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silverscreen

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  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Last I checked, Office is still being downloaded like crazy on the ipads and the android, even though there are other free alternatives. Desktops are still controlled by MSFT. They will win the enterprise cloud eventually. There are really no comprehensive competitors out there. For once, MSFT actually gets a leg-up.
    May 14, 2015. 12:23 AM | 2 Likes Like |Link to Comment
  • Bakken Data + Short-Term Energy Outlook [View article]
    One way to look at EIA prediction is they expect a 2nd half price recovery in 2016. So say the first half average is $60, then the 2nd half it's $70. That makes the whole year average at $65.
    May 13, 2015. 11:52 PM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Is Apply obligated to support iOS 1.0 forever? Google only supports the latest Chrome version. It's not a company's fault that the users (and in this case 3rd party vendors) fail to adopt. Should we stick with horse-drawn carriage forever because it used to work so well?

    And BTW, Embedded XP is still being supported.
    May 10, 2015. 09:42 AM | 7 Likes Like |Link to Comment
  • Microsoft: Have Faith In Your Own Growth Opportunities And Don't Acquire Salesforce.com [View article]
    That is the right call.
    May 7, 2015. 11:59 PM | 1 Like Like |Link to Comment
  • Microsoft: Have Faith In Your Own Growth Opportunities And Don't Acquire Salesforce.com [View article]
    Workday is a better play. MSFT already has its own CRM, and it's very competitive. MSFT doesn't have HR or Finance cloud. Workday would fit that bill.
    May 6, 2015. 11:38 PM | 1 Like Like |Link to Comment
  • SolarCity Fires Warning Shot At Hawaii Utility: The Future Is Here [View article]
    @GT, that's exactly my sentiment. The technology is getting to a stage where it needs more adoptions to drive further innovations and drives down costs. Musk could be the guy that is able to find a combination between marketing and financial engineering to drive that story. I'm pro oil, but for the sake of future generations, we need to get to a greener alternative. As of today, this is the most promising alternative. I allocate a speculating position of my portfolio for this future.
    May 3, 2015. 11:12 AM | Likes Like |Link to Comment
  • Microsoft Keeps Its Head In The Cloud [View article]
    @Andrew, you are absolutely right that it's orange vs apple comparison. AMZN "owns" the infrastructure part, which is becoming a commodity. MSFT on the other hand is growing on the "services" and "apps" part, which has bigger margins and cannot be easily commoditized.
    Apr 24, 2015. 06:38 PM | 3 Likes Like |Link to Comment
  • Microsoft Keeps Its Head In The Cloud [View article]
    MSFT has become a growth company again, so 19x earnings is reasonable.
    Apr 24, 2015. 02:55 PM | 4 Likes Like |Link to Comment
  • Lessons From A Dozen Years Of Short Selling [View article]
    The challenge with options is not only one has to get the direction right, he has to get the timing perfect as well. It's hard enough to get the timing "generally right", let alone "impeccably right". I got some wins / losses; but to be frank, it seems like it was due to luck (or lack of) rather than a complete science. Yeah, there are spreads and such, but there are so many pros out there that it's hard to beat them. For a part-time guy (like most of SA readers here), it'd be hard to make profits consistently.
    Mar 1, 2015. 10:17 AM | 2 Likes Like |Link to Comment
  • Cenovus Energy: Diluted By The Oil Sands [View article]
    @rcray - I'm with you. They could have delayed Foster Creek as its net back is lower than Christina Lake. It can then drop the dividend, and then it should have enough cash flow to cover the expansion at Christina Lake. I'd also contend that there are more rooms in the workforce (i.e. op ex) to cut than the announced 15%. Look at MEG Energy, they are able to have cap ex under $7 / bbl! Now that's a lean-and-mean player.
    Feb 22, 2015. 04:24 PM | Likes Like |Link to Comment
  • Oil pares losses after EIA supply data [View news story]
    @David, Cushing can actually store up to 80 million barrels (http://bit.ly/1CQtMHR) - so storage won't run out for another 4 months or so. The 2-month window is a myth. Also Cushing is very important, but it's not the only storage. IMHO, what this means is a) companies that sell into Cushing will experience lower net-back compared to E & P that don't b) there won't be a V-curve recovery in crude price, as there will still be a huge inventory to clear first.
    Feb 19, 2015. 10:30 PM | 2 Likes Like |Link to Comment
  • Oil Supply Accelerating - Saudi Arabia Delivering On Its Promise? [View article]
    @Timmies:

    Quote: "Operating costs at Christina Lake were $12.08 per barrel (bbl) .... Non-fuel operating costs were $8.22/bbl" => that is $20 / bbl right there for op ex / bbl; which is exactly why I said op ex / bbl is $20+.

    A little bit down regarding Foster Creek: "Operating costs at Foster Creek averaged $19.38/bbl...Non-fuel operating costs were $14.78/bbl" => that is $35 / bbl op ex right there!

    You just prove my point!!! I work in the industry so I know these costs very well.

    Here's an article for you: http://bit.ly/1yL8Fsr
    Jan 27, 2015. 09:37 AM | 3 Likes Like |Link to Comment
  • Is It Time To Return To Investing In Silver? A Look At Silver Wheaton [View article]
    Everybody expects PM will fall. The sentiment is very negative. Which is to say it's the time to buy. There is no doubt that we are in a deflationary stage now. PM does best in deflationary environment.
    Jan 27, 2015. 09:23 AM | 3 Likes Like |Link to Comment
  • Oil Supply Accelerating - Saudi Arabia Delivering On Its Promise? [View article]
    Sorry, I don't buy that $10 and $50 numbers. Try $20+ for op ex. The best all-in cost for brown fields developments are around $65. Green field developments would require minimum $80. That is why projects are deferred or cancelled, and layoffs are happening.
    Jan 27, 2015. 01:46 AM | 3 Likes Like |Link to Comment
  • Biggest day for oil in more than two years [View news story]
    Futures expire different from stocks.
    Jan 14, 2015. 11:57 PM | 1 Like Like |Link to Comment
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