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  • Wall Street Breakfast: How Does The Wild Week End? [View article]
    Drop in the price of oil (for whatever reason)? It's the additive cost in almost everything done, made, etc.
    Aug 28, 2015. 07:30 AM | 4 Likes Like |Link to Comment
  • Atlanta among new GE headquarters options [View news story]
    There are pockets of really good schools, especially in North Texas. Only Yankees complain about the weather...Texans know "give it a few days, it'll change..."
    Aug 20, 2015. 08:40 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: China Stock Plunge Weighs On World Markets [View article]
    Throw Homeland Insecurity into that firing list. You would think they could help out on some process review, or look at open firewall ports.
    Aug 18, 2015. 07:45 AM | 24 Likes Like |Link to Comment
  • 3 Steps For Over 10% Off Of Everything [View instapost]
    Even though I pay off credit cards every month, that interest rate freaks me out.
    Jul 25, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • Oil prices drop as Iran nuclear deal reached [View news story]
    Yes, but with those cheap prices, they were paying black market for smuggled arms. Now with more money and and cheaper prices, ships with materia'l from Russia will be backed up at port.
    Jul 14, 2015. 08:01 AM | Likes Like |Link to Comment
  • Rackspace Might Have Just Lost Its Edge To Microsoft [View article]
    No. Why pay for their customers when they can poach them for free? $RAX only hope was that a telecom (or HP?) would want them, but they were passed up for that. There are no real barriers to entry, except for a massive capital to build out/drive down costs. They clearly cant compete on price.

    This is a last ditch effort to save making them a VAR? There are tons of companies in that space, so...good luck!

    I think the winners in this space could ultimately be the telecoms--if they can get their act together. They have the network. $AMZN/$MSFT have to pay for connectivity. The thing is, $T seems to be only now advertising cloud services. They should have done this 5+ years ago.
    Jul 14, 2015. 12:05 AM | Likes Like |Link to Comment
  • Over 20% Upside For EMC [View article]
    If vmw were spun off, I'd expect the majors to be scooping up parts. Oracle would do well to buy vmw, for example.
    Jun 6, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • PPL tumbles after spinoff completion, analyst downgrade [View news story]
    I am sure that is one reason it sold off.
    Jun 2, 2015. 04:09 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Here Comes The GDP Revision [View article]
    That's because they have moved to Texas. Dallas is blowing up. Oil downturn hasn't phased the state.
    May 29, 2015. 08:05 AM | 2 Likes Like |Link to Comment
  • Preferred ETFs: 5-6% Yields, But What Are The Risks? [View article]
    Thank you for the article. I was using PFF as a holding bucket (its free to trade on Fidelity), but was wondering what the risk profile looked like.
    I would have liked for you to go into more detail about PFXF, or even name some other, more diversified names.

    My assumption was that if PFF is paying 6%, then it has to be carrying some elevated risks.
    Apr 30, 2015. 07:16 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Greek Bailout Extension Clears German Hurdle [View article]
    It will be tied up in courts for a while. I'm not up in arms yet.
    Feb 27, 2015. 08:10 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Investors Watch For Next Phase Of Greek Deal [View article]
    JC, Come visit Texas. Then you will see what growth looks like.

    Of course, that said, there is some concern around oil money drying up. But the economy here looks a whole lot different than 1990.

    Feb 23, 2015. 10:25 AM | 1 Like Like |Link to Comment
  • Fracking Bust Deepens, Sets Records [View article]
    The "E" in E&P has stopped. But the wells they already drilled are producing oil. Most companies have 60% hedged through 2015 and they are pumping to that point.
    Natural Gas prices are only moving up temporarily, probably an effect of the winter storms. Its extremely volatile.
    Gasoline is a by product of oil and has its own supply and demand. Steel workers on strike and the shutdown of $XOM refinery in California are having an effect.
    This cant end well.
    Feb 22, 2015. 10:10 AM | Likes Like |Link to Comment
  • Tsipras declares victory [View news story]
    The US has natural resources, items we manufacture and export, as well as the all mighty dollar (just a short list). What does Greece have?
    Feb 22, 2015. 10:03 AM | 2 Likes Like |Link to Comment
  • The Limited Vista Brings Us Back To Orbital Sciences [View article]
    Thanks, I went back and re-read and answered my own question.
    Feb 2, 2015. 01:47 PM | Likes Like |Link to Comment