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silverscreen

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  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 06:46 PM | Likes Like |Link to Comment
  • Oracle (ORCL) guides on its FQ3 call (webcast) for -1% to +4% Y/Y revenue growth in FQ4, and EPS of $0.85-$0.91. The former is below a consensus for 5.2% growth, while the latter is in-line with an $0.88 consensus. New software license/cloud subscription growth is expected to be in a range of 1%-11%, and hardware product sales are expected to fall 13%-23%. Oracle blames its FQ3 miss in part on deal push-outs and sales execution issues related to new hires. Oracle insists its win rate remains strong, and that the macro situation is unchanged. Shares -7% AH. [View news story]
    Like what software exactly? Their software is sticky, but by no means monopolistic. There is a reason they are losing to the clouds and they have to buy other companies to growth.
    Mar 21, 2013. 12:49 AM | Likes Like |Link to Comment
  • Oracle (ORCL) guides on its FQ3 call (webcast) for -1% to +4% Y/Y revenue growth in FQ4, and EPS of $0.85-$0.91. The former is below a consensus for 5.2% growth, while the latter is in-line with an $0.88 consensus. New software license/cloud subscription growth is expected to be in a range of 1%-11%, and hardware product sales are expected to fall 13%-23%. Oracle blames its FQ3 miss in part on deal push-outs and sales execution issues related to new hires. Oracle insists its win rate remains strong, and that the macro situation is unchanged. Shares -7% AH. [View news story]
    How is Oracle a monopoly?
    Mar 20, 2013. 11:49 PM | Likes Like |Link to Comment
  • Short Vringo... Again? [View article]
    Right on Alan. I personally have no problems with people long / short certain stocks. However, it's disingenuous to use a short spike last time (which lasted a day or two a few cents over $4 based on a rumor) to thump one's chest.
    Mar 17, 2013. 11:00 PM | 1 Like Like |Link to Comment
  • More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog[View news story]
    So? you prefer Samsung to call it the S3S instead ? :)
    Mar 14, 2013. 08:30 PM | 4 Likes Like |Link to Comment
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    I agree with you. One thing that I'd like to expand on is the RT hedge. Most people think what's the point of RT. However, it goes much deeper than just tablets.

    The next trend is wearable computers. I don't think Intel will be able to power watches, glasses, wrist-bands, appliances, etc. any time soon. Having RT would enable Microsoft have a presence in that space. Furthermore, one day MS may be able to replace Window Phone OS with RT, and then they will achieve the vision of write-once, run-everywhere vision.
    Mar 12, 2013. 06:55 PM | 1 Like Like |Link to Comment
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    Win 8 is anything but slow. In terms of performance it is the fastest desktop OS today. Yes, faster than Mac OS. So many ignorant haters in this thread.
    Mar 12, 2013. 09:34 AM | 6 Likes Like |Link to Comment
  • Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
    Define 'insignificant'. Servers & Tools makes almost as much as Windows the desktop OS.
    Mar 11, 2013. 09:54 PM | 6 Likes Like |Link to Comment
  • China has unveiled plans to break up its powerful Railways Ministry as part of a major overhaul of government designed to cut corruption and bureaucracy. The transport department will take administrative control of the country's railways, while the the commercial operations will be spun off into a new company. "The new leadership is sending a clear message that they are...serious about building a cleaner and more efficient government," says university professor Chen Yao. [View news story]
    IIRC, the most common background / degree for CEO's is engineering. They clearly know how to run things better than economists and bankers.
    Mar 10, 2013. 05:47 PM | 1 Like Like |Link to Comment
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