually I am well aware of the syncrude sweet. I used to own COS! I pulled out because it kept running into operational problems for (seemingly) quarter after quarter. The older technologies that it uses really hurt.
    Apr 2 11:15 PM | Likes Like |Link to Comment
  • Buy Canadian Oil Sands To Profit From A Significantly Tighter Global Oil Market [View article]
    RS, you are right; but they are able to do that because they have an upgrader, which is not economical at all - that's why SU cancelled their Voyager project.
    Apr 2 10:24 PM | Likes Like |Link to Comment
  • Nokia (NOK -0.2%) needs to release a Lumia phone with a 5" display, argues IDC's Francisco Jeronimo. "“People are using smartphones in different ways now ... A 5-inch screen for a smartphone just feels right in the hand." Samsung's upcoming Galaxy S IV features a 5" 1080p display, while Nokia's flagship Lumia 920 uses a 4.5" 1280x768 display. A Nokia spokesman says the company is assessing consumer interest in larger smartphones. [View news story]
    Hilarious.
    Apr 2 12:18 PM | 4 Likes Like |Link to Comment
  • S&P 500 (SPY) futures +0.4% and Nasdaq 100 (QQQ) futures +0.6% as Europe puts in a sizable rally on its first day back from a 4-day weekend. Stoxx 50 (FEZ) +1.2%. Apple -0.15% premarket following the Goldman capitulation[View news story]
    <sarcasm>

    The market is always looking ahead. With Germany PMI falls under 50, and unemployment is at records high, the Germans will finally see the light. They will reverse course, quit the austerity and start print, print, print. We all know how the stock prices will react after the printing machine is started....

    </sarcasm>
    Apr 2 09:11 AM | Likes Like |Link to Comment
  • Buy Canadian Oil Sands To Profit From A Significantly Tighter Global Oil Market [View article]
    @Kotu: Don't take it personally but I don't think you know how oil is traded up north. The delivery contracts usually have the formula of WTI (or a delivery hub) minus a discount. In the rush right now, so can't show you all the juicy stuff, but read this article: http://bit.ly/Z3zrGa - quote: "...Western Canadian Select, a heavy Alberta oil, dipped $34.50 under WTI...."
    Apr 1 09:19 AM | 1 Like Like |Link to Comment
  • Buy Canadian Oil Sands To Profit From A Significantly Tighter Global Oil Market [View article]
    COS uses older technology so it has the highest cost / bbl (among the big players). It has also suffered a lot of operational issues. Furthermore it doesn't have any midstream assets either so it doesn't benefit from the spreads between WCS and WTI, which would help offset the Canadian discounts caused by the glut. In the longer term, it may turn out okay; but in the short / mid term, there are better players. That's why COS is valued lower compared to its peers for a few years now. The market is not efficient; but it's rarely wrong for such an extended period of time on a single company.
    Mar 31 11:48 PM | 3 Likes Like |Link to Comment
  • Exxon Mobil (XOM) now says 12,500 barrels of oil and water have been recovered from a pipeline that ruptured Friday in Arkansas. Predictably, the spill has turned into political fodder for opponents of the Keystone XL Pipeline. Massachusetts Democrat Ed Markey says the Arkansas spill demonstrates "that transporting large amounts of this corrosive and polluting fuel is a bad deal for American taxpayers." [View news story]
    Not sure what you mean by "all"? They surely don't clear the whole forest! The newer fields use other techniques (steam-assisted, horizontal drilling, etc.) that have a lot smaller footprints. Like anything else, they start out crudely (puns intended), and then they refine / improve it as time goes on. I sure hope you don't use any gasoline / oil-based products for the sake of your moral hazard.
    Mar 31 08:24 PM | 1 Like Like |Link to Comment
  • Exxon Mobil (XOM) now says 12,500 barrels of oil and water have been recovered from a pipeline that ruptured Friday in Arkansas. Predictably, the spill has turned into political fodder for opponents of the Keystone XL Pipeline. Massachusetts Democrat Ed Markey says the Arkansas spill demonstrates "that transporting large amounts of this corrosive and polluting fuel is a bad deal for American taxpayers." [View news story]
    HPBunder, it's true that some trees have to be chopped. But what you have missed is the trees are replanted after. Of course they don't show the world those pictures. Now, admittedly there is a drawback with the re-planting. The eco-system is not quite the same as it was before. It will take years before the eco-system is restored to the original state; but it's far from the gloom and doom that some extreme environmentalists throw about.
    Mar 31 08:07 PM | 1 Like Like |Link to Comment
  • How Much Is Canadian Natural Resources Worth? [View article]
    @Canuck, commodity (i.e. oil) is not stable like say consumer staples. That book value can go up / down depending on oil prices. Ditto for discounted rate (the "r").
    Mar 26 09:18 AM | Likes Like |Link to Comment
  • Windows RT (MSFT) has "a very bright future," insists Microsoft exec Michael Angiulo, addressing concerns about the ARM-powered (ARMH) OS' viability in the wake of weak sales and industry criticism. Angiulo suggests the performance of future ARM chips will give RT a boost, and actually argues RT's inability to support legacy Windows apps is good for the user experience. The Verge's Aaron Souppouris isn't sold, not after seeing a Windows 8 Pro system running an Intel (INTC) Clover Trail Atom CPU easily outperform RT systems. (Intel Bay Trail[View news story]
    Shame on Angiulo, he should have just randomly thrown in words such as "glasses", "watches", "wristbands", etc. in the interview and would have brought MSFT up a few points!
    Mar 22 06:46 PM | Likes Like |Link to Comment
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